Group 1 - The manufacturing Purchasing Managers' Index (PMI) for December 2024 is reported at 50.1%, a slight decrease of 0.2 percentage points from the previous month, aligning with market expectations [2] - In the manufacturing PMI components, the production index, new orders index, and supplier delivery time index are above the critical point, while the raw material inventory index and employment index are below the critical point [1] - The economic outlook for the fourth quarter is stabilizing, with expectations for a 5% growth in China's economy for 2024 [3] Group 2 - The consumer goods industry PMI for December is at 51.4%, an increase of 0.6 percentage points from the previous month, driven by the trade-in policy for old goods and the upcoming Spring Festival [4] - The equipment manufacturing PMI stands at 50.6%, remaining in the expansion zone for five consecutive months [4] - The high-energy-consuming industries PMI is at 48.8%, reflecting a decrease of 0.4 percentage points from the previous month, indicating a decline in economic activity in this sector [4]

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。 2024 年 12 月 27 日，浙商证券股份有限公司（以下简称"公司"）收到中国 证券登记结算有限责任公司北京分公司通知，重庆国际信托股份有限公司、天津 重信科技发展有限公司、重庆嘉鸿盛鑫商贸有限公司、深圳市远为投资有限公司、 深圳中峻投资有限公司、国华能源投资有限公司、同方创新投资（深圳）有限公 司、嘉融投资有限公司合计持有的国都证券股份有限公司（以下简称"国都证券"） 1,997,043,125 股股份已完成过户登记，全部划转至公司。 证券代码：601878 证券简称：浙商证券 公告编号：2024-098 浙商证券股份有限公司 关于收购国都证券股份有限公司股份完成过户的公告 浙商证券股份有限公司董事会 2024 年 12 月 28 日 1 本次股份变动完成后，公司持有国都证券 1,997,043,125 股股份，占国都证 券总股本的 34.25%。 特此公告。 ...

经审议，作出决议如下： 一、审议通过公司《关于审定<浙商证券股份有限公司高级管理人员薪酬考 核办法（2024 年修订）>的议案》 证券代码：601878 证券简称：浙商证券 公告编号：2024-097 浙商证券股份有限公司 第四届董事会第二十七次会议决议公告 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个别及连带责任。 浙商证券股份有限公司（以下简称"公司"）第四届董事会第二十七次会议 于 2024 年 12 月 18 日以书面方式通知全体董事，于 2024 年 12 月 27 日以通讯表 决方式召开。会议应表决董事 9 人，实际表决董事 9 人。会议的召开符合《公司 法》和《公司章程》规定。 二、审议通过公司《关于修订<浙商证券股份有限公司投资管理办法>的议 案》 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 浙商证券股份有限公司董事会 2024 年 12 月 28 日 表决结果：9 票同意，0 票反对，0 票弃权。 本议案提交董事会前已经公司董事会提名与薪酬委员会审议通过。 ...

本次股份变动完成后，公司持有国都证券19.97亿股股份，占国都证券总股本的34.25%。 财联社12月27日电，浙商证券公告，公司已收到中国证券登记结算有限责任公司北京分公司通知，重庆 国际信托股份有限公司、天津重信科技发展有限公司、重庆嘉鸿盛鑫商贸有限公司、深圳市远为投资有 限公司、深圳中峻投资有限公司、国华能源投资有限公司、同方创新投资（深圳）有限公司、嘉融投资 有限公司合计持有的国都证券1,997,043,125股股份已完成过户登记，全部划转至公司。 ...

Group 1 - The company primarily engages in the design, manufacturing, and sales of industrial valves, with product lines including ball valves, gate valves, globe valves, check valves, butterfly valves, and wellhead equipment, applicable in various sectors such as oil, natural gas, refining, chemicals, power generation, and shipping [1] - The company has signed a "Joint Action Agreement" to ensure consistent decision-making among its major shareholders, which is effective until December 31, 2027 [2][14] - The company has not experienced any changes in its controlling shareholders or actual controllers during the reporting period and prior to this issuance [3] Group 2 - For the period from January to September 2024, the company achieved operating revenue of 583.07 million yuan, an increase of 18.37% year-on-year, and a net profit attributable to the parent company of 50.16 million yuan, up 44.82% year-on-year [8] - The company plans to raise approximately 116.88 million yuan through the issuance of shares, with a net amount of 99.16 million yuan after deducting issuance costs [7][19] - The company expects its operating revenue for 2024 to be between 700 million yuan and 780 million yuan, representing a year-on-year growth of approximately 3.04% to 14.82% [30] Group 3 - The company has implemented cash dividends in recent years, totaling 62.84 million yuan over four years [21] - The company’s stock was listed on the Beijing Stock Exchange, opening at 21.00 yuan and closing at 21.70 yuan, reflecting significant price increases of 498.29% and 518.23% respectively [22] - The company’s total market capitalization reached 3.046 billion yuan following its listing [22] Group 4 - The company’s revenue for the years 2021 to 2023 was 451 million yuan, 616 million yuan, and 679 million yuan respectively, with net profits of 22.16 million yuan, 43.01 million yuan, and 60.59 million yuan [20] - The company’s cash flow from operating activities showed a decline in 2024, with a net cash flow of 23.24 million yuan, down 40.15% year-on-year [8]

Group 1 - The core viewpoint highlights the emergence of consumer-grade AI glasses as a popular product, with major tech companies increasing their investments in this area [1][5] - The trend of multimodal AI is advancing, marking a new phase in the deployment of AI at the edge [4] - AI PCs and smartphones are seen as the core of personal AI applications, integrating all AI ecosystems for consumers and reshaping usage habits [12] Group 2 - AI headphones are experiencing rapid growth, with sales on Chinese e-commerce platforms increasing by 763.3% year-on-year as of August 2024, and total sales expected to exceed 200,000 units, a 488.7% increase [14] - The AI ecosystem is expanding around core devices, with System on Chip (SoC) being a crucial component, as demand for SoC chips is expected to rise in both quantity and price [10][15] - Different AI devices will have varying demands for SoC based on their roles in the ecosystem, leading to a market with more differentiated products as trade-offs between power consumption, performance, and speed become necessary [15]

证券代码：601878 证券简称：浙商证券 公告编号：2024-096 浙商证券股份有限公司 2024 年度第六期短期融资券发行结果公告 1、中国货币网，http://www.chinamoney.com.cn； 2、上海清算所网站，http://www.shclearing.com。 特此公告。 浙商证券股份有限公司董事会 2024 年 12 月 11 日 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。 浙商证券股份有限公司 2024 年度第六期短期融资券已于 2024 年 12 月 9 日 发行完毕，相关发行情况如下： | 短期融资券名称 | | 浙商证券股份有限公司 | | | 2024 年度第六期短期融资券 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 短期融资券发行简称 | 24 | 浙商证券 | | CP006 | 短期融资券流通代码 | 072410253 | | | 发行日 | 2024 | 年 12 | 月 | 6 日 | 起息日期 ...

Core Viewpoint - Current inflation levels are in the early stage of bottoming out and recovering, with significant room for effective demand recovery, suggesting that monetary policy still has space for reductions in reserve requirements and interest rates [1] Asset Classes - A-shares are expected to benefit from an increase in risk appetite, with a preference for small-cap growth stocks; the valuation improvement potential for technology stocks is relatively large, recommending focus on high-elasticity sectors such as the ChiNext, STAR Market 50, and Northern Exchange 50 [1] - In the fixed income sector, the current risk-free interest rate is gradually approaching a new equilibrium level, with expectations that the 10-year government bond yield will exhibit a generally oscillating trend, making it difficult for long-term rates to face upward risks; credit spreads are likely to narrow, with short-duration city investment bonds in lower credit quality regions being a primary allocation direction [1]

证券代码：601878 证券简称：浙商证券 公告编号：2024-095 浙商证券股份有限公司 2024 年中期利润分配方案公告 如在实施权益分派的股权登记日前公司总股本发生变动，公司拟维持每股 分配比例不变，相应调整分配总额。如后续总股本发生变化，将另行公告具体调 整情况。 重要内容提示： 一、利润分配方案内容 本公司 2024 年前三季度实现净利润人民币 1,190,973,269.88 元（母公司 报表，未经审计），根据《公司法》、《证券法》、《金融企业财务规则》、《公司章 程》的有关规定，分别提取 10%的法定盈余公积金、10%的一般风险准备金、10% 的交易风险准备金人民币共 357,291,980.96 元后，2024 年中期可供分配的利润 为人民币 833,681,288.92 元。加上以前年度未分配利润人民币 5,641,114,137.09 元，减去公司实施 2023 年利润分配方案分配的股利人民币 538,077,858.08 元，2024 年中期剩余累计可供投资者分配的利润为人民币 5,936,717,567.93 元。 根据证监会相关规定，证券公司可供分配利润中公允价值变动收益部分不 得 ...

表决结果：9 票同意，0 票反对，0 票弃权。 本议案提交董事会前已经公司董事会审计委员会审议通过。 证券代码：601878 证券简称：浙商证券 公告编号：2024-093 浙商证券股份有限公司 第四届董事会第二十六次会议决议公告 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个别及连带责任。 浙商证券股份有限公司（以下简称"公司"）第四届董事会第二十六次会议 于 2024 年 12 月 2 日以书面方式通知全体董事，于 2024 年 12 月 6 日以通讯表决 方式召开。会议应表决董事 9 人，实际表决董事 9 人。会议的召开符合《公司法》 和《公司章程》规定。 经审议，作出决议如下： 一、审议通过公司《关于公司 2024 年中期利润分配方案的议案》 公司拟向全体股东每股派发现金红利 0.05 元（含税）。截至 2024 年 10 月 31 日，公司总股本 4,001,125,328 股，扣除存放于公司回购专用证券账户的 38,781,600 股，即以 3,962,343,728 股为基数，计算合计拟派发现金红利 198,117,18 ...