1月30日，卓易信息跌5.08%，截至发稿，报147.32元/股，成交8.33亿元，换手率4.55%，总市值178.47 亿元。 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%。 从卓易信息十大流通股东角度 数据显示，富国基金旗下1只基金位居卓易信息十大流通股东。富国新兴产业股票A（001048）三季度 新进十大流通股东，持有股数204.93万股，占流通股的比例为1.69%。根据测算，今日浮亏损失约 1614.83万元。 富国新兴产业股票A（001048）成立日期2015年3月12日，最新规模69.25亿。今年以来收益4.38%，同 类排名3537/5557；近一年收益68.59%，同类排名465/4285；成立以来收益304. ...

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock price increased by 10.1% to 121.00 CNY per share, with a total market capitalization of 14.658 billion CNY as of the report date [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main revenue sources being core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's IoT cloud services account for 22.80% of its revenue, with government and enterprise cloud services contributing 10.84% [1] Group 2 - The Hongyi Yuanfang Consumption Upgrade Mixed A Fund (006644) has increased its holdings in Zhuoyi Information by 7,000 shares, bringing its total to 47,000 shares, which represents 5.05% of the fund's net value [2] - The fund has achieved a year-to-date return of 12.71% and ranks 239 out of 9,012 in its category [2] - The fund manager, Zhang Jin, has a tenure of nearly 20 years, with the best fund return during this period being 15.55% [3]

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has seen a significant increase, with a rise of 5.13% to 99.98 CNY per share, and a total market capitalization of 12.11 billion CNY [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main revenue sources being core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's cloud service segment includes IoT cloud services (22.80%) and government-enterprise cloud services (10.84%), with other supplementary services contributing 3.30% [1] Group 2 - From the perspective of major fund holdings, Dachen Fund has a significant position in Zhuoyi Information, with its Dachen Zhizhen Return Mixed A Fund holding 248,600 shares, representing 2.38% of the fund's net value [2] - The Dachen Zhizhen Return Mixed A Fund has a total size of 636 million CNY and has achieved a year-to-date return of 6.83%, ranking 797 out of 8827 in its category [2] - The fund manager, Du Cong, has been in charge for 5 years and 138 days, with the fund's total assets amounting to 4.436 billion CNY, achieving a best return of 84.85% during his tenure [3]

Core Viewpoint - Zhuoyi Information's stock price has shown significant growth this year, with a 100.41% increase, reflecting strong business performance and market interest [1][2]. Financial Performance - For the period from January to September 2025, Zhuoyi Information achieved a revenue of 263 million yuan, representing a year-on-year growth of 8.03% [2]. - The net profit attributable to shareholders for the same period was 44.6 million yuan, which is a substantial increase of 122.02% year-on-year [2]. Stock Market Activity - As of December 25, Zhuoyi Information's stock price was 68.95 yuan per share, with a market capitalization of 8.353 billion yuan [1]. - The stock experienced a trading volume of 157 million yuan, with a turnover rate of 1.91% [1]. - The stock has seen a net outflow of 8.45 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - 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 Fu Guo New Emerging Industries Stock A and De Bang Stable Growth Flexible Allocation Mixed A, with changes in their holdings [3]. Business Segmentation - Zhuoyi Information's main business segments include core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%), with IoT cloud services making up 22.80% of the cloud services segment [1].

Core Viewpoint - ZTE Information's stock price has increased by 94.25% year-to-date, with a recent decline of 2.06% on November 28, 2023, indicating volatility in the market [1] Company Overview - Jiangsu ZTE Information Technology Co., Ltd. was established on May 12, 2008, and went public on December 9, 2019. The company focuses on cloud computing equipment core firmware and cloud platform technology [1] - The main revenue sources are: core firmware business (35.09%), cloud services (33.64%), and PB business (27.98%), with IoT cloud services contributing 22.80% and enterprise cloud services 10.84% [1] Financial Performance - For the period from January to September 2025, ZTE Information reported revenue of 263 million yuan, a year-on-year increase of 8.03%, and a net profit attributable to shareholders of 44.6 million yuan, reflecting a significant growth of 122.02% [2] - Cumulative cash dividends since the A-share listing amount to 74.25 million yuan, with 35.75 million yuan 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: - Second largest: Fortune New Emerging Industries Stock A (001048) with 2.0493 million shares - Fifth largest: Nuoan Active Return Mixed A (001706) with 1.2645 million shares, down by 196,300 shares from the previous period - Seventh largest: Debon Stable Growth Flexible Allocation Mixed A (004260) as a new shareholder with 902,200 shares [3]

Core Viewpoint - Zhuoyi Information (688258.SH) is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to optimize its capital structure, broaden financing channels, and enhance its global development strategy and brand influence [2] Company Overview - Zhuoyi Information, established on May 12, 2008, is a leading enterprise in the core firmware field of cloud computing equipment in China, focusing on the basic software industry [2] - The company provides integrated development tools (IDE) products and services for government and enterprise clients, small and medium-sized software companies, and software developers, as well as core firmware (BIOS, BMC) products and services for CPU and computing device manufacturers [2] Financial Information - As of November 21, 2025, Zhuoyi Information's total market capitalization is approximately 7.499 billion RMB [2]

Core Viewpoint - Zhuoyi Information's stock price has experienced fluctuations, with a year-to-date increase of 78.95% but a recent decline in the last 20 and 60 days [1][2]. Financial Performance - For the period from January to September 2025, Zhuoyi Information achieved a revenue of 263 million yuan, representing a year-on-year growth of 8.03% [2]. - The net profit attributable to the parent company for the same period was 44.6 million yuan, showing a significant year-on-year increase of 122.02% [2]. Shareholder Information - 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]. - The company has distributed a total of 74.25 million yuan in dividends since its A-share listing, with 35.75 million yuan distributed over the past three years [3]. Stock Performance and Market Activity - On November 20, Zhuoyi Information's stock fell by 2.08%, trading at 61.74 yuan per share, with a market capitalization of 7.479 billion yuan [1]. - The stock has seen a net outflow of 1.85 million yuan in principal funds, with large orders accounting for 14.98% of purchases and 19.28% of sales [1]. Business Overview - Zhuoyi 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 revenue composition includes 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business, with IoT cloud services contributing 22.80% [1].

Core Insights - The stock price of ZTE Information has decreased by 2.04% to 62.30 CNY per share, with a total market capitalization of 7.547 billion CNY [1] - The company has seen a year-to-date stock price increase of 80.57%, but a decline of 21.04% over the past 60 days [1] - ZTE Information's main business segments include core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [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% [2] - The net profit attributable to the parent company was 44.6007 million CNY, showing a significant increase of 122.02% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 74.2472 million CNY, with 35.7468 million CNY distributed in the last three years [3] Shareholder Information - 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 and DeBang Stable Growth Flexible Allocation Mixed A, with changes in their holdings [3]

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has declined by 5.12%, with a current price of 63.40 CNY per share and a total market capitalization of 7.68 billion CNY [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing equipment core firmware and cloud platform technology, with its main business revenue composition being 35.09% from core firmware, 33.64% from cloud services, and 27.98% from PB business [1] - The company's revenue from IoT cloud services is 22.80%, with government and enterprise cloud services contributing 10.84% and other services accounting for 3.30% [1] Group 2 - From the perspective of fund holdings, Guotai Fund has one fund heavily invested in Zhuoyi Information, specifically the Guotai Jinlong Industry Select Mixed Fund, which reduced its holdings by 10,010 shares in the third quarter [2] - The current holding of the fund is 388,300 shares, representing 3.19% of the fund's net value, making it the eighth largest holding [2] - The fund has experienced a floating loss of approximately 1.328 million CNY today [2] Group 3 - The fund manager of Guotai Jinlong Industry Select Mixed Fund is Chen Yi, who has been in the position for 3 years and 139 days [3] - The total asset size of the fund is 892 million CNY, with the best return during Chen Yi's tenure being -13.02% [3] - The fund's performance this year is 16.82%, ranking 4718 out of 8150 in its category, while the one-year return is 17.92%, ranking 4246 out of 8043 [2][3]

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]