1月8日，中科星图涨5.05%，截至发稿，报61.15元/股，成交11.08亿元，换手率2.32%，总市值494.14亿 元。 资料显示，中科星图股份有限公司位于北京市顺义区临空经济核心区机场东路2号(产业园1A-4号1、5、 7层)，成立日期2006年1月20日，上市日期2020年7月8日，公司主营业务涉及面向政府、企业以及特种 领域用户提供软件销售与数据服务、技术开发与服务、一体机产品,以及系统集成。主营业务收入构成 为：地理信息-民用领域53.46%，地理信息-特种领域27.46%，商业航天14.34%，低空经济4.73%，其他 (补充)0.01%。 从中科星图十大流通股东角度 数据显示，富国基金旗下1只基金位居中科星图十大流通股东。富国中证军工龙头ETF（512710）三季 度增持140.54万股，持有股数917.56万股，占流通股的比例为1.14%。根据测算，今日浮盈赚取约 2697.63万元。 富国中证军工龙头ETF（512710）成立日期2019年7月23日，最新规模146.9亿。今年以来收益6.41%， 同类排名699/5493；近一年收益43.88%，同类排名1543/4197；成立以来收益 ...

Group 1 - The core point of the news is that Aerospace Information Co., Ltd. experienced a stock price increase of 5.52%, reaching 12.05 CNY per share, with a trading volume of 838 million CNY and a turnover rate of 3.88%, resulting in a total market capitalization of 22.327 billion CNY [1] - Aerospace Information was established on November 1, 2000, and went public on July 11, 2003. The company specializes in the development and production of value-added tax special invoice anti-counterfeiting tax control systems and related equipment, as well as IC cards and computer software and hardware products related to national projects [1] - The main business revenue composition of Aerospace Information includes digital tax business products (49.61%), smart business products (31.33%), internet security business products (18.14%), and other supplementary products (0.91%) [1] Group 2 - From the perspective of the top ten circulating shareholders of Aerospace Information, Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 294,200 shares in the third quarter, now holding 16.165 million shares, which accounts for 0.87% of the circulating shares [2] - The Southern CSI 500 ETF has a current scale of 140.098 billion CNY, with a year-to-date return of 5.5%, ranking 1040 out of 5493 in its category, and a one-year return of 46.1%, ranking 1376 out of 4197 [2]

中邮新思路灵活配置混合A（001224）成立日期2015年11月11日，最新规模16.43亿。今年以来收益 3.39%，同类排名3963/8825；近一年收益23.78%，同类排名4883/8084；成立以来收益186.8%。 中邮新思路灵活配置混合A（001224）基金经理为金振振。 截至发稿，金振振累计任职时间3年141天，现任基金资产总规模19.04亿元，任职期间最佳基金回报 62.36%， 任职期间最差基金回报-7.36%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月8日，久其软件涨5.1%，截至发稿，报8.66元/股，成交5.73亿元，换手率8.53%，总市值74.67亿元。 资料显示，北京久其软件股份有限公司位于北京经济技术开发区凉水河路26号，成立日期1999年8月16 日，上市日期2009年8月11日，公司主营业务涉及电子政务、集团管控、大数据及移动互联网业务与移 动广告服务业务,移动营销业务,视讯应用产品及解决方案业务。主营业务收入构成为：信息 ...

数据显示，华商基金旗下1只基金重仓税友股份。华商计算机行业量化股票发起式A（007853）三季度 持有股数18.39万股，占基金净值比例为3.09%，位居第六大重仓股。根据测算，今日浮亏损失约59.4万 元。 华商计算机行业量化股票发起式A（007853）成立日期2019年10月30日，最新规模2.18亿。今年以来收 益4.58%，同类排名1585/5493；近一年收益30.71%，同类排名2532/4197；成立以来收益37.11%。 华商计算机行业量化股票发起式A（007853）基金经理为艾定飞。 1月8日，税友股份跌5.05%，截至发稿，报60.72元/股，成交1.68亿元，换手率0.67%，总市值246.73亿 元。 资料显示，税友软件集团股份有限公司位于浙江省杭州市滨江区浦沿街道西浦路1015号，成立日期1999 年12月22日，上市日期2021年6月30日，公司主营业务涉及财税信息化领域产品的研发、销售和技术服 务。主营业务收入构成为：数智财税业务71.45%，数字政务业务36.76%。 从基金十大重仓股角度 截至发稿，艾定飞累计任职时间7年46天，现任基金资产总规模10.55亿元，任职期间最佳基 ...

Core Viewpoint - The company, Shanghai Hehe Information Technology Co., Ltd., is experiencing significant trading activity and financial growth, with a focus on intelligent text recognition and commercial big data services. Group 1: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.303 billion yuan, representing a year-on-year growth of 24.22% [2] - The net profit attributable to the parent company for the same period was 351 million yuan, reflecting a year-on-year increase of 14.55% [2] Group 2: Shareholder and Market Activity - As of January 7, the company’s financing balance was 536 million yuan, accounting for 2.25% of its market capitalization, which is above the 90th percentile of the past year [1] - The total number of shareholders as of September 30 was 13,700, an increase of 53.87% compared to the previous period [2] - The average number of circulating shares per shareholder was 7,063, which is an increase of 124.38% from the previous period [2] Group 3: Business Operations - The company’s main business revenue composition includes 81.65% from intelligent text recognition C-end products, 9.44% from commercial big data B-end products and services, and 4.87% from intelligent text recognition B-end products and services [2] - The company has cumulatively distributed 200 million yuan in dividends since its A-share listing [3] Group 4: Institutional Holdings - As of September 30, 2025, several funds, including 泰信中小盘精选混合 and 大摩数字经济混合, have exited the list of the top ten circulating shareholders [3]

Core Insights - The integration of "data factorization" and "artificial intelligence" has transformed data replication from a basic IT support technology into a core pillar for enterprise digital transformation and national data infrastructure development [1][4] - The market size of China's data replication software industry is projected to reach approximately 758 million yuan in 2024, with a year-on-year growth of 12.30% [1][4] Industry Overview - Data replication software is a specialized tool that monitors, acquires, transmits, stores, and verifies data to achieve precise replication from a source to a target [2] - The process of data replication includes three main stages: data capture, data transmission, and data restoration [2] Industry Chain - The upstream of the data replication software industry includes components and devices such as servers, storage media, switches, routers, and chips, as well as software tools like operating systems and databases [3] - The midstream involves the development and service integration of data replication software, while the downstream is widely applied in disaster recovery, data synchronization, cross-platform migration, and big data collection [3] Market Size - The data replication software industry is expected to grow significantly, with a market size of approximately 758 million yuan in 2024, driven by advancements in technologies such as real-time replication and continuous data protection [4][5] Key Companies - Shanghai Yingfang Software Co., Ltd. is a leading player in the domestic data replication software market, focusing on core technologies such as dynamic file byte-level replication and database semantic-level synchronization [5] - Huawei Technologies Co., Ltd. integrates data replication with cloud services, providing solutions that support zero-downtime database migration and cross-cloud data synchronization [6] Industry Development Trends 1. The technological paradigm is shifting from "batch synchronization" to "real-time and intelligent" processes, with streaming replication and change data capture technologies emerging as key enablers for real-time decision-making [6][7] 2. The industry is evolving from "pure software competition" to "software-hardware collaboration and ecosystem integration," with a focus on integrated solutions that enhance performance and security [7] 3. The market value is expanding from "data backup" to "full-cycle data management," positioning data replication software as a core infrastructure for data asset management and governance [8]

Industry Insights - The Ministry of Industry and Information Technology issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the integration of AI in the industrial sector, with a target of upgrading at least 50,000 enterprises by 2028 [2][6] - The brain-computer interface company Strong Brain Technology recently completed approximately 2 billion yuan in financing, marking the second-largest financing in the brain-computer interface sector after Neuralink [6] - The National Medical Products Administration is optimizing the review and approval process for urgently needed foreign drugs to meet clinical demands, encouraging simultaneous global R&D and applications in China [6] Market Developments - The copper market is expected to see an upward trend in 2026, with domestic copper prices exceeding 100,000 yuan/ton by the end of 2025, driven by supply-demand improvements and intense long-term contract negotiations [4][7] - Starlink has connected over 9 million active users across seven continents, indicating a growing market for satellite internet services [7] Company Updates - Lenovo announced a collaboration with NVIDIA to establish an "AI Cloud Super Factory," with the latest NVIDIA technology being a key component of this partnership [9] - ByteDance's TikTok Shop reached 400 million active consumers in 2025, with a GMV nearing 100 billion USD, ranking fifth among global e-commerce platforms [10] - Alphabet's market capitalization reached 3.89 trillion USD, surpassing Apple's 3.85 trillion USD, highlighting divergent AI strategies between the two companies [10]

两融数据显示，该股最新融资余额为6.02亿元，近5日减少1735.22万元，降幅为2.80%。（数据宝） 1月7日星环科技-U大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 175.00 | 23019.50 | 131.54 | -6.50 | 国泰海通证券股 | 华泰证券股份有限公司深圳科苑 | | | | | | 份有限公司总部 | 路百度国际大厦证券营业部 | （文章来源：证券时报网） 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为3.10亿元。 证券时报·数据宝统计显示，星环科技-U今日收盘价为140.68元，上涨11.37%，日换手率为17.78%，成 交额为23.56亿元，全天主力资金净流入1.26亿元，近5日该股累计上涨40.69%，近5日资金合计净流入 1.83亿元。 星环科技-U1月7日大宗交易平台出现一笔成交，成交量175.00万股 ...

Group 1 - Hongquan Technology executed three block trades on January 7, totaling 401,200 shares and a transaction amount of 10.1578 million yuan, with a transaction price of 25.32 yuan, reflecting a discount of 9.96% compared to the closing price of the day [2] - Over the past three months, Hongquan Technology has recorded a total of 16 block trades, amounting to 47.6893 million yuan [2] - The closing price of Hongquan Technology on January 7 was 28.12 yuan, with a slight decrease of 0.04%, and a daily turnover rate of 2.39%, resulting in a total transaction amount of 67.3686 million yuan, with a net outflow of main funds amounting to 123,700 yuan [2] Group 2 - In the last five days, the stock has increased by 3.73%, while the total net outflow of funds during this period was 205.42 million yuan [2] - The latest margin financing balance for Hongquan Technology is 91.2683 million yuan, which has increased by 4.97% or 4.3191 million yuan over the past five days [2]

Core Viewpoint - The company, Bosi Software, is actively developing its digital RMB business, focusing on enhancing user experience in various public service scenarios through partnerships with major banks [1] Group 1: Digital RMB Business Development - The digital RMB business is primarily built on the payment systems of Postal Savings Bank, Industrial and Commercial Bank, Bank of China, and China Construction Bank [1] - The company aims to provide convenient digital currency applications in scenarios such as non-tax payments, transportation, public payments, and commercial services [1] - Current operations are mainly conducted in domestic cities like Fujian, Shaanxi, and Chongqing [1] Group 2: Future Outlook and Compliance - The company will continue to monitor industry trends related to digital currency [1] - Any future developments will be disclosed in strict accordance with relevant laws and regulations [1]