每经科技的并购动态并非个例。近期多家科技企业密集推出面向教育、医疗等场景的垂直解决方案，企 业级垂类AI领域的产业合作与场景落地持续深化，投资机构调研频次也显著提升。 12月9日晚，一则并购消息引发行业关注。上市公司博瑞传播宣布拟受让成都传媒集团及每经传媒合计 持有的每经数智（成都）科技有限公司（以下简称每经科技）51%股权，交易金额为6649.02万元。 据介绍，每经科技成立于2018年12月，2022年11月被每经传媒整合控股后，其核心业务聚焦于企业级 AI应用赛道，深耕内容生产与传播场景，以自研智能化软件产品与场景化解决方案为核心，助力金 融、政务、企业及媒体等机构实现智能传播。博瑞传播入主后，将与每经传媒深度合作，全面助力每经 科技打造智能传播头部企业。 IDC的报告显示，2024年下半年中国企业级应用管理软件市场规模已达54.3亿美元，同比增长7.0%；在 国产化替代加速、AI大模型深度渗透等利好推动下，预计2029年市场规模将飙升至175.2亿美元，2024 年～2029年复合增长率达11.2%，正式进入高速增长周期。 （文章来源：每日经济新闻） 在基础模型成熟与企业刚性需求释放的双重驱动下，企业 ...

近期，企业级垂类AI赛道动作频频。 当前，企业级垂类AI应用正从技术探索迈入规模化落地的关键阶段，成为投资机构关注的热门赛道之 一。在基础模型成熟、市场需求释放与政策扶持的多重驱动下，这一领域不仅关注度持续攀升，市场规 模更呈现爆发式增长态势。 来自国际数据公司（IDC）的报告显示，2024年下半年中国企业级应用管理软件市场规模已达54.3亿美 元，同比增长7.0%；在国产化替代加速、AI大模型深度渗透等利好推动下，预计2029年市场规模将飙 升至175.2亿美元，2024年～2029年复合增长率达11.2%，正式进入高速增长周期。 在不少行业人士看来，企业级垂类AI应用成为投资新焦点，本质是技术成熟与市场需求的双重必然。 盛景嘉成创投管理合伙人王湘云对《每日经济新闻》记者指出，首先，基础模型能力已提升至可支撑大 规模产业化的阶段，全球科技巨头的巨额资本投入已用实际行动验证了技术路线的可行性；更重要的 是，企业级场景具备更广阔的发展空间与竞争优势，企业级垂类AI能精准解决提效、降本、增收的刚 性需求，通过数据积累与行业经验沉淀构建深厚商业护城河，其价值已超越传统软件工具，成为支撑企 业复杂决策的智能调度系统。 ...

Group 1 - The Chinese Ministry of Foreign Affairs noted the U.S. decision to allow NVIDIA to sell H200 AI chips to approved customers in China, emphasizing the importance of cooperation for mutual benefit between China and the U.S. [1] - The Chinese Ministry of Commerce highlighted the retail sector as a key focus for developing a complete domestic demand system and promoting high-quality development during the 14th Five-Year Plan period [1] - A new multi-crystalline silicon capacity integration acquisition platform named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established with a registered capital of 3 billion, aimed at exploring strategic cooperation opportunities within the industry [1] Group 2 - The Ministry of Agriculture and Rural Affairs reported that pork supply in November was sufficient, with prices slightly decreasing. The number of breeding sows fell to 39.9 million, marking a 1.1% month-on-month decrease and a 2.1% year-on-year decrease [2] - The Quanzhou Municipal Committee proposed initiatives to enhance infrastructure connectivity with Taiwan, including improving transportation and utilities, and supporting Taiwanese residents in various aspects of life in Quanzhou [2] Group 3 - The draft measures to promote the sales of liquor in Guizhou include supporting collaboration between liquor companies and financial institutions, exploring new financial products, and ensuring product quality while combating market violations [3]

Group 1 - Rhein Biotech and Jia Mei Packaging's controlling shareholders are planning changes in company control, with trading suspension starting from December 10, 2025, for Rhein Biotech expected to last no more than 10 trading days and for Jia Mei Packaging no more than 2 trading days [1][2] - Rhein Biotech intends to acquire at least 80% of Beijing Jinkangpu Food Technology Co., Ltd. through a combination of issuing shares and cash payment, which will make Beijing Jinkangpu a subsidiary included in the consolidated financial statements [1] - Jia Mei Packaging's controlling shareholder is also in discussions regarding a potential change in control, with specific transaction details still under negotiation [2] Group 2 - Haiguang Information has terminated its plan to merge with Zhongke Shuguang through a share exchange, as approved in a board meeting on December 9, 2025 [3] - Huatai Medical plans to repurchase shares with a total amount not less than RMB 200 million and not exceeding RMB 250 million, with a repurchase price cap of RMB 315 per share [4] - Songcheng Performing Arts and Jingu Co., Ltd. also announced share repurchase plans, with Songcheng aiming for a total of RMB 100 million to RMB 200 million and Jingu targeting RMB 30 million to RMB 60 million [4] Group 3 - Xiamen Airport is planning to acquire 100% of the shares of Zhaoxiang Technology, a wholly-owned subsidiary of its controlling shareholder, Xiamen Xiangye Group [5] - Borui Communication intends to acquire 51% of Meijing Technology from related parties for a total price of RMB 66.49 million [6] - Gu Ao Technology's actual controller is planning a change in control, with trading suspension starting from December 8, 2025, and expected to last no more than 3 trading days [6] Group 4 - ST Kevin's application to revoke the risk warning on its stock has been approved, with trading suspension for one day on December 10, 2025, and resuming trading on December 11, 2025 [6] - Huailun Crystal's stock will be suspended for one day starting December 10, 2025, due to false disclosures in its annual reports for 2021 and 2022 [7] - The stock of Jia Ao Environmental Protection will also be suspended for one day on December 10, 2025, due to an administrative penalty notice received from the regulatory authority [12] Group 5 - The company Yongmota plans to invest approximately RMB 400 million in a new project for magnesium-aluminum alloy components for the automotive and robotics industries [20] - ST Ningke is executing a capital reserve transfer plan to increase its share capital, with a total share increase from 684.88 million to 1.62 billion shares [21] - Yingpais plans to increase its shareholding through a combination of bank loans and self-funding, with a total investment of no less than RMB 60 million and no more than RMB 120 million [22]

| | | 12月9日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 骏亚科技 | 应用于人形机器人的相关产品占公司营业收入比重很小 | | | 大业股份 | 从事航天动力系统、天线罩等航天产品研发生产目前净利润规模较小 | | 签约项目 | 水戊奏 | 拟约4亿元建设镁铝合金新材料汽车和机器人零部件智能制造项目 | | 合同中标 | 万马科技 | 预中标5994. 34万元国家电网招标采购项目 | | 股权转让 | 博瑞传播 | 拟6649.02万元收购每经科技合计51%股权 | | 回购 | 惠泰医疗 | 拟斥资2亿元-2.5亿元回购股份 | | 增减持 | 东华测试 | 控股股东及一致行动人拟减持不超过1.99%股份 | | 其他 | 天源迪科 | 董事长陈友被实施留置 | | | 海翔药业 | 与国科大杭州高等研究院签署共建先进合成技术产业研究院合华协议 | 【热点】 骏亚科技(603386.SH)：应用于人形机器人的相关产品占公司营业收入比重很小 大业股份(603278.SH)：主要从事航天动力系统、天线罩等航天产品研发生产，目前净利润规 ...

12月9日，三大指数涨跌不一，沪指、深成指震荡回落，创业板指冲高回落尾盘拉升。板块方面，算力硬件、零售、福建等板块涨幅居前，海南、有色金 属、煤炭等板块跌幅居前。全市场超4000只个股下跌。沪深两市成交额1.9万亿元，较上一个交易日缩量1327亿。 下面一起来看今天公募基金的表现。 2.单日跌幅榜 | 证券代码 | 让 : 间标 | 单日净值增长率(%) | 近1周回报(%) | 今年以来回报(%) | 基金经理(现任) | 基金规模(乙元) | | --- | --- | --- | --- | --- | --- | --- | | 011355.OF | 华泰柏瑞港股通时代机遇A | -4.07 | -5.06 | 23.71 | 何琦 | 6.58 | | 013674.OF | 长城价值甄选一年持有A | -3.9 | -0.2 | 73.48 | 陈子扬 | 0.9 | | 024895.OF | 泰康资源精选A | -3.79 | -0.08 | 34.94 | 刘少军 | 0.27 | | 021636.OF | 长城周期优选A | -3.61 | -0.32 | 54.97 | 陈子扬 | ...

Core Viewpoint - The acquisition of a 51% stake in Meijing Technology by Borui Communication is a strategic move to enhance its digital transformation and market competitiveness in the intelligent communication sector [1][4]. Group 1: Acquisition Details - Borui Communication plans to acquire a total of 51% equity in Meijing Technology, with 33.26% from Chengdu Media Group and 17.74% from Chengdu Meijing Media [1]. - After the acquisition, Meijing Technology will become a subsidiary of Borui Communication and will be included in its consolidated financial statements [1]. - The transaction price for the 51% stake is set at 66.49 million yuan, based on a valuation of 130 million yuan for Meijing Technology [3]. Group 2: Company Background and Products - Meijing Technology, established in December 2018 with a registered capital of 100 million yuan, focuses on AI-driven solutions for various industries [1][2]. - The company has developed several commercial products, including the "Yuyanzhixuan" AIGC intelligent creation platform, an intelligent media asset library, and Meijing AI TV [2]. - In 2024, the revenue from the "Yuyanzhixuan" platform is expected to account for 26.08% of total revenue, while the other two products will contribute a combined 44.34% [2]. Group 3: Financial Performance and Projections - For the fiscal year 2024, Meijing Technology is projected to generate revenue of 24.06 million yuan, with a net loss of 754,200 yuan [2]. - The company’s total assets as of June 30 were 92.40 million yuan, with net assets of 84.94 million yuan [2]. - Revenue is expected to grow to 35.53 million yuan by 2026, reaching 62.65 million yuan by 2029, with net profit projections of 602,540 yuan for the second half of this year and 1.03 million yuan by 2029 [3]. Group 4: Strategic Implications - The acquisition aligns with Borui Communication's strategy to capture market share in niche segments and enhance its production capabilities [4]. - Future collaboration with Meijing Media is planned to leverage resources and focus on intelligent communication in finance, government, and media sectors [4].

Group 1 - Longi Green Energy has decided to terminate its plan for issuing global depositary receipts overseas and listing on the Swiss Stock Exchange, citing stable production and operations as reasons for this cautious decision [1] - Borui Communication plans to acquire a 51% stake in Meijing Technology for 66.49 million yuan to enhance its focus on modern media and digital transformation [2] - Tianyuan Dike's chairman has been placed under detention by the local supervisory authority, but the company assures that its operations remain normal and unaffected [3] Group 2 - Rhine Biotech is planning a change in control and asset acquisition, leading to a suspension of its stock trading starting December 10 [4] - Fosun Pharma's subsidiary has signed a licensing agreement with Pfizer, which includes an upfront payment of 15 million USD and potential milestone payments up to 35 million USD for the development of a GLP-1R agonist [5] - Yongmaotai intends to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy components [6] Group 3 - Huayi Group's subsidiary has been ordered to suspend operations for environmental remediation, which is expected to impact production [7][8] - Boyuan Chemical's subsidiary has commenced trial production of a 1 million tons/year soda ash production line, enhancing its market position [9] - Tiandi Technology plans to invest 3.545 billion yuan in a research center for intelligent mining equipment in Xi'an [10] Group 4 - Daye Co. has a minor stake in Jiangbei Company, which focuses on aerospace products, but its financial impact is limited due to the small shareholding [11] - Xiamen Airport is planning to acquire 100% of its controlling shareholder's subsidiary to adapt to the upcoming changes in airport operations [12] - Zhaoyi Innovation has received approval from the CSRC for its overseas listing of H-shares, planning to issue up to 51.8 million shares [13] Group 5 - Yangfan New Materials' controlling shareholder has been released from detention, allowing normal operations to resume [14] - Tangrenshen reported a decline in pig sales revenue for November, with a 24.05% decrease month-on-month [15][16] - China Merchants Shekou achieved a sales amount of 14.094 billion yuan in November, with cumulative sales reaching 170.166 billion yuan for the year [17] Group 6 - Zhengbang Technology reported a slight increase in pig sales revenue for November, with a 8.55% rise month-on-month [18] - Luoniushan's pig sales revenue increased by 13.57% year-on-year in November, despite a slight decline in monthly sales [19] - Tiankang Bio reported a 1.2% increase in pig sales revenue for November, with a year-to-date decline in total revenue [20] Group 7 - Huitai Medical plans to repurchase shares worth 200 million to 250 million yuan for employee stock ownership plans [21] - Financial Street's major shareholder increased its stake by 703,840 shares, raising its ownership to nearly 15% [22] - Shenzhou Information's major shareholder plans to reduce its stake by up to 3% [23] Group 8 - Yingpais plans to increase its stake in the company by 60 million to 120 million yuan within six months [24] - Jingu Co. intends to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [25] - Songcheng Performing Arts plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [26] Group 9 - Bai'ao Intelligent has pre-won contracts for projects totaling 27.5 million yuan, which is expected to positively impact future performance [27] - Heshun Electric has been awarded a procurement project from the State Grid worth 107 million yuan, representing nearly 25% of its projected revenue [28] - Jinggong Technology signed a sales contract worth 729 million yuan, accounting for 42.16% of its expected annual revenue [29] Group 10 - Zhongchao Holdings' subsidiary received an order for high-temperature alloy precision castings worth 51.56 million yuan [30] - Wanma Technology has pre-won multiple projects from the State Grid totaling 59.94 million yuan [31] - ST Weihai, in partnership with a construction institute, won a contract for a smart agriculture project worth 652 million yuan [32] - Chongqing Construction's subsidiary has secured a construction project worth 1.714 billion yuan [33]

北京商报讯（记者 马换换 李佳雪）12月9日晚间，博瑞传播（600880）披露公告称，公司拟以自有资金 向关联方收购每经数智（成都）科技有限公司（以下简称"每经科技"）合计51%股权。以经评估的市场 价值定价为基础，本次交易价格确定约为6649.02万元。 公告显示，成都传媒集团为博瑞传播控股股东，每经传媒为公司控股股东控制的其他企业，二者均为公 司关联方，本次交易构成关联交易，不构成重大资产重组。其中，博瑞传播向关联方成都传媒集团收购 其持有的全部即33.26%股权、向关联方成都每经传媒有限公司（以下简称"每经传媒"）收购其持有的 17.74%股权。 博瑞传播表示，本次交易完成后，每经科技进入公司合并报表范围。公司将全面推动每经科技在技术、 产品、渠道、客户等方面与公司现有智慧管理、新媒体等业务板块联动。 据了解，每经科技是《每日经济新闻》重点孵化的高新技术企业，成立于2018年12月，2022年11月被每 经传媒整合控股后，其核心业务聚焦于企业级AI应用赛道，深耕内容生产与传播场景。 ...

本次交易完成后，每经科技进入公司合并报表范围。公司将全面推动每经科技在技术、产品、渠道、客 户等方面与公司现有智慧管理、新媒体等业务板块联动，通过有效探索、逐步融合发展，以期挖掘新产 品和新业务增长点。 博瑞传播（600880）(600880.SH)发布公告，公司拟以自有资金向关联方收购每经数智(成都)科技有限公 司(以下简称"每经科技"或"标的公司")合计51%股权。其中向关联方成都传媒集团收购其持有的全部即 33.26%股权、向关联方成都每经传媒有限公司(以下简称"每经传媒")收购其持有的17.74%股权。以经评 估的市场价值定价为基础，本次交易价格确定为人民币6,649.02万元。交易完成后，每经科技将成为公 司控股子公司并纳入公司合并报表范围。 标的公司每经科技为一家为聚焦于企业级AI应用赛道、以自研智能化软件产品与场景化解决方案为核 心、在智能传播领域正在逐步形成规模化落地应用的高新技术企业，过去几年均处于产品矩阵研发和市 场拓展期，而随着产品体系的成熟和完善，产品知名度的提升，有望进入成长期。 ...