（来源：淘金ETF） 1. 中科曙光（603019） 位于北京市，由中科院计算所孵化，是国内高性能计算、云计算与大数据领域的龙头企业，主营业务涵 盖高端计算机、存储设备、云计算平台及人工智能解决方案等核心板块，在算力基础设施领域拥有全栈 式自主技术体系。在量子科技领域，公司与中科院等顶尖科研机构深度合作，重点研发量子计算配套的 软硬件支撑技术，打造量子模拟系统、量子测控核心平台，还推出了适配量子计算的专用算力基础设 施，实现传统超算与量子计算的算力融合。未来，依托国家算力网络建设与量子科技产业化政策，或将 持续加码量子算力底层技术研发，有望成为量子计算产业化的核心算力支撑服务商，同时还借助算力一 体化布局，抢占量子+云计算融合应用的市场先机。 2. 科大讯飞（002230） 位于江苏省苏州市，是全球光通信与能源互联领域的龙头企业，拥有光棒-光纤-光缆-光器件-系统解决 方案的全产业链布局，核心业务涵盖光通信网络、海洋通信、智能电网等，光通信产品全球市占率位居 前列。在量子科技领域，公司是国内量子通信产业链的核心参与者，深耕量子保密通信领域，研发量子 密钥分发（QKD）配套设备，其量子光缆市占率超40%，还首创 ...

同壁财经讯，企查查数据显示，根据《通用网银盾和共享盾采购项目中标公告》，恒宝股份（维权）有 限公司于2026年2月9日公告中标中国建设银行股份有限公司采购项目，中标金额为9100.59万元。 相关上市公司：恒宝股份(002104.SZ) 同壁财经小贴士： 同壁财经讯，企查查数据显示，根据《通用网银盾和共享盾采购项目中标公告》，恒宝股份（维权）有 限公司于2026年2月9日公告中标中国建设银行股份有限公司采购项目，中标金额为9100.59万元。 相关上市公司：恒宝股份(002104.SZ) 同壁财经小贴士： 恒宝股份（002104.SZ）2024年营业收入为9.03亿元，营业收入增长率为-28.47%，归属母公司净利润为 0.95亿元，归属母公司净利润增长率为-39.70%，净资产收益率为4.43%。 2025年上半年公司营业收入为4.30亿元，营业收入增长率为-8.64%，归属母公司净利润为0.35亿元，归 属母公司净利润增长率为-44.41%。 目前公司属于信息技术行业，主要产品类型为集成电路、塑料包装制品、印刷品及印刷器材、智能商用 设备，2024年报主营构成为卡类:80.33%;模块类:18.43%;票 ...

Group 1 - Company Hengbao Co., Ltd. (002104.SZ) won a procurement project from China Construction Bank Fujian Branch with a bid amount of 1.4217 million yuan [1] - In 2024, the company's operating revenue was 903 million yuan, reflecting a decrease of 28.47% year-on-year, while the net profit attributable to the parent company was 95 million yuan, down 39.70% [2][3] - For the first half of 2025, the company's operating revenue was 430 million yuan, showing a decline of 8.64%, and the net profit attributable to the parent company was 35 million yuan, a decrease of 44.41% [2][3] Group 2 - Hengbao Co., Ltd. operates in the information technology industry, with main product types including integrated circuits, plastic packaging products, printed materials and printing equipment, and smart commercial equipment [2][3] - The main business composition for 2024 was as follows: cards 80.33%, modules 18.43%, tickets 0.68%, and other businesses 0.56% [2][3]

Group 1 - Hengbao Co., Ltd. experienced a decline of 5.03% on January 13, with a stock price of 19.27 CNY per share and a trading volume of 1.068 billion CNY, resulting in a turnover rate of 9.06% and a total market capitalization of 13.65 billion CNY [1] - The company, established on September 24, 1996, and listed on January 10, 2007, specializes in the research, production, and sales of card products such as magnetic stripe cards and password cards, along with their related operating systems (COS) and ticket products [1] - The revenue composition of Hengbao Co., Ltd. is as follows: card products account for 78.19%, module products for 21.27%, ticket products for 0.31%, and other (supplementary) for 0.24% [1] Group 2 - Among the top ten circulating shareholders of Hengbao Co., Ltd., one fund from GF Fund Management, the GF Value Advantage Mixed Fund (008297), entered the top ten in the third quarter, holding 2.4966 million shares, which represents 0.42% of the circulating shares [2] - The GF Value Advantage Mixed Fund, established on March 2, 2020, has a current size of 1.483 billion CNY, with a year-to-date return of 7.97%, ranking 1604 out of 8836 in its category; it has a one-year loss of 2.95%, ranking 8065 out of 8091, and a cumulative return of 32.81% since inception [2] Group 3 - The fund manager of GF Value Advantage Mixed Fund is Wang Mingxu, who has been in the position for 7 years and 91 days, managing total assets of 8.26 billion CNY, with the best fund return during his tenure being 128.45% and the worst being -19.6% [3]

Core Viewpoint - Hengbao Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit year-on-year, indicating potential challenges in its business operations and market conditions [1][2]. Financial Performance - As of September 30, 2025, Hengbao Co., Ltd. reported a revenue of 614 million yuan, a year-on-year decrease of 9.99% [2]. - The net profit attributable to shareholders was 37.30 million yuan, reflecting a significant year-on-year decline of 59.19% [2]. - The company's stock price has decreased by 8.47% since the beginning of the year and has also dropped by 8.47% over the last five trading days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 230,500, a decrease of 1.62% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.65% to 2,602 shares [2]. Dividend Distribution - Hengbao Co., Ltd. has cumulatively distributed 714 million yuan in dividends since its A-share listing, with 14.9 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the second-largest circulating shareholder is Huabao Zhongzheng Financial Technology Theme ETF, holding 9.22 million shares, an increase of 4.54 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the third-largest shareholder with 4.68 million shares, up by 173,650 shares [3]. - New shareholders include Guangfa Value Advantage Mixed Fund and Bosera Financial Technology ETF, holding 2.50 million and 1.91 million shares, respectively [3].

Market Overview - The Shanghai Composite Index rose by 0.05% on January 7, with 17 out of the 28 sectors experiencing gains. The top-performing sectors were the comprehensive and coal industries, with increases of 3.86% and 2.47% respectively. The communication sector also saw a rise of 1.24% [1] - In terms of capital flow, the main funds in the two markets experienced a net outflow of 54.336 billion yuan. Only four sectors saw net inflows, with the communication sector leading at 4.752 billion yuan, followed by the coal sector with a net inflow of 1.870 billion yuan [1] Communication Sector Performance - The communication sector increased by 1.24%, with a total net inflow of 4.752 billion yuan. Out of 124 stocks in this sector, 62 stocks rose, including 7 that hit the daily limit, while 62 stocks declined [2] - Among the stocks with net inflows, 57 stocks saw positive capital flow, with 17 stocks receiving over 100 million yuan. The top stock for net inflow was Tongyu Communication, which attracted 1.313 billion yuan, followed by Xinyi Sheng and Yongding Co., with net inflows of 613 million yuan and 554 million yuan respectively [2] - The communication sector also had stocks with significant net outflows, with 6 stocks experiencing outflows exceeding 100 million yuan. The stocks with the highest outflows included ZTE Corporation, Hengbao Co., and Sanwei Communication, with outflows of 434.5 million yuan, 270.8 million yuan, and 243.4 million yuan respectively [3] Capital Flow in Communication Sector - The top stocks in the communication sector by net inflow included: - Tongyu Communication: +10.01%, 32.34% turnover, 1.314 billion yuan inflow - Xinyi Sheng: +0.66%, 3.43% turnover, 613 million yuan inflow - Yongding Co.: +4.24%, 17.54% turnover, 554 million yuan inflow [2] - The stocks with the highest net outflows included: - ZTE Corporation: -0.89%, 3.30% turnover, -434.5 million yuan outflow - Hengbao Co.: -6.08%, 17.26% turnover, -270.8 million yuan outflow - Sanwei Communication: -2.60%, 16.96% turnover, -243.4 million yuan outflow [3]

Core Viewpoint - The controlling shareholder and actual controller of Hengbao Co., Ltd. (002104.SZ), Qian Jing, plans to reduce his shareholding by up to 21,250,174 shares, representing no more than 3% of the company's total share capital, through centralized bidding and block trading over a three-month period from January 28, 2026, to April 27, 2026 [1][2]. Group 1: Shareholding Reduction Details - Qian Jing's planned reduction includes a maximum of 7,083,391 shares (1% of total share capital) through centralized bidding and 14,166,783 shares (2% of total share capital) through block trading within any consecutive 90-day period [1]. - The total cash amount from the planned reduction is approximately 440,728,608.76 yuan, based on the last trading day's closing price of 20.74 yuan per share [2]. Group 2: Current Shareholding Status - As of the announcement date, Qian Jing holds 134,214,678 shares, accounting for 18.95% of the total share capital of 708,339,154 shares as of December 31, 2025 [2]. - Qian Jing initially held 144 million shares, which was 20.33% of the total share capital, and has cumulatively reduced his holdings by 9,710,400 shares since April 3, 2025, realizing approximately 101 million yuan [2]. Group 3: Impact on Company Governance - The share reduction is characterized as a normal behavior of the shareholder and is not expected to have a significant adverse impact on the company's governance, equity structure, or future operations, nor will it lead to a change in the control of the listed company [2].

Group 1 - The core point of the article is that Hengbao Co., Ltd. (002104.SZ) experienced a decline of 6.27%, closing at 19.44 yuan, with a total market capitalization of 13.77 billion yuan [1] - The controlling shareholder and actual controller, Qian Jing, holds 134 million shares, accounting for 18.95% of the company [1] - Qian Jing plans to reduce his holdings by up to 21.25 million shares, not exceeding 3% of the total share capital, between January 28, 2026, and April 27, 2026 [1] Group 2 - The planned reduction includes a maximum of 7.08 million shares through centralized bidding, representing 1% of the total shares, and up to 14.17 million shares through block trading, representing 2% [1] - As of January 6, the closing price of Hengbao shares was 20.74 yuan, giving a total market capitalization of 14.24 billion yuan [1] - If calculated at the closing stock price, Qian Jing could potentially cash out approximately 440 million yuan from this round of share reduction [1]

Core Viewpoint - The controlling shareholder and actual controller of Hengbao Co., Ltd., Qian Jing, plans to reduce his stake in the company by up to 21.25 million shares, representing 3% of the total share capital, due to personal investment and financial arrangement needs [1][3]. Group 1: Shareholding and Reduction Plan - Qian Jing intends to reduce his holdings through centralized bidding and block trading, with a maximum of 7.08 million shares (1% of total share capital) through centralized bidding and 14.17 million shares (2% of total share capital) through block trading [1]. - As of January 6, Qian Jing holds 134 million shares, accounting for 18.95% of the total share capital, down from an initial holding of 144 million shares (20.33%) [3]. Group 2: Financial Performance - For the first three quarters of 2025, Hengbao Co., Ltd. reported a revenue of 614 million yuan, a year-on-year decrease of 10.0%, and a net profit attributable to shareholders of 37.3 million yuan, down 59.2% [4]. - In the third quarter of 2025, the company’s revenue was 184 million yuan, a decline of 13.0%, with a net profit of 194 thousand yuan, down 93.0% [5]. Group 3: Company Overview and Management - Hengbao Co., Ltd. specializes in providing comprehensive solutions including security equipment, payment security, identity and privacy protection, mobile payment solutions, cloud authentication access services, smart device remote management, digital services, data security, and blockchain technology [4]. - Qian Jing's annual salary is reported to be only 56,000 yuan, while the total compensation for seven directors and senior management is 4.03 million yuan, averaging 731,000 yuan [3].

Core Viewpoint - The controlling shareholder and actual controller of Hengbao Co., Ltd., Mr. Qian Jing, plans to reduce his shareholding by up to 21,250,174 shares, representing no more than 3% of the company's total share capital, within a specified period due to personal investment and financial arrangements [1][2]. Group 1: Shareholder Information - Shareholder Name: Mr. Qian Jing [1] - Shareholding Quantity and Proportion: As of the announcement date, Mr. Qian holds 134,214,678 shares, accounting for 18.95% of the total share capital of the company, which is 708,339,154 shares as of December 31, 2025 [1]. Group 2: Reduction Plan Details - Reduction Reason: Personal investment and financial arrangements [1]. - Share Source: Shares held prior to the initial public offering and shares obtained through capital reserve conversion [1]. - Reduction Methods: Concentrated bidding and block trading [1]. - Reduction Period: From January 28, 2026, to April 27, 2026 [1]. - Proposed Reduction Quantity and Proportion: Up to 21,250,174 shares, not exceeding 3% of the total share capital; with a maximum of 7,083,391 shares (1%) through concentrated bidding and 14,166,783 shares (2%) through block trading within any consecutive 90-day period [1]. Group 3: Compliance and Commitments - Commitment on Competition: Mr. Qian will not engage in any competing business activities during his tenure as a shareholder [3]. - Commitment on Share Transfer: During his tenure as a director or senior management, the annual transfer of shares shall not exceed 25% of the total shares held at the end of the previous year [4]. - Other Commitments: Mr. Qian has committed to not selling shares to individuals or entities that may affect confidentiality during the period of holding sensitive qualifications [5].