Core Viewpoint - The Huawei Pangu concept stock has shown a positive performance with a 1.81% increase, ranking 10th among concept sectors, while 23 stocks within the sector experienced gains, indicating strong market interest in AI-related technologies [1] Market Performance - The Huawei Pangu concept sector saw a net inflow of 936 million yuan from main funds, with 18 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [1] - Top gainers in the Huawei Pangu concept include Tuowei Information (+3.72 billion yuan), Tuolsi (+958.98 million yuan), and Yidian Tianxia (+931.99 million yuan) [1][2] Sector Comparison - The Sora concept (text-to-video) led the market with a 2.98% increase, while the Hainan Free Trade Zone saw a decline of 3.77% [1] - Other notable sectors include photolithography (+2.79%) and multimodal AI (+2.30%), while the low-radiation glass sector decreased by 1.61% [1] Fund Flow Ratios - Leading stocks in terms of fund inflow ratios include Fanwei Network (12.94%), Jiulian Technology (11.08%), and Newcap (8.86%) [2] - The top stocks in the Huawei Pangu concept based on main fund flow include Tuowei Information (7.23%), Tuolsi (3.32%), and Yidian Tianxia (6.16%) [2][3]

Group 1 - The core viewpoint of the news highlights the performance of Jihong Technology Co., Ltd. (吉宏股份) in the stock market, showcasing significant stock price increases and financial growth [1][2] - As of July 25, the stock price of Jihong Technology closed at 17.02 HKD per share, marking a 15.31% increase with a trading volume of 27.44 million shares and a turnover of 463 million HKD, reflecting a volatility of 24.53% [1] - Over the past month, Jihong Technology has seen a cumulative increase of 37.17%, and since the beginning of the year, the stock has risen by 38.2%, outperforming the Hang Seng Index by 27.95% [1] Group 2 - Financial data indicates that for the fiscal year ending March 31, 2025, Jihong Technology achieved total revenue of 1.477 billion RMB, representing a year-on-year growth of 11.55%, and a net profit attributable to shareholders of 59.16 million RMB, up by 38.21% [1] - The company's gross profit margin stands at 45.46%, with a debt-to-asset ratio of 35.41% [1] - Currently, there are no institutional investment ratings for Jihong Technology, and its price-to-earnings (P/E) ratio is 31.32, ranking 36th in the industry, while the average P/E ratio for the professional retail industry is 14.37 [1]

Group 1: Market Overview - The Hang Seng Index fell by 1.11%, down 284 points, closing at 25,383 points, while the Hang Seng Tech Index dropped by 1.69% [1] - The early trading volume in Hong Kong stocks reached 151 billion HKD [1] Group 2: Medical Sector - Medical device stocks rose in early trading, with the national drug procurement policy indicating a move away from internal competition, leading institutions to view this as a turning point for the industry [1] - Aikang Medical (01789) increased by 7.93%, and Weigao Group (01066) rose by 4.37% [1] - Yongsheng Medical (01612) saw a surge of over 27% following a profit warning, with sales orders increasing and expected mid-term net profit growth exceeding 50% year-on-year [2] - CRO concept stocks continued to rise, with Citigroup noting that the CXO sector is gaining market attention ahead of earnings season [2] - Kanglong Chemical (300759) (03759) rose by 8.4%, while Zhaoyan New Drug (603127) (06127) increased by 5.7%, and WuXi Biologics (02269) rose by 4.5% [2] Group 3: Consumer Sector - Nongfu Spring (09633) increased by over 3.56%, reaching a three-and-a-half-year high, with institutions expecting the company's first-half revenue growth to exceed market expectations [3] Group 4: Other Notable Stocks - Jihong Co., Ltd. (002803) (02603) rose by 16%, with two main business segments performing well, and expected first-half net profit growth of up to 65% [4] - China Merchants Port (01199) increased by over 4%, following reports that China Merchants Group plans to acquire assets from Cheung Kong Ports [5] - Guichuang Tongqiao (02190) rose by 2.6%, with expected mid-term net profit growth of 66.9%, as the company embraces procurement and actively expands overseas [6] Group 5: Lithium and Duty-Free Sector - News of supply disruptions in the lithium market led to Tianqi Lithium (002466) (09696) rising by 3.6% [7] - China Duty Free Group (601888) (01880) fell by over 6%, with pending details on Hainan's duty-free policies, and institutions noting that the closure operations have a dual impact on offshore duty-free business [7] Group 6: Technology Sector - Qianxun Technology (01640) fell by over 3%, having retreated 23% from its previous high, with recent comments from Yu Weiwen emphasizing the need to avoid excessive speculation on stablecoins [8]

Core Viewpoint - The company has approved a share repurchase plan to buy back its own A-shares using a budget of between RMB 60 million and RMB 100 million, with a maximum repurchase price set at RMB 18.20 per share, to be completed within 12 months [1] Summary by Sections Share Repurchase Plan - The company plans to use a combination of special loan funds, self-owned funds, or self-raised funds for the repurchase [1] - The maximum repurchase price was adjusted to RMB 18.02 per share after the implementation of the 2024 Q3 profit distribution plan [2] - Following the 2024 annual profit distribution, the maximum repurchase price was further adjusted to RMB 17.86 per share [2] Implementation Results - As of July 18, 2025, the company has repurchased a total of 4,050,700 shares, representing 1.0528% of the total A-share capital [3][6] - The total amount spent on the repurchase was RMB 61,120,182.34, with a maximum transaction price of RMB 13.79 per share and a minimum of RMB 13.72 per share [3] Impact on the Company - The share repurchase will not significantly affect the company's financials, operations, R&D, debt obligations, or future development [4] - The repurchase will not change the company's control or its status as a listed company [4] Compliance and Future Arrangements - The repurchase was conducted in compliance with relevant regulations and did not occur during restricted periods [5] - The repurchased shares will be used for employee stock ownership plans, equity incentive plans, or conversion of convertible bonds, with a three-year timeline for transfer [6]

证券代码：002803 证券简称：吉宏股份 公告编号：2025-053 厦门吉宏科技股份有限公司 关于股份回购结果暨股份变动公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 厦门吉宏科技股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开 第五届董事会第二十三次会议，审议通过《关于回购公司股份的议案》，同意公 司使用不低于人民币 6,000 万元、不超过人民币 10,000 万元的专项贷款资金、公 司自有资金或自筹资金，通过二级市场以集中竞价交易方式回购部分公司发行的 人民币普通股（A 股）股票，用于后期实施员工持股计划、股权激励计划或可转 换公司债券转股，回购价格不超过 18.20 元/股，回购期限自董事会审议通过回购 方案之日起不超过 12 个月。具体内容详见公司于 2024 年 11 月 6 日、2024 年 11 月 13 日刊登在《证券时报》《证券日报》《中国证券报》《上海证券报》和巨 潮资讯网（www.cninfo.com.cn）的《关于回购公司股份方案暨取得金融机构股票 回购专项贷款的公告》（公告编号：2024-086）。 公司于 ...

关于第三期员工持股计划出售完毕暨终止的公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 厦门吉宏科技股份有限公司（以下简称"公司"）第三期员工持股计划（以 下简称"本次员工持股计划"）所持有的公司股份已全部出售完毕，根据《深圳 证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》《厦门吉 宏科技股份有限公司第三期员工持股计划（草案）》以及《厦门吉宏科技股份有 限公司第三期员工持股计划管理办法》等相关规定，现将具体情况公告如下： 证券代码：002803 证券简称：吉宏股份 公告编号：2025-052 厦门吉宏科技股份有限公司 4、公司于 2025 年 6 月 20 日召开第五届董事会第二十九次会议，审议通过 《关于公司第三期员工持股计划第三个解锁期业绩考核指标未达成的议案》，鉴 于本次员工持股计划第三个锁定期业绩考核指标未达成，剩余未解锁份额对应标 的股票 1,822,707 股不得解锁，由员工持股计划管理委员会在公司回购专户的标 的股票过户至本次员工持股计划名下之日起 12 个月后择机出售，并按照实际出 售金额与持有人原始出资金额孰低原则返还给持有人 ...

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 5.23 | 果指数 | -1.53 | | 生物质能发电 | 2.83 | 重组蛋白 | -1.42 | | 2025中报预增 | 2.77 | 减肥药 | -1.10 | | 虚拟电厂 | 2.62 | CRO概念 | -1.07 | | 跨境支付(CIPS) | 2.36 | AI PC | -1.02 | | 抽水蓄能 | 2.26 | AI手机 | -0.99 | | 超超临界发电 | 2.20 | 中国AI 50 | -0.98 | | 租售同权 | 2.20 | 芬太尼 | -0.85 | | 柔性直流输电 | 2.00 | 共封装光学(CPO) | -0.82 | | 特高压 | 1.98 | 创新药 | -0.71 | 截至7月7日收盘，2025中报预增概念上涨2.77%，位居概念板块涨幅第3，板块内，19股上涨，吉宏股 份、惠而浦、兄弟科技等涨停，芯朋微、宗申动力、翔港科技等涨幅居前，分别上涨5.85%、5.76%、 4.53%。 ...

康达股会字2025 第 0311 号 致：厦门吉宏科技股份有限公司 北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 电话/Tel.: 010-50867666 传真/Fax: 010-56916450 网址/Website: www.kangdalawyers.com 北京西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长 沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达律师事务所 关于厦门吉宏科技股份有限公司 北京市康达律师事务所（以下简称"本所"）接受厦门吉宏科技股份有限公 司（以下简称"公司"）的委托，指派本所律师以现场方式参加公司 2025 年第 一次临时股东大会（以下简称"本次会议"）。 本所律师根据《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》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）、《深圳证券交易所上市公司股东会网络投票 实施细则（2025 修订）》《厦门吉宏科技股份有限公司章程》（以下简称"《公 司章程》"）等相关规定，按照律师行业公认的业务标准 ...

证券代码：002803 证券简称：吉宏股份 公告编号：2025-051 本次回购注销手续完成后，公司 A 股股份总数由 384,769,288 股变更为 时间内向深圳证券交易所和中国证券登记结算有限责任公司深圳分公司申请注 销上述股份，并办理注册资本变更相关登记手续。 本次回购注销将导致公司注册资本减少，根据《中华人民共和国公司法》等 法律法规相关规定，公司特此通知债权人，凡公司债权人均有权自本通知公告之 日起四十五日内向公司申报债权，并凭有效债权文件及相应凭证要求公司清偿债 务或者提供相应担保。债权人未在规定期限内行使上述权利的，不会影响其债权 的有效性，相关债务仍将由公司继续承担。 公司各债权人如要求公司清偿债务或提供相应担保的，应根据《中华人民共 和国公司法》等法律法规的有关规定向公司提出书面要求，并随附有关证明文件。 债权申报所需资料：公司债权人需提供证明债权债务关系存在的合同、协议及其 他有效凭证的原件和复印件。债权人为法人的，需同时携带法人营业执照副本原 件和复印件、法定代表人身份证明文件，委托他人申报的，除上述文件外，还需 携带法定代表人授权委托书和代理人有效身份证明的原件和复印件；债权人为自 ...

厦门吉宏科技股份有限公司（以下简称"公司"）分别于 2025 年 6 月 20 日、 2025 年 7 月 7 日召开第五届董事会第二十九次会议和 2025 年第一次临时股东大 会，审议通过《关于回购注销公司 2023 年限制性股票激励计划部分激励对象已 获授但尚未解除限售的限制性股票的议案》《关于变更公司注册资本、取消监事 会并修订<公司章程>及其附件的议案》等议案，鉴于公司 2023 年限制性股票激 励计划拟定的 2024 年度业绩考核指标未达成及 7 名激励对象离职，公司拟回购 注销 2023 年限制性股票激励计划部分激励对象已获授但尚未解除限售的限制性 股票 2,274,000 股，回购价格为 8.8120 元/股，回购资金总额为人民币 20,038,488 元。具体内容详见公司于2025年6月21日披露在巨潮资讯网（www.cninfo.com.cn） 的《关于回购注销 2023 年限制性股票激励计划部分激励对象已获授但尚未解除 限售的限制性股票的公告》。 本次回购注销手续完成后，公司 A 股股份总数由 384,769,288 股变更为 382,495,288 股，注册资本由 384,769,288 ...