Group 1 - The company, Guangdian Yuntong, reported that as of January 30, 2026, the number of shareholders is 92,875 [2]

证券日报网讯 2月2日，广电运通在互动平台回答投资者提问时表示，2026年1月30日，公司股东人数为 92875户。 （文章来源：证券日报） ...

Core Insights - The financial electronic payment equipment industry is undergoing a transformation from traditional to intelligent systems, driven by rapid internet technology development and the popularity of mobile payments [1][7] - The market is expected to grow significantly, with the industry size projected to increase from 61.2 billion yuan in 2020 to approximately 106.3 billion yuan by 2025, reflecting a compound annual growth rate of 12.66% [1][8] Industry Overview - Financial electronic payment equipment includes ATMs, POS machines, and self-service terminals (KIOSK), primarily deployed in banks and retail environments [3][7] - The industry is characterized by a shift towards smart and integrated payment solutions, enhancing user experience and security through advanced technologies like AI and biometric recognition [1][7] Industry Development History - The industry has evolved since the 1980s, transitioning from basic banking terminal equipment to diversified and intelligent payment solutions in the 21st century, influenced by advancements in mobile communication and cloud computing [5][6] Industry Chain - The upstream of the industry includes raw materials and components, while the midstream focuses on manufacturing, and the downstream encompasses various application sectors such as banking, retail, and telecommunications [6][7] Current Industry Status - The industry is at a critical stage of high-quality development driven by technological innovation, with significant government support for policy and market regulation [1][7] - The number of connected POS machines in China is projected to reach approximately 49.05 million by 2024, while the number of ATMs is expected to decline to around 76.09 million by the end of 2025 [8][9] Competitive Landscape - The industry features a mix of international and domestic players, with local companies like GuoDianYunTong and XinDaLu emerging as dominant forces due to their understanding of domestic market needs and competitive service networks [10][12] - The competition has shifted from hardware manufacturing to comprehensive service capabilities, including software platforms and lifecycle services [10] Future Trends - The future of financial electronic payment equipment will see a shift towards integrated service nodes that utilize AI and IoT for personalized user experiences [13] - The service model is evolving towards open platforms that connect various stakeholders, enhancing the value proposition beyond mere hardware sales [15] - Security measures will transition from passive protection to proactive immunity, ensuring data integrity and trust in transactions [16]

广电运通副总经理关健伟向参会人员介绍，在支付板块发展战略上，公司打造了以成员企业中金支付为 核心的太阳系协作共赢模型，通过公转机制快速切入细分行业，带动成员企业广电汇通、汇通香港、中 金数通在跨境支付网络、数据挖掘和AI+风控等领域自转，与合作伙伴共同开拓智慧支付新境界。 （编辑 张昕） 该方案基于ERP库存管理系统，支持多平台、多店铺资金统一管理与智能分账，可自动匹配订单、结算 货款与代销服务费，并联动银行监管账户体系，实现交易全程可追溯、合规可审计，帮助境内电商企业 在合规前提下优化税负结构，实现可持续发展。 针对出海企业面临的"开户难、汇损高、回款慢"等痛点，广电运通旗下廣電匯通（香港）有限公司（以 下简称"汇通香港"）推出了"广汇通GPX"全球收款及汇款平台。依托香港MSO牌照及与全球多家银行的 合作网络，该产品支持企业在线开立多币种虚拟账户，实现全球货款、服务贸易款等多场景快速收款与 结汇。 本报讯 （记者李雯珊）1月30日，广电运通集团股份有限公司（以下简称"广电运通"）"智付未来·共拓 新境——支付板块新平台发布会"在广州成功举办。会上，"汇晶盈"财税合规资金管理解决方案与"广汇 通GPX"全球 ...

Group 1: Digital Currency Business - The company provides a full-stack technology service for digital RMB, including hardware terminals, software systems, and integrated ecological operation solutions. It has participated in multiple digital RMB wallet promotion projects across various sectors such as tourism, transportation, retail, and cross-border trade [2] - The company has launched a digital RMB foreign currency exchange machine that supports real-time exchanges of currencies like HKD, USD, GBP, JPY, and EUR, enhancing payment convenience for domestic and foreign individuals [2] - The company has established a comprehensive digital RMB service platform in the Beibu Gulf region, which serves as a model for cross-border trade applications [4] Group 2: Robotics Development - The company has established a wholly-owned subsidiary, Guangzhou Super Intelligent Robotics Co., Ltd., focusing on the robotics industry, particularly humanoid robots and key technologies [4] - The market demand for intelligent banking solutions is high, with over 220,000 bank outlets nationwide, providing significant sales opportunities for the company's robotic products [4] - The company is leveraging its extensive service network of over 600 service stations to reduce market expansion costs for its robotic products [4] Group 3: AI and Big Data - The company has developed the "Wangdao" industry big model, which integrates financial technology and urban intelligence knowledge, with applications in various fields such as government services and smart operations [4] - The model is built on a high-quality industry data set, incorporating 50TB of general data and 10 billion tokens of industry training data, ensuring completeness and accuracy [4] Group 4: Computing Power Business - Guangdian Wuzhou focuses on domestic computing power products and solutions, establishing strategic partnerships with major chip manufacturers like Huawei and Feiteng [6] - The company emphasizes profitability and competitive differentiation in its computing power business, achieving revenue and profit growth in the first half of the year [6] - The company has launched innovative products, including liquid-cooled servers, enhancing its technological leadership and product competitiveness [6] Group 5: International Business Development - The company has expanded its overseas market since 2003, establishing eight branches and covering over 120 countries, maintaining a positive growth trend [7] - The company leverages its domestic digital transformation experience to enhance its competitive advantage in international markets, fostering collaboration between domestic and overseas operations [7] - The company's reputation for quality service has improved its brand recognition and trust among international banking clients [7]

Investment Rating - The report assigns an "Overweight" rating for the computer industry [1] Core Insights - The establishment of a closed-loop system for data elements, combined with the catalysis of AI, is expected to accelerate the release of data value and the blossoming of the industry in 2026 [2][32] - The demand for AI applications is creating a significant supply gap in the data market, with daily token consumption for AI applications in China skyrocketing from 100 billion at the beginning of 2024 to over 30 trillion by mid-2025, reflecting a growth of over 300 times in just a year and a half [37] Summary by Sections Investment Recommendations - The report emphasizes the importance of focusing on various segments of the data supply chain, including data supply, data trading, data application development, data services, data security, computing power, and network infrastructure [7][8] The Fifth Production Element - Data has been officially recognized as the "fifth production element" by the Chinese government, alongside labor, capital, land, and technology, highlighting its critical role in modern production activities [11] - The top-level design and policy framework for data elements have become increasingly refined, with a focus on activating the potential of data elements and establishing a sound market environment [13][14] Recent Policy Developments - Since 2024, the pace of policy implementation regarding data elements has accelerated, transitioning from top-level design to actionable policies, thereby establishing a solid institutional foundation for the industrialization of data elements [18] - Key policies include the promotion of public and enterprise data resource development, the establishment of a high-efficiency data circulation market, and the enhancement of data infrastructure [19][20][24] AI and Data Market - The report highlights the emergence of a trillion-dollar blue ocean market in the data industry, with the industry value surpassing 2 trillion yuan in 2023 and expected to maintain a growth rate of over 20% annually in the coming years [43][44] - The integration of AI applications is expected to further stimulate the demand for high-quality data, creating a reciprocal relationship that enhances both AI performance and data value [39] Future Policy Outlook - The year 2026 is designated as the "Year of Data Element Value Release," with a focus on improving data flow and resource allocation channels, thereby enhancing the overall market ecosystem [32][33]

Group 1 - The company, Guangdian Yuntong, reported that it could not find shareholder information for January 26, 2026 [1] - As of January 20, 2026, the number of shareholders for the company was 93,106 [1]

Group 1 - The core viewpoint of the article is that Guangdian Yuntong has established a wholly-owned subsidiary, Guangzhou Super Intelligence Machine Co., Ltd., as a key move to enter the robotics industry [1] - The subsidiary aims to leverage Guangdian Yuntong's strong foundation in financial business scenarios, focusing on vertical fields and expanding ecological boundaries [1] - The company is concentrating on eight key technologies, including humanoid robot design, embodied intelligence, and motion control, with the goal of creating "super professional intelligent robots" [1] Group 2 - The first prototype of the G100 super cabinet robot has been completed and is currently undergoing testing at bank branches [1]

Group 1 - The core point of the article is that Guangdian Yuntong (002152) reported the number of its shareholders as of January 20, 2026, which stands at 93,106 households [1]

Core Viewpoint - Guangdian Yuntong's stock price has experienced fluctuations, with a recent decline of 2.06% and a total market capitalization of 32.979 billion yuan. The company is a leading provider of AI solutions in China, focusing on operational services, big data solutions, and smart terminal devices [1]. Financial Performance - For the period from January to September 2025, Guangdian Yuntong achieved a revenue of 7.906 billion yuan, representing a year-on-year growth of 11.08%. However, the net profit attributable to shareholders decreased by 10.51% to 602 million yuan [2]. - Since its A-share listing, the company has distributed a total of 5.309 billion yuan in dividends, with 1.912 billion yuan distributed over the past three years [3]. Shareholder Structure - As of January 9, 2025, the number of shareholders for Guangdian Yuntong was 97,100, a decrease of 8.57% from the previous period. The average number of circulating shares per person increased by 9.37% to 25,551 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 41.3503 million shares, an increase of 10.9243 million shares from the previous period. The Huabao CSI Financial Technology Theme ETF and Southern CSI 500 ETF also hold significant shares, with changes in their holdings noted [3]. Stock Performance - Year-to-date, Guangdian Yuntong's stock price has decreased by 2.64%, with a recent five-day decline of 1.48%. However, the stock has increased by 8.94% over the past 20 days and 5.31% over the past 60 days [1]. Business Overview - Guangdian Yuntong, established on July 8, 1999, and listed on August 13, 2007, is located in Guangzhou, Guangdong Province. The company primarily operates in the fields of smart devices (48.34% of revenue), operational services and others (38.95%), and software development and services (12.71%) [1]. - The company is classified under the computer industry, specifically in the segment of computer equipment and other computer devices, and is involved in various concept sectors including electronic invoices, electronic IDs, robotics, financial technology, and security [1].