国金证券股份有限公司 关于苏州英华特涡旋技术股份有限公司 继续使用部分暂时闲置募集资金 进行现金管理的核查意见 国金证券股份有限公司（以下简称"国金证券""保荐人"）作为苏州英华特涡 旋技术股份有限公司（以下简称"英华特"或"公司"）首次公开发行并上市的保荐 人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板股票上市 规则》 《上市公司募集资金监管规则》 《深圳证券交易所上市公司自律监管指引第 置募集资金进行现金管理的事项进行了审慎核查，核查情况及核查意见如下： 一、募集资金的基本情况 经中国证券监督管理委员会（以下简称"中国证监会"） 《关于同意苏州英华 特涡旋技术股份有限公司首次公开发行股票注册的批复》（证监许可[2023]1049 号）同意注册，并经深圳证券交易所同意，公司首次向社会公开发行人民币普通 股（A 股）股票 1,463 万股，每股面值 1.00 元，每股发行价格为人民币 51.39 元， 本次发行募集资金总额为人民币 751,835,700.00 元，扣除全部发行费用（不含税） 人民币 95,388,430.36 元后，实际募集资金净额为人民币 656,447,269.64 元。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监（CFO）群体薪酬规模合计达42.70亿元，平均年薪 为81.48万元。 在2024年证券公司财务总监薪酬榜单中，国金证券财务总监姜文国以197.61万元年薪位列行业第六，成 为年龄最大的四位CFO之一（58岁），却遭遇全行业最大幅度降薪（-279.37万元）。基于严格依据表 格数据（共35家券商CFO），这位资深财务领袖的薪酬波动与年龄经验形成鲜明对比，折射券商行业转 型期的阵痛。 薪酬：稳居第六，头部阵营守门人 姜文国的年薪在35位CFO中排名第六，与第五名华鑫股份田明（203.24万元）相差5.63万元，但显著领 先第七名方正证券李岩（184.63万元）。其薪酬是行业最低值（华安证券龚胜昔54.9万元）的3.6倍，在 头部券商中保持竞争力，彰显国金证券对资深高管的重视。 薪酬变化：降幅第一，行业 ...

Group 1 - The core viewpoint of the articles is that Guojin Securities' "AI Investment Advisory" service provides a new solution to the complexities faced by investors in trading and decision-making processes [1][2][3] - The AI Investment Advisory leverages financial technology to reconstruct the investment advisory service system, enabling deep analysis and interpretation of market information, thus enhancing decision-making efficiency for investors [1][2] - The service offers personalized stock and fund selection recommendations based on user profiles and historical trading data, catering to individual preferences for large-cap or small-cap stocks [2][3] Group 2 - Guojin Securities' AI Investment Advisory helps investors avoid emotional biases during trading by providing clear operational guidance, including reference price ranges and position suggestions based on underlying algorithmic strategies [2] - The service is accessible to a broad audience, allowing small and medium investors to receive customized asset allocation plans without high capital thresholds, promoting inclusive finance [3] - The AI Investment Advisory simplifies the investment process from information filtering to personalized selection and decision-making support, making intelligent investment tools available to the general public [3]

Group 1 - The core viewpoint of the report is that Aima Technology (603529.SH) is rated as a "buy" with a target price of 56.64 yuan, reflecting a positive outlook on the company's growth potential [2] - The report highlights that advancements in three-electric technology and smart features are driving an increase in average selling price (ASP), with clear growth logic in product and channel optimization [2] - The second growth curve for the company includes international expansion and the electric tricycle segment, which opens up new growth opportunities [2] Group 2 - The report mentions potential risks such as weak stimulus for terminal replacement through trade-in programs, intense competition leading to price wars, significant fluctuations in raw material prices, risks associated with share unlocks, and the risk of convertible bonds trading above the current stock price [2]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监（CFO）群体薪酬规模合计达42.70亿元，平均年薪 为81.48万元。 美的集团财务总监钟铮年薪946万元最高 焦作万方财务总监焦纪芳涨薪309.53万元第一 焦作万方财务总监焦纪芳薪酬从2023年的101.76万元，提升至2024年的411.29万元，涨薪309.53万元， 成为A股CFO涨薪榜第一名。 蓝英装备财务总监余之森薪酬从2023年的15万元，提升至2024年的320.1万元，涨薪305.1万元，成为A 股CFO涨薪榜第二名。 海大集团财务总监杨少林从2023年的198.42万元，提升至2024年的425.81万元，涨薪227万元，成为A股 CFO涨薪榜第三名。 隆基绿能财务总监刘学文薪酬暴跌49.01%，降低433.64万元 隆基绿能财务总监刘学文2024年薪451.11万元，前一年为 ...

Core Viewpoint - The article highlights the performance of new IPOs in the A-share market from January to July 2025, indicating a significant increase in both the number of new listings and the total funds raised compared to the same period last year [1]. Group 1: IPO Performance - A total of 59 new companies were listed in the A-share market from January to July 2025, representing an 18.00% increase from 50 companies in the same period last year [1]. - The net fundraising amount for these 59 new listings reached 544.21 billion yuan, which is a 63.83% increase compared to 332.18 billion yuan in the previous year [1]. Group 2: Underwriting Institutions Ranking - 26 underwriting institutions participated in the IPOs of the 59 new companies, with a total of 60 deals due to dual appointments for some companies [2]. - The top three underwriting institutions by the number of deals are: - First: Guotai Junan with 7 deals - Second: Huatai United and CITIC Securities, each with 6 deals [2]. Group 3: Legal and Accounting Firms Ranking - 25 law firms provided legal services for the 59 new IPOs, with the top three being: - First: Shanghai Jintiancheng with 9 deals - Second: Beijing Zhonglun with 6 deals - Third: Guangdong Xinda with 4 deals [5]. - 15 accounting firms provided auditing services for the IPOs, with the top three being: - First: Rongcheng with 13 deals - Second: Lixin and Tianjian, each with 9 deals [5].

Core Viewpoint - Aima Technology (爱玛科技) is positioned for growth driven by product and channel optimization, with a target price of 56.64 yuan and a "buy" rating from Guojin Securities [1] Group 1: Product and Channel Optimization - The average selling price (ASP) is expected to rise due to advancements in three-electric technology and increased smart features in products [2] - The company is expanding its product line to attract a broader consumer base, particularly targeting male customers [2] - There is potential for channel growth with over 30,000 stores, focusing on improving store efficiency and upgrading locations in first and second-tier cities [2] Group 2: Industry Dynamics - The electric two-wheeler industry is anticipated to benefit from new national standards, product launches, and trade-in policies, enhancing market conditions [2] - In the first half of 2025, domestic sales of electric two-wheelers are projected to reach 32.32 million units, a year-on-year increase of 29.5%, with Aima's sales growing by 39.2% [2] Group 3: New Growth Areas - The electric three-wheeler segment is expected to generate 1.95 billion yuan in revenue in 2024, with a gross margin of 22.4% and sales of 550,000 units, reflecting a year-on-year growth of 29% [3] - Aima is expanding its brand internationally, with over 100 stores in Southeast Asia and plans to enter the European and American markets through e-bikes [3] Group 4: Financial Projections and Valuation - Forecasted net profits for 2025, 2026, and 2027 are 2.46 billion, 2.92 billion, and 3.32 billion yuan, respectively, representing year-on-year growth of 23.8%, 18.8%, and 17.1% [4] - The company is valued at a 20x P/E ratio for 2025, aligning with its industry leadership and channel advantages [4]

国金证券股份有限公司 关于江西沐邦高科股份有限公司 未能按期归还临时补充流动资金的闲置募集资金的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐人"）作为江西沐邦高 科股份有限公司（以下简称"沐邦高科"或"公司" ）向特定对象发行股票的保荐人， 根据《证券发行上市保荐业务管理办法》 《上海证券交易所股票上市规则》 《上市公司 募集资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 等相关法律、法规和规范性文件的规定，对沐邦高科未能按期归还临时补充流动资金 的闲置募集资金的情况进行了核查，具体情况如下： 一、募集资金基本情况 根据中国证监会出具的《关于同意江西沐邦高科股份有限公司向特定对象发行 股票注册的批复》（证监许可〔2023〕2928 号），公司向特定对象发行人民币普通股 扣除不含增值税发行费用人民币 16,138,375.95 元后，实际募集资金净额为人民币 款人民币 1,405,301,480.90 元已全部到账。大华会计师事务所（特殊普通合伙）对募 集资金到位情况进行了审验并出具了《江西沐邦高科股份有限公司发行人民币普通 股（A 股）91,007,017 股后实收 ...

Group 1 - The core point of the article is the review of the share pledge, unpledging, and freezing of shares by the controlling shareholder of Jiangxi Mubang High-Tech Co., Ltd. [1][10] - Jiangxi Mubang New Energy Holding Co., Ltd. unpledged 40,183,006 shares, accounting for 45.90% of its holdings and 9.27% of the company's total share capital [1][2] - The remaining pledged shares amount to 33,116,994 shares, which is 37.83% of the shares held by the controlling shareholder and 7.64% of the company's total share capital [1][2] Group 2 - The controlling shareholder pledged 10 million shares to Jinko Power Technology Co., Ltd. to secure its debt [4][5] - A total of 1,000,000 shares were pledged to Shenzhen Zhizhuo Investment Consulting Partnership as collateral for a loan of 50 million yuan [6][7] - The controlling shareholder's shares are subject to judicial freezing due to a lawsuit filed by Shenzhen Zhizhuo for overdue repayment [6][7] Group 3 - The controlling shareholder has occupied company funds amounting to 107.19 million yuan as of December 31, 2024, and 46.06 million yuan as of June 30, 2025 [8][11] - The total number of shares pledged and frozen due to debts related to Shenzhen Zhizhuo is 10,470,610 shares, which is 11.96% of the total share capital [7][9] - If the controlling shareholder fails to repay debts, it may lead to adverse effects on the company's operations and governance [9][11]

Core Viewpoint - The company, Maolai Optics (688502), has shown significant growth in its financial performance and is actively engaging with investors regarding its business developments and market expectations [1][6]. Company Overview - Maolai Optics specializes in the research, design, manufacturing, and sales of precision optical devices, optical lenses, and optical systems [6]. - The company reported a main revenue of 142 million yuan in Q1 2025, representing a year-on-year increase of 28.23% [6]. Financial Performance - The net profit attributable to shareholders for Q1 2025 was 16.64 million yuan, up 288.73% year-on-year [6]. - The net profit after deducting non-recurring gains and losses was 13.27 million yuan, reflecting a substantial increase of 455.51% year-on-year [6]. - The gross margin for Q1 2025 was 50.49%, showing a slight improvement compared to 2024 [2][6]. Research and Development - The company has emphasized self-innovation and has made significant advancements in its core technologies, including polishing, coating, bonding, and optical lens design [3]. - The production capacity for key applications, particularly objective lenses, has significantly improved due to stable production processes [3]. Market Expectations - In the semiconductor sector, the company has achieved notable results in 2024, with some products successfully transitioning from the R&D phase to mass production [4]. - The company is optimistic about its business development and does not solely rely on external market growth [4]. Investor Engagement - The company has been actively communicating with investors while adhering to information disclosure regulations, ensuring that discussions do not involve undisclosed significant information [2]. Analyst Ratings - In the last 90 days, two institutions have provided ratings for the stock, both recommending an increase in holdings [7]. Financing Activity - Recent financing data indicates a net inflow of 93.73 million yuan in the last three months, with an increase in financing balance [8].