（文章来源：证券日报） 证券日报网12月8日讯远光软件在12月5日回答调研者提问时表示，公司高度重视市值管理，作为央企控 股上市公司，已被国资委纳入市值管理的考核体系。考核主要依据公司股价与大盘、同行业板块的相对 表现，同时，考核内容还包括基本每股收益（EPS）年增长率、信息披露质量、现金分红比率、投资者 关系管理等具体指标，公司在这些方面均有系统性安排和持续优化措施。 ...

每经AI快讯，12月8日，甲骨文美股盘前涨超2%，现报221.96美元。 ...

证券日报网12月8日讯远光软件（002063）在12月5日回答调研者提问时表示，公司所处的能源赛道竞争 相对稳定，毛利率的下降与子公司业务结构变化有关。子公司昊美科技硬件产品今年来营收增长较快， 但该类产品的利润率低于公司的软件产品，因此在整体营收中拉低了毛利率，但对公司整体业绩仍有正 向贡献。 ...

龙虎榜方面，福建板块反复活跃，其中榕基软件涨停，获两家实力游资席位合计买入1.53亿，同时获两家机构买入5569万。 一、沪深股通前十大成交 今日沪股通总成交金额为1019.13亿，深股通总成交金额为1206.56亿。 | | 沪股通 ( | 12月8日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 案等时,不 | 22.71 | | 2 | 688256 | 其武纪 | 18.05 | | 3 | 601138 | 工 富联 | 17.84 | | 4 | 600030 | 中信证券 | 14.03 | | 5 | 600519 | 贵州茅台 | 13.69 | | 6 | 603986 | 兆易创新 | 12.93 | | 7 | 603993 | 洛阳铜业 | 11.69 | | 8 | 601318 | 中国平安 | 11.42 | | 9 | 601211 | 国泰海通 | 9.76 | | 10 | 600036 | 招商银行 | 9.46 | | | 深胺適( | 12月8日 ) | ...

沪深股通今日合计成交2225.69亿，其中紫金矿业和中际旭创分居沪股通和深股通个股成交额首位。板 块主力资金方面，电子板块主力资金净流入居首。ETF成交方面，银行ETF（512800）上周份额大减19 亿份。上周银行板块冲高回落，板块周线下跌0.6%。其中中国银行11月中下旬创新高后震荡回落，周 线跌4.28%。 龙虎榜方面，福建板块反复活跃，其中榕基软件涨停，获两家实力游资席位合计买入1.53亿，同时获两 家机构买入5569万。 一、沪深股通前十大成交 今日沪股通总成交金额为1019.13亿，深股通总成交金额为1206.56亿。 | | 沪股通( | 12月8日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三月亮时 | 22.71 | | 2 | 688256 | 寒武纪 | 18.05 | | 3 | 601138 | 丁 富联 | 17.84 | | 4 | 600030 | 中信证券 | 14.03 | | 5 | 600519 | 帮/ 茅台 | 13.69 | | 6 | 603986 ...

近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨0.59%，上榜后5日平均跌1.26%。 资金流向方面，今日该股主力资金净流入2.93亿元，其中，特大单净流入2.81亿元，大单资金净流入 1179.28万元。近5日主力资金净流入2.09亿元。 榕基软件12月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司上海静安区新闸路证券营业 | 9985.86 | 7.83 | | | 部 | | | | 买二 | 国盛证券有限责任公司宁波桑田路证券营业部 | 5466.45 | 68.78 | | 买三 | 机构专用 | 4834.09 | 2395.61 | | 买四 | 机构专用 | 3941.37 | 809.92 | | 买五 | 湘财证券股份有限公司武汉友谊大道证券营业部 | 3737.09 | 4.28 | | 卖一 | 机构专用 | 2262.20 | 5080.64 | | 卖二 | 机构专用 | 3361.22 | 3006.73 | ...

Core Insights - Achieving an A rating in information disclosure for nine consecutive assessments is a significant challenge, with only 116 companies (2.27% of 5104 evaluated companies) achieving this status in the latest assessment period (2024-2025) [1] Group 1: Company Performance - The "9A companies" are characterized by frequent interactions on investor communication platforms, with an average of 2091 replies and a median of 1375 replies per company [1] - BOE Technology Group leads the "9A companies" with a total of 18283 replies to investor inquiries, the highest among these companies [1] - Other notable "9A companies" with high interaction numbers include iFlytek, Wuliangye, and BYD, with reply counts ranging from 147 to over 13000 [1]

Core Insights - Aurora Mobile's EngageLab has launched a new AI-driven customer service platform called LiveDesk, focusing on "AI Agent x Human Agent" collaboration to enhance service efficiency and customer experience [1][6] Group 1: Customer Service Challenges - Enterprises face multiple challenges in customer service, including fragmented communication channels, delayed responses, and limited service efficiency, leading to increased management costs [2] - Human agents struggle to provide efficient 24/7 responses, and resource allocation for complex issues often creates bottlenecks, negatively impacting customer satisfaction and business growth [2] Group 2: LiveDesk Innovations - LiveDesk utilizes AI Agents to automatically handle up to 90% of common customer inquiries, reducing operational costs by 70% [3] - The platform supports multi-channel access, integrating various touchpoints such as websites, apps, social media, and SMS for unified customer interaction management [3] - AI Agents provide real-time initial screening of inquiries, efficiently routing simple issues to automated responses while complex queries are seamlessly transferred to Human Agents [3] Group 3: Enhanced Collaboration and Insights - LiveDesk features both "online chat" and "smart ticket" services, allowing precise matching of solutions to customer issues, thereby improving resource allocation and team collaboration [4] - The platform offers comprehensive data tracking and customer behavior analysis, enabling insights into customer satisfaction, ticket handling, and team performance for continuous service strategy optimization [4] - AI Agents can customize interaction styles and support multimedia communication, enhancing the personalization of customer service experiences [4] Group 4: Industry Applications and Growth - LiveDesk is applicable across various industries, including e-commerce, software services, gaming, and lifestyle services, supporting diverse scenarios such as pre-sales guidance, post-sales support, complaint handling, and membership marketing [5] - The AI-driven automation and multi-channel coverage enable seamless integration of customer service and automated marketing, creating a sustainable growth engine for businesses [5] Group 5: Value Proposition - The launch of LiveDesk is expected to significantly enhance customer response speed, with customer satisfaction rates exceeding 90%, thereby increasing customer loyalty [7] - The workload of customer service teams is reduced, leading to effective operational cost savings of 70%, achieving an optimal balance between efficiency and cost [7] - The platform facilitates the accumulation of customer data assets and multi-dimensional insights, driving precise marketing and continuous service optimization [7] - Personalized and intelligent customer experiences help businesses build core competitive advantages in the digital marketplace [7]

智通财经APP获悉，国信证券发布研报称，考虑到金蝶国际(00268)为全球领先的SaaS服务商，AI新品 推进顺利，预计2025/2026/2027年公司实现营业收入分别为69.57/79.28/90.59亿元，分别同比增长 11.2%/14%/14.3%，实现归母净利润分别为0.72/3.69/6.34亿元，对应当前PS为6.1/5.35/4.69倍，给予2026 年7-8倍PS，对应估值区间为610.68-697.92亿港元市值，给予"优于大市"评级。 国信证券主要观点如下： 企业管理解决方案完善，积极推进AI落地 公司是全球领先的企业管理云SaaS服务商，构建了覆盖企业全生命周期的数字化解决方案，主要产品包 括企业级AI平台金蝶云苍穹，SaaS管理云星瀚、星空、星辰。公司自2011年开启云转型，2025H1公司 云服务收入占公司收入比重达83.74%。随着订阅模式的成熟，公司收入持续提升，2020-2024年间 CAGR达16.84%，近年来销售毛利率、净利率均有所回升。 信创、更新需求推动软件换代，国产替代仍有较大空间 在ERP换代需求推动下，央国企引领ERP招投标数量上行，并逐渐开始ERP系统的国产 ...

21世纪经济报道记者邓浩 12月5日，证监会主席吴清在中国证券业协会第八次会员大会提到，目前我国居民资产中股票基金等资 产占比约15%，相当于美国30年前水平，在利率中枢下移的当下，居民财富管理服务需求巨大。 比如，威孚高科上市以来累计分红123亿元，是募资总额的3.2倍，实现企业发展与股东收益共生共荣； 立霸股份自上市以来总分红达14.8亿元，实际募资仅2.2亿元，募资分红比超6倍，且"十四五"期间分红 金额逐年增长；奥特维上市5年分红规模已达募资总额的1.8倍，实现"高速成长"与"高额回报"同步推 进。 在股份回购方面，无锡企业同样积极响应。"十四五"期间，67家A股企业实施回购，药明康德以50亿元 回购金额领跑，威孚高科、朗新集团、协鑫能科三家企业回购超5亿元。 今年11月5日，朗新集团发布公告，已完成201.15万股回购股份的注销手续，涉及回购总金额约5100万 元。"十四五"期间，朗新集团共回购总额达5亿元，从回购用途看，一方面用于员工持股计划和股权激 励，另一方面，回购的股份将全部用于注销，减少公司注册资本。 某种程度而言，上市公司是现代财富管理服务的重要标的，也是打造金融强国的微观基础和重要支柱 ...