华泰柏瑞致远混合A（017991）基金经理为叶丰。 截至发稿，叶丰累计任职时间2年216天，现任基金资产总规模17.28亿元，任职期间最佳基金回报 52.04%， 任职期间最差基金回报0.68%。 1月12日，通达海涨5.57%，截至发稿，报33.35元/股，成交1750.10万元，换手率1.14%，总市值32.22亿 元。 资料显示，南京通达海科技股份有限公司位于江苏省南京市鼓楼区丽地路1号1号楼，成立日期1995年3 月23日，上市日期2023年3月20日，公司主营业务涉及法院等客户提供电子政务领域信息化建设。主营 业务收入构成为：应用软件服务55.95%，司法辅助服务28.55%，应用软件开发13.46%，系统集成 2.04%。 从通达海十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居通达海十大流通股东。华泰柏瑞致远混合A（017991）三季 度新进十大流通股东，持有股数21.08万股，占流通股的比例为0.46%。根据测算，今日浮盈赚取约37.1 万元。 华泰柏瑞致远混合A（017991）成立日期2023年5月24日，最新规模1.4亿。今年以来收益7.82%，同类 排名967/9012；近一年收 ...

1月9日，中科金财涨2.16%，成交额8.31亿元。两融数据显示，当日中科金财获融资买入额9947.47万 元，融资偿还1.05亿元，融资净买入-597.16万元。截至1月9日，中科金财融资融券余额合计7.19亿元。 融券方面，中科金财1月9日融券偿还0.00股，融券卖出1.60万股，按当日收盘价计算，卖出金额46.96万 元；融券余量2.44万股，融券余额71.61万元，超过近一年80%分位水平，处于高位。 资料显示，北京中科金财科技股份有限公司位于北京市海淀区小月河东畔路16号院2号楼5层501-1号房 屋，成立日期2003年12月10日，上市日期2012年2月28日，公司主营业务涉及应用软件开发、技术服务 及相关的计算机信息系统集成服务。主营业务收入构成为：数据中心综合服务50.81%，金融科技综合 服务31.66%，人工智能综合服务14.01%，其他(补充)3.52%。 融资方面，中科金财当日融资买入9947.47万元。当前融资余额7.19亿元，占流通市值的7.23%，融资余 额超过近一年70%分位水平，处于较高位。 分红方面，中科金财A股上市后累计派现6045.78万元。近三年，累计派现0.00元。 ...

Group 1 - The core viewpoint of the news is that Tongda Hai's stock has experienced a decline in trading volume and financing activities, indicating a potential lack of investor confidence [1][2] - On November 27, Tongda Hai's stock price fell by 2.10%, with a trading volume of 108 million yuan. The net financing buy was -3.48 million yuan, suggesting more selling than buying [1] - As of November 27, the total financing and securities lending balance for Tongda Hai was 70.30 million yuan, which is 3.81% of its market capitalization, indicating a low financing level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Tongda Hai increased by 16.52% to 13,800, while the average circulating shares per person decreased by 14.18% to 3,324 shares [2] - For the period from January to September 2025, Tongda Hai reported a revenue of 251 million yuan, a year-on-year decrease of 11.40%, and a net profit attributable to shareholders of -50.46 million yuan, a decrease of 3.52% [2] - Since its A-share listing, Tongda Hai has distributed a total of 80.50 million yuan in dividends [3]

Core Points - The company, Henan Siwei Automation Equipment Co., Ltd. (stock code: 603508), announced that its Vice President Zhao Jianzhou has been placed under investigation by the Tianjin Binhai New Area Supervisory Committee [1] - The company emphasized that its organizational structure and governance system are sound, and that the operations of the company and its subsidiaries remain unaffected [1] - Zhao Jianzhou has held various positions in the railway sector and has been with the company since 2019, holding 11.41% of the shares as of June 30 this year [1] Financial Performance - For the first three quarters of 2025, the company reported a revenue of 953 million yuan, a year-on-year increase of 5.25%, and a net profit of 396 million yuan, up 20.98% [2] - However, the third quarter showed a decline in performance, with total revenue of 264 million yuan, a year-on-year decrease of 23.90%, and a net profit of 92.91 million yuan, down 32.52% [2] - The company attributed the decline in third-quarter performance to delays in product installation and delivery, as well as a decrease in customer procurement amounts [2]

Core Viewpoint - Zhongke Jincai experienced a decline of 2.75% on October 28, with a trading volume of 903 million yuan, indicating market volatility and investor sentiment towards the company [1] Financing Summary - On October 28, Zhongke Jincai had a financing buy-in amount of 82.63 million yuan and a financing repayment of 64.32 million yuan, resulting in a net financing buy of 18.31 million yuan [1] - The total financing and securities balance reached 696 million yuan, with the financing balance accounting for 6.67% of the circulating market value, which is above the 70th percentile of the past year, indicating a high level of financing activity [1] - In terms of securities lending, Zhongke Jincai repaid 100 shares and had no shares sold, with a remaining securities lending amount of 7,900 shares valued at 243,200 yuan, which is below the 40th percentile of the past year, suggesting low borrowing activity [1] Business Performance - As of September 30, Zhongke Jincai reported a total of 101,300 shareholders, an increase of 5.73% from the previous period, while the average circulating shares per person decreased by 5.79% to 3,306 shares [2] - For the period from January to September 2025, Zhongke Jincai achieved an operating income of 544 million yuan, reflecting a year-on-year growth of 1.99%, but reported a net profit attributable to shareholders of -112 million yuan, a decrease of 42.83% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Zhongke Jincai has distributed a total of 60.46 million yuan in dividends, with no dividends paid in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders included notable entities such as Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 2.70 million shares to 5.58 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 3.05 million shares to 4.76 million shares [3]

Core Insights - Donghua Software Co., Ltd. reported a revenue of 8.488 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 3.69% [1] - The net profit attributable to shareholders for the same period was 350 million yuan, showing a year-on-year decrease of 28.45% [1] - In the third quarter alone, the company achieved a revenue of 2.866 billion yuan, which is a year-on-year increase of 16.35% [1] - The net profit attributable to shareholders in the third quarter was 107 million yuan, reflecting a significant year-on-year decrease of 46.76% [1] Business Overview - Donghua Software's core business includes computer information system integration, information technology services, and application software development [1] - The company's business scope covers multiple sectors, including healthcare, finance, smart cities, water conservancy, and intelligent computing [1]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Zhongke Jincai, indicating a decline in stock price and mixed trading activity [1][2] - Zhongke Jincai's stock price decreased by 2.02% to 31.02 CNY per share, with a total market capitalization of 10.548 billion CNY [1] - The company has seen a year-to-date stock price increase of 69.32%, but has experienced a decline of 0.74% over the last five trading days and 9.75% over the last 20 days [1] Group 2 - Zhongke Jincai's main business segments include data center comprehensive services (50.81%), financial technology comprehensive services (31.66%), and artificial intelligence comprehensive services (14.01%) [2] - As of June 30, 2025, Zhongke Jincai reported a revenue of 345 million CNY, reflecting a year-on-year growth of 14.36%, while the net profit attributable to shareholders was -84.95 million CNY, a decrease of 71.51% year-on-year [2] - The company has not distributed any dividends in the last three years, with a total payout of 60.4578 million CNY since its A-share listing [3]

Group 1 - A new company, Hainan Boss Intelligent Technology Co., Ltd., has been established with a registered capital of 200 million yuan [1] - The business scope of the new company includes sales of artificial intelligence hardware, development of artificial intelligence application software, development of artificial intelligence basic software, and software development [1] - The company is wholly owned by Boss Electric (002508) [1]

Core Viewpoint - Tongdahai's stock price has shown volatility, with a year-to-date increase of 7.26% but a recent decline in the last 5 and 20 trading days, indicating potential market concerns or shifts in investor sentiment [2]. Financial Performance - For the first half of 2025, Tongdahai reported revenue of 153 million yuan, a year-on-year decrease of 14.93%, and a net profit attributable to shareholders of -44.03 million yuan, down 20.23% year-on-year [2]. - Cumulative cash distribution since the A-share listing amounts to 80.5 million yuan [3]. Stock Market Activity - As of September 18, Tongdahai's stock price was 30.72 yuan per share, with a market capitalization of 2.968 billion yuan [1]. - The stock has experienced significant trading activity, with a net outflow of 4.38 million yuan in principal funds on September 18, and a notable presence on the "龙虎榜" (Dragon and Tiger List) three times this year, with the latest on September 1, where net buying was -137 million yuan [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 3.28% to 11,900, while the average circulating shares per person decreased by 3.17% to 3,873 shares [2]. - The top ten circulating shareholders saw a change, with the "交银科技创新灵活配置混合A" fund exiting the list [3]. Business Overview - Tongdahai, established on March 23, 1995, specializes in providing information technology solutions for electronic government services, with its main revenue sources being application software services (55.95%), judicial auxiliary services (28.55%), application software development (13.46%), and system integration (2.04%) [2]. - The company operates within the "Computer - Software Development - Vertical Application Software" sector and is associated with concepts such as Huawei Kunpeng, data elements, smart governance, Huawei Ascend, and domestic software [2].

Core Viewpoint - The company, Tongdahai, is experiencing significant financial challenges, with a notable decline in revenue and an increase in losses, attributed to external environmental changes and reduced client budgets for information technology [1][2]. Group 1: Shareholder Actions - Shareholders Xin Chenghai and Shi Yuqing plan to reduce their holdings by a total of up to 3.57%, with Xin Chenghai intending to sell up to 2.12% of shares and Shi Yuqing up to 1.45% due to personal financial needs [1]. Group 2: Financial Performance - For the fiscal year 2024, the company reported total revenue of 439 million yuan, a year-on-year decrease of 20.08%, and a net loss attributable to shareholders of 50.33 million yuan, compared to a profit of 54.50 million yuan in the previous year [1]. - The company's cash flow from operating activities was negative 5.91 million yuan, an improvement from negative 18.21 million yuan in the previous year [1]. - In the first quarter of 2025, the company reported revenue of 60.09 million yuan, a year-on-year decline of 29.4%, with net losses widening from 19.30 million yuan to 29.95 million yuan [2]. Group 3: Business Segment Performance - The decline in revenue is primarily due to a significant drop in the application software development segment, which saw a 52.71% decrease in revenue to 141 million yuan [1]. - Despite the overall revenue decline, service-related business revenues, including application software services and judicial auxiliary services, showed growth compared to the previous year [1].