Core Insights - The stock price of ZTE Information increased by 2.00% on October 30, reaching 66.20 CNY per share, with a market capitalization of 8.02 billion CNY [1] - The company has seen a year-to-date stock price increase of 91.87%, with a recent 5-day increase of 5.08% and a 20-day decrease of 9.32% [1] Financial Performance - For the period from January to September 2025, ZTE Information reported a revenue of 263 million CNY, representing a year-on-year growth of 8.03%, and a net profit attributable to shareholders of 44.60 million CNY, which is a significant increase of 122.02% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 74.25 million CNY, with 35.75 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2] - Notable institutional shareholders include FuGuo New Emerging Industries Stock A/B as the second-largest shareholder with 2.05 million shares, and DeBang Stable Growth Flexible Allocation Mixed A as a new shareholder with 902,200 shares [3] Business Overview - ZTE Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing equipment core firmware and cloud platform technology [1] - The company's revenue composition includes 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business, with IoT cloud services accounting for 22.80% [1] Industry Context - ZTE Information operates within the IT services sector, specifically under the subcategory of IT services III, and is associated with concepts such as Huawei Harmony, MCP concept, and AI Agent [2]

10月29日，卓易信息盘中下跌2.09%，截至11:00，报65.60元/股，成交1.16亿元，换手率1.43%，总市值 79.47亿元。 资金流向方面，主力资金净流出1193.49万元，特大单买入806.97万元，占比6.94%，卖出1515.16万元， 占比13.03%；大单买入1944.65万元，占比16.73%，卖出2429.95万元，占比20.90%。 卓易信息今年以来股价涨90.13%，近5个交易日涨4.93%，近20日跌11.11%，近60日涨15.19%。 资料显示，江苏卓易信息科技股份有限公司位于江苏省宜兴市新街街道兴业路298号，成立日期2008年5 月12日，上市日期2019年12月9日，公司主营业务涉及以自主知识产权的云计算设备核心固件(BIOS、 BMC)技术与云平台技术为依托开展业务。主营业务收入构成为：云计算设备核心固件业务35.09%，云 服务业务33.64%，PB业务27.98%，其中:物联网云服务22.80%，其中:政企云服务10.84%，其他(补 充)3.30%。 卓易信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：华为鸿蒙、MCP概念、华 为欧拉、 ...

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has experienced a decline of 5.12%, with a current price of 62.30 yuan per share and a total market capitalization of 7.547 billion yuan [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main business revenue derived from core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's revenue breakdown includes IoT cloud services (22.80%), government and enterprise cloud services (10.84%), and other services (3.30%) [1] Group 2 - Red Soil Innovation Fund has a significant holding in Zhuoyi Information, with its fund holding 51,900 shares, representing 3.37% of the fund's net value, ranking as the tenth largest holding [2] - The Red Soil Innovation Smart Manufacturing Mixed Fund A (013250) has a total scale of 721.455 million yuan and has achieved a year-to-date return of 62.79%, ranking 346 out of 8161 in its category [2] - The fund manager, Gai Junlong, has been in position for 11 years and has achieved a best fund return of 221.82% during his tenure [3]

Company Overview - ZTE Information Technology Co., Ltd. is located in Yixing City, Jiangsu Province, and was established on May 12, 2008. The company went public on December 9, 2019. Its main business involves cloud computing equipment core firmware (BIOS, BMC) technology and cloud platform technology [1] - The revenue composition of the company includes: 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business. Within cloud services, 22.80% comes from IoT cloud services, 10.84% from government and enterprise cloud services, and 3.30% from other services [1] Stock Performance - On September 24, ZTE Information's stock fell by 5.12%, trading at 70.02 CNY per share, with a transaction volume of 183 million CNY and a turnover rate of 2.11%. The total market capitalization is 8.482 billion CNY [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Great Wall Fund holds ZTE Information. The Great Wall Reform Dividend Mixed A Fund (001255) held 78,000 shares in the second quarter, accounting for 3.32% of the fund's net value, making it the eighth largest holding. The estimated floating loss today is approximately 294,900 CNY [2] - The Great Wall Reform Dividend Mixed A Fund was established on June 9, 2015, with a latest scale of 114 million CNY. Year-to-date returns are 17.58%, ranking 4626 out of 8173 in its category; the one-year return is 68.42%, ranking 1786 out of 7996; and since inception, the return is 2.01% [2] Fund Manager Information - The fund manager of the Great Wall Reform Dividend Mixed A Fund is Zhao Fengfei, who has been in the position for 7 years and 203 days. The total asset scale of the fund is 899 million CNY, with the best fund return during his tenure being 51.86% and the worst being -0.85% [3]