Group 1 - The core viewpoint of the news is that Xuanji Information (300324) has experienced a decline in stock price and a mixed performance in its latest financial results [1][3] - As of July 29, 2025, Xuanji Information's stock closed at 4.83 yuan, down 1.83%, with a turnover rate of 5.06% and a trading volume of 865,500 hands, amounting to 416 million yuan [1] - The company reported total revenue of 474 million yuan for Q1 2025, a year-on-year increase of 1.43%, while net profit attributable to shareholders decreased by 23.26% to 59.13 million yuan [1] Group 2 - The company has a liquidity ratio of 1.513 and a quick ratio of 1.322, indicating its short-term financial health [1] - Xuanji Information has invested in 60 companies and participated in 200 bidding projects, showcasing its active engagement in the market [2] - The company holds 147 trademark registrations and 311 patents, reflecting its focus on intellectual property [2]

Investment Rating - The report maintains a positive outlook on the defense and military industry, suggesting an "Overweight" rating, indicating that the industry is expected to outperform the overall market [4][29]. Core Insights - The defense and military sector is experiencing a significant upward cycle driven by domestic demand and military modernization efforts, particularly the transition to "mechanization + informationization" and the upcoming "intelligent + unmanned" era [5][6]. - The report highlights the increasing global military trade demand due to geopolitical changes, which is expected to create a strong resonance between supply and demand in China's military trade [5]. - The valuation of the military industry is projected to rise as the sector benefits from both domestic construction cycles and the reshaping of global military trade dynamics, leading to higher market recognition and valuation [5][14]. Market Review - Last week, the Shenwan Defense and Military Index rose by 1.36%, while the CSI Military Leaders Index increased by 1.3%. In comparison, the Shanghai Composite Index rose by 1.4%, and the CSI 300 Index increased by 1.54% [4][6]. - The report notes that the defense and military sector's performance ranked 13th among 31 Shenwan primary industry sectors [6]. - The top five performing stocks in the defense and military sector last week were: - Morningstar Aviation (24.21%) - China Ship Emergency (20.23%) - Xuanji Information (17.67%) - Rongfa Nuclear Power (17.02%) - Parker New Materials (12.24%) [6][13]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 81.14, placing it in the upper range historically, with a valuation percentile of 70.36% since January 2014 and 99.24% since January 2019 [14][19]. - The report indicates a slight differentiation in valuations among sub-sectors, with aerospace and aviation equipment showing relatively high PE valuations since 2020 [14][19]. Key Valuation Targets - The report lists several key targets within the military sector, including: - High-end combat capabilities: AVIC Shenyang Aircraft, AVIC Chengdu Aircraft, Inner Mongolia First Machinery, and others. - New quality combat capabilities: Chengdu Huamei, Xindong Link, Aerospace Electronics, and others [5][21].

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The computer industry experienced a slight decline of 0.05% [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.926 billion yuan, with 8 sectors seeing net inflows [1] - The computer industry had the largest net inflow of capital at 2.811 billion yuan, despite its decline [1] - The banking sector also saw a net inflow of 758 million yuan while increasing by 1.84% [1] Computer Industry Performance - Within the computer industry, there are 335 stocks, with 94 stocks rising and 231 stocks falling [2] - The top three stocks with the highest net inflow were Dazhihui, Changliang Technology, and Xinyada, with net inflows of 479 million yuan, 425 million yuan, and 353 million yuan respectively [2] - The stocks with the largest net outflows included Xuanji Information, Inspur Information, and Hikvision, with net outflows of 203 million yuan, 163 million yuan, and 105 million yuan respectively [2][3] Capital Inflow and Outflow Rankings - The top stocks in terms of capital inflow included: - Dazhihui: +6.83%, 13.07% turnover, 479.43 million yuan inflow - Changliang Technology: +13.31%, 31.83% turnover, 425.40 million yuan inflow - Xinyada: +10.03%, 24.29% turnover, 352.72 million yuan inflow [2] - The top stocks in terms of capital outflow included: - Xuanji Information: -6.12%, 18.77% turnover, -202.71 million yuan outflow - Inspur Information: -1.24%, 2.10% turnover, -163.17 million yuan outflow - Hikvision: -0.36%, 0.33% turnover, -105.02 million yuan outflow [3]

Group 1 - The core viewpoint of the news is that Xuanji Information successfully completed a performance verification of an AI chip developed by Zhejiang Qusu Technology, leading to a significant stock price increase [1][4] - In 2023, Xuanji Information invested 300 million yuan to acquire a 13.23% stake in Zhejiang Qusu, which committed to launching a next-generation AI chip by June 30, 2025 [2][3] - The newly developed "TGU01 chip" and its associated Bumblebee server were launched on June 30, meeting the performance requirements set in the investment agreement [2][3] Group 2 - Despite the investment in AI, Xuanji Information's core business is in software and information technology services, and it has been undergoing a strategic transformation towards digitalization and intelligent products [5][6] - In 2024, Xuanji Information reported a revenue of 2.723 billion yuan, a year-on-year decrease of 9.23%, and incurred a loss of 274 million yuan [5][7] - The company experienced a net cash flow from operating activities of 35.06 million yuan in 2024, a decline of 22.18% compared to the previous year [5][6]

Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of the 28 sectors experiencing gains, led by the comprehensive and pharmaceutical sectors, which increased by 2.60% and 1.80% respectively [1] - The computer industry was the biggest loser, declining by 1.18%, with a net outflow of 8.395 billion yuan in capital [1] Computer Industry Analysis - The computer sector had 336 stocks, with 78 rising and 256 falling; one stock hit the daily limit up while another hit the limit down [1] - Among the stocks with net inflows, 95 saw capital inflows, with five exceeding 50 million yuan; the top inflow was for Xuanji Information, which received 352 million yuan [1] - The top three stocks with the highest capital outflows included Sifang Precision, with an outflow of 731 million yuan, followed by Hengsheng Electronics and Guiding Compass, with outflows of 659 million yuan and 448 million yuan respectively [2] Capital Flow in Computer Sector Inflow Leaders - Xuanji Information: +20.00%, turnover rate 12.50%, net inflow 351.84 million yuan [1] - Changshan Beiming: +3.18%, turnover rate 7.63%, net inflow 107.51 million yuan [1] - Huibo Yuntong: +0.65%, turnover rate 14.50%, net inflow 85.95 million yuan [1] Outflow Leaders - Sifang Precision: -9.55%, turnover rate 25.04%, net outflow -730.62 million yuan [2] - Hengsheng Electronics: -4.32%, turnover rate 5.35%, net outflow -658.75 million yuan [2] - Guiding Compass: -3.45%, turnover rate 8.33%, net outflow -448.06 million yuan [2] ETF Performance - Food and Beverage ETF (Product Code: 515170): No change in the last five days, PE ratio 19.79, net outflow of 4.03 million yuan [4] - Gaming ETF (Product Code: 159869): Increased by 8.63% in the last five days, PE ratio 43.19, net outflow of 10.88 million yuan [4] - Semiconductor ETF (Product Code: 588170): Increased by 2.87% in the last five days, net inflow of 3.79 million yuan [5] - Cloud Computing ETF (Product Code: 516630): Increased by 4.46% in the last five days, PE ratio 102.69, net outflow of 0.41 million yuan [5]

北京旋极信息技术股份有限公司（以下简称"公司"）于2023年9月22日召 开第五届董事会第二十四次会议，审议通过了《关于购买浙江曲速科技有限公司 股权并增资的议案》，董事会同意公司使用自筹资金人民币10,000万元对浙江曲 速科技有限公司（以下简称"浙江曲速"）进行增资，同时使用20,000万元向原 股东购买10%股权，交易完成后，公司持有浙江曲速13.23%股权。2023年10月27 日，公司与浙江曲速及原股东签订了《有关浙江曲速科技有限公司之投资协议》。 2023年11月8日，公司与浙江曲速及戴斌签订了《关于浙江曲速科技有限公司之 股权转让协议》。2024年1月31日，浙江曲速完成了相关工商变更登记手续。 上述内容详见公司在巨潮资讯网披露的相关公告。 二、对赌约定情况 浙江曲速承诺2025年6月30日之前完成新产品上市销售，新产品指下一代AI 大模型推理芯片，下一代芯片将采用更先进制程工艺。设备可配备512GBHBM、 DDR等内存，带宽1600Gbps，支持1300亿参数大模型的高效推理。上市销售形 式包括但不限于芯片板卡、服务器、计算机系统集成等。 若上述承诺到期未能完成的，则公司有权要求浙江曲速、股 ...

证券代码：300324 证券简称：旋极信息 公告编号：2025-016 北京旋极信息技术股份有限公司 关于公司诉讼事项的进展情况暨公司终审胜诉的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、案件所处的诉讼阶段：终审裁定。 2、上市公司所处的当事人地位：原告。 3、涉案的金额：人民币 9,000 万元投资款、投资收益及违约金等。 4、对上市公司损益产生的影响：广微科技集团有限公司未在规定期限内缴 纳上诉案件受理费，自动撤回上诉，一审判决公司胜诉，自裁定书送达之日起生 效，本次裁定不会对公司经营方面产生重大影响，公司将根据案件进展情况及时 履行信息披露义务。 关于北京旋极信息技术股份有限公司（以下简称"旋极信息"或"公司"）起诉 深圳市景盛新材料有限公司（以下简称"深圳景盛"）、广微科技集团有限公司（以 下简称"广微科技"）合伙企业财产转让纠纷一案，公司于近日收到北京市高级人 民法院《民事裁定书》【案号（2024）京民终 223 号】，广微科技未在规定期限 内缴纳上诉案件受理费，按自动撤回上诉处理，一审判决为终审判决，公司胜诉。 现将有 ...

Group 1: Company Performance and Strategy - The company is focusing on digital transformation towards intelligentization, emphasizing AI chips, computing power, big data, and industry applications to enhance overall value [3][5][7]. - The company has experienced consecutive years of losses, prompting management to implement specific measures to achieve profitability and restore investor confidence [3][4][6]. - In 2024, the company's R&D investment was 181 million, a decrease of 15.92% year-on-year, raising concerns about balancing R&D input and output [6][7]. Group 2: Investor Relations and Communication - The management is committed to addressing investor concerns and providing transparent communication regarding company strategies and performance [4][5][6]. - The company has established strategic partnerships with well-known enterprises and is recognized in the RF IP field, indicating a strong market position [4][5]. - The management reassured investors that the company is on track to meet its operational goals and will continue to disclose relevant information as required [7][8]. Group 3: Future Outlook and Recommendations - The company aims to enhance its core competitiveness by closely monitoring industry trends and adjusting its strategic positioning accordingly [5][6]. - There is a call for the company to consider divesting unprofitable assets and acquiring quality companies to improve financial performance [6][7]. - Investors expressed hope for the company to collaborate with major tech firms like Huawei and Alibaba to boost its visibility and growth [7][8].

上海市锦天城（北京）律师事务所 关于北京旋极信息技术股份有限公司 2024 年年度股东大会之 法 律 意 见 书 法律意见书 上海市锦天城（北京）律师事务所 关于北京旋极信息技术股份有限公司 2024 年年度股东大会之 法律意见书 致：北京旋极信息技术股份有限公司 上海市锦天城（北京）律师事务所（以下简称"本所"）接受北京旋极信息 技术股份有限公司（以下简称"公司"）委托，就公司召开2024年年度股东大会 （以下简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以 下简称《公司法》）、《上市公司股东大会规则》等法律、法规、规章和其他规 范性文件以及《北京旋极信息技术股份有限公司章程》（以下简称《公司章程》） 的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行 了法定职责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及的相关事 项进行了必要的核查和验证，核查了本所认为出具该法律意见书所需的相关文 件、资料，并参加了公司本次股东大会的全过程。本所保证本法律意见书所认定 的事实真 ...

证券代码：300324 证券简称：旋极信息 公告编号：2025-014 北京旋极信息技术股份有限公司 2024 年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内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会无否决议案的情形。 一、会议召开的基本情况 北京旋极信息技术股份有限公司（以下简称"公司"）于2025年4月18日第六 届董事会第六次会议决议通过了《关于召开2024年年度股东大会的议案》，并于 2025年4月19日在中国证监会指定的创业板信息披露网站刊登《关于召开2024年 年度股东大会的通知》，决定于2025年5月23日（星期五）召开公司2024年年度 股东大会。本次股东大会采取现场投票、网络投票相结合的方式召开，现场会议 于2025年5月23日下午15:00在公司会议室召开；通过深圳证券交易所系统进行网 络投票的具体时间为2025年5月23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23日9:15至 2025年5月23日15:00期间的任何时间。 本次 ...