以下是第一财经对一些重要公告的汇总，供投资者参考。 浦东金桥(600639)公告，董事长王颖因工作调动，不再担任公司董事、董事长以及董事会战略委员会主任委员、提名委员会委员职务，另有任用。 祥生医疗前三季度利润分配方案：拟每10股派3元 祥生医疗(688358)公告2025年前三季度利润分配方案，经公司第三届董事会第十七次会议审议通过，公司拟以实施权益分派股权登记日登记的总股本扣减公 司回购专用证券账户中的股份为基数分配利润。本次利润分配方案如下：公司拟向全体股东每10股派发现金红利3元（含税）。 古鳌科技：实控人变更为徐迎辉 股票12月15日复牌 【品大事】 浦东金桥：董事长王颖因工作调动离任 古鳌科技(300551)公告，12月12日，公司实际控制人陈崇军与徐迎辉签订《表决权委托协议》，陈崇军持有的古鳌科技6769.35万股股份的表决权委托给徐迎 辉行使。《表决权委托协议》生效后，徐迎辉持有上市公司的表决权比例为19.91%，截至本协议签署之日，徐迎辉直接持有上市公司股权比例为4.50%，徐 迎辉合计持有上市公司表决权比例为24.41%，上市公司实际控制人变更为徐迎辉。经公司申请，公司股票自12月15日（ ...

格隆汇12月14日丨金盘科技(688676.SH)发布公告，公司于近日收到中国证监会出具的《关于同意海南 金盘智能科技股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许可[2025]2719 号），现将批复文件主要内容公告如下： 三、本批复自同意注册之日起12个月内有效。 一、同意公司向不特定对象发行可转换公司债券的注册申请。 二、公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案实施。 四、自同意注册之日起至本次发行结束前，公司如发生重大事项，应及时报告上海证券交易所并按有关 规定处理。 ...

智通财经APP讯，金盘科技(688676.SH)公告，公司近日收到中国证券监督管理委员会出具的《关于同 意海南金盘智能科技股份有限公司向不特定对象发行可转换公司债券注册的批复》，同意公司向不特定 对象发行可转换公司债券的注册申请。 ...

智通财经APP讯，金盘科技(688676.SH)公告，公司近日收到中国证券监督管理委员会出具的《关于同 意海南金盘智能科技股份有限公司向不特定对象发行可转换公司债券注册的批复》，同意公司向不特定 对象发行可转换公司债券的注册申请。 ...

证券代码：688676 证券简称：金盘科技 公告编号：2025-083 海南金盘智能科技股份有限公司（以下简称"公司"）于近日收到中国证券 监督管理委员会（以下简称"中国证监会"）出具的《关于同意海南金盘智能科 技股份有限公司向不特定对象发行可转换公司债券注册的批复》（证监许可 [2025]2719 号），现将批复文件主要内容公告如下： 一、同意公司向不特定对象发行可转换公司债券的注册申请。 二、公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案实 施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，公司如发生重大事项，应及时报 告上海证券交易所并按有关规定处理。 公司董事会将根据相关法律法规及上述批复文件的要求，在公司股东会的授 权范围内办理本次向不特定对象发行可转换公司债券的相关事宜，公司将根据该 事项的进展情况，按照有关规定和要求及时履行信息披露义务。敬请广大投资者 注意投资风险。 海南金盘智能科技股份有限公司 关于向不特定对象发行可转换公司债券申请 获得中国证券监督管理委员会同意注册批复的公告 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 ...

Core Insights - The overall judgment indicates that both domestic and overseas AI-driven demand will continue to grow, leading to stock price performance in the AIDC industry. The overseas market, particularly in the U.S., is experiencing tight supply and demand for power equipment, which presents opportunities for domestic supply chains to expand internationally. Additionally, domestic capital expenditure on power grids is steadily increasing [3]. AIDC Power Supply: Continuous Beta and Clear Industry Trends - The capital expenditure of major overseas cloud service providers (CSPs) is expected to continue increasing, driving high demand for AIDC. The total capital expenditure of the four major overseas CSPs (Amazon, Google, Microsoft, Meta) is projected to grow at rates of 34% in 2021, 20% in 2022, -7% in 2023, and 55% in 2024, with a significant increase of 71% in the first three quarters of 2025 [11]. - Domestic CSPs have also seen a resurgence in capital expenditure, with a staggering 184% year-on-year growth in 2024 and 87% in the first three quarters of 2025 [13]. - The power consumption of AI servers is expected to rise significantly, with cabinet power levels projected to exceed 200kW in the near future, indicating a need for technological upgrades in both internal and external power supplies [20][25]. - The transition from three-level to two-level voltage reduction in internal power supplies is anticipated, which will streamline power supply processes [28]. - External power supplies are shifting from UPS to HVDC and SST solutions, reflecting a clear trend towards direct current and medium voltage systems [32]. Power Equipment Export: Continuous High Demand - The U.S. has seen a rapid increase in new power installations since 2020, with growth rates of 1.20%, 2.42%, 0.98%, 2.14%, and 3.47% from 2020 to 2024, indicating a robust demand for power equipment [59]. - China's transformer exports reached 46.5 billion yuan in the first nine months of 2025, marking a 40.20% year-on-year increase, with other power equipment exports also showing significant growth [77]. Domestic Power Grid: Continued Investment and Recovery - The approval of ultra-high voltage direct current projects is progressing steadily, with a rich pipeline of projects expected to drive growth during the 14th Five-Year Plan [81]. - The total bidding amount for power grid projects has reached 78.7 billion yuan, reflecting a nearly 20% year-on-year increase, significantly surpassing the 7.61% growth rate of 2024 [84]. - The domestic smart meter replacement cycle is expected to smooth out, with a projected increase in bidding quantities in 2026-2027 as new standards are introduced [90].

消息面上，（1）量子科技侧，工信部公示量子信息标准化技术委员会筹建方案，加速推动量子科技产 业规范化、规模化发展，重点对业务范畴与标准方向、组织架构、工作计划进行部署。（2）商业航天 侧，国家航天局于近期发布《推进商业航天高质量安全发展行动计划》，12月3日朱雀三号首飞取得阶 段性成功，国内可复用火箭迈出关键一步。随着可复用火箭推动单位重量发射成本大幅降低，国内庞大 低轨卫星星座组网需求有望加速落地。同时，地方积极推进商业航天产业生态落地，北京、上海等多地 密集布局。此外，CPO概念板块持续走强带动光通信产业链上行。 科创100ETF成分股中源杰科技作为光芯片供应商显著受益于行业景气度提升，单日涨幅达12.98%，东 芯股份、国盾量子等半导体及量子通信标的同步上涨，反映市场对算力基础设施硬件的需求传导。同 时，诸如国盾量子等商业航天相关成分股也有所上涨。截至2025年12月8日 10:10，上证科创板100指数 (000698)强势上涨，成分股源杰科技(688498)上涨13.69%，国盾量子(688027)上涨8.20%，复旦微电 (688385)上涨4.83%，信科移动(688387)，华丰科技(6886 ...

Group 1 - The fourth quarter is a critical period for private equity funds to realize performance and capture investment opportunities for the coming year, with research becoming a primary method for exploring new opportunities [1] - As of December 4, a total of 2,280 private equity institutions conducted 13,000 research sessions in the fourth quarter, with sectors like electronic components, medical devices, and integrated circuits being the most popular [1] - Private equity firms are optimistic about the A-share market in 2026 and are actively adjusting their portfolios through research to ensure more rational asset allocation and maximize product returns [2][3] Group 2 - Leading private equity firms are actively conducting research, with several top firms ranking high in the number of sessions, including Guangdong Zhengyuan, Hongyun, and Shanghai Gao Yi, among others [2] - The active research by private equity firms signals a positive outlook on the A-share market and a focus on understanding industry developments and verifying company operations to achieve higher returns [2] - The demand for deep research and precise stock selection is increasing as the market shifts towards performance realization, particularly in the technology sector [3] Group 3 - Technology stocks, particularly in sectors like electronic components, medical devices, and integrated circuits, are favored by private equity firms, with companies like Luxshare Precision and Aibo Medical being researched over 100 times [3][4] - The electronic components sector has seen strong upward momentum this year, benefiting from multiple favorable factors such as AI hardware, semiconductor domestic substitution, and automotive electronics [4] - The focus on sectors with growth potential and profit certainty is expected to help private equity funds achieve excess returns, aligning with their criteria for asset selection [4]

证券代码：688676 证券简称：金盘科技 公告编号：2025-082 因公司实施权益分派，从 2025 年 5 月 23 日起，本次回购股份价格上限由不 超过人民币 41.72 元/股（含）调整为不超过人民币 41.22 元/股（含）。具体内容详 见公司于 2025 年 5 月 16 日在上海证券交易所网站（www.sse.com.cn）上披露的《海 南金盘智能科技股份有限公司关于 2024 年年度权益分派实施后调整股份回购价格 上限的公告》（公告编号：2025-042）。 二、回购股份的进展情况 海南金盘智能科技股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/4/10 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 4 | 9 | 日~2026 | 年 | 月 | 日 8 | | 预计回购金额 | 3,000万元~5,000 ...

Core Insights - A total of 15 stocks on the Sci-Tech Innovation Board experienced block trading on December 1, with a cumulative transaction amount of 360 million yuan [1][2]. Group 1: Trading Overview - There were 41 block trades executed, with a total trading volume of 10.18 million shares [1]. - The stock with the highest transaction amount was Guobo Electronics, which had 6 block trades totaling 7.306 million yuan [1]. - Other notable stocks in terms of transaction amounts included Haitai New Light and Lianyun Technology, with 4.872 million yuan and 3.81983 million yuan respectively [1]. Group 2: Price and Discount Analysis - All stocks involved in block trading were sold at a discount, with the highest discount rates observed in Sanyou Medical, Delong Laser, and Puyuan Information, at 16.46%, 12.68%, and 11.99% respectively [1][2]. - The average decline for stocks that underwent block trading was 0.46%, while the Sci-Tech 50 Index rose by 0.72% [1]. Group 3: Institutional Participation - Institutional transactions accounted for 18 trades involving 5 stocks, with Guobo Electronics leading in institutional buy amounts at 68.9976 million yuan [2]. - The stocks with the highest net inflow of funds included Hush Silicon Industry, Aerospace Software, and Haitai New Light, with net inflows of 20.4385 million yuan, 18.4593 million yuan, and 2.7452 million yuan respectively [2]. Group 4: Detailed Trading Data - A detailed table of block trading data includes various stocks, their transaction counts, volumes, average transaction prices, discount rates relative to closing prices, and total transaction amounts [3].