易方达供给改革混合（002910）基金经理为杨宗昌。 截至发稿，杨宗昌累计任职时间6年310天，现任基金资产总规模36.11亿元，任职期间最佳基金回报 382.45%， 任职期间最差基金回报-17%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月24日，焦点科技跌5.01%，截至发稿，报45.35元/股，成交2.31亿元，换手率2.49%，总市值143.87亿 元。 资料显示，焦点科技股份有限公司位于江苏省南京市江北新区丽景路7号，成立日期1996年1月9日，上 市日期2009年12月9日，公司主营业务涉及全链路外贸服务综合平台、跨境B2B电子商务平台、互联网 保险代理电子商务平台以及与各平台业务相关联的综合服务。主营业务收入构成为：网络信息技术服务 81.01%，认证供应商服务6.53%，保险佣金5.36%，代理销售收入2.46%，商品销售1.16%，其他(补 充)1.02%，支付业务0.67%，咨询服 ...

Group 1 - The company announced that its board member and CFO Gu Jun, board member and secretary Chi Mengjie, and senior vice president Cheng Junjie plan to reduce their holdings of company shares between March 17, 2026, and June 16, 2026 [1] - The planned share reductions include a maximum of 56,250 shares (not exceeding 0.0177% of the total share capital) by Gu Jun, 42,187 shares (not exceeding 0.0133% of the total share capital) by Chi Mengjie, and 45,323 shares (not exceeding 0.0143% of the total share capital) by Cheng Junjie [1]

Group 1 - The financial director of the company, Gu Jun, plans to reduce his holdings by up to approximately 5.63 thousand shares, representing 0.0177% of the total share capital, within three months starting from March 17, 2026 [1] - The company secretary and director, Chi Mengjie, intends to sell up to approximately 4.22 thousand shares, accounting for 0.0133% of the total share capital, during the same period [1] - The senior vice president, Cheng Junjie, plans to decrease his holdings by up to approximately 4.53 thousand shares, which is 0.0143% of the total share capital, within the specified timeframe [1] Group 2 - Jianghuai has attracted investments from Ge Weidong and Fang Wenyuan, each contributing 1 billion yuan, leading to a significant increase in the company's stock price [2] - Historical analysis shows that retail investors participating in private placements have experienced both gains and losses [2]

证券代码：002315 证券简称：焦点科技 公告编号：2026—005 焦点科技股份有限公司 关于公司部分董事、高级管理人员减持股份预披露公告 公司董事兼财务总监顾军先生、董事兼董事会秘书迟梦洁女士、高级副 总裁成俊杰先生保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 特别提示：持有焦点科技股份有限公司（以下简称"公司"）股份 225,000 股（占 公司总股本比例 0.0709%）的财务总监顾军先生计划在本公告披露之日起十五个交易日 后的 3 个月内（自 2026 年 3 月 17 日至 2026 年 6 月 16 日），以集中竞价方式/大宗交 易方式减持本公司股份不超过 56,250 股（占公司总股本比例 0.0177%）。 持有公司股份 168,750 股（占公司总股本比例 0.0532%）的董事兼董事会秘书迟梦 洁女士计划在本公告披露之日起十五个交易日后的 3 个月内（自 2026 年 3 月 17 日至 2026 年 6 月 16 日），以集中竞价方式/大宗交易方式减持本公司股份不超过 42,1 ...

Investment Rating - The report indicates a positive investment outlook for Focus Technology, with a projected revenue growth of 15.06% for 2025, marking the first double-digit growth in four years [2][18]. Core Insights - Focus Technology is positioned as a significant player in China's B2B e-commerce sector, having established its core platform, Made-in-China.com, in 1998, three years before Alibaba [6]. - The company has diversified its offerings over the years, introducing various products and services, including AI-driven solutions to enhance operational efficiency for foreign trade enterprises [7][19]. - The B2B segment remains the primary revenue driver, contributing over 80% of total revenue, with a notable 18.99% year-on-year growth in the first half of 2026 [11]. Revenue and Profitability - For 2025, total revenue is expected to reach 19.20 billion, with a net profit of 5.04 billion, reflecting a year-on-year increase of 11.73% [2]. - The overall gross margin is approximately 80%, indicating strong profitability, with net profit growth projected at 24.10% when excluding stock incentive expenses [19]. Membership Growth - As of the end of 2025, the number of paid members for Made-in-China.com is expected to reach 29,793, an increase of 8.7% year-on-year [15]. - The introduction of AI services has contributed to membership growth, with 18,494 members having purchased the AI service [15][19]. AI Integration - The launch of AI-driven services, such as AI Mai Ke and Sourcing AI 1.0, has been pivotal in enhancing user engagement and operational efficiency, thereby driving revenue growth [10][8]. - AI services have shown a remarkable growth rate of 92.40% year-on-year, highlighting the increasing reliance on technology in the B2B sector [12].

Core Viewpoint - The company, Focus Technology (002315.SZ), is expected to achieve a total revenue of 1.92 billion in 2025, representing a year-on-year growth of 15.06%, marking the first double-digit growth in four years [4][15]. Revenue and Profitability - The projected net profit attributable to shareholders for 2025 is 504 million, with a year-on-year increase of 11.73% [4]. - The company's profitability is notable, generating 500 million net profit from less than 2 billion in revenue, indicating strong profit margins [6]. Business Evolution - Focus Technology, established in 1996, has evolved alongside China's B2B e-commerce landscape, transitioning from information display to comprehensive service and intelligent solutions [7]. - The core platform, Made-in-China.com, launched in 1998, has been pivotal in providing foreign trade information services [7]. AI Integration - The introduction of AI-driven services, such as AI Mai Ke, has significantly enhanced operational efficiency for sellers, contributing to the company's revenue growth [9][16]. - In the first half of 2026, B2B revenue reached 829 million, a year-on-year increase of 18.99%, with over 80% of total revenue coming from this segment [9]. Membership Growth - As of the end of 2025, the number of paid members for Made-in-China.com is projected to reach 29,793, an increase of 2,378 members or 8.7% year-on-year [12]. - The company has seen a compound annual growth rate of approximately 6.3% in membership from 2020 to 2025 [13]. Revenue Breakdown - The revenue from the B2B segment was 829 million, accounting for 90.59% of total revenue, while the insurance segment saw a decline of 11.61% [10]. - The AI business revenue grew by 92.40% year-on-year, indicating strong demand for AI services [10]. Financial Health - The company maintains a healthy balance sheet with minimal interest-bearing debt, reflecting strong financial stability [18].

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

Company Announcements - Tongde Chemical's assets in Beijing have been frozen due to a financing lease contract dispute with Zhejiang Zhiyin Financial Leasing Co., Ltd. The company is in communication to resolve the issue while maintaining normal operations [3] - Jindi Co. plans to acquire 100% equity of Guangzhou Yuni Precision Co., Ltd. for 116 million yuan, focusing on precision stamping products for automotive applications [4] - XWANDA's subsidiary reached a settlement in a lawsuit involving 2.314 billion yuan, with an expected impact on the company's net profit of 500 million to 800 million yuan for 2025 [5] - Wantong Expressway intends to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway, with construction expected to start in 2026 [6] - ZTE Corporation plans to invest 200 million yuan in the Guangdong-Hong Kong-Macao Greater Bay Area Venture Capital Fund, which focuses on technology and manufacturing sectors [7] - Fawer Automotive Components has completed the relocation of its Chongqing factory, which will enhance production capacity to 4 million shock absorbers annually [8] - YHLO has been investigated by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations remain normal [9] - Crystal Integrated plans to invest 2 billion yuan to acquire 100% equity of Anhui Jingyi Integrated Circuit Co., Ltd., focusing on advanced semiconductor manufacturing [10] - Dongtian Micro plans to invest 400 million yuan in a global R&D center and manufacturing headquarters in Dongguan [11] Performance Reports - New Hope reported a January sales revenue of 1.628 billion yuan from 1.1218 million pigs, a year-on-year decline of 10.03% [13] - Tianbang Foods achieved a January sales revenue of 674 million yuan from 682,000 pigs, with a year-on-year increase of 9.93% [14] - Guoji General reported a net profit of 58.5157 million yuan for 2025, a year-on-year increase of 45.71% [15] - Zhongtong Bus sold 1,231 vehicles in January, marking a year-on-year growth of 35.72% [16] - Kunming Pharmaceutical Group reported a net profit of 350 million yuan for 2025, a year-on-year decline of 46% [17] - Focus Technology achieved a net profit of 504 million yuan for 2025, a year-on-year increase of 11.73% [18] - China Shipbuilding Special Gas reported a net profit of 347 million yuan for 2025, a year-on-year increase of 12.92% [20] Shareholding Changes - Lushan New Materials' controlling shareholder plans to reduce its stake by up to 3% [22] - Zhongji United's two directors plan to reduce their holdings by up to 0.91% [23] - Dajia Weikang's controlling shareholder plans to reduce its stake by up to 3% [24] - Hu Silicon Industry's National Integrated Circuit Industry Investment Fund plans to reduce its stake by up to 3% [25] Major Contracts - Chuangyuan Technology's subsidiary is a recommended candidate for a National Grid project with a pre-bid amount of 94.7672 million yuan [27]

Core Viewpoint - The company reported a stable growth in its annual performance for 2025, with significant increases in revenue and net profit, indicating a positive financial trajectory [1] Financial Performance - The total operating revenue reached 1.92 billion yuan, representing a year-on-year growth of 15.06% [1] - The net profit attributable to shareholders was 504 million yuan, showing a year-on-year increase of 11.73% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 492 million yuan, reflecting a year-on-year growth of 12.49% [1] - The basic earnings per share stood at 1.5891 yuan [1] Business Segment Performance - The main business segment, Made-in-China.com, maintained steady revenue growth, providing stable support for the company's overall performance [1]

Core Insights - The company, Focus Technology (002315.SZ), reported a total revenue of 1.92 billion yuan for the fiscal year 2025, reflecting a year-on-year growth of 15.06% [1] - The net profit attributable to shareholders reached 504 million yuan, marking an increase of 11.73% compared to the previous year [1] Business Performance - Focus Technology is enhancing its B2B cross-border e-commerce platform's comprehensive service capabilities, focusing on diversified market expansion and AI technology empowerment [1] - As of December 31, 2025, the number of paid members on China Manufacturing Network reached 29,793, an increase of 2,378 members year-on-year [1] - The cumulative number of members who have purchased AI Maike reached 18,494, excluding trial experience package customers [1] - The cash revenue from AI Maike in 2025 was 90.83 million yuan, showing a significant growth of 88.49% year-on-year [1]