9月26日，神州泰岳跌5.14%，截至发稿，报14.75元/股，成交8.32亿元，换手率3.00%，总市值290.16亿 元。 资料显示，北京神州泰岳软件股份有限公司位于北京市朝阳区北苑路甲13号院1号楼22层，成立日期 2001年5月18日，上市日期2009年10月30日，公司主营业务涉及运营商业务、物联网与通信、人工智能 与大数据、手机游戏及创新业务等。主营业务收入构成为：游戏75.53%，AI/ICT运营管理19.89%，物 联网/通讯2.04%，创新服务1.99%，其他(补充)0.55%。 从基金十大重仓股角度 太平改革红利精选（005270）成立日期2017年12月1日，最新规模1.35亿。今年以来收益37.09%，同类 排名2398/8171；近一年收益66.81%，同类排名1736/8004；成立以来收益83.36%。 太平改革红利精选（005270）基金经理为徐闯。 截至发稿，徐闯累计任职时间2年85天，现任基金资产总规模8.85亿元，任职期间最佳基金回报 57.96%， 任职期间最差基金回报16.62%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括 ...

Group 1 - The stock of Beijing Shenzhou Taiyue Software Co., Ltd. increased by 5.09% on September 24, reaching a price of 15.07 CNY per share, with a trading volume of 9.71 billion CNY and a turnover rate of 3.57%, resulting in a total market capitalization of 29.645 billion CNY [1] - The company was established on May 18, 2001, and went public on October 30, 2009. Its main business areas include operator services, IoT and communications, artificial intelligence and big data, mobile gaming, and innovative services [1] - The revenue composition of the company is as follows: gaming accounts for 75.53%, AI/ICT operation management 19.89%, IoT/communications 2.04%, innovative services 1.99%, and other supplementary services 0.55% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Galaxy Fund holds a significant position in Shenzhou Taiyue. The Galaxy Xinli Mixed A Fund (519652) held 174,900 shares in the second quarter, accounting for 0.88% of the fund's net value, ranking as the sixth-largest heavy stock [2] - The Galaxy Xinli Mixed A Fund was established on April 22, 2015, with a current scale of 232 million CNY. Year-to-date returns are 1.8%, ranking 7514 out of 8173 in its category; the one-year return is 9.06%, ranking 6965 out of 7996; and since inception, the return is 61.69% [2] Group 3 - The fund managers of Galaxy Xinli Mixed A are Liu Ming and Bao Wubin. Liu Ming has a cumulative tenure of 8 years and 292 days, with a total fund asset size of 5.545 billion CNY, achieving a best fund return of 140.79% and a worst return of -4.69% during his tenure [3] - Bao Wubin has a cumulative tenure of 3 years and 192 days, managing a total fund asset size of 1.09 billion CNY, with a best fund return of 39.56% and a worst return of -29.11% during his tenure [3]

9月18日，神州泰岳跌5.09%，截至发稿，报14.18元/股，成交15.85亿元，换手率5.86%，总市值278.95 亿元。 资料显示，北京神州泰岳软件股份有限公司位于北京市朝阳区北苑路甲13号院1号楼22层，成立日期 2001年5月18日，上市日期2009年10月30日，公司主营业务涉及运营商业务、物联网与通信、人工智能 与大数据、手机游戏及创新业务等。主营业务收入构成为：游戏75.53%，AI/ICT运营管理19.89%，物 联网/通讯2.04%，创新服务1.99%，其他(补充)0.55%。 从基金十大重仓股角度 太平改革红利精选（005270）基金经理为徐闯。 数据显示，太平基金旗下1只基金重仓神州泰岳。太平改革红利精选（005270）二季度持有股数60万 股，占基金净值比例为5.24%，位居第六大重仓股。根据测算，今日浮亏损失约45.6万元。 截至发稿，徐闯累计任职时间2年77天，现任基金资产总规模8.85亿元，任职期间最佳基金回报 56.47%， 任职期间最差基金回报14.85%。 太平改革红利精选（005270）成立日期2017年12月1日，最新规模1.35亿。今年以来收益31.57%，同类 ...

Summary of Key Points Core Viewpoint - Shenzhou Taiyue's stock performance shows a significant increase in trading volume and financing activities, indicating potential investor interest despite a decline in revenue and net profit year-on-year. Group 1: Stock Performance and Financing - On September 17, Shenzhou Taiyue's stock rose by 4.18% with a trading volume of 2.012 billion yuan [1] - The financing buy-in amount for the day was 240 million yuan, with a net buy of 1.1894 million yuan [1] - The total financing and securities lending balance reached 1.274 billion yuan as of September 17 [1] - The current financing balance is 1.255 billion yuan, accounting for 4.27% of the circulating market value, which is below the 30th percentile level over the past year [1] - On the same day, the company repaid 82,200 shares in securities lending, while 16,900 shares were sold, with a selling amount of 252,500 yuan [1] - The securities lending balance is 18.7228 million yuan, exceeding the 90th percentile level over the past year, indicating a high level of short interest [1] Group 2: Company Financials - As of September 10, the number of shareholders for Shenzhou Taiyue was 98,800, a decrease of 1.16% from the previous period [2] - For the first half of 2025, the company reported revenue of 2.685 billion yuan, a year-on-year decrease of 12.05%, and a net profit of 509 million yuan, down 19.26% year-on-year [2] Group 3: Dividend and Shareholder Information - Since its A-share listing, Shenzhou Taiyue has distributed a total of 1.297 billion yuan in dividends, with 372 million yuan distributed over the past three years [3] - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 56.3593 million shares, a decrease of 59.5812 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 46.8903 million shares, down by 230,400 shares [3] - The fourth-largest shareholder is Huaxia's China Securities Animation Game ETF, which increased its holdings by 8.8158 million shares to 46.8085 million shares [3]

Core Viewpoint - Shenzhou Taiyue's stock price increased by 5.02% to 15.06 CNY per share, with a trading volume of 1.621 billion CNY and a turnover rate of 6.00%, resulting in a total market capitalization of 29.626 billion CNY [1] Group 1: Company Overview - Shenzhou Taiyue Software Co., Ltd. was established on May 18, 2001, and listed on October 30, 2009 [1] - The company is located in Chaoyang District, Beijing, and its main business areas include operator services, IoT and communications, artificial intelligence and big data, mobile gaming, and innovative services [1] - The revenue composition of the company is as follows: gaming 75.53%, AI/ICT operation management 19.89%, IoT/communications 2.04%, innovative services 1.99%, and others 0.55% [1] Group 2: Shareholder Information - Among the top ten circulating shareholders of Shenzhou Taiyue, a fund under Southern Fund holds a significant position [2] - The Southern CSI 500 ETF (510500) increased its holdings by 3.817 million shares in the second quarter, bringing its total to 29.1622 million shares, which accounts for 1.58% of the circulating shares [2] - The estimated floating profit from this investment is approximately 20.9968 million CNY [2] Group 3: Fund Manager Profile - The fund manager of Southern CSI 500 ETF (510500) is Luo Wenjie, who has a cumulative tenure of 12 years and 152 days [3] - The total asset size of the fund is 138.999 billion CNY, with the best fund return during his tenure being 146.27% and the worst being -47.6% [3]