诺安成长混合A（320007）基金经理为刘慧影。 截至发稿，刘慧影累计任职时间3年179天，现任基金资产总规模192.59亿元，任职期间最佳基金回报 95.42%， 任职期间最差基金回报27.32%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，中国软件与技术服务股份有限公司位于北京市昌平区昌盛路18号，成立日期1994年3月1日， 上市日期2002年5月17日，公司主营业务涉及自主软件产品、行业解决方案、服务化业务。主营业务收 入构成为：行业解决方案42.43%，自主软件产品33.08%，服务化业务23.86%，其他(补充)0.63%。 从中国软件十大流通股东角度 数据显示，诺安基金旗下1只基金位居中国软件十大流通股东。诺 ...

证券日报网讯1月26日，怡亚通（002183）在互动平台回答投资者提问时表示，算力方面，公司控股子 公司卓优云智已交付多个AI算力平台；此外，公司通过旗下子公司卓怡恒通构建覆盖龙芯、飞腾、海 光、鲲鹏等六大国产CPU平台的技术矩阵，形成"智能通用硬件+行业解决方案+工业物联"三维一体的产 品体系。未来公司将会坚定向科技驱动型企业转型。 ...

Core Viewpoint - China Software's stock has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 44.075 billion yuan, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 20, China Software's stock price is 47.20 yuan per share, with a trading volume of 488 million yuan and a turnover rate of 1.21% [1]. - Year-to-date, the stock has increased by 1.94%, but it has decreased by 3.58% over the last five trading days and by 7.45% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Software reported a revenue of 3.198 billion yuan, reflecting a year-on-year growth of 9.50%. However, the net profit attributable to shareholders was -104 million yuan, which is a significant increase of 69.18% compared to the previous period [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders has increased to 160,200, with an average of 5,265 circulating shares per person, a decrease of 2.52% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 14.6729 million shares, an increase of 2.1198 million shares from the previous period [3].

Group 1 - The stock price of China Software fell by 2.05% on January 19, reaching 48.32 yuan per share, with a trading volume of 469 million yuan and a turnover rate of 1.14%, resulting in a total market capitalization of 45.121 billion yuan [1] - Year-to-date, the stock price has increased by 4.36%, but it has decreased by 4.11% over the last five trading days, increased by 8.34% over the last 20 days, and decreased by 5.44% over the last 60 days [1] - The company's revenue composition includes 42.43% from industry solutions, 33.08% from proprietary software products, and 23.86% from service-oriented business, with other contributions at 0.63% [1] Group 2 - As of September 30, the number of shareholders for China Software reached 160,200, an increase of 2.59% from the previous period, with an average of 5,265 circulating shares per person, a decrease of 2.52% [2] - For the period from January to September 2025, China Software achieved a revenue of 3.198 billion yuan, representing a year-on-year growth of 9.50%, while the net profit attributable to shareholders was -104 million yuan, showing a year-on-year increase of 69.18% [2] - Since its A-share listing, China Software has distributed a total of 415 million yuan in dividends, with 13.896 million yuan distributed over the last three years [3] Group 3 - 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 [3] - The Southern CSI 500 ETF is the fourth-largest shareholder with 8.2184 million shares, a decrease of 0.6115 million shares, while the E Fund CSI Artificial Intelligence Theme ETF is the seventh-largest with 4.6082 million shares, a decrease of 0.5027 million shares [3] - Notably, the E Fund Information Industry Stock Initiation A and the Noah Active Return Mixed A have exited the top ten circulating shareholders list [3]

Core Viewpoint - The strategic cooperation between General Tire and Lenovo Group aims to enhance the intelligent upgrade of the entire tire value chain through collaboration in smart manufacturing, quality control, and digital infrastructure development [1][3][8]. Group 1: Company Background - General Tire is a large state-owned enterprise in Jiangsu, specializing in tire research, production, and sales, with production bases in China, Thailand, and Cambodia, and has established a national-level technology center and a 5G carbon cloud smart factory [5][7]. - Lenovo Group is a global leader in AI deployment, excelling in smart devices, infrastructure, and industry solutions [9]. Group 2: Collaboration Details - The cooperation focuses on the intelligent upgrade of the tire industry, with both companies working together on smart manufacturing and quality control, as well as digital infrastructure [3][8]. - A significant achievement in this collaboration is the progress made in the all-steel X-ray tire defect detection project, which has reached a preliminary success stage [3][8].

Core Viewpoint - YunSai ZhiLian's stock price has shown a positive trend this year, with a year-to-date increase of 10.33% and significant gains over various trading periods, despite a recent decline in share price and net outflow of funds [1][2]. Group 1: Stock Performance - As of January 13, YunSai ZhiLian's stock price was 20.62 CNY per share, down 2.04% during the day, with a trading volume of 737 million CNY and a turnover rate of 3.27%, resulting in a total market capitalization of 28.201 billion CNY [1]. - The stock has increased by 10.33% year-to-date, with gains of 8.18% over the last five trading days, 11.88% over the last 20 days, and 7.68% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, YunSai ZhiLian reported a revenue of 4.599 billion CNY, reflecting a year-on-year growth of 14.64%, while the net profit attributable to shareholders was 145 million CNY, a decrease of 8.05% year-on-year [2]. - The company has distributed a total of 1.132 billion CNY in dividends since its A-share listing, with 175 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for YunSai ZhiLian was 177,700, a decrease of 7.77% from the previous period, with an average of 0 circulating shares per shareholder [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.4008 million shares, an increase of 1.7537 million shares from the previous period, while Southern CSI 1000 ETF and CSI Shanghai State-owned Enterprise ETF have seen reductions in their holdings [3].

Group 1 - YunSai ZhiLian's stock price increased by 5.16% to 20.98 CNY per share, with a trading volume of 869 million CNY and a turnover rate of 3.94%, resulting in a total market capitalization of 28.694 billion CNY [1] - The stock has risen for six consecutive days, with a cumulative increase of 7.26% during this period [1] - YunSai ZhiLian specializes in providing core hardware and software products and comprehensive solutions for smart cities, with revenue composition as follows: cloud computing and big data 53.32%, industry solutions 42.35%, smart products 7.33%, and other products 0.12% [1] Group 2 - Xiangcai Fund holds a significant position in YunSai ZhiLian, with its fund "Xiangcai Innovation Growth One-Year Holding Period Mixed A" (011550) holding 200,000 shares, unchanged from the previous period, accounting for 4.69% of the fund's net value [2] - The fund has generated a floating profit of approximately 206,000 CNY today and 270,000 CNY during the six-day rising period [2] - The fund was established on March 24, 2021, with a latest scale of 77.1417 million CNY, and has achieved a year-to-date return of 8.4% [2] Group 3 - The fund manager of Xiangcai Innovation Growth One-Year Holding Period Mixed A is Che Guanglu, who has a total tenure of 13 years and 321 days [3] - The total asset scale of the fund is 418 million CNY, with the best fund return during the tenure being 54.67% and the worst being -40.29% [3]

Core Viewpoint - The market is experiencing a significant rally, driven by a strong performance in technology sectors, particularly the Media and Computer industries, as well as the Defense and Aerospace sectors, indicating a shift in risk appetite towards high-growth narratives and industrial transformation expectations [1][2][3] Group 1: Market Performance - Major indices in the market showed strong gains, with the STAR 50 Index rising by 2.26%, and both the Shenzhen Component Index and the ChiNext Index increasing by over 1% [1] - A notable increase in trading volume was observed, with A-shares reaching a turnover of over 2.3 trillion yuan, indicating a healthy and sustainable market trend [1] - The Hang Seng Technology Index rose by 2.18%, outperforming the Hang Seng Index, reflecting a consensus on the importance of technology investments [1] Group 2: Sector Analysis - The Media and Computer sectors are experiencing a surge due to the onset of the "AI Agent" era, with advancements in AI capabilities leading to new business models and opportunities [2] - The Defense and Aerospace sectors are benefiting from the "low-altitude economy" trend, with significant policy support and project developments creating a large civilian market [2][3] - The growth logic for the Defense sector is supported by a combination of military applications, high-end manufacturing, and new production capabilities [3] Group 3: Policy and Funding Environment - Policy support is evident as regulatory bodies promote long-term capital inflows and deepen reforms in the STAR Market, providing a solid institutional backing for technology growth stocks [3] - Continuous high trading volumes signal that new capital is systematically entering the market, with significant inflows into Hong Kong's technology sector [3] Group 4: Future Outlook - The technology growth sectors are expected to remain the strongest market direction, driven by industry trends, policy support, and new capital inflows [3] - The performance of the STAR 50 and Hang Seng Technology indices will be key indicators for assessing the sustainability of the current market rally [3]

Group 1 - The core viewpoint of the news is that Neusoft Corporation's stock has shown a positive trend in recent trading sessions, with a year-to-date increase of 8.34% and a 10.09% rise over the last five trading days [1] - As of January 8, Neusoft's stock price reached 10.91 yuan per share, with a total market capitalization of 13.02 billion yuan [1] - The company's main business includes software technology, industry solutions, software products, platforms and services, and medical equipment, with 85.92% of revenue coming from proprietary software, products, and services [1] Group 2 - As of September 30, Neusoft reported a total revenue of 7.49 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 8.72%, while the net profit attributable to shareholders decreased by 66.47% to 51.08 million yuan [2] - The number of shareholders increased to 98,200, up by 8.72%, while the average circulating shares per person decreased by 9.15% to 12,145 shares [2] - Neusoft has distributed a total of 1.89 billion yuan in dividends since its A-share listing, with 332 million yuan distributed over the past three years [3]

Group 1 - The core business of the company includes providing cloud and data services, proprietary software products, industry solutions, and digital infrastructure, primarily targeting government, smart city, public safety, and enterprise sectors [1] - The company's involvement in the aerospace sector is minimal [1]