Group 1 - US stock market experienced a decline with the Dow Jones down 0.95%, Nasdaq down 0.87%, and S&P 500 down 0.77% [1] - Popular Chinese concept stocks saw significant gains, with Xiaoma Zhixing up over 47%, Wenyan Zhixing up over 31%, and Bitdeer up over 6% [1] - Tesla faced challenges in Europe with double-digit declines in six major markets, including a two-year low in the UK and nearly a halving in Germany [8] Group 2 - The US trade deficit expanded to a record high of $140.5 billion in March [2] - The Trump administration is preparing to issue an executive order aimed at accelerating the deployment of nuclear reactors [4] - Huang Renxun stated that the Chinese AI chip market is expected to reach a scale of $50 billion [5] Group 3 - The European Union is considering countermeasures against the US, planning to impose tariffs on $100 billion worth of US goods if negotiations fail [9] - COMEX gold futures saw a rise of over 3%, with prices surpassing $3,400 per ounce [10] Group 4 - The Chinese government plans to implement a package of financial policies to stabilize the market and expectations [11][12] - The Ministry of Commerce announced that China has agreed to engage in talks with the US [12] - The first quarter GDP growth in China was reported at 5.4% year-on-year, with confidence in achieving a 5% growth target by 2025 [20] Group 5 - The quantum computing industry in China is advancing with the launch of a fourth-generation quantum computing measurement and control system [16][21] - The DRAM market is expected to grow significantly, with a 42.5% year-on-year increase to $26.729 billion in Q1 2025, driven by AI server demand and recovery in PC and mobile sectors [21] - Huawei is set to unveil its HarmonyOS PC, marking a significant development in domestic computer technology [22][23]

Group 1 - Ningde Times announced a share buyback plan with a total fund of 40 billion to 80 billion yuan, having repurchased 6.641 million shares, accounting for 0.1508% of the total share capital, with a total expenditure of 1.551 billion yuan [1] - Guoxin Technology successfully tested its quantum-resistant password chip AHC001, which is based on a domestic 28nm process and features low power consumption and high security, aimed at high-security applications [2] - Jingcheng Co. plans to introduce investors through a capital increase and share expansion for its subsidiary Tianhai Hydrogen Energy, with details yet to be determined [3] Group 2 - Weir Shares' shareholder plans to exchange up to 10 million shares for an open-ended index fund, representing 0.82% of the total share capital, aimed at optimizing asset allocation [4] - Zhejiang University Network New committed 33 million yuan to invest in a venture capital fund focusing on artificial intelligence and robotics, with a total target size of 100 million yuan [5] - Huayi Group intends to acquire 60% of San Aifu for 4.091 billion yuan to expand its business in fluorine fine chemicals, with funding sourced from its own or self-raised funds [6] Group 3 - Huina Technology's controlling shareholder is planning a change of control, leading to a temporary suspension of stock trading [7] - Tongyu Heavy Industry's actual controller will change from Zhuhai State-owned Assets Supervision and Administration Commission to Shandong State-owned Assets, following a share transfer agreement [8] - Kangxi Communication terminated its major asset restructuring plan and shifted to a strategic investment plan to acquire 35% of Shenzhen Chip Zhongxin Technology [9] Group 4 - Huafeng Measurement Control's shareholder plans to transfer 2.9% of its shares due to funding needs, with the transfer price set at a minimum of 70% of the average trading price over the previous 20 trading days [10] - Xiangyuan Cultural Tourism reported a 50.47% year-on-year increase in revenue during the May Day holiday [13] - Sairisi's April new energy vehicle sales increased by 12.99% year-on-year [13]

★ 宏观动态 ★ 预告：央行、证监会等部门7日上午9时将发声，介绍"一揽子金融政策支持稳市场稳预期"有关情况 国务院新闻办公室5月6日消息，国务院新闻办公室将于5月7日上午9时举行新闻发布会，中国人民银行、国家 金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预期"有关情况，并答 记者问。 特朗普称不会为了和中国谈判而取消对华关税？外交部回应 据环球时报报道，外交部发言人林剑5月6日主持例行记者会。美国总统特朗普在接受美国全国广播公司 （NBC）采访时称，他不会为了开启谈判而取消对中国加征的关税。中美双方距离正式开启贸易谈判还有多 远？是否美国必须先降低关税，中国才愿意参与谈判？ 对此，中国外交部发言人林剑表示，这场关税战是美方挑起的，中方的态度是一贯的，也是明确的。打，奉陪 到底，谈，大门敞开。美方近期不断表示，希望同中方进行谈判，关税战、贸易战没有赢家，如果美方真想通 过对话谈判解决问题，就应该停止威胁施压，在平等、尊重、互惠的基础上同中方开展对话。 外交部：中方和欧洲议会决定同步全面取消对相互交往的限制 在今日的外交部例行记者会上，有记者提问，据报道，中方已同欧洲议会相互取 ...

【品大事】 2025.05. 06 5月6日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 *ST华嵘：现金收购控股子公司浙江庄辰34%股权 *ST华嵘(600421)公告，5月6日，公司与上海倾岚投资合伙企业（有限合伙）（简称"上海倾岚"）和 杭州丁酉投资合伙企业（有限合伙）（简称"杭州丁酉"）签署了《股权转让协议》，上海倾岚和杭州 丁酉分别持有公司控股子公司浙江庄辰42.5%和6.5%的股权,公司拟以现金方式收购上海倾岚所持有 的浙江庄辰27.5%股权和杭州丁酉持有的6.5%股权，合计34%的股权，本次股权转让完成后，公司将 持有浙江庄辰85%的股权。本次交易完成后，公司持有控股子公司浙江庄辰的股权比例将由51%提高 至85%，有利于进一步优化公司资产结构，促进公司经营发展。本次交易构成关联交易，但不构成重 大资产重组。基于谨慎性原则，上海倾岚和杭州丁酉按照浙江庄34%的股权所对应的净资产值 1972.80万元作为标的价值，公司按协议规定要求实际支付的对价为1972.80万元。 华智数媒：截至5月5日24时《水饺皇后》累计票房收入约为2.18亿元 华智数媒(300 ...

Group 1 - *ST Huaron plans to acquire 34% stake in Zhejiang Zhuangchen, increasing its ownership from 51% to 85%, optimizing asset structure and promoting business development [3] - Huazhi Media's film "Dumpling Queen" has grossed approximately 218 million yuan in its first six days, exceeding 50% of the company's audited revenue for the last fiscal year [4] - Shanghai International Group intends to transfer 339 million shares of Shanghai International Port Group to Jiushi Group without compensation, which will not change the major shareholder or actual controller [5] Group 2 - Weili Medical's subsidiary received EU MDR certification for portable infusion pumps and disposable storage boxes, enhancing market access in Europe [6] - Guoxin Technology successfully tested a new quantum-resistant chip, AHC001, based on domestic 28nm process technology [7] - Tianbang Foods reported April sales of 470,900 pigs, generating revenue of 691 million yuan, with a sales price of 16.29 yuan/kg [9] Group 3 - Weisheng Information won a procurement project from State Grid Hebei Electric Power Company worth 15.4587 million yuan, representing 0.56% of the company's audited revenue for 2024 [10] - Hanma Technology produced 1,120 trucks in April, with sales of 1,127 trucks, marking a year-on-year increase of 56.96% [11] - Western Pastoral's fresh milk production in April increased by 0.47% year-on-year, totaling 3,024.95 tons [12] Group 4 - Xiangyuan Cultural Tourism reported a 50.47% increase in revenue during the May Day holiday, with 623,600 visitors [13] - Zhongli Co. signed a strategic cooperation framework agreement with Jungheinrich AG to promote the electrification of the global material handling industry [15] - Far East Holdings received contracts worth 2.646 billion yuan in April for projects exceeding 10 million yuan [16] Group 5 - Haon Automotive received a project confirmation from a leading new energy vehicle brand, with an estimated total revenue of 619 million yuan over 3-6 years [17] - Aopu Optoelectronics signed a contract for the development of an optical system worth 297 million yuan, accounting for 39.84% of the company's audited revenue for 2024 [18] - Zhonghua Rock and Soil's subsidiary won a bid for a project worth 181 million yuan, representing 11.84% of the company's revenue for 2024 [19] Group 6 - Linglong Tire's controlling shareholder plans to increase its stake in the company by 200 million to 300 million yuan within six months [21] - Tiantong Co. obtained a loan commitment of up to 45 million yuan for stock repurchase purposes [24]

证券代码：688262 证券简称：国芯科技 公告编号：2025-044 苏州国芯科技股份有限公司 关于自愿披露公司与参股公司郑州信大壹密科技有限公司 合作研发的抗量子密码芯片新产品内部测试成功的公告 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。 苏州国芯科技股份有限公司（以下简称"公司"或"国芯科技"）与参股公 司郑州信大壹密科技有限公司(以下简称"信大壹密")合作研发的抗量子密码 芯片AHC001新产品于近日在公司内部测试中获得成功。现将相关事项公告如下： 一、新产品的基本情况 特此公告。 苏州国芯科技股份有限公司 董事会 二、对公司的影响 公司与信大壹密对上述芯片产品共同拥有知识产权。本次抗量子密码芯片新 产品研发成功，是公司在量子安全领域长期坚持创新驱动的结果，实现了公司安 全芯片产品的抗量子化提升，进一步完善了公司信创与信息安全芯片产品的布局， 将为信息安全领域抗量子密码技术的迁移提供技术支撑，对公司未来市场拓展和 业绩成长性预计都将产生积极的影响。 三、风险提示 本次测试目前是公司内部测试成功，尚未完成第三方机 ...

Core Viewpoint - The company has successfully tested a new quantum-resistant encryption chip, AHC001, in collaboration with its affiliate Zhengzhou Xinda Yimi Technology Co., Ltd. [1] Group 1: Product Development - The AHC001 chip is based on a domestic 28nm process and features a self-designed CPU core [1] - It integrates a quantum-resistant encryption algorithm engine, ECC engine, and symmetric encryption processor [1] - The chip supports various quantum-resistant and traditional encryption algorithms [1] Group 2: Performance Metrics - The typical operating power consumption of the chip is as low as 350mW, while the static low power consumption can reach approximately 0.13mW [1] - The Kyber512 quantum-resistant algorithm achieves a key generation speed of 3600 times per second, an encryption speed of 2600 times per second, and a decryption speed of 1300 times per second [1] Group 3: Application Areas - The AHC001 chip is suitable for high-security information security devices in sectors such as finance, communications, electricity, and the Internet of Things [1]

一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 4 月 30 日 （二） 股东大会召开的地点：苏州新区塔园路 168 号苏州香格里拉酒店二楼贵 宾厅 II （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： 证券代码：688262 证券简称：国芯科技 公告编号：2025-039 苏州国芯科技股份有限公司 2025年第一次临时股东大会决议公告 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： 本次会议是否有被否决议案：无 | 1、出席会议的股东和代理人人数 | 262 | | --- | --- | | 普通股股东人数 | 262 | | 2、出席会议的股东所持有的表决权数量 | 128,371,351 | | 普通股股东所持有表决权数量 | 128,371,351 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 38.99 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 38.99 | ...

证券代码：688262 证券简称：国芯科技 公告编号：2025-043 一、 召开会议的基本情况 苏州国芯科技股份有限公司 关于召开2025年第二次临时股东大会的通知 （一） 股东大会类型和届次 2025年第二次临时股东大会 （四） 现场会议召开的日期、时间和地点 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。 召开日期时间：2025 年 5 月 16 日 14 点 00 分 重要内容提示： 召开地点：苏州新区塔园路 168 号苏州香格里拉酒店二楼贵宾厅 II （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 5 月 16 日 至2025 年 5 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股 ...

证券代码：688262 证券简称：国芯科技 公告编号：2025-040 苏州国芯科技股份有限公司 第二届董事会第二十九次会议决议公告 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。 一、董事会会议召开情况 苏州国芯科技股份有限公司（以下简称"公司"）第二届董事会第二十九次 会议（以下简称"本次会议"或"会议"）于 2025 年 4 月 30 日 16：00 在苏州 新区塔园路 168 号苏州香格里拉酒店二楼贵宾厅 II 举行。本次会议的通知于 2025 年 4 月 22 日通过电子邮件及电话等方式送达全体董事。本次会议采用现场 表决结合通讯表决的方式召开，会议应出席董事 9 名，实际出席董事 9 名，会议 由公司董事长郑茳先生主持。本次会议的召集和召开程序符合《中华人民共和国 公司法》等法律法规、部门规章、规范性文件和《苏州国芯科技股份有限公司章 程》（以下简称"《公司章程》"）等相关规定的要求。 二、董事会会议审议情况 经与会董事审议，本次会议审议通过如下议案： （一）审议通过《关于公司董事会换届选举暨提名第三届董事会非 ...