从基金十大重仓股角度 数据显示，汇安基金旗下1只基金重仓慧辰股份。汇安均衡成长混合A（016388）三季度持有股数7615 股，占基金净值比例为3.01%，位居第十大重仓股。根据测算，今日浮盈赚取约2.47万元。 汇安均衡成长混合A（016388）成立日期2024年1月11日，最新规模326.43万。今年以来收益56.98%， 同类排名834/8155；近一年收益56.98%，同类排名834/8155；成立以来收益57.33%。 1月5日，慧辰股份涨5.25%，截至发稿，报65.00元/股，成交1.70亿元，换手率3.74%，总市值48.94亿 元。 资料显示，北京慧辰资道资讯股份有限公司位于北京市朝阳区酒仙桥北路甲10号院102号楼6层，成立日 期2008年11月14日，上市日期2020年7月16日，公司主营业务涉及为行业头部企业和国内政府机构提供 基于企业内外部数据、消费者态度与行为数据和行业数据的业务经营分析与应用、定制化行业分析应用 解决方案等服务。主营业务收入构成为：数据产品83.82%，解决方案16.18%。 截至发稿，蒋毅累计任职时间288天，现任基金资产总规模3398.41万元，任职期间最佳基 ...

12月31日，星环科技涨10.92%，成交额13.58亿元。两融数据显示，当日星环科技获融资买入额1.27亿 元，融资偿还2.00亿元，融资净买入-7308.36万元。截至12月31日，星环科技融资融券余额合计5.30亿 元。 融资方面，星环科技当日融资买入1.27亿元。当前融资余额5.29亿元，占流通市值的5.20%，融资余额 超过近一年90%分位水平，处于高位。 截至9月30日，星环科技股东户数1.08万，较上期增加1.11%；人均流通股8705股，较上期减少1.09%。 2025年1月-9月，星环科技实现营业收入2.25亿元，同比增长7.42%；归母净利润-2.13亿元，同比增长 27.21%。 机构持仓方面，截止2025年9月30日，星环科技十大流通股东中，华宝中证金融科技主题ETF （159851）位居第八大流通股东，持股147.76万股，为新进股东。银河智联混合A（519644）退出十大 流通股东之列。 责任编辑：小浪快报 融券方面，星环科技12月31日融券偿还400.00股，融券卖出1722.00股，按当日收盘价计算，卖出金额 18.63万元；融券余量4318.00股，融券余额46.72万元，超 ...

12月25日，慧辰股份（维权）盘中上涨2.08%，截至13:45，报64.17元/股，成交1.08亿元，换手率 2.34%，总市值48.32亿元。 慧辰股份所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：腾讯概念、人工智能、阿 里概念、智慧农业（数字乡村）、智慧城市等。 截至12月19日，慧辰股份股东户数5243.00，较上期减少0.63%；人均流通股13983股，较上期增加 0.63%。2025年1月-9月，慧辰股份实现营业收入3.15亿元，同比增长16.35%；归母净利润-4316.01万 元，同比增长29.49%。 分红方面，慧辰股份A股上市后累计派现742.75万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，慧辰股份十大流通股东中，金鹰改革红利混合（001951）位居第 七大流通股东，持股116.82万股，相比上期减少1804.00股。 责任编辑：小浪快报 资金流向方面，主力资金净流出275.10万元，特大单买入416.79万元，占比3.86%，卖出1244.99万元， 占比11.52%；大单买入3973.95万元，占比36.77%，卖出3420.85万元 ...

格隆汇12月12日丨汉得信息(300170.SZ)在投资者互动平台表示，公司是企业数字化、智能化产品及解 决方案的综合服务供应商，产品及服务涵盖数智化软件产品、解决方案、咨询服务及实施交付，暂不涉 及传感器的研发与生产。 ...

（原标题：汉得信息(300170.SZ)：暂不涉及传感器的研发与生产） 格隆汇12月12日丨汉得信息(300170.SZ)在投资者互动平台表示，公司是企业数字化、智能化产品及解 决方案的综合服务供应商，产品及服务涵盖数智化软件产品、解决方案、咨询服务及实施交付，暂不涉 及传感器的研发与生产。 ...

Core Insights - The latest financial report from Sutech Jun Chuang indicates a revenue of 407 million yuan for Q3 2025, representing a year-on-year decrease of 0.2% [1] - Revenue from products amounted to 387 million yuan, with 245 million yuan generated from ADAS products and 142 million yuan from robotics and other sectors [1] - The solutions segment contributed 11.945 million yuan in revenue, while services and other areas added 8.028 million yuan [1] - The adjusted net loss for Sutech Jun Chuang was 64.573 million yuan, which is a 7% year-on-year reduction [1]

Group 1 - The core viewpoint of the news is that Xinghuan Technology's stock has increased by 5.04%, reaching a price of 71.91 CNY per share, with a total market capitalization of 8.711 billion CNY [1] - Xinghuan Technology specializes in enterprise-level big data infrastructure software development, providing software and services throughout the entire data lifecycle, including integration, storage, governance, modeling, analysis, mining, and circulation [1] - The company's main business revenue composition includes software products and technical services at 72.84%, solutions at 22.37%, hardware-software integrated products and services at 4.49%, and other business revenue at 0.30% [1] Group 2 - From the perspective of fund holdings, one fund under Jiashi Fund has a significant position in Xinghuan Technology, specifically Jiashi Runze Quantitative Regular Mixed Fund (005167), which holds 5,000 shares, unchanged from the previous period, accounting for 0.9% of the fund's net value [2] - The Jiashi Runze Quantitative Regular Mixed Fund has a total scale of 33.2572 million CNY and has achieved a year-to-date return of 17.44%, ranking 4014 out of 8136 in its category [2] - The fund manager, Lai Lihui, has been in position for 5 years and 39 days, with the fund's total asset size at 2.951 billion CNY, achieving a best return of 25.13% during his tenure [3]

Core Viewpoint - The stock of Huichen Co., Ltd. has experienced a significant increase of 90.09% year-to-date, but has recently seen a decline in the last five, twenty, and sixty trading days, indicating potential volatility in its stock performance [1][2]. Company Overview - Huichen Co., Ltd. was established on November 14, 2008, and went public on July 16, 2020. The company is located in Chaoyang District, Beijing, and primarily provides business operation analysis and customized industry analysis solutions based on various data sources [2]. - The company's revenue composition is 83.82% from data products and 16.18% from solutions [2]. - Huichen Co., Ltd. is classified under the Shenwan industry category of Computer-IT Services II-IT Services III, and is associated with several concept sectors including ByteDance concept, small-cap, margin financing, buyback, and IDC concept (data center) [2]. Financial Performance - As of November 10, 2023, the number of shareholders for Huichen Co., Ltd. is 5,337, a decrease of 10.02% from the previous period, with an average of 13,737 circulating shares per person, an increase of 11.13% [2]. - For the period from January to September 2025, the company reported a revenue of 315 million yuan, reflecting a year-on-year growth of 16.35%. However, the net profit attributable to the parent company was a loss of 43.16 million yuan, which is a year-on-year increase of 29.49% in losses [2]. Shareholder Information - Since its A-share listing, Huichen Co., Ltd. has distributed a total of 7.43 million yuan in dividends, with no dividends paid in the last three years [3]. - As of September 30, 2025, among the top ten circulating shareholders, the Jin Ying Reform Dividend Mixed Fund (001951) holds 1.1682 million shares, a decrease of 1,804 shares compared to the previous period [3].

Core Points - Longxin Zhongke's stock price decreased by 2.00% on November 12, trading at 130.33 CNY per share with a market capitalization of 52.262 billion CNY [1] - The company experienced a net outflow of 23.383 million CNY in principal funds, with significant selling pressure observed [1] - Year-to-date, the stock has declined by 1.47%, with a notable drop of 11.04% over the past 20 trading days [1] Company Overview - Longxin Zhongke Technology Co., Ltd. was established on March 5, 2008, and went public on June 24, 2022 [1] - The company specializes in the research, sales, and services of processors and supporting chips, with revenue composition as follows: 47.09% from information technology chips, 35.82% from industrial control chips, and 17.09% from solutions [1] - The company is classified under the electronic-semiconductor-digital chip design industry and is associated with concepts such as DeepSeek, Xinchuang, robotics, operating systems, and semiconductors [1] Financial Performance - As of September 30, 2025, Longxin Zhongke reported a revenue of 351 million CNY, reflecting a year-on-year growth of 13.94%, while the net profit attributable to shareholders was -394 million CNY, a decrease of 14.89% year-on-year [2] - The number of shareholders increased by 25.97% to 28,200, while the average circulating shares per person decreased by 20.62% [2] - Notably, Hong Kong Central Clearing Limited entered the top ten circulating shareholders with a holding of 6.2578 million shares [2]

Summary of Longxin Zhongke Conference Call Company Overview - **Company**: Longxin Zhongke - **Industry**: Semiconductor and CPU manufacturing Key Financial Metrics - **Revenue Growth**: Revenue for the first three quarters of 2025 reached 350 million yuan, a year-on-year increase of 13.4% [3] - **Industrial Control Chip Revenue**: 125 million yuan, up 68.83% year-on-year [3] - **Information Technology Chip Revenue**: 165 million yuan, a 15.7% increase [3] - **Solution Revenue**: 60 million yuan, down approximately 33% [3] - **Gross Margin**: - Industrial control chips: 64.81%, up 50% year-on-year [3] - Information technology chips: 23.83%, up 0.81 percentage points [3] - Solutions: 46%, an increase of 22 percentage points [3] - **Net Profit**: Loss of 390 million yuan, a decrease of 510 million yuan year-on-year [3] - **Operating Cash Flow**: Decreased by 447 million yuan, down 180 million yuan year-on-year [3] Strategic Initiatives - **Platform and Quality Focus**: The company adheres to a "platform-based, quality-first" strategy while promoting both policy-driven and open markets [2][5] - **Product Development**: Continuous improvement of the Longxin architecture software ecosystem and development of next-generation products [2][5] - **Market Expansion**: Plans to consolidate the desktop CPU market and expand into business system applications, particularly in server CPU applications [2][7] Product and Market Performance - **Industrial Control Sector**: Sales in this sector are expected to double to 180 million yuan in 2025, with a strong performance in key industries such as high-speed rail and nuclear power [4][14] - **New Product Launches**: The new "Qiaopian" product is anticipated to enhance profitability in the information technology sector [2][8] - **Competitive Advantage**: The "Three Swordsmen" and "Three Elite Soldiers" product lines are gaining traction in government tenders due to their cost-performance advantages [2][6] Future Outlook - **Growth Cycle**: The period from 2025 to 2027 is seen as a critical growth phase for the company [7] - **Sales Strategy Adjustment**: Aiming to enhance sales strategies to improve profitability and sustainable development [7][8] - **Collaboration with Major Enterprises**: Strengthening partnerships with leading companies to ensure stable growth [8] Research and Development - **R&D Investment**: 375 million yuan invested in R&D in the first three quarters of 2025, with a focus on developing 10 key terminal and server products over the next three years [4][15] - **New Chip Development**: Ongoing development of next-generation chips, including low-cost and high-performance options [18][21] Software Ecosystem Development - **Ecosystem Building**: Focus on overcoming software ecosystem barriers and enhancing compatibility with various applications [11][22] - **Open Source Community Engagement**: Active maintenance and optimization of open-source communities related to Longxin architecture [22][24] Unique Advantages - **Compatibility and Performance**: Longxin architecture has surpassed x86 and ARM platforms in peripheral driver and browser compatibility, facilitating easier migration of existing applications [24] Conclusion Longxin Zhongke is positioned for growth with a strong focus on product development, market expansion, and strategic partnerships, despite facing challenges in profitability and cash flow. The company's commitment to R&D and software ecosystem development is expected to drive future success in the semiconductor industry.