| 证券代码：688292 | 证券简称：浩瀚深度 | 公告编号：2025-078 | | --- | --- | --- | | 转债代码：118052 | 转债简称：浩瀚转债 | | 北京浩瀚深度信息技术股份有限公司 关于 2025 年员工持股计划非交易过户完成的公告 2025 年 12 月 17 日，公司收到中国证券登记结算有限责任公司出具的《证 券过户登记确认书》，确认"北京浩瀚深度信息技术股份有限公司回购专用证券 账户"所持有的 1,724,736 股公司股票已于 2025 年 12 月 16 日非交易过户至"北 京浩瀚深度信息技术股份有限公司-2025 年员工持股计划"（证券账户号码： B887869145），过户价格 15.30 元/股。截至本公告披露日，公司本员工持股计 划持有的公司股份数量为 1,724,736 股，占公司目前总股本的比例为 1.09%。 根据公司《2025 年员工持股计划（草案）》的相关规定，本持股计划的存 续期为 48 个月，自本员工持股计划草案经公司股东大会审议通过且公司公告最 后一笔标的股票过户至本持股计划名下之日起算。存续期满且未展期的，本员工 持股计划自行终止。本 ...

Group 1: Commercial Aerospace - SpaceX plans to conduct an IPO in 2026, aiming to raise several billion dollars, marking a new phase of commercialization and capitalization in the commercial aerospace industry [3] - China's recent successful launch of multiple satellites demonstrates its growing capabilities in space exploration, with an increasing frequency of launches expected to drive exponential growth in orders for upstream suppliers [3][4] - Companies like Guanglian Aviation are positioned to benefit significantly from the anticipated increase in commercial rocket launches, with potential revenue growth reaching tens of billions [4] Group 2: AI and Server Technology - The demand for AI computing power is escalating, with power consumption for AI models increasing significantly, leading to a shift from traditional air cooling to liquid cooling solutions [6] - Companies with rare certification for liquid cooling solutions are expected to see a revaluation of their worth due to the high technical barriers and increased average selling prices [6] - The AI server supply chain is evolving, with investments shifting towards companies that possess high technical barriers and rare certifications, which will likely enjoy valuation premiums [6][9] Group 3: Humanoid Robots - Tesla's Optimus has initiated the supplier review process, indicating that humanoid robots are on the verge of mass production, with Chinese companies expected to surpass Tesla in production scale by 2026 [7] - Key components such as lightweight materials and advanced sensors are critical for the development of humanoid robots, with companies like Ningbo Huaxiang collaborating on innovative materials [8][10] - Investment strategies should prioritize core components over complete systems, focusing on companies with high technical barriers and established supply chains [11] Group 4: Semiconductor Industry - The demand for high-bandwidth memory (HBM) is surging due to AI chip requirements, prompting a rapid evolution in HBM technology and a focus on domestic production capabilities [12] - Companies like Huahai Chengke are positioned to capture significant market share in the HBM materials sector, with potential revenues reaching 3 billion yuan [14] - The semiconductor investment landscape is shifting towards companies that can achieve substantial breakthroughs and secure orders in high-demand areas like HBM and advanced packaging [12] Group 5: Energy Sector - The energy market is experiencing a transition, with gas turbines expected to maintain strong demand through 2035, benefiting companies like Yingliu [15] - Nuclear fusion technology is advancing, with Chinese teams making significant progress, positioning companies like China Uranium Industry as future leaders in energy solutions [16] - Investment strategies should focus on both immediate opportunities in gas turbines and long-term potential in nuclear fusion technologies [16] Group 6: Optical Communication - The optical communication sector is transitioning from 800G to 1.6T technology, significantly increasing the demand for core materials like indium phosphide [17] - Companies that have achieved breakthroughs in domestic production of critical components for optical modules are expected to benefit from industry growth and market share increases [17][21] - Investment in optical communication should align with the dual themes of speed upgrades and domestic substitution [17] Group 7: Macro Variables - The Federal Reserve's recent interest rate cut is expected to create a more favorable liquidity environment for growth-oriented technology stocks, particularly those sensitive to interest rates [18][22] - The anticipated improvement in financing conditions will support technology companies in sectors like commercial aerospace, AI, and robotics that require substantial R&D investments [22] - Investors should focus on identifying companies with real technological barriers and clear growth paths in the evolving landscape of hard technology [23]

人民财讯12月11日电，浩瀚深度12月11日在互动平台表示，公司在低空经济领域有业务布局：(1)公司 控股子公司南京酉伫信息技术有限公司与中通服设计院、南京大学、金陵科技学院联合成立了"低空空 域安全技术创新联合实验室"。该实验室致力于在低空空域安全技术、无人机探测与反制、信息安全及 人工智能等领域推动行业标准制定和技术创新。(2)在低空智联网领域，公司控股子公司智联云安已经 携手中国移动（600941）提供低空无人机安全监测管理系统。 ...

■ （二）离任对公司的影响 根据《中华人民共和国公司法》《公司章程》的有关规定，周华先生的辞职不会导致公司董事会成员低 于法定最低人数，其辞职报告自送达董事会时生效。其辞职不会影响公司董事会的正常运行，亦不会对 公司的日常生产经营产生不利影响。截至本公告披露日，周华先生未直接持有公司股份，也不存在应履 行而未履行的承诺事项。 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、准确性和完整性承担法律责任。 一、董事/高级管理人员离任情况 （一）提前离任的基本情况 浙江亚光科技股份有限公司（以下简称"公司"）于2025年12月8日收到公司非独立董事周华先生提交的 辞职报告，周华先生因公司治理结构调整原因提请辞去公司第四届董事会非独立董事职务。辞去上述职 务后，周华先生仍在公司任职。 二、职工董事选举情况 2025年12月9日 周华先生，男，1985 年出生，中国国籍，无境外永久居留权，本科学历。2009年7月加入温州亚光机械 制造有限公司，历任仓库主管、生产部经理、质检部经理。现任浙江亚光科技股份有限公司职工董事、 信息部经理。 周华先生目前未直接持有公司股份， ...

| 证券代码：688292 | 证券简称：浩瀚深度 | 公告编号：2025-077 | | --- | --- | --- | | 转债代码：118052 | 转债简称：浩瀚转债 | | 北京浩瀚深度信息技术股份有限公司 关于部分募集资金账户注销的公告 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。 北京浩瀚深度信息技术股份有限公司（以下简称"公司"）首次公开发行股 票募集资金按照相关法律法规和规范性文件的规定在银行开立了募集资金专用 账户。近日，公司办理完成部分募集资金专用账户的注销手续，现将具体情况公 告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北京浩瀚深度信息技术股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕1233 号）同意公司首次公开 发行股票的注册申请，并经上海证券交易所同意，公司首次公开发行人民币普通 股（A 股）3,928.6667 万股，每股发行价格 16.56 元，本次募集资金总额为人民 币 65,058.72 万元，扣除各项发行费用人民币 7,889.49 万元 ...

Group 1 - The stock of Haohan Deep fell by 3.59% on December 4, with a trading volume of 120 million yuan [1] - On December 4, Haohan Deep had a financing buy-in amount of 12.28 million yuan and a net financing buy-in of 6.31 million yuan, with a total financing and securities balance of 123 million yuan [1] - The financing balance of Haohan Deep is 123 million yuan, accounting for 5.40% of the circulating market value, which is above the 80th percentile level over the past year [1] Group 2 - As of September 30, Haohan Deep had 7,875 shareholders, a decrease of 5.05% from the previous period, while the average circulating shares per person increased by 17.97% to 12,803 shares [2] - For the period from January to September 2025, Haohan Deep reported operating revenue of 249 million yuan, a year-on-year decrease of 21.51%, and a net profit attributable to the parent company of -9.18 million yuan, a decrease of 124.88% year-on-year [2] Group 3 - Since its A-share listing, Haohan Deep has distributed a total of 53.35 million yuan in dividends [3]

Core Viewpoint - The company, Haohan Deep (688292.SH), has been actively involved in national major event network security work for several years, demonstrating the practical application of its technology in various fields, including intelligent vehicles and low-altitude internet of things [1] Group 1: Intelligent Vehicles and Traffic - The company has provided safety monitoring management and identity authentication systems for multiple integrated autonomous driving demonstration zones [1] - It offers automotive information security monitoring and operational management systems to several automotive manufacturers, including high-end foreign brands [1] - The company's integrated vehicle-road-cloud safety solutions, which include traffic situation analysis and congestion prediction, have been implemented in the autonomous driving sector [1] Group 2: Low-altitude Internet of Things - The company has partnered with mobile operators to provide safety monitoring management systems for low-altitude drones [1] Group 3: Computing Network - To address the large-scale computing demands brought by AI large models, the company has laid out plans for the next generation of high-performance intelligent computing switches [1] - The core objective is to provide high bandwidth and low latency network connectivity and intelligent operation capabilities for large data centers [1]

Core Viewpoint - The company, Haohan Deep (688292.SH), has been actively involved in national major event network security work for several years, demonstrating the practical application of its technology in various fields, including intelligent vehicles and low-altitude internet of things [1] Group 1: Intelligent Vehicles and Transportation - The company has provided safety monitoring management and identity authentication systems for multiple integrated autonomous driving demonstration zones [1] - It offers automotive information security monitoring and operational management systems to several automotive manufacturers, including high-end foreign brands [1] - The company's integrated vehicle-road-cloud safety solutions, which include traffic situation analysis and congestion prediction, have been implemented in the autonomous driving sector [1] Group 2: Low-altitude Internet of Things - The company has partnered with mobile operators to provide safety monitoring management systems for low-altitude drones [1] Group 3: Computing Network - In response to the large-scale computing demands brought by AI large models, the company has laid out next-generation high-performance intelligent computing switches [1] - The core objective is to provide high bandwidth and low latency network connectivity and intelligent operation capabilities for large data centers [1]

浩瀚深度 20251128 摘要 浩瀚深度收购国睿数智 35%股权并实现并表，后者 2024 年净利润 900 多万元，目标 2025 年达到 3,500 万元，尽管业绩波动大，但公司对其 全年业绩充满信心，并已通过可转债再融资为国睿提供资金支持。 国睿数智与浩瀚深度在客户群体上形成互补，前者服务于国家网络监管 部门，后者服务于运营商，双方技术互补，例如在反诈领域，浩瀚提供 前端采集设备，国睿负责后端软件分析系统。 浩瀚深度对 AI 业务前景乐观，预计 2026 年将是重要发展年份，正与工 信部、信通院及三大运营商合作推进多个重点项目，并计划与国睿数智 合作开发基于 AIGC 的新型监管解决方案。 反诈市场潜力巨大，浩瀚深度与国睿数智将整合资源，推出完整解决方 案，已在辽宁管局项目中获得成功，计划拓展至其他地区及行业客户， 并持续进行技术创新和产品升级。 语音反诈和互联网反诈的主要区别在于采集和识别方式，国瑞在语音反 诈方面经验丰富，浩瀚在互联网反诈方面拥有 DPI 技术优势，结合大数 据模型提供全方位解决方案。 Q&A 浩瀚深度为何决定进一步收购国睿数智的控股权？ 浩瀚深度决定进一步收购国睿数智的控股权，主 ...

Key Points - The core viewpoint of the articles highlights various corporate announcements, including stock buybacks, project investments, and share transfers, indicating active corporate strategies in response to market conditions [1][2]. Company Announcements - Tianpu Co., Ltd. is under suspension for verification [1]. - Saiwei Electronics reports that the MEMS-OCS chips produced by its partner, Silex Beijing, have not yet entered mass production [1]. - Hongyang plans to establish a full industry chain in Qujing, Yunnan, centered around pyridine alkaloids [1]. - China Aluminum International has won a bid for the "large-to-small" upgrade project of the Qinglongxia electrolytic cell [1]. - Haohan Deep intends to acquire a 16.0656% stake in Guorui Zhizhi for 70.6886 million yuan [1]. - Huaxin Environmental has completed a buyback of 1.3202% of its shares [1]. Share Transactions - Perfect World’s actual controller, Chi Yufeng, plans to reduce his stake by up to 1.7% [2]. - Mindray Medical's chairman, Li Xiting, intends to increase his stake by 200 million yuan [2]. - Yidelong's major shareholder, Wang Ming, plans to reduce his holdings by up to 320,000 shares [2]. - Zhongman Petroleum's shareholders plan to collectively reduce their holdings by up to 13.869 million shares [2]. - Innovation New Materials reports that Hualian Group intends to reduce its stake by up to 37.5607 million shares [2]. Other Corporate Activities - Guangdong Jianke has signed a framework agreement with the Linzhi Economic Development Zone Management Committee [2]. - Chen'an Technology is planning to issue A-shares to specific investors, leading to a stock suspension [2].