Market Performance - As of September 26, the AI PC concept index declined by 4.01%, ranking among the top declines in concept sectors, with leading companies such as Lingyi iTech, Geling Deep Vision, and Jingwang Electronics experiencing significant drops [1][2] - The top gainers in the market included soybean (+1.02%) and other sectors, while the AI PC sector and related indices like China AI 50 saw declines of -4.01% and -3.94% respectively [1] Capital Flow - The AI PC concept sector experienced a net outflow of 7.475 billion yuan, with 37 stocks seeing net outflows, and 17 stocks exceeding 100 million yuan in outflows [1] - The stock with the highest net outflow was Shenghong Technology, with a net outflow of 2.121 billion yuan, followed by Lingyi iTech (-1.154 billion yuan) and Changying Precision (-675 million yuan) [1][2] Stock Performance - Notable stocks in the AI PC concept with significant declines included Shenghong Technology (-4.68%), Lingyi iTech (-7.60%), and Changying Precision (-4.77%) [1][2] - Conversely, stocks with net inflows included Yidao Information (+2.366 million yuan), Haopeng Technology (+1.768 million yuan), and Anfu Technology (+1.019 million yuan) [2]

Group 1 - The core point of the article is that China Great Wall (SZ 000066) held its 20th meeting of the 8th board of directors on September 22, 2025, to discuss the appointment of the company's president and other documents [1] - For the first half of 2025, the company's revenue composition is as follows: cybersecurity and information technology account for 80.86%, high-tech electronics account for 13.52%, and other businesses account for 5.62% [1] - As of the time of reporting, the market capitalization of China Great Wall is 56.5 billion yuan [1]

中国长城科技集团股份有限公司 董事会议事规则 中国长城科技集团股份有限公司 董事会议事规则 第一章 总则 第一条 为了进一步明确公司董事会的职权范围，规范 董事会运作程序，健全董事会的议事和科学决策程序，充分 发挥董事会的经营决策中心作用，根据《中华人民共和国公 司法》《中华人民共和国证券法》《上市公司治理准则》《上 市公司章程指引》《深圳证券交易所股票上市规则》(以下简 称"《股票上市规则》")和《中国长城科技集团股份有限公 司章程》(以下简称"公司章程")等有关规定，制定本规则。 第二章 董事会会议召开程序 第二条 董事议事通过董事会会议等形式进行。董事会 会议由董事长负责召集和主持。公司可设副董事长协助董事 长工作，董事长不能履行职务或者不履行职务的，由副董事 长履行职务；副董事长不能履行职务或者不履行职务的，由 过半数以上董事共同推举一名董事履行职务。 第三条 董事会每年至少召开两次会议，由董事长召集， 于会议召开十日以前书面通知全体董事。 第四条 代表十分之一以上表决权的股东、三分之一以 上董事或者审计委员会，可以提议召开董事会临时会议。董 事长应当自接到提议后十日内，召集和主持董事会会议。 第五条 ...

中国长城科技集团股份有限公司 股东会议事规则 第一章 总则 第一条 为规范中国长城科技集团股份有限公司（以下简 称公司）行为，保证股东会依法行使职权，根据《中华人民共 和国公司法》（以下简称《公司法》）《中华人民共和国证券 法》（以下简称《证券法》）《上市公司股东会规则》《中国 长城科技集团股份有限公司章程》（以下简称公司章程）的规 定，制定本规则。 第二条 公司股东会的召集、提案、通知、召开等事项适 用本规则。 第三条 公司应当严格按照法律、行政法规、本规则及公 司章程的相关规定召开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。 公司全体董事应当勤勉尽责，确保股东会正常召开和依法行使 职权。 第四条 股东会应当在《公司法》和公司章程规定的范围 内行使职权。 第五条 股东会分为年度股东会和临时股东会。年度股东 会每年召开一次，应当于上一会计年度结束后的六个月内举行。 临时股东会不定期召开，出现《公司法》第一百一十三条规定 - 1 - 的应当召开临时股东会的情形时，临时股东会应当在两个月内 召开。 公司在上述期限内不能召开股东会的，应当报告公司所在 地中国证券监督管理委员 ...

证券代码：000066 证券简称：中国长城 公告编号：2025-045 中国长城科技集团股份有限公司 关于修订公司章程（含议事规则）的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 中国长城科技集团股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召开第八届董事会第二十次会议审议通过了《关于修订公司章程（含议事规则） 的议案》，同意对《公司章程》及其附件进行修订。该议案尚需提交公司最近一 次股东大会审议。现将具体情况公告如下： 一、修订《公司章程》情况 根据新《公司法》《上市公司章程指引》等法律法规要求，结合公司实际情 况，公司拟对《公司章程》部分条款进行修订。相关修订条款如下： | 公司章程（修订前） | 公司章程（修订后） | | --- | --- | | 第一条 为规范公司的组织和行为，坚持和加强党的全面领 | 第一条 为规范公司的组织和行为，全面贯彻落实"两个一 | | 导，完善公司法人治理结构，建设中国特色现代国有企业制 | 以贯之"重要要求，坚持和加强党的全面领导，完善公司法 | | 度，维护股东、公司和债权人的合法权益，依 ...

证券代码：000066 证券简称：中国长城 公告编号：2025-044 中国长城科技集团股份有限公司 第八届董事会第二十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 中国长城科技集团股份有限公司（以下简称"公司"）第八届董事会第二十 次会议通知于 2025 年 9 月 16 日以电子邮件方式发出，会议于 2025 年 9 月 22 日在深圳中电长城大厦会议室以现场加视频方式召开，应参加会议董事七名，亲 自出席会议董事七名；部分监事列席了会议，符合《公司法》和《公司章程》的 有关规定。会议由董事长戴湘桃先生主持，审议通过了审议通过了以下议案： 一、关于聘任公司总裁的议案 根据董事会提名委员会的建议，经董事会审议，同意聘任于吉永先生（简历 附后）为公司总裁，任期同第八届董事会；戴湘桃先生不再担任公司总裁，于吉 永先生不再担任公司高级副总裁。 审议结果：表决票 7 票，同意 7 票，反对 0 票，弃权 0 票，表决通过。 二、关于提名公司董事候选人的议案 根据公司实际控制人中国电子信息产业集团有限公司通过公司控股股东中 国电子有限公司的推荐和董事会 ...

Market Performance - On September 22, the computer equipment sector rose by 1.88%, with Jiayuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Jiayuan Technology (301117) closed at 37.95, up 14.03% with a trading volume of 193,000 shares and a transaction value of 705 million [1] - Kalete (301391) closed at 79.72, up 10.97% with a trading volume of 63,400 shares [1] - Zhongke Shuguang (610509) closed at 117.51, up 10.00% with a trading volume of 1,203,700 shares [1] - Shuguang Digital Innovation (872808) closed at 101.24, up 9.90% with a trading volume of 58,700 shares [1] Top Losers - Haohan Depth (688292) closed at 24.60, down 3.53% with a trading volume of 75,000 shares and a transaction value of 188 million [2] - ST Yingfeitou (002528) closed at 2.75, down 3.51% with a trading volume of 159,300 shares [2] - Kaiwang Technology (301182) closed at 36.73, down 2.91% with a trading volume of 33,800 shares [2] Capital Flow - The computer equipment sector saw a net inflow of 2.203 billion in main funds, while retail funds experienced a net outflow of 937 million [2][3] - Main funds showed a significant presence in Zhongke Shuguang with a net inflow of 213.7 million, while retail funds had a net outflow of 106.4 million [3] - Jiayuan Technology had a net inflow of 58.54 million from main funds, but also saw outflows from retail investors totaling 27.14 million [3]

Core Viewpoint - The high-end equipment sector is experiencing significant growth, with the 中证高端装备细分50指数 rising by 1.97% and notable increases in key stocks such as 国睿科技 and 中航沈飞 [1][2] Group 1: Market Performance - The high-end equipment ETF (159638) saw a rise of 1.85%, with intraday gains exceeding 2% [1] - The ETF recorded a turnover of 3.27% and a transaction volume of 35.76 million yuan during the trading session [2] - Over the past month, the ETF has averaged a daily transaction volume of 58.85 million yuan [2] - The latest scale of the high-end equipment ETF reached 1.073 billion yuan [2] - In the last 14 trading days, there were 8 days of net capital inflow, totaling 13.32 million yuan [2] - The ETF's net value increased by 42.86% over the past year [2] Group 2: Industry Outlook - The military industry is expected to see an order turning point as the "建军百年奋斗目标" enters its second half, with new technologies and products driving market direction [3] - The top ten weighted stocks in the 中证高端装备细分50指数 account for 45.6% of the index, with 中航沈飞 and 航发动力 being the most significant contributors [3][5] - The upcoming "十四五" equipment procurement tail orders are anticipated to be finalized soon, with an expected increase in upstream order growth [2]

Core Points - The event "Qiongpin enters the Bay, Fresh Enjoyment in Pengcheng" is a promotional conference for Hainan agricultural products held in Shenzhen, marking the first time the "Consumption Assistance Month" has stepped out of the province to the Greater Bay Area [1][3] - The conference aims to implement policies from the Ministry of Agriculture and Rural Affairs to expand channels and brand marketing for agricultural products from poverty-stricken areas, facilitating Hainan's agricultural product branding and increasing farmers' income [1][3] Group 1 - The event showcased over a hundred high-quality agricultural products from five poverty-stricken counties, highlighting Hainan's tropical agricultural ecology and unique characteristics [3] - Featured products included Wuzhishan red tea, pineapple, honey, and various tropical fruits, attracting numerous merchants for tasting and cooperation discussions [3][4] - Hainan's agricultural authorities emphasized the benefits of zero tariffs and low tax rates due to the Hainan Free Trade Port, which opens a green channel for Hainan agricultural products to enter the Greater Bay Area and international markets [3][4] Group 2 - The event established a consumption assistance mechanism guided by the government, led by the market, and involving social participation, with support from central aid units in technology, infrastructure, and industry chain cultivation [4] - Multiple procurement agreements were signed during the event, covering products such as tea, passion fruit, rice, and mooncakes, promoting order agriculture to facilitate the entry of Hainan's quality products into the Greater Bay Area [4] - The "Hainan Agricultural Products Shenzhen Brand Week" was launched, featuring continuous exhibitions of agricultural products from five poverty-stricken counties in various Shenzhen supermarkets, enhancing brand influence and market share [6]

Core Viewpoint - The "Consumption Assistance Month" event in Hainan aims to promote local agricultural products in the Greater Bay Area, enhancing brand recognition and increasing farmers' income [2][4]. Group 1: Event Overview - The event, titled "Qiong Pin Zhen Empowerment, Assistance Starts Anew," is part of the 2025 Hainan "Consumption Assistance Month" series and marks the first time it has been held outside Hainan, specifically in the Greater Bay Area [2]. - The event features over a hundred high-quality agricultural products from five poverty alleviation counties in Hainan, showcasing the tropical agricultural ecosystem and unique products of the region [2][3]. Group 2: Participation and Collaboration - Various associations, chambers of commerce, and enterprises participated in the event, creating a positive mechanism for consumption assistance guided by the government and led by the market [3]. - Central support units like China Electronics Corporation and China Great Wall Technology Group have provided substantial backing in areas such as agricultural technology and infrastructure development [3]. Group 3: Marketing and Branding - Agricultural marketing experts emphasized the need for Hainan's agricultural products to tell compelling brand stories and highlight ecological value to attract consumers in the Greater Bay Area [3]. - The event included multiple signing ceremonies for procurement agreements, covering products such as tea, passion fruit, rice, and mooncakes, aimed at integrating Hainan's quality products into the daily lives of consumers in the Greater Bay Area [4]. Group 4: Ongoing Initiatives - The "Qiong Pin Ru Wan, Fresh Enjoyment in Pengcheng" brand week for Hainan agricultural products in Shenzhen runs from September 9 to 22, featuring continuous exhibitions of over a hundred products from five poverty alleviation counties [4]. - This year marks the fifth year of the "Consumption Assistance Month" initiative in Hainan, focusing on building sales platforms, enhancing brand quality, and establishing long-term mechanisms to ensure agricultural products reach consumers directly [4].