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吉大正元:上海云鑫拟减持不超3%股份
Xin Lang Cai Jing· 2025-09-18 11:08
吉大正元公告,持股10.77%的股东上海云鑫创业投资有限公司拟于2025年10月21日至2026年1月20日, 通过集中竞价和大宗交易方式合计减持不超过565.2万股,比例不超过公司剔除回购专用账户中的股份 数量后总股本的3%。其中任意连续90日内,大宗交易减持不超过2%(3,768,008股),集中竞价减持不 超过1%(1,884,004股)。 ...
计算机行业深度研究:后量子密码技术:应对量子计算威胁的关键防线
Minsheng Securities· 2025-09-16 02:46
Investment Rating - The report maintains a positive investment rating for the quantum computing and post-quantum cryptography sectors, highlighting significant growth potential and competitive dynamics in the industry [4]. Core Insights - Quantum computing is poised to revolutionize AI capabilities by overcoming computational bottlenecks, with the market expected to grow from $4.7 billion in 2023 to over $800 billion by 2035, reflecting a compound annual growth rate (CAGR) of 44.8% [1][27]. - Post-quantum cryptography (PQC) is emerging as a critical defense against the threats posed by quantum computing to traditional encryption systems, with the U.S. leading in the development and standardization of PQC technologies [1][36]. - Domestic companies are accelerating their efforts in the quantum computing and cybersecurity sectors, aiming to establish a robust information security framework that is self-sufficient and resilient against quantum threats [2][3]. Summary by Sections 1. Addressing Quantum Computing Challenges and Advancements in Post-Quantum Cryptography - Quantum computing leverages unique quantum mechanical properties to achieve unprecedented computational power, enabling significant advancements in parallel processing and energy efficiency [7][10]. - The quantum computing market is expected to reach $10.5 billion by 2027, driven by breakthroughs in specialized quantum computers and applications across various sectors [27]. - The development of post-quantum cryptography is essential to safeguard against the vulnerabilities of traditional encryption methods, with various algorithms being explored to ensure security in a quantum computing era [30][32]. 2. Focus on Future Technological Transformations and Domestic Leaders' Accelerated Layout - Leading domestic enterprises are actively investing in quantum computing and post-quantum cryptography, enhancing their capabilities in algorithm development, hardware innovation, and practical applications [2][3]. - Companies like GuoDun Quantum and Sanwei Xinan are at the forefront of developing comprehensive solutions that integrate quantum key distribution (QKD) and post-quantum cryptography [61][52]. - The report identifies key players such as GuoDun Quantum, Sanwei Xinan, and Jida Zhengyuan as significant contributors to the advancement of post-quantum cryptography technologies [3][47][57].
吉大正元(003029) - 2025年第二次临时股东会决议公告
2025-09-15 10:45
证券代码:003029 证券简称:吉大正元 公告编号:2025-051 长春吉大正元信息技术股份有限公司 2025 年第二次临时股东会决议公告 1、会议召集人:公司董事会 2、会议召开时间: (1)现场会议时间:2025 年 9 月 15 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 2025 年 9 月 15 日上午 9:15—9:25,9:30—11:30,下午 13:00—15:00;通过深圳 证券交易所互联网投票系统投票的时间为2025年9月15日上午9:15—下午15:00。 3、现场会议召开地点:北京市石景山区和平西路 53 号院中海时代广场 B 座 16 层会议室。 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: 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 (一)会议召开情况 1、股东出席的总体情况: - 1 - 4、会议主持人:董事长于逢良先生 5、召开方式:本次股东会采用现场投票、网络投票相结合的方式召开 6、股权登记日 ...
吉大正元(003029) - 北京国枫律师事务所关于吉大正元2025年第二次临时股东会的法律意见书
2025-09-15 10:31
关于长春吉大正元信息技术股份有限公司 2025 年第二次临时股东会的 法律意见书 国枫律股字[2025]A0445 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 2025 年第二次临时股东会(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》(以下简称《公 司章程》)的规定,就本次会议的召集与召开程序、召集人资格、出席会议人员资格、 会议表决程序及表决结果等事宜,出具本法律意见书。 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 对本 ...
吉大正元:截至2025年8月31日股东人数为39417户
Zheng Quan Ri Bao· 2025-09-15 09:09
Core Insights - The company Jida Zhengyuan reported that as of August 31, 2025, the total number of shareholders in its consolidated ordinary accounts and margin trading credit accounts is 39,417 [2] Company Summary - Jida Zhengyuan has provided an update on its shareholder count, indicating a total of 39,417 shareholders across its ordinary and margin trading accounts as of the specified date [2]
吉大正元(003029) - (2025-050)2025年事业合伙人持股计划第一次持有人会议决议公告
2025-09-12 09:00
证券代码:003029 证券简称:吉大正元 公告编号:2025-050 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第一次持有人会议决议公告 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、持有人会议召开情况 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 伙人持股计划第一次持有人会议于 2025 年 9 月 12 日以现场和通讯相结合的方式 在公司会议室召开,本次会议由董事会秘书李泉女士召集和主持。出席本次会议 的持有人 23 人,代表 2025 年事业合伙人持股计划份额 5,219,800 份,占公司 2025 年事业合伙人持股计划总份额的 100%。本次会议的召集、召开符合有关法 律法规、规范性文件及公司《2025 年事业合伙人持股计划》《2025 年事业合伙 人持股计划管理办法》的有关规定。 出席会议的持有人对本次会议的全部议案进行了认真审议,会议采取书面表 决、记名投票的方式审议通过如下议案: (一)审议通过《关于设立长春吉大正元信息技术股份有限公司 2025 年事 业合伙人持股计划管理委员会的议案》 ...
吉大正元(003029) - 关于召开2025年第二次临时股东会的提示性公告
2025-09-09 08:15
证券代码:003029 证券简称:吉大正元 公告编号:2025-049 长春吉大正元信息技术股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 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。 根据长春吉大正元信息技术股份有限公司(以下简称"公司")于 2025 年 8 月 26 日召开的第九届董事会第十八次会议决议,公司董事会定于 2025 年 9 月 15 日召开 2025 年第二次临时股东会,具体内容详见公司于 2025 年 8 月 28 日披 露于巨潮资讯网的《关于变更公司注册地址并修订<公司章程>的公告》(公告编 号:2025-047)以及《关于召开 2025 年第二次临时股东会的通知》(公告编号: 2025-048)。 本次股东会采用现场表决与网络投票相结合的方式召开,为方便公司股东行 使表决权,现将有关事项通知如下: 2、网络投票时间为:2025 年 9 月 15 日 3、通过深圳证券交易所交易系统进行网络投票的具体时间为:2025 年 9 月 15 日上午 9:15—9:25,9:30—11:30,下午 13:00—15:00。 4 ...
吉大正元跌1.71%,成交额1.93亿元,近5日主力净流入-1.08亿
Xin Lang Cai Jing· 2025-08-29 07:55
Core Viewpoint - The company, Jida Zhengyuan, is involved in the development of network security products and services, with a focus on digital currency and identity authentication technologies, amidst a challenging financial performance in recent periods [2][9]. Group 1: Company Overview - Jida Zhengyuan Information Technology Co., Ltd. is located in Changchun, Jilin Province, and was established on February 12, 1999, with its listing date on December 24, 2020 [8]. - The company's main business includes network security products (53.97% of revenue), network security services (36.19%), and network security ecosystem (9.83%) [8]. - The company operates in the software development sector, specifically in vertical application software, and is associated with concepts such as Ant Financial, cross-border payments, Huawei automotive, electronic identity cards, and smart vehicles [8]. Group 2: Financial Performance - As of July 31, the number of shareholders for Jida Zhengyuan was 36,700, a decrease of 15.61% from the previous period, while the average circulating shares per person increased by 18.50% to 4,719 shares [9]. - For the first half of 2025, the company reported revenue of 177 million yuan, a year-on-year decrease of 18.27%, and a net profit attributable to shareholders of -43.13 million yuan, down 38.30% year-on-year [9]. - The company has distributed a total of 61.81 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [10]. Group 3: Market Activity - On August 29, Jida Zhengyuan's stock price fell by 1.71%, with a trading volume of 193 million yuan and a turnover rate of 4.01%, resulting in a total market capitalization of 5.357 billion yuan [1]. - The main capital inflow for the day was -15.6389 million yuan, accounting for 0.08% of the total, indicating a trend of capital reduction over three consecutive days [5][6]. - The average trading cost of the stock is 28.94 yuan, with the stock price approaching a resistance level of 27.90 yuan, suggesting potential for a price correction if this level is not surpassed [7].
吉大正元2025年中报简析:净利润同比下降38.3%,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-28 22:59
Financial Performance - The company reported total revenue of 177 million, a year-on-year decrease of 18.27% [1] - The net profit attributable to the parent company was -43.13 million, down 38.3% year-on-year [1] - In Q2, total revenue was 116 million, showing a year-on-year increase of 28.7% [1] - The net profit attributable to the parent company in Q2 was -12.39 million, an increase of 16.68% year-on-year [1] - The gross margin was 55.48%, a decrease of 2.51% year-on-year [1] - The net margin was -20.84%, down 75.73% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 99.23 million, accounting for 55.98% of revenue, an increase of 11.41% year-on-year [1] - Earnings per share were -0.22, a decrease of 37.5% year-on-year [1] Cash Flow and Financial Health - The company's accounts receivable accounted for 63.68% of total revenue [1] - The cash flow per share was -0.3, an increase of 44.35% year-on-year [1] - The company's cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 88.63% [2] - The average operating cash flow over the past three years has been negative, indicating financial strain [2] Investment Returns - The company's historical median ROIC since listing is 10.47%, but the ROIC for the worst year, 2023, was -11.48% [2] - The company has reported losses in three out of four years since its IPO, indicating a fragile business model [2]
吉大正元:第九届董事会第十八次会议决议公告
Zheng Quan Ri Bao· 2025-08-27 13:37
Group 1 - The company Jida Zhengyuan announced the approval of multiple proposals during the 18th meeting of its 9th Board of Directors, including the proposal for the "2025 Semi-Annual Report and its Summary" [2]