Core Viewpoint - New Zhisoft's stock price has shown volatility, with a year-to-date increase of 16.97% but a recent decline over various trading periods, indicating potential market fluctuations and investor sentiment [1][2]. Company Overview - New Zhisoft, established on June 4, 1994, and listed on December 7, 2020, is located in Shanghai and provides IT solutions and services primarily to financial institutions and other industries [2]. - The company's revenue composition includes IT solutions (84.23%), innovative business (6.73%), IT product sales and value-added services (5.37%), software development subcontracting (3.57%), and other (0.10%) [2]. - New Zhisoft operates within the software development sector, focusing on vertical application software, and is associated with concepts such as cross-border payments, domestic software, RPA, digital currency, and integrated machine concepts [2]. Financial Performance - For the period from January to September 2025, New Zhisoft reported a revenue of 1.439 billion yuan, reflecting a year-on-year growth of 3.97%, while the net profit attributable to shareholders was 31.02 million yuan, a decrease of 3.04% year-on-year [2]. - The company has distributed a total of 98.88 million yuan in dividends since its A-share listing, with 29.71 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, New Zhisoft had 12,800 shareholders, an increase of 1.81% from the previous period, with an average of 20,527 circulating shares per shareholder, a decrease of 1.78% [2]. - Notable shareholders include Huabao Zhongzheng Financial Technology Theme ETF and Hong Kong Central Clearing Limited, both of which are new entrants among the top ten circulating shareholders [3].

Group 1 - Gao Weida's stock increased by 5.59%, reaching 22.46 CNY per share, with a trading volume of 225 million CNY and a turnover rate of 2.36%, resulting in a total market capitalization of 9.967 billion CNY [1] - Gao Weida Software Co., Ltd. is located in Chaoyang District, Beijing, and was established on April 11, 2003, with its listing date on May 28, 2015. The company primarily provides IT solutions, IT operation services, and system integration services to financial enterprises such as banks, insurance, and securities [1] - The main revenue composition of Gao Weida is 91.95% from software development and services, and 8.05% from system integration and services [1] Group 2 - Hua Bao Fund's Hua Bao Zhong Zheng Financial Technology Theme ETF (159851) is among the top ten circulating shareholders of Gao Weida, having increased its holdings by 2.5541 million shares in the third quarter, totaling 5.2092 million shares, which represents 1.17% of the circulating shares [2] - The estimated floating profit from this investment is approximately 6.1989 million CNY [2] - The Hua Bao Zhong Zheng Financial Technology Theme ETF was established on March 4, 2021, with a current scale of 12.319 billion CNY, yielding 17.44% this year, ranking 3055 out of 4216 in its category, and 2.49% over the past year, ranking 3540 out of 3937 [2] Group 3 - The fund managers of Hua Bao Zhong Zheng Financial Technology Theme ETF are Chen Jianhua and Cao Xucheng, with Chen having a cumulative tenure of 12 years and 329 days, managing assets totaling 27.702 billion CNY, achieving a best fund return of 176.75% during his tenure [3] - Cao Xucheng has a tenure of 175 days, managing assets of 35.182 billion CNY, with a best fund return of 88.17% during his tenure [3]

Group 1 - Gao Weida's stock price dropped by 5.04% to 21.31 CNY per share, with a trading volume of 495 million CNY and a turnover rate of 5.15%, resulting in a total market capitalization of 9.456 billion CNY [1] - Gao Weida Software Co., Ltd. is located in Beijing and was established on April 11, 2003, with its IPO on May 28, 2015. The company primarily provides IT solutions, IT operation services, and system integration services to financial enterprises such as banks, insurance, and securities [1] - The revenue composition of Gao Weida's main business includes 91.95% from software development and services, and 8.05% from system integration and services [1] Group 2 - Hua Bao Fund's ETF, Hua Bao Zhong Zheng Financial Technology Theme ETF (159851), increased its holdings by 2.5541 million shares in the third quarter, totaling 5.2092 million shares, which represents 1.17% of the circulating shares [2] - The estimated floating loss for Hua Bao Zhong Zheng Financial Technology Theme ETF today is approximately 5.8864 million CNY [2] - The fund was established on March 4, 2021, with a current size of 12.319 billion CNY, achieving a year-to-date return of 25.3% and a one-year return of 34.09% [2] Group 3 - The fund manager of Hua Bao Zhong Zheng Financial Technology Theme ETF is Chen Jianhua, who has a tenure of 12 years and 321 days, with a total fund asset size of 27.86 billion CNY and a best return of 173.98% during his tenure [3] - Co-manager Cao Xucheng has a tenure of 167 days, managing a fund asset size of 35.182 billion CNY, with a best return of 88.06% during his tenure [3]

Core Viewpoint - New Zhi Software, a leader in insurance IT solutions in China, has shown mixed financial performance with a notable increase in shareholder numbers and a focus on AI applications for future growth [1][5]. Group 1: Company Overview - New Zhi Software was established on June 4, 1994, and listed on the Shanghai Stock Exchange on December 7, 2020, with its headquarters in Shanghai [1]. - The company provides IT solutions and services to financial institutions such as insurance companies and banks, as well as software project subcontracting services [1]. - It operates in the computer software development sector, specifically in vertical application software, and is involved in concepts like AI Agent, digital currency, and nuclear power [1]. Group 2: Financial Performance - For Q3 2025, New Zhi Software reported revenue of 1.439 billion yuan, ranking 20th in its industry, with an industry average of 1.712 billion yuan [2]. - The net profit for the same period was 22.547 million yuan, placing the company 36th in its industry, with an industry average of 26.431 million yuan [2]. - The company's asset-liability ratio was 53.13%, higher than the industry average of 31.94%, indicating a higher debt level compared to peers [3]. - The gross profit margin was 26.67%, which, while an improvement from the previous year, remains below the industry average of 41.71% [3]. Group 3: Executive Compensation - The chairman, Guo Wei, received a salary of 1.2573 million yuan in 2024, an increase of 113,900 yuan from 2023 [4]. - The general manager, Zhang Xiaofeng, earned 984,400 yuan in 2024, up by 126,700 yuan from the previous year [4]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.81% to 12,800, while the average number of shares held per shareholder decreased by 1.78% to 20,500 [5]. - New shareholders include Hua Bao Zhong Zheng Financial Technology Theme ETF and Hong Kong Central Clearing Limited, while Yi Fang Da Supply-side Reform Mixed Fund exited the top ten shareholders list [5]. Group 5: Future Outlook - Analysts predict a rebound in revenue growth due to the increasing adoption of AI applications across various sectors, including finance and automotive [5]. - The company is expected to see improvements in net profit margins as all business lines enhance their gross profit margins [5]. - Forecasts for net profit from 2025 to 2027 are 85 million, 122 million, and 161 million yuan, respectively, with a target price of 25.85 yuan [5].

Core Viewpoint - New Zhi Software's stock increased by 6.04% to 21.95 CNY per share, with a trading volume of 161 million CNY and a market capitalization of 5.771 billion CNY as of October 31 [1] Company Overview - Shanghai New Zhi Software Co., Ltd. was established on June 4, 1994, and went public on December 7, 2020 [1] - The company provides IT solutions and IT operation services to financial institutions such as insurance companies and banks, as well as other industry end customers [1] - Revenue composition includes: IT solutions (84.23%), innovative business (6.73%), IT product sales and value-added services (5.37%), software development subcontracting (3.57%), and other (0.10%) [1] Fund Holdings - According to data, one fund under Bosera Fund holds a significant position in New Zhi Software [2] - Bosera New Strategy Mixed A (001522) reduced its holdings by 7,802 shares in the third quarter, maintaining 63,400 shares, which accounts for 2.59% of the fund's net value, ranking as the third-largest holding [2] - The fund has achieved an 8% return year-to-date, ranking 6,251 out of 8,154 in its category, and an 11.58% return over the past year, ranking 5,566 out of 8,046 [2] Fund Manager Performance - The fund manager Li Zhongyang has been in position for 2 years and 268 days, with a total asset scale of 1.106 billion CNY and a best return of 17.72% during his tenure [2] - The other fund manager, Luo Xiao, has been in position for 3 years and 33 days, managing assets totaling 18.779 billion CNY, with a best return of 30.54% during his tenure [2]

Group 1 - The core viewpoint of the news is that Gao Weida's stock has shown fluctuations in price and trading volume, with a notable increase in stock price year-to-date and a recent decline over the past 20 days [1][2] - As of October 31, Gao Weida's stock price was 21.14 yuan per share, with a market capitalization of 9.381 billion yuan and a trading volume of 135 million yuan [1] - The company has experienced a net outflow of main funds amounting to 1.8565 million yuan, with significant buying and selling activities from large orders [1] Group 2 - Gao Weida's revenue for the period from January to September 2025 was 730 million yuan, representing a year-on-year decrease of 4.36%, while the net profit attributable to shareholders was 21.3477 million yuan, down 11.21% year-on-year [2] - The company has not distributed any dividends in the past three years, with a total payout of 45.999 million yuan since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited and Hua Bao Zhong Zheng Financial Technology Theme ETF, with both increasing their holdings compared to the previous period [3]

Core Viewpoint - New Zhisoft's stock price has shown a significant increase of 30.51% year-to-date, despite recent fluctuations in trading performance [1][2]. Group 1: Stock Performance - On October 27, New Zhisoft's stock rose by 2.35%, reaching 20.92 CNY per share, with a trading volume of 1.03 billion CNY and a turnover rate of 1.90%, resulting in a total market capitalization of 5.5 billion CNY [1]. - Year-to-date, New Zhisoft's stock has increased by 30.51%, with a 2.25% rise over the last five trading days, a 6.06% decline over the last 20 days, and a 4.95% decline over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on March 6, where it recorded a net purchase of 57.74 million CNY [1]. Group 2: Company Overview - New Zhisoft, established on June 4, 1994, and listed on December 7, 2020, is located in Shanghai and provides IT solutions and services primarily to financial institutions and other industries [2]. - The company's revenue composition includes IT solutions (84.23%), innovative business (6.73%), IT product sales and value-added services (5.37%), software development subcontracting (3.57%), and other (0.10%) [2]. - New Zhisoft operates within the computer software development sector, focusing on vertical application software, and is associated with concepts such as AI Agent, digital currency, and domestic software [2]. Group 3: Financial Performance - For the first half of 2025, New Zhisoft reported a revenue of 897 million CNY, a year-on-year decrease of 3.40%, while the net profit attributable to shareholders was 30.35 million CNY, reflecting a year-on-year increase of 42.84% [2]. - Since its A-share listing, New Zhisoft has distributed a total of 98.88 million CNY in dividends, with 29.71 million CNY distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders decreased by 3.34% to 12,600, with an average of 20,899 circulating shares per shareholder, an increase of 3.45% [2][3].

Core Viewpoint - New Zhi Software's stock price has experienced fluctuations, with a year-to-date increase of 26.51% but a recent decline in the last five and twenty trading days, indicating potential volatility in the market [2]. Financial Performance - As of July 20, New Zhi Software reported a revenue of 897 million yuan for the first half of 2025, a year-on-year decrease of 3.40%, while the net profit attributable to shareholders was 30.35 million yuan, showing a significant year-on-year increase of 42.84% [3]. - The company has cumulatively distributed dividends amounting to 98.88 million yuan since its A-share listing, with 29.71 million yuan distributed over the past three years [4]. Stock Market Activity - On October 22, New Zhi Software's stock price fell by 2.03%, trading at 20.28 yuan per share, with a total market capitalization of 5.332 billion yuan [1]. - The stock has seen a net outflow of 3.23 million yuan in principal funds, with large orders accounting for 17.36% of total purchases and 24.00% of total sales [1]. Shareholder Information - As of July 20, the number of shareholders for New Zhi Software was 12,600, a decrease of 3.34% from the previous period, with an average of 20,899 circulating shares per shareholder, an increase of 3.45% [3]. - The top ten circulating shareholders include E Fund Supply-side Reform Mixed Fund, which holds 2.82 million shares, a decrease of 595,100 shares from the previous period [4]. Business Overview - New Zhi Software, established on June 4, 1994, and listed on December 7, 2020, primarily provides IT solutions and services to financial institutions and other industries, with 84.23% of its revenue coming from IT solutions [2]. - The company operates in the computer software development sector, focusing on vertical application software, and is associated with concepts such as AI Agent, digital currency, and domestic software [2].

Core Viewpoint - New Zhisoft's stock price has shown volatility, with a year-to-date increase of 42.55%, but recent trading indicates a mixed performance in the short term [2]. Group 1: Stock Performance - On September 17, New Zhisoft's stock price fell by 2.02% to 22.85 CNY per share, with a trading volume of 57.14 million CNY and a turnover rate of 0.94% [1]. - Year-to-date, New Zhisoft's stock has increased by 42.55%, with a 6.48% rise over the last five trading days, a 6.08% decline over the last 20 days, and a 7.83% increase over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, New Zhisoft reported revenue of 897 million CNY, a year-on-year decrease of 3.40%, while net profit attributable to shareholders was 30.35 million CNY, reflecting a year-on-year increase of 42.84% [3]. - Since its A-share listing, New Zhisoft has distributed a total of 98.88 million CNY in dividends, with 29.71 million CNY distributed over the past three years [4]. Group 3: Shareholder Information - As of July 20, New Zhisoft had 12,600 shareholders, a decrease of 3.34% from the previous period, with an average of 20,899 circulating shares per shareholder, an increase of 3.45% [3]. - As of June 30, 2025, the top ten circulating shareholders included E Fund Supply-side Reform Mixed Fund, which held 2.82 million shares, a decrease of 595,100 shares from the previous period [4]. Group 4: Business Overview - New Zhisoft, established on June 4, 1994, and listed on December 7, 2020, provides IT solutions and services primarily to financial institutions and other industries, with 84.23% of its revenue coming from IT solutions [2]. - The company operates in the computer software development sector, focusing on vertical application software, and is involved in various concept sectors including data rights confirmation and RPA [2].

Core Viewpoint - New Zhi Software's stock has shown significant volatility, with a year-to-date increase of 42.17%, but a recent decline over the past 20 days, indicating mixed investor sentiment and market performance [2]. Financial Performance - As of July 20, 2025, New Zhi Software reported a revenue of 897 million yuan for the first half of the year, a year-on-year decrease of 3.40%, while net profit attributable to shareholders was 30.35 million yuan, reflecting a growth of 42.84% [3]. - The company has cumulatively distributed dividends amounting to 98.88 million yuan since its A-share listing, with 29.71 million yuan distributed over the past three years [4]. Stock Market Activity - On September 16, 2025, New Zhi Software's stock price rose by 2.29% to 22.79 yuan per share, with a trading volume of 31.88 million yuan and a turnover rate of 0.54%, resulting in a total market capitalization of 5.991 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on March 6, where it recorded a net purchase of 57.74 million yuan [2]. Shareholder Information - As of July 20, 2025, the number of shareholders for New Zhi Software was 12,600, a decrease of 3.34% from the previous period, with an average of 20,899 circulating shares per shareholder, an increase of 3.45% [3]. - The top ten circulating shareholders include E Fund Supply-side Reform Mixed Fund, which holds 2.82 million shares, a decrease of 595,100 shares from the previous period [4]. Business Overview - New Zhi Software, established on June 4, 1994, and listed on December 7, 2020, primarily provides IT solutions and services to financial institutions and other industries, with its main revenue sources being IT solutions (84.23%), innovative business (6.73%), and IT product sales (5.37%) [2].