（文章来源：证券日报） 证券日报网讯 1月8日，淳中科技发布公告称，公司2025年度审计项目签字注册会计师由张福建、刘会 习变更为张福建、季妍。 ...

关于变更签字会计师的公告 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。 北京淳中科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日、 2025 年 5 月 26 日分别召开第四届董事会第四次会议和 2024 年年度股东大会， 审议通过了《关于续聘 2025 年度审计机构的议案》，同意续聘立信会计师事 务所（特殊普通合伙）（以下简称"立信会计师事务所"）为公司 2025 年度 财务及内部控制审计机构。 具体详见公司于 2025 年 4 月 22 日披露的《关于续聘 2025 年度审计机构 的公告》（公告编号：2025-011），以及 2025 年 5 月 27 日披露的《北京淳中 科技股份有限公司 2024 年年度股东大会决议公告》（公告编号：2025-026）。 证券代码:603516 证券简称:淳中科技 公告编号:2026-001 北京淳中科技股份有限公司 本次签字会计师变更过程中相关工作安排将有序交接，变更事项不会对公 司 2025 年度财务报表及内部控制审计工作产生影响。 近日，公司收到立信 ...

Group 1: Market Overview - The A-share market experienced slight fluctuations on January 7, with the Shanghai Composite Index showing resilience by closing in the green, marking a rare occurrence of 14 consecutive bullish candles [1][3] - The overall market saw a moderate increase in trading volume, reaching 2.88 trillion yuan, with a higher number of declining stocks compared to advancing ones [1][3] Group 2: Sector Performance - The chip and fishery sectors showed significant activity, with the fishery index surging over 4% and stocks like Zhongshui Fishery (000798) hitting the daily limit [3][4] - Other active sectors included hotels and restaurants, while oil and gas extraction, aerospace equipment, and brain engineering faced declines [3] Group 3: Fund Flows - Major inflows were observed in the power and machinery sectors, with over 90 billion yuan in net inflows, while the computer sector saw a net outflow exceeding 40 billion yuan [3] - The market sentiment is influenced by expectations of credit expansion and policy support, particularly benefiting new economic forces in advanced manufacturing and overseas enterprises [3][4] Group 4: Regulatory Impact - The Chinese Ministry of Commerce announced strict export controls on dual-use items to Japan, which may impact the seafood market dynamics, as Japan is a significant export destination for Chinese seafood [6] - The announcement reflects ongoing geopolitical tensions and could lead to increased domestic demand for Chinese seafood products [6] Group 5: Chip Sector Insights - The chip sector has continued to strengthen, with multiple stocks hitting daily limits, driven by a severe shortage of memory chips reported by Samsung [7] - The trend towards supply chain security and domestic control is expected to persist, with advancements in chip technology and production processes being critical for future growth [7]

当前，液冷市场正处于高速增长的黄金时期，未来发展空间极为广阔。随着算力产业、新能源储能和电 动汽车等下游产业的持续扩张，液冷技术的应用需求将不断释放，市场规模也将随之快速增长。据国海 证券分析，以单颗AI芯片1376美元计算，2026年英伟达GPU液冷市场有望达119亿美元，ASIC液冷市场 有望达46亿美元，整体数据中心液冷市场规模有望达165亿美元（约1162亿元人民币），2025-2026年复 合增速约59%。A股市场上，已有多家上市公司切入液冷供应链，成为全球AI算力散热保障的重要支 撑。证券时报·数据宝统计，截至1月7日收盘，液冷概念股2025年以来平均上涨79.73%，远远跑赢同期 上证指数。26只概念股累计涨幅翻倍，其中淳中科技、思泉新材、奕东电子、宏盛股份、英维克累计涨 幅2倍以上。 ...

Core Insights - The AI wave is transforming industries and capital markets, with significant investments from major companies and a shift in AI applications from novelty to necessity [1] - The AI application index in A-shares has risen by 34.58% this year, outperforming the CSI 300 index, indicating strong market interest and investor confidence in AI's future [3] - Major breakthroughs in AI technology have been observed this year, with significant product launches and advancements from companies like Nvidia and Google [3] Industry Trends - The AI application index consists of 115 companies, with over 75% of them seeing stock price increases this year, and 12 companies doubling their stock prices [4] - Notable performers include Shenghong Technology, whose stock price increased nearly sixfold, and Cambricon, which briefly became the highest-valued stock in A-shares [4][5] - Shenghong Technology has established itself as a leader in high-density printed circuit boards (PCBs) and is focusing on AI-related technologies [5][6] Company Developments - Shenghong Technology is expanding its production capacity in high-end HDI and multi-layer PCBs across multiple locations, including factories in Huizhou, Thailand, Vietnam, and Malaysia [6] - Chunzong Technology, a provider of audio-visual system solutions, is collaborating with a leading company in graphics technology and AI computing, although it faces uncertainties in revenue generation from its AI-related business [6][7] - Giant Network is integrating AI into its gaming products, with a new game achieving significant revenue since its launch [7][8] Market Dynamics - The emergence of domestic large models like DeepSeek has lowered development barriers for AI applications, leading to intensified competition among major internet companies [9] - Other companies in the AI application index, such as Shenghong Technology, Industrial Fulian, and others, are positioned to benefit from the growing demand for AI infrastructure and components [11][12] - The AI sector is expected to see continued growth, with companies like Meiri Interactive and G-bits leveraging AI for data services and gaming, respectively [13] Future Outlook - The advancements in AI technology are expected to penetrate various sectors, including smart manufacturing and precision medicine, with companies that address industry pain points likely to transition from concept stocks to value stocks [14] - The potential for AI applications to enhance productivity across multiple industries is significant, with ongoing technological progress indicating a promising future for competitive companies in the AI space [14]

Core Viewpoint - The stock of Chunzhong Technology has experienced significant fluctuations, with a year-to-date increase of 309.91%, but a recent decline in the last five trading days, indicating potential volatility in investor sentiment [1]. Group 1: Stock Performance - As of December 31, Chunzhong Technology's stock price was 225.58 CNY per share, with a market capitalization of 45.853 billion CNY [1]. - The stock has seen a trading volume of 3.56 billion CNY, with a turnover rate of 0.76% [1]. - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) 16 times this year, with the most recent appearance on November 10, where it recorded a net buy of -32.5842 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Chunzhong Technology reported a revenue of 194 million CNY, a year-on-year decrease of 40.69%, and a net profit attributable to shareholders of -29.2385 million CNY, a decline of 156.76% [2]. - The company has distributed a total of 296 million CNY in dividends since its A-share listing, with 88.8144 million CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chunzhong Technology was 37,100, an increase of 37.05% from the previous period [2]. - The average number of circulating shares per shareholder was 5,478, a decrease of 27.04% from the previous period [2]. - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with both reducing their holdings compared to the previous period [3].

证券代码：603516 证券简称：淳中科技公告编号：2025-070 北京淳中科技股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证公告内容不存在虚假记载、误导性陈述或者重大遗漏，并对其内容的真 实、准确和完整承担个别及连带责任。 北京淳中科技股份有限公司（以下简称"公司"）于2025年12月4日召开第四届董事会第十一次会议审议 通过了《关于变更公司注册资本的议案》《关于修订〈公司章程〉及相关议事规则的议案》，上述议案 经2025年12月22日公司召开的2025年第一次临时股东会审议通过，鉴于公司2023年股票期权激励计划第 二个行权期可行权股票期权已全部行权完毕，此次行权且在中国证券登记结算有限责任公司上海分公司 完成登记过户的股份数量合计1,426,500股，公司注册资本增加1,426,500元，注册资本由人民币 201,841,779元变更为人民币203,268,279元。 公司于2025年6月23日召开第四届董事会第七次会议审议通过了《关于吸收合并全资子公司的议案》， 根据公司战略发展需要，为整合公司资源，提高资产运行效率，优化公司组织架构，降低管理成本，公 司拟吸收合并全资子公司北 ...

（文章来源：证券日报） 证券日报网讯 12月25日，淳中科技发布公告称，近日，公司完成了注册资本变更、《公司章程》及视 界恒通吸收合并事项的备案登记，并取得了北京市海淀区市场监督管理局换发的《营业执照》。 ...

北京淳中科技股份有限公司章程 北京淳中科技股份有限公司 章 程 （公司2025年第一次临时股东会审议通过） 二〇二五年十二月 | | | | | | 北京淳中科技股份有限公司章程 第一章 总 则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和行 为，根据《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》"）等有关法律、行政法规、部门规章和规 范性文件的规定，制定本章程。 第二条 北京淳中科技股份有限公司（以下简称"公司"或"本公司"）系依照《公 司法》和其他有关法律法规的规定，由北京淳中视讯科技有限公司按经审计的账 面净资产折股整体变更设立的股份有限公司。 公司在北京市海淀区市场监督管理局注册登记，依法取得营业执照，统一社 会信用代码：91110108575204274E。 第三条 公司于 2017 年 12 月 26 日经中国证券监督管理委员会批/核准，首次 向社会公众发行人民币普通股 23,386,700 股，于 2018 年 2 月 2 日在上海证券交易 所上市。 第四条 公司注册名称： 中文名称：北京淳中科技股份有限公司 英文名称： ...

证券代码：603516 证券简称：淳中科技 公告编号：2025-070 北京淳中科技股份有限公司 关于完成工商变更登记的公告 本公司董事会及全体董事保证公告内容不存在虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 北京淳中科技股份有限公司（以下简称"公司"）于 2025 年 12 月 4 日召开第 四届董事会第十一次会议审议通过了《关于变更公司注册资本的议案》《关于修 订<公司章程>及相关议事规则的议案》，上述议案经 2025 年 12 月 22 日公司召开 的 2025 年第一次临时股东会审议通过，鉴于公司 2023 年股票期权激励计划第二 个行权期可行权股票期权已全部行权完毕，此次行权且在中国证券登记结算有限 责任公司上海分公司完成登记过户的股份数量合计 1,426,500 股，公司注册资本 增加 1,426,500 元，注册资本由人民币 201,841,779 元变更为人民币 203,268,279 元。 公司于 2025 年 6 月 23 日召开第四届董事会第七次会议审议通过了《关于吸 收合并全资子公司的议案》，根据公司战略发展需要，为整合公司资源，提高资 产运行 ...