证券代码：002195 证券简称：岩山科技 公告编号：2025-043 上海岩山科技股份有限公司 关于全资子公司与专业投资机构共同投资的进展公告 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、误导性陈述或者重大遗漏。 为充分借助专业投资机构的投资能力、资金优势及风险控制能力提升自身的 资本运作能力并获得投资收益，上海岩山科技股份有限公司（以下简称"公司"） 全资子公司海南瑞弘创业投资有限责任公司作为有限合伙人出资人民币 2,032 万 元参与投资嘉兴澜晟创业投资合伙企业（有限合伙）（以下简称"嘉兴澜晟"）。具 体内容详见公司于 2025 年 7 月 16 日在《中国证券报》《上海证券报》《证券日报》 《证券时报》和巨潮资讯网（http://www.cninfo.com.cn）披露的《关于全资子公司 与专业投资机构共同投资的公告》（公告编号：2025-041）。 近日，嘉兴澜晟已完成相关工商变更登记手续以及中国证券投资基金业协会 备案手续，并取得嘉兴市南湖区行政审批局换发的《营业执照》以及中国证券投资 基金业协会颁发的《私募投资基金备案证明》，具体情况如下： 出资额：4,164 万元 ...

通过天眼查大数据分析，上海岩山科技股份有限公司共对外投资了26家企业，参与招投标项目2次，专 利信息3条，此外企业还拥有行政许可4个。 资金流向方面，今日主力资金净流出2244.31万元，占比成交额2.08%。其中，超大单净流入2313.13万 元、占成交额2.14%，大单净流出4557.44万元、占成交额4.22%，中单净流出流出179.53万元、占成交 额0.17%，小单净流入2423.84万元、占成交额2.24%。 来源：金融界 金融界消息 截至2025年8月5日收盘，岩山科技（002195）报收于5.7元，上涨0.35%，换手率3.39%，成 交量189.99万手，成交金额10.80亿元。 天眼查商业履历信息显示，上海岩山科技股份有限公司，成立于1989年，位于上海市，是一家以从事互 联网和相关服务为主的企业。企业注册资本568154.4596万人民币，实缴资本568154.4596万人民币。公 司法定代表人为陈于冰。 岩山科技最新一期业绩显示，截至2025一季报，公司营业总收入1.65亿元、同比减少5.13%，归属净利 润3155.68万元，同比减少59.68%，扣非净利润2808.15万元，同比减 ...

Group 1 - The A-share market is experiencing a significant increase in share buybacks, with 387 companies disclosing buyback progress since July, involving a total amount of 602.42 billion yuan [1][2] - Among the companies implementing buybacks, 246 have received special loans to support these actions, accounting for over 60% of the total [1][4] - Leading companies in buyback amounts include Kweichow Moutai, which has repurchased shares worth 5.301 billion yuan, and others like Muyuan Foods and Midea Group, each exceeding 1 billion yuan in buybacks [2][4] Group 2 - Kweichow Moutai's buyback plan, initially announced in September 2022, aims to reduce registered capital, with a total of 345.17 million shares repurchased, representing 0.2748% of its total share capital [2][3] - Muyuan Foods has repurchased 53.63 million shares for a total of 2.16 billion yuan, with a buyback price range between 36.16 yuan and 46.20 yuan per share [4][5] - Chip Original Co. completed its buyback plan within a week of announcing it, spending approximately 24.83 million yuan to repurchase 287,000 shares [3] Group 3 - The sectors most active in share buybacks include biopharmaceuticals, electronics, power equipment, and machinery, with each sector having over 30 companies participating and total buyback amounts exceeding 3 billion yuan [3] - Since the launch of the special loan program for buybacks, 653 companies have received support, with a total loan limit of 1,418.17 billion yuan, of which 894.21 billion yuan is allocated for share buybacks [4][5] - Companies like CAE Technology and Shandong Road and Bridge have also quickly completed their buyback plans after securing special loans [6]

Core Viewpoint - The A-share market is experiencing a significant increase in share buybacks, with over 387 companies disclosing buyback progress since July, totaling 602.42 billion yuan in value [1][3]. Group 1: Buyback Activity - As of August 4, 2023, 387 A-share companies have reported buyback progress, with a total amount of 602.42 billion yuan involved [1]. - Among the companies that have implemented buybacks, 246 have received special loans for buybacks, accounting for over 60% [1][3]. - Guizhou Moutai leads in buyback amounts, having repurchased shares worth 5.301 billion yuan, representing 0.2748% of its total share capital [1]. Group 2: Industry Participation - The most active sectors in share buybacks include biopharmaceuticals, electronics, power equipment, and machinery, each with over 30 companies participating and a total buyback amount exceeding 30 billion yuan [3]. - Companies like Sany Heavy Industry and Midea Group have also reported significant buyback amounts, with Sany having repurchased shares worth 1.355 billion yuan [2]. Group 3: Loan Utilization - Since the launch of the buyback loan program, 653 companies have received support, with a total loan limit of 1,418.17 billion yuan, of which 894.21 billion yuan is allocated for share buybacks [3]. - Companies such as Muyuan Foods and BOE Technology have secured substantial buyback loan limits exceeding 1 billion yuan [3]. - The rapid implementation of buybacks is often facilitated by special loans, as seen with companies like Kailong High-Tech, which quickly completed its buyback after securing a loan [4].

Group 1 - The core viewpoint highlights a strong performance in the media sector, with the CSI Media Index rising by 1.03% and several key stocks, including Giant Network and Shenzhou Taiyue, experiencing significant gains [1] - The cumulative box office of three major films, "The King's Avatar: For the Glory," "The Little Monster of Langlang Mountain," and "Nanjing Photo Studio," has surpassed 1.5 billion [1] - High ratings for recent domestic films, such as "The King's Avatar: For the Glory" and "Nanjing Photo Studio," are expected to drive future box office performance, with the potential for increased screenings for "The Little Monster of Langlang Mountain" [1] Group 2 - The CSI Media Index tracks 50 large-cap listed companies in marketing, advertising, cultural entertainment, and digital media sectors, reflecting the overall performance of representative companies in the media field [2] - As of July 31, 2025, the top ten weighted stocks in the CSI Media Index account for 47.81% of the index, with companies like Focus Media and Giant Network among the leaders [2]

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 4, 2025, highlighting significant players in the industry and their respective valuations in billions of USD [1]. Group 1: Top Companies by Market Capitalization - TSMC leads the ranking with a market capitalization of $121.99 billion [3]. - Tencent Holdings follows in second place with a valuation of $63.46 billion [3]. - Alibaba ranks third with a market cap of $27.92 billion [3]. - Xiaomi Group is fourth with a market capitalization of $18.07 billion [3]. - Pinduoduo holds the fifth position with a valuation of $15.62 billion [3]. Group 2: Additional Notable Companies - Meituan ranks sixth with a market cap of $9.45 billion [4]. - NetEase is seventh with a valuation of $8.06 billion [4]. - SMIC (Semiconductor Manufacturing International Corporation) is eighth with a market cap of $5.24 billion [4]. - Dongfang Fortune ranks ninth with a valuation of $5.11 billion [4]. - JD.com is in tenth place with a market capitalization of $4.46 billion [4]. Group 3: Rankings and Changes - Kuaishou is ranked eleventh with a market cap of $4.16 billion [5]. - Tencent Music holds the twelfth position with a valuation of $3.18 billion [5]. - Baidu is thirteenth with a market cap of $2.96 billion [5]. - Li Auto ranks fourteenth with a valuation of $2.70 billion [5]. - Beike is fifteenth with a market capitalization of $2.17 billion, showing an increase in ranking by 11 spots [5].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 1, 2025, highlighting significant shifts in rankings and valuations [1]. Group 1: Market Capitalization Rankings - TSMC leads the list with a market capitalization of $125.32 billion [3]. - Tencent Holdings ranks second with a market capitalization of $64.22 billion [3]. - Alibaba has moved up to the third position with a market capitalization of $28.77 billion, showing a notable increase from its previous rank of 12 [3]. Group 2: Notable Companies and Changes - Xiaomi Group is ranked fourth with a market capitalization of $17.57 billion [3]. - Pinduoduo follows closely in fifth place with a market capitalization of $16.11 billion [3]. - Meituan and NetEase are ranked sixth and seventh, with market capitalizations of $9.46 billion and $8.25 billion, respectively [3][4]. Group 3: Additional Rankings - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market capitalization of $5.23 billion [4]. - JD.com is ranked tenth with a market capitalization of $4.54 billion [4]. - Kuaishou and Tencent Music are ranked 11th and 12th, with market capitalizations of $4.17 billion and $3.25 billion, respectively [4]. Group 4: Lower Rankings - Companies ranked from 25 to 50 include Kingdee International at $0.83 billion and Yuyuan at $0.40 billion, indicating a diverse range of valuations among the lower-ranked firms [5][6].

岩山科技7月31日收盘报5.74元，较前一交易日上涨1.23%。当日成交量为2778.21万手，成交金额达 15.81亿元，换手率为4.96%。 该公司属于互联网服务行业，同时涉及人脑工程、人工智能等概念领域。岩山科技是一家专注于信息技 术服务的企业，业务涵盖多个科技前沿领域。 7月31日主力资金净流入2957.49万元。近期国家医保局发布新规，支持脑机接口等医疗新技术进入临床 并收费，为人脑工程领域带来政策利好。 风险提示：股市有风险，投资需谨慎。 ...

公司回答表示：您好，感谢对公司的关注。经核实，您所述的信息不属实。 截至目前，公司未与蔚来 汽车达成相关业务合作。关于公司相关信息请以公司指定信披媒体和巨潮资讯网披露的公告为准。谢 谢。 金融界7月31日消息，有投资者在互动平台向岩山科技提问：岩山科技在2025年世界人工智能大会后有 相关合作与订单进展，其中包括2亿元的蔚来供应链订单以及多项合作协议的签署，具体如下： - 切入 蔚来供应链：岩山科技发布Yan2.0浏览版大模型后，切入了蔚来供应链，订单金额达2亿元。 请问董秘 这消息是真的吗？ ...

Core Viewpoint - The news highlights a significant rise in brain-computer interface (BCI) concept stocks, driven by new pricing mechanisms introduced by the National Healthcare Security Administration (NHSA) to support innovation in pharmaceuticals and medical devices [1] Group 1: Market Reaction - BCI-related stocks such as Innovation Medical are nearing their daily limit up, with other companies like Aipeng Medical, Sanbo Brain Science, Entropy Technology, Qisheng Technology, and Yanshan Technology also experiencing gains [1] Group 2: Policy Changes - The NHSA has established a new pricing mechanism for newly launched drugs, adding over 100 pricing items related to new medical technologies [1] - Specific pricing items for the nervous system have been introduced, including "BCI implantation fees" and "BCI adaptation fees," which will facilitate rapid clinical application and charging once BCI technology is approved for clinical use [1] - Guidelines for ear, nose, and throat (ENT) procedures now include pricing for "cochlear implant fees" and "speech device installation fees," encouraging medical institutions to assist more patients in communication [1] - Pricing items for radiation therapy have been standardized, including "proton therapy" and "heavy ion therapy," promoting the clinical application of advanced medical equipment [1]