Core Viewpoint - The launch of Apple's iPhone 17 series, featuring eSIM technology, is expected to drive significant growth in international roaming data services, marking a transformative shift in the telecommunications industry [1] Group 1: eSIM Technology Impact - eSIM technology is referred to as an "invisible revolution," enabling seamless device communication and multi-number collaboration [1] - The adoption of eSIM is projected to transition from a technical option to an industry necessity by 2025, with 123 countries and regions already offering eSIM mobile services [1] Group 2: Market Growth - The usage rate of cross-border roaming scenarios is increasing at an annual rate of 30% [1] - DreamNet International Communication has opened channels for wholesale international roaming data cooperation, capitalizing on the growth opportunities presented by eSIM technology [1]

Group 1 - The core point of the news is that DreamNet Technology experienced a decline of 5.07% in its stock price, reaching 12.74 CNY per share, with a trading volume of 255 million CNY and a turnover rate of 2.71%, resulting in a total market capitalization of 10.261 billion CNY [1] - DreamNet Technology, established on November 19, 1998, and listed on March 28, 2007, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of energy-saving high-power power electronic devices [1] - The company's main business revenue composition includes 94.08% from cloud communication services and 5.92% from other cloud-related businesses [1] Group 2 - Among the top circulating shareholders of DreamNet Technology, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.4387 million shares in the second quarter, now holding a total of 7.4344 million shares, which accounts for 1.03% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 27.06%, ranking 1867 out of 4220 in its category; over the past year, it has returned 69.5%, ranking 1280 out of 3814 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 322 days, managing a total fund asset size of 94.976 billion CNY, with the best fund return during the tenure being 137.06% and the worst being -15.93% [3]

Market Overview - On September 18, the communication services sector declined by 2.16%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 12.15, up 6.39% [1] - Zhongbei Communication (603220) at 24.79, up 5.80% [1] - ST Xintong (600289) at 6.57, up 4.95% [1] - Major decliners included: - Online and Offline (300959) at 73.50, down 10.37% [2] - Erli San (002467) at 6.88, down 4.58% [2] - Fengzhushou (301382) at 36.97, down 3.47% [2] Capital Flow - The communication services sector experienced a net outflow of 2.507 billion yuan from institutional investors, while retail investors saw a net inflow of 2.243 billion yuan [2] - The table of capital flow indicates that: - Zhongbei Communication had a net inflow of 2.29 million yuan from institutional investors [3] - Super Communication (603322) saw a net inflow of 29.216 million yuan from retail investors [3] - Dream Network Technology (002123) had a net inflow of 16.368 million yuan from institutional investors [3]

证券代码：002123 证券简称：梦网科技 公告编号：2025-083 梦网云科技集团股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 梦网云科技集团股份有限公司（以下简称"公司"或"梦网科技"）于 2025 年 6 月 12 日召开第八届董事会第三十八次会议、2025 年 6 月 30 日召开 2025 年 第一次临时股东会审议通过了《关于 2025 年度公司及子公司担保额度预计的议 案》，同意公司为全资、控股子公司（以及子公司之间）提供担保及各子公司为 公司提供担保的总额度预计不超过人民币 250,000 万元，其中向资产负债率为 70%以上的担保对象提供的担保额度不超过 5,000 万元。本次担保额度有效期为 股东会审议通过本事项之日起一年内。在此额度范围内，公司及各子公司因业务 需要办理上述担保范围内业务，无需另行召开董事会或股东大会审议；对超出上 述担保对象及总额范围之外的担保，公司将根据规定及时履行决策和信息披露义 务。 具体内容详见公司于 2025 年 6 月 14 日、2025 年 ...

Core Viewpoint - The company, DreamNet Technology Group Co., Ltd., has decided to terminate the issuance of shares and cash payment for the acquisition of Hangzhou Bicheng Digital Technology Co., Ltd. and related fundraising activities [2][3]. Group 1: Transaction Details - The company held a board meeting on August 28, 2025, where it approved the termination of the transaction involving the issuance of shares and cash payment for asset acquisition [2][3]. - The self-inspection period for insider trading related to this transaction was from June 26, 2025, to August 28, 2025 [3][4]. Group 2: Insider Trading Investigation - The scope of the insider trading investigation included the company's directors, supervisors, senior management, controlling shareholders, and their immediate family members, as well as the counterparties and their related parties [4][5]. - The investigation concluded that there were no instances of insider trading by the relevant parties during the self-inspection period [5][6]. Group 3: Legal and Financial Advisory Opinions - Both independent financial advisors and legal advisors confirmed that there were no transactions involving the company's stock by insiders or related parties during the self-inspection period [5][6].

Core Viewpoint - The report from Grandway Law Offices indicates that Mengwang Cloud Technology Group Co., Ltd. has terminated its plan to issue shares and pay cash for asset acquisition, along with related fundraising and transactions [1][2]. Group 1: Legal and Regulatory Framework - The law firm conducted the review based on various legal documents including the Company Law, Securities Law, and relevant restructuring management regulations [2]. - The review period for insider trading was defined from June 26, 2025, to August 28, 2025, during which the firm monitored stock trading activities of insiders [2][3]. Group 2: Insider Trading Investigation - The investigation confirmed that there were no stock trading activities by insiders during the specified review period, as verified by documents from the Shenzhen branch of China Securities Depository and Clearing Corporation [4]. - The scope of the investigation included all relevant parties and their immediate family members who had access to insider information [3][4]. Group 3: Conclusion - The law firm concluded that there were no violations of insider trading regulations by the relevant parties during the review period, ensuring compliance with legal standards [4].

Core Viewpoint - The company, DreamNet Technology Group Co., Ltd., has decided to terminate its plan to issue shares and pay cash for the acquisition of Hangzhou Bicheng Digital Technology Co., Ltd., along with raising supporting funds and related transactions [1] Group 1: Transaction Details - The board of directors of DreamNet Technology convened on August 28, 2025, and approved the proposal to terminate the issuance of shares and cash payment for asset acquisition [1] - The independent financial advisor, Founder Securities, conducted a review of insider trading related to this transaction, confirming that no insider trading occurred during the self-inspection period [2] Group 2: Insider Information Review - The scope of the insider information review included key personnel involved in the transaction [1] - The self-inspection period for insider information was from June 26, 2025, to August 28, 2025, covering the time from the disclosure of the major asset restructuring report to the termination of the restructuring [1] - The independent financial advisor confirmed that during the self-inspection period, there were no instances of insider trading by the relevant parties or their immediate family members [2]

Core Viewpoint - The company has decided to terminate the issuance of shares and cash payment for the acquisition of Hangzhou Bicheng Digital Technology Co., Ltd. and related fundraising activities [1] Group 1: Transaction Details - The company planned to issue shares and pay cash to acquire all shares of Bicheng Digital and raise matching funds [1] - The board of directors approved the termination of the transaction on August 28, 2025 [1] Group 2: Insider Trading Investigation - The company conducted a self-examination regarding insider trading, confirming that no insider or their immediate relatives traded the company's stock during the investigation period [2][3][4] - The investigation period for insider information was from June 26, 2025, to August 28, 2025 [2] Group 3: Verification Opinions - Independent financial advisors confirmed that there were no stock trades by insiders or their immediate relatives during the self-examination period [3] - Legal advisors also verified that no insider trading occurred during the specified period [4]

北京国枫律师事务所 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层 邮编：100005 关于梦网云科技集团股份有限公司 终止发行股份及支付现金购买资产并募集配套资金 暨关联交易相关主体买卖股票情况自查报告的 专项核查意见 国枫律证字[2025]AN108-7号 2025 年 8 月 28 日，上市公司召开第九届董事会第四次会议，审议通过了《关 于终止发行股份及支付现金购买资产暨关联交易事项的议案》，同意上市公司终 止本次重组。 本所律师根据《公司法》《证券法》《重组管理办法》《26 号格式准则》 《上市类 1 号指引》等有关法律、行政法规及规范性文件的要求，对本次重组的 相关内幕信息知情人自上市公司《重组报告书(草案)》披露之日至《关于终止发 行股份及支付现金购买资产并募集配套资金暨关联交易事项的公告》披露之日 (即自 2025 年 6 月 26 日至 2025 年 8 月 28 日止，以下称"核查期间"或"自查 期间")在二级市场买卖上市公司股票的情况进行了专项核查，并出具本专项核 查意见。 电话(Tel)：010-66090088/8800 ...

终止发行股份及支付现金购买资产并募集配套资金暨关联交易相关主体 买卖股票情况自查报告之核查意见 梦网云科技集团股份有限公司（以下简称"梦网科技""上市公司"）拟发行股份 及支付现金购买杭州碧橙数字技术股份有限公司全部股份并募集配套资金（以下简称 "本次交易"）。 上市公司于 2025 年 8 月 28 日召开第九届董事会第四次会议，审议通过了《关于 终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项的议案》，同意上 市公司终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项。 方正证券承销保荐有限责任公司（以下简称"本独立财务顾问"）作为本次交易 的独立财务顾问，根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》 《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》 《监管规则适用指引——上市类第 1 号》等有关法律、法规及规范性文件的规定，对 上市公司本次交易相关内幕信息知情人买卖上市公司股票的情况进行了核查，具体如 下： 一、相关内幕信息知情人核查范围及自查期间 （一）相关内幕信息知情人核查范围 本次交易的内幕信息知情人核查范围包括： 方正证券承销保荐有 ...