内容概况：中国数据交换系统行业正迎来一轮由多重战略级需求强力驱动的结构性增长。2024年，中国 数据交换系统行业市场规模约为137.49亿元，同比增长7.05%。随着"东数西算"国家战略、AI大模型训 练及5G边缘计算规模化部署三重动能的叠加释放，推动数据交换系统从传统网络连接设备向算力基础 设施核心枢纽跃迁。 相关上市企业：新晨科技（300542）、三维天地（301159） 相关企业：中芯国际集成电路制造有限公司、紫光国芯微电子股份有限公司、兆易创新科技股份有限公 司、北方华创科技集团股份有限公司、武汉光迅科技股份有限公司、中际旭创股份有限公司、广东风华 高新科技股份有限公司、立讯精密工业股份有限公司、沪士电子股份有限公司、浪潮电子信息产业股份 有限公司、曙光信息产业股份有限公司、北京光环新网科技股份有限公司 关键词：数据交换系统、数据交换系统市场规模、数据交换系统行业现状、数据交换系统发展趋势 数据交换系统采用双主机架构，由部署于高安全网络的TAS（信任端）与低安全网络的UAS（非信任 端）协同组成：TAS作为安全门户，负责数据安全检查、内容过滤、病毒查杀、访问控制及协议转换， 集成ETL框架实现异构数据 ...

1月6日，新晨科技盘中上涨2.21%，截至14:28，报20.36元/股，成交2.38亿元，换手率4.80%，总市值 60.79亿元。 截至9月30日，新晨科技股东户数3.78万，较上期减少21.84%；人均流通股6546股，较上期增加 27.90%。2025年1月-9月，新晨科技实现营业收入6.53亿元，同比减少2.92%；归母净利润-2267.94万 元，同比减少27.87%。 资料显示，新晨科技股份有限公司位于北京市海淀区蓝靛厂东路2号院金源时代商务中心2号楼B座8 层，成立日期1998年1月24日，上市日期2016年9月20日，公司主营业务涉及以自主研发的新晨交换平台 为基础面向重点行业进行应用软件开发并提供相应信息化解决方案与服务。主营业务收入构成为：软件 开发45.46%，系统集成38.48%，专业技术服务16.06%。 新晨科技所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：通用航空、军民融 合、商业航天（航天航空）、军工信息化、航天军工等。 资金流向方面，主力资金净流入610.28万元，特大单买入462.39万元，占比1.94%，卖出565.61万元，占 比2.37%；大单买 ...

华宝中证金融科技主题ETF（159851）成立日期2021年3月4日，最新规模123.19亿。今年以来收益 13.58%，同类排名3176/4197；近一年收益6.46%，同类排名3527/4143；成立以来收益62.58%。 华宝中证金融科技主题ETF（159851）基金经理为陈建华、曹旭辰。 截至发稿，陈建华累计任职时间13年0天，现任基金资产总规模277.02亿元，任职期间最佳基金回报 167.7%， 任职期间最差基金回报-49.65%。 12月18日，新晨科技涨5.49%，截至发稿，报20.96元/股，成交2.18亿元，换手率4.42%，总市值62.58亿 元。 资料显示，新晨科技股份有限公司位于北京市海淀区蓝靛厂东路2号院金源时代商务中心2号楼B座8 层，成立日期1998年1月24日，上市日期2016年9月20日，公司主营业务涉及以自主研发的新晨交换平台 为基础面向重点行业进行应用软件开发并提供相应信息化解决方案与服务。主营业务收入构成为：软件 开发45.46%，系统集成38.48%，专业技术服务16.06%。 从新晨科技十大流通股东角度 数据显示，华宝基金旗下1只基金位居新晨科技十大流通股东。华宝 ...

Group 1 - The core viewpoint of the news is that Xinchen Technology's stock has shown fluctuations, with a recent increase of 2.11% and a total market value of 6.058 billion yuan [1] - As of December 18, the stock price is reported at 20.29 yuan per share, with a trading volume of 162 million yuan and a turnover rate of 3.32% [1] - Year-to-date, Xinchen Technology's stock has decreased by 1.22%, but it has increased by 6.57% over the last five trading days and 10.51% over the last twenty days [1] Group 2 - Xinchen Technology, established on January 24, 1998, and listed on September 20, 2016, focuses on application software development and information technology solutions based on its self-developed Xinchen Exchange platform [2] - The company's revenue composition includes 45.46% from software development, 38.48% from system integration, and 16.06% from professional technical services [2] - As of September 30, the company reported a revenue of 653 million yuan for the first nine months of 2025, a year-on-year decrease of 2.92%, and a net profit attributable to shareholders of -22.68 million yuan, a decrease of 27.87% year-on-year [2] Group 3 - Xinchen Technology has distributed a total of 98.81 million yuan in dividends since its A-share listing, with 10.18 million yuan distributed over the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 1.2271 million shares, and Huaxia Large Cap Selected Mixed A, a new shareholder with 1.0243 million shares [3] - Hong Kong Central Clearing Limited is also a new top ten circulating shareholder, holding 818,000 shares [3]

Group 1 - The core viewpoint of the news is that Xinchen Technology's stock has increased by 5.16%, reaching a price of 18.75 yuan per share, with a total market capitalization of 5.598 billion yuan [1] - Xinchen Technology, established on January 24, 1998, and listed on September 20, 2016, focuses on application software development and information technology solutions based on its self-developed Xinchen Exchange platform [1] - The company's main business revenue composition includes software development (45.46%), system integration (38.48%), and professional technical services (16.06%) [1] Group 2 - Among the top ten circulating shareholders of Xinchen Technology, Huaxia Fund's Huaxia Large Cap Select Mixed A (000011) has entered the list in the third quarter, holding 1.0243 million shares, which accounts for 0.41% of the circulating shares [2] - The fund has generated an estimated floating profit of approximately 942,400 yuan today [2] - Huaxia Large Cap Select Mixed A was established on August 11, 2004, with a current scale of 4.238 billion yuan, and has achieved a year-to-date return of 26.6% [2]

Core Points - New Morning Technology's stock price increased by 2.00% on November 14, reaching 18.36 CNY per share, with a market capitalization of 5.482 billion CNY [1] - The company has experienced a year-to-date stock price decline of 10.61%, but has seen a 2.68% increase over the last five trading days [1] - For the first nine months of 2025, New Morning Technology reported a revenue of 653 million CNY, a year-on-year decrease of 2.92%, and a net profit attributable to shareholders of -22.68 million CNY, down 27.87% year-on-year [2] Financial Performance - The company has a total dividend payout of 98.81 million CNY since its A-share listing, with 10.18 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 21.84% to 37,800, while the average number of tradable shares per person increased by 27.90% to 6,546 shares [2] Shareholder Structure - The top ten circulating shareholders include Huabao Zhongzheng Financial Technology Theme ETF, which increased its holdings by 1.2271 million shares, and Huaxia Large Cap Selected Mixed A, a new shareholder with 1.0243 million shares [3]

Company Overview - New Morning Technology Co., Ltd. is located in Haidian District, Beijing, and was established on January 24, 1998. The company went public on September 20, 2016. Its main business involves application software development and providing corresponding information technology solutions and services based on its self-developed New Morning Exchange Platform [2] - The revenue composition of New Morning Technology includes: software development 45.46%, system integration 38.48%, and professional technical services 16.06% [2] - The company belongs to the Shenwan industry classification of computer-software development-vertical application software and is involved in sectors such as cross-border payment, digital currency, financial technology, and data elements [2] Financial Performance - As of June 30, 2025, New Morning Technology reported a revenue of 460 million yuan, representing a year-on-year growth of 9.28%. However, the net profit attributable to the parent company was -12.99 million yuan, with a year-on-year increase of 9.25% [2] - The company has distributed a total of 98.81 million yuan in dividends since its A-share listing, with 10.18 million yuan distributed over the past three years [3] Stock Performance - On September 24, New Morning Technology's stock price increased by 2.06%, reaching 20.84 yuan per share, with a trading volume of 117 million yuan and a turnover rate of 2.32%. The total market capitalization is 6.222 billion yuan [1] - Year-to-date, the stock price has risen by 1.46%, but it has decreased by 4.14% over the last five trading days, 11.32% over the last 20 days, and 7.54% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on April 23, where it recorded a net purchase of 33.447 million yuan [1]