北交所首批上市公司，被称为"VR应用第一股"的同辉信息（BJ430090）如今正陷入内斗纷争。 每经记者｜可杨 每经编辑｜陈俊杰 8月5日，同辉信息实控人、创始人戴福昊在其社交平台发布一则声明称，南天数金子公司北京力声科力 技术有限公司（以下简称力声科力）实际掌控同辉信息董事会后，公司运营"背离主业方向，业绩持续 下滑，内控缺失"，导致其作为控股股东"无法行使基本股东权利"。为此，戴福昊提出更换董事会人 选，意在"终止治理乱象，恢复主营业务"。声明落款时间为7月27日。 就在7月28日晚，同辉信息公告显示，戴福昊提出的罢免相关董事职务议案经2025年第一次临时股东大 会审议未获通过，董事会阵容保持原状。 8月6日上午，戴福昊在接受《每日经济新闻》记者采访时表示，同辉信息董事会滥用权利，违规征集股 东大会投票权，"诱导小股东投票支持董事会"，侵害小股东权益，他已向监管方反映情况。戴福昊提供 给记者的截图显示，其向监管机构某工作人员的邮箱（XXXX@csrc.gov.cn）发送了相关材料，并委 托"陈展荣"向北交所方面邮寄了材料。 就实控人与董事会方面的分歧，记者向同辉信息现任董事会方面求证，董秘李刚向记者表示， ...

证券代码：430090 证券简称：同辉信息 公告编号：2025-056 同辉佳视（北京）信息技术股份有限公司 关于接受关联方南天数金无息财务资助的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚 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 性承担个别及连带法律责任。 一、财务资助情况 二、表决和审议情况 2025 年 7 月 25 日，公司召开第五届董事会第二十二次会议审议通过了 《关于接受关联方南天数金提供无息财务资助的议案》。表决结果：5 票同意， 0 票反对，0 票弃权，董事李兴华因个人原因缺席，未委托其他董事代为表决。 该议案属于公司单方面获得利益的交易，故本议案无需回避表决。本议案无需 提交股东大会审议。 三、必要性及对公司的影响 上述财务资助有利于满足公司业务发展及经营的需要，关联方通过向公司 提供无息财务资助的方式支持公司发展，公司的独立性不会因接受财务资助受 到不利影响,不存在损害公司和其他股东利益的情形,符合公司和全体股东的利 益。 同辉佳视（北京）信息技术股份有限公司 董事会 2025 年 7 月 25 日 为保障公司流动资金充裕，有力支撑业务发展， ...

证券代码：430090 证券简称：同辉信息 公告编号：2025-055 同辉佳视（北京）信息技术股份有限公司 第五届董事会第二十二次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、会议召开和出席情况 （一）审议通过《关于接受关联方南天数金提供无息财务资助的议案》 1.议案内容： 详见公司同日在北京证券交易所网站（www.bse.cn）披露的《关于公司接受 关联方南天数金无息财务资助的公告》（公告编号：2025-056）。 2.议案表决结果：同意 5 票；反对 0 票；弃权 0 票。 3.回避表决情况： 根据《北京证券交易所股票上市规则》相关规定，上市公司单方面获得利益 的交易，包括受赠现金资产、获得债务减免、接受担保和资助等，可免于按照关 联交易的方式进行审议。因此本议案无需回避表决。 （一）会议召开情况 1.会议召开时间：2025 年 7 月 25 日 2.会议召开地点：公司会议室 3.会议召开方式：通讯 4.发出董事会会议通知的时间和方式：2025 年 7 月 25 日以通讯方式发 ...

New Stock Issuance - Multiple companies are scheduled for new stock issuance on July 24, 2025, including *ST Zitian (300280) and ST Nanzhi (002305) [1] - Significant announcements were made for companies like Guosheng Tang (300436) and Huayin Power (600744) on July 17 and July 15, respectively [1] Trading Alerts - Companies such as Gaoguan Min Explosive (002827) and Zhongyan Dadi (003001) have recent trading alerts as of July 24, 2025 [1] - A total of 50 companies have been flagged for abnormal trading fluctuations, indicating potential market volatility [2] Market Trends - The report highlights a trend of increased market activity with numerous companies announcing significant changes in stock status [1] - The presence of multiple *ST (Special Treatment) companies suggests heightened scrutiny and potential risk for investors [1] Regulatory Compliance - Companies are required to disclose significant announcements to ensure transparency in trading activities [1] - The report emphasizes the importance of monitoring announcements to assess market conditions and investment risks [1]

New Stock Listings - Tech Source Group issued shares at a price of 10.88 CNY[1] - Shanda Power issued shares at a price of 14.66 CNY[1] Market Alerts - ST Zitian reported an equity date on July 21, 2025, with a link to the announcement[1] - Guangshengtang experienced severe abnormal fluctuations, with an announcement on July 17, 2025[1] - Huayin Power had an announcement on July 15, 2025, regarding market conditions[1] - Multiple companies including Shangwei New Materials, China Power Construction, and Jiangnan Chemical had announcements on July 23, 2025, regarding market activities[1] Abnormal Fluctuations - Companies such as ST Weier and ST Huadong reported significant fluctuations with announcements on July 21, 2025[2] - ST Jinyi and ST Yundong also reported abnormal fluctuations with announcements on July 17, 2025[2]

致同辉佳视(北京)信息技术股份有限公司中小股东： 南天数金(北京)信息产业发展有限公司(以下简称"南天数金")是云南南天电子信息产业股份有限公司参 股46%的混合所有制公司，赵庚飞、李刚、麻燕利为同辉佳视(北京)信息技术股份有限公司(以下简 称"同辉信息")的创始股东，分别持有同辉信息的3.12%、3.56%、1.89%的股份。 南天数金下属公司北京力声科力技术有限公司于2023年8月与同辉信息签署了战略合作协议，将以战略 投资的方式认购同辉信息增发30%的股份，并于2023年8月8日发布了《详式权益变动报告书》。该事项 获得了时任同辉信息董事赵庚飞、李刚、麻燕利的支持。 2024年3月29日，同辉信息收到北京证监局《立案调查通知书》，上述定向增发被中止，立案调查至今 尚未结案。 同辉信息由于被立案调查，公司的银行融资、招投标等受到严重影响，经与同辉信息协商，南天数金于 2024年4月1日，选派部分管理人员，担任同辉信息的董事和高管，终止了部分亏损业务、改善了治理结 构、保护了同辉信息的经营团队，维护了同辉信息的持续经营。该事项得到的大股东戴福昊在选举董事 的股东大会上的支持。 3、支持同辉信息解决日常运营中 ...

Market Overview - On July 18, the North Exchange A-shares trading volume reached 22.46 billion yuan, an increase of 1.31 billion yuan from the previous trading day[3] - The North Exchange 50 Index closed at 1418.6, down 0.7%, with a PE TTM of 67.25 times[3] - The North Exchange Specialized and New Index closed at 2428.8, down 0.4%[3] Stock Performance - Among 268 companies on the North Exchange, 74 rose, 7 remained flat, and 187 fell[3] - The top five gainers were: Jiahe Technology (30.0%), Wanyuantong (11.0%), Kaida Catalysis (10.7%), Benlang New Materials (9.1%), and Haidaer (6.8%)[3] - The top five losers were: Guoyi Tender (-6.4%), Chunguang Pharmaceutical (-4.8%), Tonghui Information (-4.3%), Huaxi Technology (-4.2%), and Guoyuan Technology (-3.9%)[3] Investment Insights - The overall trading activity on the North Exchange improved, indicating better capital participation, but market differentiation is significant[6] - Key themes include the Ministry of Industry and Information Technology's upcoming plans for ten key industries, which may boost the materials and basic chemical sectors[6] - Short-term market fluctuations are expected, but policy benefits and deepening reforms at the North Exchange may enhance long-term confidence[6]

Core Viewpoint - The internet finance index has significantly outperformed the CSI 300 index in 2025, with a total increase of 22.63% compared to 2.03% for the CSI 300, but it still lags behind the North Exchange 50 index, which saw a 36.9% increase [1]. Group 1: Performance Comparison - The North Exchange has seven companies tagged with internet finance concepts, but only a few have outperformed the North Exchange 50 index, indicating that not all internet finance stocks yield excess returns [1]. - Companies like Guoyuan Technology, Tonghui Information, Zhisheng Information, and Liandi Information have shown better performance than the North Exchange 50 index, while Huaxin Yongdao, Airong Software, and Hanxin Technology have underperformed [1]. - The market capitalization of companies plays a significant role in their performance, with larger market cap companies generally underperforming [1]. Group 2: Market Trends - The North Exchange 50 index has experienced four distinct upward phases since the beginning of the year, but internet finance companies did not consistently outperform the index during these phases [2][4]. - In the second and third phases, the average increase of internet finance companies was lower than that of the index, suggesting that a blanket investment strategy in internet finance stocks may not be effective [4]. Group 3: Stock Selection Strategy - A successful investment strategy involves careful selection of internet finance stocks rather than indiscriminate buying, as not all stocks in this category will yield superior returns [4]. - For instance, Guoyuan Technology, which recently surged, was added to the internet finance label on June 26, 2025, and has shown potential due to its small market cap and lack of previous strong concept binding [5][6]. - The recommended criteria for selecting stocks include: (1) new concepts, (2) small market capitalization, and (3) high recognition of the internet finance label by investors [6].

Group 1 - The stock of Tonghui Information (430090) increased by 9.50% with a turnover rate of 38.10%, and a total transaction amount of 572 million yuan, showing a volatility of 15.57% [1] - Institutional investors net bought 1.495 million yuan, while the total net buying from brokerage seats was 340,700 yuan [1][2] - The stock has appeared on the Dragon and Tiger list 12 times in the past six months, with an average decline of 1.53% the day after being listed and an average increase of 1.30% over the following five days [3] Group 2 - The top five brokerage seats accounted for a total transaction amount of 80.869 million yuan, with a net buying of 1.8358 million yuan [2] - The specific brokerage seats included one institutional seat that net bought 1.495 million yuan, with a buying amount of 6.1911 million yuan and a selling amount of 4.6961 million yuan [2][3]

Group 1 - The A-share software development sector experienced a significant upward movement in early trading, with Tonghui Information rising over 13%, Puling Software increasing by over 10%, and Jida Zhengyuan hitting the daily limit [1] - Other companies such as Guoyuan Technology saw a rise of over 9%, while New Zhisoft, Chuangyi Information, and Geer Software also experienced gains [1] - The State-owned Assets Supervision and Administration Commission (SASAC) recently held a training program focused on enhancing cross-domain innovation capabilities and ecosystem building in the basic and industrial software sectors [1]