Focus 1: Jianlong Micro-Nano (688357) - The company has terminated the planning of a major asset restructuring, which was intended to acquire at least 51% of Shanghai Hanxing Energy Technology Co., Ltd. through cash payment for equity [1] Focus 2: Industrial Fulian - The company has adjusted the maximum repurchase price for its shares from 19.36 yuan per share to 75.00 yuan per share, reflecting confidence in its future development and market conditions [2] Focus 3: *ST Dongtong - The company received a prior notice from the Shenzhen Stock Exchange regarding the proposed termination of its stock listing [3] Focus 4: Fundraising & Restructuring - Aolaide plans to raise up to 299.71 million yuan through a simplified procedure for issuing shares to specific targets, with proceeds allocated for OLED display core material production and working capital [4] - Maigemi has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets, meeting all necessary conditions [4] - Su Yan Jingshen has also received approval for its share issuance application, pending final registration with the China Securities Regulatory Commission [4] Focus 5: Important Matters - Baiao Chemical's major shareholders are transferring a total of 10% of the company's shares to Liu Hongjun, resulting in him holding 10% of the total share capital post-transfer [5][6] - Zhejiang Pharmaceutical is planning to spin off its subsidiary for a listing on the Hong Kong Stock Exchange, which will not affect its control over the subsidiary [6] - Huafeng Aluminum is acquiring 100% of Shanghai Huafeng Puen Polyurethane Co., Ltd. for 100.06 million yuan, which will enhance its operational efficiency and market competitiveness [7] Focus 6: New Investments - Fuda Co. is establishing a wholly-owned subsidiary with an investment of 30 million yuan to enhance its forging business and related manufacturing capabilities [8] - Jianghai Co. is forming a joint venture to establish an innovation research institute with a registered capital of 50 million yuan, focusing on strategic technology research [9][10] Focus 7: Capital Market Activities - Zhongshan Bank has issued 60 billion yuan of subordinated debt with a fixed interest rate of 2.16% for a term of 10 years [17] - China Iron and Steel Group plans to increase its stake in China Iron and Steel Co. by investing between 65 million and 130 million yuan over the next six months [18]

（编辑 任世碧） 证券日报网讯 11月26日晚间，广电运通发布公告称，公司于2025年11月26日召开的第七届董事会第十 九次（临时）会议审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议案》。近日， 公司收到广东省机电设备招标有限公司发出的两份《中标通知书》，公司分别为"人工智能应用中试基 地硬件建设项目（第一阶段）-设备购置及配套服务"和"人工智能应用中试基地软件建设项目"的中标单 位，中标金额合计为30，837.92万元。鉴于上述两个公开招标项目的招标人广州数字健康科技有限公司 为公司控股股东广州数字科技集团有限公司的全资子公司，本次交易构成关联交易。 ...

Group 1: Storage Market Dynamics - The storage spot market is experiencing strong demand, leading to continued price increases for finished products, despite high prices [1] - Customers with low inventory levels are gradually accepting new pricing agreements, providing manufacturers with confidence to raise prices [1] - The significant price increases are affecting retail markets, with online and offline retailers raising prices for memory modules and SSDs, potentially reducing consumer purchasing willingness [1] Group 2: DRAM Industry Forecast - According to TrendForce, the DRAM industry revenue is expected to grow by 30.9% quarter-on-quarter in Q3 2025, reaching $41.4 billion due to rising contract prices and increased shipment volumes [1] - The fourth quarter is anticipated to see a significant increase in contract prices, with conventional DRAM prices expected to rise by 45%-50% [1] - The overall contract prices for conventional DRAM and HBM combined are projected to increase by 50%-55% [1] Group 3: Medical Device Market Growth - The Chinese medical device market is projected to reach ¥1.22 trillion by 2025, with over 33,000 production enterprises expected by the end of 2024, marking a 27.8% increase from the end of the 13th Five-Year Plan [2] - The industry is transitioning from "catching up" to "running alongside and leading," supporting the "Healthy China" strategy [2] Group 4: Flu Season Impact on Pharmaceuticals - The flu season has started early in China, with a 237% increase in sales of Oseltamivir over the past week, and a 180% increase for Maviral [2] - The peak of the flu season is expected between mid-December and early January [2] Group 5: Cinema Industry Growth - As of October 2023, China has added 233 cinemas and 1,588 screens, totaling 15,438 operating cinemas and 92,556 screens nationwide [3] - County-level cinemas account for 21.06% of the total, while town cinemas make up 18.01% [3] Group 6: Innovations in Medical Technology - Novo Nordisk's Kyinsu, the world's first weekly insulin and GLP-1 receptor agonist combination, has been approved in the EU for adults with type 2 diabetes [3] - This innovation represents a significant advancement in diabetes treatment options [3] Group 7: Corporate Developments - Allianz Partners plans to lay off 1,500 to 1,800 employees over the next 12-18 months, primarily in call center roles due to automation [5] - Novartis announced plans to cut up to 550 jobs in Switzerland by the end of 2027 as part of production adjustments [5]

2025年1至6月份，广电运通的营业收入构成为：金融科技占比54.24%，城市智能占比45.76%。 每经AI快讯，广电运通（SZ 002152，收盘价：12.15元）11月26日晚间发布公告称，公司第七届第十九 次董事会临时会议于2025年11月26日以通讯方式召开。会议审议了《关于承接人工智能应用中试基地建 设项目暨关联交易的议案》等文件。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 截至发稿，广电运通市值为302亿元。 （记者 曾健辉） ...

Group 1 - Aolide plans to raise no more than 300 million yuan through a simplified procedure for issuing shares to specific targets, with net proceeds allocated to the production base project for OLED display core materials and to supplement working capital [1] - Wanbang's subsidiary has obtained a 10-year exclusive agency for sildenafil oral suspension, which is suitable for patients with swallowing difficulties [2] - Titan Technology and its affiliate plan to jointly invest in increasing capital for its subsidiary, Micro Detection, raising its registered capital from 10 million yuan to 50 million yuan [3] Group 2 - Jindike will not issue new batches of quadrivalent influenza virus split vaccine this year, having produced approximately 1.56 million doses [4] - Aladdin intends to purchase 35% equity of Youke for 61.25 million yuan, funded by its own or raised capital [5] - Gujia Home's application for a private placement of A-shares has been approved by the Shanghai Stock Exchange [7] Group 3 - Honghe Technology's application for a private placement of A-shares has been approved by the China Securities Regulatory Commission [9] - Guangdian Yuntong has won contracts totaling 308 million yuan for the construction of an artificial intelligence application pilot base [10] - Shanghai Mechanical plans to repurchase B-shares worth no more than 278 million yuan [11] Group 4 - Weiling Co. is planning a change of control, with shares representing 7.76% of the total being transferred [14] - Jiugang Hongxing intends to invest 200 million yuan to establish a wholly-owned subsidiary focusing on high-quality special steel materials [16] - Zhongjian Technology has submitted an application for H-share listing [17] Group 5 - Sainuo Medical has received registration approval for its coronary product in Pakistan [18] - Huafeng Aluminum plans to acquire 100% equity of Huafeng Puen for 100 million yuan [20] - Fuda Co. intends to establish a wholly-owned subsidiary with an investment of 30 million yuan [22] Group 6 - Su Yan Jingshen's application for a private placement of shares has been approved by the Shanghai Stock Exchange [24] - Zhongchuang Co. has set the inquiry transfer price at 25.75 yuan per share [25] - Jinpu Garden has had a lawsuit involving 26.557 million yuan accepted by the court [29] Group 7 - ICBC has approved the appointment of Zhao Guid as vice president [30] - Betta Pharmaceuticals has had its drug registration application for ensartinib accepted [32] - Times New Materials plans to invest 6 million euros to establish a wholly-owned subsidiary in Serbia [34] Group 8 - China State Construction has appointed Chen Yong as vice president [36] - Dayang Electric plans to invest 10 million yuan to establish an industrial fund [38] - Advanced Digital has appointed Liu Zhigang as deputy general manager [39] Group 9 - Tianqi Co. plans to transfer 7% equity of Youqi Intelligent for 130 million yuan [40] - Xinguo has submitted an application for H-share issuance and listing [42] - Jinhongshun's shareholder has terminated a share reduction plan [43] Group 10 - Wanrun Co.'s actual controller plans to increase shareholding between 365 million yuan and 730 million yuan [44] - Suzhou High-tech plans to sell 47% equity of its medical device subsidiary for 604 million yuan [45] - Huayou Cobalt's subsidiary has signed a product supply agreement with Yiwei Lithium Energy for approximately 127,800 tons of materials [47] Group 11 - China Communications has won 10 important projects totaling approximately 2.539 billion yuan [49] - Nopushin plans to raise no more than 1.45 billion yuan through a private placement [50] - Yun Aluminum plans to acquire minority stakes in three subsidiaries for a total of 2.267 billion yuan [51] Group 12 - Xiamen Tungsten plans to establish a 500 million yuan merger fund with multiple parties [52] - Aotewei has signed a contract worth approximately 700 million yuan [54] - Hemai Co.'s shareholders plan to reduce their holdings by no more than 3% [56]

每经AI快讯，广电运通(002152)11月26日公告，近日，公司收到广东省机电设备招标有限公司发出的两 份中标通知书，公司分别为"人工智能应用中试基地硬件建设项目（第一阶段）-设备购置及配套服 务"和"人工智能应用中试基地软件建设项目"的中标单位，中标金额合计为3.08亿元。 （文章来源：每日经济新闻） ...

Core Insights - The company, Guangdian Yuntong, has received two winning bid notifications from Guangdong Provincial Electromechanical Equipment Tendering Co., Ltd for projects related to the construction of an artificial intelligence application pilot base, with a total bid amount of 308 million yuan [1] Project Details - The projects include hardware construction and software development for the artificial intelligence application pilot base, leveraging the company's self-developed aiCore System digital foundation, Wangdao industry large model, and Guangdian Yuntong's intelligent computing cloud [1] - The projects aim to establish common support capabilities (domestic computing infrastructure and AI software platform) and operational leading capabilities (scenario applications and operational services) to provide foundational support for the AI application pilot base [1] Strategic Implications - The undertaking of these projects will further deepen the company's "AI in all" strategy and build a reusable technical foundation and mature business model for the "AI + life and health" scenario [1] - This initiative is expected to help the company seize first-mover advantages in the emerging market and strengthen its core competitiveness, providing critical support for the company's strategic deepening and sustainable business development [1]

Core Viewpoint - The report from CITIC Construction Investment Securities indicates that Guangdian Yuntong's revenue remains stable in the first three quarters of 2025, while profits are under short-term pressure, with a positive trend observed in Q3, laying a solid foundation for upcoming mid-term dividends [1] Group 1: Financial Performance - The company maintains steady revenue, with profits facing short-term challenges [1] - Q3 shows a positive trend, indicating potential recovery and support for future dividends [1] Group 2: Strategic Developments - The company continues to advance its "AI in All" strategy, securing a significant contract worth 308 million yuan in its artificial intelligence business [1] - The focus on software projects signifies the company's AI capabilities are increasingly penetrating the "AI + Life Health" sector [1] Group 3: Regulatory and Market Position - Guangdian Yuntong's subsidiary, Guangdian Huitong, has officially obtained the Hong Kong MSO license, enabling compliant cross-border fund settlement and foreign exchange services [1] - The combination of Zhongjin Payment and the MSO license creates a closed loop for cross-border payment, enhancing the company's global service capabilities and fintech strength [1]

本次拟承接的两个项目，依托公司自主研发的aiCore System数字底座、望道行业大模型和广电运通智算 云等核心技术，通过构建"共性支撑能力"(国产算力基础设施与AI软件平台)和"运行先导能力"(场景应用 与运营服务)，为人工智能应用中试基地提供基础能力支撑。本次承接项目推动公司"AI in all"进一步深 化，为"AI+生命健康"场景落地构建了可复用的技术底座与成熟商业模式，有助于公司抢占该新兴赛道 先发优势、夯实核心竞争力，为公司战略深化与业务可持续发展提供关键支撑。 广电运通（002152）(002152.SZ)发布公告，公司收到广东省机电设备招标有限公司发出的两份《中标 通知书》，公司分别为"人工智能应用中试基地硬件建设项目(第一阶段)-设备购置及配套服务"和"人工 智能应用中试基地软件建设项目"的中标单位，中标金额合计为3.08亿元。 ...

公司于2025年11月26日召开的第七届董事会第十九次（临时）会议以6票同意、0票反对、 0票弃权的表决结果审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议 案》，其中关联董事邓家青、赵倩、钟勇对该议案回避表决。 证券代码：002152 证券简称：广电运通 公告编号：临 2025-056 广电运通集团股份有限公司 关于承接人工智能应用中试基地建设项目暨关联交易的公告 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。 一、关联交易概述 1、近日，广电运通集团股份有限公司（以下简称"公司""广电运通"）收到广东省 机电设备招标有限公司发出的两份《中标通知书》，公司分别为"人工智能应用中试基地硬 件建设项目（第一阶段）-设备购置及配套服务"和"人工智能应用中试基地软件建设项目" 的中标单位，中标金额合计为 30,837.92 万元。 2、公司独立董事于2025年11月24日召开第七届董事会独立董事专门会议第十二次会议， 以3票同意、0票反对、0票弃权的表决结果审议通过了《关于承接人工智能应用中试基地建 设项目暨关联交易的议案》，并同意将该议案提交公司董事 ...