A股烟草板块震荡走弱，金时科技跌超9%，顺灏股份跌超7%，金时科技、京华激光、润都股份、恒丰 纸业、埃斯顿、集友股份等跟跌。 ...

Group 1: Industry Insights - The Ministry of Public Security has issued opinions to enhance intellectual property protection, emphasizing the importance of safeguarding technological innovation and combating commercial secret crimes [1] - The opinions call for precise, in-depth, large-scale, and coordinated actions against intellectual property crimes to improve the effectiveness of enforcement [1] - Intellectual property protection is deemed essential for innovation-driven development, influencing economic vitality and national strategy [1] - The Chinese intellectual property service market has reached a revenue of 285 billion yuan in 2023, with expectations to maintain high growth, potentially exceeding 700 billion yuan between 2025 and 2030 [1] Group 2: Company Developments - Jinghua Laser is a leading domestic supplier of anti-counterfeiting materials, focusing on the research and production of laser holographic anti-counterfeiting films and papers, widely used in high-end packaging for tobacco, cosmetics, and pharmaceuticals [2] - Annie Co. has pioneered a new internet model for digital copyright protection through electronic evidence, establishing two subsidiaries, "All Copyright" and "Copyright Family," to advance the construction of a copyright big data platform [2] - The "Copyright Family" platform has become one of the first demonstration application platforms in the DC system of the China Copyright Protection Center [2]

Group 1 - The IP economy concept continues to weaken, leading to significant declines in stock prices for several companies [1] - Companies such as Aoya Shares, Fuchun Shares, Chuangyuan Shares, and Qingmu Technology experienced drops exceeding 10% [1] - Other companies like Xinghui Entertainment, Jinghua Laser, Deyi Cultural Creation, and Gaole Shares also reported notable declines in their stock prices [1]

Group 1 - The A-share tobacco sector experienced a decline at the beginning of trading, with companies such as Jinghua Laser and Huabao Shares dropping over 4% [1] - Other companies in the sector, including Huaye Flavoring, Jincheng Medicine, Yuanwanggu, and Zhongrong Shares, also saw declines [1]

Core Viewpoint - The company Zhejiang Jinghua Laser Technology Co., Ltd. has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.50 RMB per share, totaling 89,258,400 RMB to be distributed among shareholders [2][4]. Distribution Plan - The profit distribution plan was approved at the company's annual general meeting on May 19, 2025 [2]. - The total share capital before the distribution is 178,516,800 shares, with a cash dividend of 0.50 RMB per share [4]. - The total cash dividend to be distributed amounts to 89,258,400 RMB [4]. Implementation Details - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the close of trading on the record date [3][5]. - Shareholders who have completed designated transactions can receive their cash dividends on the distribution date at their designated securities firms [5]. Taxation Information - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.50 RMB per share [9]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon the transfer of shares [9]. - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net cash dividend of 0.45 RMB per share [10]. Investor Communication - The company will hold an investor briefing on June 12, 2025, to discuss the 2024 annual results and the first quarter of 2025, allowing for interactive communication with investors [14][15]. - Investors can submit questions for the briefing from June 5 to June 11, 2025 [16].

证券代码：603607 证券简称：京华激光 公告编号：2025-021 浙江京华激光科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 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法律责任。 重要内容提示： 投资者可于 2025 年 6 月 5 日(星期四)至 6 月 11 日(星期三)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱（Web@sx-jhjg.com) 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 浙江京华激光科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 29 日发布公司 2024 年年度报告及 2025 年第一季度报告，为便于广大投资者更全面 深入地了解公司 2024 年度及 2025 年第一季度的经营成果、财务状况，公司计划 于 2025 年 6 月 12 日下午 16:00-17:00 举行 2024 年度暨 2025 年第一季度业绩说 明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召 ...

浙江京华激光科技股份有限公司 证券代码：603607 证券简称：京华激光 公告编号：2025-020 2024年年度权益分派实施公告 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法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.50元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/9 | － | 2025/6/10 | 2025/6/10 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 三、 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/9 | － | 2025/6/10 | 2025/6/10 | 四、 分配实施办法 ...

Group 1 - The stock of Jinghua Laser (603607) increased by 0.24% today, with a turnover rate of 27.86% and a trading volume of 1.712 billion yuan, showing a fluctuation of 12.07% [2] - The stock was listed on the Shanghai Stock Exchange's daily trading report due to its turnover rate, with a net selling amount of 34.2843 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total trading volume of 250 million yuan, with a buying amount of 108 million yuan and a selling amount of 142 million yuan, resulting in a net selling of 34.2843 million yuan [2] Group 2 - In the past six months, the stock has appeared on the trading report five times, with an average price increase of 6.20% the day after being listed and an average increase of 11.78% in the following five days [3] - The stock experienced a net outflow of 85.4355 million yuan in main funds today, including a net outflow of 60.2326 million yuan from large orders and 25.2030 million yuan from big orders, with a total net outflow of 202 million yuan over the past five days [3] - The company's Q1 report released on April 29 showed a revenue of 239 million yuan, a year-on-year increase of 27.05%, and a net profit of 25.4075 million yuan, a year-on-year increase of 11.61% [3]

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]