汉得信息成立于 2002 年 7 月 15 日，于 2011 年 2 月 1 日在深圳证券交易所上市，注册地址和办公地址均 为上海市。它是企业数字化综合供应商，面向大型企业提供数字化软件等服务，累计服务超 7000 家行业 头部企业。 汉得信息主营业务包括 ERP 软件实施、客户支持和软件外包业务，所属申万行业为计算机 - IT 服务Ⅱ - IT 服务Ⅲ，所属概念板块有 AIAgent（智能体）、AIGC 概念、ERP 概念、核聚变、超导概念、核电。 经营业绩：营收行业 22/131，净利润行业 19/131 2025 年三季度，汉得信息实现营业收入 24.39 亿元，行业排名 22/131，低于行业第一名神州数码1023.65 亿元、第二名紫光股份773.22 亿元，也低于行业平均数 28.33 亿元，但高于行业中位数 4.73 亿元。当期净 利润为 1.49 亿元，行业排名 19/131，低于第一名紫光股份 17.23 亿元、第二名宝信软件11.33 亿元，高于 行业平均数 2596.07 万元和行业中位数 583.1 万元。 资产负债率低于同业平均，毛利率高于同业平均 偿债能力方面，2025 年三季度汉 ...

Group 1 - The core point of the news is that Han's Information has seen a stock price increase of 1.51% to 17.45 CNY per share, with a total market capitalization of 17.747 billion CNY, and a cumulative increase of 6.08% over the last three days [1] - 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%), and Other Businesses (0.32%) [1] - The trading volume for Han's Information reached 9.56 billion CNY with a turnover rate of 5.59% [1] Group 2 - According to data, Debon Fund holds a significant position in Han's Information through its fund Debon Stable Growth Flexible Allocation Mixed A (004260), which has maintained 590,400 shares, accounting for 6.29% of the fund's net value [2] - The fund has generated a floating profit of approximately 153,500 CNY today and 590,400 CNY during the three-day increase [2] - The fund's performance this year is 0.57%, ranking 7958 out of 8155 in its category, while it has achieved a 13.43% return over the past year, ranking 5153 out of 8029 [2] Group 3 - The fund managers of Debon Stable Growth Flexible Allocation Mixed A are Lei Tao and Lu Yang, with Lei Tao having a tenure of 3 years and 306 days and Lu Yang having a tenure of 2 years and 5 days [3] - Lei Tao's fund has a total asset scale of 13.49 billion CNY, with the best return during his tenure being 275.21% and the worst being -35.36% [3] - Lu Yang's fund has a total asset scale of 10.935 billion CNY, with the same best return of 275.21% and a worst return of 8.59% during his tenure [3]

Core Insights - Han's Information reported a revenue of 2.439 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 3.67% [1] - The net profit attributable to shareholders was 145 million yuan, up 6.96% year-on-year, while the non-recurring net profit was 136 million yuan, reflecting a 19.22% increase [1] - The basic earnings per share stood at 0.15 yuan, with a weighted average return on equity of 2.75% [1] Financial Performance - The gross profit margin for the first three quarters was 34.92%, an increase of 2.13 percentage points year-on-year, while the net profit margin was 6.13%, up 0.14 percentage points from the previous year [1] - In Q3 2025, the gross profit margin was 35.02%, showing a year-on-year increase of 1.59 percentage points but a quarter-on-quarter decrease of 0.92 percentage points; the net profit margin was 7.17%, up 0.50 percentage points year-on-year and 0.97 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the period were 662 million yuan, an increase of 56.7 million yuan year-on-year, with an expense ratio of 27.16%, up 1.41 percentage points from the previous year [2] - Sales expenses increased by 7.39%, management expenses rose by 29.90%, while R&D expenses decreased by 9.56% and financial expenses dropped by 47.02% year-on-year [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 130,500, a decrease of 17,500 from the end of the first half of the year, representing an 11.84% decline [2] - The average market value per shareholder increased from 117,500 yuan at the end of the first half to 146,500 yuan, marking a growth of 24.71% [2] Business Overview - Han's Information, established on July 15, 2002, and listed on February 1, 2011, is based in Qingpu District, Shanghai, and specializes in ERP software implementation, customer support, and software outsourcing [2] - The revenue composition 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% [2] - The company belongs to the Shenwan industry classification of Computer-IT Services II-IT Services III and is associated with concepts such as AI Agent, ERP, AIGC, Online Education, and Virtual Digital Humans [2]

10月15日，汉得信息涨0.70%，成交额4.84亿元。两融数据显示，当日汉得信息获融资买入额6073.60万 元，融资偿还5606.85万元，融资净买入466.75万元。截至10月15日，汉得信息融资融券余额合计11.90 亿元。 机构持仓方面，截止2025年6月30日，汉得信息十大流通股东中，南方中证1000ETF（512100）位居第 三大流通股东，持股910.52万股，相比上期增加173.19万股。香港中央结算有限公司位居第五大流通股 东，持股540.92万股，相比上期减少351.45万股。华夏中证1000ETF（159845）位居第六大流通股东， 持股536.00万股，相比上期增加127.28万股。华安中小盘成长混合（040007）位居第七大流通股东，持 股523.96万股，为新进股东。广发中证1000ETF（560010）位居第八大流通股东，持股430.28万股，相 比上期增加93.23万股。国融融盛龙头严选混合A（006718）退出十大流通股东之列。 融资方面，汉得信息当日融资买入6073.60万元。当前融资余额11.88亿元，占流通市值的6.74%，融资 余额低于近一年40%分位水平，处于较低 ...

10月10日，汉得信息跌5.02%，截至发稿，报18.37元/股，成交8.52亿元，换手率4.68%，总市值186.82 亿元。 国融融盛龙头严选混合A（006718）基金经理为周德生。 截至发稿，周德生累计任职时间5年215天，现任基金资产总规模12.26亿元，任职期间最佳基金回报 72.06%， 任职期间最差基金回报-37.79%。 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。 责任编辑：小浪快报 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%。 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓汉得信息。国融融盛龙头严选混合A（006718）二季度减持54.43 万股 ...

Group 1 - Han's Information saw a stock price increase of 3.92% on September 30, with a trading volume of 1.33 billion yuan [1] - The company had a net financing buy of -47.49 million yuan on the same day, with a total financing and securities balance of 1.16 billion yuan [1] - The financing balance of Han's Information is 1.16 billion yuan, accounting for 6.06% of its circulating market value, which is below the 40th percentile level over the past year, indicating a low financing level [1] Group 2 - As of September 10, the number of shareholders of Han's Information was 130,000, a decrease of 1.52% from the previous period [2] - The company achieved an operating income of 1.575 billion yuan in the first half of 2025, representing a year-on-year growth of 3.54% [2] - The net profit attributable to the parent company was 85.01 million yuan, with a year-on-year increase of 1.90% [2] Group 3 - Han's Information 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] - As of June 30, 2025, the top ten circulating shareholders included Southern CSI 1000 ETF, which increased its holdings by 1.73 million shares to 9.11 million shares [3] - Hong Kong Central Clearing Limited, ranked fifth among the top ten shareholders, reduced its holdings by 3.51 million shares to 5.41 million shares [3]

Company Overview - Han's Information Technology Co., Ltd. is located in Qingpu District, Shanghai, established on July 15, 2002, and listed on February 1, 2011. The company specializes in ERP software implementation, customer support, and software outsourcing services [1][2]. Financial Performance - For the first half of 2025, Han's Information achieved operating revenue of 1.575 billion yuan, representing a year-on-year growth of 3.54%. The net profit attributable to shareholders was 85.007 million yuan, an increase of 1.90% 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 past three years [3]. Stock Performance - As of September 24, Han's Information's stock price increased by 2.28% to 17.98 yuan per share, with a trading volume of 321 million yuan and a turnover rate of 1.86%, resulting in a total market capitalization of 18.286 billion yuan [1]. - Year-to-date, the stock price has risen by 45.56%, but it has seen a decline of 2.86% over the last five trading days and 9.19% over the last 20 days [1]. Shareholder Structure - As of September 10, the number of shareholders for Han's Information was 130,000, a decrease of 1.52% from the previous period. The average number of circulating shares per person increased by 1.54% to 7,493 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which holds 9.1052 million shares, an increase of 1.7319 million shares from the previous period [3].

Company Overview - Han's Information Technology Co., Ltd. is located in Qingpu District, Shanghai, established on July 15, 2002, and listed on February 1, 2011. The company specializes in ERP software implementation, customer support, and software outsourcing services [1][2] - The main business revenue composition 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] Financial Performance - For the first half of 2025, Han's Information achieved operating revenue of 1.575 billion yuan, a year-on-year increase of 3.54%, and a net profit attributable to shareholders of 85.0067 million yuan, up 1.90% year-on-year [2] - Since its A-share listing, the company has distributed a total of 415 million yuan in dividends, with 125 million yuan distributed in the last three years [3] Stock Market Activity - On September 16, Han's Information's stock price increased by 2.04%, reaching 18.03 yuan per share, with a trading volume of 327 million yuan and a turnover rate of 1.88%, resulting in a total market capitalization of 18.235 billion yuan [1] - Year-to-date, the stock price has risen by 45.97%, with a 4.04% increase over the last five trading days, a 7.68% decrease over the last 20 days, and a 10.41% increase over the last 60 days [1] - The company 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 June 30, 2025, Han's Information had 132,000 shareholders, a decrease of 2.22% from the previous period, with an average of 7,379 circulating shares per person, an increase of 2.27% [2][3] - Notable shareholders include Southern CSI 1000 ETF, holding 9.1052 million shares (an increase of 1.7319 million shares), and Hong Kong Central Clearing Limited, holding 5.4092 million shares (a decrease of 3.5145 million shares) [3]

9月11日，汉得信息涨5.89%，截至发稿，报18.34元/股，成交5.66亿元，换手率3.17%，总市值185.49亿 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：泛ERP32.98%，产业数字化-C2M31.65%，财务数字化-GMC23.18%，IT外包-ITO11.75%，其他 业务0.44%。 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。 责任编辑：小浪快报 国寿安保创精选88ETF（159804）成立日期2020年3月4日，最新规模1.3亿。今年以来收益21.69%，同 类排名2024/4222；近一年收益66.12%，同类排名1203/3798；成立以来收益37.88%。 国寿安保创精选88ETF（159804）基金经理为李康、苏天醒。 截至发稿，李康累计任职时间10年179天，现任基金资产 ...

Company Overview - Han's Information Technology Co., Ltd. is located in Qingpu District, Shanghai, established on July 15, 2002, and listed on February 1, 2011. The company specializes in ERP software implementation, customer support, and software outsourcing services [1][2]. Financial Performance - For the first half of 2025, Han's Information achieved operating revenue of 1.575 billion yuan, representing a year-on-year growth of 3.54%. The net profit attributable to shareholders was 85.01 million yuan, an increase of 1.90% 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 past three years [3]. Stock Performance - As of September 4, Han's Information's stock price was 17.32 yuan per share, with a market capitalization of 17.517 billion yuan. The stock has increased by 40.22% year-to-date but has seen a decline of 14.76% over the past five trading days [1]. - The stock has appeared on the "龙虎榜" (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 August 29, the number of shareholders for Han's Information was 132,000, a decrease of 2.22% from the previous period. The average number of circulating shares per person increased by 2.27% to 7,379 shares [2]. - Among the top ten circulating shareholders, notable changes include an increase in holdings by Southern CSI 1000 ETF and a decrease by Hong Kong Central Clearing Limited [3]. Business Segments - The main revenue sources for Han's Information are as follows: General ERP (32.98%), Industry Digitalization-C2M (31.65%), Financial Digitalization-GMC (23.18%), IT Outsourcing-ITO (11.75%), and Other Businesses (0.44%) [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 concepts including SAAS, ERP, AI Agent, Tax Informationization, and MCP [2].