证券日报网讯 12月17日，太极股份（002368）在互动平台回答投资者提问时表示，公司主营业务为面 向党政、智慧城市、公共安全、行业企业等领域提供云与数据服务、自主软件产品、行业解决方案和数 字基础设施四大主营业务。电科数字（600850）与公司的业务在各自重点区域和重点行业细分领域有较 大差异，更多信息请关注公司及电科数字定期报告的相关内容。 ...

智通财经APP获悉，花旗近日发布2026年美股策略展望报告，观点为"持续但波动的牛市"。该行基于企 业盈利增长拓宽、AI主题深化等核心逻辑，设定标普500指数年末基准目标位7700点，基于320美元的 指数每股收益(EPS)预期，乐观情景下目标8300点，反映更激进的盈利增长和略高的估值水平;悲观情景 下目标为5700点，对应基本面不及预期和估值压缩的情况。 花旗认为，人工智能领域的投资顺风将持续，但该技术的赋能者与应用者群体内部的表现分化仍将是长 期动态。超越这一群体的增长拓宽将是核心主线，既包括标普500指数内部各板块的全面参与，也涵盖 美国中小盘股的崛起。 随着当前牛市进入第四年，市场预计将面临持续波动，且鉴于隐含的增长预期，波动可能更为剧烈。需 要明确的是，高估值起点确实是市场面临的一项障碍，但并非不可逾越，相反，它将进一步倒逼基本面 表现，以支撑当前的股价走势。 美股展望 花旗在报告中写道，预计2026年美国股市将进一步上涨，核心驱动力来自不断拓宽的基本面格局。当前 美股处于牛市第四年，波动或较2025年更为剧烈，但盈利增长与政策支撑仍将推动市场整体上行。 花旗预测2026年标普500指数EPS增速 ...

12月12日，因重大违法被强制退市的广东紫晶信息存储技术股份有限公司发布重大诉讼进展公告。近日，公司收到广东省梅州市中级人民法院出具的 (2024)粤14刑初23号刑事判决书。根据判决内容，该公司犯欺诈发行证券罪，判处罚金人民币3700万元；公司实际控制人郑穆、罗铁威及原财务总监李燕 霞等10名核心管理人员，全部被判处有期徒刑，刑期最高达七年六个月。 官网显示，紫晶存储是一家光存储高科技企业，为各类用户提供光存储介质、磁光电混合存储系统、光盘摆渡机系统、光存储一体机解决方案、行业解决 方案、数据中心及云存储服务。公司成立于2010年4月，由郑穆、罗铁威两人共同出资成立，注册资本300万元。 凭借光存储技术一度成为国产替代的代表，紫晶存储于2020年2月登陆科创板后市值迅速突破百亿，被誉为"光存储第一股"。 然而，紫晶存储在上市后业绩便开始下滑。2020年，紫晶存储实现营业收入为5.63亿元，同比增长8.97%；但增收不增利，公司归属母净利润为1.04亿 元，同比下降24.71%。2021年，紫晶存储营收为4.58亿元，同比下降6.69%，归母净利润亏损2.29亿元，同比下降379.85%。值得注意的是，中喜会 ...

12月12日，广东紫晶信息存储技术股份有限公司发布公告公布重大诉讼进展。公司实际控制人郑穆、罗铁威及原财务总监李燕霞等10名管理人 员，全部被判处有期徒刑。 公告称，近日，公司收到广东省梅州市中级人民法院出具的（2024）粤14刑初23号刑事判决书。 判决内容如下： 一、被告单位广东紫晶信息存储技术股份有限公司犯欺诈发行证券罪，判处罚金人民币3700万元。 (罚金自判决生效之日起十日内缴纳，因本案被行政处罚已缴纳的罚款可折抵罚金。) 二、被告人郑穆犯欺诈发行证券罪，判处有期徒刑三年；犯违规披露、不披露重要信息罪，判处有期徒刑五年六个月，并处罚金人民币50万 元。数罪并罚，总和刑期八年六个月，并处罚金人民币50万元；决定执行有期徒刑七年六个月，并处罚金人民币50万元。 (刑期从判决执行之日起计算。判决执行以前先行羁押的，羁押一日折抵刑期一日，即自 2023 年10 月23日起至2031年4月22日。罚金自判决生效 之日起十日内缴纳，因本案被行政处罚已缴纳的罚款可折抵罚金。) 三、被告人罗铁威犯欺诈发行证券罪，判处有期徒刑二年九个月；犯违规披露、不披露重要信息罪，判处有期徒刑五年三个月，并处罚金人民 币40万元。 ...

01 三大力量正在形成 岁末年初，资本市场总少不了一个热词——"春季躁动"。它通常代表着每年春节前后A股会出现的一轮 阶段性上涨行情。 1、全球流动性宽松 然而今年，市场风向有变，众多券商近期密集发声，普遍预期2026年的这场"春季躁动"行情，极有可能 在2025年12月中下旬就提前启动。 全球流动性宽松周期开启，为A股营造有利外部环境。美联储将于当地时间本周三(北京时间11日凌晨3 点)公布今年第三次降息的消息，标志着全球宽松浪潮进一步深化。 那么，这轮行情为何如此迫不及待，等不到开春就提前启动呢？背后并非偶然，而是多重积极因素共振 的结果。其中三大支撑力量正逐渐形成并发挥关键作用。接下来，就跟小编一起探寻这背后的推动力 量。 与此同时，日元加息缓解了跨境资金波动压力，全球风险偏好提升背景下，A股作为估值洼地的吸引力 进一步凸显。外部宽松与人民币汇率趋稳共振，为春季行情注入活力。 2、国内政策组合拳 近日召开的中央经济工作会议定调明确，2026年将实施"更加积极的财政政策+适度宽松的货币政策"， 并将"扩大内需、建设强大国内市场"作为首要任务。政策不仅聚焦促消费，还强调"反内卷"和"优化供 给"，指向新型消 ...

Core Insights - China Unicom (Europe) has established a significant milestone with the unveiling of its European Technology Support Center in Budapest, Hungary, marking its first large-scale regional technical support platform overseas [1][2] - The center aims to leverage China Unicom Group's strengths in computing power, cloud networks, data, and AI engineering to enhance network and localized service capabilities in Hungary and Central Eastern Europe [1] - The initiative is part of a broader strategy to support Chinese enterprises operating in Europe and contribute to the high-quality development of the Belt and Road Initiative and China-Europe connectivity [1] Group 1 - The European Technology Support Center will facilitate open cooperation with local operators, industry partners, and business associations, providing intelligent solutions for Chinese enterprises and local clients [1] - China Unicom is actively introducing technologies such as artificial intelligence and industrial internet into Europe, aiming to create AI-capable smart factories and promote Chinese manufacturing overseas [1] - Hungary is identified as a strategic hub for high-end manufacturing for Chinese enterprises, with the center serving as a strategic bridge for integrated pre-sales, delivery, and operation services [1] Group 2 - The Deputy General Manager of Bank of China Hungary Branch highlighted that Central Eastern Europe is becoming a key area for Chinese enterprises' investments, with increasing demands for communication connectivity, data processing, and information security [2] - The establishment of the technology support center is seen as a practical measure to enhance the service system in Europe and support the real economy, particularly benefiting sectors like manufacturing, energy, transportation, cross-border e-commerce, and financial services [2] - Presentations at the event showcased comprehensive information service capabilities tailored for high-end manufacturing, smart parks, smart logistics, digital finance, and research education, fostering in-depth exchanges with attendees [2]

Core Viewpoint - Qianfang Technology is committed to the deep integration and innovative application of smart transportation and IoT technologies, particularly in response to China's recent launch of satellite IoT commercial trials [2] Group 1: Company Strategy - The company aims to leverage its advantages in vertical industry solutions and edge computing to connect space-based networks with ground applications [2] - Qianfang Technology's initiatives include, but are not limited to, the adaptation of vehicle-mounted terminals, development of industry solutions, and provision of data intelligence services [2]

11月24日，太极股份盘中上涨2.03%，截至13:16，报24.18元/股，成交7786.25万元，换手率0.53%，总 市值150.70亿元。 资金流向方面，主力资金净流出68.91万元，特大单买入389.40万元，占比5.00%，卖出358.70万元，占 比4.61%；大单买入1275.86万元，占比16.39%，卖出1375.47万元，占比17.67%。 责任编辑：小浪快报 截至11月10日，太极股份股东户数5.72万，较上期增加3.22%；人均流通股10843股，较上期减少 3.12%。2025年1月-9月，太极股份实现营业收入48.65亿元，同比增长12.15%；归母净利润404.65万元， 同比增长114.31%。 分红方面，太极股份A股上市后累计派现11.91亿元。近三年，累计派现2.84亿元。 机构持仓方面，截止2025年9月30日，太极股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股882.38万股，相比上期减少141.59万股。南方中证1000ETF（512100）位居第九大流通股 东，持股399.19万股，相比上期减少3.35万股。 太极股份今年以来股价涨2.51%， ...

Core Viewpoint - China Software's stock has experienced a decline of 2.01% on November 20, with a current price of 47.22 CNY per share and a total market capitalization of 44.093 billion CNY, indicating a challenging market environment for the company [1] Financial Performance - For the period from January to September 2025, China Software achieved a revenue of 3.198 billion CNY, reflecting a year-on-year growth of 9.50%. However, the company reported a net profit attributable to shareholders of -104 million CNY, which is a significant improvement with a year-on-year increase of 69.18% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for China Software reached 160,200, an increase of 2.59% from the previous period. The average number of circulating shares per person decreased by 2.52% to 5,265 shares [2] Dividend Distribution - Since its A-share listing, China Software has distributed a total of 415 million CNY in dividends, with 13.8956 million CNY distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of China Software include Hong Kong Central Clearing Limited as the third-largest shareholder with 14.6729 million shares, an increase of 2.1198 million shares from the previous period. Other notable shareholders include Southern CSI 500 ETF and E Fund CSI Artificial Intelligence Theme ETF, with varying changes in their holdings [3]

Core Viewpoint - On November 11, Taiji Co., Ltd. experienced a 1.57% decline in stock price with a trading volume of 189 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On November 11, Taiji Co., Ltd. had a financing buy-in amount of 23.64 million yuan and a financing repayment of 20.17 million yuan, resulting in a net financing buy of 3.47 million yuan [1] - As of November 11, the total financing and securities lending balance for Taiji Co., Ltd. was 895 million yuan, with the financing balance at 893 million yuan, accounting for 5.71% of the circulating market value, which is above the 90th percentile of the past year [1] - The company had a securities lending repayment of 4,100 shares and a securities lending sell of 3,700 shares on November 11, with a lending balance of 134,140 yuan, which is below the 20th percentile of the past year [1] Business Performance - For the period from January to September 2025, Taiji Co., Ltd. reported a revenue of 4.865 billion yuan, representing a year-on-year growth of 12.15%, and a net profit attributable to shareholders of 4.0465 million yuan, showing a significant year-on-year increase of 114.31% [2] - The company has cumulatively distributed 1.191 billion yuan in dividends since its A-share listing, with 284 million yuan distributed over the past three years [3] Shareholder Information - As of October 31, the number of shareholders for Taiji Co., Ltd. was 55,400, a decrease of 0.52% from the previous period, while the average circulating shares per person increased by 0.53% to 11,193 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 8.8238 million shares, a decrease of 1.4159 million shares from the previous period [3]