10月31日，鼎捷数智盘中上涨2.05%，截至09:47，报49.75元/股，成交1.18亿元，换手率0.89%，总市值 135.02亿元。 资金流向方面，主力资金净流出839.61万元，特大单买入667.70万元，占比5.67%，卖出1252.85万元， 占比10.64%；大单买入2143.67万元，占比18.21%，卖出2398.13万元，占比20.37%。 分红方面，鼎捷数智A股上市后累计派现3.11亿元。近三年，累计派现6558.80万元。 机构持仓方面，截止2025年9月30日，鼎捷数智十大流通股东中，华安中小盘成长混合（040007）位居 第五大流通股东，持股262.65万股，相比上期增加5.07万股。香港中央结算有限公司位居第六大流通股 东，持股247.26万股，为新进股东。中欧互联网混合A（010213）位居第八大流通股东，持股191.15万 股，相比上期减少123.24万股。招商优势企业混合A（217021）、富国新兴产业股票A/B（001048）、 财通资管数字经济混合发起式A（017483）退出十大流通股东之列。 责任编辑：小浪快报 今年以来鼎捷数智已经6次登上龙虎榜，最近一次登上龙虎榜 ...

Core Viewpoint - 鼎捷数智 is a leading provider of smart manufacturing integration planning solutions in China, focusing on digital transformation for various industries, including manufacturing and small enterprises [1] Group 1: Business Performance - In Q3 2025, 鼎捷数智 achieved a revenue of 1.614 billion yuan, ranking 8th in the industry out of 35 companies, with the industry leader 科大讯飞 generating 16.989 billion yuan [2] - The company's net profit for the same period was 54.88 million yuan, placing it 5th in the industry, while the industry average was a loss of 98.15 million yuan [2] - The revenue composition included 5 billion yuan from smart technology services (47.89%), 2.94 billion yuan from self-developed smart software products (28.11%), and 2.51 billion yuan from integrated soft and hardware solutions (23.99%) [2] Group 2: Financial Ratios - As of Q3 2025, 鼎捷数智's debt-to-asset ratio was 31.99%, higher than the previous year's 28.09% and above the industry average of 29.42%, indicating increased debt pressure [3] - The gross profit margin for the same period was 57.28%, slightly up from 56.99% year-on-year but below the industry average of 63.59%, suggesting room for improvement in profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 6.66% to 59,700, while the average number of circulating A-shares held per shareholder decreased by 6.24% to 4,510.12 [5] - Notable changes among the top ten circulating shareholders included an increase in holdings by 华安中小盘成长混合 and the entry of 香港中央结算有限公司 as a new shareholder [5] Group 4: Future Outlook - 开源证券 has slightly lowered its profit forecast for 鼎捷数智, expecting net profits of 171 million, 206 million, and 258 million yuan for 2025 to 2027 [5] - 西部证券 projects revenues of 2.502 billion, 2.726 billion, and 2.989 billion yuan, with net profits of 191 million, 233 million, and 301 million yuan for the same period [6] - Key business highlights include stable performance in non-mainland markets, growth in AI-integrated industrial software, and ongoing commercialization of AI applications [6]

10月14日，鼎捷数智跌5.05%，截至发稿，报51.57元/股，成交8.28亿元，换手率5.73%，总市值139.96 亿元。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体化软硬件解决方案23.99%。 从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓鼎捷数智。华商计算机行业量化股票发起式A（007853）二季度 持有股数24.9万股，占基金净值比例为2.34%，位居第六大重仓股。根据测算，今日浮亏损失约68.23万 元。 华商计算机行业量化股票发起式A（007853）成立日期2019年10月30日，最新规模2.45亿。今年以来收 益20.77%，同类排名2660/4220；近一年收益39.06%，同类排名1409/3857；成立以来收益36.03%。 华商计算机行业量化股票发起式A（007853）基金经理为艾定飞。 截至 ...

从鼎捷数智十大流通股东角度 数据显示，财通证券资管旗下1只基金位居鼎捷数智十大流通股东。财通资管数字经济混合发起式A （017483）二季度新进十大流通股东，持有股数267.58万股，占流通股的比例为0.99%。根据测算，今 日浮亏损失约733.17万元。 财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模6.49亿。今年以来收益 75.09%，同类排名225/8162；近一年收益96.3%，同类排名108/8015；成立以来收益100.55%。 财通资管数字经济混合发起式A（017483）基金经理为包斅文。 截至发稿，包斅文累计任职时间3年327天，现任基金资产总规模33.81亿元，任职期间最佳基金回报 99.32%， 任职期间最差基金回报8.01%。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体 ...

Company Overview - Dingjie Smart is located in Shanghai and was established on December 26, 2001, with its listing date on January 27, 2014. The company specializes in providing digital transformation, intelligent manufacturing, and industrial internet solutions for manufacturing, circulation, and small and micro enterprises [2]. - The revenue composition of Dingjie Smart includes: 47.89% from digital technology services, 28.11% from self-developed digital software products, and 23.99% from integrated software and hardware solutions [2]. - The company belongs to the Shenwan industry classification of Computer-Software Development-Horizontal General Software and is associated with concepts such as AI Agent, unmanned retail, ERP concept, domestic software, and MCP concept [2]. Financial Performance - For the first half of 2025, Dingjie Smart achieved operating revenue of 1.045 billion yuan, representing a year-on-year growth of 4.08%. The net profit attributable to the parent company was 45.027 million yuan, with a year-on-year increase of 6.09% [2]. - Since its A-share listing, Dingjie Smart has distributed a total of 311 million yuan in dividends, with 65.588 million yuan distributed over the past three years [3]. Stock Performance - As of October 14, Dingjie Smart's stock price increased by 2.01%, reaching 55.40 yuan per share, with a trading volume of 192 million yuan and a turnover rate of 1.31%. The total market capitalization is 15.035 billion yuan [1]. - Year-to-date, Dingjie Smart's stock price has risen by 114.40%, with a 4.47% increase over the last five trading days, a 10.03% increase over the last 20 days, and a 44.46% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 8, where it recorded a net buy of -140 million yuan [1]. Shareholder Information - As of September 10, Dingjie Smart had 56,000 shareholders, with an average of 4,810 circulating shares per person, showing no change from the previous period [2]. - Among the top ten circulating shareholders as of June 30, 2025, notable changes include a decrease in holdings by招商优势企业混合A and富国新兴产业股票A/B, while中欧互联网混合A and财通资管数字经济混合发起式A entered the list as new shareholders [3].

财通资管数字经济混合发起式A（017483）基金经理为包斅文。 截至发稿，包斅文累计任职时间3年312天，现任基金资产总规模33.81亿元，任职期间最佳基金回报 103.41%， 任职期间最差基金回报8.01%。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体化软硬件解决方案23.99%。 从鼎捷数智十大流通股东角度 数据显示，财通证券资管旗下1只基金位居鼎捷数智十大流通股东。财通资管数字经济混合发起式A （017483）二季度新进十大流通股东，持有股数267.58万股，占流通股的比例为0.99%。根据测算，今 日浮盈赚取约709.09万元。 财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模6.49亿。今年以来收益 77.59%，同类排名215/8244；近一年收益136.98%，同类排名87/80 ...

9月29日，鼎捷数智涨5.2%，截至发稿，报53.66元/股，成交5.39亿元，换手率3.76%，总市值145.63亿 元。 从基金十大重仓股角度 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。 数据显示，浙商证券资管旗下1只基金重仓鼎捷数智。浙商鼎盈事件驱动混合(LOF)（169201）二季度 持有股数1.1万股，占基金净值比例为4.09%，位居第九大重仓股。根据测算，今日浮盈赚取约2.91万 元。 责任编辑：小浪快报 浙商鼎盈事件驱动混合(LOF)（169201）成立日期2016年12月7日，最新规模983.6万。今年以来收益 24.68%，同类排名3765/8244；近一年收益41.68%，同类排名3124/8080；成立以来收益74.46%。 浙商鼎盈事件驱动混合(LOF)（169201）基金经理为张雷。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营 ...

浙商鼎盈事件驱动混合(LOF)（169201）成立日期2016年12月7日，最新规模983.6万。今年以来收益 25.44%，同类排名3804/8173；近一年收益46.56%，同类排名3288/8003；成立以来收益75.53%。 浙商鼎盈事件驱动混合(LOF)（169201）基金经理为张雷。 截至发稿，张雷累计任职时间196天，现任基金资产总规模983.57万元，任职期间最佳基金回报 17.28%， 任职期间最差基金回报17.28%。 9月25日，鼎捷数智涨5.05%，截至发稿，报52.65元/股，成交5.25亿元，换手率3.77%，总市值142.89亿 元。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体化软硬件解决方案23.99%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓鼎捷数智。浙商鼎盈事件驱动混合(L ...

景顺长城隽发平衡养老三年持有混合FOF（015317）成立日期2022年11月16日，最新规模1125.79万。 今年以来收益22.17%，同类排名272/1047；近一年收益38.68%，同类排名295/1013；成立以来收益 17.92%。 景顺长城隽发平衡养老三年持有混合FOF（015317）基金经理为江虹。 截至发稿，江虹累计任职时间4年9天，现任基金资产总规模6.81亿元，任职期间最佳基金回报26.18%， 任职期间最差基金回报-16.79%。 9月25日，鼎捷数智涨5.05%，截至发稿，报52.65元/股，成交5.22亿元，换手率3.75%，总市值142.89亿 元。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体化软硬件解决方案23.99%。 从基金十大重仓股角度 数据显示，景顺长城基金旗下1只基金重仓鼎捷数智。景顺长城 ...

Core Viewpoint - Dingjie Smart has experienced significant stock price fluctuations, with a year-to-date increase of 90.98% but a recent decline over the past 5 and 20 trading days [1] Group 1: Stock Performance - As of September 24, Dingjie Smart's stock price rose by 2.00% to 49.35 CNY per share, with a trading volume of 284 million CNY and a turnover rate of 2.17%, resulting in a total market capitalization of 13.393 billion CNY [1] - The stock has seen a net inflow of 349,600 CNY from main funds, with large orders accounting for 24.62% of total buy orders and 24.26% of total sell orders [1] - The stock has been on the "Dragon and Tiger List" six times this year, with the most recent appearance on August 8, where it recorded a net buy of -140 million CNY [1] Group 2: Company Overview - Dingjie Smart, established on December 26, 2001, and listed on January 27, 2014, is located in Shanghai and specializes in digital transformation, smart manufacturing, and industrial internet solutions for manufacturing, circulation, and small enterprises [2] - The company's revenue composition includes 47.89% from smart technology services, 28.11% from self-developed smart software products, and 23.99% from integrated smart hardware and software solutions [2] - Dingjie Smart belongs to the software development sector and is associated with various concepts, including ERP, AI Agent, Huawei Kunpeng, smart logistics, and new retail [2] Group 3: Financial Performance - For the first half of 2025, Dingjie Smart achieved a revenue of 1.045 billion CNY, representing a year-on-year growth of 4.08%, and a net profit attributable to shareholders of 45.027 million CNY, up 6.09% year-on-year [2] - Since its A-share listing, Dingjie Smart has distributed a total of 311 million CNY in dividends, with 65.588 million CNY distributed over the past three years [3] Group 4: Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include notable funds, with the fourth-largest shareholder,招商优势企业混合A, holding 7 million shares, a decrease of 4.5 million shares from the previous period [3] - New entrants among the top ten shareholders include 中欧互联网混合A and 财通资管数字经济混合发起式A, while some previous shareholders have exited the list [3]