Group 1 - The company Guoyuan Technology announced that several shareholders plan to reduce their holdings, with specific amounts and percentages of total share capital detailed [1] - Shareholder Li Jingyan plans to reduce holdings by up to 430,000 shares, accounting for 0.3243% of total share capital [1] - Shareholder Dong Liguo plans to reduce holdings by up to 400,000 shares, accounting for 0.3016% of total share capital [1] Group 2 - Shareholder Li Na plans to reduce holdings by up to 200,000 shares, accounting for 0.1508% of total share capital [1] - Shareholder Sun Ruize plans to reduce holdings by up to 100,000 shares, accounting for 0.0754% of total share capital [1] - Shareholder Liu Dai plans to reduce holdings by up to 800,000 shares, accounting for 0.6033% of total share capital [1] Group 3 - Shareholder Tang Wei plans to reduce holdings by up to 400,000 shares, accounting for 0.3016% of total share capital [1] - Other shareholders plan to reduce their holdings by no more than 100,000 shares, accounting for between 0.0754% and 0.0057% of total share capital [1] - The reduction method will be through centralized bidding or block trading, with the reduction period set for three months starting from 15 trading days after the announcement [1] Group 4 - The reason for the shareholding reduction is personal funding needs [1]

Core Viewpoint - On July 14, the Shanghai Composite Index rose by 0.27%, with institutional investors appearing on the trading lists of 35 stocks, net buying 19 and net selling 16 [1] Institutional Trading Summary - Institutional special seats net bought the most in Xiangyang Bearing, which closed at the daily limit with a turnover rate of 27.67% and a transaction amount of 2.076 billion yuan, net buying 110.74 million yuan [2] - San Chuan Wisdom closed up 15.27% with a turnover rate of 32.50%, net buying 75.27 million yuan, but had a net outflow of 35.2 million yuan [2] - Zhongke Magnetic Industry closed down 5.10% with a turnover rate of 45.77%, net buying 53.99 million yuan, but had a net outflow of 49.77 million yuan [2] Market Performance - The average increase of stocks with institutional net purchases was 2.36%, outperforming the Shanghai Composite Index [3] - Stocks like Changrong Co. and Xinling Electric showed strong performance, closing at the daily limit [3] - Historical data indicates a 52.06% probability of stocks with institutional net purchases rising the next day, and a 39.70% probability of rising in the following three days [3] Earnings Forecasts - Among the stocks with institutional net purchases, four have released half-year earnings forecasts, with Yuhua Development expected to have a net profit of 200 million yuan, a year-on-year increase of 708% [3] Net Selling Summary - The stock with the highest net selling by institutions was Siyuan Electric, with a net selling amount of 162.84 million yuan, while also seeing a net inflow of 98.77 million yuan [3] - Dazhihui was noted for a net selling of 120.24 million yuan, with a significant net outflow of 433 million yuan [4] Deep and Shanghai Stock Connect - On July 14, 15 stocks on the trading list had appearances from the Deep and Shanghai Stock Connect, with Siyuan Electric and Zhongke Jincai seeing net purchases of 139 million yuan and 113 million yuan respectively [7][8] - Stocks like Hengbao Co. and Greenland Holdings experienced significant net selling amounts of 193 million yuan and 79.38 million yuan respectively [8]

证券代码：835184 证券简称：国源科技 公告编号：2025-074 北京世纪国源科技股份有限公司 控股股东、实际控制人及其一致行动人权益变动 触及 1%整数倍的提示性公告 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。 北京世纪国源科技股份有限公司（以下简称"公司"或"国源科技"）于 2025 年 7 月 14 日收到控股股东、实际控制人董利成先生和李景艳女士出具的 《关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍的告知函》。 2024 年 11 月 11 日至 2025 年 7 月 11 日期间，一致行动人股份减持导致控股股 东、实际控制人及其一致行动人合计持有的公司股份比例从 44.6806%减少至 43.6902%，权益变动触及 1%整数倍的情形，现将其权益变动有关情况公告如下： 一、本次权益变动基本情况 （一）信息披露义务人基本情况 | 1、基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披 ...

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].

北京世纪国源科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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、授权使用部分闲置募集资金进行现金管理的基本情况 （一）审议情况 北京世纪国源科技股份有限公司（以下简称"公司"）于 2025 年 7 月 3 日召 开第四届董事会审计委员会第七次会议、第四届董事会第十次会议、第四届监事 会第十次会议，均审议通过《关于使用部分闲置募集资金进行现金管理的议案》， 为提高公司资金使用效率，增加投资收益，在确保募集资金安全、不影响募集资 金投资计划正常进行的前提下，同意公司使用额度不超过人民币 8,000 万元的闲 置募集资金进行现金管理，在上述额度范围内，可循环滚动使用。 公司拟投资的产品为安全性高、流动性好、可以保障投资本金安全的银行理 财产品（包括但不限于结构性存款、定期存款、大额存单、通知存款等），单笔 投资期限最长不超过 12 个月，且购买的产品不得抵押，不用作其他用途，不影 响募集资金投资计划正常进行。 上述事项自公司第四届董事会第十次会 ...

Group 1 - The internet finance and large financial sectors continue to strengthen, with Guoyuan Technology rising over 20% to reach a historical high [1] - Several stocks, including Nanhua Futures (603093), Ruida Futures (002961), Bank of China Securities (601696), and Zhongyuan Securities (601375), have hit the daily limit [1] - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]

国元证券股份有限公司 关于北京世纪国源科技股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 为提高募集资金使用效率，给公司和股东获取更多的投资回报，公司于 2023年6月16日在招商银行北京朝阳门支行（已更名为招商银行北京东城支行） 开立了闲置募集资金现金管理专用结算账户，并于2023年7月17日与保荐机构国 元证券股份有限公司、招商银行北京朝阳门支行共同签署《募集资金专户存储 三方监管协议》，将在招商银行北京朝阳门支行开立的闲置募集资金现金管理 结算专用账户变更为募集资金专户。 二、募集资金使用情况 国元证券股份有限公司（以下简称"国元证券"、"保荐机构"）作为北京世 纪国源科技股份有限公司（以下简称"国源科技"、"公司"）持续督导保荐机构， 根据《证券发行上市保荐业务管理办法》《北京证券交易所证券发行上市保荐 业务管理细则》《北京证券交易所股票上市规则》等有关规定，对国源科技使 用部分闲置募集资金进行现金管理事项进行了核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准北京世纪国源科技股份有限公司向 不特定合格投资者公开发行股票的批复》（证监许可[2020]1266号）核 ...

证券代码：835184 证券简称：国源科技 公告编号：2025-072 北京世纪国源科技股份有限公司 2020 年 7 月 8 日，北京世纪国源科技股份有限公司发行普通股 33,450,000 股，发行方式为向不特定合格投资者公开发行，发行价格为 11.88 元/股，募集资 金总额为 397,386,000.00 元，实际募集资金净额为 361,282,742.45 元，到账时间 为 2020 年 7 月 13 日。 二、募集资金使用情况 （一）募集资金使用情况和存储情况 截至 2025 年 5 月 31 日，公司上述发行股份的募集资金使用情况具体如下： 关于使用部分闲置募集资金进行现金管理的公告 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、募集资金基本情况 | | 建设项目 | | | | | | --- | --- | --- | --- | --- | --- | | 3 | 基础数据加工 与主动遥感能 | 沈阳国源科技发 展有限公司 | 1,300.00 | 1,034.39 | 79. ...

北京世纪国源科技股份有限公司 第四届监事会第十次会议决议公告 本公司及监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 证券代码：835184 证券简称：国源科技 公告编号：2025-071 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 二、议案审议情况 （一）会议召开情况 1.会议召开时间：2025 年 7 月 3 日 2.会议召开地点：公司会议室 3.会议召开方式：现场 4.发出监事会会议通知的时间和方式：2025 年 6 月 30 日以通讯方式发出 5.会议主持人：监事会主席石静女士 6.召开情况合法、合规、合章程性说明： 本次监事会的召集、召开和议案审议程序符合《公司法》及《公司章程》的 有关规定，表决结果合法有效。 （一）审议通过《关于使用部分闲置募集资金进行现金管理的议案》 1.议案内容： 为提高公司资金使用效率，增加投资收益，在确保募集资金安全、不影响募 集资金投资计划正常进行的前提下，公司拟使用额度不超过人民币 8,000 万元的 闲置募集资金进 ...

证券代码：835184 证券简称：国源科技 公告编号：2025-070 北京世纪国源科技股份有限公司 第四届董事会第十次会议决议公告 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）会议召开情况 1.会议召开时间：2025 年 7 月 3 日 本次董事会的召集、召开和议案审议程序符合《公司法》及《公司章程》的 有关规定，表决结果合法有效。 （二）会议出席情况 会议应出席董事 6 人，出席和授权出席董事 6 人。 二、议案审议情况 2.会议召开地点：公司会议室 3.会议召开方式：现场 4.发出董事会会议通知的时间和方式：2025 年 6 月 30 日以通讯方式发出 5.会议主持人：董事长董利成先生 6.会议列席人员：全体监事、部分高级管理人员 7.召开情况合法、合规、合章程性说明： （一）审议通过《关于使用部分闲置募集资金进行现金管理的议案》 1.议案内容： 为提高公司资金使用效率，增加投资收益，在确保募集资金安全、不影响募 集资金投资计划正常进行的前提下，公司拟使用额度不超 ...