Group 1 - A total of 413 stocks have been newly added to the fund's heavy holdings list, with 26 stocks having a new position ratio exceeding 1% [1] - Among the newly added stocks, 241 are from the Shanghai and Shenzhen main boards, 112 from the ChiNext, 40 from the Sci-Tech Innovation Board, and 18 from the Beijing Stock Exchange [1] - The industries with the highest concentration of newly added stocks are basic chemicals, electronics, and power equipment, with 46, 39, and 35 stocks respectively [1] Group 2 - The stock with the highest new holding ratio is Youfang Technology, which was included in 14 fund heavy holdings with a total holding of 6.4711 million shares, accounting for 7.05% of its circulating shares [2] - Other notable stocks with high new holding ratios include Guangxin Materials at 6.38%, Haotong Technology at 5.67%, Zhidema at 4.51%, and Runong Irrigation at 4.48% [2] - The average increase of high new holding stocks since the second quarter is 50.14%, with notable gainers including Shutaishen at 544.63% and Sifang Jichuang at 189.92% [2][3] Group 3 - Four stocks have released mid-year performance forecasts, with two expecting profit increases; the highest expected net profit growth is from Lvtian Machinery, projected at 137 million yuan, a year-on-year increase of 60% [2] - The stock with the most fund holders among high new holdings is Yingshi Innovation, held by 162 funds, followed by Shutaishen and Sifang Jichuang with 19 and 16 funds respectively [2][3]

Core Viewpoint - The AI Fund Zhaoshang China Opportunity Stock (001749) reported a profit of 4.3172 million yuan for Q2 2025, with a weighted average profit per fund share of 0.0328 yuan, indicating a net value growth rate of 2.48% during the period [3]. Fund Performance - As of the end of Q2 2025, the fund's scale was 183 million yuan [15]. - The fund's unit net value was 1.452 yuan as of July 17 [3]. - The fund manager, Li Huajian, oversees two funds, both of which have shown positive returns over the past year [3]. - The fund's one-year compounded net value growth rate reached 18.53%, ranking it 87 out of 166 comparable funds [3]. - Over the past three months, the fund's compounded net value growth rate was 9.75%, ranking 86 out of 167 comparable funds [3]. - The fund's six-month compounded net value growth rate was 5.60%, ranking 122 out of 167 comparable funds [3]. - The fund's three-year compounded net value growth rate was -29.86%, ranking 141 out of 159 comparable funds [3]. Risk Metrics - The fund's three-year Sharpe ratio was -0.2043, ranking 130 out of 159 comparable funds [8]. - The maximum drawdown over the past three years was 50.43%, ranking 14 out of 158 comparable funds [10]. - The largest single-quarter drawdown occurred in Q1 2021, at 23.46% [10]. Investment Strategy - The fund management remains optimistic about the structural market trends in A-shares, citing improvements in domestic economic growth and structural transformation [3]. - The fund is particularly focused on investment opportunities in sectors such as AI, pharmaceuticals, military industry, and media [3]. Portfolio Composition - As of the end of Q2 2025, the fund's top ten holdings included Changying Tong, Zhongke Feice, Jingyi Equipment, Boqian New Materials, Youfang Technology, Hudian Co., Changchuan Technology, Xinyi Sheng, Jinqiao Information, and Chip Origin Technology [18]. - The average stock position over the past three years was 89.19%, compared to the industry average of 87.97% [13]. - The fund reached a maximum stock position of 93.14% at the end of H1 2025, with a minimum of 79.84% at the end of H1 2024 [13].

? 是否会对上市公司损益产生负面影响：公司本次仲裁不会影响 公司正常生产经营。公司在本次仲裁案件中为申请人，鉴于本次仲裁 已裁决，但尚未执行，上述事项对公司当期及期后利润的影响具有不 确定性，最终实际影响以仲裁执行情况为准。 一、本次仲裁的基本情况 证券代码：688159 证券简称：有方科技 公告编号：2025-052 深圳市有方科技股份有限公司 关于公司仲裁的进展公告 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，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ? 案件所处的仲裁阶段：终局裁决 ? 上市公司所处的当事人地位：仲裁申请人 ? 涉案的金额：货款金额 33,383,868 元及利息；其他费用：律 师费、仲裁费、财产保全费用、财产保全担保费用 （三）本案仲裁费人民币 307,740 元，由被申请人承担。申请人 已预交人民币 307,740 元，抵作本案仲裁费不予退还，被申请人直接 向申请人支付人民币 307,740 元。以上确定的各项应付款项，被申请 人应在本裁决作出之日起十五日内支付完毕。 本裁决为终局裁决，自作出之日起发生法律效力。 三、 ...

Group 1 - The company has recently obtained value-added telecommunications business operation licenses for its subsidiaries, which include Shenzhen Yunshang Youfang Technology Co., Ltd. and Shenzhen Youfang Smart City Technology Co., Ltd. [1] - The licenses cover internet data center services and internet access services, with a validity period of five years for each license [1]. - The acquisition of these licenses indicates that the company's cloud computing service business has fulfilled the necessary administrative approval procedures, ensuring compliance with required qualifications [1]. Group 2 - The new licenses are expected to enhance the company's competitiveness and provide a foundation for expanding related business operations according to its strategic and operational plans [1].

证券代码：688159 证券简称：有方科技 公告编号：2025-052 深圳市有方科技股份有限公司 关于公司仲裁的进展公告 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，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 案件所处的仲裁阶段：终局裁决 上市公司所处的当事人地位：仲裁申请人 涉案的金额：货款金额 33,383,868 元及利息；其他费用：律 师费、仲裁费、财产保全费用、财产保全担保费用 是否会对上市公司损益产生负面影响：公司本次仲裁不会影响 公司正常生产经营。公司在本次仲裁案件中为申请人，鉴于本次仲裁 已裁决，但尚未执行，上述事项对公司当期及期后利润的影响具有不 确定性，最终实际影响以仲裁执行情况为准。 一、本次仲裁的基本情况 深圳市有方科技股份有限公司（以下称"公司"或"申请人"） 就公司与深圳创新科技技术有限公司（以下简称"被申请人"）的合 同纠纷事宜向深圳国际仲裁院提起仲裁，请求被申请人支付货款以及 延期支付的利息、律师费、仲裁费等。具体详见公司于 2025 年 1 月 25 日在上海证券交易所网站（www.sse.com.cn）披露的 ...

证券代码：688159 证券简称：有方科技 公告编号：2025-053 深圳市有方科技股份有限公司 关于子公司获得资质情况的 自愿性披露公告 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、准确性和完整性依法承担法律责任。 二、对公司的影响 本次增值电信业务经营许可证的取得，标志着公司的算力云服务 业务履行了相关行政审批手续，满足了必要的资质条件，为公司按照 既定战略和经营规划拓展相关业务提供了保障。 三、风险提示 1 上述资质属于公司生产经营活动所需的资质，有利于提升公司的 竞争力，并为拓展相关业务提供保障。但公司算力云服务等业务的开 展会受到市场需求情况、行业竞争情况以及公司市场拓展效果、资金 情况、项目运作经验等多重因素的影响，因此无法预测其对公司未来 经营业绩的直接影响。敬请广大投资者谨慎投资、注意投资风险。 特此公告。 深圳市有方科技股份有限公司董事会 2025 年 7 月 17 日 一、子公司近期获得资质的基本情况 深圳市有方科技股份有限公司（以下简称"公司"）之全资子公 司近日取得增值电信业务经营许可证，具体情况如下表所示： | 获批主体 | ...

Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

证券代码：688159 证券简称：有方科技 公告编号：2025-051 深圳市有方科技股份有限公司 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、准确性和完整性依法承担法律责任。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/17 | 2025/7/18 | 2025/7/18 | 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.09901元 相关日期 1. 发放年度：2024年年度 2. 分派对象： 会议及 2024 年年度股东大会，审议通过了《关于审议公司 2024 年度利润分配方 案的议案》。本次利润分配方案如下：以实施权益分派股权登记日登记的总股本为 基数，向全体股东每 10 股派发现金红利 1 元（含税），不送股、不以资本公积转 增股本。如在实施权益分派的股权登记日前公司总股本发生变动的，拟维持分配 总额不变，相应调整每股分配金额，并将另行公告具体调整情况。 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 ...

Core Viewpoint - The legal opinion issued by Deheng Shanghai Law Firm confirms that Shenzhen Youfang Technology Co., Ltd. has complied with necessary approvals and disclosure obligations regarding the repurchase and cancellation of certain restricted stocks under its 2023 incentive plan [1][8]. Group 1: Approval and Disclosure - On April 29, 2025, the company's board approved the proposal to repurchase and cancel certain restricted stocks, which was disclosed on April 30, 2025, through designated media [4][5]. - The company notified creditors about the capital reduction due to the stock repurchase, allowing them 30 days to respond [5]. Group 2: Repurchase Details - The repurchase was triggered by the failure to meet performance targets, specifically a net profit growth requirement of at least 140 million RMB from 2022 to 2024 [6]. - The second unlock period for the restricted stocks saw an 85% unlock rate, with 20,250 shares being repurchased and canceled [6][7]. - The repurchase price was set at 11.20 RMB per share, totaling 22,680 RMB, funded by the company's own resources [7]. Group 3: Capital Structure Changes - Post-repurchase, the remaining restricted stocks will total 180,000 shares, with the overall share structure adjusted accordingly [7]. - The company will proceed with necessary legal registrations and disclosures following the stock cancellation [8].

Core Points - The company announced the repurchase and cancellation of 20,250 restricted stocks due to not meeting the target value in the second unlock period of the 2023 restricted stock incentive plan, despite achieving the trigger value [1][2] - The repurchase and cancellation were approved by the board and do not require shareholder meeting approval, as it falls within the authorized scope [1][2] - After the cancellation, the remaining restricted stocks under the incentive plan will total 180,000 shares [2][3] Repurchase and Cancellation Details - The repurchase involves three individuals and a total of 20,250 shares, which will be completed by July 3, 2025 [2][3] - The company's share structure will change as follows: - Restricted shares before: 200,250; after: 180,000 - Unrestricted shares remain at 92,728,820, totaling 92,908,820 shares after the cancellation [4] - The company assures that the repurchase process complies with legal and regulatory requirements and will not adversely affect the rights of the incentive recipients or creditors [4][5] Legal and Compliance - The company has obtained necessary approvals and fulfilled disclosure obligations regarding the repurchase and cancellation [5] - The legal opinion confirms that the repurchase aligns with relevant laws and regulations, and the company will proceed with necessary capital reduction and share cancellation registrations [5]