Group 1: Market Performance - Yidian Tianxia saw a significant increase of 19.47% in stock price, with a total market value of 3.4 billion [1] - Zhongke Shitu and China Great Wall also experienced notable gains of 12.40% and 9.99% respectively, with market values of 883 million and 53.6 billion [1] - Tax Friend Co. and Torus both rose by approximately 9.91% and 9.53%, with market values of 3.17 billion and 2.11 billion respectively [1] Group 2: AI and Technology Developments - DeepSeek V4 is expected to be released around the Spring Festival, potentially surpassing OpenAI's GPT in programming capabilities [2] - Alibaba's Qwen 3.5 is anticipated to enhance multimodal understanding and coding abilities [2] - The first global large model stock, Zhipu, is set to be listed on the Hong Kong Stock Exchange on January 8 [2] Group 3: Industry Trends and Policies - The Ministry of Industry and Information Technology is encouraging AI and manufacturing transformation, which is expected to boost demand for domestic AI computing power [2] - The data center sector is identified as a core infrastructure for AI, with a growing demand for data center construction driven by computing power needs [2] - The domestic AIDC bidding is expected to recover, serving as an early indicator of the improvement in the domestic AI landscape [2] Group 4: Investment Opportunities - The Huabao Big Data ETF focuses on sectors such as data centers, cloud computing, and big data processing, with key holdings in leading companies like Inspur and China Great Wall [3] - The emphasis on "technology leading the way" suggests potential breakthroughs in new productivity directions [5] - The trend towards domestic substitution is accelerating, with promising prospects for technology self-reliance [5]

Core Viewpoint - New Point Software's stock price has shown a slight increase of 2.14% as of January 5, 2025, with a market capitalization of 8.162 billion yuan, indicating a mixed performance in recent trading periods [1]. Group 1: Stock Performance - As of January 5, 2025, New Point Software's stock price is 25.35 yuan per share, with a trading volume of 23.3366 million yuan and a turnover rate of 0.29% [1]. - Year-to-date, the stock has increased by 2.14%, with a 5-day increase of 1.08%, a 20-day decrease of 0.86%, and a 60-day decrease of 10.17% [1]. Group 2: Financial Performance - For the period from January to September 2025, New Point Software reported a revenue of 1.053 billion yuan, a year-on-year decrease of 16.32%, and a net profit attributable to shareholders of -107 million yuan, a significant decline of 667.73% [2]. - Cumulatively, since its A-share listing, New Point Software has distributed a total of 0.597 billion yuan in dividends, with 0.432 billion yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for New Point Software reached 10,100, an increase of 16.37% from the previous period, while the average circulating shares per person decreased by 14.07% to 32,673 shares [2]. - Among the top ten circulating shareholders, Zhonggeng Value Pioneer Stock (012930) holds 11.2587 million shares, a decrease of 393,600 shares compared to the previous period, while Zhonggeng Small Cap Value Stock (007130) holds 3.1992 million shares, down by 143,030 shares [3].

每经AI快讯，新点软件1月4日晚间发布公告称，截至2025年12月31日，公司通过集中竞价交易方式已 累计回购公司股份约122万股，占公司总股本约3.22亿股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额约为3200万元。 （记者 曾健辉） 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 ...

格隆汇1月4日丨新点软件(688232.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已累计 回购公司股份122.18万股，占公司总股本321,981,975股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额为人民币31,999,302.34元（不含印花税、交易佣金等交易费 用）。 ...

格隆汇1月4日丨新点软件(688232.SH)公布，截至2025年12月31日，公司通过集中竞价交易方式已累计 回购公司股份122.18万股，占公司总股本321,981,975股的比例为0.38%，回购成交的最高价为27.18元/ 股，最低价为24.21元/股，支付的资金总额为人民币31,999,302.34元（不含印花税、交易佣金等交易费 用）。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 证券代码：688232 证券简称：新点软件 公告编号：2026-001 国泰新点软件股份有限公司 关于股份回购进展公告 具体内容详见公司于 2025 年 9 月 25 日、2025 年 9 月 27 日披露在上海证券交 易所网站（www.sse.com.cn）的《新点软件关于以集中竞价交易方式回购股份的 预案》（公告编号：2025-039）、《新点软件关于以集中竞价交易方式回购股份的回 购报告书》（公告编号：2025-045）。 二、回购股份的进展情况 | 回购方案首次披露日 | 2025/9/25，由董事长提议 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 9 23 | 年 | 月 | 24 | 日~2026 | 年 | 9 | 月 | 日 | | 预计回购金额 | 3,000万元~5,000万元 | | | | ...

Core Viewpoint - The company has announced a delay in the completion date of its fundraising investment project, specifically the "New Point Software Central Research Institute Project Phase I," which is now set to be operational by June 2027 instead of the previously planned date [1][4]. Fundraising Overview - The company raised a total of RMB 4,000,425,000.00 through the issuance of 82,500,000 shares at a price of RMB 48.49 per share, with a net amount of RMB 3,827,268,179.49 after deducting issuance costs [1]. Project Delay Details - The delay in the project is attributed to unforeseen factors affecting construction progress, including delays in preliminary approval processes for foundational construction and renovations [6]. - The company emphasizes that the delay does not alter the investment content, purpose, total amount, or implementation entity of the project [8]. Measures to Ensure Project Completion - The company plans to implement strict management and supervision of the fundraising usage, including regular project evaluations and progress monitoring [7]. - A comprehensive risk assessment mechanism will be established to address any unexpected situations that may arise during the project [7]. Impact of the Delay - The delay is deemed a prudent decision based on the project's actual progress and is not expected to have a significant adverse effect on the company's normal operations or shareholder interests [8][10]. Approval Process for the Delay - The board of directors approved the delay during a meeting held on December 24, 2025, and the matter did not require shareholder approval [9].

Group 1 - The core point of the article is that New Point Software has announced a share buyback program, having repurchased 1.14 million shares, which represents 0.35% of its total share capital of approximately 322 million shares, with a total expenditure of about 29.98 million RMB [1] - The highest price for the repurchased shares was 27.18 RMB per share, while the lowest price was 24.21 RMB per share [1] - For the year 2024, the revenue composition of New Point Software is reported to be 99.55% from software-related activities and 0.45% from other businesses [1] Group 2 - As of the latest update, New Point Software has a market capitalization of 8.1 billion RMB [2]

格隆汇12月24日丨新点软件(688232.SH)公布，截至2025年12月23日，公司通过集中竞价交易方式已累 计回购公司股份114万股，占公司总股本的比例为0.35%，回购成交的最高价为27.18元/股，最低价为 24.21元/股，支付的资金总额为人民币2998.42万元（不含印花税、交易佣金等交易费用）。 ...

证券代码：688232 证券简称：新点软件 公告编号：2025-073 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将公司回购股份进展情况公告如下： 国泰新点软件股份有限公司 关于股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/9/25，由董事长提议 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 9 23 | 年 | 月 | 24 | 日~2026 | 年 | 9 | 月 日 | | 预计回购金额 | 3,000万元~5,000万元 | | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | | 累计已回购股数 ...