Group 1 - The China Securities Financial Technology Theme Index (930986) decreased by 0.46% as of May 16, 2025, with mixed performance among constituent stocks [3] - Leading gainers included Geling Deep Vision (688207) up 4.05%, Yinxin Technology (300231) up 1.60%, and Kela Software (300663) up 1.44%, while leading decliners were Lakala (300773) down 2.38%, Cuiwei Co. (603123) down 2.25%, and Tax Friend Co. (603171) down 2.18% [3] - The Financial Technology ETF (516860) fell by 0.58%, with the latest price at 1.2 yuan and a trading volume of 38.16 million yuan [3] Group 2 - The recent US-China trade talks in Geneva resulted in a significant reduction in tariffs, which is expected to alleviate sentiment pressure on the computer sector, highlighting potential investment opportunities [3] - Companies within the AI industry chain and financial technology sectors are anticipated to have substantial growth potential following the easing of tariff tensions [3] Group 3 - The Financial Technology ETF has reached a new high of 753 million shares, with a net inflow of 21.87 million yuan recently [4] - Over the past five trading days, there were net inflows on four days, totaling 36.30 million yuan, with an average daily net inflow of 7.26 million yuan [4] - The ETF's financing buy-in amount reached 9.61 million yuan, with a financing balance of 42.83 million yuan [4] Group 4 - As of May 15, 2025, the Financial Technology ETF has achieved a 64.04% increase in net value over the past year, ranking first among comparable funds [4] - The ETF has a historical maximum monthly return of 55.92% and an average monthly return of 10.57%, with a 66.67% annual profit percentage [4] - The probability of profit over a three-year holding period is 96.71% [4] Group 5 - The Financial Technology ETF has a Sharpe ratio of 1.21 for the past year, indicating strong risk-adjusted returns [5] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are among the lowest in comparable funds [6] - The tracking error for the ETF over the past two years is 0.046%, the highest tracking precision among comparable funds [6] Group 6 - As of April 30, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 53.28% of the index [6] - The top stocks include Tonghuashun (300033) at 9.50%, Dongfang Caifu (300059) at 9.01%, and Hengsheng Electronics (600570) at 7.47% [8]

金十图示：2025年05月15日（周四）中国科技互联网公司市值排名TOP 50一览 | 42 | | 岩山科技 | 45.2 | 1 1 | | --- | --- | --- | --- | --- | | 43 | | 东华软件 | 44.78 | 11 | | 44 | | 中国民航信息网络 | 42.62 | 3 4 | | 45 | | 新大陆 | 42.47 | | | 46 | INESA | 云赛智联 | 41.48 | | | 47 | | 网宿科技 | 38.85 | 1 1 | | 48 | | 金山云 | 37.86 | 2 ↑ | | 49 | | 巨人网络 | 36.9 | | | 50 | | 中科创达 | 35.92 | 2 ↑ | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM @ 金十数据 | 一个交易工具 | 3 | | 阿里巴巴 | 3198.13 | | | --- | --- | --- | --- | --- | | র্ব | | 小米集团-W | 1703.81 | 11 | | 5 | | 拼多多 | 1687.82 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-034 新大陆数字技术股份有限公司 关于召开2024年年度股东大会的提示性公告 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。 新大陆数字技术股份有限公司（以下简称"公司"） 兹定于 2025 年 5 月 20 日 召开公司 2024 年年度股东大会，公司已在《中国证券报》、《证券时报》、《上海 证券报》和巨潮资讯网（www.cninfo.com.cn）上披露了《关于召开 2024 年年度股东 大会的通知》（公告编号：2025-030）。为确保公司股东充分了解本次股东大会有 关信息，根据有关规定，现发布关于召开股东大会提示性公告如下： 一、召开会议的基本情况 1、股东大会届次：2024 年年度股东大会； 2、召集人：公司第九届董事会； 3、会议召开的合法、合规性：本次股东大会的召开符合《中华人民共和国公司 法》、《上市公司股东大会规则》等有关法律、行政法规、部门规章、规范性文件 和《公司章程》的规定； 4、会议召开的日期、时间： （1）现场会议召开时间为：2025 年 5 月 20 日（星期二）下午 ...

Core Viewpoint - Newland is exploring the application of AI in the payment sector through a partnership with Alibaba Cloud, aiming to integrate AI models with public cloud projects and establish standards for AI and payment integration [1][6]. Group 1: Financial Performance - In Q1 2023, Newland achieved a revenue of 1.896 billion yuan, a year-on-year increase of 8.92%, and a net profit attributable to shareholders of 311 million yuan, up 25.16% [2][3]. - The company's net profit for both 2023 and 2024 is projected to exceed 1 billion yuan, with Q1 2023 net profit reaching a historical high for the same period [1][2]. - The comprehensive gross margin and net margin for Q1 were 38.95% and 19.59%, respectively, showing slight increases from the previous year [3]. Group 2: R&D and Innovation - Newland has committed over 600 million yuan annually to R&D from 2019 to 2024, with 2024's investment projected at 664 million yuan, representing 8.58% of revenue [6]. - The company employs 3,804 R&D personnel, accounting for 56.75% of its total workforce, indicating a strong focus on innovation [6]. Group 3: Market Position and Strategy - Newland operates in over 120 countries and regions, positioning itself as a digital service provider with capabilities in smart terminals, big data processing, and data scenario operations [1]. - The company has established itself as a leader in the payment industry, with a total payment service transaction volume exceeding 520 billion yuan in Q1 2023, and a significant increase in the number of QR code payment transactions [2][3]. - Newland aims to be a pioneer in digital construction, focusing on digital payment, intelligent recognition, and the development of new products and services based on AI models [5][6]. Group 4: Shareholder Returns - Newland has a strong track record of returning value to shareholders, with cash dividends of 507 million yuan and 556 million yuan planned for 2023 and 2024, respectively, resulting in dividend payout ratios of 50.47% and 55.08% [3][4].

五一假期，朋友圈里到处都是人山人海的旅游打卡照。看着那些挤在热门景点里汗流浃背的朋友们，我 突然觉得，与其花钱买罪受，不如在家门口寻找一些不一样的乐趣。于是，这个五一，我决定带着家人 在浦东来一场"深度游"——不花钱、不排队、还能体验到最地道的上海烟火气。 第一天的探索：公园与老街的慢时光 上午的高桥公园：都市里的静谧角落 清晨的高桥公园，阳光透过树叶在地上投下斑驳的光影。这里没有外滩的人潮汹涌，也没有迪士尼的喧 嚣热闹，有的只是三三两两晨练的老人和嬉戏的孩童。公园里的杜鹃花正值盛花期，粉的、红的、白 的，在阳光下格外鲜艳。孩子追着鸽子跑，我坐在长椅上看书，偶尔抬头看看蓝天白云，这样的慢生 活，才是假期该有的样子。 假期的第二天，我们决定睡到自然醒。说来奇怪，平时辅导作业总是火冒三丈，假期里反而多了几分耐 心。和孩子一起解数学题，讨论作文构思，中途点个肯德基全家桶外卖——节假日去店里排队简直是自 找罪受，省下的时间足够我们慢慢享受亲子时光了。 下午的钓龙虾历险记：过程比结果更重要 孩子一直嚷嚷着要钓龙虾，我们准备了网兜、猪肝和绳子，兴冲冲地来到小区后面的小河沟。结果蹲了 一个多小时，连龙虾的影子都没见着。不过 ...

Group 1 - Shengyi Electronics plans to repurchase shares with a total amount between 50 million and 100 million yuan, at a price not exceeding 43.02 yuan per share, for employee stock ownership plans [1] - Guoyao Modern's subsidiary has passed the consistency evaluation for the quality and efficacy of a generic drug, which is used for treating severe infections [1] - Tianhe Magnetic Materials' subsidiaries have obtained project filing notices for high-performance rare earth permanent magnet projects, with total investments of 100 million yuan and 50 million yuan respectively [1][2] Group 2 - Dream Lily intends to repurchase shares with an amount between 85 million and 170 million yuan, at a price not exceeding 10.90 yuan per share, supported by a loan commitment of up to 150 million yuan [3] - Weifu High-Tech has received a loan commitment of up to 135 million yuan from a financial institution for share repurchase [3] Group 3 - Lu'an Environmental Energy reported a coal sales volume of 4.51 million tons in April, a year-on-year increase of 17.75% [5] - *ST Tianshan reported a significant decline in livestock sales and revenue, with a revenue of 70,500 yuan in April, down 95.68% year-on-year [7] Group 4 - Feirongda announced a cash dividend of 0.38 yuan per 10 shares, with a total distribution of 21.9 million yuan [8] - Zhejiang Rongtai's shareholders and executives plan to reduce their holdings by up to 1.93% of the company's shares [9] Group 5 - Changhua Group's subsidiary won the land use rights for an industrial site in Ningbo for 27.05 million yuan, intended for manufacturing and related business [11] - Zejing Pharmaceutical's new drug application for a treatment for severe alopecia has been accepted by the regulatory authority [13][14] Group 6 - Hainan Mining plans to distribute a cash dividend of 0.8 yuan per 10 shares, totaling 1.59 billion yuan [15] - China Jushi plans to distribute a cash dividend of 0.24 yuan per share, totaling 9.61 billion yuan [16] Group 7 - Zhengzhong Design's subsidiary has obtained a utility model patent for an acrylic signage guide [18] - Rundu Co., Ltd. received approval for a veterinary drug product, which is intended for treating bacterial diseases in livestock [20] Group 8 - Emei Mountain A announced the resignation of its general manager due to work reasons [22] - Tonghua Dongbao's insulin injection has received a registration certificate in Nicaragua, allowing for sales in that market [23] Group 9 - Dizu Fashion's subsidiary has completed the registration of a private equity investment fund [24] - Ningbo Gaofa plans to increase capital by 60 million yuan in its subsidiary for operational needs [26] Group 10 - Haichuan Intelligent has obtained two utility model patents for material handling devices [27] - Newland's subsidiary signed a deep cooperation agreement with Alibaba Cloud for AI model applications [29] Group 11 - Rui Neng Technology's controlling shareholder plans to reduce its stake by up to 2.89% [30] - Guomai Culture intends to repurchase shares between 50 million and 100 million yuan for capital reduction [31] Group 12 - Shaanxi Construction won major construction projects totaling 7.88 billion yuan in April [32] - Hanyu Pharmaceutical signed a joint development agreement for a new peptide drug with a partner [34] Group 13 - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a stock suspension [35] - Haizheng Pharmaceutical plans to repurchase shares between 50 million and 100 million yuan for employee stock ownership [36] Group 14 - Tianqiao Hoisting's controlling shareholder plans to increase its stake by 75 million to 150 million yuan [37] - Tiandi Online's controlling shareholder is transferring shares to introduce a strategic investor [38] Group 15 - Hongchang Technology plans to invest 15 million yuan in a joint venture with a partner [39] - Rabbit Baby's subsidiary is preparing for an IPO in Hong Kong [41] Group 16 - Wol Nuclear Materials is planning to issue H-shares for listing in Hong Kong [42] - Tangyuan Electric plans to raise up to 864 million yuan through a private placement for various projects [43] Group 17 - Tongrun Equipment's major shareholders plan to reduce their holdings by up to 2% [44] - Linzhou Heavy Machinery plans to raise up to 600 million yuan through a private placement [46] Group 18 - China Merchants Securities announced the resignation of its vice president [47] - Shangsheng Electronics plans to issue convertible bonds to raise up to 330 million yuan for various projects [48] Group 19 - Longda Co., Ltd.'s major shareholder plans to reduce its stake by up to 1% [49] - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [50] Group 20 - Silek has signed a strategic cooperation agreement with a battery manufacturer [51] - Boyun New Materials' major shareholder plans to reduce its stake by up to 3% [53]

Group 1 - The China Securities Financial Technology Theme Index (930986) decreased by 1.03% as of May 13, 2025, with mixed performance among constituent stocks, led by Lakala with a gain of 5.52% [1] - The Financial Technology ETF Huaxia (516100) fell by 0.93% but has seen a cumulative increase of 5.81% over the past week [1] - AI Agents are identified as a key driver of the software revolution, addressing the limitations of generative AI models and pushing AI technology towards practical and intelligent applications [1] Group 2 - The Financial Technology ETF Huaxia closely tracks the China Securities Financial Technology Theme Index, focusing on high-quality enterprises that integrate finance and technology [2] - The ETF covers multiple high-growth sectors, including internet brokerage, financial IT, mobile payments, AI industry chain, and trusted computing, with its top ten constituent stocks representing 53.28% of the total weight [2] - The top ten stocks include industry leaders such as Tonghuashun, Dongfang Caifu, and Hengsheng Electronics, indicating significant representation in the financial technology sector [2] Group 3 - The performance of the top ten stocks in the Financial Technology ETF shows declines, with notable drops including Ying Shisheng at -3.73% and Xin Dalu at -2.20% [4] - The weight of the top stocks varies, with Tonghuashun holding 9.46% and Dongfang Caifu at 8.94%, reflecting their importance in the index [4] - Overall, the data indicates a challenging environment for key players in the financial technology sector, despite the long-term growth potential [4]

2025.05. 13 【今日推荐】 日内瓦会谈取得实质性进展，中美双方先降税再协商 当地时间5月12日上午9:00，中美双方发布《中美日内瓦经贸会谈联合声明》。对此，商务部新闻发 言人表示，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共计91% 的加征关税，中方相应取消了91%的反制关税；美方暂停实施24%的"对等关税"，中方也相应暂停实 施24%的反制关税。 美国4月关税收入激增 特朗普贸易新政效果显现 美国4月关税收入激增，这有助于抑制预算赤字的进一步扩大。但由于美国总统特朗普寻求与被征收 关税的国家达成贸易协议，未来的关税收入可能会减少。美国财政部的数据显示，4月关税收入为 160亿美元，较去年同期激增90亿美元，增幅达130%。根据汇总的数据，这是至少十年来的单月最 高关税收入纪录。 长和回应港口交易：绝不可能在任何不合法或不合规的情况下进行 长和公告称，原本计划在5月22日股东周年大会上讲述港口交易的情况，但鉴于近日不断有股东及传 媒查询，长江和记实业有限公司特此声明：此交易绝不可能在任何不合法或不合规的情况下进行。有 关条文已于2025年3月4日的公告中说明："交易之完成 ...

Core Viewpoint - The announcement details a framework agreement between the company's subsidiary, Guotong Xingyi, and Alibaba Cloud to collaborate on AI large model and public cloud projects, focusing on applications in the payment industry [1][4]. Group 1: Agreement Overview - The agreement is a framework agreement, with specific cooperation details to be defined in future project agreements, indicating uncertainty in implementation [1][4]. - The agreement was signed recently in Hangzhou between Guotong Xingyi and Alibaba Cloud [2]. - The signing of the agreement does not require board or shareholder approval as it falls under routine business management [3]. Group 2: Cooperation Details - The collaboration aims to integrate resources to advance AI large model applications in marketing and risk control within the payment industry, addressing industry pain points [4]. - Alibaba Cloud will provide high-performance public cloud services to ensure stable operation of Guotong Xingyi's payment systems under high concurrency and big data processing scenarios [4]. - Joint marketing efforts will be made to promote innovative payment solutions based on AI large models and cloud services [4][5]. Group 3: Agreement Duration and Impact - The agreement is effective for one year, with the possibility of renewal through a new written agreement if both parties wish to continue [6]. - The signing of this agreement aligns with the company's digital transformation strategy, enhancing resource integration and advancing its digital business segment [7]. - The collaboration is expected to optimize payment scenarios, improve intelligent risk control systems, and enhance the stability and scalability of payment systems through technology synergy [7].

Summary of Newland's Conference Call Company Overview - **Company**: Newland - **Industry**: Technology and Financial Solutions Key Points and Arguments Collaboration and Technology Development - Newland collaborates with Zhongke Soft International to adapt open-source HarmonyOS for financial scenarios, including POS machines and other financial terminal products [2][3] - The company has completed the adaptation of its self-developed decoding chip with the open-source HarmonyOS, achieving domestic substitution [2][3] - Newland's industrial-grade code readers have passed compatibility tests with HarmonyOS, ensuring comprehensive adaptation from chip to device [2][3] - A partnership with Huawei has been established to develop autonomous industrial solutions based on HarmonyOS [2][3] Network Identity and Certification - Newland is the only supplier authorized by the Ministry of Public Security to develop decryption card chips and algorithms, providing a solid foundation for its network certification number business [2][6][11] - The market for replacing traditional ID recognition devices with network certification devices is estimated to be between 400 billion to 800 billion RMB, with Newland expected to capture 20%-30% market share [2][10][13] Financial Performance and Future Expectations - Newland's profit for 2025 is projected to be between 1.3 billion to 1.4 billion RMB, with a year-on-year profit growth exceeding 25% in Q1 [4][5][14] - The company is expanding into emerging markets in Europe and the US, transitioning its sales model from agency to direct sales, with significant revenue expected from cross-border payments and overseas acquiring in the second half of the year [4][14] - Newland's market capitalization is approximately 32 billion RMB, with a price-to-earnings ratio of over 20 times, indicating potential for future surprises [5][7] AI and Innovation - Newland has launched AI products and formed a deep partnership with Alibaba Cloud to apply AI models in the payment industry, enhancing merchant marketing and quality control [4][15] - The company is leveraging AI to empower merchants significantly, showcasing its catalytic role in the AI sector [15] Market Dynamics and Strategic Positioning - The network identity certification market is projected to require 1.5 billion to 2 billion devices, with a total market size of approximately 400 billion to 800 billion RMB, and software market potential exceeding 1 trillion RMB [10][13] - Newland's unique position as the only authorized supplier for decryption chips and its extensive partnerships position it favorably in the market [11][12] Valuation and Growth Potential - Newland's future valuation is optimistic, with potential profits of 4 billion to 6 billion RMB based on a 20% net profit margin, and a market capitalization growth potential based on a price-to-earnings ratio of 20 to 30 times [13][17] - The company’s stock price is expected to rise significantly due to its low current valuation despite recovering profits [17]