12月18日，汉得信息盘中下跌2.01%，截至13:51，报17.59元/股，成交8.06亿元，换手率4.64%，总市值 179.81亿元。 资料显示，上海汉得信息技术股份有限公司位于上海市青浦区汇联路33号，成立日期2002年7月15日， 上市日期2011年2月1日，公司主营业务涉及ERP软件实施、客户支持和软件外包业务。主营业务收入构 成为：产业数字化-C2M33.82%，泛ERP31.16%，财务数字化-GMC23.50%，IT外包-ITO11.19%，其他 业务0.32%。 汉得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：MCP概念、C2M概念、 SAAS、AIGC概念、云计算等。 截至12月10日，汉得信息股东户数12.30万，较上期减少3.91%；人均流通股7943股，较上期增加 4.28%。2025年1月-9月，汉得信息实现营业收入24.39亿元，同比增长3.67%；归母净利润1.45亿元，同 比增长6.96%。 分红方面，汉得信息A股上市后累计派现4.15亿元。近三年，累计派现1.25亿元。 机构持仓方面，截止2025年9月30日，汉得信息十大流通股东中，香港中央结算 ...

Core Viewpoint - Han's Information has shown significant stock performance with a year-to-date increase of 56.65%, indicating strong market interest and potential growth in the IT services sector [1][2]. Company Performance - As of November 28, Han's Information's stock price reached 19.35 CNY per share, with a market capitalization of 19.741 billion CNY [1]. - The company reported a revenue of 2.439 billion CNY for the period from January to September 2025, reflecting a year-on-year growth of 3.67%, and a net profit of 145 million CNY, up 6.96% year-on-year [2]. Stock Trading Activity - The stock experienced a net inflow of 33.16 million CNY from major funds, with significant buying activity noted [1]. - Han's Information has appeared on the trading leaderboard eight times this year, with the most recent instance showing a net buy of -517 million CNY on March 7 [1]. Shareholder Information - As of November 20, the number of shareholders decreased by 0.82% to 121,000, while the average number of shares held per shareholder increased by 0.83% to 8,058 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, increasing its holdings by 11.12 million shares [3]. Business Segmentation - The company's main business segments include: - Industry Digitalization - C2M: 33.82% - General ERP: 31.16% - Financial Digitalization - GMC: 23.50% - IT Outsourcing - ITO: 11.19% - Other: 0.32% [1]. Dividend Distribution - Han's Information has distributed a total of 415 million CNY in dividends since its A-share listing, with 125 million CNY distributed over the past three years [3].

Core Viewpoint - Han's Information has shown a significant stock price increase of 52.36% year-to-date, with a recent trading volume indicating active market participation [1][2]. Financial Performance - For the period from January to September 2025, Han's Information reported a revenue of 2.439 billion yuan, reflecting a year-on-year growth of 3.67%. The net profit attributable to shareholders was 145 million yuan, marking a 6.96% increase compared to the previous year [2]. - Cumulative cash dividends since the A-share listing amount to 415 million yuan, with 125 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 27, Han's Information's stock price was 18.82 yuan per share, with a market capitalization of 19.2 billion yuan. The stock experienced a trading volume of 708 million yuan and a turnover rate of 3.97% [1]. - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on March 7, where it recorded a net buy of -517 million yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Han's Information was 121,000, a decrease of 0.82% from the previous period. The average number of tradable shares per shareholder increased by 0.83% to 8,058 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.12 million shares, and Southern CSI 1000 ETF, which reduced its holdings by 95,600 shares [3]. Business Segments - Han's Information's main business segments include: - Industry Digitalization - C2M: 33.82% - General ERP: 31.16% - Financial Digitalization - GMC: 23.50% - IT Outsourcing - ITO: 11.19% - Other businesses: 0.32% [1]. Industry Classification - Han's Information is classified under the Shenwan industry as part of the Computer - IT Services II - IT Services III sector, with involvement in concepts such as MCP, SAAS, online education, virtual digital humans, and AIGC [2].

Core Viewpoint - Han's Information Technology Co., Ltd. has shown a significant increase in stock price, reflecting positive market sentiment and potential growth in its core business areas [1]. Group 1: Company Overview - Han's Information, established on July 15, 2002, and listed on February 1, 2011, is located in Qingpu District, Shanghai [1]. - The company specializes in ERP software implementation, customer support, and software outsourcing [1]. - Revenue breakdown: Industry Digitalization-C2M 33.82%, General ERP 31.16%, Financial Digitalization-GMC 23.50%, IT Outsourcing-ITO 11.19%, Other 0.32% [1]. Group 2: Fund Holdings - The Guoshou Anbao Fund has a significant position in Han's Information, with its Guoshou Anbao Chuang Selected 88 ETF (159804) being the fourth largest holding [2]. - In Q3, the fund reduced its holdings by 10,300 shares, maintaining 146,900 shares, which represents 2.02% of the fund's net value [2]. - The fund has achieved a year-to-date return of 19.06%, ranking 2237 out of 4208 in its category [2]. Group 3: Fund Manager Performance - The fund manager Li Kang has a tenure of 10 years and 253 days, with a total asset size of 7.889 billion [3]. - Li Kang's best fund return during his tenure is 37.61%, while the worst is -48.35% [3]. - Co-manager Su Tianxing has been in position for 4 years and 270 days, managing assets of 3.702 billion, with a best return of 24.96% and a worst return of -3.78% [3].

分红方面，汉得信息A股上市后累计派现4.15亿元。近三年，累计派现1.25亿元。 汉得信息今年以来股价涨35.20%，近5个交易日涨1.21%，近20日涨0.12%，近60日跌13.47%。 今年以来汉得信息已经8次登上龙虎榜，最近一次登上龙虎榜为3月7日，当日龙虎榜净买入-5.17亿元； 买入总计11.00亿元 ，占总成交额比8.82%；卖出总计16.17亿元 ，占总成交额比12.97%。 资料显示，上海汉得信息技术股份有限公司位于上海市青浦区汇联路33号，成立日期2002年7月15日， 上市日期2011年2月1日，公司主营业务涉及ERP软件实施、客户支持和软件外包业务。主营业务收入构 成为：产业数字化-C2M33.82%，泛ERP31.16%，财务数字化-GMC23.50%，IT外包-ITO11.19%，其他 业务0.32%。 汉得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：AIAgent（智能体）、 SAAS、ERP概念、在线教育、虚拟数字人等。 截至10月31日，汉得信息股东户数12.60万，较上期增加0.00%；人均流通股7738股，较上期增加 0.33%。2025年1月- ...

Core Viewpoint - Han's Information has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential growth in its business segments [1][2]. Group 1: Stock Performance - As of November 18, Han's Information's stock price rose by 2.09% to 17.58 CNY per share, with a trading volume of 5.18 billion CNY and a market capitalization of 179.35 billion CNY [1]. - The stock has increased by 42.33% year-to-date, with a 3.66% rise over the last five trading days and a 6.16% increase over the last 20 days, although it has decreased by 8.53% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Han's Information reported a revenue of 2.439 billion CNY, reflecting a year-on-year growth of 3.67%, and a net profit attributable to shareholders of 145 million CNY, which is a 6.96% increase compared to the previous year [2]. - The company has distributed a total of 415 million CNY in dividends since its A-share listing, with 125 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, Han's Information had 126,000 shareholders, with an average of 7,738 shares held per shareholder, showing a slight increase of 0.33% [2]. - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 16.526 million shares, which increased by 11.117 million shares compared to the previous period [3].

Core Insights - Han's Information experienced a 4.36% increase in stock price on November 17, with a trading volume of 933 million yuan [1] - The company reported a net financing purchase of 23.04 million yuan on the same day, with a total financing and securities balance of 1.141 billion yuan [1] - The company achieved a revenue of 2.439 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 3.67% [2] Financing and Trading Activity - On November 17, Han's Information had a financing buy of 114 million yuan, with a current financing balance of 1.139 billion yuan, representing 6.48% of its market capitalization [1] - The financing balance is below the 30th percentile level over the past year, indicating a low level of financing activity [1] - The company had a securities lending activity with 300 shares repaid and 8,100 shares sold, totaling 139,500 yuan in sales [1] Shareholder and Institutional Holdings - As of October 31, the number of shareholders for Han's Information stood at 126,000, with an average of 7,738 shares per shareholder [2] - The company has distributed a total of 415 million yuan in dividends since its A-share listing, with 125 million yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third largest, increasing its holdings by 11.12 million shares [3]

Core Viewpoint - Han's Information experienced a decline in stock price, with a year-to-date increase of 37.55% but a recent drop of 7.01% over the last five trading days [1] Financial Performance - For the period from January to September 2025, Han's Information achieved a revenue of 2.439 billion yuan, representing a year-on-year growth of 3.67%, and a net profit attributable to shareholders of 145 million yuan, up 6.96% year-on-year [2] - The company has distributed a total of 415 million yuan in dividends since its A-share listing, with 125 million yuan distributed over the last three years [3] Stock Market Activity - As of November 11, Han's Information's stock price was 16.99 yuan per share, with a market capitalization of 17.333 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on March 7, where it recorded a net buy of -517 million yuan [1] Shareholder Information - As of October 31, the number of shareholders for Han's Information was 126,000, with an average of 7,738 shares held per person, reflecting a slight increase of 0.33% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.1169 million shares, and Southern CSI 1000 ETF, which decreased its holdings by 95,600 shares [3] Business Segments - The main business revenue composition of Han's Information includes: Industry Digitalization-C2M (33.82%), General ERP (31.16%), Financial Digitalization-GMC (23.50%), IT Outsourcing-ITO (11.19%), and Other Businesses (0.32%) [1] Industry Classification - Han's Information is classified under the Shenwan industry as Computer-IT Services II-IT Services III, and is associated with concepts such as AI Agent, ERP, Online Education, SAAS, and AIGC [2]

Core Insights - Han's Information experienced a decline of 1.81% on November 5, with a trading volume of 718 million yuan [1] - The company reported a net financing outflow of 3.71 million yuan on the same day, with a total financing balance of 11.85 billion yuan [1] - For the period from January to September 2025, Han's Information achieved a revenue of 2.439 billion yuan, reflecting a year-on-year growth of 3.67% [2] Financing and Trading Activity - On November 5, Han's Information had a financing buy-in of 84.96 million yuan, with a current financing balance of 11.82 billion yuan, representing 6.46% of its market capitalization [1] - The financing balance is below the 40th percentile level over the past year, indicating a relatively low position [1] - The company also saw a short-selling activity with 17,900 shares repaid and 2,300 shares sold, resulting in a short-selling balance of 216.54 million yuan, which is below the 50th percentile level over the past year [1] Shareholder and Dividend Information - As of October 10, the number of shareholders for Han's Information was 130,000, a decrease of 0.40% from the previous period [2] - The company has distributed a total of 415 million yuan in dividends since its A-share listing, with 125 million yuan distributed in the last three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited increased its holdings by 11.12 million shares, while Southern CSI 1000 ETF reduced its holdings by 95,600 shares [3]

Core Viewpoint - Han's Information experienced a stock price decline of 2.03% on November 5, with a current price of 17.90 CNY per share and a total market capitalization of 18.262 billion CNY [1] Financial Performance - For the period from January to September 2025, Han's Information achieved operating revenue of 2.439 billion CNY, representing a year-on-year growth of 3.67%, and a net profit attributable to shareholders of 145 million CNY, up 6.96% year-on-year [2] Stock Market Activity - The stock has seen a price increase of 44.92% year-to-date, with a recent 5-day increase of 2.64%, but a decline of 4.79% over the last 20 days and 10.37% over the last 60 days [1] - Han's Information has appeared on the "Dragon and Tiger List" 8 times this year, with the most recent appearance on March 7, where it recorded a net buy of -517 million CNY [1] Shareholder Information - As of October 10, 2025, the number of shareholders for Han's Information is 130,000, a decrease of 0.40% from the previous period, with an average of 7,476 circulating shares per person, an increase of 0.40% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.1169 million shares, and Southern CSI 1000 ETF, which decreased its holdings by 95,600 shares [3] Business Segments - The company's main business segments include: Industry Digitalization-C2M (33.82%), General ERP (31.16%), Financial Digitalization-GMC (23.50%), IT Outsourcing-ITO (11.19%), and Other Businesses (0.32%) [1] Dividend Distribution - Han's Information has distributed a total of 415 million CNY in dividends since its A-share listing, with 125 million CNY distributed over the last three years [3] Industry Classification - Han's Information is classified under the Shenwan industry as Computer-IT Services II-IT Services III, and is associated with concepts such as AI Agent, ERP, AIGC, Online Education, and SAAS [2]