证券代码：000997 证券简称：新大陆 公告编号：2025-032 新大陆数字技术股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告中的虚假记载、 误导性陈述或重大遗漏承担责任。 1、公司未在下列期间内回购公司股票： （1）自可能对本公司股票交易价格产生重大影响的重大事项发生之日或者 在决策过程中，至依法披露之日内； （2）中国证监会及深圳证券交易所规定的其他情形。 2、公司以集中竞价交易方式回购股份符合下列要求： 一、回购方案的主要内容 新大陆数字技术股份有限公司（以下简称"公司"）分别于 2024 年 10 月 25 日、2024 年 12 月 3 日召开了第九届董事会第三次会议、2024 年第一次临时股东 大会，审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》。公司 使用自有或自筹资金以集中竞价交易方式回购公司已在境内发行上市人民币普 通股（A 股）股票，回购资金总额不低于人民币 3.50 亿元（含），不超过人民币 7.00 亿元（含），回购股份价格不超过人民币 37.00 元/股（含），具体回购资金 总额以回购期满时实际回购股份使用的资 ...

Summary of Key Points from the Conference Call Records Industry Overview - The computer industry experienced a revenue growth of 16.14% year-on-year in Q1 2025, with net profit attributable to shareholders increasing significantly by 608.38% [1][5][6] - The industry shows signs of improvement, with both overall and median methods indicating a turning point in performance [1][5] Core Insights and Arguments - Hardware performance outperformed software, and companies with B/C-end business models performed better than those focused on G-end [1][6] - Companies with overseas business showed better performance, particularly in sectors like computing power, securities IT, and automotive electronics [1][6] - Kingsoft Office is highlighted as a key investment opportunity due to its strong performance in the信创 (Xinchuang) business, leading AI applications, and solid growth fundamentals [1][9] - The SaaS sector has seen many companies reach bottom valuations after adjustments, benefiting from AI model developments, with strong commercial models and solid data/user bases [1][11][12] Specific Company Highlights - **Kingsoft Office**: Current stock price is low with potential for recovery; aims for over 100 million AI users this year, with a high valuation ceiling [1][9][10] - **Newland**: Despite a negative absolute return of -10.24% in April, it has shown resilience with a historical absolute return of 446.36% since 2020 [2] - **Unisplendour**: Benefiting from AI computing power and acquisition of Xinhua San, with a Q1 revenue growth of 22.25% [4][33] - **Han's Laser**: Reported a 1.27% revenue growth in Q1, with a nearly 30% increase in net profit [14][16] - **Tax Friend**: Significant recovery in profits with effective cost control and a focus on AI product matrix [15][16] Investment Opportunities - The AI application sector is a focal point for investment in May 2025, particularly in agent product series and related industries [1][13] - Companies like Han's Information, Newland, and Tax Friend are recommended due to their strong performance and growth potential [1][14][15] - The financial technology sector is also highlighted, with a focus on potential policy changes that could improve market liquidity [27][31] Market Trends and Predictions - The month of May typically shows better performance for the computer industry compared to April, with historical data indicating a higher probability of positive returns [7][8] - The信创 (Xinchuang) industry is expected to benefit from international dynamics and policy support, accelerating the localization of foundational software products [4][22][24] - The computing power leasing industry is on an upward trend, with companies like Xuechuang Hongjing showing significant revenue growth [26] Additional Insights - The impact of recent AI model developments, including OpenAI's advancements, is expected to enhance the competitive landscape [17][18] - The eCall system in the automotive sector is becoming increasingly important, with significant market growth anticipated by 2027 [19][20] - Companies like Huizhan and Hongquan are positioned for growth in the eCall sector, with strong performance in Q1 2025 [21] This summary encapsulates the key points from the conference call records, providing a comprehensive overview of the computer industry, specific company performances, and investment opportunities.

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of May 2, 2025, highlighting significant players in the industry [1]. Group 1: Top Companies by Market Capitalization - Alibaba ranks first with a market capitalization of $287.81 billion [3]. - Xiaomi Group follows in second place with a market capitalization of $174.25 billion [3]. - Pinduoduo is in third place with a market capitalization of $150.44 billion [3]. - Meituan ranks fourth with a market capitalization of $103.72 billion [3]. - NetEase holds the fifth position with a market capitalization of $67.61 billion [3]. Group 2: Additional Notable Companies - Semiconductor Manufacturing International Corporation (SMIC) ranks eighth with a market capitalization of $48.79 billion [4]. - JD.com is in ninth place with a market capitalization of $47.74 billion [4]. - Baidu ranks eleventh with a market capitalization of $30.22 billion [4]. - Kuaishou is in twelfth place with a market capitalization of $29.56 billion [4]. - Li Auto ranks thirteenth with a market capitalization of $26.28 billion [4]. Group 3: Companies with Lower Market Capitalization - Xpeng Motors ranks seventeenth with a market capitalization of $17.77 billion [5]. - NIO is in twenty-second place with a market capitalization of $8.90 billion [5]. - Bilibili ranks twenty-fourth with a market capitalization of $7.34 billion [5]. - Kingsoft has a market capitalization of $6.98 billion, ranking twenty-fifth [5]. - 37 Interactive Entertainment ranks forty-second with a market capitalization of $4.62 billion [6].

Group 1 - The report presents the "Shenwan Hongyuan Top Ten Gold Stocks" as a monthly updated selection reflecting market trends and research capabilities, aiming to provide solid research support for investors [1][12] - The previous gold stock combination experienced a decline of 4.02% from April 1 to April 30, 2025, with the A-share average dropping by 3.56%, underperforming the Shanghai Composite Index and the CSI 300 Index by 1.86 and 0.56 percentage points respectively [7][16] - Since the first release on March 28, 2017, the gold stock combination has cumulatively increased by 251.26%, with the A-share combination rising by 194.10%, outperforming the Shanghai Composite Index and the CSI 300 Index by 193.73 and 185.68 percentage points respectively [7] Group 2 - The strategy judgment for the second quarter maintains a view of a fluctuating market, with recent political meetings emphasizing support for foreign trade, which is expected to stabilize market expectations [15] - The report recommends focusing on AI computing and applications, highlighting the importance of high dividend yields, and suggests a bottom-up selection of stocks with improving supply-demand dynamics [15] - The top three recommended stocks, referred to as the "Iron Triangle," are Newland, Chipbond, and Feilihua, each with specific growth drivers and market positioning [18][19] Group 3 - The current gold stock combination includes Newland, Chipbond, Feilihua, Sheneng Co., Junxin Co., Conch Cement, Binjiang Group, China Merchants Energy, Alibaba-W (Hong Kong), and CSPC Pharmaceutical (Hong Kong) [18] - Newland is focusing on localizing hardware in overseas markets, particularly in Latin America and Europe, while leveraging AI applications for customer operations [21] - Chipbond is advancing in the semiconductor field with strong demand for high-end equipment driven by AI computing, and Feilihua is positioned well in the military quartz fiber market with significant growth potential in semiconductor products [21][19]

Investment Rating - The report assigns a "Buy" rating for the company, indicating that the stock price is expected to outperform the benchmark by more than 15% [8]. Core Views - The company reported a revenue of 7.745 billion RMB in 2025, a year-on-year decrease of 6.11%, while the net profit attributable to shareholders was 1.010 billion RMB, a slight increase of 0.59% [1]. - The first quarter of 2025 showed significant improvement, with a revenue of 1.896 billion RMB, representing a year-on-year growth of 8.92%, and a net profit of 311 million RMB, up 25.16% year-on-year [1]. - The company is strategically positioned to benefit from the internationalization of the RMB and the complexities of global trade, with a focus on comprehensive payment solutions [1]. - The overseas performance in 2024 was strong, with international revenue reaching 2.674 billion RMB, a year-on-year increase of 18.7%, accounting for 34.52% of total revenue [1]. - The company is actively integrating AI technologies into its products, enhancing capabilities in payment solutions and machine vision [1]. Financial Summary - The company’s total revenue is projected to grow from 8.250 billion RMB in 2023 to 10.431 billion RMB by 2027, with a compound annual growth rate (CAGR) of approximately 10.8% [2]. - The net profit attributable to shareholders is expected to increase from 1.004 billion RMB in 2023 to 1.671 billion RMB in 2027, reflecting a CAGR of 15.7% [2]. - The earnings per share (EPS) are forecasted to rise from 0.97 RMB in 2023 to 1.62 RMB in 2027, with corresponding price-to-earnings (P/E) ratios decreasing from 27.47 to 16.50 [2][3].

Investment Rating - The report assigns a "Buy" rating for the company, indicating that the stock price is expected to outperform the benchmark by more than 15% [8]. Core Views - The company reported a revenue of 7.745 billion RMB in 2025, a year-on-year decrease of 6.11%, while the net profit attributable to shareholders was 1.010 billion RMB, a slight increase of 0.59% [1]. - The first quarter of 2025 showed significant improvement, with a revenue of 1.896 billion RMB, representing a year-on-year growth of 8.92%, and a net profit of 311 million RMB, up 25.16% year-on-year [1]. - The company is strategically positioned to benefit from the internationalization of the RMB and the complexities of global trade, with a focus on comprehensive payment solutions [1]. - The overseas performance in 2024 was strong, with international revenue reaching 2.674 billion RMB, a year-on-year increase of 18.7%, accounting for 34.52% of total revenue [1]. - The company is leveraging AI technology in its payment solutions, enhancing its product offerings and operational efficiency [1]. Financial Summary - The total revenue for 2023 was 8.250 billion RMB, with a projected increase to 8.500 billion RMB in 2025, reflecting a growth rate of 9.7% [2]. - The net profit attributable to shareholders is expected to grow from 1.010 billion RMB in 2024 to 1.227 billion RMB in 2025, marking a year-on-year increase of 21.5% [2]. - The gross margin is projected to improve from 36.5% in 2024 to 37.2% in 2025 [2]. - The earnings per share (EPS) are forecasted to rise from 0.98 RMB in 2024 to 1.19 RMB in 2025, with corresponding price-to-earnings (P/E) ratios of 27.31 and 22.47 respectively [2].

Group 1: Financial Technology ETF Performance - The China Securities Financial Technology Theme Index (930986) rose by 1.73% as of April 30, 2025, with constituent stocks such as Lingzhi Software (688588) increasing by 12.45% and New Zhiyuan Software (688590) by 10.12% [3] - The Financial Technology ETF (516860) increased by 1.65%, with a latest price of 1.17 yuan, and has accumulated a 45.26% increase over the past year, ranking in the top third among comparable funds [3] - The Financial Technology ETF saw a significant increase in scale, growing by 2,329.87 million yuan over the past week, placing it in the top third among comparable funds [4] Group 2: Fund Inflows and Share Growth - The Financial Technology ETF experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 3,516.82 million yuan, totaling 5,831.57 million yuan, averaging 1,457.89 million yuan in daily net inflow [6] - The ETF's share count increased by 600.00 million shares over the past two weeks, also ranking in the top third among comparable funds [5] Group 3: Historical Performance and Metrics - As of April 29, 2025, the Financial Technology ETF's net value increased by 44.97% over the past year, ranking first among comparable funds, with a historical maximum monthly return of 55.92% and an average monthly return of 10.57% [6] - The ETF's Sharpe ratio for the past year is 1.40, indicating strong risk-adjusted returns [7] - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are the lowest among comparable funds [8] Group 4: Index Composition - As of March 31, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 54.32% of the index, with stocks like Tonghuashun (300033) and Dongfang Caifu (300059) being the top contributors [8][10]

Core Viewpoint - Newland Digital Technology Co., Ltd. has announced the decision to hold its 2024 Annual General Meeting on May 20, 2025, following the eighth meeting of the ninth board of directors held on April 28, 2025 [2][5]. Group 1: Board Meeting and Decisions - The ninth board of directors' eighth meeting was held on April 28, 2025, with all five directors present, including two independent directors [1]. - The board unanimously approved the proposal to convene the 2024 Annual General Meeting, with a voting result of 5 in favor, 0 against, and 0 abstentions [2]. Group 2: Annual General Meeting Details - The 2024 Annual General Meeting is scheduled for May 20, 2025, at 14:30, and will be conducted in a hybrid format combining in-person and online voting [5][8]. - The record date for shareholders to attend the meeting is May 13, 2025 [9]. - Shareholders can participate in the meeting either in person or through online voting via the Shenzhen Stock Exchange systems [8][20]. Group 3: Investor Interaction - Newland Digital Technology Co., Ltd. will participate in the 2025 Fujian Listed Companies Investor Online Reception Day on May 14, 2025, to enhance communication with investors [4][5]. - Key executives, including the chairwoman and independent directors, will engage with investors regarding the company's 2024 performance and strategic direction [4].

证券代码：000997 证券简称：新大陆 公告编号：2025-031 新大陆数字技术股份有限公司 关于参加 2025 年福建辖区上市公司投资者网上集体接待日活动 2025 年 4 月 29 日 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。 为进一步加强与投资者的互动交流，新大陆数字技术股份有限公司（以下简 称"公司"）将参加由福建证监局指导，福建省上市公司协会主办与深圳市全景 网络有限公司联合举办的"2025 年福建辖区上市公司投资者网上集体接待日活 动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP，参与本 次互动交流，活动时间为 2025 年 5 月 14 日（周三）15:30-17:00。 届时公司董事长王晶女士、独立董事程代强先生、独立董事许永东先生、副 总经理兼财务总监徐志凌先生、董事会秘书徐芳宁女士将在线就公司 2024 年度 业绩、公司治理、发展战略、经营状况等投资者关心的问题，与投资者进行沟通 与交流，欢迎广大 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-030 新大陆数字技术股份有限公司 关于召开2024年年度股东大会的通知 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"）于 2025 年 4 月 28 日召开 了第九届董事会第八次会议，会议决定于 2025 年 5 月 20 日召开公司 2024 年年度 股东大会。现将本次会议的相关事项通知如下： 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 14:30。 （2）网络投票时间为：2025 年 5 月 20 日。其中： ① 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 20 日的交易时间，即 9:15-9:2 ...