第一章 总 则 第一条 为加强深圳市长亮科技股份有限公司（以下简称"公司"）市 值管理工作，进一步规范公司的市值管理行为，切实维护公司、投资者及其他 利益相关者的合法权益，根据《中华人民共和国公司法》《中华人民共和国证 券法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第2号——创业板上市公司规范运作》《上市公司监管指引第10号 ——市值管理》等相关法律法规和规范性文件及《公司章程》的规定，结合公 司实际情况，制定本制度。 第二条 本制度所指市值管理，是以提高公司质量为基础，为提升公司 投资价值和股东回报能力而实施的战略管理行为。 第三条 公司应当牢固树立回报股东意识，采取措施保护投资者尤其是 中小投资者利益，诚实守信、规范运作、专注主业、稳健经营，推动经营水平 和发展质量提升，并在此基础上做好投资者关系管理，增强信息披露质量和透 明度，必要时积极采取措施提振投资者信心，推动公司投资价值，充分反映公 司质量。 深圳市长亮科技股份有限公司 市值管理制度 （2025年4月） 第二章 市值管理的目的与基本原则 第四条 市值管理的主要目的是通过充分、合规的信息披露，增强公司 透明度，引导 ...

Financial Performance - The company's operating revenue for 2024 was CNY 1,736,421,794.40, a decrease of 9.46% compared to CNY 1,917,862,625.17 in 2023[26]. - The net profit attributable to shareholders for 2024 was CNY 18,585,986.78, down 42.18% from CNY 32,146,344.61 in 2023[26]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 14,175,479.80, a decline of 44.92% from CNY 25,736,587.95 in 2023[26]. - The basic earnings per share for 2024 were CNY 0.0243, a decrease of 45.52% from CNY 0.0446 in 2023[26]. - The diluted earnings per share for 2024 were CNY 0.0244, down 45.05% from CNY 0.0444 in 2023[26]. - The weighted average return on equity for 2024 was 1.00%, a decline of 1.10% from 2.10% in 2023[26]. - The company reported a net profit of CNY 14,604,354.04 in Q4 2024, showing a recovery from previous quarters[28]. - The company's non-recurring gains totaled 4,410,506.98 yuan in 2024, compared to 6,409,756.66 yuan in 2023, reflecting a decrease of approximately 31.1%[33]. - The company reported a significant increase in the cost of goods sold for the system integration business, which rose by 121.73% year-over-year[76]. - The total operating costs for the reporting period were CNY 1,167,305,243, down 9.58% from CNY 1,290,936,898.6 in the previous year[79]. Cash Flow and Assets - Operating cash flow was 122 million yuan, exceeding 100 million yuan for two consecutive years, indicating significant improvement in cash generation capability[8]. - The net cash flow from operating activities increased by 13.75% to CNY 120,235,160.91 in 2024, compared to CNY 105,700,561.47 in 2023[26]. - The total assets at the end of 2024 reached CNY 2,884,860,960.82, reflecting a growth of 15.12% from CNY 2,506,063,390.91 at the end of 2023[26]. - The net assets attributable to shareholders increased by 33.85% to CNY 2,117,035,571.46 at the end of 2024, compared to CNY 1,581,599,839.12 at the end of 2023[26]. - The net cash flow from financing activities increased by 209.14 million, representing a 250.47% increase, mainly due to additional capital contributions of 457.31 million from fundraising and employee stock options[96]. - The net increase in cash and cash equivalents was 1.67 billion, a significant increase of 719.72% year-on-year, attributed to the rise in net cash flow from operating and financing activities[95]. - The company's short-term borrowings decreased significantly by 12.77% compared to the beginning of the year, indicating improved liquidity management[99]. Business Growth and Market Expansion - The company's contract amount reached 2.29 billion yuan, a year-on-year increase of 16%, maintaining double-digit growth for two consecutive years[8]. - The overseas business achieved a historic breakthrough, with a single contract exceeding 330 million yuan, and the proportion of overseas contracts increased from 6% to 20%[8]. - The company plans to accelerate its global business and product layout, focusing on Southeast Asia and extending into emerging markets like the Middle East and Africa[60]. - The company successfully entered the Southeast Asian market, providing a small machine card system service to a bank in Indonesia, enhancing system stability and operational efficiency[46]. - The company has established over 10 branches globally, with a workforce exceeding 7,000 employees, expanding its market presence in over 10 countries and regions[42]. - The company successfully expanded its client base, winning over 10 large bank big data projects and increasing its customer count by more than 10 in the past period[53]. Research and Development - The company plans to increase R&D investment in the field of AI, collaborating with Shenzhen University to enhance delivery efficiency through intelligent processes[41]. - The company achieved a research and development (R&D) investment of approximately ¥120.99 million in 2024, representing 6.97% of its operating revenue[89]. - The number of R&D personnel increased to 630 in 2024, a growth of 9.95% compared to 573 in 2023[88]. - The company is committed to continuous investment in R&D to meet the rapid iteration of client demands and to maintain its competitive edge in the financial technology sector[122]. - The company is developing a cloud-native digital productivity platform aimed at enhancing product internationalization capabilities and reducing implementation costs[85]. - The company is also working on a large model platform to enhance competitiveness in the fintech sector, addressing implementation difficulties and improving delivery efficiency[85]. Governance and Compliance - The company emphasizes a governance structure that supports long-term development, with decision-making in the hands of those most familiar with the company[13]. - The company has established an independent financial accounting system, ensuring it operates as an independent taxpayer without shared bank accounts with the controlling shareholder[146]. - The company has revised 19 internal regulations to align with the latest legal requirements, enhancing its governance structure[131]. - The company reported a warning letter from the Shenzhen Securities Regulatory Bureau on December 31, 2024, regarding regulatory measures against key executives[165]. - The company maintains complete independence from its controlling shareholder in terms of business, personnel, assets, and finance, complying with relevant regulations[140]. Shareholder Engagement and Profit Distribution - The profit distribution plan proposes a cash dividend of 0.07 yuan per 10 shares, with no bonus shares or capital reserve transfers[3]. - The total distributable profit for the year was RMB 18,585,986.78, with the cash dividend representing 100% of the profit distribution[194]. - The company approved a cash dividend of RMB 0.10 per 10 shares, totaling RMB 5,685,776.51, based on a total share capital of 731,871,682 shares[191]. - The company held 3 shareholder meetings during the reporting period, ensuring shareholders' rights to information, participation, and voting were fully respected[132]. - The annual shareholders meeting had a participation rate of 19.31% on May 7, 2024[147]. Employee Management and Development - The total number of employees at the end of the reporting period is 7,147, with 6,337 in the parent company and 810 in major subsidiaries[184]. - The company has a comprehensive training system covering new employees, current employees, and management, aimed at enhancing professional skills and career development[188]. - The company encourages employees to participate in external professional certifications to enhance their career competitiveness[190]. - Core technical personnel represent 52% of the total workforce in 2024, up from 51% in 2023[187]. - The company has a dual-track development path for employees, allowing them to choose between management or professional sequences[188].

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]