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]

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]

证券代码：003029 证券简称：吉大正元 公告编号：2025-034 长春吉大正元信息技术股份有限公司 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。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议时间：2025 年 6 月 10 日 下午 14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 证券交易所互联网投票系统投票的时间为 2025 年 6 月 10 日上午 9:15—下午 字楼 10 号楼 15 层会议室 圳证券交易所股票上市规则》等有关法律法规和《公司章程》的规定。 （二）会议的出席情况 - 1 - 出席现场会议和参加网络投票的股东及授权代表共 141 人，代表股份 股，占公司总股份的 21.0513%，占扣除公司回购专户中股份总股本的 21.6345%； 参加网络投票的股东共 136 人，代表股份 878,400 股，占公司总股份的 0.4537%， 占扣除公司回购专户中股份总股本的 0.4662%。 通过现场和网络投票的中小股东 138 人，代表股份 9,918,900 股，占公司总 股份的 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于长春吉大正元信息技术股份有限公司 法律意见书 国枫律股字2025A0314 号 致：长春吉大正元信息技术股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见证 贵公司 2024 年年度股东大会（股东会）（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》 《律师事务所从事证券 法律业务管理办法》 （以下简称《证券法律业务管理办法》）、 《律师事务所证券法律业务 执业规则（试行）》 （以下简称《证券法律业务执业规则》）等相关法律、行政法规、规章、 规范性文件及《长春吉大正元信息技术股份有限公司公司章程》 网络投票结果均由相应的证券交易所交易系统和互联网投票系统予以认证； 规则》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职 责，遵循了勤勉尽责和诚实信用原则 ...

证券简称：吉大正元 证券代码：003029 长春吉大正元信息技术股份有限公司 2025 年事业合伙人持股计划 二零二五年六月 长春吉大正元信息技术股份有限公司 2025 年事业合伙人持股计划 声 明 本公司及公司董事会全体成员保证本持股计划不存在虚假记载、误导性陈述 或重大遗漏，并对其真实性、准确性、完整性承担法律责任。 本方案主要条款与公司 2025 年 4 月 12 日披露于巨潮资讯网的《长春吉大正 元信息技术股份有限公司 2025 年事业合伙人持股计划（草案）》及其摘要内容 一致。 1 长春吉大正元信息技术股份有限公司 2025 年事业合伙人持股计划 风险提示 一、长春吉大正元信息技术股份有限公司（以下简称"公司"）2025 年事业 合伙人持股计划（以下简称"本持股计划"）具体的资金来源、出资比例、实施 方案等属初步结果，是否完成实施，存在不确定性。 二、若员工出资额较低，则本持股计划存在不能成立的风险；若员工出资额 不足，本持股计划存在低于预计规模的风险。 三、考核归属期内，根据持有人考核结果确定本持股计划的权益归属，存在 持有人考核未达成或未全部达成而造成本持股计划无法归属或未全部归属至持 有人的可 ...