新京报贝壳财经讯12月14日，金盘科技发布公告称，公司于近日收到中国证券监督管理委员会(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》，同意公司向不特定对象发行可转换公司债券的注册申请。本批复自同意注册之日起12个月内有 效。 ...

Group 1 - Pudong Jinqiao's chairman Wang Ying has resigned due to job transfer, ceasing to hold positions as director, chairman, and committee member [2] - Xiangsheng Medical plans to distribute a cash dividend of 3 yuan per 10 shares to all shareholders based on the total share capital [3] - Gu Ao Technology's actual controller has changed to Xu Yinghui, with stock resuming trading on December 15 [4] Group 2 - Jiaze New Energy plans to invest approximately 3.557 billion yuan in a green hydrogen and aviation fuel chemical co-production project in Jixi City [5] - Jinpan Technology has received approval from the China Securities Regulatory Commission to issue convertible bonds to unspecified investors [6] - Zoli Pharmaceutical intends to acquire a multi-trace element injection asset group for a total price of 356 million yuan [7] Group 3 - Jiuan Medical's U.S. subsidiary has received pre-market notifications from the FDA for four and three-in-one testing products [8] - Saiyi Information has been approved for a national major science and technology project focusing on intelligent manufacturing systems and robotics [9] - Changfei Fiber's subsidiary plans to participate in establishing an investment fund with a total subscription amount of 830 million yuan [10] Group 4 - Chengfeng Technology's shareholder, Hangzhou Hongwo, plans to reduce its stake by up to 3% of the company's shares [12] - Minxin Co., Ltd.'s deputy general manager plans to reduce holdings by up to 220,000 shares, representing 0.3925% of the total share capital [13] - Xinle Energy's director plans to reduce holdings by up to 400,000 shares, accounting for 0.07% of the total share capital [14]

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].

Group 1: Quantum Technology - The Ministry of Industry and Information Technology has announced the establishment of a standardization technical committee for quantum information, aiming to accelerate the standardized and large-scale development of the quantum technology industry [1] - CITIC Securities highlights the continuous catalysis in the AI industry chain, with significant advancements in models and hardware, indicating a positive outlook for AI development and recommending focus on components like dilution refrigerators and low-temperature coaxial cables in the quantum technology sector [3] - The quantum technology sector is recognized as a key future industry by the state, with expectations to become a new economic growth point [3] Group 2: Commercial Aerospace - The National Space Administration has released an action plan to promote high-quality and safe development in commercial aerospace, with significant milestones achieved, such as the successful maiden flight of the Zhuque-3 rocket [1] - Open Source Securities notes that commercial aerospace has been designated as an "emerging pillar industry," with a target for the industry to account for 2% of GDP during the 14th Five-Year Plan period and to drive a value exceeding 7 trillion yuan by 2030 [3] - The plan includes the construction of 10 commercial launch sites and aims for an average of one launch per day, alongside the establishment of a national commercial aerospace laboratory to overcome development bottlenecks [3] Group 3: Market Performance - The Sci-Tech Innovation 100 ETF has seen significant gains, with stocks like Source Jie Technology rising by 12.98% in a single day, reflecting increased market demand for computing infrastructure hardware [2] - As of December 8, 2025, the Sci-Tech Innovation 100 Index has shown strong performance, with Source Jie Technology up 13.69% and GuoDun Quantum up 8.20% [2] - The top ten weighted stocks in the Sci-Tech Innovation 100 Index account for 26.72% of the index, indicating a concentrated performance among leading companies [4]

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 ...