计算机 公 司 报 告 2025年08月25日 同花顺(300033.SZ) 收入利润增长双提速，现金流、合同负债强劲增长 推荐 ( 维持) 股价:400.82元 行情走势图 相关研究报告 公 【平安证券】同花顺（300033.SZ）*季报点评*现金 流表现佳，合同负债高增长*推荐20250425 【平安证券】同花顺（300033.SZ）*年报点评*市场 回暖带动业绩靓丽增长，持续提升AI产品力*推荐 20250225 【平安证券】同花顺（300033.SZ）*首次覆盖报告* 乘资本市场东风 启AI赋能新篇*推荐20250207 事项： 公司发布2025年半年度报告，2025年上半年公司实现营业收入17.79亿元，同 比增长28.07%，实现归母净利润5.02亿元，同比增长38.29%，实现扣非净利 润4.84亿元，同比增长40.64%。 平安观点： 证 券 研 究 报 告 证券分析师 | 闫磊 | 投资咨询资格编号 | S1060517070006 | | --- | --- | --- | | YANLEI511@pingan.com.cn | 黄韦涵 | 投资咨询资格编号 | | S1060523070 ...

8月22日晚间，同花顺发布2025年半年报。公告显示，今年上半年，该公司基金销售及其他业务的营业收入为1.68亿元，同比2024年上半年降低了0.04%；毛 利率为85.39%，较去年同期降低0.02%。 上证报中国证券网讯（记者 朱妍）8月22日晚间，同花顺发布2025年半年报。公告显示，今年上半年，该公司基金销售及其他业务的营业收入为1.68亿元， 同比2024年上半年降低了0.04%；毛利率为85.39%，较去年同期降低0.02%。 | | 营业收入 | 营业成本 | 毛利率 | 营业收入比 | | --- | --- | --- | --- | --- | | | | | | 期增减 | | 分产品或服务 | | | | | | 增值电信业务 | 859,990,092.87 | 144,757,585.48 | 83.17% | | | 软件销售及维护 | 110,751,949.19 | 20,901,683.66 | 81.13% | | | 广告及互联网推广 服务 | 640,812,371.26 | 42,069,609.21 | 93.43% | | | 基金销售及其他业 务 | 167, ...

报告期，公司营业收入增长主要系资本市场活跃度增加,广告及互联网推广服务、增值电信业务等收入 增加所致。 智通财经APP讯，同花顺(300033.SZ)发布2025年半年度报告，该公司营业收入为17.79亿元，同比增长 28.07%。归属于上市公司股东的净利润为5.02亿元，同比增长38.29%。归属于上市公司股东的扣除非经 常性损益的净利润为4.84亿元，同比增长40.64%。基本每股收益为0.93元。此外，拟向全体股东每10股 派发现金红利1.00元(含税)。 ...

证券日报网讯 8月7日晚间，志晟信息发布公告称，公司于2025年8月6日收到河北省通信管理局下发的 中华人民共和国增值电信业务经营许可证，经营许可证编号：冀B2-20190373。 （文章来源：证券日报） ...

Core Points - Beijing has become a pilot region for telecom policy reforms, with 10 companies approved for value-added telecom business, accounting for 40% of the national total [1][3] - The approved companies cover four business categories, emphasizing a diverse and high-quality service offering, with a focus on international recognition [3] - The pilot companies have varied goals, including enhancing communication solutions, promoting digital integration in advanced manufacturing, and providing tech support for international businesses [3] Industry Development - Beijing has established a leading and large-scale information and communication network, with 143,900 5G base stations, the highest per capita in the country [4] - The city has initiated the "Optical Network Capital, Ten-Gigabit City" action plan and is progressing towards becoming a "Double Ten-Gigabit" city [4] - 5G applications are widely implemented across various sectors, including factories, hospitals, and schools, facilitating digital transformation [4]

Group 1 - Hainan has been selected as one of the first pilot areas for the expansion of value-added telecommunications services, allowing foreign investment in the telecommunications sector [5][6] - The establishment of international communication business entry and exit bureaus in Hainan marks a significant step in the country's telecommunications industry opening up to foreign investment [7][8] - The successful launch of the underwater computing center in Hainan signifies the region's commitment to developing a robust digital economy and enhancing data security and flow [3][9] Group 2 - The gaming industry in Hainan is experiencing rapid growth, with over 2,100 gaming companies established in the region, serving players across six continents [10][11] - Hainan's favorable policies for free movement of personnel and capital, along with improved data security measures, are attracting global gaming companies to the region [11] - The ongoing construction of international submarine cables and data centers is expected to further support Hainan's digital economy and international data industry development [8][9]

北京商报讯（记者 徐慧）香港电讯旗下全资子公司——电讯盈科科技（北京）有限公司今年获得了工 业和信息化部发放的首批增值电信业务经营试点批复。在5月14日举行的"高管谈服贸"系列采访活动 中，香港电讯商业客户业务中国区总经理麦志辉表示，获批增值电信业务经营试点对香港电讯来说具有 里程碑的意义，意味着香港电讯能够发挥自身国际化资源优势，为北京乃至全国"走出去、引进来"的企 业提供信息通信技术服务。内地设立的独资子公司经营权限更加宽泛，促进在试点地区快速发展，有机 会享受试点地区更多优惠政策。 据介绍，香港电讯通过多维度分析与技术适配，可以精准识别不同行业、规模及发展阶段企业的数字化 转型差异，并针对性提供解决方案。例如，采用SD-WAN技术实现跨区域站点的高速互联与可视化运 维，解决建筑行业多项目协同难等痛点。为跨国企业进入内地发展，通过香港电讯全球网络资源连接 160多个国家，提供符合内地监管要求的混合组网方案等。 北京是首批增值电信业务获批企业数量最多、种类最全的城市，对此麦志辉表示，北京的营商环境和市 场机遇吸引众多知名外企在京经营增值电信业务，将为北京经济增长注入新活力、增添新生机，也将促 进内地企业在市 ...

Core Viewpoint - The Chinese government is committed to accelerating the opening of its service industry, particularly in response to external challenges such as the U.S. implementing "reciprocal tariffs" which disrupts global trade and supply chains [2][3]. Group 1: Service Industry Opening - The "Work Plan" emphasizes the acceleration of opening up the service industry, showcasing China's determination to expand foreign access despite external pressures [2][3]. - Since the initiation of the service industry opening pilot program in 2015, there have been multiple upgrades and expansions, resulting in a framework of "1+4+6" with 20 pilot cities now included [3][4]. - The new plan aims to streamline pilot tasks across all 11 pilot provinces and cities, enhancing efficiency and expanding the scope of foreign investment [3][4]. Group 2: Telecommunications Sector - The plan prioritizes the opening of telecommunications services, including the removal of foreign ownership limits on certain service businesses [4][5]. - The Ministry of Industry and Information Technology has initiated steps to further open up the value-added telecommunications sector, with pilot approvals already granted to several global companies [5]. Group 3: Financial Sector - The People's Bank of China is developing financial standards for seven industries, including shipping and chemicals, to support the transition to greener practices [6][7]. - The central bank has already released six green finance standards and is working on additional standards to prevent "greenwashing" and ensure genuine transitions [6][7]. Group 4: Healthcare Sector - Since the launch of the service industry opening pilot, over 150 joint-venture and wholly foreign-owned medical institutions have been established in China [7][8]. - The government has allowed foreign medical professionals from Hong Kong, Macau, and Taiwan to practice temporarily in mainland China, facilitating the growth of foreign investment in healthcare [8].