Group 1 - The core index, the CSI High-end Equipment Sub-index 50, reflects the performance of 50 representative listed companies in the aerospace and high-end equipment sectors, with a base date of December 31, 2012, set at 1000.0 points [1] - The CSI High-end Equipment Sub-index 50 has seen a 2.48% increase over the past month, a 1.82% decrease over the past three months, and a 0.96% decline year-to-date [1] - The top ten weighted companies in the index include AVIC Shenyang Aircraft Corporation (7.3%), AVIC Optoelectronics (6.9%), Aero Engine Corporation of China (6.21%), and others, indicating a concentration in key players within the industry [1] Group 2 - The index's holdings are primarily in the industrial sector, accounting for 74.18%, followed by materials at 10.73%, information technology at 7.60%, and communication services at 7.49% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains reflective of the current market [2] - Public funds tracking the CSI High-end Equipment Sub-index 50 include the Harvest CSI High-end Equipment Sub-index 50 Link A, Harvest CSI High-end Equipment Sub-index 50 Link C, and Harvest CSI High-end Equipment Sub-index 50 ETF [2]

Core Viewpoint - The cloud gaming industry continues to lead the market, with significant gains in the information security and big data sectors, as evidenced by the performance of related ETFs [1] Group 1: ETF Performance - Several ETFs related to big data have shown a half-day increase of over 1%, with specific ETFs like the Information Security ETF (159613) and the Big Data Industry ETF (516700) rising by 1.59% and 1.51% respectively [2][3] - The Information Security ETFs (159613 and 562920) have small scales, with half-day trading volumes below 10 million yuan, tracking the CSI Information Security Theme Index [3] Group 2: Index Composition - The CSI Information Security Theme Index includes listed companies involved in information security technology, products, and services, reflecting the overall performance of securities in the information security sector [4] - Major stocks in the CSI Information Security Theme Index include Inspur Information (5.78%), Unisoc (5.39%), and Hikvision (5.02%) [5] Group 3: Big Data Sector - The Big Data Industry ETF (516700), Big Data ETF (515400), and Data ETF (516000) also experienced gains exceeding 1%, with the Big Data ETF (515400) having a large scale of 2.3 billion shares and a half-day trading volume of 96.73 million yuan [6] - The CSI Big Data Industry Index selects companies involved in big data storage, analysis, operations, and applications, reflecting the overall performance of securities in the big data sector [6][7] - Key stocks in the CSI Big Data Industry Index include iFlytek (9.23%), Inspur Information (8.72%), and Unisoc (6.22%) [7]

关于中国长城科技集团股份有限公司 2024年度股东大会的 法律意见书 信达会字[2025]第174号 致：中国长城科技集团股份有限公司（下称"贵公司"） 广东信达律师事务所 股东大会法律意见书 中国深圳福田区益田路 6001 号太平金融大厦 11 楼、12 楼 邮政编码：518038 11、12/F, TaiPingFiance Tower,Yitian Road 6001,Futian District, ShenZhen, P. R. China 电话(Tel.)：(0755) 88265288 传真(Fax.)：(0755)88265537 网址(Website)：https://www.sundiallawfirm.com 广东信达律师事务所 本法律意见书仅供贵公司本次股东大会相关事项合法性的目的使用，不得用 作任何其他目的。本所律师同意将本法律意见书随同贵公司本次股东大会决议一 起予以公告。 本所律师依据《股东会规则》第六条的规定，按照中国律师行业公认的业务 标准、道德规范和勤勉尽责的精神，现出具法律意见如下： 一、关于本次股东大会的召集与召开程序 1、贵公司董事会作为召集人于2025年4月28日在 ...

证券代码：000066 证券简称：中国长城 公告编号：2025-026 中国长城科技集团股份有限公司 2024年度股东大会决议公告 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。 一、特别提示 1．本次股东大会没有出现否决议案的情形； 2．本次股东大会无涉及变更前次股东大会决议的情形。 二、会议召开和出席情况 （一）会议召开的情况 1．会议时间： 现场会议召开的时间：2025 年 5 月 23 日下午 14:00 网络投票的时间：2025 年 5 月 23 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 月 23 日交易时间即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易 所互联网投票系统投票的具体时间为 2025 年 5 月 23 日上午 9:15－下午 15:00 期间的任意时间。 5．主 持 人：戴湘桃先生 6．会议通知情况：公司董事会于 2025 年 4 月 28 日在《中国证券报》《证 券时报》《上海证券报》及巨潮资讯网上刊登了《第八届董事会第十四次会议决 议公告》（2025- ...

Group 1: R&D and Financial Performance - The number of R&D personnel in 2024 is 4,161, accounting for 31.12% of the workforce, a decrease of 11.62% from 2023 [1] - The company reported a loss for the fiscal year 2024 [3] - The main reasons for the 2024 loss include increased market competition, policy adjustments, and a strategic shift in business focus leading to higher costs [6] Group 2: Strategic Initiatives and Market Position - The company plans to enhance operational performance by focusing on market expansion, particularly in the server business and the domestic AI server market [3] - Key strategies include continuous R&D innovation, strengthening business management, and optimizing product structure [6] - The company aims to capture new opportunities in the domestic "信创" (Xinchuang) market, which is expected to grow significantly [4] Group 3: Stock Performance and Market Communication - The company acknowledges the recent decline in stock performance and is committed to improving management and communication with the capital market [3] - There are currently no plans for stock buybacks [4] - The management emphasizes the importance of long-term stable development as a foundation for market value growth [3] Group 4: Future Growth and Industry Trends - Future growth points include expanding the "信创" industry scale and continuing to develop the power supply market [4] - The company is closely monitoring industry trends and is prepared to adapt to the shift from general computing to intelligent computing [8] - The company is evaluating procurement needs for AI chips based on customer orders and production requirements [9]

截至2025年5月16日 14:04，中证大数据产业指数(930902)下跌0.33%。成分股方面涨跌互现，天下秀(600556)领涨2.77%，博思软件(300525)上涨1.73%，盛视 科技(002990)上涨1.33%；税友股份(603171)领跌2.37%，新点软件(688232)下跌1.94%，光环新网(300383)下跌1.83%。数据ETF(516000)下跌0.33%，最新报 价0.91元。拉长时间看，截至2025年5月15日，数据ETF今年以来累计上涨1.44%，涨幅排名可比基金1/3。 流动性方面，数据ETF盘中换手2.32%，成交967.66万元。拉长时间看，截至5月15日，数据ETF近1年日均成交1684.95万元。 份额方面，数据ETF最新份额达4.57亿份，创近1月新高。 数据显示，截至2025年4月30日，中证大数据产业指数(930902)前十大权重股分别为科大讯飞(002230)、中科曙光(603019)、紫光股份(000938)、浪潮信息 (000977)、恒生电子(600570)、拓维信息(002261)、润泽科技(300442)、用友网络(600588)、网宿科技(30 ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry [4] Core Insights - The AI industry shows initial signs of high prosperity, with a notable quarterly turning point emerging [4] - The computer industry experienced stable revenue growth in 2024 and a significant profit rebound in Q1 2025, indicating a recovery trend [4][5] - The AI computing segment outperformed the overall industry in both revenue and profit growth, suggesting strong demand and market potential [4][39] Revenue and Profit Analysis - In 2024, the total revenue of listed companies in the computer industry reached 1,249.943 billion yuan, a year-on-year increase of 4.81%, while Q1 2025 revenue was 280.665 billion yuan, up 16.49% year-on-year [4][18] - The net profit attributable to shareholders for 2024 was 15.521 billion yuan, down 51.90% year-on-year, but Q1 2025 saw a dramatic increase to 2.559 billion yuan, up 390.04% year-on-year [4][18] - The revenue growth rate for the AI computing segment in 2024 was 14.57%, with a Q1 2025 growth of 41.87%, while net profit growth was 13.26% for 2024 and 43.05% for Q1 2025 [4][39] AI Segment Insights - The AI application segment's revenue in 2024 was 76.829 billion yuan, growing 6.44% year-on-year, with Q1 2025 revenue reaching 16.147 billion yuan, up 12.41% [45] - The net profit for the AI application segment in 2024 was 3.493 billion yuan, a 2.66% increase, while Q1 2025 net profit was 24 million yuan, showing significant growth from a low base [47] Innovation and Domestic Substitution - The domestic substitution process is accelerating due to geopolitical uncertainties and policy support, with the information technology sector showing signs of recovery [5][55] - The revenue for the domestic innovation segment in 2024 was 337.841 billion yuan, a 20.53% increase, with Q1 2025 revenue at 90.585 billion yuan, up 43.54% [55] Investment Recommendations - The report suggests focusing on companies within the AI and domestic substitution themes, highlighting specific stocks such as Cambricon (688256.SH), Haiguang Information (688041.SH), and others across various segments [5][6]

Group 1 - The company, China Great Wall Technology Group Co., Ltd., has disclosed its 2024 Annual Report, 2024 Annual Report Summary, and 2025 Q1 Report on April 28, 2025 [1] - A performance briefing will be held online on May 20, 2025, from 15:00 to 16:00, to communicate with investors and gather their opinions and suggestions [1] - The briefing will feature key personnel including the Chairman and President, Mr. Dai Xiangtao, the Chief Financial Officer, Ms. Song Jindi, and the Secretary of the Board, Mr. Wang Xifa [2] Group 2 - Investors can participate in the online performance briefing on May 20, 2025, through a specified URL or by scanning a QR code [3] - Investors are encouraged to submit questions before the event by May 19, 2025, through the interactive platform [4] - Contact information for the Board Office is provided, including a phone number and email address for further inquiries [5]

2、会议召开方式：网络互动方式 证券代码：000066 证券简称：中国长城 公告编号：2025-025 中国长城科技集团股份有限公司 关于召开2024年度暨2025年一季度网上业绩说明会的公告 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"）已于 2025 年 4 月 28 日 在 《 中 国 证 券 报 》 《 证 券 时 报 》 《 上 海 证 券 报 》 及 巨 潮 资 讯 网 （www.cninfo.com.cn）披露公司《2024 年年度报告》《2024 年年度报告摘 要》《2025 年一季度报告》。 为便于广大投资者更加全面深入地了解公司经营业绩等情况，公司将于 2025 年 5 月 20 日（星期二）15:00-16:00 举办 2024 年度暨 2025 年一季度网 上业绩说明会，与投资者进行沟通和交流，广泛听取投资者的意见和建议。 一、会议时间、地点 1、召开时间：2025 年 5 月 20 日（星期二）15:00-16:00 为充分尊重投资者、提升公司与投资者之间的交流效率，投资者可于 202 ...

Core Viewpoint - The military industry sector is experiencing significant growth, with multiple stocks hitting the daily limit and related ETFs showing strong performance, indicating a bullish sentiment in the market [1][3]. ETF Market Performance - Military-related ETFs, including the Military Leader ETF (512710), have seen substantial gains, with six ETFs rising over 4% in half a day [1][2]. - The Military ETF (512660) recorded a half-day trading volume of 1.548 billion yuan, highlighting its active trading status [1][8]. ETF Share Growth - In less than two months, the Military Leader ETF (512710) and Military ETF (512660) have increased their shares by over 2 billion [3]. - The current technological revolution and industrial transformation are driving demand for advanced military technologies, with a focus on smart technologies, unmanned equipment, and big data applications [3]. Index and ETF Details - The Military Leader ETF (512710) has a scale of 12.902 billion shares and a half-day trading amount of 1.163 billion yuan, tracking the CSI Military Leader Index, which selects 30 leading military companies [4]. - The National Defense ETF (512670) has a scale of 5.278 billion shares and a half-day trading amount of 444 million yuan, tracking the CSI National Defense Index, which includes up to 50 stocks from major military groups [6]. Key Weight Stocks - The top-weighted stocks in the CSI Military Leader Index include: - AVIC Optical (002179) - 9.72% - AVIC Shenyang Aircraft (600760) - 9.53% - Aero Engine Corporation of China (600893) - 8.53% [5]. - The top-weighted stocks in the CSI National Defense Index include: - AVIC Optical (002179) - 6.93% - AVIC Shenyang Aircraft (600760) - 6.79% - Aero Engine Corporation of China (600893) - 6.08% [7].