截至发稿，张雷累计任职时间211天，现任基金资产总规模983.57万元，任职期间最佳基金回报 19.51%， 任职期间最差基金回报19.51%。 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。 责任编辑：小浪快报 10月10日，深信服跌5.05%，截至发稿，报118.71元/股，成交5.78亿元，换手率1.72%，总市值500.82亿 元。 数据显示，浙商证券资管旗下1只基金重仓深信服。浙商鼎盈事件驱动混合(LOF)（169201）二季度增 持400股，持有股数4600股，占基金净值比例为4.4%，位居第七大重仓股。根据测算，今日浮亏损失约 2.91万元。 浙商鼎盈事件驱动混合(LOF)（169201）成立日期2016年12月7日，最新规模983.6万。今年以来收益 30.03%，同类排名3595/8166；近一年收益20.98%，同类排名4455/8014；成立以来收益81.95%。 浙商鼎盈事件驱动混合(LOF)（169201）基金经理为张雷。 资料显示，深信服科技股 ...

10月10日，深信服跌5.05%，截至发稿，报118.71元/股，成交5.75亿元，换手率1.71%，总市值500.82亿 元。 资料显示，深信服科技股份有限公司位于广东省深圳市南山区西丽街道西丽社区仙洞路16号深信服科技 大厦，成立日期2000年12月25日，上市日期2018年5月16日，公司主营业务涉及信息安全。主营业务收 入构成为：网络安全业务47.68%，云计算及IT基础设施业务46.36%，基础网络和物联网业务5.96%。 截至发稿，章劲累计任职时间19年265天，现任基金资产总规模7735.06万元，任职期间最佳基金回报 15.55%， 任职期间最差基金回报-1.53%。 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。 责任编辑：小浪快报 数据显示，弘毅远方基金旗下1只基金重仓深信服。弘毅远方消费升级混合A（006644）二季度持有股 数2.8万股，占基金净值比例为6.68%，位居第三大重仓股。根据测算，今日浮亏损失约17.7万元。 弘毅远方消费升级混合A（0 ...

10月10日，深信服跌5.05%，截至发稿，报118.71元/股，成交5.81亿元，换手率1.73%，总市值500.82亿 元。 资料显示，深信服科技股份有限公司位于广东省深圳市南山区西丽街道西丽社区仙洞路16号深信服科技 大厦，成立日期2000年12月25日，上市日期2018年5月16日，公司主营业务涉及信息安全。主营业务收 入构成为：网络安全业务47.68%，云计算及IT基础设施业务46.36%，基础网络和物联网业务5.96%。 从基金十大重仓股角度 截至发稿，刘先政累计任职时间7年256天，现任基金资产总规模2.87亿元，任职期间最佳基金回报 118.04%， 任职期间最差基金回报-34.66%。 张艺敏累计任职时间5年27天，现任基金资产总规模2.87亿元，任职期间最佳基金回报23.99%， 任职期 间最差基金回报-40.75%。 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。 责任编辑：小浪快报 数据显示，中银证券旗下1只基金重仓深信服。中银证券中证500ETF ...

Company Overview - Deepin Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on December 25, 2000. The company went public on May 16, 2018. Its main business involves information security, with revenue composition as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1]. Stock Performance - As of September 26, Deepin's stock price decreased by 2.15%, trading at 120.80 CNY per share, with a total market capitalization of 50.964 billion CNY. The stock has increased by 110.68% year-to-date, with a 1.40% increase over the last five trading days, a 6.72% decrease over the last 20 days, and a 35.23% increase over the last 60 days [1]. - The company has seen a net outflow of 7.7519 million CNY in principal funds, with significant buying and selling activity from large orders [1]. Financial Performance - For the first half of 2025, Deepin reported a revenue of 3.009 billion CNY, representing a year-on-year growth of 11.16%. However, the net profit attributable to shareholders was -228 million CNY, which is a 61.54% increase compared to the previous period [2]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 14.04% to 27,600, with an average of 10,081 circulating shares per person, an increase of 16.35% [2]. - The company has distributed a total of 297 million CNY in dividends since its A-share listing, with 47.074 million CNY distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 13.4141 million shares, a decrease of 2.6082 million shares from the previous period. Other notable shareholders include Wanjiayouxuan and E Fund's ChiNext ETF, with varying changes in their holdings [3].

Group 1 - The core point of the news is that 深信服科技股份有限公司 (Deepin Technology Co., Ltd.) experienced a stock price increase of 5.02%, reaching 126.05 CNY per share, with a trading volume of 569 million CNY and a turnover rate of 1.65%, resulting in a total market capitalization of 53.178 billion CNY [1] - The company, founded on December 25, 2000, and listed on May 16, 2018, is primarily engaged in information security, with its revenue composition being 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - From the perspective of fund holdings, 太平基金 (Taiping Fund) has one fund heavily invested in 深信服, specifically the 太平睿庆混合A (Taiping Ruiqing Mixed A) fund, which held 10,100 shares in the second quarter, accounting for 0.83% of the fund's net value, ranking as the tenth largest holding [2] - The 太平睿庆混合A fund, established on December 21, 2021, has a current size of 112 million CNY, with a year-to-date return of 3.09% and a one-year return of 6.18%, ranking 7312 out of 8003 in its category [2] - The fund manager, 甘源 (Gan Yuan), has been in the position for 4 years and 217 days, overseeing total assets of 6.266 billion CNY, with the best fund return during his tenure being 8.84% and the worst being -0.84% [2]

Group 1 - The core viewpoint of the news is that 深信服科技股份有限公司 (Deepin Technology Co., Ltd.) has seen a significant stock price increase of 5.21%, reaching 124.46 CNY per share, with a total market capitalization of 52.507 billion CNY [1] - The company was established on December 25, 2000, and went public on May 16, 2018, focusing on information security as its main business [1] - The revenue composition of the company is as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under 浙商证券资管 (Zheshang Securities Asset Management) has heavily invested in 深信服, specifically the 浙商鼎盈事件驱动混合(LOF) (Zheshang Dingying Event-Driven Mixed Fund) [2] - In the second quarter, this fund increased its holdings by 400 shares, bringing the total to 4,600 shares, which represents 4.4% of the fund's net value, ranking it as the seventh largest heavy stock [2] - The fund has achieved a year-to-date return of 20.51%, ranking 4,105 out of 8,174 in its category, and a one-year return of 42.96%, ranking 3,734 out of 7,981 [2] Group 3 - The fund manager of 浙商鼎盈事件驱动混合(LOF) is 张雷 (Zhang Lei), who has been in the position for 183 days [3] - The total asset size of the fund is approximately 983.57 million CNY, with the best and worst fund returns during the manager's tenure both recorded at 9.36% [3]

Group 1 - The core viewpoint of the news is that 深信服科技股份有限公司 (Deepin Technology Co., Ltd.) has seen a stock price increase of 5.21%, reaching 124.46 CNY per share, with a total market capitalization of 52.507 billion CNY [1] - The company was established on December 25, 2000, and went public on May 16, 2018. Its main business areas include information security, with revenue composition as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] - 国金基金 (Guojin Fund) has a significant holding in 深信服, specifically in the 国金鑫悦经济新动能A (Guojin Xinyue Economic New Momentum A) fund, which reduced its holdings by 23,300 shares in the second quarter, now holding 22,700 shares, accounting for 3.53% of the fund's net value [2] Group 2 - The fund manager of 国金鑫悦经济新动能A is 王小刚 (Wang Xiaogang), who has been in the position for 2 years and 260 days, with the fund's total asset size at 234 million CNY. The best return during his tenure is 15.05%, while the worst is 12.73% [3] - The fund has achieved a year-to-date return of 8.02%, ranking 6150 out of 8174 in its category, and a one-year return of 30.24%, ranking 5115 out of 7981 [2]

Group 1 - The core viewpoint of the news is that 深信服科技股份有限公司 (Deepin Technology Co., Ltd.) has seen a stock price increase of 5.21%, reaching 124.46 CNY per share, with a total market capitalization of 52.507 billion CNY [1] - The company was established on December 25, 2000, and went public on May 16, 2018. Its main business areas include information security, with revenue composition as follows: 47.68% from network security, 46.36% from cloud computing and IT infrastructure, and 5.96% from basic networking and IoT [1] Group 2 - 中银证券 (Bank of China Securities) has a fund that heavily invests in 深信服, specifically the 中银证券中证500ETF联接A (Bank of China Securities CSI 500 ETF Linked A), which held 100 shares, accounting for 0.01% of the fund's net value [2] - The fund has a total scale of 64.8198 million CNY and has achieved a year-to-date return of 23.71%, ranking 2093 out of 4222 in its category [2] - The fund managers, 刘先政 (Liu Xianzheng) and 张艺敏 (Zhang Yimin), have had varying performance, with Liu achieving a best return of 118.04% during his tenure, while Zhang's best return was 17.86% [2]

Core Viewpoint - The stock of Deepin Technology has shown significant growth this year, with a year-to-date increase of 85.22%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Deepin Technology reported revenue of 3.009 billion yuan, representing a year-on-year growth of 11.16%. However, the company experienced a net loss attributable to shareholders of 228 million yuan, which is an improvement of 61.54% compared to the previous period [2]. - Since its A-share listing, the company has distributed a total of 297 million yuan in dividends, with 47.074 million yuan distributed over the past three years [3]. Stock Market Activity - As of August 22, the stock price reached 106.20 yuan per share, with a market capitalization of 44.804 billion yuan. The stock has seen a trading volume of 3.06 billion yuan and a turnover rate of 1.05% [1]. - The stock has been actively traded, with a net inflow of 7.577 million yuan from main funds and significant buying activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 14.04% to 27,600, while the average number of circulating shares per person increased by 16.35% to 10,081 shares [2]. - The top ten circulating shareholders include notable entities such as Hong Kong Central Clearing Limited and Wanjiayouxuan, with some shareholders increasing or decreasing their holdings [3].

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [4][7]. Core Insights - The company's key financial indicators, including revenue, profit, cash flow, and contract liabilities, have shown continuous improvement, driven by the recovery in government client demand and rapid growth in cloud and overseas revenues [1][7]. - The company is well-positioned to benefit from the current AI industry development due to its comprehensive capabilities in "cloud + security + storage" [1][7]. Financial Data and Valuation - The projected total revenue for 2023 is 7,662 million yuan, with a year-on-year growth of 3%. For 2024, it is expected to decrease by 2% to 7,520 million yuan, followed by a significant increase of 14% in 2025 to 8,558 million yuan [3][12]. - The projected net profit attributable to the parent company for 2023 is 198 million yuan, with a growth of 2%. It is expected to remain stable in 2024 and then increase by 71% in 2025 to 336 million yuan [3][12]. - The company's earnings per share (EPS) is projected to be 0.47 yuan in 2023, remaining the same in 2024, and increasing to 0.80 yuan in 2025 [3][13]. - The price-to-earnings (PE) ratio is projected to decrease from 221.9 in 2023 to 130.5 in 2025, indicating a potential improvement in valuation [3][13]. Performance Metrics - The company achieved a revenue of 3,009 million yuan in the first half of 2025, representing a year-on-year increase of 11.16%. The net profit attributable to the parent company was -228 million yuan, showing a significant improvement of 61.54% year-on-year [7]. - The cash flow from operating activities for the first half of 2025 was -235 million yuan, with a year-on-year increase of 75.93% [7]. - The gross margin for the first half of 2025 was 62.09%, an increase of 0.75 percentage points year-on-year, with the cloud computing business gross margin increasing by 3.46 percentage points [7]. Growth Drivers - The recovery in demand from government clients and the growth in cloud and overseas markets are identified as key growth drivers for the company [7]. - The revenue from enterprise clients increased by 6.61% year-on-year, while revenue from government and other sectors grew by 16.98% and 11.23%, respectively [7]. - The company's international market revenue reached 254 million yuan, reflecting a year-on-year growth of 35.33% [7].