红利低波（H30269.CSI）指数，选取50只流动性好、连续分红、红利支付率适中、每股股息正增长以 及股息率高且波动率低的证券作为指数样本，采用股息率加权，截至12月02日，该指数近1年股息率为 4.09%；红利低波ETF基金（159547）是跟踪该指数综合费率最低的ETF。 红利质量（931468.CSI）指数，选取50只连续现金分红、股利支付率较高且兼具较高盈利能力特征的上 市公司证券作为指数样本，截至12月02日，该指数近1年股息率为3.43%；红利质量ETF（159758）是 跟踪该指数的唯一ETF。 艾罗能源：每股现金红利0.9375元（含税），股权登记日：2025-12-08，除息除权日：2025-12-09，数 据来源《艾罗能源：2025年前三季度权益分派实施公告》；申万一级行业：电力设备，非红利低波 （H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 卓易信息：每股现金红利0.10元（含税），股权登记日：2025-12-08，除息除权日：2025-12-09，数据 来源《卓易信息：2025年前三季度权益分派实施公告》；申万一级行业：计算机，非红利低波 （H30269. ...

关于 江苏漫修(无锡) 律师事务所 江苏卓易信息科技股份有限公司 差异化权益分派 之 法律意见书 江苏省无锡市盎园开发区吟白路 1 号研创大厦 22 楼, 214063 Tel: (0510) 82821395 82821396 Fax: (0510) 82826565 manxiu@manxiu-law.com www.manxiu-law.com 之 法律意见书 致:江苏卓易信息科技股份有限公司 根据《中华人民共和国证券法》(以下简称"《证券法》")、《中华人民 共和国公司法》(以下简称"《公司法》")、《上市公司股份回购规则》(以 下简称"《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》(以下简称"《监管指引第7号》")、《上海证券交易所股 票上市规则》(以下简称"《上市规则》")、《律师事务所从事证券法律业务 管理办法》 (以下简称"《证券法律业务管理办法》") 及《律师事务所证券法 律业务执业规则(试行)》(以下简称"《证券法律业务执业规则》")等法律、 行政法规、规范性文件及《江苏卓易信息科技股份有限公司章程》(以下简称"《公 司章程》")的有关规定,江苏漫修(无 ...

江苏卓易信息科技股份有限公司 证券代码：688258 证券简称：卓易信息 公告编号：2025-046 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江苏卓易信息科技股份有限公司（以下简称"公司"）2025 年 5 月 13 日的2024年年度股东大会授权，经 2025 年 10 月 23 日公司第五届董事 会第二次会议审议通过实施。 二、 分配方案 1. 发放年度：2025年前三季度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据中国证监会《上市公司股份回购规则》《上海证券交易所上市公司自律监 是否涉及差异化分红送转：是 每股分配比例 每股现金红利0.10元（含税） 相关日期 2025年前三季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 | | --- | --- | --- | | 2025/12/8 ...

Core Viewpoint - The company, through its wholly-owned subsidiary Nanjing Bai'ao Software Co., Ltd., is the only independent BIOS supplier authorized by Intel in mainland China, indicating a significant partnership and unique market position [1] Group 1 - The company confirmed its relationship with Intel in response to an investor inquiry, highlighting its status as the sole authorized independent BIOS supplier in mainland China [1] - The specific cooperation details between the company and its clients will be disclosed through statutory information channels, including regular reports and relevant announcements [1]

格隆汇12月2日丨卓易信息(688258.SH)在投资者互动平台表示，公司的全资子公司南京百敖软件有限公 司是中国大陆唯一获得英特尔授权的独立BIOS供应商，公司与客户的具体合作情况以公司在法定信息 披露渠道披露的定期报告与相关公告为准。 ...

格隆汇12月2日丨卓易信息(688258.SH)在投资者互动平台表示，公司的全资子公司南京百敖软件有限公 司是中国大陆唯一获得英特尔授权的独立BIOS供应商，公司与客户的具体合作情况以公司在法定信息 披露渠道披露的定期报告与相关公告为准。 ...

Core Viewpoint - The company, 卓易信息, is the only independent BIOS supplier in mainland China authorized by Intel, highlighting its unique position in the market [1] Company Summary - 卓易信息's subsidiary has received authorization from Intel, making it the sole independent BIOS supplier in mainland China [1]

Core Insights - The report emphasizes the upward synchronization of performance cycles and technology cycles in the computer industry, driven by AI empowerment and structural improvements in fundamentals [1][2][3] - The computer sector is characterized as a "bull market leader," with a significant resonance between fundamentals and liquidity, reflecting strong market recognition of revenue expansion potential [3][20] - The report forecasts substantial growth in various AI applications, including AI Coding, AI in office software, AI in finance, network security, intelligent driving, and industrial software, indicating a broad market opportunity [3][11][12][13][14][16][17] Group 1: AI Applications - AI Coding is projected to reshape software development paradigms, with a global market value expected to grow from $6.7 billion in 2024 to $25.7 billion by 2030, reflecting a compound annual growth rate (CAGR) of 25.2% [3][11][12] - The Chinese AI code generation market is anticipated to expand from 6.5 billion RMB in 2023 to 33 billion RMB by 2028, with a CAGR of 38.4% [3][12] - AI in office software is expected to reach a market size of 30.86 billion RMB in 2024, growing to 191.14 billion RMB by 2028, with a CAGR of 57.75% [3][12] - The network security market is projected to grow to $1.6 billion by 2028, with a CAGR exceeding 230%, driven by the integration of AI technologies [3][14] - Intelligent driving technologies are evolving towards L3 commercial applications, with significant growth in high-speed NOA penetration from 8.7% to 35.7% between 2023 and 2025 [3][16] Group 2: Investment Recommendations - The report suggests focusing on companies involved in AI Coding, such as Zhuoyi Information, and those in AI office software like Kingsoft Office and Foxit Software [3][11][12] - In the AI finance sector, companies like Tonghuashun and Jiufang Zhitu are highlighted for their innovative applications [3][13] - For network security, firms such as Deepin and Anheng Information are recommended due to their advancements in AI-driven security solutions [3][14] - In the intelligent driving space, companies like Desay SV and Zhongke Chuangda are noted for their leadership in high-performance driving solutions [3][16] - Industrial software firms like Zhongkong Technology and Rongzhi Rixin are recognized for their contributions to AI-driven industrial transformations [3][17]

Macro Economic Overview - Manufacturing and construction sectors show signs of low-level recovery, while the service sector is weakening, as indicated by the November PMI data [3][5] - The PMI for manufacturing increased by 0.3 percentage points to 50.0%, with improvements in new orders and export orders [3][4] - The construction PMI improved by 0.5 percentage points to 49.6%, supported by the acceleration of special bond issuance [5][6] Corporate Profit Trends - In the first ten months of 2025, the cumulative profit of large-scale industrial enterprises increased by 1.9% year-on-year, down from 3.2% [8][9] - October saw a significant decline in profits, with a year-on-year drop of 5.5%, attributed to a high base effect and rising costs [9][10] - The profit structure indicates a shift, with midstream profits increasing while upstream profits are declining [11][41] Investment Strategies - The report suggests early positioning for the upcoming spring market rally, with December being a crucial macroeconomic window [14][15] - Growth style is expected to continue, with a focus on technology and cyclical sectors [19][27] - The report highlights the potential of small-cap stocks, particularly in a liquidity-rich environment [18][22] Sector-Specific Insights - The real estate sector is seeing a shift towards infrastructure REITs, with a notable performance in affordable housing REITs [3][5] - The coal mining sector is experiencing price stability, with coal prices expected to remain firm [3][5] - The pharmaceutical sector is advancing rapidly in clinical trials for PD-1/VEGF dual antibodies, with four candidates entering registration trials [3][5] ETF and Index Performance - The report discusses the core investment value of the China Securities 2000 Enhanced Strategy ETF, emphasizing its growth potential and resilience [20][21] - The index is characterized by high growth and elasticity, particularly benefiting from liquidity easing and stimulus policies [21][22] Financial Engineering and Asset Allocation - The report recommends a multi-asset allocation strategy favoring short-term bonds, undervalued convertible bonds, and gold assets [55][56] - The bond market is expected to experience upward pressure on yields, with a shift in asset allocation from safe-haven assets to risk assets [43][48]

Core Viewpoint - The trend of A-share companies planning to list in Hong Kong continues, with 18 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in November [1] Group 1: Companies Planning to List - 18 A-share listed companies have announced plans to issue H-shares and list in Hong Kong from November 1 to November 29 [1] - Zhongji Xuchuang announced on November 10 its intention to issue H-shares and list on the Hong Kong Stock Exchange [1] Group 2: Specific Company Announcements - Runjian Co., Ltd. announced on November 25 its plan to issue H-shares and list in Hong Kong [2] - Ningbo Yunsheng authorized management on November 24 to initiate preparations for issuing H-shares and listing in Hong Kong [2] - Igor announced on November 24 its plan to issue H-shares and list in Hong Kong [2] - Miao Exhibition announced on November 24 its intention to issue H-shares and list in Hong Kong [2] - Zhuoyi Information announced on November 20 its plan to issue H-shares and list in Hong Kong [2] - Yuanjie Technology announced on November 19 its intention to issue H-shares and list in Hong Kong [2] - Dashang Co., Ltd. announced on November 18 its plan to issue H-shares and list in Hong Kong [2] - Sifang Jingchuang announced on November 14 its intention to issue H-shares and list on the main board of the Hong Kong Stock Exchange [2] - Zejing Pharmaceutical announced on November 14 its plan to issue H-shares and list in Hong Kong [2] - Juxin Technology announced on November 14 its intention to issue H-shares and list in Hong Kong [2] - Deye Co., Ltd. announced on November 13 its plan to issue H-shares and list in Hong Kong [2] - Tuosida announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Marumi Bio announced on November 12 its plan to issue H-shares and apply for listing in Hong Kong [2] - Transsion Holdings announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Anker Innovations announced on November 11 its plan to issue H-shares and list in Hong Kong [2] - Visual China announced on November 4 that it is planning to issue H-shares [2] - Juhe Materials announced on November 3 its plan to issue FF shares and list in Hong Kong [2]