一、本次现场检查的基本情况 （一）保荐机构 国信证券股份有限公司 （二）保荐代表人 张伟权、宿昳梵 国信证券股份有限公司关于邦彦技术股份有限公司 2025年度持续督导工作现场检查报告 上海证券交易所： 根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》《上 海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所上 市公司自律监管指引第 11 号——持续督导（2025 年 3 月修订） 》《上海证券 交易所科创板上市公司自律监管指引第 1 号——规范运作（2025 年 5 月修订）》 等有关法律、法规的规定，国信证券股份有限公司（以下简称"国信证券"、"保 荐机构"）作为正在履行邦彦技术股份有限公司（以下简称"邦彦技术"、"上 市公司"、"公司"）持续督导工作的保荐机构，对公司 2025 年 1 月至本次现 场检查期间（以下简称"本持续督导期间"）的规范运行情况进行了现场检查， 报告如下： （三）现场检查时间 2025 年 12 月 25 日 （四）现场检查人员 张伟权、宿昳梵 （五）现场检查手段 1、与上市公司董事、高级管理人员及有关人员访谈； 2、查看上市公司主要经营场所 ...

邦彦技术股份有限公司 关于公司高级管理人员退休辞职的公告 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： 证券代码：688132 证券简称：邦彦技术 公告编号：2025-076 邦彦技术股份有限公司（以下简称"公司"） 董事会于近日收到公司副总 经理祝国强先生提交的书面辞职报告，因已到法定退休年龄，申请辞去公司副总 经理职务，辞职后仍在公司担任其他职务。 一、高级管理人员离任情况 (一) 提前离任的基本情况 | | | | | | | 是否继续在 | | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | | 原定任期 | 离任原因 | 上市公司及 | 具体职务 | 未履行完 | | | | | | 到期日 | | 其控股子公 | （如适用） | 毕的公开 | | | | | | | | 司任职 | | 承诺 | | 祝国强 | 副总经理 | 2025 年 | 12 | 2028 年 5 | 已到 ...

邦彦技术12月30日公告，公司董事会于近日收到公司副总经理祝国强提交的书面辞职报告，因已到法定 退休年龄，申请辞去公司副总经理职务，辞职后仍在公司担任其他职务（顾问）。 ...

Group 1: Market Overview - The pharmaceutical and biotechnology index decreased by 0.14% from December 15 to December 19, outperforming the ChiNext and CSI 300 indices [1][23] - The total trading volume in the pharmaceutical sector was 389.82 billion yuan, accounting for 4.49% of the total trading volume in the Shanghai and Shenzhen markets, which is below the average of 7.12% since 2013 [1][38] - The pharmaceutical sector ranked 18th in terms of weekly performance among all industries during the same period [1][25] Group 2: Sector Analysis - The recent lack of significant industrial catalysts has led to a muted beta effect in the sector, but many stocks have entered a value range, indicating potential for a rebound [2][59] - The "reward economy" theme has positively influenced certain pharmaceutical companies, particularly those linked to Ant Group and related retail channels [2][59] - Strong performance was noted in CXO, small nucleic acids, and certain innovative drugs, driven by specific stock factors such as BD expectations and overseas mapping [2][59] Group 3: In Vivo CAR-T Developments - In vivo CAR-T technology is expected to address the accessibility issues of CAR-T therapies, potentially lowering treatment costs and making it available as a shelf product [4][12] - Major pharmaceutical companies are actively investing in in vivo CAR-T, with business development (BD) transactions exceeding 5 billion USD, indicating its strategic importance [4][16] - Clinical data presented at the 2025 ASH meeting showed promising results for in vivo CAR-T therapies, with high rates of minimal residual disease (MRD) negativity in patients [4][19] Group 4: Future Outlook - The company maintains a positive outlook on innovation, international expansion, and turnaround opportunities in the pharmaceutical sector, focusing on BD 2.0, small nucleic acids, and supply chains as key investment areas [3][22] - The upcoming 2026 potential catalysts include the publication of the commercial insurance innovation drug directory and the commercialization of targeted CAR-T therapies [21][22] - Domestic companies are rapidly advancing in the in vivo CAR-T space, with several candidates in early clinical stages, indicating a growing competitive landscape [22][22]

Core Insights - The collaboration between Bangyan Technology and Sichuan Changjiang Hydraulic marks a significant advancement in cloud-based office solutions for the manufacturing industry, particularly in enhancing product research and development capabilities [1][3] Group 1: Product and Technology - Bangyan Technology's "Bangyan Cloud PC" utilizes a unique "cloud-based true machine" architecture, addressing the dual challenges of data security and the smooth operation of professional design software for Sichuan Changjiang Hydraulic [1][2] - The system successfully completed PoC testing for core design tools like SOLIDWORKS and CAD, establishing a benchmark for cloud adoption in the manufacturing sector [1][2] Group 2: Data Security - The "Bangyan Cloud PC" ensures data security by centralizing all research data in a backend data center, achieving "zero data landing" on local terminals, thus eliminating local data leakage risks [2] - A multi-layered security defense system is implemented, including unidirectional isolation gateways and data security gateways, to protect core research data while allowing cross-network operations [2] Group 3: Performance and User Experience - The system is equipped with high-performance computing blades, supporting Intel i7 processors and professional GPU configurations, and can flexibly match specifications like 32GB memory and 4K display to meet the demands of design software [2] - During the PoC testing, the system demonstrated a latency of no more than 30ms and provided ultra-high-definition visuals, comparable to local high-performance PCs [2] Group 4: Operational Management - The management platform of "Bangyan Cloud PC" allows for unified control of computing resources, user terminals, and image resources, simplifying IT operations and reducing maintenance costs [3] - The implementation of the system has improved overall collaboration efficiency within the research team and addressed long-standing data security issues [3] Group 5: Future Prospects - Following the successful deployment, both companies plan to explore deeper collaborations in the cloud office domain to further advance digital transformation in research and development [3] - The "Bangyan Cloud PC" has already been applied across various sectors, including government, finance, healthcare, and manufacturing, showcasing its adaptability in high-performance office environments [3]

格隆汇12月1日丨邦彦技术(688132.SH)公布，截至2025年11月月底，公司已累计回购股份53.33万股，占 公司总股本的比例为0.3503%，购买的最高价为20.70元/股、最低价为17.39元/股，已支付的总金额为 999.95万元。 ...

每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 王晓波） 每经AI快讯，邦彦技术（SH 688132，收盘价：19.49元）12月1日晚间发布公告称，截至2025年11月月 底，公司已累计回购股份约53万股，占公司总股本约1.52亿股的比例为0.3503%，购买的最高价为20.7 元/股、最低价为17.39元/股，已支付的总金额为999.95万元。 截至发稿，邦彦技术市值为30亿元。 ...

证券代码：688132 证券简称：邦彦技术 公告编号：2025-075 一、回购股份的基本情况 2025 年 5 月 27 日，公司召开第四届董事会第三次会议，审议通过《关于以 集中竞价交易方式回购公司股份方案的议案》。同意回购部分公司股份，并在未来 适宜时机用于员工持股计划或股权激励。公司本次回购股份的资金总额不低于人 民币 3,000 万元（含），不超过人民币 5,000 万元（含），具体回购资金总额以实际 使用的资金总额为准，回购期限为自董事会审议通过本次回购方案之日起 12 个月 内。 具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn）《关于以集 中竞价方式回购股份的回购报告书》（公告编号：2025-039）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购期间，应当在每个月的前 3 个交易日 内披露截至上月末的回购进展情况，现将公司回购股份进展情况公告如下： 邦彦技术股份有限公司 关于股份回购进展公告 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 ...

Group 1 - The core viewpoint of the news is that Bangyan Technology's stock has shown fluctuations in price and performance metrics, indicating a mixed outlook for the company [1][2] - As of November 24, Bangyan Technology's stock price increased by 2.01% to 18.75 yuan per share, with a market capitalization of 2.854 billion yuan [1] - The company has experienced a year-to-date stock price increase of 10.42%, but has seen a decline of 5.26% over the past five trading days and a decrease of 11.14% over the past 60 days [1] Group 2 - Bangyan Technology reported a revenue of 161 million yuan for the first nine months of 2025, which represents a year-on-year decrease of 36.80% [2] - The company recorded a net profit attributable to shareholders of -71.3693 million yuan, reflecting a significant year-on-year decrease of 7612.03% [2] - As of September 30, the number of shareholders decreased to 8,230, while the average number of circulating shares per person increased to 13,182 shares [2] Group 3 - Bangyan Technology specializes in the research, manufacturing, sales, and service of information communication and information security equipment, with core business segments including integrated communication, ship communication, and information security [1] - The revenue composition of the company's main business includes 78.07% from integrated communication products, 13.68% from other products, 5.73% from information security products, 1.39% from AI Agent products, and 1.12% from cloud computing products [1] - The company is classified under the defense and military industry, specifically in military electronics [1]

Core Insights - Bangyan Technology officially launched NuwaAI V1.0 on November 20, which is designed to generate executable tasks from a single natural language instruction [1] Group 1: Product Features - NuwaAI's core functionality allows users to create digital personas with identity settings, expressive capabilities, and complete task execution processes [1] - The system supports multilingual output, enabling content tailored for overseas markets, thus reducing costs related to translation, filming, and editing [1] Group 2: Application Scenarios - In educational settings, NuwaAI can assist teachers in recording standardized courses [1] - Within corporate operations, it can produce presentation materials, interpret processes, or provide meeting assistance [1] - In brand marketing and live streaming scenarios, NuwaAI can facilitate explanations and information dissemination [1]