Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline. Nuclear power and controllable nuclear fusion concepts surged, with over ten stocks including China Nuclear Technology and Ha Welding Technology hitting the daily limit. The IP economy concept was also active, with stocks like Yuanwanggu and Jinghua Laser reaching their limits. Conversely, the pharmaceutical sector saw a collective adjustment, with Haichen Pharmaceutical dropping nearly 10%. Overall, more than 3,800 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.03 trillion [1]. Key Highlights Nuclear Fusion - The nuclear fusion sector continued to rise, with stocks like Shangwei Co. and Ha Welding Technology achieving consecutive limit-ups. The catalyst for this surge was an executive order signed by Trump, which mandates the Department of Energy to promote the construction of ten large reactors by 2030 and provide financing support for upgrades to existing reactors. This news led to a collective rise in U.S. nuclear power stocks [4][6]. - The Chinese government has shown strong support for the development of fourth-generation nuclear power technology and small modular reactors, with significant progress reported in domestic projects like the BEST fusion energy experimental device [6]. State-Owned Enterprises and Reform - Stocks related to the Chinese Academy of Sciences and state-owned enterprise reforms performed well, with companies like China Science Communication and Inspur Software hitting their limits. A strategic restructuring announcement between Zhongke Shuguang and Haiguang Information was made, aiming to optimize the industrial layout from chips to software [7][9]. Autonomous Driving - The autonomous driving sector saw significant gains, with companies like Tongda Electric and Yunnai Power reaching their limits. Key industry developments included Tesla's upcoming Robotaxi service launch and Waymo's successful completion of 10 million rides. Additionally, the domestic autonomous driving company, Pony.ai, reported a staggering 395% increase in its stock price over the past month [11][13]. - Analysts predict explosive growth in the low-speed unmanned logistics vehicle market, with potential delivery volumes reaching thousands of units by 2025, driven by cost reductions and policy support [12]. Other Active Sectors - The IP economy, consumer goods, and artificial intelligence sectors showed localized activity, while the chemical, restructuring, and pharmaceutical sectors faced declines [13].

Core Insights - The pharmaceutical sector experienced a significant net outflow of over 1.578 billion yuan, indicating a negative trend in investor sentiment towards this industry [1][2] - In contrast, sectors such as cultural media, transportation, and precious metals saw net inflows, with cultural media leading at 0.557 billion yuan [1][2] Sector Summary - **Net Inflows**: - Cultural Media: 0.557 billion yuan, 3.93% net inflow rate [2] - Transportation: 0.398 billion yuan, 3.41% net inflow rate [2] - Precious Metals: 0.263 billion yuan, 4.34% net inflow rate [2] - Environmental Protection: 0.237 billion yuan, 4.23% net inflow rate [2] - Power Grid Equipment: 0.232 billion yuan, 1.38% net inflow rate [2] - **Net Outflows**: - Pharmaceuticals: -1.578 billion yuan, -3.26% net outflow rate [2] - Transportation Equipment: -1.219 billion yuan, -2.58% net outflow rate [2] - Complete Automobiles: -0.826 billion yuan, -4.66% net outflow rate [2] - Machinery Equipment: -0.825 billion yuan, -1.54% net outflow rate [2] - Chemical Pharmaceuticals: -0.806 billion yuan, -3.80% net outflow rate [2] Stock Performance - **Top Net Inflows**: - Wuhan Fangu: 0.462 billion yuan, 40.88% net inflow rate [3] - Baobian Electric: 0.322 billion yuan, 26.83% net inflow rate [3] - Shanghai Electric: 0.297 billion yuan, 9.03% net inflow rate [3] - Kaimete Gas: 0.295 billion yuan, 30.69% net inflow rate [3] - Zhongke Information: 0.224 billion yuan, 22.30% net inflow rate [3] - **Top Net Outflows**: - Seris: -0.375 billion yuan, -9.49% net outflow rate [4] - Ningde Times: -0.352 billion yuan, -7.57% net outflow rate [4] - Zhongchao Holdings: -0.296 billion yuan, -11.46% net outflow rate [4] - Huibo Yuntong: -0.281 billion yuan, -10.28% net outflow rate [4] - BYD: -0.247 billion yuan, -4.02% net outflow rate [4]

Group 1 - The company is increasing the registered capital of its wholly-owned subsidiary, Kunming Yunnei Power Intelligent Equipment Co., Ltd., from 3 million RMB to 30 million RMB to meet the growing demands of its trade business and enhance its competitive position in the industry [1][2] - The capital increase amounts to 27 million RMB, which will be used for market expansion and to supplement working capital [1] - The capital increase has been approved by the company's board of directors and the necessary business registration changes have been completed [1]

股票简称：云内动力 股票代码：000903 编号：2025—031 号 昆明云内动力股份有限公司 关于全资子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、关于向全资子公司昆明云内动力智能装备有限公司增资的基本情况 昆明云内动力智能装备有限公司（以下简称"智能装备公司"）系昆明云内 动力股份有限公司（以下简称"公司"）的全资子公司，注册资本 300 万元人民 币。随着智能装备公司贸易业务的不断拓展，客户群体日益稳定且持续增加，合 作方对智能装备公司的资本规模和资金实力提出了更高的要求，另一方面，智能 装备公司作为国际贸易型公司，在申请特殊经营资质和国际招投标时对注册资本 金亦有相应的门槛。为满足业务拓展需要，提升行业竞争力，公司以自有资金向 智能装备公司增资 2,700 万元，用于市场拓展及补充流动资金。本次增资完成后， 智能装备公司仍为公司的全资子公司，其注册资本由 300 万元增至 3,000 万元。 本次增资事项已经公司第七届董事会第十次会议审议通过，具体内容详见公 司在《中国证券报》《证券时报》和巨潮资讯网上发布的相关公 ...

Core Viewpoint - The concept of unmanned logistics vehicles is experiencing significant market interest, with expectations for explosive growth in 2025, as indicated by industry experts [1]. Company Performance - Yunnei Power saw a sharp increase, hitting the daily limit up, while Tongda Electric also reached the daily limit up. Other companies such as Zhongyou Technology, Xingwang Yuda, and Dadi Electric experienced notable gains, with Zhongyou Technology rising over 10% [1]. Market Potential - According to estimates from China Merchants Securities, the market space for unmanned delivery vehicles is approximately 468 billion yuan, based on the number of logistics points across the country [1].

Core Viewpoint - The company Kunming Yunnei Power Co., Ltd. has decided to repurchase and cancel a portion of restricted stocks, which will lead to a reduction in its registered capital [1]. Summary by Sections Repurchase and Cancellation Reasons and Share Quantity - The company will repurchase and cancel a total of 14,807,763 shares of restricted stock due to the failure to meet the release conditions for the second unlock period of the 2022 restricted stock incentive plan, as well as the resignation of one incentive object and the death of two others. This represents 0.7595% of the company's current total share capital [2]. Changes in Share Capital and Registered Capital - After the completion of the repurchase and cancellation, the total number of shares will decrease from 1,949,769,173 shares to 1,934,961,410 shares. Correspondingly, the registered capital will change from 1,949,769,173 yuan to 1,934,961,410 yuan. The final changes in share structure will depend on the actual situation after the application is submitted to the Shenzhen branch of China Securities Depository and Clearing Co., Ltd. [3]. Creditor Matters - According to the Company Law and other regulations, creditors can request debt repayment or provide corresponding guarantees within 30 days of receiving the company's notification or within 45 days from the date of this announcement if no notification is received. The specific application period is from May 21, 2025, to July 4, 2025. The application must be submitted to the company's securities affairs office located at 66 Jingjing Road, Economic Development Zone, Kunming, Yunnan Free Trade Pilot Zone [4].

Core Points - The company has approved the repurchase and cancellation of a portion of restricted stock due to unmet conditions for the second release period of the 2022 restricted stock incentive plan [1] - A total of 14,807,763 shares, accounting for 0.7595% of the company's total share capital, will be repurchased and canceled [1] - Following the completion of the repurchase, the total number of shares will change from 1,949,769,173 to a new total, which will be confirmed after the application is processed [2] Debt Creditor Notification - Creditors have 30 days from receiving the notification or 45 days from the announcement date to request debt repayment or provide guarantees [2] - Creditors must submit written requests along with relevant proof of claims to the company [2][3] - Various methods for submitting claims include in-person, mail, email, or fax, with specific documentation required based on the type of creditor [3]

Core Points - The articles outline the articles of association for Kunming Yunnei Power Co., Ltd, emphasizing the legal framework and governance structure of the company [1][2][3] Group 1: Company Overview - Kunming Yunnei Power Co., Ltd is established as a joint-stock company in accordance with the Company Law and Securities Law of the People's Republic of China [1][2] - The company was approved by the Yunnan Provincial Government and registered with the Yunnan Provincial Administration for Industry and Commerce [1][2] - The registered capital of the company is RMB 1,934,961,410 [2] Group 2: Business Objectives and Scope - The company's business objectives include adhering to national policies and regulations, focusing on market orientation, and ensuring high-quality and efficient operations [2][3] - The business scope includes manufacturing special equipment, general equipment manufacturing, mechanical equipment research and development, and various sales and services related to machinery and electronics [3] Group 3: Share Issuance and Management - The company issues shares in the form of stocks, ensuring equal rights for all shareholders [4][5] - The total number of shares issued by the company is 1,934,961,410, all of which are ordinary shares [4][5] - The company can increase its capital through various methods, including public offerings and private placements, as decided by the shareholders' meeting [5][6] Group 4: Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, and participation in company governance, as well as obligations to comply with laws and the company's articles of association [9][10] - The company maintains a shareholder register to document ownership and rights [9][10] - Shareholders holding more than 5% of shares must report any pledges of their shares to the company [12] Group 5: Shareholder Meetings - The company holds annual and extraordinary shareholder meetings to discuss key decisions, including financial reports and capital changes [13][14] - Shareholder meetings can be convened by the board of directors or by shareholders holding a significant percentage of shares [16][17] - Voting at shareholder meetings is conducted through various methods, including on-site and online voting [21][22] Group 6: Decision-Making and Voting Procedures - Ordinary resolutions require a simple majority, while special resolutions require a two-thirds majority of the votes cast [77][79] - The company ensures transparency in voting, especially for matters affecting minority shareholders [30][31] - The articles specify procedures for proposing and discussing agenda items at shareholder meetings [51][52]

昆明云内动力股份有限公司 公司章程 二〇二五年五月 经公司 2024 年年度股东大会审议通过 | 第一章 | 总则 | 2 | | --- | --- | --- | | 第二章 | 经营宗旨和范围 | 2 | | 第三章 | 股份 | 3 | | 第四章 | 股东和股东大会 | 5 | | 第五章 | 董事会 | 13 | | 第六章 | 总经理及其他高级管理人员 | 18 | | 第七章 | 监事会 | 19 | | 第八章 | 党建工作 | 21 | | 第九章 | 财务会计制度、利润分配和审计 | 22 | | 第十章 | 通知和公告 | 25 | | 第十一章 | 合并、分立、增资、减资、解散和清算 | 26 | | 第十二章 | 修改章程 | 27 | | 第十三章 | 附则 | 28 | 昆明云内动力股份有限公司章程 第一条 为维护公司、股东和债权人的合法权益，规范公司的组织和行为，充分发挥中国共 产党公司委员会（以下简称"公司党委"）的政治核心作用，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》）、《中国共产党章程》（以 下简称《党章》）和其 ...

股票简称：云内动力 股票代码：000903 编号：2025—030 号 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 昆明云内动力股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开 第七届董事会第十次会议和第七届监事会第七次会议，审议通过了《关于 2022 年限制性股票激励计划首次授予部分第二个解除限售期解除限售条件未成就暨 回购注销部分限制性股票的议案》。 鉴于公司 2022 年限制性股票激励计划首次授予部分第二个解除限售期 （2024 年）解除限售条件未成就及 1 名激励对象辞职和 2 名激励对象身故，根 据公司《2022 年限制性股票激励计划（草案）》及相关法律法规的规定，其合计 持有的 14,807,763 股不符合解除限售条件的限制性股票应由公司回购注销，回 购注销股份占公司当前股本总额的 0.7595%。具体内容详见公司于 2025 年 4 月 30 日刊登于巨潮资讯网（www.cninfo.com.cn）上的《关于 2022 年限制性股票 激励计划首次授予部分第二个解除限售期解除限售条件未成就暨回购注销部分 限制性股票的公告 ...