霍莱沃最新一期业绩显示，截至2025一季报，公司营业总收入7309.81万元、同比增长23.26%，归属净 利润414.18万元，同比增长140.99%，扣非净利润215.66万元，同比增长776.42%，流动比率3.636、速动 比率2.948、资产负债率24.91%。 天眼查商业履历信息显示，上海霍莱沃电子系统技术股份有限公司，成立于2007年，位于上海市，是一 家以从事软件和信息技术服务业为主的企业。企业注册资本10183.8895万人民币，实缴资本1295万人民 币。公司法定代表人为李吉龙。 金融界消息 截至2025年8月11日收盘，霍莱沃（688682）报收于37.02元，上涨0.73%，换手率2.97%， 成交量3.02万手，成交金额1.13亿元。 资金流向方面，今日主力资金净流出1244.31万元，占比成交额10.98%。其中，超大单净流出289.73万 元、占成交额2.56%，大单净流出954.59万元、占成交额8.43%，中单净流出流出371.25万元、占成交额 3.28%，小单净流入1615.57万元、占成交额14.26%。 通过天眼查大数据分析，上海霍莱沃电子系统技术股份有限公司共对外投 ...

Group 1 - The core point of the article highlights the financing activities of the company 霍莱沃, which saw a financing buy-in amount of 0.20 billion yuan on August 6, ranking 869th in the market [1] - Over the last three trading days (August 4-6), 霍莱沃 received financing buy-ins of 0.11 billion yuan, 0.11 billion yuan, and 0.20 billion yuan respectively, indicating a consistent interest from investors [1] - On the same day, the company had a financing repayment amount of 0.15 billion yuan, resulting in a net buy of 4.74 million yuan [1] Group 2 - In terms of securities lending, the company had no shares sold or net sold on that day, indicating a stable position in this aspect [2]

本文源自：金融界 作者：智投君 8月5日，沪深两融数据显示，霍莱沃获融资买入额0.11亿元，居两市第1159位，当日融资偿还额0.11亿 元，净买入21.27万元。 最近三个交易日，1日-5日，霍莱沃分别获融资买入0.10亿元、0.11亿元、0.11亿元。 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

Group 1 - The military industry sector continues to show strong performance, with companies like Steel Research High-Tech and New Yu Guo Ke rising over 10% [1] - Other companies in the sector, including Holley Wo, Hongdu Aviation, Changcheng Military Industry, Chenxi Aviation, and AVIC Shenyang Aircraft Corporation, also experienced gains [1] - According to Zheshang Securities, geopolitical conflicts are expected to persist into 2025, leading to practical testing of China's military trade export equipment in overseas conflicts, which may result in a revaluation of domestic defense and military enterprises [1]

Market Overview - The Shanghai Composite Index fluctuated around 3500 points, closing slightly down by 0.03% at 3503.78 points, while the Shenzhen Component Index and the ChiNext Index both fell by 0.22% to 10720.81 points and 2230.19 points respectively. The total trading volume in the Shanghai and Shenzhen markets was 146.19 billion yuan, a decrease of over 170 billion yuan from the previous day [1]. Human-Robot Concept - The human-robot concept saw significant activity, with stocks like Upwind New Materials hitting the daily limit, achieving a six-day consecutive rise. Other notable performers included Weichuang Electric, which rose approximately 14%, and Rongtai Co., Fuda Co., and Zhejiang Rongtai, all of which reached the daily limit [3][4]. - Industry experts indicate that the human-robot sector is at a "dawn" of industrialization, with mass production and large-scale application becoming feasible. The key to commercialization lies in reducing costs, which currently limit widespread adoption [6]. Innovative Drug Concept - The innovative drug sector experienced strong gains, with stocks such as Guangshengtang and Iwu Biotech rising around 16%. Other companies like Hasi Lian, Rundu Co., and Aosaikang also reached their daily limits. Notably, Lianhuan Pharmaceutical achieved six daily limit rises in the past eight trading days [8][9]. - Recent government initiatives, including the launch of the 11th batch of centralized drug procurement, focus on established drugs rather than new ones, which may benefit the innovative drug market. The introduction of measures to support high-quality development of innovative drugs is expected to enhance the role of commercial insurance in the healthcare system [10]. Pet Economy Concept - The pet economy concept gained traction, with stocks like Weike Technology rising over 10%, and companies such as Biological Shares and Lijuzhu Group hitting their daily limits. Other companies like Meinuohua and Yirui Biological also saw significant increases [12][13]. - Analysts suggest that the pet food sector remains a high-growth area, with domestic brands expected to continue their upward trajectory. Companies with overseas production capabilities, particularly in North America, are likely to benefit from favorable conditions despite existing tariff uncertainties [14].

Core Points - The company announced a profit distribution and capital increase plan, which includes a cash dividend of 0.2 yuan per share and a capital increase of 0.4 shares for every share held [2][4][5] - The total cash dividend to be distributed amounts to 14,548,413.60 yuan, and the total shares after the distribution will be 101,838,895 shares [4][11] - The plan was approved at the annual shareholders' meeting held on May 6, 2025 [2][3] Distribution and Capital Increase Plan - The profit distribution and capital increase plan is for the fiscal year 2024 [3] - The distribution is applicable to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the record date [3] - The cash dividend will be distributed through the clearing system of the China Securities Depository and Clearing Corporation [4][6] Taxation Details - Individual shareholders holding shares for over one year will not be subject to personal income tax on the cash dividend, resulting in a net distribution of 0.2 yuan per share [7] - For shares held for one year or less, the company will not withhold tax at the time of distribution, but tax will be calculated upon transfer of the shares [7] - Qualified Foreign Institutional Investors (QFII) and Hong Kong investors will have a 10% withholding tax applied, resulting in a net cash dividend of 0.18 yuan per share [8][9] Share Capital Structure - The company confirmed that all strategic placement shares from its initial public offering have been fully listed and are in circulation [5][11] - After the implementation of the capital increase, the diluted earnings per share for the fiscal year 2024 will be 0.14 yuan [11]

证券代码：688682 证券简称：霍莱沃 公告编号：2025-021 上海霍莱沃电子系统技术股份有限公司 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： 每股现金红利0.2元（含税） 每股转增0.4股 相关日期 | 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 | | | 2025/6/4 | 2025/6/5 | 2025/6/5 | 2025/6/5 | 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 6 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： （2）转增股本的，由中国结算上海分公司根据股权登 ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Tungsten Industry**: Focus on strategic minerals and the impact of export controls on tungsten - **Huaihe Energy**: Involvement in coal, electricity, and logistics sectors - **5G-A Technology**: Development and deployment of advanced 5G technology Core Points and Arguments Tungsten Industry 1. **Export Control Measures**: The government has initiated actions to combat the smuggling of strategic minerals, including tungsten, which is essential in various industries such as automotive and aerospace [3][1] 2. **Tungsten Characteristics**: Tungsten is recognized for its high melting point, hardness, density, and thermal conductivity, earning it the nickname "industrial teeth" [3][1] 3. **Global Tungsten Supply**: By 2024, global tungsten reserves are projected to reach 4.6 million metric tons, with China contributing over 80% of the world's tungsten production [7][1] 4. **Demand and Applications**: The demand for tungsten is expected to reach 142,000 metric tons in 2024, primarily for hard alloys and tungsten steel, with significant applications in automotive and defense sectors [7][1] 5. **Recycling and Supply Challenges**: China's tungsten recycling rate is only 17%, indicating a gap in recovery and quality compared to international standards, which may affect future supply [7][1] Huaihe Energy 1. **Asset Injection Impact**: The company plans to acquire a significant stake in Huaihe Energy Power Group, which is expected to enhance its operational capacity and increase net profit by 105% [8][1] 2. **Coal Supply and Production**: Huaihe Energy has a strong coal supply chain, with a high coverage rate for long-term contracts, which positions it competitively in the market [11][1] 3. **Future Growth Potential**: The company has additional coal and power assets that could further increase its operational scale, with potential for significant growth in the coming years [11][1] 5G-A Technology 1. **Performance Enhancements**: 5G-A technology is expected to increase upload and download speeds by tenfold, significantly improving connectivity and reducing latency [12][1] 2. **Global Deployment**: Testing networks for 5G-A have been established across 31 provinces in China, with plans for expansion into international markets [12][1] 3. **Investment in Infrastructure**: There is a notable increase in capital expenditure from operators for 5G-A, indicating a strong commitment to enhancing network capabilities [15][1] Other Important but Possibly Overlooked Content - **Market Trends**: The tungsten sector is experiencing a bullish trend due to government actions against smuggling and the strategic importance of tungsten in various applications [4][1] - **Stock Performance**: Several companies within the tungsten industry and those involved in 5G technology have seen significant stock price increases, reflecting positive market sentiment [9][1][13][1] - **Long-term Outlook**: The overall outlook for both the tungsten industry and 5G-A technology remains positive, with expectations of sustained demand and growth opportunities in the coming years [7][1][15][1]

北京市金杜律师事务所上海分所 关于上海霍莱沃电子系统技术股份有限公司 2024 年年度股东大会 之法律意见书 致：上海霍莱沃电子系统技术股份有限公司 北京市金杜律师事务所上海分所（以下简称本所）接受上海霍莱沃电子系统 技术股份有限公司（以下简称公司）委托，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《上市公司股东会规则（2025 年修订）》（以下简称《股东会规 则》）等中华人民共和国境内（以下简称中国境内，为本法律意见书之目的，不 包括中国香港特别行政区、中国澳门特别行政区和中国台湾地区）现行有效的法 律、行政法规、规章和规范性文件和现行有效的公司章程有关规定，指派律师出 席了公司于 2025 年 5 月 6 日召开的 2024 年年度股东大会（以下简称本次股东大 会），并就本次股东大会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 9. 其他会议文件。 公司已向本所保证，公司已向本所披露一切足以影响本法律意见书出具的事 实并提供了本所为出具本法律意见书所要求公司提供的原始书面材 ...