Core Viewpoint - The recent surge in A-share "Guzi" economy concept stocks, particularly Jinghua Laser, is linked to the second listing application of its core supplier, Kayo Animation, on the Hong Kong Stock Exchange, and the ongoing rise in Pop Mart's stock price, which enhances the investment outlook for the sector [2][11]. Group 1: Company Performance - Jinghua Laser's stock price increased significantly, achieving a 54.78% rise over six trading days, marking it as the top performer in its sector [2]. - The company reported a remarkable growth in its cultural and creative business, with revenue reaching 184.62 million yuan in 2023, a year-on-year increase of 240.83% [5][14]. - The main driver for this growth is the popularity of card products associated with well-known IPs like "My Little Pony" and "Ye Luo Li," which have gained traction among students [5][6]. Group 2: Business Strategy and Partnerships - Jinghua Laser has established a strong partnership with Kayo Animation, providing support for various card products, including those based on popular IPs like "Ultraman" and "Detective Conan" [6][10]. - The company plans to expand its production capacity by investing in a new project to produce 20,000 tons of UV photolithography anti-counterfeiting materials, which is expected to alleviate current supply constraints [10]. Group 3: Market Dynamics and Future Outlook - The anticipated release of "Nezha 2" is expected to boost sales of related merchandise, particularly collectible card products, contributing positively to Jinghua Laser's performance in 2025 [10][11]. - Kayo Animation's recent application for a second listing on the Hong Kong Stock Exchange has created short-term bullish sentiment for Jinghua Laser's stock, although the success of this IPO remains uncertain due to previous regulatory challenges [11][13]. Group 4: Risks and Challenges - The volatility of the cultural and creative business is highlighted, with revenue fluctuations observed from 88.68 million yuan in 2022 to 18.46 million yuan in 2024, indicating potential unpredictability in future earnings [14]. - Kayo Animation's compliance issues regarding the sale of card products to minors may pose risks to its IPO process and, consequently, to Jinghua Laser's business outlook [13][14].

Group 1 - Company X plans to purchase servers from multiple suppliers for a total amount not exceeding 4 billion yuan, primarily for providing computing power leasing services [1] - The transaction amount accounts for over 50% of the company's latest audited net assets and total assets, requiring approval from the shareholders' meeting [1] Group 2 - Company Y's stock has hit the limit up for four consecutive trading days, with a cumulative increase of 46.44%, indicating significant market interest in its cultural and creative business [2] - The volatility of the cultural and creative business is substantial, with projected revenues of 88.68 million yuan, 54.17 million yuan, and 184.62 million yuan for the years 2022 to 2024 respectively [2] - The main business remains focused on cigarette labels despite the fluctuations in the cultural and creative sector [2] Group 3 - Company Z's controlling shareholder is planning a change in control, intending to transfer 72.4276 million shares, representing 22.396% of the total share capital, to another investment group [3] - The stock will be suspended from trading starting May 28, 2025, for a period not exceeding two trading days [3] Group 4 - Company A has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] - The application materials are subject to updates and revisions as per the requirements of the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [4] Group 5 - Company B's wholly-owned subsidiary plans to acquire 100% of the Czech IMI company for approximately 9.425567 million euros, aiming to enhance its global strategy and production layout [5] - The acquisition does not constitute a related party transaction or a major asset restructuring and does not require shareholder approval [5] Group 6 - Company C reported that its production costs and sales have not experienced significant fluctuations, despite its stock price deviating by over 20% in recent trading days [6] - The company confirmed that there are no undisclosed significant matters related to its operations or its controlling shareholders [6] Group 7 - Company D's stock has been trading with high volatility, with a TTM price-to-earnings ratio of 73.68, significantly above the industry median of 31.76 [7] - The company has a trading turnover rate of 19.65% as of May 27 [7] Group 8 - Company E has confirmed that its recent operational conditions and external business environment have not undergone significant changes, despite stock price fluctuations [9] - The company has no undisclosed significant matters or ongoing major plans [9] Group 9 - Company F's actual controller sold 0.26% of the company's shares during a period of stock price volatility, with proceeds partially allocated for land purchases and factory construction [10] - The actual controller may consider further stock purchases based on market conditions [10] Group 10 - Company G announced that a recent certification for its subsidiary's products will not have a direct impact on its revenue or profits [11] - The stock has also experienced significant price fluctuations recently [11] Group 11 - Company H has decided to terminate the restructuring plan for its subsidiaries due to a lack of consensus on transaction terms and changes in market conditions [12] - The decision is expected to have no adverse effects on shareholder interests [12]

3、智通财经记者从多家汽车产业链公司获悉，部分车企、下游公司及行业机构接到相关部门通知参与 研讨会，主要议题是促进二手车流通高质量发展，对 "零公里"二手车及进一步促进二手车流通消费相 关内容进行研讨。 1、三部门印发《电子信息制造业数字化转型实施方案》，加强新型信息基础设施建设，加快先进计 算、5G-A、人工智能在电子信息制造业中的规模化应用。 2、国务院反垄断反不正当竞争委员会专家咨询组召开会议，紧扣加快构建全国统一大市场、综合整 治"内卷式"竞争、加强竞争监管执法等重点任务。 4、小米集团2025年第一季度营收同比增长47.4%，经调整净利润同比增长64.5%；一季度小米SU7系列 交付新车达75869辆，智能电动汽车收入181亿元。 智通财经5月27日晚间新闻精选 5、6天3板乐山电力：股东天津渤海5月6日至5月27日期间减持690万股公司股份。3天2板英联股份：于5 月22日介绍快消品金属包装业务和复合集流体业务发展情况。2连板凯美特气：本次认证事项不会对公 司光刻气产品营业收入、利润产生直接影响。17天11板中超控股：实控人杨飞股价异动期间卖出0.26% 公司股份。6天5板京华激光：公司文创业务存 ...

每经记者｜陈晴 每经编辑｜文多 并购重组 安通控股：终止发行股份购买资产相关事宜 经安通控股董事会等审议通过，同意公司终止发行股份购买资产暨关联交易事项。安通控股原本拟向招 商局能源运输股份有限公司发行股份收购中外运集装箱运输有限公司的100%股权、广州招商滚装运输 有限公司的70%股权。 亚普股份：拟以5.78亿元购买赢双科技约54.50%股份 亚普股份拟以自有资金购买上海飞驰高科技有限公司、苏州融享贝赢创业投资合伙企业（有限合伙）、 凌世茂等合计持有的上海赢双电机科技股份有限公司约54.50%股份，交易对价约5.78亿元。 增减持 智信精密：股东周欣拟减持不超公司总股份的3% 持有智信精密4.99%股份的股东周欣，计划自公告披露之日起15个交易日后的3个月内，通过集中竞价 或大宗交易方式合计减持不超过160万股（占公司总股本的3%）。 福赛科技：高新毅达拟减持不超公司总股份的2.9494% 福赛科技持股5%以上股东芜湖高新毅达中小企业创业投资基金，计划在公告之日起15五个交易日后的3 个月内通过集中竞价或大宗交易方式减持不超过250.22万股（占公司总股本的2.9494%）。 漱玉平民：秦光霞拟减持不超过 ...

2025.05. 27 5月27日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 招商轮船：终止分拆子公司重组上市 招商轮船公告称，公司于2025年5月27日召开董事会，审议通过终止分拆所属子公司中外运集运、 招商滚装通过与安通控股进行重组的方式实现重组上市的事项。终止原因为交易各方尚未就交易条款 等相关事项协商一致，且市场环境及标的公司实际情况较筹划初期已发生一定变化。董事会同意公司 与安通控股签署《发行股份购买资产协议之终止协议》。该决定是经公司审慎研究并与交易对方充分 沟通、友好协商后做出的，预计不会对公司股东利益产生不利影响。 罗平锌电：控股股东筹划公司控制权变更事项 股票停牌 指南针：董事长顿衡因个人原因辞职 指南针公告，公司董事长顿衡因个人原因辞去公司董事长、董事、董事会战略与ESG委员会主任及委 员、董事会提名与薪酬委员会委员职务。顿衡辞去上述职务后，将不再担任公司任何职务。在新任董 事长、董事会战略与ESG委员会主任选举产生之前，将由公司副董事长冷晓翔代为履行公司董事长及 董事会战略与ESG委员会主任职责。 【增减持】 深高速：云杉资本增持 ...

Core Viewpoint - The stock of Jinghua Laser has experienced a significant increase, with a cumulative rise of 46.44% over four consecutive trading days, indicating strong market interest and volatility in its business segments [1][3]. Business Segments Laser Marking Business - The company primarily provides packaging services for cigarette brands such as "Zhonghua," "Li Qun," "Huang He Lou," "Huang Shan," and "Tai Shan," with projected revenue of 530 million yuan in 2024 [1]. Wine Label Business - Jinghua Laser has established long-term stable partnerships with brands like "Xijiu," "Langjiu," "Jian Nan Chun," "Fenjiu," "Shede," and "Gujing Gong," expecting a revenue of 154 million yuan in 2024, representing a 17% year-on-year growth [2]. Cultural and Creative Business - The company is focusing on enhancing cooperation with leading card game enterprises to secure the latest and most popular IPs for its services. The revenue from this segment is projected to reach 185 million yuan in 2024, reflecting a substantial year-on-year growth of 240.83% [2]. - The revenue for the cultural and creative business from 2022 to 2024 is forecasted to be 88.68 million yuan, 54.17 million yuan, and 185 million yuan, respectively, indicating significant volatility influenced by the number of new IPs and their market acceptance [1]. Financial Performance - In the previous year, Jinghua Laser reported a net profit of 86.27 million yuan, marking an 8.6% increase compared to the previous year [3]. - The company's current rolling price-to-earnings ratio stands at 52.68, which is higher than the industry average of 21.28 [3].

Group 1 - The Hong Kong stock market is experiencing a surge in new consumption stocks, with Pop Mart rising over 5% and reaching a market capitalization of over HKD 310 billion, while Mixue Group increased nearly 10% with a market cap exceeding HKD 200 billion [1] - A-share counterparts of new consumption stocks also saw significant gains, with multiple IP economy concept stocks hitting the daily limit, including Mingpai Jewelry and Guangbo Shares, alongside strong performances in the food and beverage sector [1] - According to a report by Kaiyuan Securities, three major investment opportunities in new consumption are identified: focusing on lifestyle happiness, technological transformation driven by AI, and resilient growth in travel consumption [2] Group 2 - More than 20 new consumption stocks have reached year-to-date highs since May, with Yong'an Pharmaceutical leading with an increase of over 180% [3] - Yong'an Pharmaceutical's subsidiary, Yong'an Health, has made progress in both online and offline channels, with flagship stores established on major e-commerce platforms and initial sales growth reported [3] - Other notable stocks that have reached new highs include Chao Hong Ji and Ruo Yu Chen, with Chao Hong Ji focusing on emotional needs of young consumers through collaborations with popular IPs [3][4] Group 3 - A detailed list of new consumption stocks that have achieved over 50% year-to-date gains includes Yong'an Pharmaceutical (180.23%), Lai Xi Song Ling (150.63%), and Ruo Yu Chen (136.06%), among others [4] - The total market capitalization of these stocks varies, with Yong'an Pharmaceutical at CNY 6.598 billion and Ruo Yu Chen at CNY 10.803 billion, indicating strong investor interest in the sector [4]

5月27日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 协创数据：拟不超40亿元采购服务器用于提供算力租赁服务 协创数据公告称，公司拟向多家供应商采购服务器，总金额预计不超过40亿元，主要用于为客户提供算 力租赁服务。交易金额占公司最近一期经审计净资产和总资产的50%以上，需提交公司股东会审议。 【增减持】 智信精密：股东周欣拟减持公司不超3%股份 智信精密公告，公司持股4.99%的股东周欣拟通过集中竞价或大宗交易的方式合计减持公司股份不超过 160万股(占本公司总股本比例3%)。 集智股份：控股股东、实际控制人等承诺2025年内不减持 集智股份公告，公司控股股东、实控人楼荣伟及其一致行动人杭州集智投资有限公司承诺自2025年5月 30日起至2025年12月31日止，不以集中竞价和大宗交易或其他方式减持其所持有的公司股份；承诺期内 如发生资本公积转增股本、派送股票红利、配股、增发等产生的股份，亦遵守上述承诺。 【做回购】 能科科技：拟1000万元至2000万元回购公司股份 京华激光：公司文创业务存在较大的不可预测性 京华激光公告称，公司股票连续四个交易日 ...

证券代码：603607 证券简称：京华激光 公告编号：2025-019 浙江京华激光科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： 浙江京华激光科技股份有限公司（以下简称"公司"）股票于 2025 年 5 月 22 日、5 月 23 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，公司 已于 2025 年 5 月 24 日披露了《浙江京华激光科技股份有限公司股票交易异常波 动公告》（公告编号：2025-018）。 2025 年 5 月 26 日、5 月 27 日连续两个交易日内公司股票收盘价格涨幅偏离 值累计超过 20%，再次出现股票交易异常波动。 自 2025 年 5 月 22 日起，公司股票已连续四个交易日涨停，累计涨幅 46.44%，公司股票短期内涨幅较大。2025 年 5 月 27 日，公司股票收盘价为 32.04 元/股，换手率为 10.70%。公司提醒广大投资者理性投资，注意投资风险。 根据中证指数官网发布的数据，公司所属的造纸与包装最新滚动市盈率 ...

关于《浙江京华激光科技股份有限公司股价异常波动 问询函》的回函 浙江京华激光科技股份有限公司： 本人于 2025 年 5 月 27 日收到贵公司发来的《浙江京华激光科技 股份有限公司股价异常波动问询函》，经自查核实，回复如下： 浙江京华激光科技股份有限公司： 本公司于 2025 年 5 月 27 日收到贵公司发来的《浙江京华激光科 技股份有限公司股价异常波动问询函》，经自查核实，回复如下： 本公司作为浙江京华激光科技股份有限公司控股股东，截止目前 不存在影响公司股票交易异常波动的重大事项，不存在应披露而未披 露的重大信息，包括但不限于重大资产重组、发行股份、上市公司收 购、债务重组、业务重组、资产剥离和资产注入等重大事项。 特此回复。 本人作为浙江京华激光科技股份有限公司实际控制人，截止目前， 不存在影响公司股票交易异常波动的重大事项，不存在应披露而未披 露的重大信息，包括但不限于重大资产重组、发行股份、上市公司收 购、债务重组、业务重组、资产剥离和资产注入等重大事项。 特此回复。 实际控制人：孙建成 2025 年 5 月 27 日 关于《浙江京华激光科技股份有限公司股价异常波动 问询函》的回函 控股股东：浙 ...