证券代码：002195 证券简称：岩山科技 公告编号：2025-037 上海岩山科技股份有限公司 第九届董事会第一次会议决议公告 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。 上海岩山科技股份有限公司（以下简称"公司"）第九届董事会第一次会议于 2025 年 6 月 24 日以现场及通讯表决相结合的方式在上海市浦东新区环科路 1455 号模力社区 T1 公司会议室召开，为保证公司新一届董事会工作的正常进行，经全 体董事一致同意豁免会议通知时限要求，会议通知于公司 2024 年度股东大会选举 产生第九届董事会后，以现场通知或通讯方式送达全体董事。会议应参加审议董事 9 人，实际参加审议董事 9 人，其中独立董事郑中巧先生以通讯方式出席会议并参 与表决，独立董事杨帆先生因工作原因未能亲自出席本次会议，委托独立董事蒋薇 女士代为出席会议并行使表决权。公司高级管理人员列席了会议。本次董事会由全 体董事推举叶可先生召集并主持，会议的召集、召开程序符合《中华人民共和国公 司法》（以下简称"《公司法》"）和《公司章程》的有关规定，会议合法有效。 全体出席董事审议并通过了 ...

证券代码：002195 证券简称：岩山科技 公告编号：2025-033 上海岩山科技股份有限公司 关于回购部分社会公众股份并注销事项股东大会股权登记日 前十名股东及前十名无限售条件股东持股情况的公告 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。 上海岩山科技股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日召开 的第八届董事会第二十次会议、第八届监事会第十六次会议审议通过了《关于回购 部分社会公众股份并注销方案的议案》，公司拟使用自有资金和/或自筹资金（含银 行回购专项贷款等）以集中竞价交易方式回购公司部分社会公众股份，本次回购的 股份将用于减少公司注册资本，并自回购完成之日起十日内注销。本次回购事项尚 需股东大会审议。具体内容详见公司于 2025 年 6 月 3 日在《中国证券报》《上海 证券报》 《证券日报》 《证券时报》及巨潮资讯网（http://www.cninfo.com.cn）披露 的相关公告。 根据《中华人民共和国公司法》 《中华人民共和国证券法》 《上市公司股份回购 规则》 《深圳证券交易所股票上市规则》 《深圳证券交易所上 ...

证券代码：002195 证券简称：岩山科技 公告编号：2025-033 上海岩山科技股份有限公司 关于回购部分社会公众股份并注销事项股东大会股权登记日 前十名股东及前十名无限售条件股东持股情况的公告 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。 上海岩山科技股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日召开 的第八届董事会第二十次会议、第八届监事会第十六次会议审议通过了《关于回购 部分社会公众股份并注销方案的议案》，公司拟使用自有资金和/或自筹资金（含银 行回购专项贷款等）以集中竞价交易方式回购公司部分社会公众股份，本次回购的 股份将用于减少公司注册资本，并自回购完成之日起十日内注销。本次回购事项尚 需股东大会审议。具体内容详见公司于 2025 年 6 月 3 日在《中国证券报》《上海 证券报》《证券日报》《证券时报》及巨潮资讯网（http://www.cninfo.com.cn）披露 的相关公告。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股份回购 规则》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 ...

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of June 20, 2025, highlighting their respective valuations in billions of dollars [1]. Group 1: Market Capitalization Rankings - The top three companies by market capitalization are: 1. Alibaba: $1,000.00 billion 2. Tencent: $900.00 billion 3. Baidu: $290.62 billion [3][4]. - Other notable companies in the top 10 include: - Kuaishou: $308.94 billion - Semiconductor Manufacturing International Corporation (SMIC): $403.59 billion - JD.com: $459.34 billion [3][4]. Group 2: Additional Rankings - Companies ranked from 11 to 20 include: - Ideal Automotive: $282.81 billion - Beike: $217.69 billion - Xpeng Motors: $177.13 billion [3][4]. - The rankings continue with companies like: - New Oriental: $76.78 billion - Vipshop: $75.79 billion - Kingsoft: $70.42 billion [4][5]. Group 3: Valuation Trends - The article indicates a competitive landscape among Chinese tech firms, with significant valuations reflecting their market positions and growth potential [1]. - The data is based on the latest exchange rates, converting values from Hong Kong dollars to US dollars [5].

Group 1 - The core viewpoint of the news highlights a significant outflow of capital from the pharmaceutical sector, exceeding 3.1 billion yuan, while other sectors like defense, banking, and electronics saw inflows [1][2]. - The defense and military sector led the capital inflow with 1.574 billion yuan, followed by the banking sector with 972 million yuan and the electronics sector with 682 million yuan [2]. - The pharmaceutical sector experienced the largest capital outflow, with a net outflow of 3.114 billion yuan, followed by the computer sector with 3.048 billion yuan and the machinery equipment sector with 2.052 billion yuan [2]. Group 2 - The top ten stocks with the highest net inflow included Zhongchao Holdings, which saw an inflow of 566 million yuan, and Jiangxi Zhaojin with 304 million yuan [3]. - The stocks with the highest net outflow were led by Rongfa Nuclear Power, which had an outflow of 584 million yuan, followed by Lakala with 491 million yuan [4]. - The net inflow rates for the top stocks varied, with Zhongchao Holdings at 35.85% and Rongfa Nuclear Power at -19.07% [3][4].

Group 1 - The short drama game concept declined by 1.67%, ranking among the top declines in the concept sector, with companies like Yuanlong Yatu, Chuanwang Media, and Yue Media experiencing significant drops [1][2] - Among the short drama game concept stocks, 8 stocks saw price increases, with Yanshan Technology, Feike Electric, and Perfect World leading the gains at 7.49%, 0.63%, and 0.52% respectively [1][4] - The short drama game concept experienced a net outflow of 1.695 billion yuan in main funds, with 45 stocks seeing net outflows, and 5 stocks exceeding 100 million yuan in outflows, led by Yuanlong Yatu with a net outflow of 437 million yuan [2][3] Group 2 - The top gainers in the concept sector included brain-computer interface at 6.63%, combustible ice at 3.34%, and shale gas at 2.48%, while the short drama game concept was among the top decliners [2] - The main funds saw inflows into stocks like Yanshan Technology, Perfect World, and Mango Super Media, with net inflows of 380 million yuan, 33.44 million yuan, and 14.70 million yuan respectively [2][4] - The short drama game concept's outflow list included Yuanlong Yatu, with a decline of 8.32% and a turnover rate of 41.62%, followed by other companies like Zhongwen Online and Yaowang Technology [3][4]

Group 1 - The core viewpoint of the news is the performance of the CSI 500 Communication Services Index, which shows a recent increase of 6.57% over the past month, a decrease of 6.16% over the past three months, and an increase of 9.73% year-to-date [2] - The CSI 500 Communication Services Index is composed of various industry companies classified into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [2] - The top ten weighted stocks in the CSI 500 Communication Services Index include Light Media (6.7%), Kaiying Network (6.3%), Yanshan Technology (6.27%), Hengtong Optic-Electric (6.18%), Giant Network (5.86%), Haige Communication (5.42%), Wangsu Technology (5.2%), BlueFocus Communication Group (4.9%), Shenzhou Taiyue (4.64%), and Guangxun Technology (4.47%) [2] Group 2 - The market share of the CSI 500 Communication Services Index is dominated by the Shenzhen Stock Exchange at 65.69%, while the Shanghai Stock Exchange accounts for 34.31% [2] - The industry composition of the CSI 500 Communication Services Index shows that cultural entertainment accounts for 45.44%, communication equipment for 31.52%, data centers for 9.58%, digital media for 8.56%, and marketing and advertising for 4.90% [2] - The index sample is adjusted every six months, with adjustments implemented on the next trading day following the second Friday of June and December [3]

Core Viewpoint - A total of 11 listed companies announced share buybacks or increases in shareholdings this week, with notable commitments for special loans to facilitate these actions [1][2]. Group 1: Companies Announcing Buybacks - Longbai Group plans to repurchase shares worth between 500 million to 1 billion yuan, with loans not exceeding 900 million yuan [2]. - BOE Technology Group received a commitment for an 1.8 billion yuan special loan for stock repurchase [1][2]. - Changhong Meiling obtained a commitment letter for a special loan not exceeding 270 million yuan for stock repurchase [2]. - Shandong Road and Bridge received a commitment letter for a special loan not exceeding 90 million yuan for stock repurchase [2]. - Jianghan New Materials obtained a commitment letter for a special loan not exceeding 360 million yuan for stock repurchase [2]. - Maiwei Bio's chairman proposed a buyback using 25 million to 50 million yuan of self-owned funds and/or a special loan [2]. - Jiahua Energy received a commitment letter for a special loan not exceeding 540 million yuan for stock repurchase [2]. - Goodway plans to repurchase shares worth between 100 million to 150 million yuan and has obtained a loan commitment from CITIC Bank [2]. - Yanshan Technology plans to repurchase shares worth between 40 million to 60 million yuan, with loans not exceeding 50 million yuan [2]. Group 2: Companies Announcing Shareholding Increases - Xinhua Medical's controlling shareholder obtained a commitment for a special loan not exceeding 180 million yuan for shareholding increase [2]. - Hainan Development's controlling shareholder, Hainan Holdings, received a commitment for a special loan not exceeding 153 million yuan for shareholding increase [2].

证券代码：002195 证券简称：岩山科技 公告编号：2025-032 上海岩山科技股份有限公司 关于使用闲置自有资金进行投资理财的进展公告 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、误导性陈述或者重大遗漏。 一、购买理财产品的基本情况 上海岩山科技股份有限公司（以下简称"公司"）于2025年4月18日召开第 八届董事会第十九次会议、第八届监事会第十五次会议，分别审议通过了《关于 使用闲置自有资金购买理财产品的议案》，同意公司（含控股子公司）使用不超 过（含）人民币48亿元的闲置自有资金进行委托理财，有效期自2025年4月22日 起的12个月内，在有效期内该等资金额度可滚动使用。详见公司于2025年4月22 日刊登在《中国证券报》《上海证券报》《证券日报》《证券时报》和巨潮资讯 网（www.cninfo.com.cn）的相关公告。 序 号 购买主体 （公司或控 股子公司） 受托人 名称 是否 关联 交易 产品类 型 产品名称 委托理财金 额（人民币 万元） 资金 来源 起始 日期 预计 终止 日期 预计年 化收益 率 1 公司 华泰柏瑞 基金管理 有限公司 否 非保本 浮动收 ...

Group 1: Brain-Computer Interface (BCI) Business - The company's BCI team consists of approximately 40 members, successfully implementing non-invasive BCI technology in the game "Black Myth: Wukong" using Steady State Visually Evoked Potential (SSVEP) principles [2] - The BCI system demonstrates advanced neural decoding capabilities, allowing precise control without traditional peripherals, achieving performance that matches or exceeds invasive interfaces [2] - Future applications of this technology include aerospace, smart home, medical rehabilitation, and gaming industries [2][3] Group 2: AIGC Team and Revenue Generation - The AIGC subsidiary, consisting of over 70 members, has begun generating revenue by providing localized applications and deployments to enterprise clients in 2024 [4] - The self-developed Yan architecture model, which is the first domestic model not based on Transformer or Attention mechanisms, offers competitive advantages in privacy, security, low latency, reliability, and cost [4] - Specific applications of the Yan model include industrial inspections, smart factories, public security patrols, traffic monitoring, and various consumer devices [4] Group 3: Internet Business Performance - The internet business revenue for 2024 is projected to grow by 15.33% compared to 2023, driven by increased user engagement with tools like 2345 Weather Forecast and new business developments [5] - The gross profit for the internet business in 2024 is estimated at 198.46 million yuan, with a decline in gross margin attributed to increased promotional expenses [5] - Positive growth trends are observed in paid tools for both PC and mobile platforms, indicating potential for further market expansion [5] Group 4: Smart Driving Business - The smart driving business is expected to achieve over 70 million yuan in revenue for 2024, with key clients including major domestic automotive manufacturers such as SAIC, Chery, and Jiangling Ford [6] - The company holds a 28.31% stake in Nullmax (Cayman) and plans to enhance control through capital increases and acquisitions [6] Group 5: Future Plans and Capital Operations - Currently, the company has no plans for mergers or capital operations but will adhere to legal and regulatory requirements if such activities arise in the future [6]