Core Insights - The stock price of ZTE Information increased by 2.00% on October 30, reaching 66.20 CNY per share, with a market capitalization of 8.02 billion CNY [1] - The company has seen a year-to-date stock price increase of 91.87%, with a recent 5-day increase of 5.08% and a 20-day decrease of 9.32% [1] Financial Performance - For the period from January to September 2025, ZTE Information reported a revenue of 263 million CNY, representing a year-on-year growth of 8.03%, and a net profit attributable to shareholders of 44.60 million CNY, which is a significant increase of 122.02% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 74.25 million CNY, with 35.75 million CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 8.61% to 8,970, while the average circulating shares per person decreased by 7.93% to 13,505 shares [2] - Notable institutional shareholders include FuGuo New Emerging Industries Stock A/B as the second-largest shareholder with 2.05 million shares, and DeBang Stable Growth Flexible Allocation Mixed A as a new shareholder with 902,200 shares [3] Business Overview - ZTE Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing equipment core firmware and cloud platform technology [1] - The company's revenue composition includes 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business, with IoT cloud services accounting for 22.80% [1] Industry Context - ZTE Information operates within the IT services sector, specifically under the subcategory of IT services III, and is associated with concepts such as Huawei Harmony, MCP concept, and AI Agent [2]

10月29日，卓易信息盘中下跌2.09%，截至11:00，报65.60元/股，成交1.16亿元，换手率1.43%，总市值 79.47亿元。 资金流向方面，主力资金净流出1193.49万元，特大单买入806.97万元，占比6.94%，卖出1515.16万元， 占比13.03%；大单买入1944.65万元，占比16.73%，卖出2429.95万元，占比20.90%。 卓易信息今年以来股价涨90.13%，近5个交易日涨4.93%，近20日跌11.11%，近60日涨15.19%。 资料显示，江苏卓易信息科技股份有限公司位于江苏省宜兴市新街街道兴业路298号，成立日期2008年5 月12日，上市日期2019年12月9日，公司主营业务涉及以自主知识产权的云计算设备核心固件(BIOS、 BMC)技术与云平台技术为依托开展业务。主营业务收入构成为：云计算设备核心固件业务35.09%，云 服务业务33.64%，PB业务27.98%，其中:物联网云服务22.80%，其中:政企云服务10.84%，其他(补 充)3.30%。 卓易信息所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：华为鸿蒙、MCP概念、华 为欧拉、 ...

Core Points - The stock price of ZTE Information has increased by 12.3% over the past seven days, currently trading at 67.00 CNY per share with a market capitalization of 8.117 billion CNY [1] - The company specializes in cloud computing technology, with its main revenue sources being core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] Company Overview - ZTE Information was established on May 12, 2008, and went public on December 9, 2019 [1] - The company is located in Yixing City, Jiangsu Province, and focuses on proprietary cloud computing device firmware and cloud platform technology [1] Fund Holdings - The Hongyi Yuanfang Consumption Upgrade Mixed A Fund holds 40,000 shares of ZTE Information, accounting for 4.91% of the fund's net value, making it the sixth-largest holding [2] - The fund has realized a floating profit of approximately 29.36 thousand CNY during the seven-day stock price increase [2] Fund Manager Information - The fund manager of Hongyi Yuanfang Consumption Upgrade Mixed A is Zhang Jin, who has a tenure of 19 years and 283 days [3] - The fund's total asset size is 11 million CNY, with a best return of 15.55% and a worst return of -7.38% during the manager's tenure [3]

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has experienced a decline of 5.12%, with a current price of 62.30 yuan per share and a total market capitalization of 7.547 billion yuan [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main business revenue derived from core firmware for cloud computing devices (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's revenue breakdown includes IoT cloud services (22.80%), government and enterprise cloud services (10.84%), and other services (3.30%) [1] Group 2 - Red Soil Innovation Fund has a significant holding in Zhuoyi Information, with its fund holding 51,900 shares, representing 3.37% of the fund's net value, ranking as the tenth largest holding [2] - The Red Soil Innovation Smart Manufacturing Mixed Fund A (013250) has a total scale of 721.455 million yuan and has achieved a year-to-date return of 62.79%, ranking 346 out of 8161 in its category [2] - The fund manager, Gai Junlong, has been in position for 11 years and has achieved a best fund return of 221.82% during his tenure [3]

Company Overview - ZTE Information Technology Co., Ltd. is located in Yixing City, Jiangsu Province, and was established on May 12, 2008. The company went public on December 9, 2019. Its main business involves cloud computing equipment core firmware (BIOS, BMC) technology and cloud platform technology [1] - The revenue composition of the company includes: 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business. Within cloud services, 22.80% comes from IoT cloud services, 10.84% from government and enterprise cloud services, and 3.30% from other services [1] Stock Performance - On September 24, ZTE Information's stock fell by 5.12%, trading at 70.02 CNY per share, with a transaction volume of 183 million CNY and a turnover rate of 2.11%. The total market capitalization is 8.482 billion CNY [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Great Wall Fund holds ZTE Information. The Great Wall Reform Dividend Mixed A Fund (001255) held 78,000 shares in the second quarter, accounting for 3.32% of the fund's net value, making it the eighth largest holding. The estimated floating loss today is approximately 294,900 CNY [2] - The Great Wall Reform Dividend Mixed A Fund was established on June 9, 2015, with a latest scale of 114 million CNY. Year-to-date returns are 17.58%, ranking 4626 out of 8173 in its category; the one-year return is 68.42%, ranking 1786 out of 7996; and since inception, the return is 2.01% [2] Fund Manager Information - The fund manager of the Great Wall Reform Dividend Mixed A Fund is Zhao Fengfei, who has been in the position for 7 years and 203 days. The total asset scale of the fund is 899 million CNY, with the best fund return during his tenure being 51.86% and the worst being -0.85% [3]

Core Viewpoint - The stock of ZTE Information fell by 5.19% on September 23, with a trading price of 75.08 CNY per share and a total market capitalization of 9.095 billion CNY [1] Company Overview - Jiangsu ZTE Information Technology Co., Ltd. was established on May 12, 2008, and went public on December 9, 2019. The company focuses on cloud computing equipment core firmware (BIOS, BMC) technology and cloud platform technology [1] - The revenue composition of the company includes: 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business. Within cloud services, 22.80% comes from IoT cloud services, 10.84% from government and enterprise cloud services, and 3.30% from other services [1] Fund Holdings - According to data, one fund under Debon Fund has a significant holding in ZTE Information. The Debon Stable Growth Flexible Allocation Mixed A Fund (004260) increased its holdings by 108,600 shares in the second quarter, bringing the total to 295,500 shares, which accounts for 8.85% of the fund's net value, making it the second-largest holding [2] - The Debon Stable Growth Flexible Allocation Mixed A Fund was established on March 10, 2017, with a latest scale of 23.4708 million CNY. Year-to-date, it has a return of 7.16%, ranking 6223 out of 8172 in its category, and a one-year return of 73.17%, ranking 1578 out of 7995 [2] Fund Manager Performance - The fund managers of Debon Stable Growth Flexible Allocation Mixed A Fund are Lei Tao and Lu Yang. Lei Tao has been in position for 3 years and 271 days, managing assets totaling 3.689 billion CNY, with the best return during his tenure being 260.39% and the worst being -31.92% [3] - Lu Yang has been in position for 1 year and 335 days, managing assets totaling 1.198 billion CNY, with the same best return of 260.39% and a worst return of 14.36% during his tenure [3]

Company Overview - ZTE Information Technology Co., Ltd. is located in Yixing City, Jiangsu Province, and was established on May 12, 2008. The company went public on December 9, 2019. Its main business involves cloud computing equipment core firmware (BIOS, BMC) technology and cloud platform technology [1] - The revenue composition of the company includes: 35.09% from core firmware business, 33.64% from cloud services, and 27.98% from PB business. Within cloud services, 22.80% comes from IoT cloud services, 10.84% from government and enterprise cloud services, and 3.30% from other services [1] Stock Performance - On September 22, ZTE Information's stock rose by 5.04%, reaching a price of 77.95 CNY per share, with a trading volume of 315 million CNY and a turnover rate of 3.45%. The total market capitalization is 9.443 billion CNY [1] Shareholder Information - Among the top ten circulating shareholders of ZTE Information, the Noan Fund's Noan Active Return Mixed A (001706) fund entered the list in the second quarter, holding 1.4608 million shares, which accounts for 1.21% of the circulating shares. The estimated floating profit today is approximately 5.4635 million CNY [2] - The Noan Active Return Mixed A fund was established on September 22, 2016, with a latest scale of 1.487 billion CNY. Year-to-date returns are 4.15%, ranking 6948 out of 8244 in its category; the one-year return is 41.66%, ranking 3945 out of 8066; and since inception, the return is 118.3% [2]

Group 1 - The core viewpoint of the news is that Zhuoyi Information's stock has increased by 5.09%, reaching a price of 72.48 CNY per share, with a total market capitalization of 8.78 billion CNY [1] - Zhuoyi Information, established on May 12, 2008, and listed on December 9, 2019, focuses on cloud computing technology, with its main business revenue derived from core firmware (35.09%), cloud services (33.64%), and PB business (27.98%) [1] - The company's revenue breakdown includes IoT cloud services (22.80%), government and enterprise cloud services (10.84%), and other services (3.30%) [1] Group 2 - Among Zhuoyi Information's top ten circulating shareholders, Huaxia Fund's Huaxia Industry Prosperity Mixed Fund (003567) entered the list in the second quarter, holding 1.31 million shares, which is 1.08% of the circulating shares [2] - The Huaxia Industry Prosperity Mixed Fund has achieved a year-to-date return of 43.83% and a one-year return of 92.97%, ranking 448 out of 7982 in its category [2] - The fund manager, Zhong Shuai, has a tenure of 5 years and 47 days, with the best fund return during this period being 158.06% [3]