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重组新规发布后首单吸收合并交易出炉 消息刺激 计算机板块走强
Shen Zhen Shang Bao· 2025-05-26 17:15
Group 1 - The core point of the news is the planned absorption merger between HaiGuang Information and ZhongKe Shuguang, marking the first absorption merger transaction following the new restructuring regulations [1][2] - Both companies have announced a suspension of their A-share stocks starting from May 26, with the suspension expected to last no more than 10 trading days [1] - The merger is expected to enhance resource concentration and strengthen synergy in key areas, particularly in the context of accelerating AI computing infrastructure development [3] Group 2 - In terms of financial performance, HaiGuang Information reported a revenue of 9.162 billion yuan in the previous year, a year-on-year increase of 52.4%, with a net profit of 1.931 billion yuan, up 52.87% [2] - ZhongKe Shuguang achieved a revenue of 13.148 billion yuan last year, a year-on-year decline of 8.4%, while its net profit was 1.911 billion yuan, an increase of 4.1% [2] - In the first quarter of this year, HaiGuang Information's revenue reached 2.4 billion yuan, a year-on-year growth of 50.76%, with a net profit of 506 million yuan, up 75.33% [2]
首次全景式呈现南山“机器人谷”产研生态 深圳展区机器人已经“非常像人类”
Shen Zhen Shang Bao· 2025-05-26 17:14
Group 1 - The Shenzhen exhibition area, themed "Beautiful Life · Shenzhen Creation," is a highlight of the cultural industry innovation exhibition in the Guangdong-Hong Kong-Macao Greater Bay Area, featuring immersive interactive experiences and cutting-edge technology applications [1] - The main exhibition area includes four major sections: artificial intelligence, digital creativity, cultural tourism, and the sky bridge show, along with 12 distinctive sub-venues in Nanshan District [1] - The exhibition showcases a variety of robots, including the humanoid robot "Xialan," which has 29 motors and can display 22 different facial expressions, attracting significant attention from visitors [1] Group 2 - In the artificial intelligence experience area, 21 leading companies present their innovations through immersive interaction and scenario-based experiences, including a robot barista that can perform the entire coffee-making process [2] - The exhibition features a real-time translation earphone with an accuracy rate of 98%, and an air drum set developed by Shenzhen Ganyin Technology, which has captivated numerous visitors [2] - The smart toy area showcases products like AI visual toys and intelligent dialogue balls, providing children with educational and entertaining experiences through visual recognition and voice interaction technology [2] Group 3 - The "Cyber Fashion Parade" at the Shenzhen exhibition combines technology and fashion, featuring models wearing Shenzhen brand clothing alongside robots to demonstrate the perfect integration of fashion and technology [3] - A "micro short film viewing area" allows visitors to appreciate the unique charm of digital storytelling, while a gaming e-sports experience area offers immersive gameplay and competitions with well-known e-sports players [3] - The exhibition focuses on the integration of digital creativity and cultural technology, showcasing cutting-edge innovations from national high-tech enterprises, including AI education devices and smart wearables [3]
并购松绑 多只ST股大涨 上周超过27只ST股涨幅逾10%
Shen Zhen Shang Bao· 2025-05-26 17:13
Group 1 - The core viewpoint of the news is that the relaxation of merger and acquisition regulations has led to increased activity in restructuring among ST-listed companies, with several companies announcing restructuring plans [1][2] - The China Securities Regulatory Commission (CSRC) released the revised "Major Asset Restructuring Management Measures," which simplifies the review process and enhances regulatory flexibility, thereby encouraging mergers and acquisitions in the A-share market [1][2] - ST stocks have seen significant gains, with over 27 ST stocks rising more than 10% last week, and some stocks like *ST SAILONG and *ST YUSHUN experiencing gains exceeding 20% [1] Group 2 - *ST YUSHUN is in the process of conducting due diligence, auditing, and evaluation for its major asset restructuring, which is a critical step in the merger process [2][3] - The company plans to acquire 100% equity of three data technology firms, which provide data center infrastructure services to large internet companies [3] - The exclusivity period for *ST YUSHUN's restructuring plan is set until June 30, indicating potential substantial progress in the coming month [3]
光明区将创新成果转化为可触可感的沉浸式体验 打造最燃“打卡点”
Shen Zhen Shang Bao· 2025-05-26 08:47
Group 1 - The core theme of the event is the integration of culture and technology, showcasing innovative results that provide immersive experiences [1] - Shenzhen Ailaisi Light and Shadow Technology Co., Ltd. focuses on intelligent interaction technology, having obtained over 100 patents since its establishment in 2011 [1] - The company offers cutting-edge digital solutions for commercial display, digital marketing, and cultural communication [1] Group 2 - The "Smart Manufacturing New Forces" exhibition features combat robots that combine traditional martial arts with robotics technology, providing an engaging experience for children [2] - Shenzhen Craftsman Society Robot Technology Co., Ltd. has developed millisecond-level posture synchronization technology for humanoid robots, enhancing user control and entertainment [2] - The "Cultural and Creative Cluster" showcases modern expressions of intangible cultural heritage, appealing particularly to younger audiences [2]
2025国际影像文化周在深举办
Shen Zhen Shang Bao· 2025-05-26 07:33
Group 1 - The first Smog Public Image Award was held during the 2025 International Image Culture Week in Shenzhen, focusing on the theme "Image Wave · Era Process" [1] - The award ceremony revealed 22 awards, including 12 bronze, 5 silver, and 2 gold awards, along with the annual theme award, annual touching award, and annual tribute award [1] - The Smog Public Image Award was initiated by Leqi Innovation Co., Ltd. and the Shenzhen Care Action Committee to support global image creators in public welfare activities and promote the integration of the image industry with public welfare [1][2] Group 2 - The award received 3,891 entries from 120 countries, showcasing a diverse range of participants from various age groups and backgrounds [2] - The jury was led by Oscar-winning director Yang Ziya, including notable figures such as German director Uli Gaulke and Chinese directors Gu Tao and You Xiaogang [2] - The gold awards were won by "Memories Need No Soil" directed by Su Tong and "Wolfs" directed by Marina G. Andreu, with special recognition for "The Black Pelicans" and "Spark" [2] Group 3 - To ensure the sustainable development of the awards, Leqi Innovation established the "Shenzhen Care Action Public Welfare Foundation: Leqi Innovation SmallRig Image Development Fund" to support 100 outstanding public welfare projects globally [3] - The fund aims to assist 100 producers or teams in creating 100 public welfare documentaries [3]
四分之一私募产品近四年持续正收益 百亿私募47只
Shen Zhen Shang Bao· 2025-05-26 06:40
Group 1 - The private equity market has faced significant volatility over the past three years, making it challenging for private equity funds to maintain consistent positive returns [1] - As of the end of April this year, only 238 out of 926 private equity products (approximately 25.7%) have achieved positive returns each year since 2021, excluding pure bond strategies and bond-enhanced products [1] - Among the consistently positive return products, 114 are quantitative products and 124 are non-quantitative products, indicating a nearly even split [1] Group 2 - There are 35 "stock quantitative" products with over 500 million in scale that have achieved positive returns each year since 2021, with 16 belonging to billion-scale private equity firms [1] - In the "stock subjective long" category, there are 37 products with similar performance, with 20 from billion-scale private equity firms [1] - The "multi-asset strategy" category includes 33 products with consistent positive returns, with 6 from billion-scale firms and 16 classified as composite strategy products [1] Group 3 - In the "futures and derivatives strategy" category, there are 35 products with over 500 million in scale that have achieved positive returns each year since 2021, with 4 from billion-scale private equity firms [2] - Among these, 25 are quantitative CTA products, 4 are subjective CTA products, and 6 are options strategy products [2] - A total of 47 billion-scale private equity products have achieved positive returns each year since 2021, with 20 being stock subjective long products and 9 being stock market neutral products [2]
国博文创“凤冠” 原来是深圳造
Shen Zhen Shang Bao· 2025-05-26 06:28
Group 1 - The core viewpoint of the article highlights the success of Shenzhen-based Yuanjing Craft in producing cultural and creative products, particularly the "Phoenix Crown" refrigerator magnet showcased at the National Museum of China [1][2] - Yuanjing Craft has over ten years of experience in the cultural and creative industry, serving more than 500 brand enterprises, 200 museums, and 100 scenic spots [1] - The company reported over 2 million yuan in sales at last year's cultural expo, with cultural product orders now accounting for 60% of its business [2] Group 2 - Yuanjing Craft integrates product design, research and development, manufacturing, packaging, and distribution services, utilizing automated machinery in its operations [2] - The company has invested in an AR creative company, enhancing its products with interactive features, such as the AR functionality in the "Phoenix Crown" refrigerator magnet [2] - The audience at the expo primarily consisted of young people, including many children, indicating a growing interest in cultural and creative products among younger demographics [2]
智慧辅具上线 黑科技来助残 深圳东部首个辅具智慧体验中心启用
Shen Zhen Shang Bao· 2025-05-26 00:06
Core Insights - The establishment of the Shenzhen Eastern (Longgang) Assistive Technology Experience Center marks a significant advancement in the technology-enabled support for people with disabilities in Longgang District [1][2] - The center aims to serve as a demonstration base for assistive technology, promoting the development of the smart assistive device industry [2] Group 1: Center Establishment and Purpose - The center is a collaborative effort between the Longgang District Disabled Persons' Federation, the District Civil Affairs Bureau, and Shenzhen Shenglida Medical Technology Co., Ltd [1] - It is the first professional service platform in Shenzhen that integrates AI digital assistive device display, experience, and promotion [1] Group 2: Technological Innovations and Collaborations - The center has introduced multiple cutting-edge technologies, including pBFS® technology for autism rehabilitation and brain-computer interface platforms [1] - Over 100 partnerships have been established with universities and enterprises, bringing in more than 100 advanced assistive products [1][2] Group 3: Future Development and Goals - The center aims to continuously introduce a full range of assistive devices and provide one-stop professional services [2] - The Longgang District aims to optimize and upgrade the assistive device industry, creating a new hub for smart assistive devices in Eastern Shenzhen [2]
深开鸿发布三大核心产品
Shen Zhen Shang Bao· 2025-05-25 23:03
Group 1 - Shenzhen Kaihong Digital Industry Development Co., Ltd. (referred to as "Shenzhen Kaihong") launched three core products at the first Deep Kaihong Innovation Technology Conference, aimed at empowering developers, industries, enterprises, and universities, accelerating the implementation and prosperity of the open-source Harmony ecosystem [1][2] - The Kaihong Bot series is a one-stop learning platform designed for open-source Harmony developers, allowing them to enter the ecosystem with "zero threshold," significantly simplifying the development environment setup, toolchain integration, and hardware adaptation challenges [1][2] - The Bot series targets three types of developers: application developers, device developers, and secondary developers, featuring a real open-source Harmony operating environment that allows for direct local preview of running results, providing a "what you see is what you get" development experience [1][2] Group 2 - The launch of the open-source Harmony "Origin Plan" was announced, emphasizing strategic synergy with the Bot products, stating that the success of the operating system depends on the competitiveness of the ecosystem, which must start with developers [2] - Over the next five years, Shenzhen Kaihong plans to invest 500 million yuan to build a complete support closed loop from application development to commercial landing through technology empowerment, financial support, marketing promotion, and entrepreneurial acceleration [2] - The Kaihong "1+1" security digital foundation 5.0 was introduced, consisting of the unified operating system KaihongOS and the super device management platform KaihongOS Meta, built on OpenHarmony, featuring core characteristics of security, completeness, real-time capability, and reliability [2]
红利资产受主流资金追捧 连年高分红公司10年内股价平均涨幅接近120%
Shen Zhen Shang Bao· 2025-05-25 23:01
【深圳商报讯】(记者钟国斌)近期A股市场震荡整理,全市场股价创新高的个股中,频繁出现红利资 产银行股和高速公路股的身影。据WIND资讯数据统计,5月22日至23日,比亚迪、赛力斯、交通银 行、中信银行、光大银行、北京银行、上海银行、江苏银行、成都银行、渝农商行、宁沪高速、山东高 速、新诺威、信立泰、科伦药业、锦波生物、豪迈科技等A股公司股价创出历史新高。 WIND资讯数据显示,红利主题基金近日也频频出现净值创新高。5月22日当天,挂钩上证国企红利、 中证红利价值、中证红利低波等指数的多只ETF出现净值创新高。 长期高股息公司表现更好更稳健。WIND资讯数据显示,按照每年底股价和当年每股派现计算,A股市 场共有42家公司连续10年股息率均在2%以上。从去年底股息率来看,济川药业、宇通客车、永新股 份、雅戈尔、兴业银行等公司股息率均超5%。 从市场表现来看,这42家公司10年间平均涨幅超过129%,21家公司股价翻倍,占比达到50%,伟星股 份、粤高速A、中国神华、长江电力、伟星新材等公司股价均涨超两倍。股价下跌公司仅有3家,分别 为民生银行、闰土股份、重庆水务。 展望后市,融通中证诚通央企红利ETF基金经理蔡志 ...