除了电子设备和仪器、集成电路，医疗保健、工业机械、电子元件等板块也获得了较多外资机构的关 注。百济神州、汇川技术、新产业、深南电路等行业龙头接受外资调研的次数位居前列。 ◎记者 王彭 据统计，5月以来，200余家外资机构现身A股上市公司调研名单，累计调研逾500次。具体而言，以电 子设备和仪器、集成电路为代表的硬科技领域是外资关注的焦点。 Wind数据显示，截至6月4日，5月以来共有222家外资机构调研了185家A股公司，累计调研532次。在这 份调研名单上，高盛、富达、贝莱德、瑞银、安联、Point72等机构频频现身。在接受外资机构调研的 行业中，代表硬科技领域的电子设备和仪器、集成电路等板块获得最多外资机构的关注。据统计，奥普 特、澜起科技、沪电股份、奥比中光等公司均吸引了30家以上外资机构的调研。 以澜起科技为例，公司5月29日披露了一份投资者关系活动记录表，瑞银、安联、富达、Point72等知名 外资机构均现身调研名单；沪电股份近日披露的投资者关系活动记录表显示，贝莱德、富达、高盛、摩 根大通等外资机构参与了公司5月19日的特定对象调研。 被称为"华尔街最疯狂的赚钱机器"的Point72在此期间调研1 ...

Group 1: Investor Relations Activities - The company conducted a series of investor relations activities from March 4 to May 30, 2025, including online meetings and on-site research, involving a total of 10 to 40 participants per event [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25]. Group 2: Business Development in High-Tech Fields - The company has strategically invested in high-tech and emerging technology sectors, focusing on AI, humanoid robots, and low-altitude economy, enhancing its service offerings in these areas [6][7]. - In the automotive sector, particularly in new energy vehicles, the company has established deep collaborations with numerous manufacturers, ensuring safety and reliability in vehicle testing [9][10]. Group 3: Digital Financial Technology - The company has developed a three-dimensional testing system for digital financial technology products, achieving national-level testing qualifications for client-side and embedded software [8]. - Recent acquisitions have strengthened the company's position in the cybersecurity assessment market, expanding its service capabilities across multiple regions [8]. Group 4: Semiconductor and Chip Industry - The company remains optimistic about the long-term potential of the semiconductor industry, actively pursuing transformation and investment in key areas such as FA and MA [11]. - The company has optimized its management team and is focusing on enhancing operational capabilities to adapt to market changes [11]. Group 5: Pharmaceutical and Medical Sector - The pharmaceutical sector has shown signs of recovery after a period of adjustment, with a focus on high-value areas and stable client relationships [12][13]. - The company has completed the construction of comprehensive testing capabilities for medical devices, ensuring steady growth in revenue and profit [12][13]. Group 6: Future Revenue and Profit Growth - The company has maintained a strategic focus on long-term growth despite economic challenges, implementing a "123 strategy" to enhance operational efficiency and market positioning [14][22]. - The company plans to optimize resource allocation to create a balanced portfolio of cash flow, high-growth, and future reserve businesses [14]. Group 7: Mergers and Acquisitions Strategy - The company is actively pursuing strategic mergers and acquisitions to enhance its international competitiveness, focusing on sectors such as consumer goods and transportation [15][18]. - Recent acquisitions include the purchase of ALS Group's subsidiary in China, aimed at expanding capabilities in geochemical testing [19][20]. Group 8: Shareholder Returns and Dividends - The company has implemented a cash dividend policy, distributing RMB 1 per 10 shares to shareholders, with a historical payout ratio of 64.01% over the past three years [21]. - The board is considering increasing mid-term cash dividends to enhance shareholder returns [21]. Group 9: Strategic Resilience Amid Uncertainty - The company is committed to maintaining strategic stability in the face of external uncertainties, focusing on lean management and operational excellence [22][23]. - Plans include the integration of AI technologies to improve efficiency and service quality across various business segments [23][24].

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 1 per 10 shares and no bonus shares, approved by the shareholders' meeting held on May 19, 2025 [1][2][3]. Summary by Sections Shareholders Meeting Approval - The profit distribution plan was approved during the 2024 annual shareholders' meeting, with a cash dividend of RMB 1 per 10 shares (including tax) and no bonus shares [1][2]. Profit Distribution Plan - The total share capital for the distribution is 1,672,828,214 shares after excluding 10,000,000 repurchased shares. The total cash dividend amount is calculated to be RMB 167,282,821.40 [4][8]. Dividend Payment Details - The cash dividends will be directly credited to shareholders' accounts on May 28, 2025, through their respective securities companies [7]. - Different tax rates apply for various categories of shareholders, with specific provisions for Hong Kong investors and domestic investors [4][8]. Record and Ex-Dividend Dates - The record date for the dividend distribution is set for May 27, 2025, and the ex-dividend date is May 28, 2025 [4][5]. Calculation of Dividend and Reference Price - The reference price for the ex-dividend will be adjusted based on the cash dividend distributed per share, calculated as RMB 0.0994057 per share [8].

Core Viewpoint - The company has announced its 2024 annual profit distribution plan, which includes a cash dividend of RMB 1 per 10 shares and no bonus shares, approved by the shareholders' meeting held on May 19, 2025 [1][2]. Summary by Sections 1. Profit Distribution Plan - The profit distribution plan involves a cash dividend of RMB 1 per 10 shares (including tax) for all shareholders, with no bonus shares distributed [1][2]. - The total amount for distribution will not exceed the distributable profits as per the financial statements, and adjustments will be made if the total share capital changes before implementation [1][2]. 2. Key Dates - The record date for the profit distribution is set for May 27, 2025, and the ex-dividend date is May 28, 2025 [2]. 3. Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their custodial securities companies on the ex-dividend date [3]. 4. Calculation of Dividend - The actual cash dividend amount is calculated based on the total share capital minus repurchased shares, resulting in a cash dividend of approximately RMB 0.994057 per 10 shares [4]. - The reference price for the ex-dividend will be adjusted based on the cash dividend amount and the total share capital on the record date [4]. 5. Consultation Information - The company provides contact details for inquiries regarding the profit distribution plan, including a contact person and phone numbers [3].

证券代码：300012 证券简称：华测检测 公告编号：2025-028 华测检测认证集团股份有限公司 2024 年年度权益分派实施公告 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。 华测检测认证集团股份有限公司（以下简称"公司"）2024 年年度权益分 派方案已获 2025 年 5 月 19 日召开的 2024 年度股东大会审议通过，现将权益分 派事宜公告如下： 一、股东大会审议通过权益分派方案情况 1、公司 2024 年度股东大会审议通过分配方案的具体内容：以公司实施利润 分配方案时股权登记日可参与利润分配的总股本为基数，向全体股东每 10 股派 发现金股利人民币 1 元（含税），送红股 0 股，以资本公积金向全体股东每 10 股转增 0 股。本次利润分配预案公布后至实施前，如公司参与分红总股本由于股 份回购、股权激励、员工持股计划等原因而发生变化时，按照分配比例不变的原 则，以未来实施本次分配预案时股权登记日参与分红的公司总股本为基数进行利 润分配，分红金额总额相应调整，公司预计分配总额不会超过财务报表上可供分 配利润。 现金（含税；扣税后，通过深股通持 ...

证券代码：300012 证券简称：华测检测 公告编号：2025-027 华测检测认证集团股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 1、本次股东大会无增加、变更、否决议案的情况； 2、本次股东大会不涉及变更前次股东大会决议。 一、会议召开和出席情况 1、会议召开时间： 5、主持人：董事长万峰先生。 6、公司董事、监事、高级管理人员出席了本次会议，见证律师列席了本次 会议。 7、本次股东大会的召开符合《公司法》《公司章程》等法律、法规及规范 性文件的规定。 （1）现场会议召开时间：2025 年 5 月 19 日（星期一）下午 14:30。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的时间为 2025 年 5 月 19 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具体时间为 2025 年 5 月 19 日 9:15-15:00 期间的 任意时间。 2、召开地点：深圳市宝安区新安街道留仙三路 4 号华测检测大楼一楼会议 ...

广东华商律师事务所 关于华测检测认证集团股份有限公司 2024 年度股东大会的 法律意见书 2025 年 5 月 中国深圳福田区深南大道 4011 号香港中旅大厦 第 21A-3 层、第 22A、23A、24A、25A、26A 层 广东华商律师事务所 关于华测检测认证集团股份有限公司 2024 年度股东大会的 法律意见书 致：华测检测认证集团股份有限公司 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》"）及中国证券监督管理委员会《上市公司 股东大会规则》（以下简称"《股东大会规则》"）等法律、法规及规范性文件的 规定，广东华商律师事务所（以下简称"本所"）接受华测检测认证集团股份有限 公司（以下简称"公司"）的委托，指派刘丽萍律师、张梅林律师出席了公司2024 年度股东大会（以下简称"本次股东大会"），就本次股东大会的有关问题，依法 出具本法律意见书。 本法律意见书仅就本次股东大会的召集和召开程序、出席本次股东大会人员的 资格、召集人资格、会议表决程序是否符合法律、法规及《公司章程》的规定以及 表决结果是否合法有效发表意见，并不对本次股东大会所审议的议 ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative return of over 20% within the next six months [6][17]. Core Views - The company has demonstrated stable revenue growth, with a total revenue of 6.084 billion yuan in 2024, reflecting an 8.55% year-on-year increase, and a net profit of 921 million yuan, up 1.19% year-on-year [1][2]. - The company is actively pursuing strategic mergers and acquisitions to enhance its international presence and core competitiveness, particularly in the green energy sector and electronic materials [4][6]. - The report highlights the company's strong performance in traditional sectors such as life sciences and industrial testing, with significant improvements in gross margins [3][4]. Financial Performance Summary - In 2024, the gross margin and net margin were 49.5% and 15.3%, respectively, showing a year-on-year increase of 1.41 percentage points and a decrease of 1.21 percentage points [2]. - For Q4 2024, the company achieved a revenue of 1.688 billion yuan, a year-on-year increase of 10.82%, and a net profit of 174 million yuan, up 2.96% year-on-year [2]. - The first quarter of 2025 saw revenues of 1.287 billion yuan, a 7.96% increase year-on-year, with a net profit of 136 million yuan, up 2.75% year-on-year [1][2]. Business Segment Analysis - In 2024, revenue from life sciences, industrial testing, consumer testing, trade assurance, and pharmaceuticals was 2.841 billion, 1.204 billion, 988 million, 764 million, and 287 million yuan, respectively, with year-on-year growth rates of 13.8%, 10.3%, 0.9%, 9.2%, and a decline of 14.7% [3]. - The environmental testing segment benefited from successful implementation of soil testing initiatives, leading to strong growth and improved gross margins [3]. - The industrial testing segment maintained stable operations in the maritime sector and expanded its global footprint through acquisitions, providing a strong growth impetus for 2025 [3][4]. Financial Forecast - The company expects net profits for 2025, 2026, and 2027 to be 1.013 billion, 1.154 billion, and 1.294 billion yuan, respectively, with year-on-year growth rates of 10%, 14%, and 12% [4][5]. - The report projects a revenue growth rate of 8.57% for 2025, with an estimated revenue of 6.605 billion yuan [5].

Core Points - The CSI All Share Commercial Services and Commercial Goods Index reported a decline of 1.62% over the past month, an increase of 6.05% over the past three months, and a year-to-date increase of 4.15% [1] - The index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [1] - The index's base date is December 31, 2004, with a base point of 1000.0 [1] Index Holdings - The top ten weighted stocks in the index include: - Xiaogoods City (11.09%) - Dinglong Co., Ltd. (5.85%) - Huace Testing (5.03%) - Hainan Huatie (4.43%) - Liyuan Information (3.03%) - Chenguang Co., Ltd. (3.01%) - Shannon Chip Creation (2.23%) - Juran Smart Home (2.23%) - China Automotive Research (2.05%) - Shenzhen Huaqiang (2.04%) [1] Market Distribution - The market distribution of the index holdings shows that the Shenzhen Stock Exchange accounts for 62.53%, the Shanghai Stock Exchange for 37.14%, and the Beijing Stock Exchange for 0.33% [2] - The industry composition of the index holdings includes: - Other Commercial Services and Goods: 35.04% - Traders: 32.62% - Market Services: 18.09% - Office Services and Goods: 10.79% - Commercial Printing: 3.46% [2] Sample Adjustment - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to special events affecting sample companies [2]

Investment Rating - The industry investment rating is "Positive" and is maintained [11]. Core Insights - The environmental sector's public fund holdings have slightly decreased, with a current allocation ratio of 0.23%, down by 0.02 percentage points from the previous quarter [6][18]. - The environmental industry is currently in a low allocation state, with a benchmark ratio of 1.04% [6][18]. - The report highlights a market shift towards high-performing stocks, particularly in waste incineration, which are favored by public funds due to their stable growth and strong performance [8][35]. Summary by Sections Fund Holdings Overview - As of Q1 2025, the total market value of the top ten holdings in the environmental sector is approximately 7.108 billion yuan, accounting for 0.23% of all disclosed fund products [2][6]. - A total of 316 fund products are heavily invested in 152 environmental companies, representing 4.18% of all disclosed fund products [6][18]. Key Companies and Performance - The leading companies by heavy fund holdings include: - Weiming Environmental: 1.313 billion yuan - Huace Testing: 1.015 billion yuan - Hanlan Environment: 950 million yuan - Longjing Environmental: 813 million yuan - Juguang Technology: 749 million yuan - Xingrong Environment: 456 million yuan [7][28]. - The companies with the highest proportion of fund holdings relative to their total market value include Juguang Technology (10.1%), Dadi Ocean (8.0%), Longjing Environmental (5.1%), Hanlan Environment (4.9%), and Huace Testing (4.7%) [30]. Investment Strategy - The report suggests a moderately optimistic outlook for 2025, particularly for waste incineration and water assets, emphasizing the importance of companies like Hanlan Environment, Xingrong Environment, Weiming Environmental, and others [8][35][36]. - The report identifies multiple catalysts for growth, including advancements in waste management, testing services, and renewable resources, recommending a focus on companies like Guodian Measurement and Zhuoyue New Energy [9][38][39].