运营商财经网 实习生郑永杰/文 近期，宝信软件发生重大人事变动，原董事长夏雪松辞任，运营商财经网由此关注到了宝信软件的高管 层，特别是副总经理黄颖雷。 （责任编辑：杨丹丹） 9月27日，他通过二级市场买卖，减持公司1.79万股，成交均价29.98元/股，减持53.66万元，变动后持 股数为29.75万股，截至到目前未发生变动。 副总经理陈健的薪酬由2023年的156.82万元下降到133.5万元；副总经理梁越永的薪酬由2023年的98.54 万元到下降到85.09万元；副总经理兼董事会秘书的刘慈玲2024年8月刚刚上任，目前她的薪酬为29.13万 元。 可以看到，黄颖雷不仅是2024年唯一一名涨薪的副总经理，且他在今年他薪酬水平超过了梁越永，在四 位副总中位列第二。 曾任上海宝信软件股份有限公司MES软件事业部副总经理、总经理；他在2023年8月17日被任命为宝信 软件的副总经理，负责公司的日常运营和管理。 黄颖雷在2024年进行减持，据上交所公告，9月25日，黄颖雷在二级市场买卖公司股票，减持股数0.21 万股，成交均价29.32元，变动金额6.16万元，变动后持股数为29.74万股。 此外，黄颖雷还担任宝 ...

股东大会会议资料 料 2025 年 7 月 21 日 第 1 页 股东大会会议资料 2025 年第一次临时股东大会会议须知 根据法律、法规和公司章程相关规定，为确保股东大会的顺利召开， 特制定大会会议须知如下，望出席股东大会的全体人员遵守执行。 上海宝信软件股份有限公司 2025 年第一次临时股东大会 会 议 资 一、股东大会有关事宜具体由董事会秘书室负责。 二、股东大会期间，董事会应以维护股东的合法权益，保证大会正常 秩序和议事效率为原则，认真履行法定职责。 三、股东凭有效证件出席股东大会，并依法享有发言权、咨询权、表 决权等各项权利。 四、股东如要求在大会发言，应在大会前向董事会秘书室报告，由董 事会秘书室负责安排。股东发言时，应首先报告其持有公司股份的数量， 每一名股东发言一般不超过两次，每次发言一般不超过 5 分钟。公司董事 会或经营管理人员应认真负责、有针对性地回答股东提出的问题，回答问 题的时间一般不超过 15 分钟。 五、本次大会采取记名方式投票表决。第 1 项议案实行累积投票制， 以普通决议表决通过，股东在所拥有的有效表决票数范围内选择表决票数。 现场表决前，推举两名股东代表参加计票、监票；表 ...

Group 1 - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 14, 2025 [1] - The leading company by market capitalization is 台棋电 (Taiwan Semiconductor Manufacturing Company) with a valuation of 11,949.75 million [3] - Tencent Holdings ranks second with a market cap of 5,815.18 million, followed by Alibaba at 2,546.4 million [3][4] Group 2 - Xiaomi Group is ranked fourth with a market capitalization of 1,889.61 million, while Pinduoduo follows in fifth place with 1,489.35 million [3][4] - Meituan and NetEase are positioned sixth and seventh, with market caps of 929.41 million and 812.27 million respectively [3][4] - Other notable companies in the top 10 include 东方财富 (East Money) at 523.39 million and 中芯国际 (SMIC) at 476.15 million [4][5] Group 3 - The rankings continue with companies like 京东 (JD.com) at 448.31 million and 快手 (Kuaishou) at 356.11 million [4][5] - Baidu, 理想汽车 (Li Auto), and 贝壳 (Beike) are also included in the top 15, with market caps of 298.84 million, 296.08 million, and 221.89 million respectively [4][5] - The list concludes with 云费智联 (Yunfei Zhili) at 41.76 million, marking the 50th position [6]

Investment Rating - Industry investment rating: Positive (maintained) [1] Core Viewpoints - The report highlights the strong performance of computing-related companies and maintains a positive outlook on the global AIDC (AI Data Center) industry chain, driven by increasing demand for data center infrastructure and AI applications [5][19] - The release of Grok 4 by XAI and the introduction of AWS's GB200 UltraServers are significant advancements in AI computing capabilities, enhancing the competitive landscape [16][17] Summary by Sections 1. Investment Insights - The report emphasizes the impressive earnings forecasts from several companies in the computing sector, with Ruijie Networks expecting a net profit of 400 million to 510 million yuan for H1 2025, representing a year-on-year growth of 160.11% to 231.64% [5][13] - Industrial Fulian anticipates a net profit of 6.727 billion to 6.927 billion yuan for Q2 2025, reflecting a year-on-year increase of 47.72% to 52.11% [15] - The demand for high-speed optical modules in computing centers is rapidly increasing, contributing to significant revenue growth for companies like Huagong Technology, which expects a net profit of 890 million to 950 million yuan for H1 2025, up 42.43% to 52.03% year-on-year [14] 2. Market Trends - As of May 2025, China has established 4.486 million 5G base stations, with a net increase of 235,000 stations since the end of 2024 [29] - The number of 5G mobile phone users reached 1.098 billion, marking a year-on-year growth of 21.3% [29] - The report notes a decline in 5G mobile phone shipments, with 21.19 million units shipped in May 2025, down 17.0% year-on-year [29] 3. Recommended Investment Targets - AIDC Infrastructure: Recommended stocks include New Idea Network Group, Baoxin Software, and Runze Technology; Beneficiary stocks include Guanghuan New Network, Aofei Data, and Century Interconnect [20] - IT Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Cambrian and Inspur [21] - Network Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Ruijie Networks and Yingtong Technology [22] - Cloud Computing: Beneficiary stocks include China Mobile, China Telecom, and China Unicom [25] - AI Applications: Beneficiary stocks include Guanghe Tong and Yiyuan Communication [26] - Satellite Internet & 6G: Beneficiary stocks include Haige Communication and Shenglu Communication [27]

Core Viewpoint - The China Securities Central Enterprise New Momentum Theme Index has shown a mixed performance, with a recent increase in value but a year-to-date decline, reflecting the overall market dynamics and the performance of selected central enterprise stocks [1][2]. Group 1: Index Performance - The China Securities Central Enterprise New Momentum Theme Index opened high and fluctuated, rising by 0.5% to 1629.68 points, with a trading volume of 19.58 billion yuan [1]. - Over the past month, the index has increased by 3.32%, while it has risen by 4.02% over the last three months, but has decreased by 0.88% year-to-date [1]. Group 2: Index Composition - The index comprises 45 representative listed companies from central enterprises under the State-owned Assets Supervision and Administration Commission, focusing on manufacturing, technology, and modern service industries [1]. - The top ten weighted stocks in the index include Hikvision (9.61%), Changan Automobile (8.91%), AVIC Optoelectronics (7.0%), and others, indicating a concentration in specific companies [1]. Group 3: Market Segmentation - The index's holdings are primarily concentrated in the Shenzhen Stock Exchange (62.23%), followed by the Shanghai Stock Exchange (37.40%) and a minimal presence in the Beijing Stock Exchange (0.37%) [1]. - In terms of industry distribution, the index shows a significant allocation to industrials (45.87%) and information technology (37.72%), with smaller allocations to consumer discretionary (9.36%), communication services (4.62%), financials (1.60%), and materials (0.84%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with changes implemented on the next trading day following the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances, such as delisting or corporate restructuring [2].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 11, 2025, highlighting significant players in the industry [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the list with a market capitalization of approximately $11,916.56 million [3]. - Tencent Holdings ranks second with a market capitalization of about $5,885.24 million [3]. - Alibaba is in third place with a market capitalization of around $2,544.49 million [3]. - Pinduoduo follows in fourth place with a market capitalization of $1,490.20 million [3]. - Meituan and NetEase are also notable, with market capitalizations of $947.31 million and $807.83 million, respectively [3][4]. Group 2: Additional Notable Companies - Semiconductor Manufacturing International Corporation (SMIC) has a market capitalization of $472.08 million, ranking eighth [4]. - JD.com and Tencent Music are positioned ninth and tenth, with market capitalizations of $450.04 million and $309.78 million, respectively [4]. - Baidu and Li Auto are also significant players, with market capitalizations of $304.03 million and $291.16 million [4]. Group 3: Emerging and Smaller Companies - Companies like Xpeng Motors and ZTO Express have market capitalizations of $166.15 million and $154.59 million, respectively [4]. - Other companies in the list include iFlytek with $149.34 million and Baosight Software with $95.10 million [4][5]. - The list also features companies like Kingdee International and Wancloud Data, with market capitalizations of $70.72 million and $67.09 million, respectively [5].

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 8, 2025, highlighting significant players in the industry and their respective valuations [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the list with a market capitalization of approximately $11,885.95 million [3]. - Tencent Holdings follows with a valuation of about $5,867.71 million [3]. - Alibaba ranks third with a market cap of $2,535.66 million [3]. - Xiaomi Group is positioned fourth with a market capitalization of $1,935.90 million [3]. Group 2: Additional Notable Companies - JD.com is ranked eighth with a market cap of $461.57 million [4]. - SMIC (Semiconductor Manufacturing International Corporation) is close behind at $456.82 million, ranking ninth [4]. - Kuaishou is in the tenth position with a valuation of $356.39 million [4]. - Tencent Music and Baidu are also notable, with market caps of $310.40 million and $308.67 million, respectively [4]. Group 3: Emerging Players - Li Auto and Beike are valued at $286.24 million and $216.73 million, respectively, indicating their growing presence in the market [4]. - Xpeng Motors and iFlytek have market caps of $170.73 million and $149.98 million, showcasing their potential in the automotive and AI sectors [4]. - Other companies like Zhongtong Express and Baoson Software are also making strides with valuations of $143.32 million and $94.87 million [4]. Group 4: Market Trends - The rankings reflect the competitive landscape of the Chinese technology sector, with significant fluctuations in market capitalizations among various companies [1]. - The data is calculated based on the daily market values, indicating the dynamic nature of the industry [6].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of July 7, 2025, highlighting their respective valuations in billions of dollars [1]. Group 1: Market Capitalization Rankings - The top three companies by market capitalization are: 1. Alibaba: $1,000.00 billion 2. Tencent: $800.00 billion 3. Baidu: $500.00 billion [3] - Other notable companies in the top 10 include: - JD.com: $462.29 billion - SMIC: $449.86 billion - Kuaishou: $344.87 billion [3][4] Group 2: Additional Rankings - Companies ranked from 11 to 20 include: - Tencent Music: $301.42 billion - Li Auto: $277.73 billion - Beike: $212.17 billion [4][5] - The rankings continue with companies such as: - Xpeng Motors: $179.69 billion - iFlytek: $149.88 billion - ZTO Express: $144.36 billion [5]

证券代码：600845 900926 证券简称：宝信软件 宝信 B 公告编号：临2025-030 上海宝信软件股份有限公司 关于召开2025年第一次临时股东大会的通知 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： 一、 召开会议的基本情况 (一)股东大会类型和届次 2025年第一次临时股东大会 (二)股东大会召集人：董事会 召开的日期时间：2025 年 7 月 21 日 14 点 30 分 召开地点：上海市宝山区湄浦路 361 号公司 302 会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 21 日 至2025 年 7 月 21 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 股东大会召开日期：2025年7月21日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 ( ...

股票代码：A600845 B900926 股票简称：宝信软件 宝信 B 编号：临 2025-029 上海宝信软件股份有限公司公告 一、提名董事候选人的议案 表决情况：同意 3 票，反对 0 票，弃权 0 票。是否通过：通过。 二、提议召开 2025 年第一次临时股东大会的议案 表决情况：同意 3 票，反对 0 票，弃权 0 票。是否通过：通过。 特此公告。 上海宝信软件股份有限公司 上海宝信软件股份有限公司 第十届监事会第三十次会议决议公告 本公司监事会及全体监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。 上海宝信软件股份有限公司第十届监事会第三十次会议通知于 2025 年 6 月 27 日以电子邮件的方式发出，于 2025 年 7 月 4 日以通讯表决方式召开， 应到监事 3 人，实到 3 人。本次会议符合《公司章程》和有关法律、法规 的要求，会议合法有效。 会议由监事会主席蒋育翔先生主持，审议了以下议案： 监 事 会 2025 年 7 月 5 日 - 1 - ...