Group 1 - The Beijing Municipal Education Commission has officially released the "Guidelines for Artificial Intelligence Education in Primary and Secondary Schools (Trial) (2025 Edition)", which mandates the implementation of AI general education in all primary and secondary schools starting from the fall semester of 2025, with no less than 8 class hours per academic year [1] - The guidelines set specific teaching objectives for different educational stages and propose diverse evaluation methods, including knowledge tests, project reports, and thematic debates, aimed at assessing students' AI application abilities, practical skills, and innovative thinking [1] - The focus varies by educational stage: elementary education emphasizes experiential courses to understand basic AI concepts; middle school focuses on cognitive courses to enhance systematic understanding and ethical awareness; high school prioritizes comprehensive and practical courses to cultivate AI literacy and innovation capabilities [1] Group 2 - The national government has placed significant emphasis on the development of AI education, with policies being introduced to systematically promote AI education in primary and secondary schools, aiming for nationwide coverage by 2030 [2] - Companies such as Shengtong Co., Ltd. (002599), iFLYTEK (002230), and DouShen Education (300010) are actively involved in the AI education sector, with Shengtong Co., Ltd. establishing a comprehensive "product + content + platform" system for youth technology education [2] - Shengtong Co., Ltd. has developed AI-related courses and platforms for youth, enhancing students' practical skills and innovative thinking [2] Group 3 - Shengtong Education Group, a subsidiary of Shengtong Co., Ltd., has partnered with Beijing Normal University to create a technology innovation education platform, continuously launching creative courses in areas such as the metaverse and AI painting [3] - iFLYTEK has introduced smart education solutions, including intelligent voice assessment and smart homework correction, while DouShen Education has launched the "DouShen AI APP" for personalized learning experiences [3] - Other provinces, such as Jiangsu and Sichuan, have also released plans to integrate AI technology into education, indicating a broader trend of AI in education across various regions [3] Group 4 - The "AI + Education" sector is entering a phase of technological benefits and ecological restructuring, with expectations for further market expansion [4]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report emphasizes the potential of AI applications in video understanding and generation, particularly through the launch of Kwai Keye-VL by Kuaishou, which showcases advanced multimodal capabilities [5] - The report suggests continued investment in the gaming sector, particularly with the recent approval of numerous domestic game licenses, indicating a favorable environment for new game launches [6] - The upcoming summer season is expected to boost consumption in various IP sectors, including games, animated films, concerts, and trendy toys, with specific recommendations for companies in these areas [6] Summary by Sections Industry Data Overview - "Delta Action" ranked first in the iOS free chart, while "Honor of Kings" topped the iOS revenue chart as of June 28, 2025 [13][17] - The film "Sauce Garden Case" achieved the highest box office for the week, grossing 1.64 billion [28] Industry News Overview - AI advancements in embodied intelligence and brain-computer interfaces are highlighted, with ongoing releases in gaming and film sectors [35] - The report notes the launch of Gemini, the first model capable of running locally on robots, enhancing task adaptability and efficiency [35] Company Recommendations - For AI video applications, key recommendations include Kuaishou-W, Shanghai Film, and Tencent Holdings, with beneficiaries like Alibaba-W and Kunlun Wanwei [5] - In the gaming sector, companies such as Xindong Company, Giant Network, and Perfect World are recommended, with beneficiaries including Youyi Time and Kingsoft [6] - For animated films, Shanghai Film is highlighted, while beneficiaries include Zhongwen Online [6] - In the concert and performance sector, Fengshang Culture is recommended, with beneficiaries like Alibaba Pictures and Maoyan Entertainment [6] - The trendy toy sector recommends Blukoo and Aofei Entertainment, with beneficiaries including Pop Mart and Quantum Song [6]

Group 1 - Beijing's 2025 college admission minimum control scores have been announced, with the ordinary undergraduate score set at 430 points and special type admissions at 519 points [1] - The distribution of scores for the 2025 college entrance examination in Beijing shows that 113 students scored above 698 points, while 11,883 students scored above 600 points [2] - A technology company in Beijing is under investigation for illegal advertising related to "college volunteer planning teacher" fast-track training, misleading potential students about job prospects [3] Group 2 - BOSS Zhipin plans to raise approximately HKD 22.613 billion through an IPO in Hong Kong, offering up to 30 million new shares at a price range of HKD 78 per share [4] - Sheng Tong Co. announced the cancellation of repurchased shares, reducing its registered capital from 538 million yuan to 533 million yuan, following the expiration of unused repurchased shares [5] - Keda Xunfei has updated its AI learning machine with three core functions and introduced a new self-developed curriculum system, enhancing its educational offerings [6] - New Oriental has established a new intelligent technology company, focusing on AI application software development and educational consulting services [7]

Group 1 - The legal opinion letter was issued by Grandall Law Firm (Tianjin) regarding the first extraordinary general meeting of shareholders of Beijing Shengtong Printing Co., Ltd. in 2025 [1][4] - The law firm confirmed that the company provided all necessary documents and materials for the issuance of the legal opinion, ensuring no concealment, false statements, or significant omissions [2][3] - The legal opinion focuses on the legality of the meeting's convening and voting procedures, as well as the qualifications of attendees and the validity of the voting results [2][10] Group 2 - The notice for the extraordinary general meeting was published on June 10, 2025, detailing the meeting's time, location, voting methods, and agenda [4][5] - The meeting was held on June 25, 2025, with both on-site and online voting conducted through the Shenzhen Stock Exchange's systems [5][6] - A total of 33.2922% of the company's shares with voting rights were represented at the meeting, with 727 shareholders participating in online voting [6][7] Group 3 - The voting results showed that 176,191,169 shares (99.3517%) were in favor of the proposals, while 815,850 shares (0.4600%) opposed, and 333,850 shares (0.1883%) abstained [9][10] - Among minority investors, 2,120,900 shares (64.8474%) supported the proposals, with 815,850 shares (24.9450%) opposing, and 333,850 shares (10.2076%) abstaining [9] - The legal opinion concluded that the meeting's procedures, qualifications of participants, and voting results complied with relevant laws and regulations, confirming the legality of the outcomes [10]

Core Viewpoint - Beijing Shengtong Printing Co., Ltd. has decided to cancel the repurchased shares and reduce its registered capital due to the expiration of unused repurchased shares, with no immediate plans for their use in employee stock incentives or holdings [1][2]. Group 1: Company Actions - The company will cancel 4,906,930 shares of A-shares that were repurchased but not utilized, leading to a reduction in registered capital [1]. - Following the cancellation, the company's total registered capital will decrease to RMB 532,679,787 [1]. Group 2: Debt Creditor Information - Creditors have the right to request debt repayment or guarantees within 30 days of receiving the notice, or within 45 days from the announcement date if they have not received a notice [2]. - Specific documentation is required for creditors to claim their debts, including proof of debt and identification documents [2].

关于注销回购股份减少注册资本暨通知债权人的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、通知债权人的原由 北京盛通印刷股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日召开第 六届董事会 2025 年第三次会议，2025 年 6 月 25 日召开 2025 年第一次临时股东 大会，审议通过了《关于注销回购股份并减少注册资本的议案》，鉴于公司已回 购但尚未使用的股份即将到期，公司短期内尚无使用回购股份用于股权激励或员 工持股的具体计划，根据公司实际情况，将注销回购股份剩余 4,906,930 股 A 股 普通股股票，并相应减少公司注册资本。具体内容详见公司刊登于《中国证券报》 《证券时报》及巨潮资讯网（www.cninfo.com.cn）的《关于注销回购股份并减少 注册资本的公告》（公告编号：2025023） 上述回购股份注销完成后将导致公司注册资本减少，公司总股本将由 537,586,717 股变更为 532,679,787 股，注册资本将由人民币 537,586,717 元减少 至人民币 532,679,787 元。 二、需债权人知 ...

国浩律师（天津）事务所 关 于 北京盛通印刷股份有限公司 国浩律师（天津）事务所 法律意见 2025 年第一次临时股东大会 之 法律意见书 地址：天津市和平区曲阜道 38 号中国人寿金融中心 28 层 邮编：300042 28/F, China Life Financial Center, No.38 Qufu Road, Heping District, Tianjin 300042, P.R. China 电话/Tel：022-85586588 传真/Fax：022-85586677 网址/Website：http://www.grandall.com.cn 2025 年 6 月 书 国浩律师（天津）事务所 关于 北京盛通印刷股份有限公司 2025 年第一次临时股东大会 之 法律意见书 国浩津（意）字[2025]第 222 号 致：北京盛通印刷股份有限公司 国浩律师（天津）事务所（以下简称"本所"）接受北京盛通印刷股份有限 公司（以下简称"贵公司"或者"公司"）的委托，指派律师出席了贵公司 2025 年第一次临时股东大会（以下简称"本次股东大会"）。现根据《中华人民共和 国公司法》（以下简称"《公司法》" ...

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。 特别提示： 证券代码：002599 证券简称：盛通股份 公告编号：2025026 1、本次股东大会无否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 北京盛通印刷股份有限公司 2025 年第一次临时股东大会会议决议公告 其中：通过现场投票的中小股东 1 人，代表股份 100 股，占公司有表决权股 份总数的 0.00001％。 通过网络投票的中小股东 727 人，代表股份 3,270,500 股，占公司有表决权 股份总数的 0.6140％。 一、会议召开和出席情况 1、公司2025年第一次临时股东大会会议于2025年6月25日下午14:30在北京 市北京经济技术开发区经海三路18号北京盛通印刷股份有限公司五楼会议室召 开。本次股东大会召集人为董事会，会议采用现场会议和网络投票相结合的方式 召开。会议主持人为董事长贾春琳先生，本次会议符合《公司法》及《公司章程》 的有关规定。 2、股东出席总体情况： 通过现场和网络投票的股东 733 人，代表股份 177,340,869 股，占公司有表 决权股份 ...

证券代码：002599 证券简称：盛通股份 公告编号：2025025 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。 一、担保情况概述 北京盛通印刷股份有限公司（以下简称"公司"）分别于 2025 年 4 月 21 日、2025 年 5 月 20 日召开第六届董事会 2025 年第一次会议、2024 年年度股东 大会，审议通过《关于 2025 年度公司及下属公司向银行申请授信并提供担保额 度预计的议案》《关于 2025 年度公司及下属公司向供应商申请授信并提供担保 额度预计的议案》。为满足公司及下属公司日常生产经营和业务发展的需要，2025 年度公司及下属公司拟向供应商申请总额度不超过 0.78 亿元的授信并提供担 保、拟向银行申请总额度不超过 7.4 亿元的授信并提供担保。上述事项的具体 内容详见公司刊登于《中国证券报》《证券时报》及巨潮资讯网（www.cninfo.com.cn） 的《关于 2025 年度公司及下属公司担保额度预计的公告》（公告编号：2025011）。 现就相关进展情况公告如下： 北京盛通印刷股份有限公司 二、担保进展情况 近日，宁波银行股 ...

截至2025年6月13日收盘，盛通股份（002599）报收于8.2元，较上周的8.44元下跌2.84%。本周，盛通 股份6月9日盘中最高价报8.86元。6月13日盘中最低价报8.16元。盛通股份当前最新总市值44.08亿元， 在包装印刷板块市值排名21/42，在两市A股市值排名3259/5150。 公司公告汇总 第六届董事会2025年第三次会议决议公告，会议审议通过了《关于注销回购股份并减少注册资本的议 案》，同意注销存放于公司回购专用证券账户的4,906,930股A股普通股股票并相应减少注册资本。注销 完成后，公司总股本将由537,586,717股变更为532,679,787股，注册资本将由人民币537,586,717元减少至 人民币532,679,787元。该议案尚需提交公司股东大会审议。会议还审议通过了《关于召开2025年第一次 临时股东大会的议案》，决定于2025年6月25日召开2025年第一次临时股东大会。 本周关注点 关于注销回购股份并减少注册资本的公告 北京盛通印刷股份有限公司于2025年6月9日召开第六届董事会2025年第三次会议，审议通过了关于注销 回购股份并减少注册资本的议案。公司将注销回 ...