Core Viewpoint - The legal opinion letter from Jiangsu Manxiu (Wuxi) Law Firm confirms that Jiangsu Zhuoyi Information Technology Co., Ltd.'s differentiated equity distribution plan for the 2024 profit distribution complies with relevant laws and regulations, and does not harm the interests of the company and its shareholders [10]. Group 1: Differentiated Equity Distribution - The differentiated equity distribution is necessary due to discrepancies between the total share capital and the actual shares participating in the profit distribution, as shares in the repurchase account do not enjoy distribution rights [8]. - The company plans to distribute a cash dividend of RMB 1.00 per 10 shares to all shareholders registered on the equity registration date, without capital reserve transfer or bonus shares [8][9]. - The total share capital of the company is 121,142,237 shares, with 2,180,997 shares in the repurchase account, resulting in 118,961,240 shares participating in the distribution [7][9]. Group 2: Legal Compliance and Impact - The legal opinion states that the differentiated equity distribution complies with the Company Law, Securities Law, and other relevant regulations, ensuring that the impact on the stock's ex-rights (ex-dividend) reference price is minimal [10]. - The calculated ex-rights reference price is RMB 45.50 per share, with a negligible impact of 0.00396% on the reference price due to the differentiated distribution [9][10]. - The opinion emphasizes that the distribution plan does not harm the interests of the company or its shareholders, confirming its legality and adherence to corporate governance standards [10].

Core Points - The company has approved a differentiated cash dividend distribution plan at the 2024 annual shareholders' meeting held on May 13, 2025 [1][2] - The cash dividend is set at RMB 0.10 per share (before tax) [1][4] - The total number of shares eligible for the dividend distribution is 118,961,240 shares after excluding 2,180,997 shares held in the company's repurchase account [2][3] - The total cash dividend amount to be distributed is RMB 11,896,124.00 (before tax) [2][3] Dividend Distribution Details - The cash dividend distribution will not involve capital reserve conversion to share capital or stock dividends [2][3] - The ex-dividend date, record date, and payment date are specified but not detailed in the provided text [3] - The reference price for ex-dividend trading will be adjusted based on the cash dividend amount [2][3] Tax Implications - Individual shareholders holding shares for more than one year will be exempt from personal income tax on the dividend [4][5] - For shares held for less than one year, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon the sale of shares [4][5] - For Qualified Foreign Institutional Investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of RMB 0.09 per share [5][6]

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].

Core Insights - The total margin financing balance on the STAR Market increased by 335 million yuan, while the margin short selling balance rose by 2.6234 million yuan, indicating a positive trend in investor sentiment [1][2]. Financing Balance Summary - As of June 9, the total margin financing balance reached 153.452 billion yuan, with a financing balance of 152.899 billion yuan and a short selling balance of 5.53 billion yuan [1]. - The stock with the highest financing balance is SMIC, with a latest balance of 7.401 billion yuan, followed by Cambrian and Haiguang Information with balances of 4.305 billion yuan and 3.135 billion yuan respectively [1]. - A total of 342 stocks saw an increase in financing balance, while 241 stocks experienced a decrease [1]. - Notable increases in financing balance include Aikesaibo (54.69%), Zhuoyi Information (38.72%), and Beiqingsong (24.84%), while significant decreases were observed in Zhixiang Jintai (-14.81%), Guobo Electronics (-13.88%), and Aerospace Nanhu (-13.41%) [1]. Short Selling Balance Summary - The stock with the highest short selling balance is Haiguang Information at 19 million yuan, followed by SMIC and Cambrian with balances of 17 million yuan and 14 million yuan respectively [2]. - A total of 165 stocks saw an increase in short selling balance, while 96 stocks experienced a decrease [2]. - Significant increases in short selling balance were noted for Xinghuan Technology (49.33%), Nuotai Biology (49.24%), and Hongwei Technology (45.93%), while the largest decreases were recorded for Aladdin (-100.00%), Zhimingda (-57.54%), and Maixinlin (-47.33%) [2].

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 ...