Core Insights - The report highlights the promising commercial prospects of the AI+IDE platform EazyDevelop launched by the company, maintaining a "Buy" rating and adjusting profit forecasts for 2025-2027 [2][4][5] - Expected net profits for 2025-2027 are projected at 0.88 billion, 1.58 billion, and 2.97 billion respectively, with EPS at 0.73, 1.30, and 2.45 yuan per share [2][4] - The current price-to-earnings (PE) ratios are 65.6, 36.8, and 19.6 for the respective years, indicating strong growth potential driven by both firmware and IDE businesses [2][4] Company Overview - The company recently released the public beta version of EazyDevelop, an integrated development platform that leverages AI large models and multi-agent technology to automate the entire software development process [4][5] - The platform aims to enhance efficiency and intelligence in software development, covering aspects from requirement analysis to operational monitoring [4] Market Context - The report notes the significant growth in the AI programming sector, citing a recent funding round for Anysphere, the parent company of AI programming tool Cursor, which achieved a valuation of 9.9 billion dollars [5] - The company is positioned as a rare player in the domestic AI programming field, with a strong technological foundation and promising performance expectations [5]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The report expresses optimism about the company's AI+IDE commercialization prospects and has raised profit forecasts for 2026-2027, expecting net profits of 88 million, 158 million, and 297 million yuan for 2025-2027, respectively. The corresponding EPS is projected to be 0.73, 1.30, and 2.45 yuan per share, with current PE ratios of 65.6, 36.8, and 19.6 times [4][5] Financial Summary - The company's total revenue for 2023 is reported at 320 million yuan, with a year-on-year growth of 13.5%. The revenue is expected to grow to 418 million yuan in 2025, representing a 29.4% increase. The net profit for 2023 is 56 million yuan, with a projected increase to 88 million yuan in 2025, reflecting a 169.2% year-on-year growth [8][10] - The gross margin is expected to be 48.8% in 2025, while the net margin is projected at 21.1%. The return on equity (ROE) is anticipated to rise to 10.0% in 2025 [8][10] Recent Developments - The company launched the public beta version of its AI+IDE platform, EazyDevelop, on June 9, 2025. This platform aims to automate the entire software development process, enhancing efficiency and intelligence [5] - On June 4, 2025, the company announced a stock incentive plan, granting 3.7 million shares at 25 yuan per share to 40 individuals, which represents 3.05% of the total share capital. The performance targets set for the IDE business are ambitious, indicating strong long-term growth confidence [6] Market Position - The report highlights the growing market for AI programming tools, citing a recent funding round for Anysphere, the parent company of AI programming tool Cursor, which achieved a valuation of 9.9 billion USD. This indicates strong capital recognition of the AI programming commercialization prospects. The company is positioned as a rare player in the domestic AI programming field, with significant technological accumulation in AI+IDE [7]

Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board (STAR Market) increased by 335 million yuan compared to the previous day, indicating a growing interest in this market segment [1][2]. Financing Balance Overview - As of June 9, the total margin financing balance on the STAR Market reached 153.45 billion yuan, with a daily increase of 338 million yuan [1]. - There are 396 stocks with a financing balance exceeding 100 million yuan, and 18 stocks have a financing balance over 1 billion yuan [1]. Stocks with Significant Financing Inflows - The stocks with the highest net financing inflows include Kingsoft Office, Maiwei Biotech, and Zhuoyi Information, with net inflows of 639.98 million yuan, 624.31 million yuan, and 499.75 million yuan respectively [2]. - The average increase in stock prices for those with net inflows exceeding 10 million yuan was 2.52%, with notable gainers including Rejing Biotech (up 18.15%), Nuocheng Jianhua (up 9.93%), and Guangyun Technology (up 9.89%) [2]. Sector Preferences - Investors showed a preference for stocks in the pharmaceutical, electronics, and computer sectors, with 17, 11, and 5 stocks respectively being favored [2]. - The average ratio of financing balance to market capitalization for these stocks is 3.48%, with Maiwei Biotech having the highest ratio at 6.84% [2]. Notable Stock Performances - Kingsoft Office had a financing balance of 1.206 billion yuan, increasing by 639.98 million yuan, and its stock price rose by 2.33% [2]. - Other notable stocks with significant financing balances and price movements include Maiwei Biotech (up 0.04%), Zhuoyi Information (up 8.93%), and Mai Xinlin (up 9.25%) [2][3].

科创板融资余额较前一交易日增加3.35亿元，融券余额增加262.34万元。342股融资余额环比增加，165 股融券余额环比增加。 证券时报·数据宝统计显示，截至6月9日，科创板两融余额合计1534.52亿元，较上一交易日增加3.38亿 元。其中，融资余额合计1528.99亿元，较上一交易日增加3.35亿元；融券余额合计5.53亿元，较上一交 易日增加262.34万元。 融资余额方面，截至6月9日，融资余额最高的科创板股是中芯国际，最新融资余额74.01亿元，其次是 寒武纪、海光信息，融资余额分别为43.05亿元、31.35亿元。环比变动来看，342只科创板个股融资余额 环比增加，环比下降的有241只。融资余额增幅较大的是爱科赛博、卓易信息、倍轻松，环比上个交易 日增加54.69%、38.72%、24.84%；降幅居前的有智翔金泰、国博电子、航天南湖，环比下降14.81%、 13.88%、13.41%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 科创板融资余额增幅排名 | 代码 | 简称 | 最新融资余额 | 融资余额环比增 | 最新融券余额 | 融券余额环比增 | ...

Group 1 - The company held its 23rd meeting of the 4th Supervisory Board on June 4, 2025, with all three supervisors present, confirming compliance with relevant laws and regulations [1][2] - The Supervisory Board approved the implementation of a restricted stock incentive plan, determining that both the company and the incentive recipients met all necessary qualifications [1][2] - The initial grant date for the incentive plan is set for June 4, 2025, with a grant price of 25 yuan per share for 3.7 million shares to 40 eligible recipients [2]

证券代码：688258 证券简称：卓易信息 公告编号：2025-024 江苏卓易信息科技股份有限公司 关于向 2025 年限制性股票激励计划激励对象 首次授予限制性股票的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 江苏卓易信息科技股份有限公司（以下简称"公司"）《2025 年限制性股票 激励计划（草案）》（以下简称"《激励计划（草案）》"或"本激励计划"）规定 的限制性股票授予条件已经成就，根据公司 2025 年第一次临时股东大会的授权， 公司于 2025 年 6 月 4 日召开第四届董事会第二十七次会议和第四届监事会第二 十三次会议，审议通过了《关于向 2025 年限制性股票激励计划激励对象首次授 予限制性股票的议案》，确定 2025 年 6 月 4 日为首次授予日，以 25 元/股的授 予价格向 40 名激励对象授予 370 万股。现将有关事项说明如下： 一、限制性股票授予情况 （一）本次限制性股票授予已履行的决策程序和信息披露情况 1、2025 年 5 月 8 日，公司召开第四届董事会第二十 ...

江苏卓易信息科技股份有限公司监事会 关于公司 2025 年限制性股票激励计划首次授予激励对象名 2、激励对象的基本情况属实，不存在虚假、故意隐瞒或致人重大误解之处。 3、激励对象均为公司公告本激励计划时在公司（含子公司）任职的核心技 术人员及骨干人员。 4、激励对象均不存在《管理办法》中规定的不得成为激励对象的下述任一 情形： （1）最近 12 个月内被证券交易所认定为不适当人选； 单（授予日）的核查意见 江苏卓易信息科技股份有限公司（以下简称"公司"）监事会依据《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》"）、《上市公司股权激励管理办法》（以下简称"《管理 办法》"）、《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"）、 《上海证券交易所上市公司自律监管指引第 1 号——规范运作》《科创板上市公 司自律监管指南第 4 号——股权激励信息披露》等相关法律、法规及规范性文件 和《江苏卓易信息科技股份有限公司章程》（以下简称"《公司章程》"）的有关 规定，对公司 2025 年限制性股票激励计划（以下简称"本激励计划"）首次授 予激励对象名单（ ...

一、限制性股票激励计划授予的分配情况： 注：1、上表中部分合计数与各明细数相加之和在尾数上如有差异，系以上百分比结果 四舍五入所致。 2、上述任何一名激励对象通过全部在有效期内的股权激励计划获授的本公司股票均累 计未超过公司股本总额的 1%。公司全部在有效期内的股权激励计划所涉及的标的股票总数 累计未超过公司股本总额的 20%。预留权益比例未超过本激励计划拟授予权益数量的 20%。 激励对象因个人原因自愿放弃获授权益的，由董事会对授予数量作相应调整，将激励对象放 弃的权益份额直接调减或调整到预留部分或在激励对象之间进行分配。 3、本激励计划首次授予的激励对象不包括董事、高级管理人员、独立董事、监事、单 独或合计持有公司 5%以上股份的股东或实际控制人及其配偶、父母、子女。 江苏卓易信息科技股份有限公司 2025 年限制性股票激励计划首次授予激励对象名单 （授予日） | 姓名 | 职务 | 获授的第二类 限制性股票数 | 占本激励计划 拟授出全部权 | 占授予时公司 股本总额的比 | | --- | --- | --- | --- | --- | | | | 量（万股） | 益数量的比例 | 例 | | 詹奇 ...

上⎧市东大名䐟 501 号上⎧ⲭ⦹兰广场办公ᾬ 23 层䛞㕆：200080 Floor23,SinarMasPlaza,No.501,EastDaMingRoad,Shanghai200080,P.R.China ⭥䈍（Tel）：862155989888/55989666 传ⵏ（Fax）：862155989898 | 䟺 义 1 | | --- | | 一、关于ᵜ◰励䇑划俆⅑授予⴨关事亩Ⲵ批准和授ᵳ 4 | | 二、关于ᵜ◰励䇑划Ⲵ俆⅑授予事亩 6 | | 三、㔃䇪性意㿱 | 德恒上⎧律师事务所 关于⊏㣿卓᱃信息、技㛑份ᴹ䲀公司 2025 年䲀制性㛑⾘◰励䇑划俆⅑授予事亩Ⲵ⌅律意㿱 䟺 义 在ᵜ⌅律意㿱中，䲔䶎文义另ᴹ所指，下列䇽䈝具ᴹ下属⏥义： | 卓᱃信息/公司/ᵜ公司 | 指 | ⊏㣿卓᱃信息、技㛑份ᴹ䲀公司（含下属子公司） | | --- | --- | --- | | ᵜ◰励䇑划 | 指 | ⊏㣿卓᱃信息、技㛑份ᴹ䲀公司 2025 年䲀制性㛑⾘ | | | | ◰励䇑划 | | ᵜ⌅律意㿱 | 指 | 《德恒上⎧律师事务所关于⊏㣿卓᱃信息、技㛑份 | | | | ᴹ䲀公司 年䲀制性㛑⾘◰励䇑划俆⅑授 ...

证券代码：688258 证券简称：卓易信息 公告编号：2025-026 江苏卓易信息科技股份有限公司 第四届监事会第二十三次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 江苏卓易信息科技股份有限公司（以下简称"公司"）第四届监事会第二十 三次会议（以下简称"本次会议"）于 2025 年 6 月 4 日以现场方式在公司会议室 召开，本次会议通知及相关材料已于 2025 年 5 月 30 日以书面形式送达公司全体 监事。本次会议由监事会主席杜娟女士主持，会议应到监事 3 名，实到 3 名，会 议的召集和召开程序符合《中华人民共和国公司法》（以下简称"《公司法》"）及 《江苏卓易信息科技股份有限公司章程》（以下简称"《公司章程》"）的规定，表 决所形成的决议合法、有效。 二、监事会会议审议情况 （1）公司不存在《上市公司股权激励管理办法》等法律、法规和规范性文 件规定的禁止实施股权激励计划的情形，公司具备实施股权激励计划的主体资格； （2）本激励计划首次授予的激励对象具备《公司法》《证券法 ...