来源：新浪证券-红岸工作室 12月11日，华是科技跌3.89%，成交额1.61亿元，换手率9.80%，总市值26.21亿元。 区间今日近3日近5日近10日近20日主力净流入-2325.20万-4242.20万-3325.28万-4793.12万-6234.29万 异动分析 智慧政务+数据安全+数据要素+智慧城市+共同富裕示范区 1、公司主营业务为智慧政务、智慧民生、智慧建筑等智慧城市细分领域客户提供项目设计、信息系统 开发、软硬件采购、系统集成及运维服务的一站式综合解决方案。 2、2022年3月17日公司互动回复：公司承接过一些网络安全和数据安全方面项目。 3、2023年8月25日互动易回复：公司在数据要素上已经有所规划，如我们在内河航道应用上积累了大量 大数据，在"智慧港航"进行了大数据深度处理和挖掘，形成了自己的数据要素积累，并计划在未来的智 慧港航应用中体现数据价值。 4、公司主营业务为智慧政务、智慧民生、智慧建筑等智慧城市细分领域客户提供项目设计、信息系统 开发、软硬件采购、系统集成及运维服务的一站式综合解决方案。 5、公司地处浙江省杭州市余杭区，主营业务是为智慧政务、智慧民生、智慧建筑等智慧城市细分 ...

Core Insights - 华是科技 is a comprehensive solution provider in the smart city sector, focusing on smart governance, smart living, and smart buildings, with a full industry chain service capability [1] Financial Performance - In Q3 2025, 华是科技 reported revenue of 353 million yuan, ranking 85th out of 131 in the industry, significantly lower than the top competitors, 神州数码 with 102.365 billion yuan and 紫光股份 with 77.322 billion yuan, as well as below the industry average of 283.3 million yuan and median of 47.3 million yuan [2] - The net profit for the same period was -21.1458 million yuan, ranking 86th in the industry, with a notable gap compared to the leaders, 紫光股份 at 1.723 billion yuan and 宝信软件 at 1.133 billion yuan, and also below the industry average of 25.9607 million yuan and median of 5.831 million yuan [2] Financial Ratios - As of Q3 2025, the asset-liability ratio for 华是科技 was 41.98%, an increase from 35.73% year-on-year, and above the industry average of 38.93% [3] - The gross profit margin for the same period was 11.58%, significantly lower than the previous year's 21.20% and below the industry average of 29.96% [3] Executive Compensation - The chairman, 俞永方, received a salary of 510,500 yuan in 2024, a decrease of 4,300 yuan from 2023 [4] - The general manager, 叶建标, earned 303,500 yuan in 2024, down 211,800 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 1.70% to 13,000, while the average number of circulating A-shares held per account increased by 1.73% to 5,403 [5] - Among the top ten circulating shareholders, 大成中证360互联网 + 指数A increased its holdings by 58,000 shares to 767,800 shares, while 诺安多策略混合A entered as a new shareholder with 662,900 shares [5]

Group 1 - The core viewpoint of the news is that 华是科技 (Huashi Technology) is experiencing fluctuations in its stock performance and financing activities, with a notable decrease in net buying and a significant increase in revenue year-on-year [1][2]. Group 2 - On September 15, 华是科技's stock price fell by 0.92%, with a trading volume of 46.39 million yuan. The financing buy amount was 2.07 million yuan, while the financing repayment was 6.61 million yuan, resulting in a net financing buy of -4.54 million yuan [1]. - As of September 15, the total balance of margin trading for 华是科技 was 63.92 million yuan, accounting for 2.61% of its circulating market value, which is above the 70th percentile level over the past year [1]. - The company has a main business revenue composition of 77.00% from system integration, 16.85% from security sales, 4.81% from system maintenance, and 1.34% from other sources [1]. Group 3 - As of August 20, the number of shareholders for 华是科技 was 13,700, a decrease of 3.52% from the previous period, while the average circulating shares per person increased by 3.65% to 5,114 shares [2]. - For the first half of 2025, 华是科技 reported a revenue of 194 million yuan, representing a year-on-year growth of 71.02%, but the net profit attributable to the parent company was -11.54 million yuan, a decrease of 6.33% year-on-year [2]. Group 4 - Since its A-share listing, 华是科技 has distributed a total of 23.53 million yuan in dividends, with 14.03 million yuan distributed in the last three years [3]. - As of June 30, 2025, 大成中证360互联网+指数A (002236) was the tenth largest circulating shareholder, holding 709,800 shares as a new shareholder, while 博道成长智航股票A (013641) exited the top ten circulating shareholders [3].

Group 1 - The core viewpoint of the news is that 华是科技 experienced a decline in stock price and trading volume, with significant net financing outflows on August 27, indicating potential investor concerns [1] - As of August 27, 华是科技's financing balance was 55.99 million yuan, accounting for 2.14% of its market capitalization, which is below the 40th percentile level over the past year, suggesting a low financing position [1] - The company reported a revenue of 194 million yuan for the first half of 2025, representing a year-on-year growth of 71.02%, while the net profit attributable to shareholders was -11.54 million yuan, a decrease of 6.33% year-on-year [2] Group 2 - 华是科技's main business segments include system integration (77.00%), security sales (16.85%), system maintenance (4.81%), and others (1.34%), indicating a strong focus on system integration services [1] - The number of shareholders for 华是科技 decreased by 3.52% to 13,700 as of August 20, 2025, while the average circulating shares per person increased by 3.65% to 5,114 shares [2] - Since its A-share listing, 华是科技 has distributed a total of 23.53 million yuan in dividends, with 14.03 million yuan distributed in the last three years [3]