天眼查显示，近日，上海巽伟韫科技有限公司成立，法定代表人为李春妃，注册资本200万人民币，由 上海煜跨贸易有限公司全资持股。 序号股东名称持股比例1上海煜跨贸易有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；会议及展览服务（出国 办展须经相关部门审批）；信息咨询服务（不含许可类信息咨询服务）；信息系统集成服务；软件开 发；互联网销售（除销售需要许可的商品）；数字技术服务；计算机软硬件及辅助设备批发；服装服饰 批发；专业设计服务；计算器设备销售；农、林、牧、副、渔业专业机械的销售；箱包销售；机械设备 租赁；机械设备销售；社会经济咨询服务；轻质建筑材料销售；建筑材料销售；组织文化艺术交流活 动；物联网技术服务；通讯设备销售；健康咨询服务（不含诊疗服务）；企业形象策划；企业管理；体 育赛事策划；体育竞赛组织。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项 目：建设工程施工；建设工程设计。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以相关部门批准文件或许可证件为准） 企业名称上海巽伟韫科技有限公司法定代表人李春妃注册资本200万人民币 ...

天眼查显示，近日，天叶露（天津）电子商务有限公司成立，法定代表人为田世超，注册资本200万人 民币，由天津晟睿新能源有限公司全资持股。 序号股东名称持股比例1天津晟睿新能源有限公司100% 经营范围含互联网销售（除销售需要许可的商品）；日用品批发；软件开发；软件销售；软件外包服 务；信息技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广；机械设备销售；机械设备租赁；机械设备研发；办公设备销售； 广告设计、代理；平面设计；广告制作；广告发布；电子、机械设备维护（不含特种设备）；业务培训 （不含教育培训、职业技能培训等需取得许可的培训）；人力资源服务（不含职业中介活动、劳务派遣 服务）；项目策划与公关服务；旅游开发项目策划咨询；体育竞赛组织；科技中介服务；市场营销策 划；专业设计服务；工业设计服务；工程技术服务（规划管理、勘察、设计、监理除外）。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：食品销售。（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 企业名称天叶露（天津） ...

信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数从沪深市场信息技术主题中精选涉及 半导体、软件开发、计算机设备等领域的上市公司证券作为指数样本，以反映信息技术创新领域相关上 市公司证券的整体表现。该指数偏重大盘风格，成分股平均市值较高，行业配置主要集中于半导体、软 件开发及IT服务等领域。 （文章来源：每日经济新闻） 银河证券指出，国际半导体产业协会预测2025年全球半导体制造设备销售额将达1330亿美元，同比增长 13.7%，创历史新高；2026年、2027年有望继续攀升至1450亿美元和1560亿美元，增长主要由人工智能 相关投资拉动，涵盖先进逻辑、存储及先进封装技术。台积电11月营收同比增长24.5%，1~11月累计营 收同比增长32.8%；国内11月集成电路制造行业增加值增长32.4%。全球第二大模拟芯片厂商亚诺德半 导体计划于2026年2月起对全系列产品实施价格调整。沐曦股份、摩尔线程和天数智芯陆续登陆资本市 场，国产GPU发展有望加速，带动集成电路制造以及设备和材料需求。尽管市场担忧AI存在泡沫，但 AI仍处在早期发展阶段，美国头部互联网公司财务状况健康，未来资本支出仍有增长 ...

对此，aiXcoder提出了一套"AI+软件工程"的实践路径，核心在于围绕AI能力范围设计系统，并确立开 发者为项目的最终责任主体。该路径主要包括三个方面：一是通过纵向分层与横向分离，拆解复杂任 务，定义人与AI的能力边界；二是构建"工具自动化监测+人工经验评审"的双重保障体系，确保企业级 安全标准；三是通过提示词工程与上下文工程，提取并利用企业内部的隐性知识，为AI提供更丰富的 项目上下文。 aiXcoder称，这一开发范式已在其服务的企业项目中得到验证。例如，在某通信行业头部企业的黑盒测 试自动化项目中，通过构建结合领域知识的工作流与多智能体协同，最终生成了可批量执行的测试脚 本，并在关键环节设置了人工核验机制。 黄宁展望未来时表示，行业将从"定义软件"向"定义软件开发模式"进化，人类开发者需要将更多精力集 中于解决系统复杂性的任务上。 凤凰网科技讯 12月24日，硅心科技（aiXcoder）产品研发负责人黄宁在行业会议上表示，当前流行的 Vibe Coding（氛围式编程）模式难以直接适配企业级复杂项目的开发需求。他认为，AI并非软件开发 的"银弹"，需与软件工程深度结合。 黄宁指出，Vibe Codi ...

Group 1 - The core viewpoint of the news is that Dazhihui's stock has shown significant fluctuations, with a year-to-date increase of 39.89% but a recent decline in the last five trading days by 2.34% [1] - As of December 24, Dazhihui's stock price is reported at 12.94 yuan per share, with a total market capitalization of 25.74 billion yuan [1] - The company has seen a net inflow of main funds amounting to 26.73 thousand yuan, with significant buying and selling activities recorded [1] Group 2 - Dazhihui operates in the computer software development sector, specifically in vertical application software, and is involved in various concept sectors including financial technology and internet finance [2] - For the period from January to September 2025, Dazhihui achieved a revenue of 564 million yuan, reflecting a year-on-year growth of 8.78%, while the net profit attributable to the parent company was a loss of 29.56 million yuan, but this represents an 85.30% improvement year-on-year [2] - The number of shareholders increased to 166,000 as of September 30, with a decrease in the average number of circulating shares per person [2] Group 3 - Dazhihui has distributed a total of 174 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 20.93 million shares, having decreased its holdings by 6.52 million shares [3] - The Hua Bao Zhong Zheng Financial Technology Theme ETF is a new entrant among the top ten shareholders, holding 16.77 million shares [3]

Core Viewpoint - Longshine Technology's stock has shown a slight increase of 2.02% on December 24, with a current price of 14.11 yuan per share and a total market capitalization of 11.468 billion yuan [1] Group 1: Financial Performance - For the period from January to September 2025, Longshine Technology achieved a revenue of 1.089 billion yuan, representing a year-on-year growth of 5.19% [2] - The company reported a net profit attributable to shareholders of -11.394 million yuan, a significant decrease of 386.16% compared to the previous period [2] - Cumulative cash dividends since the company's A-share listing amount to 230 million yuan, with 17.3892 million yuan distributed over the last three years [3] Group 2: Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Longshine Technology was 87,900, a decrease of 12.30% from the previous period [2] - The average number of circulating shares per shareholder increased by 14.05% to 8,054 shares [2] - Major shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 6.3301 million shares, and Hong Kong Central Clearing Limited, which added 1.1653 million shares [3] Group 3: Business Overview - Longshine Technology, established on April 28, 2002, and listed on August 17, 2012, specializes in providing IT system solutions and services for financial institutions [1] - The company's main business revenue composition includes digital financial business solutions (58.44%), big data application system solutions (33.99%), and full financial value chain business management solutions (7.57%) [1] - The company operates within the computer software development sector, focusing on vertical application software, and is involved in concepts such as fintech, financial machinery, blockchain, mid-cap, and mobile payments [2]

Group 1 - The core viewpoint of the news is that SuperMap Software has shown a slight increase in stock price and has reported a modest growth in revenue and significant growth in net profit for the year 2025 [1][2]. - As of December 24, SuperMap Software's stock price increased by 2.04% to 17.04 CNY per share, with a market capitalization of 8.397 billion CNY [1]. - The company has a primary business focus on the research and sales of Geographic Information System (GIS) platform software, which constitutes 98.83% of its main business revenue [1]. Group 2 - For the period from January to September 2025, SuperMap Software achieved an operating income of 968 million CNY, representing a year-on-year growth of 2.02%, while the net profit attributable to shareholders increased by 63.29% to 42.96 million CNY [2]. - The company has distributed a total of 298 million CNY in dividends since its A-share listing, with 49.28 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders include Jin Ying Technology Innovation Stock A, which increased its holdings by 2.2 million shares, and Hong Kong Central Clearing Limited, which is a new shareholder [3].

Core Viewpoint - The current market conditions for the software development industry, particularly the 信创 ETF fund (562030), indicate a potential left-side layout opportunity as the 2027 deadline for the comprehensive replacement of information systems by state-owned enterprises approaches [1][4]. Group 1: ETF Performance - The 信创 ETF fund (562030) experienced fluctuations, reaching a peak of 0.59% during trading but currently down by 0.2%, returning to levels seen in July of this year [1]. - Notable performers among the ETF's constituent stocks include 江波龙, 赢时胜, and 千方科技, with increases of 2.76%, 2.64%, and 2.29% respectively [1]. - Conversely, stocks such as 奇安信, 海光信息, and 纳思达 showed weaker performance, with declines of 0.88%, 0.83%, and 0.76% respectively [1]. Group 2: Industry Developments - The MDC 2025 conference highlighted breakthroughs in domestic computing power, with emphasis on the need for a self-sufficient computing power system for "sovereign AI" [3]. - The establishment of China's first large-scale quantum computing manufacturing facility in Shenzhen is expected to accelerate the industrialization of quantum computing, benefiting the 信创 industry chain [3]. - According to 天风证券, the computer industry is projected to outperform the沪深300 index, with a revenue growth of 3.22% and a net profit increase of 2.40% year-on-year by Q3 2025, indicating a recovery in fundamentals [3]. Group 3: Market Trends and Projections - The 信创 industry is transitioning from a policy-driven model to a dual-driven approach involving both policy and market forces, with significant growth expected in the financial and energy sectors [4]. - Market growth rates for the 信创 sector are anticipated to reach 17.84% and 26.82% in 2025 and 2026 respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [4]. - The expansion of special government bonds and debt resolution plans is expected to provide financial support for 信创 procurement, further solidifying the replacement timeline [4]. Group 4: Investment Logic - The 信创 ETF fund and its associated index focus on core areas of the 信创 industry, including hardware, software, application software, information security, and external devices, showcasing high growth and elasticity [6]. - The urgency for self-sufficiency in the context of geopolitical tensions and the trend towards de-globalization is driving significant support for the 信创 sector from the government and enterprises [6][7]. - The macroeconomic environment is seeing increased local debt efforts, which may lead to a recovery in government 信创 procurement [7].

经营范围含许可经营项目：港口经营；水路普通货物运输（许可经营项目凭许可证件经营）一般经营项 目：货物进出口；数字技术服务；进出口代理；版权代理；技术服务、技术开发、技术咨询、技术交 流、技术转让、技术推广；软件外包服务；企业管理；业务培训（不含教育培训、职业技能培训等需取 得许可的培训）；会议及展览服务（出国办展须经相关部门审批）；数据处理服务；数据处理和存储支 持服务；租赁服务（不含许可类租赁服务）；劳务服务（不含劳务派遣）；国内贸易代理；计算机系统 服务；信息技术咨询服务；信息系统运行维护服务；铁路运输设备销售；水上运输设备销售；水上运输 设备零配件销售；运输设备租赁服务；以自有资金从事投资活动；港口货物装卸搬运活动；港口理货； 仓储设备租赁服务；普通货物仓储服务（不含危险化学品等需许可审批的项目）；紧急救援服务；打捞 服务；船舶拖带服务；工业机器人制造；工业机器人销售；工业设计服务；工业机器人安装、维修；塑 料加工专用设备销售；数控机床销售（经营范围中的一般经营项目依法自主开展经营活动，通过国家企 业信用信息公示系统（海南）向社会公示） 天眼查显示，近日，海南领英技术有限公司成立，法定代表人为李勇，注册 ...

企业名称海南通沃销售有限公司法定代表人张力注册资本500万人民币国标行业信息传输、软件和信息 技术服务业>软件和信息技术服务业>软件开发地址海南省陵水黎族自治县黎安镇海归小镇B11组团B11- 6-1二楼019号企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2025-12-23至无固定 期限登记机关海南省市场监督管理局 来源：市场资讯 天眼查显示，近日，海南通沃销售有限公司成立，法定代表人为张力，注册资本500万人民币，由英沃 电梯有限公司全资持股。 序号股东名称持股比例1英沃电梯有限公司100% 经营范围含一般经营项目：特种设备销售；建筑工程用机械销售；机械零件、零部件销售；机械电气设 备销售；风力发电机组及零部件销售；气体压缩机械销售；风机、风扇销售；农业机械销售（经营范围 中的一般经营项目依法自主开展经营活动，通过国家企业信用信息公示系统（海南）向社会公示） ...