1月26日，莱斯信息跌5.08%，截至发稿，报71.91元/股，成交1.72亿元，换手率3.62%，总市值117.55亿 元。 资料显示，南京莱斯信息技术股份有限公司位于江苏省南京市秦淮区永智路8号，成立日期1988年7月16 日，上市日期2023年6月28日，公司主营业务涉及莱斯信息作为民用指挥信息系统整体解决方案提供商, 主要面向民航空中交通管理、城市道路交通管理以及城市治理等行业的信息化需求,提供以指挥控制技 术为核心的指挥信息系统整体解决方案和系列产品。主营业务收入构成为：信息化系统开发建设 86.62%，运维和技术服务10.39%，商品销售2.55%，其他(补充)0.44%。 从莱斯信息十大流通股东角度 数据显示，永赢基金旗下1只基金位居莱斯信息十大流通股东。永赢低碳环保智选混合发起A （016386）三季度减持67.12万股，持有股数173.66万股，占流通股的比例为2.68%。根据测算，今日浮 亏损失约668.6万元。 永赢低碳环保智选混合发起A（016386）成立日期2022年10月17日，最新规模1.27亿。今年以来收益 8.77%，同类排名2772/9003；近一年收益17.05%，同类排 ...

Group 1 - The core point of the news is that Nanjing Lais Information Technology Co., Ltd. experienced a stock price decline of 5.06%, with shares trading at 72.82 yuan and a total market capitalization of 11.904 billion yuan as of January 20 [1] - The company, established on July 16, 1988, specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban road traffic management, and urban governance [1] - The revenue composition of the company includes 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [1] Group 2 - The Qianhai Kaiyuan Belt and Road Mixed A Fund (001209) holds 72,900 shares of Lais Information, representing 6.94% of the fund's net value, making it the fifth-largest holding [2] - The fund has reported a floating loss of approximately 282,900 yuan as of the latest data [2] - The fund was established on April 29, 2015, with a current size of 53.1077 million yuan, and has achieved a year-to-date return of 7.98% and a one-year return of 22.32% [2]

Core Viewpoint - 莱斯信息's stock price has shown volatility, with a recent decline of 2.01% and a total market capitalization of 11.371 billion yuan, indicating potential investor concerns amid a challenging financial performance [1]. Group 1: Financial Performance - For the period of January to September 2025, 莱斯信息 reported a revenue of 721 million yuan, reflecting a year-on-year decrease of 21.41% [2]. - The company experienced a significant decline in net profit, reporting a loss of 49.85 million yuan, which is a 420.03% decrease compared to the previous year [2]. - Since its A-share listing, 莱斯信息 has distributed a total of 132 million yuan in dividends [3]. Group 2: Stock and Market Activity - As of January 7, 2025, 莱斯信息's stock price was 69.56 yuan per share, with a trading volume of approximately 79.72 million yuan and a turnover rate of 1.75% [1]. - The stock has seen a year-to-date increase of 2.17%, with a 6.20% rise over the last five trading days, but a notable decline of 24.88% over the past 60 days [1]. - The company has a total of 9,632 shareholders, with a slight increase of 0.62% from the previous period, while the average number of circulating shares per person decreased by 0.61% to 6,734 shares [2]. Group 3: Shareholder Composition - The second-largest shareholder, 永赢低碳环保智选混合发起A, holds 1.7366 million shares, having reduced its holdings by 671,200 shares [3]. - 金鹰科技创新股票A has increased its holdings to 970,000 shares, an increase of 40,000 shares from the previous period [3]. - 新进股东嘉实品质优选股票A holds 519,300 shares, while 长城久嘉创新成长混合A has exited the top ten shareholders list [3].

Group 1 - The core viewpoint of the news is that Nanjing Lais Information Technology Co., Ltd. has seen a decline in its stock price, with a current trading price of 64.80 yuan per share and a market capitalization of 10.593 billion yuan [1] - The company, established on July 16, 1988, and listed on June 28, 2023, specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban road traffic management, and urban governance [1] - The revenue composition of the company includes 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [1] Group 2 - From the perspective of major shareholders, Yongying Fund's low-carbon environmental mixed fund A (016386) has reduced its holdings by 671,200 shares, now holding 1.7366 million shares, which represents 2.68% of the circulating shares [2] - The fund has experienced a floating loss of approximately 1.2156 million yuan today, with a year-to-date return of 2.49% and a one-year loss of 2.64% [2] - The fund manager, Hu Ze, has been in position for 2 years and 210 days, with the fund's total asset scale at 3.428 billion yuan and a best return of 157.04% during his tenure [2]

Core Viewpoint - 莱斯信息's stock price has experienced a significant decline of 26.34% this year, with recent fluctuations indicating a slight recovery in the short term [2]. Group 1: Stock Performance - On December 24, 莱斯信息's stock rose by 2.09%, reaching a price of 63.86 yuan per share, with a trading volume of 36.26 million yuan and a turnover rate of 0.89% [1]. - The stock has seen a minor increase of 0.20% over the last five trading days, but a decline of 4.11% over the past 20 days and 28.20% over the last 60 days [2]. Group 2: Company Overview - 南京莱斯信息技术股份有限公司, established on July 16, 1988, and listed on June 28, 2023, specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban traffic management, and urban governance [2]. - The company's revenue composition includes 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [2]. Group 3: Financial Performance - For the period from January to September 2025, 莱斯信息 reported a revenue of 721 million yuan, reflecting a year-on-year decrease of 21.41%, and a net profit attributable to shareholders of -49.85 million yuan, a significant decline of 420.03% [2]. - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for 莱斯信息 was 9,632, an increase of 0.62% from the previous period, with an average of 6,734 circulating shares per shareholder, a decrease of 0.61% [2]. - The second-largest circulating shareholder, 永赢低碳环保智选混合发起A, reduced its holdings by 671,200 shares, while 金鹰科技创新股票A increased its holdings by 400,000 shares [3].

Core Viewpoint - The stock of Lais Information has experienced a significant decline in 2023, with a year-to-date drop of 27.93% and a market capitalization of 10.214 billion yuan as of December 23 [1] Company Overview - Lais Information Technology Co., Ltd. is based in Nanjing, Jiangsu Province, and was established on July 16, 1988. The company went public on June 28, 2023 [1] - The company specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban traffic management, and urban governance [1] - The revenue composition of the company includes: 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [1] Financial Performance - For the period from January to September 2025, Lais Information reported a revenue of 721 million yuan, a year-on-year decrease of 21.41%, and a net profit attributable to shareholders of -49.85 million yuan, a decrease of 420.03% [2] - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Lais Information was 9,632, an increase of 0.62% from the previous period [2] - The average number of circulating shares per shareholder was 6,734, a decrease of 0.61% from the previous period [2] - The top ten circulating shareholders include notable funds, with changes in holdings observed among several key investors [3]

Core Viewpoint - The stock price of Lais Information has experienced a significant decline, with a year-to-date drop of 24.55% and a recent 5-day drop of 15.58%, indicating potential challenges in the company's performance and market perception [1][2]. Company Overview - Lais Information Technology Co., Ltd. was established on July 16, 1988, and went public on June 28, 2023. The company specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban traffic management, and urban governance [1]. - The main revenue sources for the company are: 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [1]. Financial Performance - For the period from January to September 2025, Lais Information reported a revenue of 721 million yuan, a year-on-year decrease of 21.41%. The net profit attributable to shareholders was -49.85 million yuan, reflecting a significant decline of 420.03% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 132 million yuan in dividends [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Lais Information was 9,632, an increase of 0.62% from the previous period. The average number of circulating shares per person decreased by 0.61% to 6,734 shares [2]. - The top ten circulating shareholders include notable funds, with changes in holdings observed among several key investors [3].

Core Viewpoint - The stock of Nanjing Lais Information Technology Co., Ltd. experienced a decline of 5.1%, trading at 72.20 CNY per share, with a total market capitalization of 11.803 billion CNY as of November 12 [1] Company Overview - Nanjing Lais Information Technology Co., Ltd. was established on July 16, 1988, and went public on June 28, 2023. The company specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban road traffic management, and urban governance [1] - The revenue composition of the company includes: 86.62% from information system development and construction, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [1] Shareholder Information - Among the top shareholders, Jin Ying Fund's Jin Ying Technology Innovation Stock A (001167) increased its holdings by 400,000 shares in the third quarter, now holding a total of 970,000 shares, which represents 1.5% of the circulating shares. The estimated floating loss today is approximately 3.7636 million CNY [2] - Jin Ying Technology Innovation Stock A was established on April 30, 2015, with a current scale of 4.067 billion CNY. Year-to-date returns are 34.87%, ranking 1424 out of 4216 in its category, while the one-year return is 27.91%, ranking 1082 out of 3937 [2]

Core Viewpoint - 莱斯信息's stock experienced a decline of 1.46% on October 30, with a trading volume of 143 million yuan, indicating a challenging market environment for the company [1] Financing Summary - On October 30, 莱斯信息 had a financing buy-in amount of 18.77 million yuan and a financing repayment of 20.62 million yuan, resulting in a net financing outflow of 1.85 million yuan [1] - The total financing and securities balance for 莱斯信息 reached 506 million yuan, with the financing balance accounting for 10.14% of the circulating market value, indicating a high level compared to the past year [1] - The company had a securities lending repayment of 400 shares and a securities lending sale of 800 shares, with a total sale amount of 61,400 yuan, while the securities lending balance was 1,072,600 yuan, which is below the 30th percentile of the past year [1] Company Overview - 南京莱斯信息技术股份有限公司, established on July 16, 1988, and listed on June 28, 2023, specializes in providing comprehensive solutions for civil command information systems, focusing on air traffic management, urban traffic management, and urban governance [2] - The company's revenue composition includes 86.62% from information system development, 10.39% from operation and technical services, 2.55% from product sales, and 0.44% from other sources [2] - As of September 30, 2025, 莱斯信息 reported a revenue of 721 million yuan, a year-on-year decrease of 21.41%, and a net profit attributable to shareholders of -49.85 million yuan, a significant decline of 420.03% [2] Shareholder Information - Since its A-share listing, 莱斯信息 has distributed a total of 132 million yuan in dividends [3] - As of September 30, 2025, the top ten circulating shareholders included 永赢低碳环保智选混合发起A with 1.7366 million shares, a decrease of 671,200 shares, and 金鹰科技创新股票A with 970,000 shares, an increase of 400,000 shares [3] - Other notable changes in shareholder positions include 香港中央结算有限公司 reducing its holdings by 244,600 shares and 嘉实信息产业股票发起式A decreasing by 118,300 shares, while 嘉实品质优选股票A entered the top ten with 519,300 shares [3]

Core Insights - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, with total revenue at 721 million yuan, down 21.41% year-on-year, and a net loss of 49.85 million yuan, a decrease of 420.03% year-on-year [1] - The company's gross margin for the first three quarters was 27.90%, an increase of 0.94 percentage points year-on-year, while the net margin was -7.12%, a decrease of 8.80 percentage points year-on-year [1] - The company operates primarily in the information technology sector, focusing on providing comprehensive solutions for civil command information systems, with 86.62% of revenue coming from system development [2] Financial Performance - The basic earnings per share for the reporting period was -0.30 yuan, with a weighted average return on equity of -2.65% [1] - The company's price-to-earnings ratio (TTM) is approximately 123.36, with a price-to-book ratio of about 6.96 and a price-to-sales ratio of 8.91 [1] - In Q3 2025, the gross margin was 30.06%, down 6.83 percentage points year-on-year but up 6.50 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the period were 240 million yuan, a decrease of 6.13 million yuan year-on-year, with an expense ratio of 33.30%, up 6.46 percentage points year-on-year [2] - Sales expenses decreased by 25.50% year-on-year, while management expenses increased by 1.62%, R&D expenses grew by 6.04%, and financial expenses surged by 53.19% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 9,632, an increase of 59 from the end of the previous half-year, representing a growth of 0.62% [2] - The average market value per shareholder increased from 1.5232 million yuan to 1.5274 million yuan, a rise of 0.28% [2] Industry Context - The company is categorized under the software development sector, specifically in vertical application software, and is associated with concepts such as DeepSeek, domestic software, Huawei, low-altitude economy, and smart cities [3]