Market Overview - The Shanghai Composite Index closed at 3853.44 points, above the annual line, with a gain of 0.83% [1] - The total trading volume of A-shares reached 1,894.457 billion yuan [1] Stocks Breaking Annual Line - A total of 153 A-shares have surpassed the annual line today, with notable stocks including Yunnan City Investment, Maiwei Co., and Dongsoft Zhaibo, showing significant deviation rates of 7.64%, 7.27%, and 5.57% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Jiuyuan Yinhai, Jida Communication, and Shanghai Jiubai [1] Top Stocks by Deviation Rate - Yunnan City Investment (600239) reported a daily increase of 10.16% with a deviation rate of 7.64% [1] - Maiwei Co. (300751) saw an 8.63% increase and a deviation rate of 7.27% [1] - Dongsoft Zhaibo (300183) increased by 5.91% with a deviation rate of 5.57% [1] Additional Notable Stocks - Nanjing Public Utilities (000421) increased by 5.03% with a deviation rate of 4.79% [1] - Suzhou High-tech (600736) rose by 4.86% with a deviation rate of 4.69% [1] - Other stocks with notable performance include Shunyu Co. (301519) and Leshi Xin (688631) with increases of 5.40% and 6.79% respectively [1]

Group 1 - The core viewpoint of the news highlights the strong performance of Alibaba-related stocks in the A-share market, driven by Alibaba's significant investment in AI infrastructure [1] - Alibaba's CEO announced a plan to invest 380 billion in AI infrastructure, indicating a substantial increase in computing power and energy consumption in the coming years [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, marking a significant shift towards the ASI era [1] Group 2 - Several stocks, including Hangzhou Steel, Zhongdian Xindong, and Shibei Gaoxin, reached their daily limit up, showcasing a strong market reaction [2] - Notable stock performances include NetEase Software rising by over 7%, and companies like Dongsoft Group and iFlytek increasing by over 6% [2] - The overall market sentiment is positive, as indicated by the MACD golden cross signal formation, suggesting a bullish trend for these stocks [2]

Core Points - The Shanghai Composite Index closed at 3845.91 points, above the annual line, with a gain of 0.63% [1] - The total trading volume of A-shares reached 1,420.282 billion yuan [1] - A total of 131 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from the annual line include: - Maiwei Co., Ltd. (300751) with a deviation rate of 8.90% and a daily increase of 10.29% [1] - Yunnan City Investment (600239) with a deviation rate of 7.64% and a daily increase of 10.16% [1] - Dongsoft Zhaibo (300183) with a deviation rate of 6.03% and a daily increase of 6.38% [1] Trading Activity - The trading turnover rates for the top stocks include: - Maiwei Co., Ltd. at 4.74% [1] - Yunnan City Investment at 4.25% [1] - Dongsoft Zhaibo at 4.67% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line with lower deviation rates include: - Nanjing Public Utilities (000421) with a deviation rate of 4.63% [1] - Suzhou High-tech (600736) with a deviation rate of 4.52% [1] - Fuguang Co., Ltd. (688010) with a deviation rate of 4.06% [1]

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司在2025年光亚展上推出的PLC-AIoT智能照明解决 方案及AI智能调试技术备受关注。该解决方案目前的商业化进展如何？已落地哪些重点项目？预计该 业务对公司未来营收的贡献比例将达到多少？ 东软载波（300183.SZ）9月24日在投资者互动平台表示，目前该智能照明解决方案已有多个客户在测 试，项目落地还需要时间。 ...

Core Viewpoint - The company reported a significant decline in net profit attributable to shareholders, down 76.36% year-on-year, primarily due to reduced revenue from power line carrier communication products and decreased gross margin in integrated circuit sales [2]. Group 1: Financial Performance - The net profit attributable to shareholders decreased by 76.36% year-on-year [2]. - The decline in profit is attributed to a decrease in revenue from power line carrier communication products and a drop in gross margin from integrated circuit business [2]. Group 2: Strategic Focus - The company has established a strategy to focus on key market demands, enhance system solution development, and improve product quality and service [2]. - There is an emphasis on accelerating product upgrades and development in the white goods, motor control, and battery management sectors [2]. - The company has completed the development of multiple chip models to better meet customer needs [2]. Group 3: Quality Management - The company is continuously upgrading its quality management system and improving internal product quality standards [2]. - The goal is to deliver high-quality products that meet the increasing quality requirements of downstream customers [2].

证券日报网讯东软载波9月23日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东人数 为36698户。 （文章来源：证券日报） ...

Core Viewpoint - Dongsoft Zhaibo (300183.SZ) has clarified that the company is not collaborating with Alibaba on the PPU project [1] Company Summary - Dongsoft Zhaibo has made a statement on the investor interaction platform regarding its non-participation in a partnership with Alibaba related to PPU [1]

Group 1 - Yishitong plans to repurchase shares worth between 30 million to 55 million yuan at a price not exceeding 40.69 yuan per share, intended for employee stock ownership plans or equity incentives [1] - Guoyao Modern's subsidiary has received approval for a sodium bicarbonate injection to increase specifications and pass consistency evaluation [2] - Xinjing plans to reduce its shareholding by up to 1.2 million shares, accounting for 0.78% of the total share capital, between October 14, 2025, and January 13, 2026 [2] Group 2 - Jinfeikeda intends to apply for an additional credit limit of up to 60 million yuan from Jiangsu Financial Leasing [3] - Boshi Co. signed a project contract worth 235 million yuan with Guoneng Yulin Chemical for a three-year service period starting from October 31, 2025 [4] - Luan Energy reported a coal sales volume of 3.78 million tons in August, a decrease of 13.70% year-on-year [6] Group 3 - Shengnong Development achieved sales revenue of 1.857 billion yuan in August, a year-on-year increase of 19.11% [8] - Huading Co. plans to transfer 9.26% of its shares through public solicitation of transferees [10] - China Metallurgical Group's new contract amount from January to August decreased by 18.2% year-on-year, totaling 679.57 billion yuan [12] Group 4 - Longjing Environmental plans to invest approximately 3.99 billion yuan in the construction of a hydropower station project in the Democratic Republic of the Congo [14] - Longjing Environmental also plans to invest 2.391 billion yuan in an integrated energy station project, expected to be operational by the second quarter of 2026 [15] - Transsion Holdings has set the transfer price for its shares at 81.81 yuan per share, with a subscription rate of 1.15 times [17] Group 5 - Sinopec Oilfield Services won a bid for a natural gas pipeline project with a contract value of 858 million yuan [18] - Huaitian Thermal Power received a warning letter from the Liaoning Securities Regulatory Bureau for information disclosure violations [20] - China Nuclear Engineering signed new contracts totaling 96.633 billion yuan as of August [22] Group 6 - Shanghai Mechanical plans to publicly transfer 67% of its stake in Simic Welding Materials, with an estimated value of 291 million yuan [24] - Zhongke Environmental appointed Tang Xia as the new deputy general manager [26] - Baiyang Pharmaceutical signed a strategic cooperation agreement with Jikun Pharmaceutical for a drug project [28] Group 7 - Jinsong New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for fundraising irregularities [27] - Weitang Industrial obtained a national invention patent for a battery tray welding deformation control device [29] - Dongsoft Carrier secured two national invention patents related to energy management and voltage regulation circuits [30] Group 8 - Lian De Equipment won a bid for the BOE AMOLED production line project with a total amount of 201 million yuan [31] - Jingjiawei signed a strategic cooperation agreement with Anchaoyun to develop high-performance cloud desktop solutions [32] - Chuaning Biological received approval for a 1 billion yuan medium-term note registration [34] Group 9 - Jifeng Co. plans to reduce its shareholding by up to 2% through block trading [36] - Taihe Intelligent plans to transfer 5.79% of its shares to Sunshine New Energy Development Co., Ltd. [36] - Yangmei Chemical will change its stock name to "Luhua Technology" starting September 17, 2025 [38] Group 10 - ST Songfa's subsidiary signed contracts for the construction of four container ships, with a total value of approximately 300 to 500 million USD [40] - Green Energy Huichong plans to establish a joint venture with Xianyang Economic Development Group with a registered capital of 250 million yuan [42] - Baiyao Tai received a milestone payment of 5.4 million USD from Intas Pharmaceuticals [38]

证券代码：300183 证券简称：东软载波 公告编号：2025-052 青岛东软载波科技股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 青岛东软载波科技股份有限公司（以下简称"公司"）于近日取得两项发明 专利，并取得了国家知识产权局颁发的相关专利证书，具体情况如下： 授权公告日：2025 年 9 月 9 日 授权公告号：CN 114188964 B 专利简介：本发明属于新能源技术领域，具体涉及一种基于 HPLC 能源路由 器的能量管理方法和系统。其包括以下步骤：S1、实时获取 PCC 处的交换功率 以及微电网各个设备的功率参数，计算功率需量值；S2、判断需量值是否越界， 若越界，则计算功率缺额；S3、对功率缺额进行处理，当功率缺额大于零时，增 加发电设备输出功率，发电设备输出功率不足以补偿功率缺额时，控制储能设备 放电；当功率缺额小于零时，控制储能设备充电，当储能设备充电增量不足以补 偿功率缺额时，减小光伏设备的输出功率。本发明可以降低用能费用，平滑发电 功率波动，同时提高储能设备寿命。 本专利技术已经用于公司智能微电 ...

Core Insights - Dongsoft Zhaibo experienced a decline of 2.92% on September 9, with a trading volume of 156 million yuan [1] - The company reported a net financing outflow of 823.89 million yuan on the same day, indicating a higher level of selling pressure [1] - As of September 9, the total margin balance for Dongsoft Zhaibo was 380 million yuan, representing 4.92% of its market capitalization [1] Financing and Margin Trading - On September 9, Dongsoft Zhaibo had a financing buy-in amount of 19.47 million yuan, while the financing repayment was 27.71 million yuan [1] - The current financing balance stands at 379 million yuan, which is above the 80th percentile of the past year, indicating a high level of margin trading activity [1] - In terms of securities lending, 100 shares were repaid while 8,400 shares were sold short, with a total short sale value of approximately 139,900 yuan [1] Company Overview - Dongsoft Zhaibo, established on June 30, 1993, and listed on February 22, 2011, specializes in low-voltage power line carrier communication products [1] - The company's main business revenue composition includes 64.62% from power line carrier communication products, 28.26% from integrated circuits, and 6.72% from intelligent business [1] - As of August 29, the number of shareholders decreased by 1.51% to 36,500, while the average circulating shares per person increased by 1.53% to 11,142 shares [2] Financial Performance - For the first half of 2025, Dongsoft Zhaibo reported a revenue of 504 million yuan, a year-on-year decrease of 9.46% [2] - The net profit attributable to the parent company was 13.52 million yuan, reflecting a significant year-on-year decline of 76.36% [2] - Cumulatively, the company has distributed 1.268 billion yuan in dividends since its A-share listing, with 162 million yuan distributed over the past three years [3]