东方国信所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：AI文生视频、Web3概念、 数字水印、职业教育、时空大数据等。 截至9月30日，东方国信股东户数8.00万，较上期减少6.66%；人均流通股11328股，较上期增加7.14%。 2025年1月-9月，东方国信实现营业收入14.31亿元，同比减少3.73%；归母净利润-9848.74万元，同比减 少568.46%。 分红方面，东方国信A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 11月26日，东方国信（维权）盘中下跌2.02%，截至13:51，报11.13元/股，成交3.96亿元，换手率 3.87%，总市值126.74亿元。 ...

分红方面，东方国信A股上市后累计派现1.56亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出8799.93万元，特大单买入4050.56万元，占比5.03%，卖出6932.51万 元，占比8.62%；大单买入1.71亿元，占比21.21%，卖出2.30亿元，占比28.57%。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 东方国信今年以来股价涨22.66%，近5个交易日涨13.26%，近20日涨9.81%，近60日跌7.76%。 今年以来东方国信已经2次登上龙虎榜，最近一次登上龙虎榜为8月6日，当日龙虎榜净买入1.54亿元； 买入总计4.08亿元 ，占总成交额比13.50%；卖出总计2.55亿元 ，占总成交额比8.42%。 11月18日，东方国 ...

11月17日，东方国信（维权）涨12.89%，成交额14.58亿元。两融数据显示，当日东方国信获融资买入 额1.24亿元，融资偿还1.53亿元，融资净买入-2872.69万元。截至11月17日，东方国信融资融券余额合 计8.86亿元。 机构持仓方面，截止2025年9月30日，东方国信十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1023.74万股，相比上期减少338.82万股。南方中证1000ETF（512100）位居第五大流通股 东，持股832.83万股，相比上期减少8.92万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股495.08万股，相比上期减少9400.00股。 责任编辑：小浪快报 资料显示，北京东方国信科技股份有限公司位于北京市朝阳区创达三路1号院1号楼东方国信大厦，成立 日期1997年7月28日，上市日期2011年1月25日，公司主营业务涉及为客户提供企业级大数据和云计算产 品、工业互联网平台以及行业整体解决方案。主营业务收入构成为：定制软件开发及服务76.59%，系 统集成业务16.14%，云计算业务5.60%，软件产品1.68%。 截至9月30日，东方国 ...

Core Points - Oriental国信's stock price increased by 5.02% to 10.66 CNY per share, with a trading volume of 282 million CNY and a turnover rate of 2.98%, resulting in a total market capitalization of 12.139 billion CNY [1] - The company, established on July 28, 1997, and listed on January 25, 2011, specializes in providing enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [1] - The revenue composition of Oriental国信 includes 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [1] Shareholder Information - Among the top ten circulating shareholders of Oriental国信, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 89,200 shares in the third quarter, now holding 8.3283 million shares, which accounts for 0.92% of the circulating shares [2] - The estimated floating profit from this position is approximately 4.2474 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY, yielding 27.12% this year, ranking 2130 out of 4216 in its category [2] Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 360 days, managing total assets of 122.76 billion CNY [3] - During Cui Lei's tenure, the best fund return was 182.39%, while the worst return was -15.93% [3]

Core Viewpoint - Dongfang Guoxin is a leading enterprise in the fields of big data, cloud computing, and industrial internet in China, providing comprehensive services with significant technological advantages [1] Group 1: Business Performance - In Q3 2025, Dongfang Guoxin reported revenue of 1.431 billion yuan, ranking 35th among 131 companies in the industry, with the industry leader, Digital China, generating 102.365 billion yuan [2] - The company's main business composition includes customized software development and services at 721 million yuan (76.59%), system integration at 152 million yuan (16.14%), cloud computing at 52.675 million yuan (5.60%), and software products at 15.799 million yuan (1.68%) [2] - The net profit for the same period was -110 million yuan, ranking 116th in the industry, with the industry leader, Unisplendour, reporting a net profit of 1.723 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio of Dongfang Guoxin was 38.11%, slightly below the industry average of 38.93% [3] - The gross profit margin for Q3 2025 was 32.50%, higher than the industry average of 29.96% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.66% to 80,000, while the average number of circulating A-shares held per account increased by 7.14% to 11,300 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked fourth with 10.2374 million shares, a decrease of 3.3882 million shares from the previous period [5] Group 4: Strategic Developments - On August 11, 2025, Dongfang Guoxin planned to acquire a 33.35% stake in Shituo Cloud, increasing its ownership to 51%, which operates the largest C-end AI computing cloud platform in the country [6] - The company aims to capture 20% to 50% of the education and research market, with expectations for revenue growth from 2.870 billion yuan in 2025 to 4.369 billion yuan in 2027 [6]

Core Viewpoint - Oriental国信's stock price has shown fluctuations with a year-to-date increase of 10.53%, but a decline of 3.73% in revenue for the first nine months of 2025 compared to the previous year [1][2]. Group 1: Stock Performance - As of October 30, Oriental国信's stock price rose by 2.06% to 10.39 CNY per share, with a trading volume of 1.38 billion CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 11.832 billion CNY [1]. - The stock has experienced a net inflow of 11.6762 million CNY from main funds, with significant buying activity from large orders [1]. - The stock has appeared on the龙虎榜 twice this year, with the most recent net purchase of 154 million CNY on August 6 [1]. Group 2: Company Overview - Beijing Oriental国信科技股份有限公司, established on July 28, 1997, and listed on January 25, 2011, specializes in enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions [2]. - The company's revenue composition includes 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [2]. - As of September 30, 2025, the number of shareholders decreased by 6.66% to 80,000, with an average of 11,328 circulating shares per person, an increase of 7.14% [2]. Group 3: Financial Performance - For the period from January to September 2025, Oriental国信 reported a revenue of 1.431 billion CNY, a year-on-year decrease of 3.73%, and a net profit attributable to shareholders of -98.4874 million CNY, a decline of 568.46% [2]. - The company has cumulatively distributed 156 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the fourth-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.2374 million shares, a decrease of 3.3882 million shares from the previous period [3]. - The fifth-largest circulating shareholder is Southern CSI 1000 ETF, holding 8.3283 million shares, down by 89,200 shares [3]. - The eighth-largest circulating shareholder is Huaxia CSI 1000 ETF, holding 4.9508 million shares, with a decrease of 9,400 shares [3].

Core Insights - On October 23, Dongfang Guoxin's stock rose by 0.29% with a trading volume of 247 million yuan, indicating a stable market interest in the company [1] - The company reported a net financing outflow of 464.39 million yuan on the same day, with a total financing and margin balance of 870 million yuan, suggesting a high level of trading activity [1] - For the first half of 2025, Dongfang Guoxin's revenue decreased by 8.37% year-on-year to 941 million yuan, and the net profit attributable to shareholders was a loss of 79.17 million yuan, reflecting financial challenges [2] Financing and Margin Data - On October 23, the financing buy amount was 17.17 million yuan, while the financing repayment was 21.82 million yuan, leading to a net financing buy of -4.64 million yuan [1] - The current financing balance of 867 million yuan accounts for 7.37% of the market capitalization, which is above the 60th percentile of the past year, indicating a relatively high level of leverage [1] - The margin trading data shows a short selling of 2,200 shares and a repayment of 10,600 shares, with a margin balance of 2.86 million yuan, also above the 70th percentile of the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders decreased by 4.37% to 85,700, while the average number of circulating shares per person increased by 4.57% to 10,573 shares [2] - The company has cumulatively distributed 156 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited increased its holdings by 3.95 million shares to 13.63 million shares, indicating growing institutional interest [3]

Group 1 - The stock of Dongfang Guoxin fell by 5.1%, trading at 10.43 CNY per share, with a total market capitalization of 11.877 billion CNY [1] - Dongfang Guoxin specializes in providing enterprise-level big data and cloud computing products, industrial internet platforms, and overall industry solutions, with revenue composition as follows: 76.59% from custom software development and services, 16.14% from system integration, 5.60% from cloud computing, and 1.68% from software products [1] Group 2 - The Vanguard Fund has a significant holding in Dongfang Guoxin, with the Vanguard Juyuan A (004724) increasing its stake by 7,600 shares, totaling 22,500 shares, which represents 5.68% of the fund's net value [2] - The Vanguard Juyuan A fund has experienced a loss of 8.89% year-to-date, ranking 8134 out of 8160 in its category, while achieving a one-year return of 10.3%, ranking 5919 out of 8021 [2]

Core Viewpoint - Oriental国信's stock price has shown a year-to-date increase of 17.23%, but recent trading indicates a slight decline, with a 2.04% drop on October 16, 2023, reflecting mixed investor sentiment and market activity [1][2]. Group 1: Stock Performance - As of October 16, 2023, Oriental国信's stock price is reported at 11.02 yuan per share, with a total market capitalization of 12.549 billion yuan [1]. - The stock has experienced a 0.45% decline over the last five trading days, a 4.45% increase over the last 20 days, and a 9.43% increase over the last 60 days [1]. - The company has appeared on the龙虎榜 twice this year, with the most recent appearance on August 6, 2023, where it recorded a net buy of 154 million yuan [1]. Group 2: Financial Performance - For the first half of 2025, Oriental国信 reported a revenue of 941 million yuan, representing a year-on-year decrease of 8.37%, and a net profit attributable to shareholders of -79.1744 million yuan, a significant decline of 625.60% [2]. - The company's main revenue sources include customized software development and services (76.59%), system integration (16.14%), cloud computing (5.60%), and software products (1.68%) [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Oriental国信 is reported at 85,700, a decrease of 4.37% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.9487 million shares, and Southern CSI 1000 ETF, which increased its holdings by 1.6012 million shares [3].

Core Viewpoint - Oriental国信's stock has shown a positive trend with a year-to-date increase of 20.43%, indicating strong market interest and potential growth opportunities [1][2]. Financial Performance - For the first half of 2025, Oriental国信 reported a revenue of 941 million yuan, a year-on-year decrease of 8.37%, and a net profit attributable to shareholders of -79.17 million yuan, a significant decline of 625.60% [2]. - The company has not distributed any dividends in the past three years, with a total payout of 156 million yuan since its A-share listing [3]. Stock Market Activity - As of October 10, 2023, Oriental国信's stock price was 11.32 yuan per share, with a market capitalization of 12.891 billion yuan [1]. - The stock has experienced a trading volume of 267 million yuan on the same day, with a turnover rate of 2.64% [1]. - The company has appeared on the龙虎榜 twice this year, with the most recent net purchase of 154 million yuan on August 6 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 85,700, while the average circulating shares per person increased by 4.57% to 10,573 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, indicating a diversified ownership structure [3].