Core Viewpoint - Guangmai Technology, based in Hangzhou, is a leading information and communication technology service provider and the first company listed on the Beijing Stock Exchange, focusing on technological innovation and R&D investment [2][4]. Group 1: Business Strategy and Development - The company adopts a "data intelligence leading" strategy, focusing on 5G infrastructure, ICT industry applications, and high-speed rail information technology [4][5]. - In recent years, the ICT application business has shifted from smart city solutions to information security, computing power services, and AI applications [4][5]. - Guangmai Technology has entered the computing power service sector, developing a complete ecosystem from infrastructure to operational services and vertical AI application platforms [5]. Group 2: R&D and Innovation - The company has recently obtained five invention patents and two utility model patents, focusing on computing power efficiency and intelligent management [5]. - Future R&D will emphasize low-altitude network upgrades and AI integration in high-speed rail products, aiming to provide integrated solutions of "services + products + platforms" [5][9]. Group 3: Impact of Listing on Business - Listing on the Beijing Stock Exchange has significantly enhanced the company's brand reputation and customer recognition, leading to improved credit ratings and financing conditions [7][8]. - The company has implemented a stable dividend policy since its listing, including a capital reserve transfer and cash dividend in 2023 [8]. Group 4: Future Outlook - The company plans to deepen its existing business in 5G infrastructure, ICT applications, high-speed rail information technology, and full-stack intelligent computing services [9]. - Strategic expansion through mergers and acquisitions is also on the agenda to establish a second growth curve [9].

Group 1 - On October 30, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 55.051 million shares [1] - The total market value of the unlocked shares is approximately 1.651 billion yuan, based on the latest closing price [1] - The companies with the highest unlock volumes are Qingyi Optoelectronics, Guangmai Technology, and Tebao Biology, with unlock shares of 48 million, 2.7067 million, and 1.3895 million respectively [1] Group 2 - In terms of market value from the unlocked shares, Qingyi Optoelectronics, Tebao Biology, and Guangmai Technology lead with market values of approximately 1.432 billion yuan, 99.8897 million yuan, and 65.0421 million yuan respectively [1]

Core Viewpoint - The semiconductor and computing power industries are experiencing a positive trend, with strong market demand and ongoing institutional research into over 20 companies in the sector since the National Day holiday [1] Semiconductor Industry - The storage industry is benefiting from a structural shift in supply and demand driven by the AI wave, leading to high market prosperity [2] - Companies like Shanghai Beiling and Demingli reported advancements in storage products, with Demingli noting an overall price increase in the storage market and a focus on enhancing production capacity to meet demand [2] - Hengshuo Co. is optimistic about the NOR Flash market, expecting price increases in Q4 and actively developing advanced NOR Flash products [3] - Huicheng Co. plans to invest strategically in Xin Feng Technology to expand its DRAM packaging business, aiming to increase packaging capacity significantly by 2027 [3] Computing Power Market - The demand for computing power remains strong, with companies like Haiguang Information reporting a 69.60% year-on-year revenue growth, reaching 4.026 billion yuan in Q3 2025 [4] - Haiguang Information's contract liabilities indicate sustained customer demand, with inventory levels adjusted to match market needs [4] - Chip Original Co. anticipates a significant increase in new orders, with a projected 145.80% year-on-year growth, driven largely by AI-related orders [4][5] - Shunwang Technology has established a robust computing power service capability, successfully launching innovative products to meet diverse computing needs [6] - Guangmai Technology is collaborating on a domestic computing power project, achieving significant results and planning further expansion by 2027 [6]

Core Insights - The article highlights the strategic collaboration between Guangmai Technology Co., Ltd. and local government entities to establish a domestic computing power cluster, aligning with the national "East Data West Computing" initiative [1][2][4]. Group 1: Project Overview - Guangmai Technology has signed a strategic cooperation framework agreement to build a "domestic ten-thousand card computing power cluster" in partnership with the government of Qingyang and Suiruan Intelligent Technology [1][2]. - The project will involve a minimum of 10,000 domestic computing power cards, providing 2500P computing power services, with a total investment of no less than 300 million yuan, expected to be completed by December 30, 2027 [1][4]. Group 2: Strategic Positioning - The project reflects Guangmai Technology's proactive response to national policies and its strategic foresight in the computing power industry [2][3]. - The company has established a business structure that includes a parent company overseeing operations, subsidiaries driving initiatives, and a fully-owned subsidiary executing local projects, allowing for flexibility and rapid adaptation to local needs [2][3]. Group 3: Collaborative Ecosystem - The collaboration involves a tripartite model where the Qingyang government provides resources and policy support, Suiruan offers technical expertise, and Guangmai acts as the project implementer and ecosystem integrator [3][5]. - This model addresses challenges in policy implementation, technical support, and ecosystem development, creating a synergistic effect that enhances overall project value [3][6]. Group 4: Business Expansion and Innovation - Guangmai Technology aims to extend its operations beyond hardware construction to include ecosystem operation and value extension, establishing an artificial intelligence innovation hub and incubation center [5][6]. - The integrated model of "computing power infrastructure + technology research + enterprise incubation" positions Guangmai as a builder of computing power ecosystems, facilitating long-term growth through innovation and application exploration [5][6]. Group 5: Security and Compliance - The computing power cluster will utilize advanced domestic architecture and algorithms, incorporating multiple security measures to ensure safety and compliance with data protection laws [6].

证券代码：838924 证券简称：广脉科技 公告编号：2025-122 广脉科技股份有限公司 回购股份注销完成暨股份变动公告 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、 定向回购股份注销情况 公司通过股份回购专用证券账户，共回购 2024 年股权激励计划授予的部分限制性 股票 275,000 股，占回购前公司总股本的比例为 0.26%。公司已于 2025 年 9 月 24 日在 中国证券登记结算有限责任公司北京分公司办理完毕上述 275,000 股回购股份的注销手 续。本次回购股份注销完成前，公司股份总额为 107,571,500 股，本次回购股份注销完 成后，公司股份总额为 107,296,500 股，公司剩余库存股 83,843 股。 1 类别 注销前 注销后 数量（股） 比例（%） 数量（股） 比例（%） 1.有限售条件股份 45,757,840 42.54% 45,482,840 42.39% 2.无限售条件股份 （不含回购专户股份） 61,729,817 57.38% 61,729,8 ...

广脉科技股份有限公司 2025 年股权激励计划（草案） 证券代码：838924 证券简称：广脉科技 公告编号：2025-117 广脉科技股份有限公司 2025 年股权激励计划 （草案） 2025 年 9 月 1 广脉科技股份有限公司 2025 年股权激励计划（草案） 声明 广脉科技股份有限公司（以下简称"公司"或"本公司"）及董事、高级管 理人员保证本激励计划相关信息披露文件不存在虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 所有激励对象承诺：公司因信息披露文件中有虚假记载、误导性陈述或者重 大遗漏，导致不符合授予权益或行使权益安排的，激励对象应当自相关信息披露 文件被确认存在虚假记载、误导性陈述或者重大遗漏后，将由股权激励计划所获 得的全部利益返还公司。 2 广脉科技股份有限公司 2025 年股权激励计划（草案） 特别提示 一、本激励计划系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司股权激励管理办法》《北京证券交易所上市公司持续监管办法（试行）》 《北京证券交易所股票上市规则》《北京证券交易所上市公司持续监管指引第 3 号——股权激励和员工持股计划 ...

证券代码：838924 证券简称：广脉科技 公告编号：2025-118 广脉科技股份有限公司 2025 年股权激励计划授予的激励对象名单 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、2025 年股权激励计划分配情况 | 序号 | 姓名 | 职务 | 获授的限制 | 占授予限制 | 占本激励计划 | | --- | --- | --- | --- | --- | --- | | | | | 性股票数量 | 性股票总数 | 公告日股本总 | | | | | （股） | 的比例 | 额的比例 | | 1 | 潘嘉丽 | 核心员工 | 53,843 | 64.22% | 0.05% | | 2 | 熊宗超 | 核心员工 | 30,000 | 35.78% | 0.03% | | | 合计 | | 83,843 | 100.00% | 0.08% | 二、激励对象名单 | 序号 | 姓名 | 类别 | | --- | --- | --- | | 1 | 潘嘉丽 | 核心员工 | | 2 | 熊宗超 | 核 ...

杭州市上城区庆春东路西子国际 C 座 15 楼 15th Floor, Building C, Xizi International Center, Qingchun East Road, Shangcheng District, Hangzhou 邮编/ZipCode:310020 电话/Tel:86-0571-85779929 传真/Fax:86-0571-85779955 电子邮箱/E-mail:kangda@kangdalawyers.com 北京 西安 深圳 杭州 海口 上海 广州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京康达（杭州）律师事务所 关于广脉科技股份有限公司 | 简称 | - | 含义 | | --- | --- | --- | | 广脉科技、公司 | 指 | 广脉科技股份有限公司 | | 本激励计划、本次 | 指 | 广脉科技股份有限公司 年股权激励计划 2025 | | 激励计划 | | | | 《激励计划（草 | 指 | 《广脉科技股份有限公司2025年股权激励计划（草案）》 | | 案）》 | | | | ...

证券代码：838924 证券简称：广脉科技 公告编号：2025-119 广脉科技股份有限公司 2025 年股权激励计划实施考核管理办法 广脉科技股份有限公司（以下简称"公司"）为进一步完善公司法人治理结 构，建立、健全公司长效激励约束机制，吸引和留住优秀人才，充分调动公司核 心员工的积极性，有效地将股东利益、公司利益和核心团队个人利益结合在一起， 使各方共同关注公司的长远发展，确保公司发展战略和经营目标的实现，在充分 保障股东利益的前提下，公司按照收益与贡献对等原则，根据《中华人民共和国 公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、 《上市公司股权激励管理办法》（以下简称《管理办法》）、《北京证券交易所上市 公司持续监管办法（试行）》（以下简称《持续监管办法》）、《北京证券交易所股 票上市规则》（以下简称《上市规则》）、《北京证券交易所上市公司持续监管指引 第 3 号——股权激励和员工持股计划》（以下简称《监管指引第 3 号》）等有关法 律、法规和规范性文件以及《广脉科技股份有限公司章程》（以下简称《公司章 程》）的规定，制定了《广脉科技股份有限公司 2025 年股权激励计 ...

证券代码：838924 证券简称：广脉科技 公告编号：2025-120 广脉科技股份有限公司 独立董事专门会议关于 2025 年股权激励计划（草案）的核查意见 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。 广脉科技股份有限公司（以下简称"公司"）独立董事专门会议，根据《中 华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以下 简称《证券法》）、《上市公司股权激励管理办法》（以下简称《管理办法》）、《北 京证券交易所上市公司持续监管办法（试行）》（以下简称《持续监管办法》）、《北 京证券交易所股票上市规则》（以下简称《上市规则》）、《北京证券交易所上市公 司持续监管指引第 3 号——股权激励和员工持股计划》（以下简称《监管指引第 3 号》）等有关法律、法规和规范性文件以及《广脉科技股份有限公司章程》（以 下简称《公司章程》）的有关规定，对《广脉科技股份有限公司 2025 年股权激励 计划（草案）》（以下简称"本激励计划"、"激励计划"）进行了核查，发表核 查意见如下： 1、公司不存 ...