Core Viewpoint - The Zhipu AI concept has shown a significant increase of 3.49%, ranking fourth among concept sectors, with 60 stocks rising, including notable gains from Chuangyi Information and Zhenghe Ecology, both reaching the daily limit up [1][2]. Market Performance - The Zhipu AI concept sector experienced a net inflow of 1.941 billion yuan, with 43 stocks receiving net inflows, and 10 stocks exceeding 50 million yuan in net inflow. The top net inflow was from Changshan Beiming, with 1.138 billion yuan [2][3]. - The leading stocks in the Zhipu AI concept included Changshan Beiming (10.00% increase), Shenzhou Digital (6.09% increase), and Chuangyi Information (19.93% increase) [3][5]. Stock Flow Ratios - The net inflow ratios for leading stocks were as follows: Changshan Beiming at 53.92%, Zhenghe Ecology at 47.16%, and Chuangyi Information at 26.97% [3][4]. - The stock with the highest trading volume was Changshan Beiming, with a turnover rate of 6.00% and a net inflow of 1.138 billion yuan [3][4]. Declining Stocks - The stocks with the largest declines included Desheng Technology (-3.78%), Yaxin Security (-1.52%), and Wanxin Media (-1.13%) [1][6].

Group 1 - Huawei Pangu concept stock increased by 3.94%, ranking second in the concept sector, with 27 stocks rising, including Creative Information which hit a 20% limit up [1][2] - The leading stocks in the Huawei Pangu concept include Changshan Beiming, which also reached the limit up, and other notable gainers such as Hanxin Technology, Jiulian Technology, and Tuolisi, with increases of 7.91%, 6.25%, and 6.11% respectively [1][2] Group 2 - The Huawei Pangu concept sector saw a net inflow of 1.291 billion yuan from main funds, with 15 stocks receiving net inflows, and 11 stocks exceeding 10 million yuan in net inflow [2][3] - Changshan Beiming led the net inflow with 1.138 billion yuan, followed by Softcom Power, Creative Information, and Kute Intelligent with net inflows of 149.9 million yuan, 98.7943 million yuan, and 26.8907 million yuan respectively [2][3] Group 3 - In terms of net inflow ratios, Changshan Beiming, Creative Information, and Jiulian Technology had the highest ratios at 53.92%, 26.97%, and 13.97% respectively [3][4] - The trading performance of key stocks in the Huawei Pangu concept shows significant turnover rates, with Changshan Beiming at 6.00%, Softcom Power at 5.25%, and Creative Information at 9.93% [3][4]

上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ "五一"假期前的最后一个交易日，市场再度活跃，资金从前期热门的银行、PEEK材料等板块撤出，重 新流回算力等科技板块。 A股上证指数小幅低开，在地产股和消费股的反弹中，又快速翻红，随后在银行股的重挫下，再度走 低。深证成指和创业板指数则快速拉升，市场氛围活跃。 截至发稿，上证指数跌0.17%，深证成指涨0.59%，创业板指数涨近1%。全市场超3800只个股上涨，两 市成交额较前一交易日放大超900亿元。 （图片来源：东方财富APP，统计截至2025/4/30，不作投资推荐） AI又火了 多股直线拉涨停 4月30日早盘，算力概念股再度走强。其中，鸿博股份4连板。 鸿博股份(002229) ( 交易中 04-30 09:56:51 通 融 15.88 额 16.28亿 股本4.96亿 市盈-42.9 万得 盘口 +1.44 +9.97% 换 21.34% 市值178.8亿 市净 5.89 分时 五日 日K 周K 月K 更多 [0] 叠加 设均线 MA 5:13.25↑ 10:11.97↑ 20:11.45↑ 前复权 | 1 ...

Market Overview - The A-share market experienced narrow fluctuations with the overall performance being relatively flat, while the computer sector saw significant gains, with multiple stocks rising over 10% and hitting the daily limit [2][5] - The Hong Kong stock market also showed narrow fluctuations, with the Hang Seng Index mostly declining slightly [12][13] Sector Performance - In the A-share market, the computer sector led the gains, with a mid-session increase of over 2%. Notable stocks included Chuangyi Information, which hit a daily limit, and Lingzhi Software and New Zhiyuan Software, both rising over 15% [5][6] - Other sectors such as media, electronics, and automotive also showed strong performance [8] Notable Stocks - Chuangyi Information saw a price of 7.16 CNY, with a rise of 1.19 CNY, equating to a 19.93% increase [6] - Lingzhi Software reached 14.23 CNY, up 1.78 CNY, or 14.30% [6] - New Zhiyuan Software was priced at 22.53 CNY, increasing by 2.67 CNY, or 13.44% [6] - Changshan Beiming hit 22.56 CNY, with a rise of 2.05 CNY, or 10% [6] Bond Market - The convertible bond market saw the listing of Weicai Convertible Bond, which surged by 28% during the morning session. The bond was issued at a total of 1.175 billion CNY, with a face value of 100 CNY per bond [11] Private Equity Activity - In the Hong Kong market, the stock of Diseng Creation surged by over 43% upon resuming trading due to privatization news, with a proposed cancellation price of 7.2 HKD per share [3][15] - Another stock, Man Guan Group, also saw a significant rise of over 40% following an announcement regarding a share issuance agreement [16]

今天上午A股市场整体窄幅震荡，表现相对平淡，其中计算机板块大涨，多股涨幅超过10%，盘中触及涨停。 港股市场今天上午窄幅波动，恒生指数多数时间小幅下跌。 因私有化消息，迪生创建今天上午复牌股价大涨，盘中涨幅一度超过43%。 A股市场窄幅震荡 计算机板块大涨 今天上午A股市场整体窄幅震荡，上证指数延续低位震荡格局。 主要行业板块和赛道方面，若按照申万一级行业划分，计算机板块领涨，板块盘中涨幅超过2%，创意信息盘中"20cm"涨停，凌志软件、新致软件等盘中涨幅超过 15%，常山北明盘中触及涨停，另有多股盘中大幅上涨。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 300366 | 创意信息 | 7.16 | 1.19 | 19.93% | | 688588 | 凌志软件 | 14.23 | 1.78 | 14.30% | | 688590 | 新致软件 | 22.53 | 2.67 | 13.44% | | 000158 | 常山北明 | 22.56 | 2.05 | 10.00% | | 688787 | 海大琼泉 | 98.00 | ...

Retail Sector Activity - The retail sector showed significant activity with Maoye Commercial (600828) hitting the daily limit and achieving five consecutive trading limits [1][4] - Other notable stocks in the retail sector included Cuiwei Co. (603123) and Laisen Tongling (603900), both reaching the daily limit, while Zhongxing Commercial (000715) and Hongqi Chain (002697) also saw substantial gains [4] Economic Indicators - In the first quarter, China's total retail sales of consumer goods reached 12.47 trillion yuan, marking a year-on-year growth of 4.6%, which is an acceleration of 1.1 percentage points compared to the previous year [6] - March alone saw a growth rate of 5.9% in retail sales [6] AI Glasses Concept - The AI glasses concept opened strong with Yingtong Communications (002861) hitting the daily limit, while Deep Konka A surged over 8% [7] Computing Power Leasing Concept - The computing power leasing concept gained momentum with Changshan Beiming (000158), Chaoxun Communication (603322), and Hongbo Co. (002229) all reaching the daily limit, and Yitian Intelligent (300911) rising over 10% [8] Real Estate Sector Movement - The real estate sector experienced a surge with Zhonghua Enterprise (600675) and Yuehongyuan A both hitting the daily limit, while Huayuan Real Estate (600743) and Xinhuangpu (600638) increased by over 7% [9] Banking Sector Decline - The banking sector faced declines, with Huaxia Bank dropping over 8%, and major banks like China Construction Bank, Beijing Bank, and others falling by more than 2% [10] Manufacturing PMI - China's manufacturing purchasing managers' index (PMI) for April was reported at 49%, a decrease of 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [11] - High-tech manufacturing PMI stood at 51.5%, indicating continued expansion in that sector [11] - The service sector maintained expansion with a business activity index of 50.1, despite a slight decline from the previous month [11] US Automotive Tariff Developments - President Trump signed an announcement to provide compensation for tariffs on imported auto parts, allowing up to 3.75% of the retail price for compensation, which will decrease to 2.5% in the second year [12] - This move reflects ongoing pressure on the government regarding its tariff policies [12]

打包市场龙头，抢反弹就买指数ETF>> 智谱AI板块盘初上扬，正和生态（605069）、常山北明（000158）涨停，值得买（300785）涨超8%， 新致软件、创意信息（300366）、天源迪科（300047）跟涨。 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥1,246,468,489.18, representing a 38.37% increase compared to ¥880,062,408.02 in the same period last year[5] - The net profit attributable to shareholders was a loss of ¥99,762,045.13, an improvement of 27.67% from a loss of ¥131,118,498.43 in the previous year[5] - The net profit for the current period was a loss of ¥100,191,268.75, compared to a loss of ¥146,792,173.37 in the previous period, showing an improvement of approximately 31.7%[20] - The total comprehensive loss for the current period was ¥101,069,628.53, compared to a loss of ¥146,631,912.68 in the previous period, indicating a reduction in overall losses of approximately 31.1%[20] Cash Flow - The net cash flow from operating activities was a negative ¥1,234,482,817.06, showing a 20.24% improvement from a negative ¥1,532,701,629.00 in the same period last year[5] - Operating cash inflow for the current period was ¥3,162,863,869.45, up from ¥1,866,937,379.45 in the previous period, representing an increase of approximately 69.2%[21] - Cash inflow from financing activities was ¥1,641,117,701.23, compared to ¥1,138,124,864.49 in the previous period, indicating a growth of about 44.1%[22] - Net cash flow from financing activities was ¥305,372,025.91, a significant recovery from a net outflow of ¥319,240,947.07 in the previous period[22] - The company received cash from investment income amounting to ¥2,400,000.00, with no previous income recorded[22] - The company reported a decrease in cash received from tax refunds to ¥144,475.66 from ¥2,406,876.51 in the previous period[22] Assets and Liabilities - The company's total assets increased by 5.01% to ¥17,237,093,549.18 from ¥16,415,456,855.91 at the end of the previous year[5] - Current liabilities rose to ¥10,072,783,807.65, compared to ¥9,543,900,204.89, marking an increase of approximately 5.6%[18] - Non-current liabilities increased to ¥1,848,475,886.35 from ¥1,454,653,167.31, which is an increase of about 27.1%[18] - The total equity attributable to shareholders decreased to ¥5,273,196,491.68 from ¥5,373,836,896.59, a decline of approximately 1.9%[18] Shareholder Information - The total number of common shareholders at the end of the reporting period is 462,523[10] - The largest shareholder, Shijiazhuang Changshan Textile Group Co., Ltd., holds 28.60% of shares, totaling 457,183,585 shares[10] - The second largest shareholder, Beijing Beiming Weiye Holdings Co., Ltd., holds 7.16% of shares, totaling 114,395,220 shares[10] - The company has no preferred shareholders or related party transactions among the top shareholders[10][11] - The total number of shareholders with voting rights for preferred shares is zero[10] Operational Metrics - The basic earnings per share were reported at -¥0.06, a 33.33% improvement from -¥0.09 in the same period last year[5] - Research and development expenses for the current period were ¥63,217,386.60, slightly down from ¥64,035,600.74 in the previous period, indicating a decrease of about 1.3%[20] - The company recorded a 69.64% increase in investment income, attributed to profits from joint ventures[9] - The company experienced a 162.95% increase in prepaid accounts, mainly due to increased advance payments for goods[9] - The company reported a 38.93% increase in inventory, attributed to unfinished installation and debugging of certain integrated and software development projects[9] Changes and Guarantees - The company plans to provide a guarantee for its wholly-owned subsidiary's loan of 483 million CNY from Hebei Bank, with a term of 16 years[12] - The board of directors has undergone changes, with new non-independent and independent directors being elected[14] Audit Status - The first quarter report was not audited, indicating that the financial data may be subject to further review[24]

一、主要会计数据和财务指标 | 名称 持有数量(万股) | | 占总股本比例 (%) | 增减情况(万 股) | | --- | --- | --- | --- | | 石家庄常山纺织集团有限责任公司 | 45718.36 | 28.79 | 不变 | | 北京北明伟业控股有限公司 | 11439.52 | 7.20 | 不变 | | 香港中央结算有限公司 | 3611.39 | 2.27 | 1608.62 | | UBS AG | 584.04 | 0.37 | 新进 | | 郭小珏 | 242.18 | 0.15 | 新进 | | 中信证券股份有限公司 | 207.10 | 0.13 | 新进 | | 徐剑明 | 169.80 | 0.11 | 新进 | | 王佩民 | 169.51 | 0.11 | 新进 | | MERRILL LYNCH INTERNATIONAL | 167.76 | 0.11 | 新进 | | BARCLAYS BANK PLC | 166.15 | 0.10 | 新进 | | 较上个报告期退出前十大股东有 | | | | | 金斌 | 2641.67 | 1.66 | 退出 ...

石家庄常山北明科技股份有限公司 独立董事 2024 年度述职报告 杨峻 我作为石家庄常山北明科技股份有限公司（以下简称"公司"）的独立董事， 根据《公司法》《上市公司独立董事管理办法》等相关法律法规和《公司章程》 《独立董事工作制度》的规定和要求，本人在 2024 年度工作中，履行了独立董 事勤勉尽责的义务，积极出席相关会议，认真审议董事会的相关议案并发表了独 立意见，切实维护了公司和股东尤其是中小股东的利益。现就 2024 年度履职情 况作如下报告： 一、基本情况 杨峻先生，1960 年 10 月出生，中共党员，大学本科学历。曾任国家纺织工 业部工程师、副处长，中国华源集团贸易部总经理、总裁助理，中纺联合进出口 有限公司总经理、董事长，中国服装股份有限公司总经理、副董事长，中国纺织 工业联合会副秘书长，中国纺织工业企业管理协会秘书长、常务副会长，兼任中 国企业联合会常务理事。现任中国纺织工业企业管理协会顾问、本公司独立董事。 任期内在专门委员会任职情况：第八届董事会提名委员会委员、第八届董事 会审计委员会委员、第八届董事会薪酬与考核委员会主任委员、第八届董事会战 略委员会委员。 本人作为公司独立董事，任职符 ...