Summary of Key Points Core Viewpoint - The financing balance of the Sci-Tech Innovation Board has decreased for three consecutive trading days, indicating a potential shift in investor sentiment and market dynamics [1][2]. Financing Balance - As of April 28, the total financing balance on the Sci-Tech Innovation Board is 149.40 billion yuan, down by 523.46 million yuan from the previous trading day [1]. - The highest financing balance is held by SMIC at 7.25 billion yuan, followed by Cambrian and Haiguang Information with 5.38 billion yuan and 3.34 billion yuan respectively [1]. - A total of 279 stocks saw an increase in financing balance, while 305 stocks experienced a decrease [1]. Margin Trading Balance - The total margin trading balance is 5.22 billion yuan, which is a decrease of 1.73 million yuan from the previous trading day [1]. - The highest margin trading balance is also held by SMIC at 26 million yuan, followed by Haiguang Information and Cambrian with 22 million yuan and 20 million yuan respectively [2]. - 103 stocks saw an increase in margin trading balance, while 152 stocks experienced a decrease [2]. Notable Changes in Financing and Margin Trading - Significant increases in financing balance were observed in Warner Pharmaceuticals (31.90%), Longxin Technology (14.02%), and Yubang Power (14.01%) [2]. - The largest decreases in financing balance were seen in Zhenhua Wind Power (-15.51%), Jushi Chemical (-15.30%), and Tianwei Electronics (-12.50%) [1]. - In margin trading, notable increases were recorded for Kesi Technology (406.67%), China Electric Research (160.27%), and Yaokang Bio (124.94%) [2]. - The largest decreases in margin trading were noted for Fangyuan Co. (-77.74%), Aerospace Huanyu (-51.43%), and Gai Lun Electronics (-47.06%) [2].

证券代码：688486 证券简称：龙迅股份 公告编号：2025-022 本次会议由监事会主席王瑞鹍先生主持召开，全体与会监事经认真审议和表决， 形成以下决议： 二、监事会会议审议情况 （一）审议通过《关于2025年第一季度报告的议案》 公司《2025年第一季度报告》真实、准确、完整地反映了公司2025年第一季度 的财务状况和经营成果，不存在虚假记载、误导性陈述或重大遗漏。公司2025年第 一季度报告的编制和审议程序符合法律、法规、《公司章程》的各项规定。因此， 监事会一致同意本议案。 表决结果：同意3票，反对0票，弃权0票，回避0票。 具体内容详见公司同日在上海证券交易所网站(www.sse.com.cn)披露的《龙迅 股份2025年第一季度报告》。 1 龙迅半导体（合肥）股份有限公司 第四届监事会第四次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 龙迅半导体（合肥）股份有限公司（以下简称"公司"或"龙迅股份"）第四 届监事会第四次会议于2025年4月25日在公司会议室以现场与通讯相 ...

前十大流通股东累计持有： 2443.59万股，累计占流通股比： 42.92%，较上期变化： -235.24万股。 | 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 合肥赛富合元创业投资中心(有限合伙) | 534.10 | 9.38 | 不变 | | 安徽红土创业投资有限公司 | 439.89 | 7.73 | -71.51 | | 合肥海恒控股集团有限公司 | 298.53 | 5.24 | 不变 | | 合肥中安海创创业投资合伙企业(有限合伙) | 246.59 | 4.33 | -71.45 | | 全国社保基金一一四组合 | 241.37 | 4.24 | 不变 | | 富国新兴产业股票A/B | 220.01 | 3.86 | 16.09 | | 泰信中小盘精选混合 | 160.00 | 2.81 | 18.00 | | 华富瑞兴投资管理有限公司 | 114.19 | 2.01 | -78.81 | | 滁州中安创投新兴产业基金合伙企业(有限合伙) | 101.91 | 1.79 | -29.39 | | 泰信鑫 ...

龙迅半导体（合肥）股份有限公司 舆情管理制度 第一章 总则 第一条 为了提高龙迅半导体（合肥）股份有限公司（以下简称"公司"）应对各 类舆情的能力，建立快速反应和应急处置机制，及时妥善处理各类舆情对公司股 价、商业信誉及正常生产经营活动造成的影响，切实保护投资者合法权益，根据相 关法律法规、规范性文件和《龙迅半导体（合肥）股份有限公司章程》（以下简称 "《公司章程》"）等规定，制定本制度。 第二条 本制度所称的"舆情"是指： 第三条 舆情信息的分类： （一）重大舆情：指传播范围较广，严重影响公司公众形象或正常经营活动，使 公司已经或可能遭受损失，已经或可能造成公司股票及其衍生品交易价格异常波动 的负面舆情； （二）一般舆情：指除重大舆情之外的其他舆情。 第四条 本制度适用于公司及合并报表范围内的下属子公司。 第二章 舆情管理的组织体系及其工作职责 第五条 公司应对各类舆情实行统一领导、统一组织、快速反应、协同应对。 第六条 公司成立应对舆情管理工作领导小组（以下简称"舆情工作组"），由公 司董事长担任组长，董事会秘书担任副组长，成员由公司其他高级管理人员及相关 职能部门负责人组成。 （一）报刊、电视、网络等媒 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 109,010,800.10, representing a 4.52% increase compared to CNY 104,301,247.18 in the same period last year[2]. - Net profit attributable to shareholders decreased by 8.06% to CNY 28,509,151.76 from CNY 31,009,984.93 year-on-year[2]. - Total operating revenue for Q1 2025 was CNY 109,010,800.10, an increase of 4.3% compared to CNY 104,301,247.18 in Q1 2024[18]. - Net profit for Q1 2025 was CNY 28,509,151.76, a decrease of 8.1% from CNY 31,009,984.93 in Q1 2024[20]. - Basic and diluted earnings per share for Q1 2025 were both CNY 0.28, compared to CNY 0.30 in Q1 2024[20]. - The company reported a profit before tax of CNY 29,014,650.96, down from CNY 32,378,347.62 in the previous year[20]. Cash Flow - The net cash flow from operating activities improved significantly to CNY 18,013,653.10, compared to a negative CNY 35,524,658.04 in the previous year[2]. - In Q1 2025, the net cash flow from operating activities was ¥18,013,653.10, a significant improvement compared to a net outflow of ¥35,524,658.04 in Q1 2024[23]. - Total cash inflow from operating activities in Q1 2025 was ¥130,246,315.51, up from ¥102,172,876.05 in Q1 2024, representing an increase of approximately 27.5%[23]. - Cash outflow from operating activities decreased to ¥112,232,662.40 in Q1 2025 from ¥137,697,534.09 in Q1 2024, a reduction of about 18.6%[23]. - The net cash flow from investing activities was negative at -¥297,309,747.51 in Q1 2025, compared to a positive net cash flow of ¥65,423,433.27 in Q1 2024[24]. - Cash inflow from investing activities totaled ¥621,083,531.09 in Q1 2025, down from ¥802,755,487.96 in Q1 2024, indicating a decrease of approximately 22.6%[24]. - Cash outflow from investing activities increased to ¥918,393,278.60 in Q1 2025 from ¥737,332,054.69 in Q1 2024, an increase of about 24.6%[24]. - The net cash flow from financing activities was -¥146,475.00 in Q1 2025, compared to -¥29,760,770.04 in Q1 2024, indicating a slight improvement[24]. - The ending balance of cash and cash equivalents was ¥80,451,583.79 in Q1 2025, down from ¥112,449,746.20 in Q1 2024[24]. - The company experienced a net decrease in cash and cash equivalents of -¥279,471,083.73 in Q1 2025, contrasting with a net increase of ¥116,933.86 in Q1 2024[24]. - The company reported a cash inflow from sales of goods and services of ¥125,397,212.82 in Q1 2025, compared to ¥90,871,638.85 in Q1 2024, reflecting a growth of approximately 38.0%[23]. Research and Development - R&D investment totaled CNY 27,591,362.19, an increase of 23.24% from CNY 22,388,803.05, accounting for 25.31% of operating revenue, up from 21.47%[2][3]. - R&D expenses in Q1 2025 amounted to CNY 27,591,362.19, an increase of 23.8% compared to CNY 22,388,803.05 in Q1 2024[18]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 1,530,067,670.07, a 1.84% increase from CNY 1,502,359,846.45 at the end of the previous year[3]. - Total liabilities increased to CNY 137,327,607.34 from CNY 70,560,367.90 year-over-year[15]. - The company's equity attributable to shareholders was CNY 1,392,740,062.73, down from CNY 1,431,799,478.55 in the previous year[15]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 4,750[8]. - The largest shareholder, Feng Chen, holds 37.64% of the shares, totaling 38,495,035 shares[8]. - The total number of unrestricted circulating shares held by the top ten shareholders includes significant holdings from various investment partnerships and funds[9]. - The company has not reported any changes in the participation of major shareholders in margin financing and securities lending activities[10]. - The company has not disclosed any related party transactions among the shareholders listed[10]. Other Comprehensive Income - The company reported non-recurring gains of CNY 7,380,805.76, after accounting for tax effects[6]. - Other comprehensive income after tax for Q1 2025 was CNY 2,978.99, reflecting a slight increase compared to the previous year[20].

证券代码：688486 证券简称：龙迅股份 公告编号：2025-023 龙迅半导体（合肥）股份有限公司 关于投资建设龙迅股份科创（研发）基地项目的公告 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： 投资标的名称：龙迅股份科创（研发）基地项目 投资金额：项目预计总投资约人民币3.43亿元（最终投资金额以项目建设实际 投资为准）。投入资金的来源为公司自有或自筹资金。 本次投资事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》、 《科创板上市公司重大资产重组特别规定》等规定的重大资产重组。 相关风险提示：项目实施尚需政府部门项目立项备案、履行环境保护、节能、 消防等相关部门的审批手续，如因国家或地方有关政策调整、项目审批等实施条件发 生变化，该项目的实施可能存在顺延、变更、中止或终止的风险。项目的投资计划可 能根据未来实际情况调整，存在不能达到原计划及预测目标的风险。 一、项目投资概述 （一）基本情况 为更好的实现龙迅半导体（合肥）股份有限公司（以下简称"公司"）战略规划， 改善公司整体的科研和运营环 ...

先正达集团中国MAP智慧农业平台可为种植户提供全生命周期管理服务，从产前规划的播前分析报告 和地块评价报告，到产中管理的种植监测诊断和病虫害预警与识别，再到产后评估的产量预估和年度种 植服务报告，AI技术都在其中发挥了关键作用。 先正达集团与亚马逊云科技携手合作，历时2年时间开发出CropwiseAI。依托先正达集团20年积累的卫 星图像、天气模式等数据信息，以及超过8万个关于作物生长阶段的观察记录和丰富的农艺模型资源， CropwiseAI逐步发展成为全球农户的"私人顾问"。CropwiseAI聊天机器人可在实时对话中为农户提供定 制化的种植建议，包括精确的投入品应用、品种分布及病虫害防控建议。 在正式被投入实际应用前，CropwiseAI经过了严格的测试流程。先正达集团开发团队利用模型生成答 案，并通过人工评估以及与其他大语言模型的对比验证，确保信息在简洁性、相关性与准确性方面达到 更优表现。 以选种为例，单个作物可能有数千种的杂交品种可供农户选择，而每块农田的环境、需求及病虫害情况 特殊，使得选种过程极为复杂。CropwiseAI能够根据土壤条件、病虫害历史和实时天气数据，从数千种 杂交品种中推荐最适合 ...

证券代码：688486 证券简称：龙迅股份 公告编号：2025-021 龙迅半导体（合肥）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： | 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 | | | 2025/4/24 | 2025/4/25 | 2025/4/25 | 2025/4/25 | 一、 通过分配、转增股本方案的股东大会届次和日期 本次利润分配及转增股本方案经公司2025年3月21日的2024年年度股东大会审议 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。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号— 1 公司存在首发战略配售股份，首发 ...

根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》规定， 上市公司回购专用账户中的股份，不享有股东大会表决权、利润分配、公积金转 1 中国国际金融股份有限公司 关于龙迅半导体（合肥）股份有限公司 差异化权益分派事项的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"或"中金公司"）为龙 迅半导体（合肥）股份有限公司（以下简称"公司"、"龙迅股份"）持续督导的 保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股 票上市规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》及 《上海证券交易所上市公司自律监管指南第 2 号——业务办理》等有关规定，就 龙迅股份差异化权益分派事项进行了审慎核查，发表核查意见如下： 一、本次差异化分红的原因 2024 年 2 月 6 日，公司第三届董事会第十七次会议审议通过了《关于以集 中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金以集中竞价 交易方式回购公司已发行的人民币普通股（A 股）股票，回购资金总额不低于人 民币 3,000 万元（含），不超过人民币 6,000 万元（含），回购期限为自公司董事 会审议通过本次 ...

Group 1 - The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) has shown a strong increase of 2.66% as of April 11, 2025, with notable individual stocks such as Jinghua Micro (688130), Meixin Sheng (688458), and Naxin Micro (688052) each rising by 20% [1] - The Huaxia Science and Technology Innovation Index ETF (589000) has experienced a 2.22% increase, marking its fourth consecutive rise, with the latest price reported at 0.92 yuan and a transaction volume of 21.67 million yuan [1] - Over the past month, the Huaxia Science and Technology Innovation Index ETF has seen a significant growth in scale, increasing by 7.13 million yuan, with the latest share count reaching 884 million, a new high for the month [2] Group 2 - The net inflow of funds into the Huaxia Science and Technology Innovation Index ETF has reached 28.90 million yuan, with a total of 43.39 million yuan accumulated over the last five trading days [2] - The Ministry of Industry and Information Technology has emphasized the need to accelerate the development of specialized and innovative small and medium-sized enterprises, focusing on innovation, digital empowerment, talent development, ecological support, and service enhancement [2] - Guosen Securities highlights that under the current trade tensions, technological self-reliance and autonomy are crucial for breaking through challenges, with China's established industrial ecosystem and advancing engineering talent providing a significant comparative advantage in the electronics industry [2] Group 3 - The Huaxia Science and Technology Innovation Index ETF closely tracks the performance of the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index, which includes stocks from eligible companies listed on the Science and Technology Innovation Board [3] - As of March 31, 2025, the top ten weighted stocks in the index include Haiguang Information (688041), Cambricon (688256), and SMIC (688981), collectively accounting for 22.34% of the index [3] - The Huaxia Science and Technology Innovation Index ETF has associated fund products, including the Huaxia Shanghai Science and Technology Innovation Board Composite ETF Connect A (023719) and C (023720) [3]