Market Overview - A-shares opened lower but rebounded, with all three major indices turning positive. As of 9:42 AM, the Shanghai Composite Index rose by 0.03%, the Shenzhen Component Index increased by 0.14%, and the ChiNext Index gained 0.11% [1] Geopolitical Impact - The geopolitical situation is escalating, with the U.S. bombing Iranian nuclear facilities and Iran's parliament supporting the closure of the Strait of Hormuz, leading to a near 6% increase in crude oil prices. Despite external geopolitical pressures, the market's decline has been limited, indicating strong support from market participants [1][10] Sector Performance Shipping and Port Stocks - Shipping and port stocks saw significant gains, with Ningbo Shipping and Xingtong Co. both hitting the daily limit up. Other stocks like COSCO Shipping Energy and China Merchants Energy also experienced upward movement [2][3] Cross-Border Payment Stocks - Cross-border payment stocks surged, with Jida Zhengyuan hitting the daily limit up. Other stocks such as Lakala and Huafeng Super Fiber rose over 5% [4][5] Solid-State Battery and Cobalt Stocks - Solid-state battery concepts continued to perform strongly, with Xiangtan Electrochemical achieving three consecutive limit-up days. Cobalt-related stocks also saw gains, with Tengyuan Cobalt rising over 15% [1] Institutional Insights - Guotai Junan believes that after short-term risk release, the core contradiction in the Chinese stock market remains internal rather than external, maintaining a more optimistic view than consensus [2][8] - CITIC Securities notes that recent adjustments in Hong Kong stocks have affected A-share sectors, with a focus on new consumption and innovative pharmaceuticals [7] - Dongfang Securities highlights that while external geopolitical factors are impacting the market, the decline has been limited, suggesting a potential shift towards technology growth styles [10]

跨境支付概念股快速拉升 吉大正元涨停 智通财经6月23日电，吉大正元涨停，拉卡拉、华峰超纤涨超5%，新国都、优博讯、新晨科技、京北 方、长亮科技、信雅达等跟涨。消息面上，跨境支付通6月22日正式上线运行，这标志着内地与香港快 速支付系统实现互联互通，今后两地居民可实时办理跨境汇款。 ...

Group 1 - The company's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days (June 12 and June 13, 2025) [1] - The company conducted an internal review and confirmed that there were no undisclosed significant matters that could have impacted the stock price [1][2] - The company's operational situation remains normal, with no significant changes in the internal or external business environment [1] Group 2 - The board of directors confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules [2] - The company has not identified any violations of fair information disclosure regulations [2]

证券代码：003029 证券简称：吉大正元 公告编号：2025-036 长春吉大正元信息技术股份有限公司 关于公司股票交易异常波动的公告 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、股票交易异常波动的情况介绍 长春吉大正元信息技术股份有限公司（以下简称"公司"）（证券简称：吉 大正元，证券代码：003029）股票交易价格连续 2 个交易日内（2025 年 6 月 12 日、6 月 13 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交 易规则》等相关规定，属于股票交易异常波动的情形。 （五）股票异常波动期间，公司实际控制人及其一致行动人不存在买卖公司 股票的情形； （六）经自查，公司不存在违反公平信息披露规定的其他情形。 三、不存在应披露而未披露信息的说明 本公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 - 1 - 议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关规 定应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较 ...

Core Viewpoint - Jida Zhengyuan experienced a significant increase of 10.02% on June 13, marking a cumulative deviation of 20% over three consecutive trading days, with notable selling from well-known speculators [1] Group 1: Trading Activity - The top five buying institutions collectively purchased 160 million yuan, while the top five selling institutions sold 162 million yuan, resulting in a net outflow of 1.96 million yuan [1] - The largest buying institution was Guotai Junan Securities Co., Ltd. with a purchase amount of 41.87 million yuan, followed by Dongfang Securities Co., Ltd. with 34.04 million yuan and Guojin Securities Co., Ltd. with 27.08 million yuan [1] - The largest selling institutions included multiple specialized institutions, with the highest being an unnamed institution selling 68.68 million yuan, followed by another selling 31.92 million yuan [2] Group 2: Detailed Buying and Selling Data - The top five buying institutions and their respective amounts were: - Guotai Junan Securities Co., Ltd. 41.87 million yuan - Dongfang Securities Co., Ltd. 34.04 million yuan - Guojin Securities Co., Ltd. 27.08 million yuan - Maigao Securities Co., Ltd. 22.28 million yuan - Kaifeng Securities Co., Ltd. 20.76 million yuan [2] - The top five selling institutions included: - Specialized institutions with sales of 68.68 million yuan and 31.92 million yuan respectively - Kaifeng Securities Co., Ltd. with a sale of 22.84 million yuan [2]

Market Overview - On June 12, A-shares opened lower but closed higher, with the Shanghai Composite Index rising by 0.07% to 3404.66 points, the Shenzhen Component Index up by 0.05%, and the ChiNext Index increasing by 0.5% [1][2] - The total trading volume for A-shares reached 793.75 billion yuan for the half-day session [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 119.3 billion yuan at a fixed rate of 1.40%, with a net withdrawal of 7.2 billion yuan for the day [2] Industry Developments - Shenzhen aims to become a global leader in artificial intelligence, implementing the "AI+" initiative and accelerating major AI infrastructure projects [3] - The Ministry of Industry and Information Technology emphasized the importance of timely payments in the automotive sector, particularly for new energy vehicles, to foster a collaborative ecosystem [3] Sector Performance - The computing power industry chain showed strength, with CPO-related stocks leading gains; Tianfu Communication and Lian Te Technology both surged over 10% [3] - Quantum technology stocks also performed well, with companies like Geer Software and Dongxin Peace hitting the daily limit [3] Quantum Technology Insights - Quantum computing is recognized for its strategic value and potential benefits, particularly in fields like pharmaceuticals and materials science [4] - Various countries are actively implementing supportive policies for the quantum computing sector [5] Company Highlights - **Sanwei Xinan**: Focuses on R&D in quantum-resistant cryptography and has developed next-generation cryptographic chips and privacy computing platforms [6][7] - **Dongxin Peace**: Expected to maintain stable growth in its smart card business and digital identity security, with a positive outlook on its fundamentals [7] - **Geer Software**: Anticipated to benefit from the accelerating demand for AI security solutions, positioning itself for growth [7] - **Jida Zhengyuan**: Integrates cryptography with AI and security chip design, aiming for rapid commercialization of its solutions [8]

Core Viewpoint - The quantum technology sector is experiencing a strong upward trend, with companies like Jida Zhengyuan and Geer Software hitting their daily price limits, indicating significant investor interest and market momentum [1] Group 1: Market Performance - Quantum technology stocks showed strong performance in early trading, with Jida Zhengyuan and Geer Software both reaching their daily limit up [1] - Other companies in the sector, such as Keda Guokuan, Shenzhou Information, Dahua Intelligent, and Guodun Quantum, also experienced price increases, reflecting a broader market enthusiasm for quantum technology [1] Group 2: Industry Developments - On June 11, during the VivaTech 2025 event, NVIDIA CEO Jensen Huang stated that quantum computing is at a turning point, suggesting a pivotal moment for the industry [1] - NVIDIA plans to collaborate with various quantum computing companies worldwide, indicating a strategic move to enhance its position in the quantum technology landscape [1]

Core Viewpoint - The quantum technology sector is experiencing significant stock price increases, driven by positive developments in quantum computing and strategic partnerships announced by industry leaders [1] Group 1: Stock Performance - Companies such as Geer Software (603232) and Jida Zhengyuan (003029) have reached their daily price limits, indicating strong investor interest [1] - Other companies in the sector, including Shenzhou Information (000555), Keda Technology (300520), Xiongdi Technology (300546), and Xin'an Century, have also seen notable price increases [1] Group 2: Market Drivers - Nvidia CEO Jensen Huang highlighted that quantum computing is reaching a turning point during his speech at GTC Paris, suggesting a pivotal moment for the industry [1] - Nvidia plans to collaborate with various quantum computing companies globally, which may enhance innovation and investment in the sector [1] Group 3: Investment Trends - There is a noticeable influx of dark pool capital into quantum technology stocks, indicating growing institutional interest and potential for further price appreciation [1]

Meeting Details - The meeting was held on June 10, 2025, at 14:00, with online voting available from 9:15 to 15:00 on the same day [1] - A total of 141 shareholders and authorized representatives attended the meeting, representing 21.0513% of the company's total shares [1] Voting Participation - Among the attendees, 138 small shareholders participated through both onsite and online voting, representing 9,918,900 shares or 5.1229% of the total shares [2] - The onsite participation included 2 small shareholders representing 9,040,500 shares, which is 4.6692% of the total shares [2] Voting Results - The proposals were approved with significant majority votes, with the highest approval rate being 99.7070% for one of the resolutions [20] - The voting results showed that the majority of votes were in favor, with the lowest approval being 97.5673% for the annual compensation plan [10] Legal Compliance - The meeting's procedures were confirmed to be in compliance with legal and regulatory requirements by Beijing Guofeng Law Firm, ensuring the validity of the meeting and voting results [23]

Core Viewpoint - The legal opinion letter confirms that the 2024 annual general meeting of Changchun Jida Zhengyuan Information Technology Co., Ltd. was convened and conducted in compliance with relevant laws and regulations, ensuring the legitimacy of the meeting procedures and voting results [1][4][13]. Meeting Procedures - The meeting was convened by the company's ninth board of directors and announced through public notifications on April 26 and May 30, 2025, detailing the meeting's time, location, and agenda [2][3]. - The meeting was held on June 10, 2025, at the company's headquarters, utilizing both on-site and online voting methods [3][4]. Attendance and Voting - A total of 141 shareholders participated, representing 41,637,886 shares, which is 22.1007% of the total voting shares [4]. - The qualifications of the attendees were verified, confirming compliance with legal and regulatory requirements [4][13]. Voting Results - The voting results showed overwhelming support for the proposed resolutions, with approval rates exceeding 99% for most items, indicating strong shareholder confidence [5][6][10][12]. - Specific voting results included 41,417,686 shares in favor (99.4712%) for one resolution, with minimal opposition and abstentions [5][6][10]. Conclusion - The legal opinion concludes that all aspects of the meeting, including the convening, attendance, and voting procedures, were conducted in accordance with applicable laws and the company's articles of association, affirming the validity of the meeting and its outcomes [13].