Group 1 - On August 1, Dragon Flag Technology had a financing buy-in amount of 0.25 billion yuan, ranking 634th in the two markets [1] - The financing repayment amount for the same day was 1.29 billion yuan, resulting in a net sell-out of 104.05 million yuan [1] - Over the last three trading days, from July 30 to August 1, Dragon Flag Technology received financing buy-ins of 0.24 billion yuan, 0.22 billion yuan, and 0.25 billion yuan respectively [1] Group 2 - On the same day, the company had a bond sell-out of 0.00 thousand shares, with a net buy-in of 0.04 thousand shares [1]

许多企业在出海过程中面临跨境合规、本地化运营等"隐形礁石"，因此出海早已不是一家企业的单打独 斗，而是与"朋友圈"实现共赢的探索之路，选择借力不同领域的专业服务机构，已经成为出海企业的一 种共识。 但是企业如何筛选可靠专业的服务机构？不同市场的基础设施和商业成熟度均不相同，适合企业发展的 市场具体在哪，复杂的合规流程怎么走，如何借助数字化工具提高出海成功率和效率……为帮助出海企 业找到这些问题的答案，浙企出海特别对话了博彦科技生态发展总监李雪辉，围绕博彦科技过往服务出 海企业的实战经验，探讨企业出海面临的跨境合规、本地化运营、服务协同与成本、市场选择等核心痛 点问题。 博彦科技的出海服务可追溯至2001 年为某跨国公司提供中国市场适配服务，到 2015 年收购美国 PDL 公司完善北美布局，再到 2023 年组建专业咨询团队，博彦科技逐渐积累起海外市场服务经验，并形成 了一套涵盖金融科技、数字农业和智慧能源等领域的标准化解决方案。目前，博彦科技海外业务涵盖出 海咨询、技术交付、本地化运营等多个方面，重点聚焦美洲、日本、东南亚三大市场探索出海商业模 式。 「以下是浙企出海与博彦科技生态发展总监李雪辉的对话」 1 ...

Core Viewpoint - The performance of financial IT companies, including博彦科技, has been under pressure due to the contraction of IT budgets in financial institutions, but博彦科技 may be approaching a turning point with significant expected profit growth in the first half of 2025 [1][2]. Group 1: Company Performance -博彦科技 expects a net profit of 112 million to 131 million yuan for the first half of 2025, representing a year-on-year increase of 50% to 75% [1]. - The company’s non-recurring net profit is projected to be between 96.96 million and 111 million yuan, reflecting a growth of 41.13% to 61.01% [1]. - The fluctuation of the yen against the yuan has positively impacted the company's profits, raising questions about the sustainability of this growth [1][5]. Group 2: Financial Metrics -博彦科技's total revenue increased from 5.532 billion yuan in 2021 to 6.899 billion yuan in 2024, while net profit decreased from 404 million yuan to 124 million yuan during the same period [2]. - The company's gross margin fell from 26.16% to 24.05% between 2021 and 2024 [2]. - R&D expenses were 316 million yuan in 2024, slightly lower than the previous two years, while labor costs have increased significantly, comprising 91.26% of total costs by 2024 [4]. Group 3: Market Position and Competition -博彦科技 ranks 16th in the banking IT solutions market, with notable positions in mobile banking and open banking solutions [6]. - The overall market for banking IT solutions in China is projected to grow from 69.296 billion yuan in 2023 to 102.17 billion yuan by 2028, with a compound annual growth rate of 8.1% [6]. - Despite improvements in ranking, the competitive landscape remains challenging, with multiple competitors vying for the same projects [7]. Group 4: Strategic Initiatives -博彦科技 is exploring new growth avenues in smart agriculture and cross-border finance, with a total contract amount of 810 million yuan signed in 2024 [9]. - The company has initiated the "Ohsaki Innovation Laboratory" in Japan, focusing on advanced technologies such as AI and quantum computing [10]. -博彦科技 aims to leverage its expertise in AI and expand into Southeast Asia and Hong Kong markets [10].

Summary of Key Points Core Viewpoint - The announcement details the completion of a share reduction plan by certain directors and senior management of Boyan Technology Co., Ltd., including the number of shares sold and the impact on their holdings [1][2]. Group 1: Share Reduction Details - The total number of shares reduced by the directors and senior management amounts to 30,000 shares, representing 0.0051% of the total share capital [1]. - Specific reductions include: - Wang Lina sold 7,500 shares at an average price of 14.42 yuan per share on June 25, 2025 [1]. - Wang Wei sold 7,500 shares at an average price of 14.52 yuan per share on June 27, 2025 [1]. - Yan Yuguang sold 15,000 shares at an average price of 14.56 yuan per share on July 23, 2025 [1]. - Other directors, Wu Di and Li Quanyou, did not sell any shares during this period [1]. Group 2: Shareholding Status Before and After Reduction - Before the reduction, the total shares held by the directors and senior management were 30,000 shares, which decreased to 22,500 shares after the reduction [1]. - Wang Lina's holdings decreased from 30,000 shares (0.0051%) to 22,500 shares (0.0038%) [1]. - Wang Wei's holdings decreased from 75,000 shares (0.0128%) to 60,000 shares (0.0103%) [1]. - Yan Yuguang's holdings remained at 15,900 shares (0.0027%) before and after the reduction [1]. Group 3: Compliance and Regulations - The share reduction plan was implemented in accordance with relevant laws and regulations, including the Securities Law and the Shenzhen Stock Exchange rules [2]. - The directors and senior management adhered to the pre-disclosed reduction plan, confirming that the execution of the plan was consistent with prior disclosures [2].

股票简称：博彦科技 股票代码：002649 编号：2025-021 博彦科技股份有限公司 关于部分董事、高级管理人员减持计划期限届满 及实施结果的公告 信息披露义务人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。 （一）股东减持股份情况 | 股东名称 | 减持方式 | | | 减持日期 | | | 减持均价 | 减持数量 | 占总股本 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | （元/股） | （股） | 比例 | | 王丽娜 | 集中竞价交易 | 2025 | 年 | 6 月 | 25 | 日 | 14.42 | 7,500 | 0.0013% | | 王威 | 集中竞价交易 | 2025 | 年 | 6 月 | 27 | 日 | 14.52 | 7,500 | 0.0013% | | 燕玉光 | 集中竞价交易 | 2025 | 年 | 月 7 | 23 | 日 | 14.56 | 15,000 | 0.0026% | | 吴笛 | 集中竞价交易 | | | ...

Core Viewpoint - Beyondsoft Technology, while not a star company in China's tech industry, has grown from a small firm to a global IT service provider with over 30,000 employees since its establishment in 1995, paralleling the rise of the Chinese internet [1] Development History - The history of Beyondsoft reflects the evolution of China's IT service industry from learning and imitation to exporting experience [2] - The company's globalization journey began in 2002 when co-founder Zhang Rongjun was sent to the U.S. with a mere $20,000 to explore the market [2][3] Company Name and Philosophy - The name "博彦" symbolizes a gathering of talent, while "Beyondsoft" reflects the ambition to excel in software [4] - The early decision to focus on IT services over multimedia software was crucial for avoiding cash flow risks and establishing a core business model [5] Early Challenges and Successes - Beyondsoft faced significant challenges, including project management and client expectations, which were overcome through dedication and teamwork [6][7] - The first major client, Fisher-Price, was acquired through participation in a trade show, showcasing the company's commitment and technical expertise [8][9] Talent Acquisition and Development - The company recognized the critical need for talent and invested heavily in recruitment, attracting 45 graduates through a large-scale campus recruitment campaign in 2001 [10][11] - Beyondsoft developed a systematic talent cultivation model that was later expanded internationally, creating a diverse workforce capable of engaging with global clients [12] Globalization and Cultural Management - The company adopted a hybrid operational model to manage cross-cultural differences, leveraging the strengths of both Chinese and American employees [13] - Beyondsoft's experience in international markets has equipped it with unique capabilities to support other Chinese companies in their globalization efforts [12][13] Future Directions - Beyondsoft is transitioning from being a learner of global rules to a participant in defining new ones, emphasizing the need for a flexible organizational structure [15][16] - The company is investing in innovation hubs globally to foster collaboration among high-caliber talent, focusing on maximizing the value of skilled personnel [16] Conclusion - Beyondsoft's journey illustrates the importance of ambition and adaptability in navigating the complexities of globalization, providing a reference for other Chinese enterprises [18]

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Views - The computer index increased by 2.12% during the week of July 14-18, 2025, while the CSI 300 index rose by 1.09% [4][15] - The signing of the stablecoin regulatory bill by President Trump marks the establishment of a regulatory framework for digital stablecoins in the U.S., indicating a shift towards compliance in the stablecoin market [5][11] - The implementation of the stablecoin ordinance in Hong Kong on August 1, 2025, will require licenses for issuing stablecoins, which is expected to accelerate the entry of traditional banks and fintech companies into the market [6][12] Summary by Sections Market Review - The CSI 300 index rose by 1.09% and the computer index increased by 2.12% during the week of July 14-18, 2025 [4][15] Industry Dynamics - The stablecoin market is expanding from cryptocurrency trading to broader payment applications, with significant growth in market size and trading activity [7][13] - The U.S. stablecoin regulatory framework and Hong Kong's licensing requirements are expected to create investment opportunities in the stablecoin and RWA (Real World Assets) markets [7][13][14] Company Updates - State Grid Information & Communication Co. reported a total revenue of 352.47 million yuan for the first half of 2025, a decrease of 4.55% year-on-year, while net profit attributable to shareholders fell by 10.82% [16] - Nova Star Cloud plans to invest up to 35 million yuan in a venture capital fund to optimize its strategic layout and long-term asset allocation [18] Notable Developments - Kimi K2 has topped the global open-source model rankings, showcasing the competitive edge of Chinese models in the AI space [26][27] - OpenAI announced the launch of the "ChatGPT Intelligent Agent" feature, allowing its AI chatbot to autonomously browse the web and conduct research [28]

截至7月15日收盘，华为盘古概念上涨1.92%，位居概念板块涨幅第6，板块内，20股上涨，泛微网络、 云鼎科技等涨停，赛意信息、先进数通、易点天下等涨幅居前，分别上涨8.22%、4.46%、4.38%。跌幅 居前的有北信源、博彦科技、阳光诺和等，分别下跌2.29%、1.76%、1.61%。 能 | 603039 | 泛微网 | 10.00 | 2.14 | 5491.64 | 17.44 | | --- | --- | --- | --- | --- | --- | | | 络 | | | | | | 300541 | 先进数 | 4.46 | 21.93 | 4234.17 | 2.92 | | | 通 | | | | | | | 润达医 | | | | | | 603108 | 疗 | 3.43 | 6.02 | 3519.34 | 5.66 | | 300248 | 新开普 | 3.56 | 13.62 | 2929.67 | 3.33 | | 300182 | 捷成股 | 0.55 | 3.24 | 826.42 | 2.06 | | | 份 | | | | | | 300168 | 万达信 | -0 ...

[Boyan Technology 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Boyan%20Technology%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a significant year-on-year increase in 2025 first-half net profit, with attributable net profit projected between 112 million and 131 million yuan Key Financial Data for 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company (yuan)** | Profit: 111.96 million – 130.62 million | Profit: 74.64 million | | Year-on-Year Change | **Growth 50.00% – 75.00%** | - | | **Net Profit After Deducting Non-Recurring Gains and Losses (yuan)** | Profit: 96.96 million – 110.62 million | Profit: 68.70 million | | Year-on-Year Change | **Growth 41.13% – 61.01%** | - | | **Basic Earnings Per Share (yuan/share)** | Profit: 0.1913 – 0.2231 | Profit: 0.1277 | [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is primarily driven by continuous business structure optimization, proactive new business expansion, and a positive impact from Japanese Yen to RMB exchange rate fluctuations - The company continuously optimizes its business structure and actively expands into new industries and businesses, maintaining **stable overall operations** around strategic development goals[5](index=5&type=chunk) - Fluctuations in the Japanese Yen to RMB exchange rate **positively contributed** to the company's current period profit[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) This performance forecast represents preliminary estimates by the company's finance department, unaudited by external accountants, with final figures subject to the official 2025 semi-annual report - The data related to this performance forecast has **not been audited** by an accounting firm[4](index=4&type=chunk) - This performance forecast is a **preliminary estimate** by the company's finance department, and the final specific financial data will be based on the company's disclosed 2025 semi-annual report, **cautioning investors about potential risks**[6](index=6&type=chunk)

Investment Rating - The industry investment rating is maintained as "Positive" [2] Core Viewpoints - The report continues to favor investment opportunities in stablecoins and Real World Assets (RWA), emphasizing the potential for the development of RMB stablecoins to enhance the global influence of the RMB [6][12] - The implementation of the Hong Kong Stablecoin Regulation on August 1, 2025, will require licenses for issuing stablecoins, which is seen as a key entry point for traditional banks and fintech companies [7][13] - The market for stablecoins is rapidly expanding from cryptocurrency trading to broader payment applications, with significant growth in market size and trading activity anticipated [8][14] Summary by Sections Weekly Perspective - The report highlights the ongoing positive outlook for stablecoins and RWA investment opportunities, suggesting a combined development model for domestic and offshore RMB stablecoins [6][12] - The report notes that the Hong Kong Stablecoin Regulation will officially take effect on August 1, 2025, requiring licenses for stablecoin issuance, which will impact market dynamics [7][13] Company Dynamics - Companies such as iFlytek are forecasting a revenue increase of 15%-20% for the first half of 2025, while other firms like Rui Ming Technology expect a net profit increase of 53.64% to 77.90% [17] - Strategic collaborations are being formed, such as the partnership between Zhongke Xingtou and Zhongke Shuguang to advance technology in the space sector [22] Industry Dynamics - The report mentions that the AI unicorn Zhipu AI is preparing for simultaneous listings in Hong Kong and A-shares, indicating strong market interest [27] - Amazon is considering a significant investment in AI startup Anthropic, which reflects ongoing trends in the AI sector [30]