Group 1 - The National Network Identity Authentication Public Service Management Measures will be implemented starting July 15, 2025, aiming to enhance identity verification while protecting personal information [1] - The National Network Identity Authentication App, developed by the Ministry of Public Security, integrates legal documents with the national population database, utilizing advanced security measures to reduce information leakage risks [1] - The market space for the system construction related to the network identity authentication is expected to reach 1.5 billion yuan, with companies experienced in identity authentication likely to benefit from upcoming tenders [1] Group 2 - The digital transformation of enterprises is anticipated to create significant data security challenges, with the data security protection and governance market in China projected to reach 22.87 billion yuan by 2025 [2] - Newland is identified as the sole supplier of trusted digital identity QR code security chips and has a competitive advantage as a module supplier [3] - Shengbang Security has already integrated 198 internet apps during the pilot phase of the National Network Identity Authentication App, indicating potential growth opportunities for the company [3]

新大陆（000997.SZ）公司事件点评 重磅政策落地，"网证"龙头扬帆起航 2025 年 05 月 25 日 ➢ 事件：根据公安部官网，2025 年 5 月 23 日，《国家网络身份认证公共服 务管理办法》已经 2025 年 2 月 27 日第 1 次公安部部务会议审议通过，并经国 家互联网信息办公室、民政部、文化和旅游部、国家卫生健康委员会、国家广播 电视总局同意，现予公布，自 2025 年 7 月 15 日起施行。 ➢ 公安部联合 5 部门推行，"网证"全面推广。从覆盖范围看，本次网证推广 政策，涵盖国务院公安部门、国家网信部门会同国务院民政、文化和旅游、卫生 健康、广播电视等部门。政策明确：1）国家网络身份认证公共服务是指国家根 据法定身份证件信息，依托国家统一建设的网络身份认证公共服务平台，为自然 人提供申领网号、网证以及进行身份核验等服务。2）网号，是指与自然人身份 信息相对应，由字母和数字组成、不含明文身份信息的网络身份符号；网证，是 指承载网号及自然人非明文身份信息的网络身份认证凭证。网号、网证可用于在 互联网服务及有关部门、行业管理、服务中非明文登记、核验自然人真实身份。 政策提到：鼓励有关 ...

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Viewpoints - The implementation of the "National Network Identity Authentication Public Service Management Measures" is expected to significantly benefit the company, as it is a leader in the "Net Certificate" industry [2][3]. - The company has pioneered the concept of "Digital Citizen" and has launched the first pilot project in Fuzhou, which positions it favorably in the market [3]. - The widespread use of electronic IDs will lead to substantial upgrades in various terminal scenarios, such as hotels and internet cafes, creating a significant market opportunity for the company [3]. Financial Forecasts - The company's projected net profits for 2025, 2026, and 2027 are estimated to be 1.28 billion, 1.50 billion, and 1.76 billion yuan respectively, with corresponding PE ratios of 24, 20, and 17 times [4][5]. - Revenue is expected to grow from 7.75 billion yuan in 2024 to 10.84 billion yuan in 2027, reflecting a compound annual growth rate of approximately 11.2% [5][11]. - The company's gross margin is projected to improve from 39.88% in 2024 to 45.65% in 2027, indicating enhanced profitability [11].

上 市 公 司 公 司 研 究 / 公 司 点 评 计算机 2025 年 05 月 23 日 新大陆 (000997) ——"网号网证"相关政策发布，公司核心受益！ 报告原因：有信息公布需要点评 买入（维持） | 2025年05月23日 | | --- | | 市场数据： | 2025 年 05 月 23 日 | | --- | --- | | 收盘价（元） | 29.30 | | 一年内最高/最低（元） | 32.20/11.85 | | 市净率 | 4.2 | | 股息率%（分红/股价） | 1.88 | | 流通 A 股市值（百万元） | 30,074 | | 上证指数/深证成指 | 3,348.37/10,132.41 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 6.90 | | 资产负债率% | 40.61 | | 总股本/流通 A 股（百万） | 1,032/1,026 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 05-23 06-23 ...

关于控股股东股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"）近日接到公司控股股东新大 陆科技集团有限公司函告，获悉其持有公司的部分股份办理了解除质押业务，并已 在中国证券登记结算有限责任公司办理完成相应的登记手续，具体事项如下： 二、股东股份累计被质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 情况 | | 情况 | | | | | | 本次解除 | 本次解除 | 占其所 | 占公司 | 已质押 | | 未质押 | | | 股东 | 持股数量 | 持股比 | 质押前质 | 质押后质 | | | | 占已 | | 占未 | | | | | | | 持股份 | 总股本 | 股份限 | | 股份限 | | | 名称 | （股） | 例 | 押 ...

Group 1 - The China Securities Financial Technology Theme Index (930986) experienced a decline of 0.28% as of May 21, 2025, with mixed performance among constituent stocks [3] - Zhaori Technology (300333) led the gains with an increase of 6.92%, while Lakala (300773) saw the largest decline at 5.71% [3] - The Financial Technology ETF (516860) also fell by 0.33%, with a latest price of 1.19 yuan and a turnover rate of 3.32% [3] Group 2 - Dongxing Securities highlighted strong policy support and emerging demand in new sectors, contributing to the recovery of industry growth [4] - The financial technology sector is expected to benefit from increased IT investments by banks, insurance, and securities firms, driven by the transition to new systems and digital platforms [4] - Cloud technology remains a core investment area for financial institutions, with AI and data utilization expected to enhance operational efficiency [4] Group 3 - The Financial Technology ETF reached a new high of 929 million yuan in size and 778 million shares in circulation [5] - The ETF has seen continuous net inflows over the past four days, totaling 51.75 million yuan, with an average daily net inflow of 12.94 million yuan [5] - The ETF's one-year net value increased by 57.87%, ranking first among comparable funds [5] Group 4 - The Financial Technology ETF has a management fee of 0.50% and a custody fee of 0.10%, which are among the lowest in comparable funds [6] - The ETF's tracking error over the past two years is 0.046%, indicating the highest tracking precision among similar funds [6] - The top ten weighted stocks in the index account for 53.28% of the total, with Tonghuashun (300033) and Dongfang Caifu (300059) being the largest contributors [6][8]

| 阿里巴巴 | 2986.04 | | --- | --- | | 11 小米焦团_W | 1805 85 | | | No. 1.0 | | | | --- | --- | --- | --- | | 5 | | 拼多多 | 1666.38 | | 6 | 美材 | 美团-W | 1069.68 | | 7 | 網易 | 网易 | 766.11 | 金十图示：2025年05月21日（周三）中国科技互联网公司市值排名TOP 50一览 | 8 | | 京东 | 489.39 | | | --- | --- | --- | --- | --- | | 9 | | 东方财富 | 470.85 | | | 10 | | 中芯国际 | 440.55 | | | II | Bal Char | 百度 | 307.12 | | | 12 | P | 理想汽车 | 302.4 | | | 13 | 85 | 快手-W O | 276.74 | | | 14 | | 腾讯音乐 | 263.47 | -1 + | | 15 | | 贝壳 | 223.45 | -1 3 | | 16 | 80 | 同花顺 | 191.78 | ...

2024年年度股东大会的法律意见书 国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 Grandall Law Firm (Shanghai) 中国 上海 上海市静安区山西北路 99 号苏河湾中心 MT25-28 楼，200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai, China, 200085 电话/TEL: (8621) 5234-1668 传真/FAX: (8621) 5234-1670 关于新大陆数字技术股份有限公司 致：新大陆数字技术股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受新大陆数字技术股份有限 公司（以下简称"公司"）委托，指派本所律师出席公司 2024 年年度股东大会（以 下简称"本次股东大会"或"本次会议"）。本所律师根据《中华人民共和国证券法》 （以下简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）等法律、法规、部门规 章和规范性文件以及《新大陆数字技术股份有限公司章程》（以下简 ...

证券代码：000997 证券简称：新大陆 公告编号：2025-035 新大陆数字技术股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 特别提示： 1、本次股东大会未出现否决提案的情形； 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席的情况 1、新大陆数字技术股份有限公司（以下简称"公司"）2024 年年度股东大会现 场会议于 2025 年 5 月 20 日下午 14:30 在公司会议室召开。本次会议采用现场投票与 网络投票相结合的方式。会议由董事会召集，董事长王晶女士主持。会议的召集、召 开符合《公司法》、《深圳证券交易所股票上市规则》、《上市公司股东会规则》等 法律法规、规范性文件及《公司章程》的有关规定。 2、出席本次股东大会的股东及股东授权委托代表人数共 452 名，代表股份 424,173,956 股，占公司有表决权股份总数的 42.1824%。其中，出席现场会议的股东 及股东授权委托代表人数 9 名，代表股份 318,781,893 股，占公司有表决权股份总数 的 31.7016 ...

Core Insights - The Guangdong Province smart transportation industry is entering a high-quality development phase driven by policy support, technological innovation, and market application [2] - The market size of the Guangdong smart transportation industry is projected to reach 19.284 billion yuan in 2024, representing a year-on-year growth of 6.00% [2] - The "Guangdong Province Transportation High-Quality Development Three-Year Action Plan (2025-2027)" aims to establish a modern comprehensive transportation network by 2027, promoting smart transportation development [2] Industry Overview - Guangdong smart transportation is based on new technologies such as IoT, big data, and artificial intelligence, aiming to create a collaborative, efficient, and dynamically optimized transportation system [3] - The core goal is to build a smart transportation system with self-organization, judgment, and innovation capabilities, transitioning from experience-driven to data-driven governance [3] - The industry can be categorized into four main areas: smart highways, smart city traffic, smart ports and shipping, and smart hubs [3] Industry Development History - The development of Guangdong's smart transportation industry has gone through four stages: initial exploration (1980s-2000), large-scale construction (2001-2010), digital transformation (2011-2018), and smart upgrade (2019-present) [5][6][7] - Key milestones include the introduction of the SCATS traffic signal control system in 1992, the establishment of the first ETC lane in 2001, and the launch of the first city-level "Internet + Smart Parking System" in 2014 [5][6] - Recent advancements include the establishment of a comprehensive traffic big data application laboratory in 2018 and the implementation of smart road systems in Shenzhen and Guangzhou [7] Industry Value Chain - The upstream of the Guangdong smart transportation industry includes hardware devices, basic software, and communication infrastructure, with hardware focusing on data collection devices like sensors and cameras [10] - The midstream involves system integration and solution provision for smart transportation [10] - Downstream applications span across various transportation sectors, including highways, railways, waterways, and aviation [10] Related Companies - Listed companies in the Guangdong smart transportation sector include Shenzhen Urban Transport (301091), Qianfang Technology (002373), and others [2] - Key enterprises involved in the industry include Huawei, Tencent, Hikvision, and Dahua Technology [2]