长亮科技（300348）公告，2024年营业收入为17.36亿元，同比下降9.46%。归属于上市公司股东的净利 润1858.6万元，同比下降42.18%。公司拟向全体股东每10股派发现金红利0.07元(含税)，送红股0股(含 税)，以资本公积金向全体股东每10股转增0股。 ...

Group 1 - The cross-border payment (CIPS) concept declined by 0.95%, ranking among the top declines in the concept sector as of April 17 [1][2] - Within the CIPS sector, notable declines were observed in companies such as Dongfang Tong, Qingdao Kingking, and Sifang Jingchuang, while companies like Shiji Information, AsiaInfo Security, and New Zhisoft saw increases of 10.03%, 2.69%, and 2.02% respectively [1][2][4] Group 2 - The CIPS sector experienced a net outflow of 765 million yuan, with 37 stocks seeing net outflows, and 9 stocks exceeding 50 million yuan in net outflows [2][3] - The largest net outflow was from Zhongyou Capital, which saw a net outflow of 210 million yuan, followed by Sifang Jingchuang and Qingdao Kingking with net outflows of 187 million yuan and 149 million yuan respectively [2][3] - On the other hand, the stocks with the highest net inflows included Shiji Information, China Merchants Bank, and Sichuan Changhong, with net inflows of 149 million yuan, 72 million yuan, and 68 million yuan respectively [2][4]

Core Viewpoint - The Chinese banking industry's information technology construction and application are rapidly developing, with a market size projected to reach 213.5 billion yuan in 2024, reflecting an 8.7% year-on-year growth [1][11]. Industry Overview - The banking information technology construction and application involve optimizing and innovating business processes, management structures, and customer services through extensive use of information technology [8]. - The market structure is primarily focused on business, channel, and management solutions, with key investment areas including core business systems, credit management systems, and risk management [11]. Industry Development History - The industry has evolved through five stages: 1. Electronic phase (1970s-1990s) where basic computer technology was introduced for simple accounting [4]. 2. Networking phase (1990s-2000s) where banks began to connect their systems for improved efficiency [4]. 3. Data centralization phase (2000-2010) focusing on unified data management across branches [5]. 4. Mature core system deployment phase (2010-2018) with the adoption of high-performance IT systems [5]. 5. Domestic system localization and digital transformation phase (2019-present) driven by national initiatives [6]. Industry Status - The industry is currently experiencing a shift towards digital and intelligent transformation, with significant growth in market size and investment in emerging solutions like data intelligence and smart marketing [11]. - The transition from centralized to distributed architecture is underway, with an accelerated pace of domestic substitution in IT systems [11]. Industry Trends - Distributed architecture and cloud-native technologies are becoming mainstream, enhancing flexibility and scalability in banking IT systems [18]. - There is a growing demand for intelligent and personalized services, driven by advancements in big data and artificial intelligence [19]. - Data sharing and privacy protection are critical issues, with privacy computing technologies gaining traction to ensure data security while enabling collaborative analysis [20]. Key Companies - Leading companies in the industry include Yuxin Technology, Shenzhou Information, and Hengsheng Electronics, which leverage their technological strengths and market positions to drive innovation [13][14]. - Yuxin Technology reported a revenue of 2.351 billion yuan in the first three quarters of 2024, a decrease of 23.05% year-on-year [14]. - Shenzhou Information achieved a revenue of 6.680 billion yuan in the same period, with a net profit decline of 235.96% [16].

Macroeconomic Insights - China will impose a 34% tariff on all imports from the United States starting April 10, 2025, which is expected to significantly reduce agricultural imports from the U.S. [3] - In 2024, China imported agricultural products worth $24.9 billion from the U.S., with major imports including soybeans (22.1 million tons), sorghum (5.7 million tons), corn (2.1 million tons), and wheat (1.9 million tons) [3]. Agricultural Sector - The increase in tariffs is likely to enhance domestic grain prices and benefit the planting industry chain, emphasizing the need for self-sufficiency in grain production [3]. - The report highlights the importance of technological advancements in agriculture, particularly in genetically modified and gene-edited crops, which are expected to accelerate, benefiting seed companies with leading technology reserves [3]. - The report recommends focusing on companies that are actively expanding their domestic brands in the pet food sector, such as Guibao Pet and Zhongchong Co., which primarily generate revenue from domestic sales [4]. Livestock Industry - The report indicates that the pig farming sector is expected to see a significant improvement in profitability for the 2024 annual report and the first quarter of 2025, driven by favorable pig prices and reduced costs [5]. - The analysis of March's supply and demand dynamics in the pig farming industry shows a balanced market, but a potential downward trend in prices is anticipated if there is no support from state reserves [4][5]. Investment Recommendations - Recommended stocks in the poultry sector include Shengnong Development, Yisheng Shares, and Lihua Shares; for the post-cycle sector, recommended stocks are KQ Bio, Haida Group; in the pig farming sector, recommended stocks include Muyuan Foods, Wens Foodstuff Group, Tiankang Bio, and Shennong Group [7]. - In the seed industry, recommended stocks include Fengle Seed Industry, Quanyin High-Tech, Longping High-Tech, and Dabeinong [7]. - In the pet sector, recommended stocks are Guibao Pet, Zhongchong Co., and Ruipu Bio [7]. Chemical Industry - The report suggests that the imposition of a 34% tariff on U.S. imports will accelerate the domestic substitution process for chemical products, particularly in high-end markets [17]. - Beneficiary products include lubricant additives, nucleating agents, adsorption separation resins, and nano-silica, with specific companies recommended for investment [19]. Rare Earth Industry - The report maintains an "overweight" rating on the rare earth sector, anticipating that the recent tariffs will enhance China's strategic advantages in rare earth production and lead to price increases due to supply-demand mismatches [22]. - The export control measures on heavy rare earths are expected to stimulate overseas stockpiling, further driving up prices [23]. Insurance Sector - The insurance sector is projected to see stable growth in 2025, with a focus on improving asset-liability matching strategies [25]. - The report recommends increasing holdings in companies like China Pacific Insurance and New China Life Insurance, which are expected to benefit from improved investment returns and stable business strategies [40].

本次发行价格5.70元/股，发行股数73,187,168股，募集资金总额417,166,857.60元。本次发行对象最终确 定11家。 | 序号 | 投资者名称 | 获配价格 | 获配股数 | 获配合额 | 限售期 | | --- | --- | --- | --- | --- | --- | | | | (元/股) | (股) | (元) | (月) | | 1 | 诺德基金管理有限公司 | | 23,701,754 | 135,099,997.80 | 6 | | 2 | UBS AG | | 13.157.894 | 74.999.995.80 | 6 | | 3 | 财通基金管理有限公司 | | 12,982,456 | 73.999.999.20 | 6 | | 4 | 华夏基金管理有限公司 | | 4,736,842 | 26,999,999.40 | 6 | | 5 | 中国国际金融股份有限公司 | | 3.684.210 | 20.999.997.00 | 6 | | 6 | 华泰资产管理有限公司-华泰优 选三号股票型养老金产品-中国 | | 3.508.771 | 19,999,994.70 ...

简历显示，崔蕾女士:中国国籍,康奈尔大学金融工程硕士,金融风险管理师(FRM),特许金融分析师(CFA),具有基金从业资格。2015年2月加入南方基金,历任数 量化投资部助理研究员、研究员,指数投资部研究员;2019年7月12日至2021年4月23日,任南方小康ETF、南方小康ETF联接基金经理;2019年6月28日至2022年2 月18日,任大数据300基金经理;2020年3月26日至2023年3月27日,任南方粤港澳大湾区联接基金经理;2022年12月1日至2023年12月29日任南方上证科创板50成 份增强策略ETF基金的基金经理。2018年11月8日至2023年12月29日担任南方中证500量化增强股票型发起式证券投资基金基金经理;2019年6月12日起任南方 顶峰TOPIXETF(QDII)基金经理;2019年7月12日起任有色金属、南方有色金属联接、1000ETF基金经理;2019年11月29日至2023年7月4日任南方粤港澳大湾区 ETF基金经理;2020年1月17日起任红利50基金经理;2020年1月21日起任南方大盘红利50基金经理;2020年1月17日起任红利50基金经理;2020年1月2 ...

Group 1: Company Overview and Business Development - Longbright Technology is a financial technology company providing digital business, data intelligence, and full financial value chain solutions to commercial banks and asset management companies [2] - In 2024, the company is in a performance recovery phase, with significant growth in contract amounts driven by industry innovation and overseas business expansion [2] - The main business is expected to continue improving in 2025, with a focus on gaining market share in the innovation-driven business sector [2] Group 2: Artificial Intelligence Initiatives - A dedicated AI team was established in 2023, and a cooperation agreement was signed with Shenzhen University to build an "AI Financial Software Engineering Joint Laboratory" [3] - The company employs an "N+M" model collaboration strategy, combining general large models (Qwen2 and DeepSeek V3) with specific small models for enhanced application in the financial sector [3] - Since the release of DeepSeek V3, there has been significant interest from financial institutions, with over ten clients expressing demand for proposals in areas like credit, data management, and finance [3] Group 3: Overseas Business Expansion - In 2024, the company achieved a breakthrough in overseas business, securing a core business system project with Thailand's SCB Bank, valued at over 300 million, marking it as the largest single sales contract for a Chinese software company abroad [4] - The company also made significant progress in Indonesia, entering the largest economy in Southeast Asia with its core products [4] - The overseas business is expected to continue its positive momentum in 2025, with ongoing discussions regarding traditional banking core system solutions in Southeast Asia [4] Group 4: Financial Performance and Future Outlook - The company anticipates continued progress in its domestic business, particularly in innovation-driven projects, with more revenue recognition expected from previously signed large contracts in 2025 [5] - The industry is optimistic about the application of AI following the launch of DeepSeek V3, which offers low-cost localized deployment solutions for sensitive financial data [5] - The company is actively collaborating with major firms like Alibaba and Huawei to find optimal solutions for industry applications, enhancing internal operations and client management [5]

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。 证券代码：300348 证券简称：长亮科技 公告编号：2025-011 深圳市长亮科技股份有限公司 《关于<公司 2022 年限制性股票与股票期权激励计划实施考核管理办法>的议 案》、《关于核实<公司 2022 年限制性股票与股票期权激励计划激励对象名单> 的议案》。 3、2022 年 8 月 27 日至 2022 年 9 月 7 日，公司通过内部公告栏公示了《2022 年限制性股票与股票期权激励计划激励对象名单》。在公示期内，公司监事会未 收到与本次激励计划拟激励对象有关的任何异议。2022 年 9 月 8 日，公司公告 了《监事会关于公司 2022 年限制性股票与股票期权激励计划激励对象名单的核 查意见及公示情况说明》。 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 172,750 股，涉及激励对象人数合计 29 人，占注销前公司总 股本的 0.0213%，其中：2022 年股权激励计划限制性股票 158,150 股，回 ...

鉴于公司本次股权激励计划 18 名股票期权激励对象已离职，其所持有的已 获授但尚未行权的 210,000 份股票期权不得行权，将依照相关规定进行注销。 证券代码：300348 证券简称：长亮科技 公告编号：2025-012 深圳市长亮科技股份有限公司 关于2023年股票期权与限制性股票激励计划 部分股票期权注销完成的公告 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。 深圳市长亮科技股份有限公司（以下简称"公司"）于 2024 年 10 月 25 日 召开了第五届董事会第二十二次会议和第五届监事会第十九次会议，分别审议 通过了《关于 2023 年股票期权与限制性股票激励计划回购注销部分限制性股票 及注销部分股票期权的议案》。 特此公告。 深圳市长亮科技股份有限公司董事会 2025 年 2 月 21 日 根据公司《2023 年股票期权与限制性股票激励计划（草案）》（"2023 年股 权激励计划"）的相关规定以及公司 2023 年第二次临时股东大会审议通过的 《关于提请股东大会授权董事会办理 2023 年股票期权与限制性股票激励计划相 关事宜的议案》相关决议内容， ...