今天上午，A股多点开花，盘面上，变与不变并存。 不变的一面体现在：在现货黄金持续创新高带动下，贵金属板块继续走强；市场继续抱团人气股，国芳 集团、中毅达涨停，国光连锁、安记食品大涨。 变的一面是：科技股的人气逐渐回暖。今天上午，在A股成交额榜前列，科技股数量明显增多，其中， 拓维信息、寒武纪上午成交额分别居A股第一、第二位。 值得一提的是， AI又跑出新的"风口"——MCP概念 ，东方材料、恒锋信息、合合信息、汉得信息等概 念股上午大涨。MCP（Model Context Protocol）协议，即模型上下文协议。该协议是一种开放协议，支 持大模型应用程序与外部数据源和工具之间的无缝集成。 从3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 这也正如市场此前所预期，经历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 机构表示，目前AI应用已处于突破阶段，在多模态、Agent（智能体）等驱动下需求上扬、产业景气度 维持高涨。中期来看，只要AI叙事逻辑未发生根本性动摇，产业发展 ...

Banking Sector - Bank stocks experienced a pullback after reaching highs, with notable declines in Qilu Bank, Ping An Bank, Pudong Development Bank, and Chengdu Bank, all dropping over 1% [1] - The year-to-date performance of various banks shows mixed results, with Qilu Bank up 10.34%, while Ping An Bank down 5.81% [2] Gold Sector - Gold-related stocks surged, with companies like Xiaocheng Technology and Lai Shen Tong Ling hitting the daily limit, while others like Chifeng Gold and Hunan Gold rose over 7% [1] - Spot gold prices increased by 1.7%, surpassing $3,380 per ounce, indicating strong market interest [1] LPR Rates - The one-year LPR remains at 3.10% and the five-year LPR at 3.60%, unchanged for six months [4][6] - The stability in LPR is attributed to the steady 7-day reverse repurchase rate and low net interest margins for banks, reducing the incentive to lower LPR [6] Economic Outlook - Recent economic data shows a GDP growth of 5.4% year-on-year and a 1.2% quarter-on-quarter increase, indicating a recovery in the economy [8] - Financial support for the real economy remains robust, suggesting that there is no immediate urgency for rate cuts [8] Monetary Policy Insights - Experts predict a potential reserve requirement ratio (RRR) cut of 25-50 basis points around the April Politburo meeting to support credit expansion [9] - Structural monetary policy tools may be introduced to guide credit flow and reduce financing costs for enterprises [9][10]

展望后市，多家机构认为，黄金价格或仍有上行空间，投资者对避险资产的配置意愿持续增强。在高盛的乐观情景假设下，若美国经济陷入衰退，黄金ETF的资金 流入或将进一步提速，推动金价年内升至3880美元/盎司。 黄金飙涨 4月21日早盘，上期所黄金期货主力合约再度飙涨，一举突破800元/克关口，创历史新高，一度大涨超2%，今年迄今累计涨超30％。 受此影响，A股开盘后，黄金股集体大涨，晓程科技一度冲击20CM涨停，现涨超16%；鹏欣资源、潮宏基强势涨停，赤峰黄金、西部黄金、湖南黄金、山东黄金、 中金黄金、山金国际等跟涨。 与此同时，现货黄金价格一度突破3380美元/盎司，再度刷新历史最高点位，现涨1.56%。 黄金一路狂飙。 今日早间，黄金价格再度大涨，上期所黄金期货主力合约一举突破800元/克关口，创历史新高；现货黄金价格一度突破3380美元/盎司，再度刷新历史最高点位。A 股开盘后，黄金股全线大涨，晓程科技一度冲击20CM涨停，鹏欣资源强势涨停。 与此同时，上海黄金交易所公告称，近期贵金属价格波动剧烈。请各会员提高风险防范意识，继续做好风险应急预案，维护市场平稳运行。同时，提示投资者做好 风险防范工作，合理控制仓 ...

智通财经4月21日电，晓程科技、莱绅通灵、潮宏基、鹏欣资源涨停，赤峰黄金、株冶集团、湖南黄 金、西部黄金等涨超7%。消息面上，现货黄金日内涨超1.7%，突破3380美元/盎司。 黄金概念持续走高 晓程科技20CM涨停 ...

Core Viewpoint - The company plans to produce 500 to 700 kilograms of gold by 2025 from its mining operations in Ghana, which remain unaffected by new regulatory measures [1] Group 1 - The construction of the FGM processing plant is accelerating, with an expected operational start in the fourth quarter of 2025 [1] - The daily processing capacity of ore is anticipated to significantly increase with the new plant [1] - The company is considering changing its stock abbreviation to "Xiaocheng Gold" [1]

投资者关系活动记录表 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度业绩说明会的投资者 | | 时间 | 2025年04月18日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 财务总监 周劲松 | | | 董事会秘书 王含静 1.你好：公司公布较好年报股价高开冲高后大幅下跌让看好公 | | | 司年报及一季度净利增长的投资者大失所望，请问加纳新的黄金管 | | 投资者关系活动主要内容 | 控措施是否对公司在加纳的金矿带来不利影响，谢谢 | | 介绍 | 答:目前加纳的金矿经营没有受到影响。 | | | 2.2024年报是一份非常好的年报，黄金产量增长54%，黄金销 | | | 售收入增长95%，经营现金流净值增长3408%。更加可喜的是储量， | | | 年报第11页 ...

概述 近期晓程科技（300139）发布2024年年报，证券之星财报模型分析如下： 晓程科技发布的2024年年报显示，公司在报告期内实现了显著的业绩增长。营业总收入达到3.5亿元， 同比上升47.71%；归母净利润为4655.48万元，同比上升235.42%；扣非净利润为2735.3万元，同比上升 178.0%。第四季度的表现尤为突出，营业总收入为1.13亿元，同比上升115.64%；归母净利润为590.74 万元，同比上升107.74%。盈利能力分析 2024年，晓程科技的盈利能力显著提升。毛利率为57.69%，同比增加了63.17%；净利率为17.88%，同 比增加了225.54%。这表明公司在控制成本和提高产品附加值方面取得了显著成效。每股收益为0.17 元，同比增加了230.77%，显示出公司盈利能力的大幅提升。现金流状况 公司的现金流状况显著改善。每股经营性现金流为0.33元，同比增加了3408.30%。这一巨大增幅反映了 公司在经营活动中的现金流入大幅增加，有助于增强公司的资金流动性。成本与费用控制 公司在成本和费用控制方面表现出色。销售费用、管理费用、财务费用总计为8131.46万元，三费占营 收 ...

涨疯了！黄金行情爆发中 一键布局买入避险资产>>> 贵金属概念盘初活跃，晓程科技（300139）涨超5%，西部黄金（601069）、四川黄金（001337）、赤 峰黄金（600988）、山东黄金（600547）等集体高开。消息面上，现货黄金首次突破3350美元大关。 ...

Group 1: Stock Buybacks and Loans - Goer Group announced a stock buyback plan of 500 million to 1 billion yuan for employee stock ownership or equity incentive plans, and received a loan commitment of 860 million yuan from China Construction Bank for this purpose [1] - China Railway received a loan commitment of up to 1.6 billion yuan from Industrial and Commercial Bank of China for stock buyback, specifically for repurchasing A-shares [2] - Yapu Co. plans to repurchase shares with an amount between 100 million to 200 million yuan, with a maximum repurchase price of 24.36 yuan per share [18] - Yongguan New Materials intends to repurchase shares with an amount between 30 million to 50 million yuan, with a maximum price of 20.50 yuan per share [19] Group 2: Acquisitions - Guangyun Technology plans to acquire 100% of Yilian Infinite for a cash consideration not exceeding 650 million yuan, focusing on network equipment sales in BRICS and Belt and Road countries [3] - Jiulian Technology is planning to acquire 51% of Chengdu Nengtong Technology, which is involved in military radar and electronic countermeasures, indicating a significant asset restructuring [4] - Zijin Mining completed the acquisition of 100% equity in Newmont Corporation's Akyem gold mine in Ghana, which had a revenue of 574 million USD and a net profit of 128 million USD in 2023 [6] Group 3: Financial Performance - Xiaocheng Technology reported a net profit of 46.55 million yuan for 2024, reversing a loss from the previous year, with a revenue increase of 47.71% [14] - Zongshen Power expects a net profit of 204 million to 240 million yuan for Q1 2025, representing a year-on-year increase of 70% to 100% [15] - Maoshuo Power reported a net profit of 598,000 yuan for Q1 2025, a significant decline of 95% year-on-year [16] Group 4: Regulatory and Market Updates - ST Pengbo's stock closed at 0.98 yuan, below the 1 yuan threshold, which may lead to delisting if it remains below this price for 20 consecutive trading days [5] - ST Hanma announced the removal of delisting risk warnings, changing its stock name to Hanma Technology, and increasing the daily price fluctuation limit from 5% to 10% [7] - Beiyinmei received an administrative regulatory measure from the Zhejiang Securities Regulatory Bureau due to issues with revenue recognition and non-operating fund occupation by its controlling shareholder [9]

利安达会计师事务所(特殊普通合伙) 北京晓程科技股份有限公司 审 计 报 告 2024 年度 目 录 | | | 页次 | | --- | --- | --- | | 一 、 | 审计报告 | 1-5 | | 二 、 | 合 并 资 产 负 债 表 | 6-7 | | 三 、 | 合 并 利 润 表 | 8 | | 四 、 | 合 并 现 金 流 量 表 | 9 | | 五 、 | 合 并 股 东 权 益 变 动 表 | 10-11 | | 六 、 | 资 产 负 债 表 | 12-13 | | 七 、 | 利润表 | 14 | | 八 、 | 现 金 流 量 表 | 15 | | 九 、 | 股 东 权 益 变 动 表 | 16-17 | | 十 、 | 财 务 报 表 附 注 | 18-116 | 委托单位：北京晓程科技股份有限公司 审计单位：利安达会计师事务所（特殊普通合伙） 联系电话：（ 010） 85 886680 传真号码：（ 010） 85 886690 利安达会计师事务所(特殊普通合伙) 审 计 报 告 利安达审字[2025] 第 0160 号 北京晓程科技股份有限公司全体股东： 一、审计意见 ...