Core Viewpoint - Fujian Shida Group Co., Ltd. reported a significant decline in its big data business revenue, with a 32.87 percentage point drop in revenue rate, highlighting the need for detailed disclosures regarding customer and supplier dynamics, revenue recognition, and the sustainability of its business model [1][2]. Financial Performance - The big data business generated revenue of 293.17 million yuan, accounting for 94.97% of total revenue in 2024 [2][12]. - The company experienced a net profit attributable to shareholders of -72.43 million yuan after deducting non-recurring gains and losses [1]. Customer and Supplier Dynamics - In 2024, three out of the top five customers were new, contributing 233 million yuan, which is 75.57% of total sales, with the largest customer accounting for 60.22% [1][9]. - The top five suppliers included three new suppliers, with a total procurement amount of 247 million yuan, representing 67.65% of total purchases, and the largest supplier accounting for 56.59% [1][9]. Revenue Recognition and Business Model - The company confirmed that revenue is primarily recognized upon project acceptance, with significant revenue concentrated in the fourth quarter due to project completion timelines [8][12]. - The system integration business remains the core model, with a focus on customized solutions based on client needs, leading to a substantial increase in the share of intelligent computing services [12][13]. Market Trends and Future Outlook - The company is actively expanding its presence in the intelligent computing market, with a projected increase in revenue from this sector to 73.61% in 2024, reflecting an 85.96% year-on-year growth [13]. - The establishment of a cross-border data service platform is expected to enhance revenue streams, with significant orders already in place for 2025 [13][14]. Risk Factors - The company faces market competition risks as the big data market expands, potentially leading to price reductions and profit margin pressures [15]. - Regulatory risks related to data security and compliance costs are increasing, which may impact operational costs and project execution [15].

关于对《福建实达集团股份有限公司2024年年度报告的 信息披露监管工作函》回复的专项说明 华兴专字[2025]24013230163 号 上海证券交易所： 华兴会计师事务所(特殊普通合伙)(以下简称本所或我们)作为福建实达 集团股份有限公司(以下简称实达集团或公司)2024年度财务报表的审计机构， 于2025年5月23日收到公司转来的上海证券交易所关于福建实达集团股份有 限公司2024年年度报告的信息披露监管工作函（上证公函【2025】0626号)， 对其中需要年审会计师发表意见的问题，基于实达集团对工作函相关问题的 说明以及我们对公司2024年度财务报表审计已执行的审计工作，现回复如下: (本专项说明除特别注明外，均以人民币万元列示，所涉统计数据中若出 现总数与各分项数值之和尾数不符的情况，均系四舍五入原因造成。) 福建实达集团股份有限公司 《2024 年年度报告的信息披露监管工作函》 回复的专项说明 华兴专字[2025]24013230163 号 华兴会计师事务所（特殊普通合伙） 1 问题 1.关于大数据业务。年报显示，报告期内大数据业务实现营业收入 2.93 亿元，同比下降 10.20%，营业成本 2. ...

证券代码：600734 证券简称：实达集团 公告编号：第2025－025号 福建实达集团股份有限公司 关于上海证券交易所对公司2024年年度报告 的信息披露监管工作函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 福建实达集团股份有限公司（以下简称实达集团或公司）于2025年5月22日收到 上海证券交易所《关于福建实达集团股份有限公司2024年年度报告的信息披露监管工 作函》（上证公函〔2025〕0626号）（以下简称工作函），公司及董事会高度重视， 组织相关人员对工作函所列问题进行了核查、落实，现回复如下： 问题1.关于大数据业务。年报显示，报告期内大数据业务实现营业收入2.93亿元， 同比下降10.20%，营业成本2.57亿元，同比增长43.49%，毛利率12.17%，同比下滑 32.87个百分点。公司第四季度营业收入2.45亿元，占营业收入的79.43%。年报显示， 公司前五名客户中3名为新增客户，销售额合计2.33亿元，占年度销售总额的75.57%， 其中第一大客户销售占比60.22%。公司前五名供应商 ...

Core Viewpoint - The data security sector has shown a positive performance with a 1.33% increase, ranking 9th among concept sectors, indicating strong investor interest and potential growth opportunities in this area [1][2]. Group 1: Sector Performance - As of June 26, the data security concept saw 99 stocks rise, with notable gainers including *ST Guangdao at a 30% limit up, and others like Xin'an Century and Kexin Information both reaching 20% limit up [1]. - The top gainers in the sector included *ST Tianyu, Changliang Technology, and Dongfang Guoxin, with increases of 13.30%, 12.31%, and 10.35% respectively [1]. - Conversely, the worst performers were Zhongcheng Technology, Hengyin Technology, and *ST Xintong, which fell by 4.29%, 4.03%, and 3.07% respectively [1]. Group 2: Capital Inflow - The data security sector attracted a net inflow of 1.19 billion yuan from major funds, with 67 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in inflows [2]. - The leading stock in terms of net inflow was Zhongke Shuguang, which saw an inflow of 834 million yuan, followed by Chutianlong and Changliang Technology with inflows of 726 million yuan and 315 million yuan respectively [2]. - Stocks with the highest net inflow ratios included Jida Zhengyuan at 55.27%, Shida Group at 26.14%, and Chutianlong at 25.06% [3]. Group 3: Stock Performance Metrics - Zhongke Shuguang had a daily increase of 3.66% with a turnover rate of 6.47%, while Chutianlong surged by 9.99% with a turnover rate of 27.00% [3]. - Other notable performers included Kexin Information with a 20.01% increase and a turnover rate of 32.34%, and Dongfang Guoxin with a 10.35% increase and a turnover rate of 15.25% [3]. - The overall performance metrics indicate a healthy trading environment within the data security sector, with several stocks showing significant gains and high turnover rates [3].

Group 1 - The core viewpoint of the news is that Fujian Shida Group Co., Ltd. has shown significant revenue growth but a decline in net profit in its latest quarterly report [1] - As of June 12, 2025, Fujian Shida Group's stock closed at 3.87 yuan, down 1.02%, with a turnover rate of 1.1% and a trading volume of 239,300 hands, amounting to 92.97 million yuan [1] - The company's latest quarterly report indicates total operating revenue of 41.51 million yuan, a year-on-year increase of 871.42%, while net profit attributable to shareholders decreased by 44.53% to 19.63 million yuan [1] Group 2 - Fujian Shida Group has made investments in 22 companies and participated in 176 bidding projects, indicating active engagement in business expansion [2] - The company holds 26 trademark registrations and 34 patents, showcasing its commitment to intellectual property [2] - Additionally, Fujian Shida Group possesses 11 administrative licenses, reflecting its compliance and operational capabilities [2]

Core Viewpoint - The article highlights the rampant insider trading in the A-share market, indicating that the frequency and audacity of such activities have reached unprecedented levels, overshadowing previous regulatory efforts [3][22]. Group 1: Instances of Pre-announcement Price Surge - Guokewi announced on June 6 its intention to acquire 94.366% of Zhongxin Ningbo's equity, leading to a 20% price surge on May 20, just before the announcement [5]. - Shangluo Electronics saw a 22.82% increase over four trading days prior to its announcement on June 4 regarding the acquisition of Guangzhou Ligong Technology [6]. - Bangji Technology's stock price surged on June 4 before announcing its acquisition plans [7]. - ST Jinbi experienced a 7.13% increase in the two trading days leading up to its announcement on June 4 regarding a share transfer [8]. - Huamao Technology's stock rose by 11.16% in the three trading days before its June 4 announcement of acquiring Shenzhen Fuchuang Youyue Technology [9]. Group 2: Long-term Price Increases Before Major Announcements - Honghui Fruits and Vegetables saw a 38.14% increase from April 1 to June 6, despite only a 2.97% rise on the announcement day [23]. - Maipu Medical's stock surged over 69.61% from April 7 to May 21, with significant increases noted before its announcement [23]. - Haitai Development's stock rose by 73.84% from April 7 to June 5, despite only a 1.73% increase on the announcement day [23]. - Feiyada's stock increased by 50.76% in May, with multiple days of over 9% gains leading up to its announcement on June 4 [23]. Group 3: Techniques of Insider Trading - The article discusses the strategy of creating false market signals to mislead investors, as seen in the case of Qunxing Toys, which experienced a sudden surge in trading volume before announcing a major asset restructuring [29]. - The practice of buying shares before creating favorable news is highlighted, with examples such as Diou Home, where the actual controller's shareholding was transferred to a related party [31]. - The article notes that insider trading is often concealed effectively, making it difficult for regulatory bodies to detect [34]. Group 4: Regulatory Challenges - The article emphasizes that even significant price increases do not necessarily trigger regulatory scrutiny, as companies can claim no insider information was leaked [36][38]. - Instances of companies reporting substantial price increases before announcements without facing consequences illustrate the challenges in enforcing regulations [40][41].

Group 1 - China State Construction signed new contracts totaling 1.52 trillion yuan from January to April, representing a year-on-year increase of 2.8% [1] - Yongpu Medical's subsidiary obtained a medical device business license valid until May 7, 2030, allowing it to engage in medical device retail and wholesale [1] - Ningbo Maritime received a government subsidy of 4.42 million yuan, which will impact its net profit for the fiscal year 2025 [1] Group 2 - Mingpu Optoelectronics obtained a patent for a magnetic powder core and its preparation method, enhancing its capabilities in magnetic materials technology [1] - Digital Zhitong plans to establish a wholly-owned subsidiary in Beijing with a registered capital of 5 million yuan [1] - Zhongmin Energy's shareholder plans to reduce its stake by up to 0.28% of the company's total shares [1][6] Group 3 - Tunnel Holdings' controlling shareholder intends to increase its stake in the company by investing between 250 million to 500 million yuan [1] - China Telecom appointed Liu Guiqing as the new President and COO [1] - Datang Power completed the issuance of 3 billion yuan in medium-term notes, with proceeds aimed at repaying debt and supplementing working capital [1] Group 4 - *ST Weihai won a bid for a flood control project worth 182 million yuan, accounting for 7.35% of its audited revenue for 2024 [1] - Huijin Tong announced a cash dividend of 0.0868 yuan per share, totaling 29.44 million yuan [1] - Xinkai Energy's shareholders plan to reduce their holdings by a combined total of 4% of the company's shares [1][39] Group 5 - Xinhuan Group's subsidiary won a 1.02 billion yuan nuclear power project contract [1] - Southern Airlines reported a 12.14% year-on-year increase in passenger turnover for April [1] - Xinjiang Torch plans to acquire 100% equity of Yushan Litai for 125 million yuan [1]

证券代码：600734 证券简称：实达集团 公告编号：第2025－024号 福建实达集团股份有限公司董事会 2025 年 5 月 16 日 1 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 福建实达集团股份有限公司（以下简称公司）董事会于 2025 年 5 月 15 日收到郑龙 先生的辞职信，郑龙先生因个人职业规划原因申请辞去公司副总裁等一切职务。郑龙先 生辞去该职务后不再担任公司及下属子公司任何职务。 根据《公司法》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》及 《公司章程》等有关规定，其辞职信自送达董事会之日起生效。郑龙先生辞去副总裁职 务不会对公司日常管理和经营运作产生影响。 郑龙先生在任副总裁期间勤勉尽责、恪尽职守，公司及董事会对其在任期间所做出 的突出贡献表示衷心感谢！ 特此公告。 福建实达集团股份有限公司 关于公司副总裁辞职的公告 ...

本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 5 月 8 日 (二)股东大会召开的地点：福建省福州市闽侯县荆溪镇杜坞 43 号大数据科技园 D6 栋二层会议室 证券代码：600734 证券简称：实达集团 公告编号：第 2025-023 号 福建实达集团股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 1,018 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 616,686,968 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 28.3104 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会的召集和召开程序、出席会议人员资格及表决程序符合《公司 法》、《股票上市规则》及《公司章程》的 ...

1 福建至理律师事务所 关于福建实达集团股份有限公司 关于福建实达集团股份有限公司 2024 年年度股东大会的 法 律 意 见 书 福建至理律师事务所 地址：福州市鼓楼区洪山园路华润万象城三期 TB#写字楼 22 层 电话：（86 591）8806 5558 传真：（86 591）8806 8008 网址：http://www.zenithlawyer.com 2024 年年度股东大会的法律意见书 闽理非诉字〔2025〕第 076 号 致：福建实达集团股份有限公司 福建至理律师事务所（以下简称本所）接受福建实达集团股份有限公司（以 下简称公司）之委托，指派蒋慧、韩叙律师（以下简称本所律师）出席公司 2024 年年度股东大会（以下简称本次会议），并依据《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 股东会规则》、《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 （以下简称《自律监管指引第 1 号》）等有关法律、法规、规范性文件以及《福 建实达集团股份有限公司章程》（以下简称《公司章程》）之规定出具法律意见。 对于本法律意见书，本所特作如下 ...