证券代码：002236 证券简称：大华股份 公告编号：2025-056 二、交易进展 1、根据交易协议约定，受让方向公司发出书面通知，将交易协议履约主体 由挚澄合伙变更为上海挚澄科技有限公司（以下简称"挚澄有限"），并由挚澄有 限承担挚澄合伙在交易协议项下的全部权利义务。除受让方在交易中的履约主体 发生变更外，不涉及其他交易条款的调整。 挚澄有限的具体情况如下： （1）企业名称：上海挚澄科技有限公司 （2）统一社会信用代码：91310104MAEJK5BU8D （3）企业性质：有限责任公司 （4）注册地址：上海市徐汇区复兴西路57号甲1幢 （5）法定代表人：贾春浩 （6）注册资本：11,570万元 （7）经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；软件开发；企业管理；企业管理咨询；信息咨询服务（不 含许可类信息咨询服务）；信息技术咨询服务；信息系统集成服务；信息系统运 行维护服务；网络技术服务；互联网安全服务。（除依法须经批准的项目外，凭 营业执照依法自主开展经营活动） 浙江大华技术股份有限公司 关于出售控股子公司股权的进展公告 本公司及董事会全体成员保证信息披露内容的真 ...

担保额度有效期为自公司 2024 年度股东大会审议通过之日起至下一年年度 股东大会召开之日止。在有效期内，上述担保额度可在各下属子公司之间进行调 剂，但在调剂发生时，对于资产负债率超过 70%的担保对象，仅能从资产负债率 超过 70%的担保对象处获得担保额度。上述事项已经公司 2024 年度股东大会审 议通过。具体内容详见公司刊登于《证券时报》和巨潮资讯网（www.cninfo.com.cn） 的《关于为子公司提供担保的公告》（公告编号：2025-019）。 二、担保进展情况 1、公司与招商银行股份有限公司杭州分行签订了《授信协议》（编号： 571XY250609T000067），并于近期出具了《授信额度使用方式申请书》（以下 简称"申请书"），约定在《授信协议》约定的授信期间内，同意为以下名单内 的子公司所签发或承兑的电子商业承兑汇票提供保证。具体如下： | 序号 | 子公司名称 | 额度（万元） | | --- | --- | --- | | 1 | 成都大华智安信息技术服务有限公司 | 10,000 | | 2 | 郑州大华智安信息技术有限公司 | 5,000 | 证券代码：002236 证券简称：大华 ...

证券代码：002236 证券简称：大华股份 公告编号：2025-054 关于控股股东、实际控制人部分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。 浙江大华技术股份有限公司（以下简称"公司"）近日接到公司控股股东、实 际控制人傅利泉先生的通知，获悉傅利泉先生所持有本公司的部分股份质押情况 发生变更，具体事项如下： 一、股东部分股份解除质押的基本情况 浙江大华技术股份有限公司 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： 股东 名称 持股数量 （股） 持股 比例 本次质押变 动前质押股 份数量（股） 本次质押变 动后质押股 份数量（股） 占其所 持股份 比例 占公 司总 股本 比例 已质押股份情况 未质押股份情况 已质押股份 限售和冻 结、标记数 量（股） 占已质 押股份 比例 未质押股份 限售和冻结 数量（股） 占未质 押股份 比例 傅利泉 1,023,868,980 31.02% 55,700,000 28,200,000 2.75% 0.85% 0 0.00% 767,901,735 77.12% 陈爱玲 71,262, ...

Core Viewpoint - The education security market in China is experiencing significant growth, with the market size expected to exceed 25 billion yuan by 2024 and double to over 60 billion yuan by 2030, driven by government investment, parental concern, and technological advancements [1][13]. Industry Overview - Education security, also known as campus security, focuses on ensuring safety through various hardware and software solutions, including video surveillance systems, alarm systems, and access control systems [2]. - The market demand for education security can be segmented by educational stages, including higher education, primary and secondary schools, and kindergartens [2]. Policy Support - The government has introduced several policies to enhance campus safety, such as the revised "Safety Prevention Requirements for Primary and Secondary Schools and Kindergartens" in April 2022, which outlines safety measures and requirements [4][5]. - The "Guidelines for the Prevention and Handling of Student Bullying" released in March 2024 emphasizes the integration of campus surveillance systems with public security monitoring platforms [4][5]. Industry Chain - The education security industry consists of an upstream segment that includes components like chips and sensors, a midstream segment for security equipment and systems, and a downstream segment comprising schools and educational institutions as end-users [7]. Market Growth - The education security market is projected to grow at a compound annual growth rate (CAGR) of 14.8%, reaching a market size of 60 billion yuan by 2030 [1][13]. - The video surveillance equipment market within education security is expected to reach 139.62 billion yuan by 2024, with the education sector accounting for approximately 6.98 billion yuan [14]. Competitive Landscape - Major players in the education security market include Hikvision, Dahua Technology, and Hanbang High-Tech, which dominate the market due to their technological capabilities and product innovation [17][19]. - Companies like Hikvision and Dahua are focusing on integrating AI and big data into their security solutions to enhance campus safety [19][21]. Development Trends - Technological advancements in AI, big data, and IoT are driving the evolution of education security systems, leading to smarter and more efficient management [23]. - There is a growing emphasis on sustainable development in security equipment design, focusing on energy efficiency and environmental impact [24]. - The implementation of rural revitalization strategies is expected to accelerate the development of security infrastructure in rural schools, expanding the market further [26].

Core Viewpoint - The intelligent license plate recognition system is becoming an essential part of modern traffic management, significantly improving efficiency and accuracy in various applications such as highway tolls, urban traffic management, and security monitoring [1][14]. Industry Overview - The license plate recognition system utilizes advanced technology to monitor and identify vehicle license information in real-time, playing a crucial role in modern intelligent traffic management [3]. - The market size of China's license plate recognition system industry reached 1.556 billion yuan in 2023, with an expected growth to 2.398 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 7.47% [1][14]. Industry Chain - The upstream of the license plate recognition system industry includes components such as chips, sensors, displays, power supplies, and enclosures, with chips being the core component for image processing [8]. - The downstream applications encompass traffic management, vehicle monitoring, and parking management, highlighting the system's versatility in various sectors [8]. Competitive Landscape - The license plate recognition system industry is characterized by low concentration, with numerous small-scale enterprises. Major players include Hikvision, Dahua Technology, and Jieshun Technology, each leveraging their strengths in video monitoring and parking management [16][17]. Development Trends - Multi-modal recognition is identified as a future trend, integrating various sensors and data sources for enhanced vehicle identification and monitoring [21]. - Product differentiation is crucial for competitive advantage, necessitating improvements in service quality, functionality, and customization to meet diverse customer needs [22]. - Increased emphasis on data security and privacy protection is anticipated, driven by regulations such as the Personal Information Protection Law in China, requiring companies to adopt advanced data management practices [24].

Group 1 - The company Zhejiang Dahua Technology Co., Ltd. has approved a share repurchase plan using its own funds, with a total repurchase amount not less than RMB 300 million and not exceeding RMB 500 million [1][2] - As of May 31, 2025, the company has repurchased 6,427,200 shares, accounting for 0.19% of the total share capital, with a total transaction amount of approximately RMB 99.99 million [1][2] - The highest transaction price during the repurchase was RMB 15.71 per share, while the lowest was RMB 15.21 per share [1][2] Group 2 - The repurchase is in compliance with relevant laws and regulations, and the company will continue to implement the repurchase plan based on market conditions [2] - The company will disclose the progress of the share repurchase in accordance with regulatory requirements, specifically within the first three trading days of each month [1][2]

关于回购公司股份的进展公告 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。 浙江大华技术股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日、20 25 年 4 月 21 日召开第八届董事会第十二次会议、2024 年度股东大会，审议通 过了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交 易的方式回购公司部分股份，用于依法注销减少注册资本，回购资金总额不低 于人民币 3 亿元（含）且不超过人民币 5 亿元（含），回购价格不超过人民币 27.26 元/股（含）。回购股份实施期限为自股东大会审议通过本次回购方案之 日起 12 个月内。具体内容详见公司于 2025 年 4 月 9 日在巨潮资讯网（http://w ww.cninfo.com.cn）披露的《关于回购公司股份方案的公告》。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引 第 9 号—回购股份》等相关规定，上市公司在回购股份期间，应当在每个月的 前三个交易日内披露截至上月末的回购进展情况。现将公司回购进展情况公告 如下： 一、回购公司股份的进展情况 证券代码： ...

证券代码：002236 证券简称：大华股份 公告编号：2025-052 浙江大华技术股份有限公司 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： 股东 名称 持股数量 （股） 持股 比例 本次质押变 动前质押股 份数量 （股） 本次质押变 动后质押股 份数量 （股） 占其所 持股份 比例 占公 司总 股本 比例 已质押股份情况 未质押股份情况 已质押股份 限售和冻 结、标记数 量（股） 占已质 押股份 比例 未质押股份 限售和冻结 数量（股） 占未质 押股份 比例 傅利泉 1,023,868,980 31.02% 55,700,000 55,700,000 5.44% 1.69% 27,500,000 49.37% 740,401,735 76.47% 陈爱玲 71,262,813 2.16% 31,800,000 0 0.00% 0.00% 0 0% 53,447,110 75.00% 陈建峰 3,609,210 0.11% 0 0 0.00% 0.00% 0 0% 225,330 6.24% 来利金 107,860 0.00% 0 0 0.00% 0.00% 0 0% 7,380 6.84% ...

Group 1 - The theme of the National Science Workers' Day on May 30 is "Determined to Innovate and Build a Strong Technological Nation," highlighting the supportive policies for technology workers in Hangzhou, Zhejiang [2] - Zhejiang Dahua Technology Co., Ltd. employs over 23,000 people, with more than 50% being R&D personnel, investing approximately 10% of its sales revenue into R&D annually [4] - The achievements in artificial intelligence, robotics, and domestic gaming are attributed to the supportive policies for technology enterprises and talent in Hangzhou [6] Group 2 - The "Hangzhou Six Little Dragons" represent cutting-edge technology industries characterized by high investment, long cycles, and uncertain future returns [8] - Hangzhou is enhancing its state-owned venture capital fund performance evaluation system and exploring a due diligence exemption mechanism to support long-term investments in technology [8] - By 2025, Hangzhou aims for an annual growth of over 15% in municipal fiscal science and technology investment, with 15% of new fiscal resources allocated to technology [8] Group 3 - Hangzhou has transformed from a historical commercial hub to the "National Digital Economy First City," driven by innovation ecosystems and institutional reforms [9]

Group 1 - The Indian government has implemented a policy requiring all network surveillance devices sold in India to undergo mandatory certification through government laboratories, citing "preventing potential espionage" as the reason [1] - Major brands affected by this policy include Hikvision, Dahua, Xiaomi, and others, with the policy taking effect from April 9 [1] - The new regulations require companies to submit hardware, software, and source code for review, and allow Indian officials to conduct cybersecurity audits on overseas factories [1] Group 2 - As of May 28, there are 342 applications pending approval, with only 35 certifications completed, and only one foreign company (non-Chinese) has passed the certification [1] - The policy has led to significant financial impacts, with CP Plus experiencing a 50% decline in retail sales due to certification delays [2] - Despite India's push for local alternatives, Hikvision and Dahua together hold a 30% market share in India's surveillance equipment market, with 80% of components sourced from China [2]