Core Viewpoint - The China Securities Shenzhen Technology Innovation Theme Index has shown a mixed performance, with a recent increase of 1.14% and a year-to-date rise of 7.74%, reflecting the overall performance of listed companies in Shenzhen's technology innovation sector [1][2]. Group 1: Index Performance - The China Securities Shenzhen Technology Innovation Theme Index opened lower but closed higher, reporting a value of 7573.16 points with a trading volume of 30.092 billion yuan [1]. - Over the past month, the index has increased by 7.25%, while it has decreased by 1.84% over the last three months [1]. - The index was established on November 14, 2014, with a base point of 3000.0 [1]. Group 2: Index Composition - The top ten weighted stocks in the index include: - Huichuan Technology (7.72%) - ZTE Corporation (7.67%) - BYD (7.3%) - Xinwanda (5.25%) - Shenzhen South Circuit (5.1%) - Huitai Medical (4.46%) - Shunluo Electronics (4.02%) - New Industry (3.95%) - Pengding Holdings (3.95%) - Heertai (3.8%) [1]. - The index's holdings are primarily from the Shenzhen Stock Exchange, accounting for 84.60%, while the Shanghai Stock Exchange contributes 15.40% [1]. Group 3: Industry Breakdown - The industry composition of the index includes: - Information Technology: 35.72% - Industrial: 32.08% - Healthcare: 11.97% - Communication Services: 11.31% - Consumer Discretionary: 8.92% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted quarterly, with adjustments occurring in the second week of March, June, September, and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2].

Core Viewpoint - The controlling shareholder Liu Jianwei of Heertai (002402.SZ) has been reducing his shareholding, with significant transactions occurring between June 18 and June 27, 2025, impacting his ownership percentage and triggering regulatory disclosures [1][2][4]. Shareholding Changes - Liu Jianwei plans to reduce his holdings by up to 18,426,671 shares (not exceeding 2.00% of the total share capital) from June 6 to September 5, 2025 [1]. - As of the report date, Liu Jianwei has already reduced his holdings by 9,712,900 shares (1.0542% of the total share capital) [1]. - On June 18-20, 2025, Liu Jianwei sold 8,272,000 shares (0.8942% of total share capital), reducing his ownership from 16.0500% to 15.1558% [2]. - Following a transaction on June 27, 2025, Liu Jianwei further reduced his holdings by 1,440,900 shares (0.1558% of total share capital), bringing his total ownership down to 15.0000% [2][3]. Financial Details - The average selling price for the shares sold on June 27, 2025, was 20.36 yuan, resulting in total proceeds of approximately 29,336,724 yuan [2][3]. - After the recent transactions, Liu Jianwei holds 138,762,100 shares, with 27,405,850 shares being unrestricted and 111,356,250 shares being restricted [3][4]. Impact on Control - The reduction in shareholding will not lead to a change in the company's control or significantly impact its governance structure and ongoing operations [4].

Market Overview - On June 27, the A-share market exhibited structural differentiation, with the Shanghai Composite Index down by 0.70%, while the Shenzhen Component Index and the ChiNext Index rose by 0.34% and 0.47% respectively [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 1.58 trillion yuan, with over 3,400 stocks rising and 54 stocks hitting the daily limit [2] Sector Performance - The electronic, non-ferrous metals, and textile sectors attracted significant capital, with Tesla supply chain and military protection stocks showing particularly active performance [2] - In the electronic sector, nine stocks hit the daily limit, with notable inflows into Huaten Technology and Shenzhen Huqiang, which saw net inflows of 5.82 billion yuan and 6.40 billion yuan respectively [2] Non-Ferrous Metals - North Copper achieved a four-day limit increase, closing at 10.31 yuan with a net inflow of 2.57 billion yuan [3] - The sector saw a collective rise in small metal varieties such as zinc, tin, and molybdenum, driven by interest in Tesla's new electric vehicle concepts [3] Military and Defense - The defense sector saw significant activity, with Inner Mongolia First Machinery Group receiving a large net buy of 4.8 billion yuan, while Jihua Group also hit the daily limit [4] - The military protection theme ranked among the top gainers, supported by recent advancements in new equipment development by military enterprises [4] Communication Equipment - The communication equipment sector experienced a net inflow of 12.80 billion yuan, with Hengbao Co. hitting the daily limit at 19.15 yuan and a turnover rate of 54.38% [5] - The sector's activity is linked to the accelerated rollout of 5G-A networks by operators, indicating a potential for valuation recovery in related industries [5] Capital Flow Insights - The main sectors attracting capital included electronic components, communication equipment, and small metals, with net inflows of 19.26 billion yuan, 12.80 billion yuan, and 5.47 billion yuan respectively [5] - As the semi-annual report disclosure period approaches, sectors with strong earnings certainty, such as technology and high-end manufacturing, are likely to continue attracting investment [5]

二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程及内部规定中的任何条款，或与之相冲突。 深圳和而泰智能控制股份有限公司 简式权益变动报告书 上市公司名称：深圳和而泰智能控制股份有限公司 股票上市地点：深圳证券交易所 股票简称：和而泰 股票代码：002402 信息披露义务人：刘建伟 住所：广东省深圳市****** 通讯地址：广东省深圳市南山区高新南区科技南十路 6 号深圳航天科技创新研究 院大厦 D 座 10 楼 1010-1011 签署日期：2025 年 6 月 27 日 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司收购管理办法》 （以下简称"《收购管理办法》"）、《公开发行证券的公司信息披露内容与格式准 则第 15 号——权益变动报告书》（以下简称"《准则第 15 号》"）及相关法律、法 规编写本报告书。 三、依据《证券法》和《收购管理办法》的规定本报告书已全面披露信息披 露义务人在深圳和而泰智能控制股份有限公司（以下简称"和而泰"）中拥有权 益的股份变动 ...

证券代码：002402 证券简称：和而泰 公告编号：2025-043 深圳和而泰智能控制股份有限公司 公司于2025年5月15日披露了《关于控股股东、实际控制人及部分董事、监事及 高级管理人员减持股份的预披露公告》（公告编号：2025-039），公司控股股东、实 际控制人刘建伟先生计划在减持公告披露之日起15个交易日之后的3个月内（2025 年6月6日至2025年9月5日）以集中竞价或大宗交易的方式减持公司股份不超过 18,426,671股（占公司总股本剔除回购专用账户中股份数量后的比例不超过 2.0000%）。 2025 年 6 月 24 日，公司披露了《关于控股股东、实际控制人权益变动触及 1% 整数倍的公告》（公告编号：2025-041），刘建伟先生在 2025 年 6 月 18 日至 2025 年 6 月 20 日期间通过深圳证券交易所集中竞价交易的方式累计减持公司股份 8,272,000 股，占公司总股本的比例为 0.8942%，占剔除公司回购专用账户股份后总 股本比例为 0.8978%。本次权益变动后，刘建伟先生持有公司股份 140,203,000 股， 占公司总股本比例由 16.0500%减少至 ...

Market Overview - On June 27, the Shanghai Composite Index fell by 0.7%, while the Shenzhen Component Index rose by 0.34% and the ChiNext Index increased by 0.47% [1] - A total of 52 stocks appeared on the daily trading list, with the highest net inflow of funds into Dawi Technology (600589.SH) amounting to 264 million yuan [1][4] Stock Performance - Dawi Technology saw a closing price increase of 6.61% with a turnover rate of 28.45%, and it accounted for 7.84% of the total trading volume [1][2] - The stock with the highest net outflow was Zhongfu Industrial (600595.SH), which experienced a net sell-off of 154 million yuan, representing 15.54% of its total trading volume, despite a closing price increase of 10.05% [4][6] Institutional Activity - Among the 27 stocks on the trading list, institutions were net buyers of 17 stocks and net sellers of 10 stocks, with a total net selling amount of 1.274 billion yuan [6][12] - The stock with the highest institutional net buying was Heertai (002402.SZ), which closed up by 10% and had a turnover rate of 13.07% [7] Northbound Capital - On June 27, northbound capital participated in 14 stocks, with a total net inflow of 915 million yuan [10] - The stock with the highest net inflow from northbound capital was Xiaoshangpin City (600415.SH), with a net purchase of 806 million yuan, accounting for 16.12% of its total trading volume [10][12] Summary of Key Stocks - The stocks that saw both institutional and northbound capital net buying included Hengbao Co., Maiwei Bio, Heertai, and Jinlongyu [12][14] - Conversely, stocks like Zhuyegroup and Zhongfu Industrial were net sold by both institutions and northbound capital [12][14]

Core Insights - The artificial intelligence (AI) sector is experiencing significant growth, with the CSI Artificial Intelligence Industry Index rising by 1.31% as of June 27, 2025, and the AI ETF showing a cumulative rebound of over 18% since its low on April 9, 2025 [1][2] Group 1: Market Performance - The AI ETF (515980) has seen a 30.13% increase in net value over the past year, with the highest monthly return reaching 30.38% since its inception [2] - The AI ETF's trading volume indicates strong liquidity, with a turnover rate of 4.75% and a total transaction value of 1.70 billion yuan on the latest trading day [1] - The top ten weighted stocks in the CSI Artificial Intelligence Industry Index account for 49.9% of the index, with notable companies including Zhongke Shuguang (603019) and Han's Laser (688256) [2][4] Group 2: Investment Trends - Recent reports suggest that the CPO market is expected to grow significantly, with projections indicating a market size exceeding 1 billion USD by 2028 and surpassing 5 billion USD by 2030 [4] - Analysts from CITIC Securities highlight that system-level computing power is poised to be the next frontier in AI development, with domestic GPU companies likely to catch up to overseas products [5] - The AI sector is seen as having substantial investment value, driven by increasing demand for AI infrastructure, particularly in ASIC, storage modules, and edge innovation [5]

Group 1 - The smart medical sector is experiencing a significant upward trend, with notable stock price increases for several companies [1] - Jincheng Pharmaceutical (300233) has seen its stock rise by over 10% [1] - Heertai (002402) and Weining Health (300253) have both increased by over 9% [1] - Yaoshi Technology (300725) has experienced a stock price increase of over 5% [1] - Other companies such as Yuandong Biology and Chengdu Xian Dao are also showing upward movement [1]

证券代码：002402 证券简称：和而泰 公告编 号：2025-042 深圳和而泰智能控制股份有限公司 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。 深圳和而泰智能控制股份有限公司（以下简称"公司"）近日收到实际控制 人刘建伟先生的通知，获悉刘建伟先生所持有的公司部分股份办理了解除质押及 质押的业务，具体事项公告如下： 一、本次股份解除质押情况 是否为控股 | 股东 | 股东或第一 | | 本次解除质 | | | 占其所持 | | | 占公司总 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 押股份数量 | | | 股份比例 | | 股本比例 | | | 起始日 | | | 解 | | 除日期 | 质权人 | | | | | | | | | | | | | | | 名称 | 大股东及其 | (股) | | | | （%） | （%） | | | | | | | | | | 一致行动人 ...

| 1．基本情况 | | | --- | --- | | 信息披露义务人 | 刘建伟 | | 住所 | 广东省深圳市南山区****** | | 权益变动时间 | 2025年6月18日至2025年6月20日 | | 权益变动过程 | 刘建伟先生因偿还质押融资债务以及个人资金需求，于2025年6月18日至 2025年6月20日期间通过集中竞价交易的方式累计减持公司股份8,272,000股 ，占公司总股本的0.8942%，占剔除公司回购专用账户股份后总股本比例的 0.8978%。本次权益变动不会导致公司控制权发生变化，不会对公司的治理 | | | 结构及持续经营产生重大影响。 | | 股票简称 和而泰 | | | 股票代码 | | 002402 | | | --- | --- | --- | --- | --- | --- | --- | | 变动方向 上升□ | | 下降√ | 一致行动人 | 有□ | 无√ | | | 是否为第一大股东或实际控制人 | | | 是√ 否 □ | | | | | 2．本次权益变动情况 | | | | | | | | 股份种类（A 股、B 股等） | | 减持股数（万股） | | ...