资金流向方面，主力资金净流入2628.09万元，特大单买入1.00亿元，占比53.58%，卖出6415.49万元， 占比34.24%；大单买入1949.42万元，占比10.40%，卖出2945.39万元，占比15.72%。 云鼎科技今年以来股价涨29.08%，近5个交易日涨24.07%，近20日涨33.77%，近60日涨27.03%。 1月15日，云鼎科技盘中涨停，截至09:35，报14.38元/股，成交1.87亿元，换手率2.22%，总市值97.50亿 元。 截至9月30日，云鼎科技股东户数7.97万，较上期减少16.48%；人均流通股5313股，较上期增加 19.73%。2025年1月-9月，云鼎科技实现营业收入8.64亿元，同比增长4.06%；归母净利润5066.68万元， 同比减少37.29%。 分红方面，云鼎科技A股上市后累计派现3280.70万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，云鼎科技十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股145.01万股，为新进股东。 责任编辑：小浪快报 资料显示，云鼎科技股份有限公司位于山东省济南市工业南路57-1 ...

Core Viewpoint - Yunding Technology's stock has experienced fluctuations, with a year-to-date increase of 28.28% but a recent decline in the last five and twenty trading days [1] Group 1: Stock Performance - On September 23, Yunding Technology's stock price fell by 2.06%, reaching 11.43 yuan per share, with a trading volume of 44.07 million yuan and a turnover rate of 0.90% [1] - The company's market capitalization stands at 7.749 billion yuan [1] - Year-to-date, the stock has seen a 28.28% increase, but it has dropped 6.16% in the last five trading days and 12.75% in the last twenty days [1] Group 2: Financial Metrics - As of June 30, Yunding Technology reported a revenue of 639 million yuan for the first half of 2025, reflecting a year-on-year growth of 0.30% [2] - The net profit attributable to shareholders was 41.89 million yuan, showing a year-on-year decrease of 42.36% [2] - The company has not distributed any dividends in the last three years, with a total payout of 32.807 million yuan since its A-share listing [3] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 15.31% to 95,400, while the average circulating shares per person increased by 18.07% to 4,438 shares [2] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3] Group 4: Business Overview - Yunding Technology, established in 1993 and listed in 1996, operates in various sectors including iron ore mining, precious metal extraction, healthcare, and renewable energy [2] - The company's revenue composition includes 36.88% from industrial internet products, 26.37% from smart mining solutions, and 20.14% from ERP services [2] - The company is categorized under the computer-IT services industry and is involved in several concept sectors such as military-civilian integration and big data [2]

Investment Rating - The investment rating for the company is "Buy" (maintained) [3][7] Core Views - The report highlights a significant growth in the company's industrial internet platform products, with a projected revenue increase from 1,141 million yuan in 2023 to 2,201 million yuan by 2027, reflecting a compound annual growth rate (CAGR) of approximately 19% [3][5] - The company's net profit is expected to grow from 62 million yuan in 2023 to 159 million yuan by 2027, indicating a strong recovery trajectory after a decline in 2025 [3][5] - The report emphasizes the company's strategic advancements in artificial intelligence and smart mining sectors, showcasing its competitive edge in technology and market expansion [5] Financial Summary - The total share capital of the company is 677.99 million shares, with a market price of 12.76 yuan, resulting in a market capitalization of approximately 8,651.16 million yuan [1] - For the first half of 2025, the company reported revenue of 639 million yuan, a slight increase of 0.30% year-on-year, while the net profit decreased by 42.36% to 42 million yuan [5] - The gross margin for the first half of 2025 was 30.83%, showing a slight decline of 1.94 percentage points compared to the previous year [5] Revenue and Profit Forecast - The company is projected to achieve revenues of 1,351 million yuan in 2024, 1,571 million yuan in 2025, and 1,847 million yuan in 2026, with corresponding growth rates of 18%, 16%, and 18% respectively [3][6] - The forecasted net profit for the company is expected to be 93 million yuan in 2024, 99 million yuan in 2025, and 126 million yuan in 2026, with growth rates of 50%, 7%, and 28% respectively [3][6] Market Position and Strategy - The company has made significant strides in market expansion, successfully entering non-coal mining sectors and establishing partnerships with major clients [5] - The report notes the company's commitment to innovation, particularly in AI and smart mining technologies, which positions it favorably against competitors [5]