每经AI快讯，国民技术（SZ 300077，收盘价：20.88元）11月26日晚间发布公告称，公司第六届第十二 次董事会会议于2025年11月26日以通讯方式召开。会议审议了《关于召开2025年第二次临时股东会的议 案》等文件。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 （记者 张明双） 2025年1至6月份，国民技术的营业收入构成为：集成电路和关键元器件占比50.98%，负极材料占比 46.02%，其他业务占比3.0%。 截至发稿，国民技术市值为122亿元。 ...

证券代码：300077 证券简称：国民技术 公告编号：2025-052 国民技术股份有限公司 关于续聘境内会计师事务所的公告 （1）机构名称：中兴财光华会计师事务所（特殊普通合伙） （2）成立日期：中兴财光华成立于 1999 年 1 月，2013 年 11 月转制为特殊普通 合伙。 （3）组织形式：特殊普通合伙企业 （4）注册地址：北京市西城区阜成门外大街 2 号万通金融中心 22 层 A24 （5）首席合伙人：姚庚春 （6）拥有财政部颁发的会计师事务所执业证书，是我国最早从事证券业务的会 计师事务所，具有多年的证券业务从业经验。截至 2024 年 12 月 31 日，中兴财光华 从业人员总数 2898 人，其中合伙人 187 人，注册会计师 804 人；注册会计师中 331 人签署过证券服务业务审计报告。 （7）2024 年度经审计业务收入 99,115.12 万元，其中审计业务收入 87,645.28 万 元，证券业务收入 39,661.81 万元。2024 年出具上市公司 2023 年度审计报告客户数 量 89 家，上市公司审计收费 11,285.00 万元，资产均值 124.75 亿元。主要行业分布 ...

证券代码：300077 证券简称：国民技术 公告编号：2025-051 国民技术股份有限公司 关于召开 2025 年第二次临时股东会的通知 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《公司法》和《国民技术股份有限公司章程》的有关规定，国民技术股 份有限公司（以下简称"公司"）第六届董事会第十二次会议决定于 2025 年 12 月 12 日（星期五）召开 2025 年第二次临时股东会。本次股东会采用现场表决、 网络投票相结合的方式进行。现将会议有关事项通知如下： 4、会议时间： （1）现场会议时间：2025 年 12 月 12 日（星期五）15:20 开始 （2）网络投票时间：2025 年 12 月 12 日 其中，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 12 月 12 日 9:15-9:25、9:30-11:30、13:00-15:00； 通过深圳证券交易所互联网投票系统进行网络投票的时间为 2025 年 12 月 12 日 9:15-15:00 的任意时间。 5、会议的召开方式： 一、召开会议的基本情况 1、股东会届次：202 ...

证券代码：300077 证券简称：国民技术 公告编号：2025-050 国民技术股份有限公司 第六届董事会第十二次会议决议公告 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、董事会会议召开情况 本议案尚需提交公司股东会审议。 2、审议通过《关于召开2025年第二次临时股东会的议案》 国民技术股份有限公司（以下简称"公司""国民技术"）第六届董事会第十 二次会议于 2025 年 11 月 26 日以通讯方式召开，会议通知于 2025 年 11 月 23 日以 电子邮件并电话通知的方式送达，本次应参加会议董事 7 人，实际参加会议董事 7 人。本次会议由董事长孙迎彤先生主持，财务总监以及董事会秘书列席了本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》和《公司章程》的有关 规定，会议决议合法、有效。 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议通过议案如下： 1、审议通过《关于续聘境内会计师事务所的议案》 中兴财光华会计师事务所（特殊普通合伙）在2024年度境内A股审计服务中工作 认真，工作成果客观公正，能够实事求是地对公司2024年度 ...

Core Insights - The graphite electrode sector experienced a decline of 3.51% as of the market close on November 18, with major stocks like Putailai and Baotailong hitting the daily limit down [1][2] - The sector saw a net outflow of 1.26 billion yuan from main funds, with 15 stocks experiencing outflows, and 5 stocks seeing outflows exceeding 100 million yuan [1] Market Performance - The top gainers in the graphite electrode sector included Guomin Technology and Fangda Carbon, which rose by 3.61% and 2.04% respectively [1] - Other concept sectors that performed well included Xiaohongshu and Pinduoduo, with increases of 3.16% and 3.14% respectively, while sodium-ion batteries and fluorochemical concepts saw declines of 3.76% [1] Fund Flow Analysis - The stock with the highest net outflow was Putailai, with a net outflow of 321.46 million yuan, followed by Zhongke Electric and Baotailong with outflows of 195.29 million yuan and 159.50 million yuan respectively [1][2] - Stocks with the highest net inflows included Fangda Carbon and Guomin Technology, with inflows of 156.57 million yuan and 69.36 million yuan respectively [2]

Core Viewpoint - Guomian Technology's stock rose by 5.19% to 22.72 CNY per share, with a trading volume of 384 million CNY and a turnover rate of 3.09%, resulting in a total market capitalization of 13.249 billion CNY [1] Company Overview - Guomian Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on March 20, 2000, with its listing date on April 30, 2010 [1] - The company's main business involves the development and sales of security chips and communication chip products and solutions [1] - Revenue composition includes integrated circuits and key components at 50.98%, anode materials at 46.02%, and other supplementary sources at 3.00% [1] Shareholder Information - Among the top ten circulating shareholders of Guomian Technology, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 53,800 shares in the third quarter, now holding 5.335 million shares, which accounts for 0.94% of circulating shares [2] - The estimated floating profit from this position is approximately 5.9752 million CNY [2] Fund Manager Details - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 13 days [3] - The total asset size of the fund is 122.76 billion CNY, with the best fund return during the tenure being 181.49% and the worst being -15.93% [3]

今年以来国民技术已经2次登上龙虎榜，最近一次登上龙虎榜为4月9日，当日龙虎榜净买入2.00亿元； 买入总计3.40亿元 ，占总成交额比18.81%；卖出总计1.40亿元 ，占总成交额比7.75%。 资金流向方面，主力资金净流出1274.58万元，特大单买入565.03万元，占比2.73%，卖出579.64万元， 占比2.80%；大单买入3396.66万元，占比16.40%，卖出4656.63万元，占比22.48%。 分红方面，国民技术A股上市后累计派现2.11亿元。近三年，累计派现0.00元。 国民技术今年以来股价跌8.85%，近5个交易日跌3.64%，近20日跌3.64%，近60日跌16.81%。 资料显示，国民技术股份有限公司位于广东省深圳市南山区西丽街道松坪山社区宝深路109号国民技术 大厦,香港铜锣湾希慎道33号利园1期19楼1910室，成立日期2000年3月20日，上市日期2010年4月30日， 公司主营业务涉及安全芯片和通讯芯片产品及解决方案的开发和销售。主营业务收入构成为：集成电路 和关键元器件等50.98%，负极材料46.02%，其他(补充)3.00%。 11月17日，国民技术盘中上涨2.02 ...

Group 1: Industry Overview - The lithium battery anode material industry showed a positive growth trend in the first three quarters of 2025, with most listed companies reporting significant revenue increases, except for Shanhe Intelligent, which experienced a decline [2][5] - The fastest revenue growth among listed companies was recorded by Shangtai Technology, with a year-on-year increase of 52.09% [2][5] - The overall net profit of the lithium battery anode industry increased significantly, with over half of the listed companies turning from negative to positive net profit, except for Xiangfenghua, which saw a decline [5][6] Group 2: Company Performance Beiterui - Beiterui achieved a revenue of 123.8 billion yuan in the first three quarters of 2025, a year-on-year increase of 20.6%, with a net profit of 7.68 billion yuan, up 14.37% [12][13] - The gross margin decreased by 0.59 percentage points, while the net margin increased by 1.2 percentage points [12][13] Singshan Co., Ltd. - Singshan reported a revenue of 148.1 billion yuan, a year-on-year increase of 11.48%, and a net profit of 2.84 billion yuan, up 1121.72% [15][16] - Both gross and net margins improved, with gross margin rising by 1.42 percentage points and net margin by 1.83 percentage points [15][16] Putailai (Zicheng Technology) - Putailai achieved a revenue of 108.3 billion yuan, a year-on-year increase of 10.06%, and a net profit of 17 billion yuan, up 37.25% [20][21] - The gross margin increased by 3.36 percentage points, and the net margin rose by 2.59 percentage points [20][21] Zhongke Electric (Zhongke Xingcheng) - Zhongke Electric reported a revenue of 59.04 billion yuan, a year-on-year increase of 52.03%, and a net profit of 4.02 billion yuan, up 118.85% [24][25] - The gross margin decreased by 0.93 percentage points, while the net margin increased by 2.12 percentage points [24][25] Shangtai Technology - Shangtai Technology achieved a revenue of 55.06 billion yuan, a year-on-year increase of 52.09%, and a net profit of 7.11 billion yuan, up 23.08% [28][29] - Both gross and net margins showed a downward trend, with gross margin decreasing by 2.73 percentage points and net margin by 3.04 percentage points [28][29] Xiangfenghua - Xiangfenghua reported a revenue of 11.31 billion yuan, a year-on-year increase of 8.16%, but a net profit decline of 64.64%, amounting to 0.2 billion yuan [33][34] - Both gross and net margins decreased, with gross margin down by 7.38 percentage points and net margin down by 3.62 percentage points [33][34] Yicheng New Energy - Yicheng New Energy achieved a revenue of 30.10 billion yuan, a year-on-year increase of 12.79%, but reported a net loss of 2.65 billion yuan, although this was a 55.2% improvement from the previous year [36][37] - Both gross and net margins improved, with gross margin up by 1.71 percentage points and net margin up by 16.1 percentage points [36][37] Suotong Development - Suotong Development reported a revenue of 127.6 billion yuan, a year-on-year increase of 28.66%, and a net profit of 6.54 billion yuan, up 201.81% [39][40] - Both gross and net margins increased, with gross margin up by 4.84 percentage points and net margin up by 3.49 percentage points [39][40] Shanhe Intelligent - Shanhe Intelligent achieved a revenue of 50.57 billion yuan, a year-on-year decrease of 2.08%, but a significant net profit increase of 177.57%, amounting to 0.97 billion yuan [41][42] - The gross margin decreased by 0.41 percentage points, while the net margin increased by 1.09 percentage points [41][42] Guomin Technology - Guomin Technology reported a revenue of 9.58 billion yuan, a year-on-year increase of 16.73%, but a net loss of 0.74 billion yuan, although this represented a 50.63% reduction in losses [44][45] - Both gross and net margins improved, with gross margin up by 0.03 percentage points and net margin up by 12.32 percentage points [44][45]

Core Insights - The quantum technology sector is experiencing significant advancements, with both policy support and technological breakthroughs driving growth [2][3][4] - The global quantum computing industry is projected to grow from $4.7 billion in 2023 to over $800 billion by 2035, indicating substantial market potential [4] - A total of over 60 A-share companies are involved in quantum technology, with significant R&D investments, particularly in quantum security chips and modules [4][5] Policy Developments - Anhui Province is focusing on scaling quantum technology applications, aiming to implement nearly 300 application scenarios by the end of this year and 1,000 by 2027 [2] Technological Breakthroughs - Domestic advancements include a new architecture for atomic quantum computing that addresses challenges in high parallelism, speed, and stability [3] - Internationally, a team from the University of Chicago has theoretically extended the connection distance between quantum computers to 2,000 kilometers [3] Industry Growth and Investment - In the first three quarters of this year, A-share companies involved in quantum technology reported a total R&D expenditure of 69.47 billion yuan, accounting for 3.86% of total revenue [4] - Notable companies with high R&D expenditure include China Mobile, ZTE, and China Telecom, with 国芯科技 leading at 89.03% of revenue spent on R&D [4][5] Market Opportunities - Quantum communication, particularly quantum key distribution (QKD), is identified as the most mature and commercially viable area within quantum technology [3] - Quantum measurement is also highlighted as an early revenue-generating sector, akin to "hidden champions" in niche markets [3]

证券代码：300077 证券简称：国民技术 公告编号：2025-049 国民技术股份有限公司 关于为控股子公司内蒙古斯诺的全资子公司 提供担保的进展公告 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。 特别风险提示： 本次担保生效后，国民技术股份有限公司（以下简称"公司"、"国民技术"） 及控股子公司提供担保总额超过公司最近一期经审计净资产100%，公司为资产 负债率超过70%的单位担保金额超过公司最近一期经审计净资产50%，前述担保 均为公司对合并报表范围内子公司的担保及合并报表范围内子公司之间提供的 担保，敬请投资者充分关注担保风险。 一、担保情况概述 单位：人民币（万元） | 被担保方 | 本次使 | 本次担保前对 | 本次担保后对 | 本次担保后 | 是否关 | | --- | --- | --- | --- | --- | --- | | | 用担保 | 被担保方的担 | 被担保方的担 | 剩余可用的 | 联担保 | | | 额度 | 保余额 | 保余额 | 担保额度 | | | 湖北斯诺 | 3,000.00 | 31,855.37 | 34,85 ...