Major Events - Newland has established a subsidiary in the US and obtained an MSB license to enhance its global payment business and facilitate cross-border payment operations [3] - Zhejiang Liming's actual controllers have committed not to reduce their shareholdings within one year [4] - Tengya Precision has announced a three-month commitment from its major shareholders not to reduce their holdings [6] - *ST Yuancheng is under investigation by the CSRC for suspected false financial disclosures [7] - Anglikang has only one innovative drug project currently under development, which is in the I phase of clinical trials [8] - Yongmaotai plans to invest approximately 450 million yuan to build an intelligent manufacturing base for auto parts in Mexico [9] - Fengfan Co. intends to acquire 100% equity of eight photovoltaic power station project companies for 48 million yuan [10] - Hangzhou High-tech is changing its controlling shareholder to Jirong Weiye and will resume trading on July 2 [11][12] - Zhongke Environmental Protection is acquiring 100% equity of two environmental companies for a total of 354 million yuan [13] - Yian Technology plans to increase its investment in its subsidiary Yihang Metal by 120 million yuan [14] - *ST Aowei has reported asset losses due to mismanagement by a processing partner [15] - XWANDA intends to issue H-shares and list on the Hong Kong Stock Exchange [16] - Baichuan Co.'s actual controller and chairman is under investigation [17] - Suzhou Planning is planning to acquire control of Dongjin Aviation Technology and will suspend trading [19] - Aerospace Changfeng plans to transfer 55.45% equity of a subsidiary through public listing [20] Performance Overview - Xinhecheng expects a net profit increase of 50%-70% for the first half of 2025, estimating between 3.3 billion to 3.75 billion yuan [21] - Shida Shenghua anticipates a net loss of 52 million to 60 million yuan for the first half of 2025 [22] - Kids' King expects a net profit increase of 50%-100% for the first half of 2025, estimating between 120 million to 160 million yuan [23] - SAIC Group reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [24] - BAIC Blue Valley's subsidiary reported a 139.73% increase in sales for the first half of 2025 [25] - Seris reported a 4.44% year-on-year increase in electric vehicle sales for June [26] - Great Wall Motors reported a 1.81% increase in total vehicle sales for the first half of 2025 [27] Major Contracts - Guoxin Technology has won a 46 million yuan project for automotive electronic chips [28] - Ankao Zhidian has signed two contracts for wind power transmission projects totaling 79.69 million yuan [29] Shareholding Changes - Wuxi Zhenhua's shareholder plans to reduce its stake by up to 1% [30] - Longxun Co. shareholders plan to reduce their holdings by up to 2% [31] - FJ Environmental's major shareholder plans to reduce its stake by up to 3% [32] - Yuexiu Capital's subsidiary plans to increase its stake in Yuexiu Real Estate [33] Financing Activities - Haoyuan Pharmaceutical plans to increase its subsidiary's capital by 400 million yuan through debt-to-equity conversion [34] - Hainan Huatie plans to issue bonds not exceeding 2 billion yuan to optimize its financing structure [35]

Suspension and Resumption of Trading - Hangzhou Gaoxin's controlling shareholder has changed to Jirong Weiye, and the stock has resumed trading [1] - Shangwei New Materials is planning a significant matter that may lead to a change in company control, resulting in stock suspension [1] Mergers and Acquisitions - Fengfan Co., Ltd. plans to acquire 100% equity of eight photovoltaic power station project companies in Yangzhou for 48 million yuan [2] Investment Cooperation and Operational Status - Newland has established an overseas subsidiary and obtained a US MSB license, covering digital currency trading and other scenarios [3] - Guoxin Technology has won a bid for an automotive airbag ignition driver chip project, with a total price of 46 million yuan [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan to construct an integrated high-performance paper-based new material project for bamboo pulp paper [5] - Moulding Technology has been designated for an exterior parts project by a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan [6] - Changchun Gaoxin intends to authorize the management to initiate overseas share issuance and list on the Hong Kong Stock Exchange [7] - Seres sold 46,086 new energy vehicles in June, a year-on-year increase of 4.44%, with cumulative sales from January to June at 172,100 units, a year-on-year decrease of 14.35% [7] - BYD sold 382,600 new energy vehicles in June, compared to 341,700 units in the same period last year; cumulative sales from January to June reached 2.146 million units, a year-on-year increase of 33.04% [7] - Great Wall Motors sold 110,700 units in June, a year-on-year increase of 12.86% [8] Performance Changes - Kidswant expects a net profit of 120 million to 160 million yuan in the first half of 2025, a year-on-year increase of 50.00% to 100.00% [9] - Guomai Technology anticipates a net profit of 125 million to 156 million yuan for the first half of the year, a year-on-year increase of 60.52% to 100.33% [10] - New Hecheng expects a net profit of 3.3 billion to 3.75 billion yuan in the first half of 2025, a year-on-year increase of 50% to 70%, driven by increased sales volume and prices of key products in the nutrition segment [10]

Group 1: Company Announcements - Newland has established a foreign subsidiary, NovaPay US Inc., and obtained a US MSB license to enhance its global payment business and facilitate cross-border payment operations [3] - Zhejiang Liming's actual controllers have committed not to reduce their shareholdings in the company for one year starting from July 2, 2025 [4] - Tengya Precision has announced that its controlling shareholder and actual controller will not reduce their shareholdings for three months from July 1, 2025, to September 30, 2025 [5] - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false financial disclosures, which may lead to significant legal consequences [6] - Anglikon has only one innovative drug project currently under research, which is in the I phase of clinical trials [7] - Yongmaotai plans to invest approximately 450 million yuan to build an intelligent manufacturing base for automotive parts in Mexico [8] - Fengfan Co. intends to acquire 100% equity of eight photovoltaic power station project companies for 48 million yuan to streamline its business structure [9] Group 2: Performance Forecasts - Xinhengcheng expects a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year increase of 50% to 70% [11][12] - SAIC Motor reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [13] - BAIC Blue Valley's subsidiary saw a 139.73% year-on-year increase in sales for the first half of 2025 [14] - Kids King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, reflecting a year-on-year growth of 50% to 100% [15] Group 3: Major Contracts - Guoxin Technology has won a bid for an automotive electronic chip project worth 46 million yuan [17] - Ankao Smart Electric has signed two contracts for wind power transmission projects, totaling approximately 79.69 million yuan, which accounts for 7.34% of the company's projected revenue for 2024 [18] Group 4: Shareholding Changes - Wuxi Zhenhua's shareholder, Wuxi Kangsheng, plans to reduce its stake by up to 1%, equivalent to no more than 2.5 million shares [20]

新大陆数字技术股份有限公司 关于设立境外子公司并取得美国 MSB 牌照的公告 证券代码：000997 证券简称：新大陆 公告编号：2025-044 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、设立子公司并取得海外牌照概述 为加快支付全产业链的全球化布局，推进跨境支付业务的拓展，新大陆数字 技术股份有限公司（以下简称"公司"）控股子公司上海杉昊智能科技发展有限 公司的全资子公司香港星驿支付有限公司以自有资金出资 1 美元设立 NovaPay US Inc.（以下简称"NovaPay"）。根据《深圳证券交易所股票上市规则》、《上市 公司重大资产重组管理办法》的相关规定和《新大陆数字技术股份有限公司章程》 等相关规定，本次设立子公司事项无需提交公司董事会和股东大会审议。本次对 外投资不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重 大资产重组。 近日，公司获悉 NovaPay 已设立完成，取得公司注册证明书，并经美国 FinCEN 批准授予 MSB 牌照，现将注册登记及牌照获批情况披露如下： 二、设立子公司的基本情况 三、海外牌照的基本情况 ...

Core Viewpoint - The establishment of NovaPay US Inc. by Hong Kong Xingyi Payment Co., Ltd. aims to enhance the global layout of cross-border business and improve compliance capabilities in international markets [1] Group 1: Company Actions - The company’s wholly-owned subsidiary, Hong Kong Xingyi Payment Co., Ltd., has set up NovaPay US Inc. with a registered capital of 1 USD [1] - NovaPay US Inc. has obtained the MSB license granted by the US FinCEN, allowing it to engage in currency exchange and international remittance services [1] Group 2: Strategic Intent - The establishment of the subsidiary and the acquisition of the license are aligned with the company's overall strategic planning and long-term development needs [1] - The move is intended to integrate domestic and international resources and advantages [1]

Investment Rating - The report maintains a positive outlook on the AI industry and recommends an "Outperform" rating for key stocks in the computer sector, including Huada Jiutian, Dameng Data, Kingsoft Office, Newland, Tongxingbao, Saiyi Information, and Hehe Information [4][8]. Core Insights - The development of AI foundation models is progressing positively, with decreasing costs, which is expected to accelerate the adoption of AI applications across various industries [3][8]. - OpenAI's o3-pro model has been launched, showcasing superior performance and an 80% price reduction compared to its predecessor, which is anticipated to further promote AI adoption [9]. - The Doubao 1.6 model has introduced an innovative pricing structure based on input length, significantly reducing costs and enhancing its market competitiveness [10]. - Ant International plans to apply for a stablecoin license in Hong Kong, indicating a positive outlook for the stablecoin market, which may experience rapid growth with the support of major players [11]. Summary by Sections AI Model Developments - OpenAI's o3-pro model outperformed Google's Gemini 2.5 Pro and Anthropic's Claude 4 Opus in key benchmarks, with a significant price reduction that enhances its accessibility [9]. - Doubao's daily token usage surged to over 16.4 trillion, a 137-fold increase, with the new model's pricing structure reducing costs by 63% compared to previous models [10]. Market Outlook - The report emphasizes the ongoing positive cycle in AI model development, with both performance improvements and cost reductions driving the industry's growth [3][8]. - The anticipated regulatory changes in Hong Kong regarding stablecoins are expected to foster a more robust market environment, supported by major financial entities [11].

Group 1 - Financial technology sector continues to strengthen, with New Guodu surging over 12% and other stocks like Zhao Ri Technology and Zhinancun also seeing significant gains [1] - The Financial Technology ETF (159851) rose by 1.61%, achieving a trading volume exceeding 400 million yuan [1] - The People's Bank of China is set to develop a new phase of financial technology development planning, aiming to enhance the digital transformation of finance [1] Group 2 - From a strategic perspective, financial technology is entering a new round of innovation opportunities, supported by favorable policies such as the recent legislation in Hong Kong and financial opening measures announced by the central bank [3] - The "1+6" policy is seen as a strong initiative for capital markets to better serve technological innovation and new productivity development, with a focus on retail brokers and financial technology targets [3] - The financial technology sector is expected to benefit from improved liquidity and active market trading, with internet brokers and financial IT firms poised for growth [3]

证券代码：000997 证券简称：新大陆 公告编号：2025-043 新大陆数字技术股份有限公司 关于权益分派实施后调整回购股份价格上限的公告 调整前回购股份价格上限：37.00 元/股 调整后回购股份价格上限：36.79 元/股 回购股份价格上限调整生效日期：2025 年 7 月 1 日 一、回购股份的基本情况 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金总额为准。本次回购股份的实施期限 为自股东大会审议通过回购股份方案之日起 12 个月内。（内容详见公司 2024 年 10 月 26 日披露的《关于以集中竞价交易方式回购公司股份方案 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-042 新大陆数字技术股份有限公司 关于2024年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、新大陆数字技术股份有限公司（以下简称"公司"）2024 年年度股东大 会审议通过的 2024 年年度利润分配方案为：以公司实施权益分派股权登记日登 记的股份总数扣减公司回购专用证券账户中的股份为基数，2024 年年度按每 10 股派发现金股利 2.20 元（含税），本年度不以公积金转增股本，不送红股，剩余 未分配利润结转下一年度。利润分配预案披露至实施期间，若公司可参与利润分 配的股份总额发生变动，将按照分配比例不变的原则对分配总额进行调整。 2、截止至本公告披露日，公司回购专用账户共持有股份 26,492,392 股，以 上股份不享有参与本次利润分配的权利，不参与本次权益分派。本次权益分派实 施后除权除息价格计算时，根据股票市值不变的原则，以公司总股本 1,032,062,937 股（含回购股份）折算后的每 10 股现金股利（不四舍五入，保留 6 位小数）=实际派 ...

新大陆数字技术股份有限公司投资者关系活动记录表 编号：2025-004 | 特定对象调研□分析师会议 |  | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | □新闻发布会□路演活动 类别 | | |  现场参观 |  其他（线上交流） | | | 信达澳亚基金王建华；国君资管范明；富国基金陈天元；易 | | | 米基金杨浩伟；鹏华基金杨飞；国寿资产曹阳高奕昂朱丽江； | | | 国泰基金韩知昂顾益辉；广发基金敖明皓；华创自营杜郁坤； | | 参与单位名称及 人员姓名 | 上银基金张和睿；国海证券郭义俊；中金证券童思艺；光大 | | | 证券白玥；中信建投证券应瑛；中邮证券丁子惠；东北证券 | | | 吴源恒唐凯；华创证券周楚薇；中信证券潘儒琛；广发证券 | | 刘雪峰李婉云 线下交流时间： | | | 2025 年 6 月 2025 年 6 月 | 5 日（周四）14:00-15:00 6 日（周五）10:00-11:00 | | 2025 年 6 月 | 6 日（周五）15:00-16:00 | | 年 月 2025 6 | 10 日（周二）14:00-15:00 ...