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。 证券代码：300348 证券简称：长亮科技 公告编号：2025-051 深圳市长亮科技股份有限公司 关于使用部分闲置募集资金和自有资金进行现金管理的 进展公告 深圳市长亮科技股份有限公司（以下简称"公司"）于 2024 年 8 月 14 日召 开公司第五届董事会第十八次会议、第五届监事会第十五次会议，分别审议通过 了《关于使用部分闲置募集资金和自有资金进行现金管理的议案》，同意公司拟 对不超过人民币 8,000 万元（含本数）的部分闲置募集资金和不超过人民币 4 亿 元（含本数）自有资金进行现金管理。上述额度自公司董事会审议通过之日起 12 个月内有效，在前述额度和期限范围内可循环滚动使用，且单个产品的投资期限 不超过 12 个月。具体内容详见公司于 2024 年 8 月 14 日在中国证监会创业板指 定信息披露网站巨潮资讯网（www.cninfo.com.cn）上披露的相关公告。 在上述决议授权范围内，公司根据经营情况使用部分闲置募集资金和自有资 金进行现金管理。现将公司进行现金管理的相关进展公告如下： 注：上 ...

证券研究报告 牛市复盘，金融IT何时发力 ——金融IT深度报告 行业评级：看好 2025 年 8 月 11 日 分析师 刘雯蜀 分析师 童非 分析师 张致远 邮箱 liuwenshu03@stocke.com.cn 邮箱 tongfei01@stocke.com.cn 邮箱 zhangzhiyuan@stocke.com.cn 证书编号 S1230523020002 证书编号 S1230524050005 证书编号 S1230525080001 摘要 1、牛市初期金融IT快速上涨，弹性最大 • 复盘几次牛市行情（2014-2015年、2016-2018年、2019-2021年），金融IT呈现出3个特点：1）牛市启动阶段，涨幅最为明显；2）估值扩张带 来主要贡献，在牛市风险偏好提升时，金融IT板块弹性往往最为领先；3）走势与计算机相似，但是弹性更大。 2、科技+金融属性，牛市带来戴维斯双击 3、技术渗透、业务需求、政策红利是板块上涨的放大催化，2015年最为显著 添加标题 • 2015年牛市金融科技一骑绝尘，上半年月度涨幅4次超过所有申万一级行业，最高涨幅（相较2014.7.22）一度接近450%。除牛市行情带 ...

Group 1 - The core viewpoint of the news is that AI application stocks in China experienced a significant decline, with the ChiNext AI Index dropping nearly 2% and falling below the 10-day moving average [1][3] - The decline was led by companies such as Wanxing Technology, which fell over 11%, while only a few stocks like Zhongji Xuchuang and Runze Technology managed to rise [1][3] - Despite the downturn, there was a net subscription of 6 million units for the ChiNext AI ETF (159363), indicating continued investor interest [1][3] Group 2 - The release of GhatGPT-5 has created pressure on domestic large model companies, although the long-term trend for AI remains positive, presenting opportunities for companies with established performance [3] - A recent high-level meeting emphasized the need for deep implementation of the "AI+" initiative, aiming to accelerate the commercialization of AI applications [3] - Analysts predict that 2025 will mark a significant year for AI Agent capabilities, with a shift from content generation to process agency, suggesting a focus on large model developers and AI application platforms [3][4] Group 3 - According to CITIC Securities, the overall operating conditions of tech giants in Q2 2025 are expected to be significantly better than previously cautious market expectations, with a notable increase in cloud business growth [4] - The global AI capital expenditure (CAPEX) is projected to grow by 64% in 2025 and 50% in 2026, driven by increased demand for computing power and the impact of tax reforms in the U.S. [4] - The ChiNext AI ETF (159363) is highlighted as a key investment opportunity, with a portfolio that allocates approximately 70% to computing power and 30% to AI applications [4][5]

文/飞云 8月8日，深圳证监局公布对致同会计师事务所（特殊普通合伙）及注册会计师蒋晓明、胡新采取出具警示函措施的决定。经查，在执行长亮科技（300348.SZ） 2023年年报审计项目过程中，致同会计师事务所及蒋晓明、胡新存在以下问题： 1、控制测试执行不到位， 未对销售与收款循环的关键控制点"合同变更"设计和 实施恰当的控制测试，未获取充分审计证据证明控制有效性。 2、营业收入审计程序执行不到位， 对个别项目暂估收入细节测试时，未关注到2022年末暂估收入 与实际结算金额因客户变化产生的较大差异、2024年1月实际结算金额较2023年末暂估数大幅减少的情况。 3、应收账款坏账准备审计程序执行不到位， 未关注预 期信用损失模型中前瞻性调整系数大幅变动的合理性，对迁徙率计算关键参数的复核程序执行不到位。 4、研发费用审计程序执行不到位， 未关注部分无形资产 摊销确认为研发费用的合理性。 5、未汇总并评价未更正错报的影响， 对审计已发现且高于明显微小错报临界值的错报，未汇总评价其单独或汇总后是否重大。 6、审计底稿记录不到位， 个别项目收入细节测试和截止测试记录缺失，未说明收入截止性测试样本选取范围的合理性。 | ...

证券日报网讯长亮科技（300348）8月8日在互动平台回答投资者提问时表示，公司2025年半年度报告将 在本月中旬披露，请及时关注。 ...

（文章来源：证券日报） 证券日报网讯长亮科技8月8日在互动平台回答投资者提问时表示，公司已经制定了市值管理的相关制 度，并按照相关制度规定，执行市值管理工作。目前，公司在国内正在持续抓住信创机遇，扩大市场规 模，在国际市场正在抓住与知名国际金融机构合作的机遇，增加国际市场案例。相信随着公司各类产品 国际化水平的提升，将会给公司的国际化业务带来质的飞跃。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司管理层是否有增持计划？ 长亮科技（300348.SZ）8月8日在投资者互动平台表示，公司暂无相关计划，如有相关信息，我们会及 时公告。 （文章来源：每日经济新闻） ...

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFlytek, as well as AI hardware companies like Yingshi Network, Hongsoft Technology, and Hesai Technology, indicating a positive investment outlook for these sectors [3]. Core Insights - The AI industry is expected to see significant growth, particularly in the second half of the year, with advancements in AI applications, smart driving, domestic substitution, and overseas expansion showing promising trends [5][12]. - The report highlights the performance of the AI computing sector, which is expected to maintain high growth, while AI applications are accelerating upward [11][13]. - The report anticipates that the overall revenue for the sector may be flat, but profit margins are expected to improve due to cost savings from AI integration and efficiency gains [5][12]. Summary by Sections Current Week's Insights - The report discusses the recent advancements in AI, including the release of the GR-3 model by ByteDance's Seed team, which demonstrates superior capabilities in real-world scenarios [5][12]. - The report notes that the AI industry chain, smart driving, and domestic substitution are expected to maintain good momentum, with a focus on AI applications showing accelerated growth [12]. Sector Performance - The report categorizes various sectors within the computer industry based on their growth potential, with AI computing and lidar maintaining high growth, while sectors like industrial software and medical IT are under pressure [11][13]. - The report indicates that the software outsourcing sector is stable, with new growth drivers emerging from AI, overseas expansion, and domestic substitution [13]. Market Review - From July 18 to July 25, 2025, the computer industry index rose by 1.71%, outperforming the CSI 300 index by 0.02 percentage points, indicating a positive market sentiment [14][19]. - The report highlights the top-performing companies in the computer sector during this period, showcasing significant gains for several firms [19]. Upcoming Events - The report mentions key upcoming events, including the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, which are expected to present opportunities within the industry [27][28].

深圳市长亮科技股份有限公司 证券代码：300348 证券简称：长亮科技 公告编号：2025-050 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、深圳市长亮科技股份有限公司（以下简称"公司"）本次回购注销的限 制性股票数量合计 1,649,225 股，涉及激励对象人数合计 33 人，占注销前公司 总股本的 0.2030%，其中：2023 年股权激励计划限制性股票 2,250 股，回购价格 为 5.323 元/股，回购金额为人民币 11,976.75 元；2024 年股权激励计划限制性 股票 1,646,975 股，回购价格为 3.753 元/股，回购金额为人民币 6,181,097.19 元。 2、本次注销完成后，公司总股本由 812,400,751 股变更为 810,751,526 股， 注册资本由人民币 812,400,751 元变更为人民币 810,751,526 元。 3、本次部分限制性股票回购注销手续已于近日在中国证券登记结算有限责 任公司深圳分公司办理完成。 一、 限制性股票激励计划简述及已履 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [1] - The computer industry also saw an increase of 1.33% [1] Capital Flow - The net inflow of capital in the two markets was 11.662 billion yuan, with 15 sectors receiving net inflows [1] - The computer industry had the highest net inflow of 5.202 billion yuan, followed by the electronics sector with a net inflow of 4.455 billion yuan and a daily increase of 2.18% [1] Computer Industry Performance - In the computer sector, 335 stocks were tracked, with 250 stocks rising and 7 hitting the daily limit [2] - The top three stocks with the highest net inflow were Changshan Beiming (21.91 billion yuan), Runhe Software (9.27 billion yuan), and Tuowei Information (7.16 billion yuan) [2] - The sector also had 7 stocks with net outflows exceeding 100 million yuan, led by Changliang Technology, Dawi Technology, and Tianyang Technology [2][4] Top Gainers in Computer Industry - The top gainers in the computer sector included: - Changshan Beiming: +10.02%, turnover rate 15.74%, net inflow 2.1907 billion yuan - Runhe Software: +9.68%, turnover rate 16.88%, net inflow 926.5 million yuan - Tuowei Information: +5.32%, turnover rate 19.82%, net inflow 715.9 million yuan [2] Top Losers in Computer Industry - The top losers in the computer sector included: - Changliang Technology: -2.62%, turnover rate 15.43%, net outflow -275.9 million yuan - Dawi Technology: -0.22%, turnover rate 22.99%, net outflow -249.7 million yuan - Tianyang Technology: -2.41%, turnover rate 15.38%, net outflow -198.5 million yuan [4]