开始播放免责声明本次电话会议请面向东北证券的专业投资机构客户或受邀客户仅供在新媒体背景下研究观点的及时交流第三方专家发言内容仅代表其个人观点所有信息或观点不构成投资建议根据监管规定未经东北证券事先书面许可 任何机构或个人严禁录音制作纪要转发转载传播复制编辑修改等涉嫌违反上述情形的我们将保留一切法律权利感谢您的理解和支持谢谢大家好欢迎参加东北传媒互联网宝铜机器人与微电机业务布局进展目前所有的参会者均处于静音状态在演讲结束后将给大家留有提问时间 现在有请主持人开始发言谢谢顺便的各位同志大家晚上好今天很荣幸我们邀请到宝通科技的埃尔总监常总还有宝通科技子公司泰迪斯电力传动科技有限公司的技术负责人李总然后市场对宝通科技的机器人与微电机业务的进展都比较关心然后今天我们很荣幸的请到两位嘉宾 然后今天呢我们就是针对市场关切的几个问题然后分别问下常总和李总啊就是首先第一个问题啊就是说我们看到那个宝东科技董事长包总然后又帅团队拜访了语速科技然后之前那个我们也披露了一些跟语速科技的合作情况然后就想问一下常总宝通与语速的合作的目前的进展 和目前保通机器人业务的布局情况好的 感谢赵老师的一个邀请首先大家可能也通过公众号看到了昨天董事长 ...

Core Viewpoint - The announcement from Baotong Technology regarding the planned share reduction by its major shareholders indicates a strategic move to meet personal financial needs while expressing continued confidence in the company's future [1][2]. Shareholder Reduction Plans - Baotong Technology's controlling shareholder and actual controller, Bao Zhifang, plans to reduce his holdings by up to 8,374,934 shares, representing no more than 2.00% of the total share capital, between July 29, 2025, and October 28, 2025 [1]. - Director and Vice President Tang Yu intends to reduce his holdings by up to 1,526,988 shares, accounting for no more than 0.36% of the total share capital, during the same period [1]. Share Price Performance - The highest share price for Baotong Technology was reported at 40.3 yuan on February 28, 2025, marking a new peak since its listing [2]. - As of July 7, 2025, the share price closed at 24.46 yuan, reflecting a decline of 39.3% from the peak price over the past four months [2]. Fundraising Activities - In June 2020, Baotong Technology completed the issuance of 5 million convertible bonds at a price of 100 yuan each, raising a total of 500 million yuan [2]. - After deducting underwriting and other issuance costs, the net proceeds from the fundraising amounted to 491.69 million yuan [2].

Group 1 - *ST San Sheng (002742.SZ): The controlling shareholder Pan Xianwen's 32.2 million shares have been transferred, accounting for 7.30% of the total share capital, reducing his holding from 17.26% to 16.75, with no change in company control [1] - Aikang Co., Ltd. (300889.SZ): Shareholders Zhang Fengbin and Feng Renrong reduced their holdings by a total of 1.76 million shares, accounting for 1.06% of the total share capital, completing the reduction plan [1] - Allianz Ruishi (301042.SZ): Director Shen Lei reduced his holdings by 98,700 shares, accounting for 0.14% of the total share capital, with the reduction plan period ending [1] Group 2 - Baotong Technology (300031.SZ): Controlling shareholder Bao Zhifang and director Tang Yu plan to reduce their holdings by up to 8.3749 million shares and 1.526988 million shares, accounting for no more than 2% and 0.36% of the total share capital, respectively [2] - Biyiwei (688045.SH): Shareholders Fang Guang Erqi and Yuan Chengjun plan to reduce their holdings by up to 139,680 shares and 69,840 shares, accounting for no more than 2% and 1% of the total share capital, respectively [2] - Chahua Co., Ltd. (603615.SH): Shareholder Shenzhen Hanjinliang reduced 2.397 million shares, accounting for 0.99% of the total share capital, completing the reduction plan [2] Group 3 - Dacai Co., Ltd. (605287.SH): Shareholder Qingdao Dikuang Chanquan Development Co., Ltd. reduced 3.64 million shares, accounting for 2.60% of the total share capital, completing the reduction plan [3] - Dize Pharmaceutical (688192.SH): Vice President Zhang Shiying reduced 161,550 shares, accounting for 0.0035% of the total share capital, completing the reduction plan [3] - Fuhan Micro (300613.SZ): Controlling shareholder's concerted action party plans to reduce up to 6.90208 million shares, accounting for 3% of the total share capital [3] Group 4 - Guanghuan Xinwang (300383.SZ): Directors and vice presidents plan to reduce a total of up to 720,476 shares, accounting for no more than 0.04% of the total share capital [4] - Hanyu Group (300403.SZ): Director and Vice President Wu Geming plans to reduce up to 1 million shares, accounting for 0.1658% of the total share capital [4] - Haosen Intelligent (688529.SH): Shareholders plan to reduce a total of up to 3 million shares, accounting for 1.7838% of the total share capital [4] Group 5 - Huilong New Materials (301057.SZ): Controlling shareholder's concerted action party plans to reduce up to 3.482902 million shares, accounting for 3% of the total share capital excluding repurchased shares [5] - Huitong Co., Ltd. (688219.SH): Shareholder Tong'an Fund reduced 4.667815 million shares, accounting for 0.93% of the total share capital, completing the reduction plan [5] Group 6 - Jiangsu Shentong (002438.SZ): Shareholder Huzhou Fenglin Huoshan Equity Investment Partnership reduced a total of 14.205 million shares, accounting for 2.798808% of the total share capital, completing the reduction plan [6] - Jiangtian Chemical (300927.SZ): Shareholder Jiangshan Co., Ltd. reduced 1.3265 million shares, accounting for 0.92% of the total share capital [6] - Jin Sanjiang (301059.SZ): Shareholder Guangzhou Saina reduced 104,900 shares, accounting for 0.05% of the total share capital, completing the reduction plan [6] Group 7 - Jingxue Energy (301010.SZ): Controlling shareholder's concerted action party reduced 1.08 million shares, accounting for 1% of the total share capital, completing the reduction plan [7] - Jiuwu High-Tech (300631.SZ): Vice President Wang Xiaohu and Cheng Junjun plan to reduce up to 18,900 shares and 5,000 shares, accounting for no more than 0.1511% and 0.04% of the total share capital, respectively [7] - Kanghui Pharmaceutical (603139.SH): Shareholder Shanghai Sailoxian plans to reduce up to 2.9964 million shares, accounting for 3% of the total share capital [7] Group 8 - Meino Biological (301156.SZ): Shareholder's concerted action party reduced 1.297029 million shares, accounting for 0.92% of the total share capital, completing the reduction plan [8] - Minfa Aluminum Industry (002578.SZ): Shareholder Huang Tianhuo reduced 6.6702 million shares, accounting for 0.71% of the total share capital, reducing his holding to 4.9963% [8] - Nuo Puxin (002215.SZ): Directors and senior management plan to reduce a total of up to 1.8607 million shares, accounting for no more than 0.185% of the total share capital [8] Group 9 - Entropy Technology (301330.SZ): Shareholders reduced a total of 4,693,864 shares, accounting for 1.9556% of the total share capital, completing the reduction plan [9] - Shengbang Co., Ltd. (301233.SZ): Supervisor Hu Jilin plans to reduce up to 5,650 shares, accounting for 0.0111% of the total share capital [9] - Shudao Equipment (300540.SZ): Senior management did not reduce their shares, and the reduction plan period has ended [9] Group 10 - Tongyu Communications (002792.SZ): Controlling shareholder and actual controller Shi Guiqing plans to reduce up to 15,653,487 shares, accounting for 2.9963% of the total share capital [10] Group 11 - Wuzhou Xinchun (603667.SH): Senior management plans to reduce a total of up to 22,500 shares, accounting for no more than 0.0061%, 0.0067%, and 0.0037% of the total share capital [11] - New Sharp Co., Ltd. (688257.SH): Senior management plans to reduce up to 750,000 shares, accounting for no more than 0.2971% of the total share capital [11] - New Hope (000876.SZ): Senior management reduced 225,000 shares, accounting for 0.005% of the total share capital, completing the reduction plan [11] Group 12 - Youke De (688158.SH): Shareholder Zhongyi Capital reduced 882,766 shares, accounting for 0.19% of the total share capital, completing the reduction plan [12] - Changqing Technology (001324.SZ): Shareholders reduced a total of 4,165,050 shares, accounting for 3.00% of the total share capital, completing the reduction plan [12] - Changxin Bochuang (300548.SZ): Shareholders plan to reduce up to 8.6 million shares, accounting for 2.95% of the total share capital [12] Group 13 - Zhongfu Industrial (600595.SH): Shareholder Henan Yicheng Chuangtou plans to reduce up to 40 million shares, accounting for 1% of the total share capital [13] - Zhuhai Ming Technology (300232.SZ): Controlling shareholder Lin Mingfeng plans to reduce up to 21,722,009 shares, accounting for 1.99% of the total share capital [13] - Zhuoyi Information (688258.SH): Employee shareholding platform plans to reduce up to 2,271,445 shares, accounting for no more than 1.88% of the total share capital [13]

Core Viewpoint - Wuxi has been selected as the only city in Jiangsu Province for the 2025 pilot program for new manufacturing technology transformation, highlighting its commitment to advancing intelligent, high-end, and green manufacturing practices [1][10]. Group 1: Focus on Intelligence - Wuxi is leading in intelligent manufacturing, exemplified by the "lighthouse factory" of Xincheng Special Steel, which integrates over 200 smart applications and significantly enhances production efficiency [2][3]. - The factory's implementation of AI and IoT technologies has resulted in an 11.79% increase in total output and a 46.7% reduction in product quality loss, achieving a profit of 4.376 billion yuan in a challenging market [3][4]. - Wuxi's strategy includes promoting "intelligent industrialization" and "industrial intelligence," focusing on key industries and establishing a multi-tiered intelligent factory system [4][10]. Group 2: Focus on High-End Manufacturing - Wuxi is enhancing its high-end manufacturing capabilities, as demonstrated by the new headquarters of Rihuan Technology, which aims to double production capacity and revenue through advanced X-ray detection equipment [5][6]. - The city is fostering a comprehensive innovation ecosystem, supporting key industries like integrated circuits and high-end equipment through policy initiatives and technology development [7][10]. - Wuxi's R&D investment intensity reached 3.44%, ranking second among Chinese prefecture-level cities, reflecting its commitment to high-end manufacturing [7][10]. Group 3: Focus on Green Development - Wuxi Baotong Technology has achieved recognition as a national "green factory," showcasing its commitment to sustainable practices and innovative green products [8][9]. - The city has successfully reduced its energy consumption per unit of GDP by 18% over the past three years, exceeding its energy-saving targets [10]. - Wuxi is leading in green initiatives, with over 6,000 green factory evaluations completed, and aims to implement numerous green transformation projects by 2027 [10][11].

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including management changes, stock trading fluctuations, and major contracts, which may present investment opportunities and risks for investors [2]. Group 1: Management Changes and Legal Issues - Scanda's chairman and general manager, Li Yuejie, along with director Zhu Chuncheng, have been subjected to criminal coercive measures due to alleged violations related to information disclosure [3]. - Longhong High-Tech is planning to acquire 100% equity of Guangxi Changke, leading to a stock suspension for up to 10 trading days [6]. Group 2: Stock Trading and Performance - New Asia Electronics reported abnormal stock trading with a cumulative price deviation exceeding 20% over three days, while confirming that its operations are normal and consistent with previously disclosed share reduction plans [5]. - ST Tiexin announced the removal of risk warnings and a name change, which will increase the trading limit from 5% to 10% [8]. Group 3: Financial Performance Forecasts - Industrial Fulian expects a net profit increase of 36.84% to 39.12% year-on-year for the first half of 2025, driven by a surge in AI-related business [18]. - Huayou Cobalt anticipates a net profit increase of 55.62% to 67.59% for the same period, benefiting from integrated operations and rising cobalt prices [19]. - Guoli Co. forecasts a staggering net profit increase of 130.91% to 158.08% for the first half of 2025, attributed to new product and market expansions [20]. - Bangji Technology expects a net profit increase of 166.77% to 200.91%, driven by increased sales from direct sales channels [21]. - Lier Chemical predicts a net profit increase of 185.24% to 196% due to rising product sales and cost reduction efforts [25]. Group 4: Major Contracts and Projects - Huadian Science and Technology signed significant contracts worth approximately RMB 25.16 billion for coal handling and transportation systems [41]. - Aerospace Engineering is the first candidate for a project with a bid of RMB 23.92 billion for a coal gasification facility [43].

Mergers and Acquisitions - Hangcha Group's subsidiary plans to increase capital and acquire approximately 99% of Guozhi Robotics [1] - Changhong High-Tech is planning to purchase 100% equity of Guangxi Changke through share issuance and cash payment, which is expected to constitute a major asset reorganization [2] Shareholding Changes - Newray's senior management plans to reduce their holdings by up to 0.3% of the company's shares due to personal financial needs [3] - Zhuoyi Information's employee shareholding platform intends to reduce its holdings by up to 1.88% of the company's shares due to employees' financial needs [4] - Baotong Technology's major shareholders plan to collectively reduce their holdings by up to 2.36% of the company's shares for personal financial reasons [5] Performance Disclosure - Huayou Cobalt expects a year-on-year increase of 56% to 68% in net profit attributable to shareholders for the first half of 2025, driven by integrated operations and rising cobalt prices [6] - Skyworth Digital anticipates a year-on-year decline of 76% to 65% in net profit attributable to shareholders for the first half of 2025 due to a significant drop in sales prices of smart terminal products [7] - Shandong Molong expects a year-on-year decline of 92% to 94% in net profit attributable to shareholders for the first half of 2025, primarily due to the previous year's asset sales [8][9] Investment Matters - Jinhe Biological's wholly-owned subsidiary plans to invest 158 million yuan in a wastewater treatment expansion project to enhance future profitability [10] Risk Matters - Risconda's chairman and a director have been subjected to criminal coercive measures due to allegations of information disclosure violations [11]

证券代码：300031 证券简称：宝通科技 公告编号：2025-030 无锡宝通科技股份有限公司 关于控股股东及实际控制人、董事减持股份 预披露的公告 公司控股股东及实际控制人、董事包志方先生及董事唐宇女士保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及其董事会全体人员保证公告内容真实、准确和完整，公告不存在 虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、持有本公司股份 82,950,952 股，占本公司总股本比例为 19.81% 的控股 股东及实际控制人、董事、总经理包志方先生拟计划在 2025 年 7 月 29 日至 2025 年 10 月 28 日以集中竞价方式/大宗交易方式减持本公司股份不超过 8,374,934 股，占本公司总股本比例不超过 2.00%。（若计划减持期间有送股、配股、资本公 积转增股本等股份变动事项，则对该数量进行相应调整）。 2、持有本公司股份 6,107,952 股，占本公司总股本比例为 1.46%的董事、副 总经理唐宇女士拟计划在 2025 年 7 月 29 日至 2025 年 10 月 28 日以集中竞价方 式/大宗交易方式 ...

证券代码：300031 证券简称：宝通科技 公告编号：2025-029 无锡宝通科技股份有限公司 2024 年度分红派息实施公告 本公司及其董事会全体人员保证公告内容真实、准确和完整，公告不存在 虚假记载、误导性陈述或者重大遗漏。 4、本次利润分配方案的实施距离股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 1、本次实施的利润分配方案为：以公司现有股份总数418,746,695股为基数， 向全体股东每10股派人民币1元现金（含税；扣税后，通过深股通持有股份的香 港市场投资者、QFII、RQFII以及持有首发前限售股的个人和证券投资基金每10 股派0.9元；持有首发后限售股、股权激励限售股及无限售流通股的个人股息红利 税实行差别化税率征收，本公司暂不扣缴个人所得税，待个人转让股票时，根据 其持股期限计算应纳税额【注】；持有首发后限售股、股权激励限售股及无限售 流通股的证券投资基金所涉红利税，对香港投资者持有基金份额部分按10%征收， 对内地投资者持有基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 1个月（含1个月）以内，每10股补缴税款0 ...

Group 1 - The valuation of core companies in the gaming sector is currently between 15-20x, which is significantly lower than that of core companies in the new consumption sector, indicating a positive outlook for the gaming sector [1][3] - On June 24, the gaming sector showed strong performance, with notable stock price increases: Glacier Network up 20%, Electric Soul Network up 10%, and other companies like Changqu Technology and Sheng Tian Network also seeing gains [1][2] - Recent policies from the Beijing Municipal Committee for Propaganda aim to promote high-quality development in the gaming and esports industry, emphasizing the integration of technology such as AI and AIGC into game development and operations [2][3] Group 2 - The policy document supports enterprises in the gaming and esports sector to invest in related fields such as artificial intelligence, game engines, and interactive streaming, encouraging the establishment of key laboratories and core technology breakthroughs [3] - The report from CITIC Securities highlights that gaming is an important yet overlooked aspect of new consumption, characterized by high frequency and cost-effectiveness, and the potential for generating original game IPs [3] - Huaxi Securities' research indicates that the industry is experiencing steady growth, with leading companies leveraging long-term IP operations and technological innovation to enhance user value, while the resilience of the overseas market is becoming a core competitive barrier [3]

Group 1 - The core point of the article is that Baotong Technology's wholly-owned subsidiary, Yihuan Network, has successfully re-entered the European and American markets with its MMORPG "ATHENA: Blood Twins" [1] - On the first day of its launch, the game attracted over 160,000 new users [1] - In its first month, the game generated revenue exceeding $5 million [1]