从IT服务行业的CFO薪酬分布角度来看，98位CFO中有51位的薪酬水平处于50万元到100万元之间，占 比过半。此外，IT服务行业中薪酬超100万元的CFO有21位，占比刚过两成。其中，薪酬最高的CFO为 网宿科技蒋薇，其薪资为407.08万元。2024年始终在任的财务总监中薪酬最低的为志晟信息李萌，其薪 资为14.80万元。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 数据显示，截止7月29日，A股市场共有5817家上市公司。作为上市公司核心管理层关键成员，财务总 监CFO不仅需要确保公司财务稳健、资金高效运转，更需要从财务视角为公司的战略制定提供支撑，其 能力与决策直接影响公司的财务健康、战略成败、资本市场形象乃至生存风险。据2024年年报显示，去 年A股CFO（财务总监、财务负责人等）薪酬合计达42.43亿元，平均薪酬76.03万元。 分行业来看，IT服务行业信息完备的上市公司CFO共有98位，2024年CFO平均薪酬为79.14万元，在124 个申万一级行业中排名第68位，CFO薪资水平处于行业中游。此外， 2024年IT服务行业CFO平均薪资 水平相较上年下降 ...

从资金流向上来看，当日IT服务板块主力资金净流出27.59亿元，游资资金净流入9.43亿元，散户资金净 流入18.16亿元。IT服务板块个股资金流向见下表： 证券之星消息，8月7日IT服务板块较上一交易日下跌0.34%，*ST云创领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605398 | 新炬网络 | 34.72 | 10.01% | 13.88万 | | 4.61亿 | | 600410 | 华胜天成 | 13.19 | 10.01% | 181.48万 | | 23.13亿 | | 835184 | 園源科技 | 23.43 | 6.07% | 14.95万 | | 3.44亿 | | 300609 | 汇纳科技 | 47.88 | 4.66% | 12.68万 | | 5.96亿 | | 002331 | 皖遵科技 | 9.25 | ...

Group 1 - The core business of the company is focused on the power industry, providing integrated information system solutions and related technical consulting services [4][5] - The company emphasizes its competitive advantages in "depth" and "credibility," with a deep understanding of the power industry and a strong trust barrier built over ten years of service [5] - The company adopts a "demand-oriented + scenario customization" model to meet differentiated customer needs, offering a full lifecycle management service from demand response to continuous optimization [5] Group 2 - The company believes that effective management should center around "value creation," ensuring that all management actions contribute to enhancing company value [6] - The company encourages investors to focus on long-term value and core competitiveness, suggesting a rational approach to market fluctuations and a focus on fundamental analysis [7] - The company advises investors to maintain a diversified asset allocation strategy to mitigate risks and build a robust investment portfolio [7]

Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 were $6 billion, up 10% year-over-year [8] - Gross profit was $1.2 billion, an increase of 5% [8] - Non-GAAP operating income rose to $520 million, up 2% [8] - Non-GAAP net income per share was $2.60, reflecting a 4% increase [9] - Adjusted free cash flow for the quarter was $210 million [9] Business Line Data and Key Metrics Changes - Corporate net sales increased by 18%, while small business sales rose by 13% [12] - Health care sales surged by 24%, while education saw an 11% decline [13] - Hardware sales grew by 9%, driven by infrastructure solutions and client devices [17] - Software sales increased by 16%, with strong growth across all markets except K-12 [18] - Services revenue was up 8%, with professional managed services growing by 13% [18] Market Data and Key Metrics Changes - The commercial market showed strong performance, offsetting declines in federal and education sectors [12][14] - UK and Canadian operations reported a combined top line increase of 12% [16] - Federal market performance was mixed, with a 3% increase in government sales but declines in federal purchases [15] Company Strategy and Development Direction - The company maintains a focus on full stack, full life cycle solutions to address customer needs [6][19] - Strategic investments in services capabilities are seen as key differentiators in the market [19] - The company aims to navigate market dislocations in government and education while leveraging its scale and expertise [24][25] Management's Comments on Operating Environment and Future Outlook - Management expects continued challenges in the government and education sectors for the remainder of the year [23][24] - The outlook for 2025 remains cautious, with low single-digit growth anticipated for the IT market [23][38] - Management emphasizes a commitment to delivering customer value and executing with precision [25] Other Important Information - Non-GAAP SG&A expenses totaled $722 million, up 7.2% year-over-year [30] - The company returned approximately $150 million in share repurchases and $82 million in dividends during the quarter [33] - The liquidity position remains strong, with cash and revolver availability of approximately $1.7 billion [32] Q&A Session Summary Question: Performance vs. Market Expectations - Analyst inquired about the company's outperformance relative to market expectations and share gain [43] - Management confirmed confidence in outperforming the market by 200 to 300 basis points, attributing recent performance to strong execution and customer demand [44][45] Question: Product Segment Performance - Analyst asked about the performance of hardware segments and market cycles [46] - Management noted mid-cycle strength in client devices and an uptick in infrastructure hardware demand [47][48] Question: Corporate Market Strength - Analyst sought clarification on the motivating factors behind strong corporate market performance [54] - Management highlighted pent-up demand and strategic investments as key drivers [57][59] Question: Free Cash Flow Conversion - Analyst questioned the subdued free cash flow conversion rate [67] - Management attributed this to timing effects and expects improvement in the second half of the year [68] Question: AI Impact on Revenues - Analyst asked about the influence of AI on client device upgrades and data center demand [97] - Management indicated a growing urgency around AI, with increased conversations and demand across all product lines [99][100]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300166 | 东方国信 | 12.71 | 20.02% | 253.44万 | | 30.23亿 | | 688039 | 当虹科技 | 58.56 | 20.00% | 14.11万 | | 7.42亿 | | 688500 | 慧辰股份 | 89.30 | 16.35% | 7.20万 | | 6.06亿 | | 300167 | ST迪威迅 | 7.29 | 15.17% | - 29.79万 | | 2.05亿 | | 002331 | 皖通科技 | 8.91 | 10.00% | 61.49万 | | 5.38亿 | | 002373 | 干方科技 | 11.83 | 7.74% | 96.15万 | | 11.13亿 | | 688258 | 卓易信息 | 75.63 | 6.97% | 9.85万 | | 7.13亿 | | 301185 | 鸥玛软件 | 22.27 | 6.30% | 18.78万 | | 4 ...

Core Viewpoint - The company, Digital Vision, is actively expanding its business in digital currency, cross-border payment, and blockchain technology, aiming to leverage these innovations for growth in various sectors including digital art and internet finance [2][3][7]. Group 1: Business Development - The subsidiary, Kuaishiting, is utilizing blockchain technology to enhance industry applications, particularly in the metaverse, by issuing digital collectibles that provide new rights and copyright verification for digital content [2]. - The company is developing digital currency application products and is pursuing market collaborations to support the adoption of digital currency payment scenarios [2]. - As of June 26, 2025, the payment subsidiary has obtained qualifications for cross-border RMB payment operations and holds various payment licenses, creating a diverse product system for multiple industry markets [2]. Group 2: Financial Performance - For the first quarter of 2025, Digital Vision reported revenue of 131 million, representing a year-on-year growth of 29.71%, and a net profit attributable to shareholders of 7.76 million, up 12.44% year-on-year [8]. - The company has distributed a total of 370 million in dividends since its A-share listing, with 42.83 million distributed over the past three years [9]. Group 3: Market Position and Trends - The company operates in the IT services sector, focusing on digital watermarking, cross-border payments, NFC concepts, digital currency, and data rights [8]. - The average trading cost of the stock is 5.72, with recent trading activity indicating a lack of strong accumulation, suggesting a potential trading range between resistance at 5.98 and support at 5.92 [6].

Group 1 - The core viewpoint is that the Chinese government is increasingly prioritizing "Artificial Intelligence+" in its policy framework, with significant implications for the TMT sector from March 2024 to July 2025 [1] - The TMT sector is expected to see substantial growth, particularly in hardware, with overseas computing-related components like PCBs and optical modules leading the market [1] - The application side of AI is currently lagging, but there are low fund positions in IT services and software development, indicating potential investment opportunities [1] Group 2 - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20% [1] - The index includes companies involved in AI technology development and application, covering sectors such as software and hardware R&D, and aims to reflect the overall development level and market performance of emerging tech companies in China [1] - The industry allocation of the index is primarily concentrated in information technology and high-end manufacturing sectors [1]

Group 1 - IT service concept stocks showed active performance on August 6, with Dongfang Guoxin hitting the daily limit up of 20%, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The CANN hardware enabling platform and Mind series application enabling suite were announced at the Ascend Computing Industry Development Summit, promoting open-source initiatives and collaboration within the AI industry [3] - The urgency for domestic companies to accelerate technological innovation in the face of ongoing foreign technology sanctions has been emphasized, highlighting the importance of self-controllable development in the Xinchuang industry [3][4] Group 2 - The Xinchuang industry is transitioning from policy-driven to a dual-driven model of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026 [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, which covers key segments of the Xinchuang industry, indicating high growth and elasticity potential [6] - Four investment logic points for the Xinchuang industry include the urgent need for self-control due to geopolitical tensions, increased government procurement, breakthroughs in domestic technology, and the critical timing for procurement standards [6]

Market Overview - The three major indices in the A-share market opened slightly lower but fluctuated to turn positive during the morning session, with the Shanghai Composite Index at 3627.54 points, up 0.27%, the Shenzhen Component Index at 11158.42 points, up 0.46%, and the ChiNext Index at 2352.58 points, up 0.39% [1] Sector Performance - The leading sectors in terms of gains included military equipment (up 3.86%), military electronics (up 2.21%), and rubber products (up 1.96%) [2] - Conversely, the sectors with the largest declines were traditional Chinese medicine (down 1.91%), pharmaceutical commerce (down 1.12%), and chemical pharmaceuticals (down 1.04%) [2]

证券之星消息，8月5日IT服务板块较上一交易日上涨0.1%，运达科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。IT服务板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日IT服务板块主力资金净流出14.21亿元，游资资金净流入3.57亿元，散户资金净 流入10.64亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600536 中国软件 | | 2.01亿 | 15.03% | -7227.95万 | -5.41% | -1.29 Z | -9.62% | | 300687 | 赛意信息 | 1.26亿 | 8.32% | -4775.49万 | -3.15% | -7836.44万 | -5.17% | ...