1月9日，航天信息涨5.02%，截至发稿，报13.19元/股，成交12.16亿元，换手率5.16%，总市值244.40亿 元。 资料显示，航天信息股份有限公司位于北京市海淀区杏石口路甲18号航天信息园，成立日期2000年11月 1日，上市日期2003年7月11日，公司主营业务涉及国家金税工程的增值税专用发票防伪税控系统及其配 套设备、与金卡工程和金盾工程相关的IC卡及计算机软、硬件产品的研制生产,以及计算机系统集成项 目和服务等。主营业务收入构成为：数字财税业务产品49.61%，智慧业务产品31.33%，网信业务产品 18.14%，其他(补充)0.91%。 截至发稿，苏卿云累计任职时间9年24天，现任基金资产总规模46.28亿元，任职期间最佳基金回报 106.79%， 任职期间最差基金回报-62.44%。 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，华安基金旗下1只基金重仓航天信息。华安中证500低波ETF（512260）三季度减持2.9 ...

1月8日，航天信息涨5.52%，截至发稿，报12.05元/股，成交8.38亿元，换手率3.88%，总市值223.27亿 元。 资料显示，航天信息股份有限公司位于北京市海淀区杏石口路甲18号航天信息园，成立日期2000年11月 1日，上市日期2003年7月11日，公司主营业务涉及国家金税工程的增值税专用发票防伪税控系统及其配 套设备、与金卡工程和金盾工程相关的IC卡及计算机软、硬件产品的研制生产,以及计算机系统集成项 目和服务等。主营业务收入构成为：数字财税业务产品49.61%，智慧业务产品31.33%，网信业务产品 18.14%，其他(补充)0.91%。 数据显示，南方基金旗下1只基金位居航天信息十大流通股东。南方中证500ETF（510500）三季度减持 29.42万股，持有股数1616.5万股，占流通股的比例为0.87%。根据测算，今日浮盈赚取约1018.4万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益5.5%，同类排 名1040/5493；近一年收益46.1%，同类排名1376/4197；成立以来收益165.5%。 南方中证500ETF（5 ...

12月25日，航天信息涨5.29%，截至发稿，报10.54元/股，成交6.47亿元，换手率3.37%，总市值195.29 亿元。 资料显示，航天信息股份有限公司位于北京市海淀区杏石口路甲18号航天信息园，成立日期2000年11月 1日，上市日期2003年7月11日，公司主营业务涉及国家金税工程的增值税专用发票防伪税控系统及其配 套设备、与金卡工程和金盾工程相关的IC卡及计算机软、硬件产品的研制生产,以及计算机系统集成项 目和服务等。主营业务收入构成为：数字财税业务产品49.61%，智慧业务产品31.33%，网信业务产品 18.14%，其他(补充)0.91%。 南方中证500ETF（510500）基金经理为罗文杰。 从航天信息十大流通股东角度 数据显示，南方基金旗下1只基金位居航天信息十大流通股东。南方中证500ETF（510500）三季度减持 29.42万股，持有股数1616.5万股，占流通股的比例为0.87%。根据测算，今日浮盈赚取约856.75万元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益30.61%，同类 排名1637/4197；近一年收益 ...

Core Viewpoint - The stock of Aerospace Information has shown a slight increase recently, with a notable drop in revenue and net profit year-on-year, indicating potential challenges ahead for the company [1][2]. Company Performance - As of November 14, Aerospace Information's stock price rose by 2.01% to 8.63 CNY per share, with a trading volume of 206 million CNY and a market capitalization of 15.99 billion CNY [1]. - Year-to-date, the stock has decreased by 5.23%, but has seen a 2.86% increase over the last five trading days and a 6.02% increase over the last twenty days [1]. - The company reported a revenue of 3.598 billion CNY for the first nine months of 2025, a year-on-year decrease of 37.72%, and a net profit of -458 million CNY, a significant decline of 2328.50% [2]. Business Segments - Aerospace Information's main business segments include digital tax products (49.61% of revenue), smart business products (31.33%), and internet security products (18.14%), with other segments contributing 0.91% [1]. - The company is involved in the development and production of tax control systems, IC cards, and related software and hardware products [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 91,300, while the average number of circulating shares per person decreased by 10.03% to 20,298 shares [2]. - The top ten circulating shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with notable reductions in their holdings [3]. Dividend History - Aerospace Information has distributed a total of 7.198 billion CNY in dividends since its A-share listing, with 393 million CNY distributed over the last three years [3].

Core Viewpoint - The company, Aerospace Information, is a leading player in China's financial tax information and digital government sectors, with a focus on digital economy development and tax system reforms [6] Group 1: Company Overview - Aerospace Information was established on November 1, 2000, and listed on the Shanghai Stock Exchange on July 11, 2003, with its headquarters in Beijing [1] - The company specializes in value-added tax anti-counterfeiting tax control systems, IC cards, and computer software and hardware products related to national tax projects [1] - It operates in various sectors including financial technology, mobile payments, blockchain, and nuclear power [1] Group 2: Financial Performance - For Q3 2025, the company's revenue was 3.598 billion, ranking 16th in the industry, above the average of 2.833 billion but significantly lower than the top competitors [2] - The main business segments contributed as follows: digital tax business 1.234 billion (49.61%), smart business 0.779 billion (31.33%), and network information business 0.451 billion (18.14%) [2] - The net profit for the same period was -606 million, ranking last in the industry, far below the average of 25.96 million [2] Group 3: Financial Ratios - The company's debt-to-asset ratio was 18.58%, lower than the industry average of 38.93%, indicating strong solvency [3] - The gross profit margin was 21.93%, below the industry average of 29.96%, suggesting a need for improvement in profitability [3] Group 4: Management and Shareholder Information - The total compensation for the general manager was 870,600, a decrease of 183,100 from the previous year [4] - As of September 30, 2025, the number of A-share shareholders increased by 11.15% to 91,300, while the average number of shares held per shareholder decreased by 10.03% [5] Group 5: Business Highlights and Future Outlook - The company has developed several AI-driven products and is expanding its digital government projects, including a network security system for the State Taxation Administration [6] - It maintains the largest market share in electronic invoices and is expanding into international markets, with new projects in Hong Kong, Uganda, and Malaysia [6] - Revenue projections for 2025, 2026, and 2027 are 9.563 billion, 10.813 billion, and 11.995 billion respectively, with net profits expected to be 189 million, 320 million, and 415 million [6]