Group 1 - The core viewpoint of the article is the strategic cooperation between Haoyun Technology and China Telecom to promote digital transformation in regional industries through collaboration in industrial internet and cloud computing [1] Group 2 - Haoyun Technology (300448) and China Telecom (601728) signed a strategic cooperation agreement [1] - The collaboration will focus on deep cooperation in the fields of industrial internet and cloud computing [1] - The partnership aims to accelerate the digital transformation process of regional industries [1]

Market Overview - The Shanghai Composite Index closed at 3568.96 points, above the six-month moving average, with a change of 0.25% [1] - The total trading volume of A-shares reached 1,180.388 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 99 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Mengsheng Electronics: 5.86% - Guanghong Technology: 4.32% - Jinyang Co., Ltd.: 3.70% [1] Detailed Stock Performance - Top performers on August 4th with deviation rates: - Mengsheng Electronics (688311): Today's change of 7.40%, turnover rate of 4.63%, six-month line at 37.68 yuan, latest price at 39.89 yuan [1] - Guanghong Technology (300735): Today's change of 6.10%, turnover rate of 4.73%, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Jinyang Co., Ltd. (301210): Today's change of 5.60%, turnover rate of 15.69%, six-month line at 42.39 yuan, latest price at 43.96 yuan [1] Additional Notable Stocks - Other stocks with positive performance and deviation rates include: - Zhenjiang Co., Ltd. (603507): 5.00% change, 12.19% turnover, six-month line at 24.79 yuan, latest price at 25.60 yuan [1] - Baiao Chemical (603360): 5.59% change, 2.66% turnover, six-month line at 20.51 yuan, latest price at 21.16 yuan [1] - Stocks with smaller deviation rates that just crossed the six-month line include: - Deep Technology (300735): 6.10% change, 4.73% turnover, six-month line at 27.36 yuan, latest price at 28.54 yuan [1] - Qiming Information (301210): 5.60% change, 15.69% turnover, six-month line at 42.39 yuan, latest price at 43.96 yuan [1]

Group 1 - Tiande Yu achieved a net profit of 1.52 billion yuan in the first half of 2025, a year-on-year increase of 50.89% [1] - Tiande Yu's operating income for the same period was 12.08 billion yuan, reflecting a growth of 43.35% year-on-year [1] - Fule New Materials plans to reduce its shareholding by up to 1.33%, amounting to 376.25 million shares, due to personal funding needs [1] - Jindi Co. signed an industrial project investment contract with a total investment of no less than 1.5 billion yuan [1] Group 2 - Tuo Xin Pharmaceutical intends to invest 10 million yuan in Jiangsu Jinsan Biotechnology, acquiring a 1.75% stake [1] - Pinming Technology expects a net profit of 28 million to 34 million yuan for the first half of 2025, a year-on-year increase of 231.79% to 302.89% [4] - Shuanglin Co. anticipates a net profit of 251 million to 310 million yuan, representing a growth of 1% to 25% year-on-year [7] Group 3 - Kangxino received approval for clinical trials of its trivalent poliovirus vaccine [8] - Bailian Co. signed a land storage compensation contract worth approximately 2 billion yuan [9] - Wukuang Development plans to issue short-term financing bonds and medium-term notes totaling up to 2 billion yuan each [10] Group 4 - Hengxin Life intends to invest 10 million yuan in a targeted equity investment [12] - Hengyin Technology expects a net profit of 13.5 million to 16.2 million yuan, marking a turnaround from losses [14] - *ST Jinglun anticipates a net loss of 19 million to 22 million yuan for the first half of 2025 [15] Group 5 - Baiyun Electric won a bid for a State Grid project worth 164 million yuan [16] - Zhejiang Energy completed a power generation of 788.48 billion kWh in the first half of 2025, a year-on-year increase of 4.48% [17] - Sheneng Co. reported a power generation of 259.51 billion kWh, a decrease of 1.7% year-on-year [19] Group 6 - Hengerd signed a strategic cooperation framework agreement with Tiangong International [21] - Baotai's application for the listing of Golimumab injection has been accepted by the FDA [23] - Yishitong received a government subsidy of 2 million yuan [24] Group 7 - Jinggong Steel signed a contract worth approximately 550 million yuan for the Jeddah Stadium project in Saudi Arabia [26] - Zhongwang Software received a government subsidy of 28 million yuan [27] - Rongxin Culture used idle funds of 100 million yuan to purchase financial products [29] Group 8 - Lingxiao Pump Industry invested 80 million yuan in financial products [31] - China Pacific Insurance reported a total original insurance premium income of 282 billion yuan from its subsidiaries [32] - Kema Technology expects a net profit of 165 million to 175 million yuan, a year-on-year increase of 18.59% to 25.77% [32] Group 9 - Qujiang Cultural Tourism anticipates a net loss of approximately 13 million to 16.9 million yuan [32] - Daoshi Technology expects a net profit of 220 million to 238 million yuan, a year-on-year increase of 98.77% to 115.03% [32] - Baicheng Medicine forecasts a net profit decline of 95.53% to 100% [33] Group 10 - Bertley plans to invest 198 million yuan to establish a partnership for investments in emerging fields [34] - China Merchants Highway announced the resignation of its chairman due to reaching retirement age [35] - Overseas Chinese Town A reported a 29% decrease in contract sales amount in June [36]

Key Points - Zhongsheng Gaoke is planning a change in company control, with a potential transfer of 22.35% of shares at a valuation of 2.5 billion yuan, leading to a stock suspension starting July 16, 2025 [3][4] - Yanshan Technology's subsidiary is participating in a partnership to invest 41.64 million yuan in a fund that will ultimately invest in Bytedance Ltd [5] - Sanyuan Bio received an initial ruling of a 450.64% anti-dumping duty from the US Department of Commerce on erythritol, prompting a shift in sales strategy towards domestic markets [6] - Chutianlong is exploring digital currency projects but faces risks related to new technology development and commercial application [7] - Bertley is establishing a partnership to invest in humanoid robots and other emerging sectors, committing 198 million yuan [8] - China Merchants Highway's chairman resigned due to reaching retirement age [9] - Tibet Summit's controlling shareholder is under investigation for information disclosure violations, but it will not affect the company's operations [10][11] - ST Weir plans to acquire 51% of Zijiang New Materials for 546 million yuan, entering the lithium battery materials sector [12] - ST Yazhen's stock will be suspended for three days due to abnormal trading fluctuations [13] - Dahua Technology's subsidiary is shifting its listing to the Hong Kong Stock Exchange [14] Performance Forecasts - Zhongji Xuchuang expects a net profit increase of 52.64% to 86.57% for the first half of 2025, driven by strong demand for high-end optical modules [15] - Juchip Technology anticipates a 122.28% increase in net profit for the same period, benefiting from successful AI audio chip promotions [16] - Sitwei forecasts a net profit growth of 140% to 180%, with significant revenue increases from smartphone collaborations [17] - Tianyu Co. expects a net profit increase of 144.29% to 238.25%, aided by improved product structure and market strategies [18] - Jinli Yongci predicts a net profit growth of 151% to 180%, focusing on renewable energy and related sectors [19] - Blue Ocean Huaten expects a net profit increase of 152.76% to 190.68%, driven by growth in the new energy heavy truck market [20] - Maiqu'er anticipates a turnaround with a net profit of 1.4 million to 2 million yuan, compared to a loss in the previous year [21] - China Galaxy expects a net profit increase of 45% to 55%, with growth across various business segments [23] - Baicheng Pharmaceutical forecasts a significant decline in net profit, down 95.53% to 100% [24] Major Contracts - Jincheng signed a contract worth approximately 52.98 million USD for underground mining operations in the Democratic Republic of Congo [25] - ST Yundong entered a strategic cooperation agreement for drone development and investment with two companies [26] - Changgao Electric New's subsidiary won contracts totaling 445 million yuan from the State Grid [27] Shareholding Changes - Angli Education plans to reduce its repurchased shares by up to 573.1 million shares [28][29] - Lingzhi Software's shareholders plan to collectively reduce their holdings by up to 2.11% [30] - Founder Technology's major shareholder intends to reduce its stake by up to 2.27% [31] - Zhongfu Shenying's shareholder plans to reduce its stake by up to 1% [32] - Hangzhou Bank's shareholder intends to reduce its stake by up to 0.7% [33] - Haoyun Technology's chairman plans to reduce his stake by up to 400,000 shares [34] Financing Activities - Yuanwang Valley plans to raise up to 300 million yuan through a private placement for RFID production line projects and working capital [35]

浩云科技（300448）公告，董事长兼总经理雷洪文计划自减持计划公告之日起15个交易日后的3个月内 以集中竞价方式(含盘后固定价格交易)减持不超过400万股，占公司总股本比例不超过0.5990%。雷洪文 目前持有公司3026.03万股，占公司总股本比例4.5314%。此次减持原因为个人资金使用安排，主要用于 优化个人资产结构。减持期间为2025年8月6日至2025年11月5日，价格区间将视市场价格确定。 ...

证券代码：300448 证券简称：浩云科技 公告编号：2025-032 浩云科技股份有限公司 关于公司股东减持计划的预披露公告 雷洪文先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、持有浩云科技股份有限公司（以下简称"公司"或"本公司"）股份 30,260,282 股（占本公司总股本比例为 4.5314%，总股本不含公司回购专户股 份，下同）的股东、董事长兼总经理雷洪文先生计划自减持计划公告之日起 15 个交易日后的 3 个月内以集中竞价方式（含盘后固定价格交易，下同）减持本公 司股份不超过 4,000,000 股（占本公司总股本比例不超过 0.5990%）。 一、减持主体的基本情况 | 股东类别 | 股东名称 | 持有股份数量 | 占公司总股本比 | | --- | --- | --- | --- | | | | （股） | 例 | | 董事长、总经理 | 雷洪文 | 30,260,282 | 4.5314% | 二、本次减持计划的主要内容 （一）本次拟减持的原因、股份来源、数量、方 ...

1、浩云科技股份有限公司（以下简称"公司"或"本公司"）回购专用证券 账户中的股份 8,733,000 股不参与本次权益分派。本次权益分派以截至 2025 年 4 月 22 日的总股本 676,517,079 股剔除公司回购股份数 8,733,000 股后的股份 数 667,784,079 股为基数，向全体股东每 10 股派发现金股利人民币 0.18 元(含 税)，合计派发现金股利 12,020,113.42 元（含税），本次利润分配不以资本公积 金转增股本，不送红股，剩余未分配利润结转以后年度。 2、本次权益分派实施后，按公司总股本（含公司回购专户已回购股份）折 算每 10 股现金分红金额=本次每 10 股实际现金分红金额*本次实际参与权益分 派的股本/公司总股本=（0.18*667,784,079）/676,517,079=0.177676 元（保留 六位小数，最后一位直接截取，不四舍五入）。本次权益分派实施后的除权除息 价格=股权登记日收盘价-0.0177676 元/股。 证券代码：300448 证券简称：浩云科技 公告编号：2025-031 浩云科技股份有限公司 2024年年度权益分派实施公告 本公司 ...

证券代码：300448 证券简称：浩云科技 公告编号：2025-030 浩云科技股份有限公司 2024年年度股东会会议决议的公告 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、误导性陈述或者重大遗漏。 2.本次股东会未涉及变更以往股东会已通过的决议。 特别提示： 1.本次股东会未出现否决提案的情形。 一、会议召开和出席情况 1.现场会议召开日期、时间：2025 年 5 月 16 日（星期五）14:30；通过深圳 证券交易所互联网投票系统进行网络投票的时间：2025 年 5 月 16 日上午 9:15 至下午 15:00；通过深圳证券交易所交易系统进行网络投票的时间：2025 年 5 月 16 日上午 9:15 至 9:25、9:30 至 11:30 和下午 13:00 至 15:00。 2.现场会议召开地点：广州市番禺区东环街番禺大道北 555 号天安总部中心 22 号楼 307 会议室。 3.会议的召开方式：本次股东会采取现场表决与网络投票相结合的方式召开。 4.召集人：浩云科技股份有限公司（以下简称"公司"）董事会。 5.主持人：董事长雷洪文先生。 6.本次会议的召集、召开和表 ...

广东信达律师事务所 广东信达律师事务所 股东会法律意见书 中国 深圳 福田区益田路 6001 号太平金融大厦 11、12 楼 邮政编码：518038 11,12/F, Taiping Finance Tower, Yitian Road 6001, Futian District, Shenzhen, P. R. China 电话(Tel.)：(0755) 88265288 传真(Fax.)：(0755)88265537 网址(Website)：https://www.sundiallawfirm.com 关于浩云科技股份有限公司 2024年年度股东会的 法律意见书 信达会字（2025）第159号 致：浩云科技股份有限公司（下称"贵公司"、"公司"） 广东信达律师事务所接受贵公司的委托，指派周蒴婷律师及万茜律师（下称 "本所律师"）参加了贵公司2024年年度股东会（下称"本次股东会"），并进 行了必要的验证工作。现根据《中华人民共和国公司法》（下称"《公司法》"）、 《上市公司股东会规则》（下称"《股东会规则》"）、《深圳证券交易所上市 公司股东会网络投票实施细则》（下称"《网络投票实施细则》"）等法律法规 ...

Financial Performance - In 2024, the company achieved operating revenue of 344 million CNY, a year-on-year decrease of 5.64% [3] - The net profit attributable to shareholders was -35.12 million CNY, a reduction in losses by 40.16% year-on-year [3] - The decline in revenue was primarily due to reduced customer demand and intensified market competition [3] - As of December 31, 2024, the asset-liability ratio was 9.20%, with cash and cash equivalents totaling 577 million CNY [3] Future Growth Drivers - The company will continue to implement the "Digital Empowerment" strategy, focusing on a technology architecture that includes low-code platforms, AI, and comprehensive digital technologies [4] - Plans to enhance the IoT business and optimize solutions for the finance, energy, and education sectors [5] - The company aims to establish an ecosystem of partnerships to facilitate digital transformation for clients [4][5] Industry Outlook - The digital economy is accelerating, with a significant demand for digital empowerment services among small and medium-sized enterprises (SMEs) [6] - As of the end of 2022, there were over 52 million SMEs in China, indicating a robust market for digital transformation services [6] - The combination of AI and low-code development is expected to drive digital transformation across various industries [6][7] - The IoT sector is recognized as a crucial infrastructure for the digital economy, presenting new opportunities for the company's targeted industries [7]