Core Viewpoint - Fujian Foxit Software Co., Ltd. has shown a significant stock price increase of 5.3% as of September 30, with a market capitalization of 7.175 billion yuan, indicating strong investor interest in the company's PDF technology solutions [1] Group 1: Company Overview - Fujian Foxit Software was established on September 29, 2001, and went public on September 8, 2020 [1] - The company specializes in the research, application, sales, and service of core PDF electronic document technologies [1] - The revenue composition of the company includes 88.17% from general document products and services, 10.63% from intelligent document processing platforms, 1.08% from digital government products and services, and 0.11% from other supplementary services [1] Group 2: Fund Holdings - Huatai-PineBridge Fund has a significant holding in Foxit Software, with the 1000 Enhanced Fund (561590) owning 4,480 shares, representing 0.95% of the fund's net value [2] - The fund has realized a floating profit of approximately 17,700 yuan as of the latest report [2] - The 1000 Enhanced Fund was established on November 23, 2022, and has a current scale of 32.1435 million yuan, with a year-to-date return of 37.24% [2] Group 3: Fund Manager Performance - The fund manager Liu Jun has a tenure of 16 years and 123 days, managing assets totaling 466.972 billion yuan, with the best fund return during his tenure being 131.94% [3] - Co-manager Da Huang has a tenure of 5 years and 144 days, managing assets of 1.315 billion yuan, with a best return of 66.59% during his tenure [3]

智通財經APP獲悉，據港交所9月29日披露，聚水潭集團股份有限公司(以下簡稱：聚水潭)通過港交所主 板上市聆訊，中金公司、摩根大通爲其聯席保薦人。 據招股書，根據灼識諮詢的資料，以2024年的相關收入計，聚水潭是中國最大的電商SaaS ERP提供 商，佔據24.4%的市場份額(超過第二至第五大參與者的市場份額總和)。根據灼識諮詢的資料，2024年 中國電商SaaS ERP市場的規模(按商家支出計)爲人民幣31億元。在中國電商運營SaaS市場中，按2024年 SaaS總收入計，該公司同樣排名第一，市場份額爲8.7%。 | 貝 編泰 數日 · 編泰 倪丁 編泰 文 編泰 行使與合而 | | | --- | --- | | 正) | | | [編纂]數目 | ： [編纂](可予重新分配及視乎[編纂]行使 | | 與合而定) | | | [編纂]數目 | : [編纂](可予重新分配及視乎[編纂]及[編 | | 墓 行使與否而定) | | | 最高[編纂] : 每股[編纂][編纂]港元,另加1.0%[編 | | | 纂]、0.0027% 證監會交易徵費、 | | | 0.00565%聯交所交易費及0.00015% | ...

来源：新浪港股-好仓工作室 近日，聚水潭集团股份有限公司（简称"聚水潭"）递交聆讯后资料集，或很快在香港上市。中金公司、 摩根大通担任此次上市的联席保荐人。 根据招股书披露，本次港股上市募集资金将用于以下用途： 1. 约[编纂]%或[编纂]港元，将用于强化公 司的研发能力，以丰富未来五年的产品矩阵； 2. 约[编纂]%或[编纂]港元，将用于在未来五年加强公司 的销售及营销能力； 3. 约[编纂]%或[编纂]港元，将在未来五年用于战略投资； 4. 约[编纂]%或[编纂]港 元将用于一般公司用途。 公司介绍：聚水潭依托过去超25年由创始人积累的行业洞察，开发出云端电商SaaS产品，能推动商家客 户与中国乃至全球逾400个电商平台相连。其产品为不同类型及规模的客户提供业务监控、运营及管理 工具，赋能其做出智能决策。聚水潭以ERP为核心产品，进一步扩展产品和服务范围至其他电商运营 SaaS产品，已成为一站式电商SaaS提供商，帮助客户升级业务能力、提高业绩表现并发展跨平台业务。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评 ...

聚水潭建立了覆盖全国的客户服务网络，LTV/CAC比率在2022年至2024年间持续提升，2024年达到9.3 倍，远高于行业平均约3倍的水平。客户交叉销售效果显著，购买两款及以上产品的客户贡献的SaaS收 入占比逐年提升。 公司拥有超过25年的行业经验，其云端电商SaaS产品能够连接超过400个电商平台，远高于行业平均水 平。 截至2024年，聚水潭服务的SaaS客户数量达8.84万名，净客户收入留存率为115%。公司的技术基础设 施稳定，曾在2024年双11期间处理约16亿份订单。 聚水潭已通过港交所上市聆讯，中金公司（601995）、摩根大通为其联席保荐人。 聚水潭是中国最大的电商SaaS ERP提供商，2024年市场份额为24.4%，该市场规模为人民币31亿元。在 电商运营SaaS市场中，聚水潭按2024年SaaS总收入计排名第一，市场份额为8.7%。 ...

Company News - Guolin Technology plans to acquire 91.07% of Xinjiang Kailianjie Petrochemical Co., Ltd. for cash, which is expected to constitute a major asset restructuring. The funding will come from self-owned funds and bank loans [4][5] - Fulin Precision plans to jointly increase capital in its subsidiary Jiangxi Shenghua with CATL, with Fulin contributing 1 billion yuan and CATL contributing 2.563 billion yuan. This transaction is expected to constitute a major asset restructuring [6] - Baicheng Co., Ltd. intends to acquire 55% of Shanghai Canxi Engineering Equipment Co., Ltd. through a combination of share issuance and cash payment, which is not expected to constitute a major asset restructuring [7] - Diao Micro plans to acquire equity in Rongpai Semiconductor (Shanghai) Co., Ltd. through share issuance and cash payment, with the transaction's classification as a major asset restructuring yet to be determined [7] - Hubei Energy signed a cooperation agreement with Xiangyang City government to invest 26.7 billion yuan in clean energy projects during the 14th Five-Year Plan period [7] - Suochen Technology plans to acquire 60% of Likong Technology for 192 million yuan, which will become a secondary holding subsidiary post-transaction [8] - Sailis plans to purchase 10% of Shenzhen Yingwang Intelligent Technology Co., Ltd. from Huawei for 11.5 billion yuan, with all payments completed as of the announcement date [8] - Bohai Automobile intends to acquire multiple stakes in various companies through share issuance and cash payment, with a total transaction value of 2.728 billion yuan [9] - Hengwei Technology plans to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd. through share issuance and cash payment, which is not expected to constitute a major asset restructuring [10] Industry News - The National Development and Reform Commission announced a new policy financial tool with a total scale of 500 billion yuan, aimed at supplementing project capital [2] - The Ministry of Water Resources reported that investment in water conservancy construction is expected to exceed 5.4 trillion yuan during the 14th Five-Year Plan, significantly higher than the previous plan [3] - The Ministry of Industry and Information Technology, along with other departments, released a work plan for the machinery industry, targeting an average annual revenue growth rate of around 3.5% from 2025 to 2026 [3]

智通财经APP获悉，据港交所9月29日披露，聚水潭集团股份有限公司(以下简称：聚水潭)通过港交所主 板上市聆讯，中金公司、摩根大通为其联席保荐人。 据招股书，根据灼识咨询的资料，以2024年的相关收入计，聚水潭是中国最大的电商SaaS ERP提供商， 占据24.4%的市场份额(超过第二至第五大参与者的市场份额总和)。根据灼识咨询的资料，2024年中国 电商SaaS ERP市场的规模(按商家支出计)为人民币31亿元。在中国电商运营SaaS市场中，按2024年SaaS 总收入计，该公司同样排名第一，市场份额为8.7%。 | | | | 截至12月31日止年度 | | | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 人民幣 | 8 | 人民幣 | 8 | 人民幣 | રે | 人民幣 | 8 | 人民幣 | હે | | | | | | | | | (未經審核) | ...

北森控股(09669)发布公告，于2025年9月29日斥资200.7万港元回购股份24.52万股，每股回购价格为 8.05-8.2港元。 ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Mindray Medical, Huichuan Technology, United Imaging Healthcare, Shenzhen South Circuit, and Aibo Medical [11][13] - In the last five days, the most popular companies for institutional research include Jepu Tech, Ganli Pharmaceutical, Shiji Information, Guangri Co., and Nenghui Technology [11][12] - Among the top twenty companies in the past 30 days, 12 companies had 10 or more rating agencies involved, with significant profit growth expected for Lankai Technology, Huichuan Technology, and Sanhua Intelligent Control in their 2025 mid-year reports compared to 2024 [11][12] Group 2: Shareholder Increase and Buyback Strategies - From September 22 to September 26, 2025, four listed companies announced significant shareholder increases [18] - A total of 71 companies announced buyback progress during the same period, with 22 of them having 10 or more rating agencies involved [24] - From January 1 to September 26, 2025, 274 companies announced shareholder increases, with 86 of them having 10 or more rating agencies involved [20] Group 3: Buyback Situation - From January 1 to September 26, 2025, 1,747 companies announced buyback progress, with 414 of them having 10 or more rating agencies involved [26] - Among these, 108 companies had a buyback amount that exceeded 1% of their market value on the announcement date [26][27] - Specific companies in the buyback phase include Chengde Lulu, Liugong, Shantui, Huaming Equipment, Jian Sheng Group, Ruoyu Chen, and China Jushi [27]

Group 1 - New Zhi Software (SH 688590) announced the convening of its 25th meeting of the fourth board of directors on September 29, 2025, to discuss the proposal for the first extraordinary general meeting of shareholders in 2025 [1] - For the fiscal year 2024, the revenue composition of New Zhi Software is as follows: insurance industry 36.49%, enterprise services 34.69%, banking and other financial sectors 25.14%, overseas business 3.57%, and other businesses 0.1% [1] - As of the report date, New Zhi Software has a market capitalization of 6 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

2025 年 9 月 29 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 行业、公司点评 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 26,128 | -1.35 | 30.25 | | 恒生国企 | 9,303 | -1.49 | 27.62 | | 恒生科技 | 6,195 | -2.89 | 38.65 | | 上证综指 | 3,828 | -0.65 | 14.21 | | 深证综指 | 2,471 | -1.54 | 26.22 | | 深圳创业板 | 3,152 | -2.60 | 47.16 | | 美国道琼斯 | 46,247 | 0.65 | 8.70 | | 美国标普 500 | 6,644 | 0.59 | 12.96 | | 美国纳斯达克 | 22,484 | 0.44 | 16.43 | | 德国 DAX | 23,739 | 0.87 | 19.24 ...