消息面上，2025全球人工智能技术大会(GAITC 2025)将于6月7日至8日在浙江杭州召开。作为我国人工 智能领域千人级综合性活动，大会以"交叉、融合、相生、共赢"为主题，坚持"国际化、高端化、专业 化"的办会理念，旨在打造"世界的讲台、中国的平台、城市的舞台"，今年是连续第六年在杭州举办。 截至2025年6月3日 09:39，上证科创板人工智能指数(950180)强势上涨1.23%，成分股澜起科技(688008) 上涨5.57%，复旦微电(688385)上涨3.75%，安恒信息(688023)上涨3.43%，乐鑫科技(688018)，安路科技 (688107)等个股跟涨。科创AIETF(588790)上涨1.07%，最新价报0.57元。流动性方面，科创AIETF盘中 换手1.4%，成交4450.05万元。拉长时间看，截至5月30日，科创AIETF近1年日均成交2.72亿元，排名可 比基金第一。 费率方面，科创AIETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 跟踪精度方面，截至2025年5月30日，科创AIETF近3月跟踪误差为0.016%，在可比基金中跟踪精度较 高。 从估值 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Viewpoints - The company achieved a revenue of 3.26 billion yuan in 2024, representing a year-on-year increase of 29.5%, with a net profit attributable to shareholders of 350 million yuan, up 2.7% year-on-year [1] - In Q1 2025, the company reported a revenue of 500 million yuan, a year-on-year increase of 20.5%, and a net profit attributable to shareholders of 20 million yuan, a significant increase of 971.0% year-on-year [1][2] - The overall gross margin for 2024 was 49.6%, an increase of 1.3 percentage points year-on-year, while the net profit margin was 10.8%, a decrease of 2.8 percentage points year-on-year [2] - The company is focusing on increasing R&D investment, with a 38.7% growth in R&D expenses in Q1 2025, aimed at enhancing core technologies [2] Summary by Sections Performance Overview - In 2024, the company achieved a revenue of 3.26 billion yuan, with a net profit of 350 million yuan and a non-recurring net profit of 240 million yuan [1] - For Q1 2025, the revenue was 500 million yuan, with a net profit of 20 million yuan, but a non-recurring net profit loss of 20 million yuan [1] Profitability Analysis - The gross margin for 2024 was 49.6%, and the net profit margin was 10.8%, affected by increased expense ratios and significant credit impairment losses [2] - The company is increasing its R&D investment, which is reflected in the growth of R&D expenses [2] Strategic Developments - The company is implementing a group strategy that has led to significant revenue growth across various product lines, with GEOVIS technology services generating 2.3 billion yuan in revenue, a year-on-year increase of 38.1% [3] - The company plans to raise up to 2.5 billion yuan through a private placement to support the construction of various platforms, including the "Sky Information Cloud" and "Low Altitude Cloud" services [4] Financial Forecast - The company is projected to achieve revenues of 4.26 billion yuan, 5.58 billion yuan, and 7.20 billion yuan for 2025, 2026, and 2027, respectively, with corresponding net profits of 492 million yuan, 657 million yuan, and 854 million yuan [11]

和讯自选股写手 以下是相关公司最新动态快讯：中科星图被暂停参加军队物资工程服务采购活动；ST锦港遭上交所拟 终止股票上市；光洋股份终止购买银球科技100%股权等事项。通达电气、合兴股份分别声明无"无人物 流车""无人驾驶"产品业务收入及未涉及无人驾驶物流车相关业务。龙洲股份控股孙公司中汽宏远停工 停产延至2025年11月30日。联化科技称氯虫苯甲酰胺高级中间体业务对整体影响有限。此外，盟固利股 东拟合计减持不超5%股份，保龄宝大股东趵朴富通拟减持不超3%股份，海森药业董事、总经理艾林拟 减持不超0.97%股份。消息来源综合上交所及深交所公告。 明天这些股票要注意！ 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 股票名称["中科星图","ST锦港","光洋股份","通达电气","合兴股份","龙洲股份","联化科技","盟固 利","保龄宝","海森药业"] 板块名称[] ...

Group 1 - The company announced a share repurchase plan with a total expected amount between RMB 40 million and RMB 60 million, aimed at reducing registered capital [1] - The repurchase period is set from May 7, 2025, to May 6, 2026, with a maximum repurchase price adjusted to RMB 56.55 per share [2] - As of May 30, 2025, the company has repurchased a total of 1,476,724 shares, accounting for 0.1824% of the total share capital, with a total expenditure of approximately RMB 49.96 million [2] Group 2 - The highest repurchase price recorded was RMB 36.28 per share, while the lowest was RMB 32.11 per share [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations in a timely manner [4]

一、回购股份的基本情况 证券代码：688568 证券简称：中科星图 公告编号：2025-040 中科星图股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 | 回购方案首次披露日 | 2025/4/15，由副董事长、总经理邵宗有先生提 | | | | | --- | --- | --- | --- | --- | | | 议 | | | | | 回购方案实施期限 | 2025 年 5 月 5 6 日 | 7 日~2026 | 年 | 月 | | 预计回购金额 | 4,000万元~6,000万元 | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | 累计已回购股数 | □为维护公司价值及股东权益 1,476,724股 | | | | | 累计已回购股数占总股本比例 | 0.1824% | | | | | 累计已回购金额 | 49,959,363.60元 | | | | | 实际回购价格区间 | 32.11元 ...

Group 1 - The company announced a share repurchase plan approved by the board on April 14, 2025, with a budget of 40 million to 60 million yuan [1] - As of May 30, 2025, the company has repurchased a total of 1.4767 million shares, accounting for 0.1824% of the total share capital [1] - The repurchase price ranged from 32.11 yuan to 36.28 yuan per share, with a total expenditure of 49.9594 million yuan (excluding transaction fees) [1]

大家早上壕！ 先看海外要闻： 国内重大事件汇总： 1、中办、国办印发《关于健全资源环境要素市场化配置体系的意见》：支持各地区根据污染防治工作需要，有序扩大排污权交易品种和区域范 围；鼓励社会资本通过参与节水灌溉等节水工程建设运营并转让节约水量的用水权获得合理收益。 关税前景不明压制美股反弹，标普等三大美股指收盘齐涨、盘中均一度转跌，收盘道指涨0.28%，标普500指数涨0.4%，纳斯达克涨0.39%。 财报后英伟达涨超3%、百思买跌超7%、C3.ai涨近21%、戴尔盘后拉升、一度涨超5%。中概指数涨超1%、终结七连跌，亚控股收涨7.81%，京东 涨4.31%，小鹏涨3.98%。 特朗普政府拟为关税裁决打到最高院，美债收益率加速下行，美元指数跌幅扩大，期金一度涨近2%、黄金本周内首日上涨。原油盘中转跌，美 油一度跌超2%。 特朗普政府扳回一城：本准备打到最高院，后上诉法院批准请求，叫停阻止关税的裁决，暂时恢复关税政策。 黄仁勋计划出售至多600万股英伟达股票，价值超8亿美元，远超前次售股。 戴尔科技AI服务器订单远超预期，营收展望亮眼。 2、国家新型工业化操作系统鸿道操作系统正式发布。该系统的发布标志着我国在具 ...

Key Developments - Shanxi Fenjiu elected Wu Yuefei as the vice chairman of the board, with a term consistent with the current board [2] - Zhongke Xingtou has been suspended from participating in military procurement activities due to alleged violations, which may have a short-term impact on its operations [3] - Fengcai Technology has received approval from the China Securities Regulatory Commission for its overseas listing, planning to issue up to 26,554,400 shares [5] Financing Activities - Beijing Yandong Microelectronics has received approval for a private placement, aiming to raise up to 40.2 billion yuan, with 40 billion yuan allocated for a 12-inch integrated circuit production line project [7] - Fenghuo Communication has also received approval for a private placement, intending to raise 15 billion yuan, with funds to be used for working capital [8] - Huaci Co., Ltd. plans to raise up to 7 billion yuan through a private placement to fund the ASEAN Ceramic Valley project [9] - Shuanglin Co. intends to raise up to 15 billion yuan through a private placement for various projects and working capital [11] Mergers and Acquisitions - Fulede's acquisition of 100% equity in Jiangsu Fulehua Semiconductor Technology has been approved, involving the issuance of shares and convertible bonds [13] Corporate Announcements - Guangxi Guangdian plans to swap 100% equity of Guangdian Technology for 51% equity of Jiaoke Group, with a transaction value of 1.411 billion yuan [18] - Maoshuo Power has elected Fu Liang as the new chairman following the resignation of Zhang Xin [19] - Huayuan Real Estate will change its stock abbreviation to "Huayuan Holdings" starting June 5 [20] - Yiwei Communication plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on AI applications and IoT technology [21] - *ST Longyu's chairman Xu Zengzeng has resigned due to personal and health reasons, with interim leadership taken by Liu Ce [23] - Shen Sanda A has seen the resignation of its chairman and two directors due to retirement and work changes [24] - Zoomlion's wholly-owned subsidiary plans to register for the issuance of asset-backed securities up to 40 billion yuan [25]

Group 1: Company Announcements - Small Commodity City has won the land use rights for 569 million yuan to build the Yiwu Market Hangzhou project, with a total estimated investment of 1.099 billion yuan [2] - Zhongke Star Map has been suspended from participating in military material engineering service procurement activities due to alleged violations, which may impact its operations in the short term [3] - China State Construction has recently secured three major projects totaling 8.23 billion yuan, accounting for 0.4% of its audited revenue for 2024 [6] - Shandong Highway plans to issue company bonds not exceeding 8 billion yuan to optimize its financing structure [8] - Fengmao Co. intends to invest no more than 1.5 billion yuan to establish an auto parts production base in Jiaxing, with an expected annual output value of 1.5 billion yuan after reaching production [10] Group 2: Financial Transactions - Baobian Electric is transferring 90% of its subsidiary's shares for 137 million yuan, which will help optimize resource allocation [4] - Yi Hua Tong plans to terminate its fundraising project for the fuel cell comprehensive testing and evaluation center, which will not adversely affect its R&D and business operations [9] - Yi Wei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary focused on investment activities and IoT technology services [11] Group 3: Contracts and Agreements - Pinggao Co. has signed a contract worth 397 million yuan for computing power resource services with Shenzhen Yuanmai Cloud Computing Technology Co., Ltd. [1]

A股复盘 | 端午红包 / 2025.05.29 哈哈哈，抖个机灵，今天一觉醒来，一个重磅消息砸来！ 美国联邦法院阻止了美国总统特朗普在4月2日"解放日"宣布的关税政策生效，并 裁定特朗普越权，对向美国出口多于进口的国家征收全面关税。 我是特朗普，我的伟大关税计划遭遇贸易法院阻拦。消息传来，整个华盛顿像被 扔进了一颗重磅炸弹，媒体和反对派们纷纷跳出来，好像抓住了什么把柄。但我 知道，这只是暂时的挫折，我的计划是为美国的经济和产业谋利益，我的梦想 是"Make America Great Again"，我绝不会轻易放弃。 如果判决落地，除了4月2日宣布的对等关税外，此前就芬太尼问题，通过IEEPA 对中国、加拿大、墨西哥加征的关税也要取消。 我站在白宫的办公室里，看着那些反对的声音，心里只有一个念头：继续战斗！ 我拿起手机，开始给我的支持者们发消息。支持者们迅速响应，社交媒体上一片 支持的声音！ 而你，只需要V我50，我就会邀请你加入我的关税计划，一起见证美国的伟大复 兴！ 判决有何影响？特朗普政府又如何应对？ 高盛倒是挺乐观，首席政治经济学家亚历克·菲利普斯（Alec Phillips）认为这是 虚惊一场， ...