Group 1: Market Performance - On June 24, major indices collectively rose over 1%, with leading gains in the brokerage and insurance sectors, followed by increases in automotive, computer, and power equipment sectors [1] - Internet finance and internet insurance concepts also saw upward movement [1] Group 2: Digital Financial Innovations - Guangxi Beibu Gulf Bank successfully issued China's first digital RMB financial bond worth 3 billion yuan with a 3-year term and an interest rate of 1.89%, aimed at supporting local economic development [1] - The bond issuance represents an innovative financing method in the bond market, integrating digital RMB with bond market operations [1] Group 3: Infrastructure Investments - Guangzhou Port announced plans for a total investment of 14.5 billion yuan in the Nansha Port Phase V project, with an additional capital increase of approximately 280.94 million yuan for its subsidiary [2] - This project aims to enhance container throughput capacity and adapt to the trend of larger container vessels, contributing to the development of a world-class port cluster in the Guangdong-Hong Kong-Macao Greater Bay Area [2] Group 4: ETF Performance - The Greater Bay Area ETF (512970) rose by 0.75%, with significant gains in constituent stocks such as Wealth Trend, Allwinner Technology, and Desay SV [2] - The National Enterprise Win-Win ETF (159719) increased by 0.13%, with notable performances from stocks like China Merchants Securities and China National Building Material [3] Group 5: Investment Outlook - In July, a peak in earnings forecasts from listed companies is expected, with focus on sectors showing improved or turning performance in mid-year reports, particularly in electronics, machinery, pharmaceuticals, defense, and metals [3] - Oriental Securities maintains a positive outlook on China's technology sector, emphasizing growth in robotics, AI, autonomous driving, and stable dividend-paying stocks in banking and utilities [4]

Industry Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The report suggests that the years 2025-2026 are expected to mark the commercialization of AI Agents, driven by advancements in large model capabilities and the introduction of key players like OpenAI, Anthropic, Microsoft, and Google [2][3] - The total addressable market (TAM) for AI Agents is estimated at approximately 3.61 trillion yuan, with significant opportunities in vertical industries such as IT and finance [2][3] - AI Agents are projected to replace specific standardized roles in various sectors, with a focus on enhancing productivity and ROI for businesses [3][48] Summary by Sections Investment Rating - The report maintains a rating of "Outperform" for the industry [1] Market Potential - The total addressable market (TAM) for AI Agents is estimated at 3.61 trillion yuan, calculated based on total salary levels, replacement rates, and efficiency optimization [50][54] - The report highlights six core scenarios where AI Agents are expected to penetrate first, including coding, banking, human resources, legal, cybersecurity, and customer service [61][62] Key Industry Insights - AI Agents are anticipated to significantly impact the banking sector, with 54% of jobs having a high potential for automation, leading to an estimated TAM of 1774.32 billion yuan in this field [71][77] - In the coding sector, AI is expected to automate up to 99% of coding tasks by the end of 2025, with a TAM of approximately 4357.84 billion yuan [63][68] - The report emphasizes that AI Agents will first replace roles in high-salary, white-collar industries such as finance, IT, and law, where the ROI for AI implementation is more favorable [55][57] Company Recommendations - The report suggests monitoring companies involved in general office applications and enterprise SaaS, as well as those in vertical markets like banking, human resources, and cybersecurity [3][4]

证券代码：688318 证券简称：财富趋势 公告编号：2025-023 深圳市财富趋势科技股份有限公司2024年年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： ● 公司存在首发战略配售股份，首发战略配售股份已全部上市流通 ● 是否涉及差异化分红送转：否 ● 每股分配比例，每股转增比例 每股现金红利0.5元（含税） 每股转增0.4股 ● 相关日期 ■ 一、通过分配、转增股本方案的股东会届次和日期 本次利润分配及转增股本方案经公司2025年5月20日的2024年年度股东会审议通过。 二、分配、转增股本方案 1.发放年度：2024年年度 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。 3.分配方案： 本次利润分配及转增股本以方案实施前的公司总股本182,942,480股为基数，每股派发现金红利0.5元 （含税），以资本公积金向全体股东每股转增0.4股，共计派发现金红利91,471,2 ...

证券代码：688318 证券简称：财富趋势 公告编号：2025-023 深圳市财富趋势科技股份有限公司2024年年度 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： ? 公司存在首发战略配售股份，首发战略配售股份已全部上市流通 新增无限售条件流 四、 分配、转增股本实施办法 （1）除自行发放对象外，无限售条件流通股的红利委托中国结算上海分公司 通过其资金清算系统向股权登记日上海证券交易所收市后登记在册并在上海证券 交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者可于红利发 放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国 结算上海分公司保管，待办理指定交易后再进行派发。 股权登记日 除权（息）日 现金红利发放日 通股份上市日 一、 通过分配、转增股本方案的股东会届次和日期 本次利润分配及转增股本方案经公司2025 年 5 月 20 日的2024年年度股东会 审议通过。 二、 分配、转增股本方案 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 ...

证券代码：688318 证券简称：财富趋势 公告编号：2025-023 深圳市财富趋势科技股份有限公司2024年年度 权益分派实施公告 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 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 | 新增无限售条件流 | 现金红利发放日 | | --- | --- | --- | --- | | | | 通股份上市日 | | | 2025/6/5 | 2025/6/6 | 2025/6/6 | 2025/6/6 | 一、 通过分配、转增股本方案的股东会届次和日期 本次利润分配及转增股本方案经公司2025 年 5 月 20 日的2024年年度股东会 审议通过。 二、 分配、转增股本方案 公司存在首发战略配售股份，首发战略配售股份已全部上市流通 是否涉及差异化分红送转：否 每股分配比例，每股转增比例 每股现金红利0.5元（含税） 每股转增0.4股 相关日期 1. 发放年度：2024年年度 2. 分派对象： 公司上海分公司（以 ...

本次会议是否有被否决议案：无 一、 会议召开和出席情况 （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：688318 证券简称：财富趋势 公告编号：2025-022 深圳市财富趋势科技股份有限公司 2024年年度股东大会决议公告 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： | 1、出席会议的股东和代理人人数 | 107 | | --- | --- | | 普通股股东人数 | 107 | | 2、出席会议的股东所持有的表决权数量 | 130,168,710 | | 普通股股东所持有表决权数量 | 130,168,710 | | 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 | 71.1528 | | 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（%） | 71.1528 | （一） 股东大会召开的时间：2025 年 5 月 20 日 （二） 股东大会召开的地点：湖北省武汉市洪山区光谷软件园 C3 栋 9 楼会议室 ...

北京德恒（武汉）律师事务所 关于深圳市财富趋势科技股份有限公司 2024 年年度股东大会的 法律意见 邮编：430060 电话：(86)027-88615675 北京德恒（武汉）律师事务所 关于深圳市财富趋势科技股份有限公司 2024 年年度股东大会的法律意见 北京德恒（武汉）律师事务所 关于深圳市财富趋势科技股份有限公司 2024 年年度股东大会的 法律意见 2025 德恒汉法意 DHWH025 号 致：深圳市财富趋势科技股份有限公司 武汉市洪山区欢乐大道 1 号德成国贸中心 B 座 26 层 深圳市财富趋势科技股份有限公司（以下简称"公司"）2024 年年度股东 大会（以下简称"本次会议"）于 2025 年 5 月 20 日（星期二）召开。北京德恒 （武汉）律师事务所（以下简称"德恒"）受公司委托，指派本所经办律师（以 下简称"德恒律师"）出席了本次会议。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》）、中国 证券监督管理委员会《上市公司股东大会规则》（以下简称《股东大会规则》）、 《深圳市财富趋势科技股份有限公司章程》（以下简称《公司章程》）的规定， ...

Core Viewpoint - The internet financial information service industry in China is experiencing rapid growth driven by the high-quality development of the securities market and technological innovation, with a projected market size increase from 10.07 billion yuan in 2015 to 63.52 billion yuan in 2024, representing a compound annual growth rate of 22.71% [2][3]. Industry Overview - The internet financial information service industry has emerged alongside the development of the internet, effectively utilizing its convenience and speed to provide investors with enhanced information services. The industry can be segmented into three categories: financial information terminal services, value-added information services, and online financial information services [3]. - Despite the rapid growth and diversification of services, the industry remains relatively small compared to its domestic potential and the more mature international market, indicating significant growth opportunities [3]. Development History - The internet financial sector in China began to take shape before 2005, with traditional financial institutions initially moving their operations online. The introduction of e-commerce in 1993 marked the start of a fully electronic business era, prompting banks to innovate and adapt to the internet [5]. - From 2005 to 2012, the industry saw the emergence of third-party payment systems, P2P lending, and crowdfunding, marking a shift from mere technological integration to actual business models [6]. - The year 2013 is recognized as the starting point of rapid growth for internet finance in China, highlighted by the launch of "Yu'ebao," which led to the maturation of third-party payments and explosive growth in P2P lending [6]. Relevant Policies - The Chinese government has implemented various policies to support the healthy development of the internet financial information service industry. For instance, the State Council issued guidelines in March 2025 to enhance data security and promote technological innovation in the financial sector [8][9]. - In April 2025, a plan was introduced to accelerate the construction of a financial service system that aligns with technological innovation, aiming to improve the quality and efficiency of financial services [8][9]. Industry Chain - The internet financial information service industry chain has matured, encompassing areas such as financial information, third-party payments, and online lending. The upstream includes data providers, banks, and individual funders, while the downstream consists of individual consumers, merchants, and enterprises [10]. - The relationship between merchants and third-party payment institutions is crucial, as the attractiveness and conversion rates of merchants significantly influence transaction volumes [10].

资金流向方面，今日主力资金净流入的科创板股共有219只，其中，6只个股主力资金净流入超3000万 元，芯原股份主力资金净流入9530.11万元，净流入资金居首；财富趋势、大地熊紧随其后，全天净流 入资金分别为6264.27万元、4807.96万元。主力资金净流出的有366只，净流出资金最多的是恒玄科技， 该股今日下跌5.00%，全天主力资金净流出1.43亿元，其次是寒武纪、澜起科技，主力资金净流出分别 为9631.09万元、5655.58万元。 从主力资金连续性进行观察，共有55只个股主力资金连续3个交易日以上持续净流入，连续流入天数最 多的是迅捷兴，该股已连续11个交易日净流入；连续净流入天数较多的还有耐科装备、利扬芯片等，主 力资金分别连续流入10天、8天。主力资金连续流出的个股有132只，连续流出天数最多的是先锋精科， 该股已连续20个交易日净流出；连续净流出天数较多的还有莱特光电、三达膜等，主力资金分别连续流 出13天、10天。（数据宝） 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万元） | 主力资金流入率（%） | 涨跌幅（%） | 换手率（%） | | --- | --- | - ...

证券代码：688318 证券简称：财富趋势 深圳市财富趋势科技股份有限公司 第 1 页 共 31 页 深圳市财富趋势科技股份有限公司 2024 年年度股东大会会议须知........03 深圳市财富趋势科技股份有限公司 2024 年年度股东大会会议议程........05 第 2 页 共 31 页 深圳市财富趋势科技股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证大会的顺利进行，根据《中华人民共和国公司法》、《中华人民共和国证券法》、 《上市公司股东大会规则》、《深圳市财富趋势科技股份有限公司章程》以及 《深圳市财富趋势科技股份有限公司股东大会议事规则》等相关规定，特制定 深圳市财富趋势科技股份有限公司（以下简称"公司"）2024 年年度股东大会会 议须知： 一、为保证本次大会的严肃性和正常秩序，切实维护与会股东（或股东代 理人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、高 级管理人员、见证律师及董事会邀请的人员外，公司有权依法拒绝其他无关人 员进入会场。 二、出席会议的股东及股东代理人须在会议召开前半小时到会议现场办理 签到手续，并按规定出示证券账户卡、 ...