证券代码：300551 证券简称：古鳌科技 公告编号：2025-053 上海古鳌电子科技股份有限公司 关于公司控股股东被司法拍卖股份过户完成 暨权益变动达 1%及 5%整数倍的提示性公告 1、本次权益变动属于控股股东被动减持公司股份，不触及要约收购，不会 导致公司控股股东、实际控制人发生变化。 2、本次权益变动后，公司控股股东陈崇军先生持有公司股份数量从 70,913,537 股减少至 67,693,537 股，持股比例从 20.85%下降至 19.91%，累计权 益变动触及 1%及 5%的整数倍。 上海古鳌电子科技股份有限公司（以下简称"公司"）于近日通过中国证券 登记结算有限责任公司深圳分公司系统查询，获悉公司控股股东陈崇军先生被司 法拍卖的 322 万股股份（占公司股本 0.95%）已完成过户登记手续。因该笔股份 过户，陈崇军先生持有的公司股份数量由 70,913,537 股减少为 67,693,537 股， 占公司股本的 19.91%；累计被司法冻结股份数量由 70,913,537 股减少为 67,693,537 股，占其所持有公司股份数量比例 100%，占公司股本的 19.91%；累 计被司法轮候冻 ...

上海古鳌电子科技股份有限公司 简式权益变动报告书 上市公司名称：上海古鳌电子科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：古鳌科技 股票代码：300551 信息披露义务人：陈崇军 住所及通讯地址：上海市普陀区**路**号 股份变动性质：股份减少 签署日期：2025 年 8 月 简式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》等 相关的法律、法规和规范性文件的要求编写。 二、信息披露义务人签署本报告书不需要获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人（及与其一致行动的他人）在上海古鳌电子科 技股份有限公司中拥有权益的股份变动情况。截至本报告书签署之日，除本报告 书披露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在上海古 鳌电子科技股份有限公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务 人外，没有委托或授权任何其他单位或个人提供未在本报告书 ...

Group 1 - The company completed the cancellation of 5,690,100 shares, which accounted for 1.64% of the total share capital before cancellation, reducing the total share capital from 345,752,939 shares to 340,062,839 shares [1][2] - The share repurchase was approved by the board on April 22, 2022, with a plan to repurchase shares at a price not exceeding 20.00 RMB per share, using a total fund of no less than 51,335,250.16 RMB [1][2] - The purpose of the repurchased shares was changed from selling to cancellation and reducing registered capital, which was approved in meetings held on June 16, 2025, and July 3, 2025 [2][3] Group 2 - The cancellation of the repurchased shares will not have a substantial impact on the company's financial status or operating results, and it does not harm the interests of the company or minority investors [3] - Following the cancellation, the company will proceed with necessary legal registrations and disclosures as required by regulations [3]

证券代码：300551 证券简称：古鳌科技 公告编号：2025-052 上海古鳌电子科技股份有限公司 关于公司控股股东、实际控制人部分股份被司法拍卖的 进展公告 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。 特别风险提示： 1、本次司法处置标的为公司控股股东、实际控制人陈崇军先生持有的公司 322 万股股份，占剔除公司回购专用账户后公司股本的 0.95%。 2、本次司法拍卖事项后续需经过缴款、法院裁定、股权变更过户等环节， 最终拍卖结果具有不确定性。公司将持续关注该事项的进展，依法履行信息披露 义务。请投资者注意投资风险。 上海古鳌电子科技股份有限公司（以下简称"公司"）通过查询网络公开信 息获悉无锡市梁溪区人民法院将于 2025 年 7 月 19 日 10 时起至 2025 年 7 月 20 日 10 时止（延时的除外）在阿里巴巴司法拍卖网络平台对公司控股股东、实际 控制人陈崇军先生持有的公司 322 万股股份进行司法拍卖，并于 2025 年 5 月 12 日在巨潮资讯网披露了《关于公司控股股东、实际控制人部分股份将被司法拍卖 的提示性公告》（公告编号：2 ...

证券代码：300551 证券简称：古鳌科技 公告编号：2025-050 上海古鳌电子科技股份有限公司 关于回购股份注销完成暨股份变动的公告 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。 二、变更回购股份用途并注销的审批情况 特别提示： 1、上海古鳌电子科技股份有限公司（以下简称"公司"）本次注销的回购股份 数量为 5,690,100 股，占注销前公司总股本的 1.64%，本次注销完成后，公司总股 本由 345,752,939 股变更为 340,062,839 股。 2、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次 5,690,100 股回购股份注销日期为 2025 年 7 月 18 日。 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关法律法规规定，现就公司本次回购股份注销完成的具体情 况公告如下： 一、本次回购股份的审批及实施情况 公司于 2022 年 4 月 22 日召开第四届董事会第二十四次会议，审议通过了《关 于回购公司股份方案的议案》。为维护公司价值及股东权益，公司拟以自有资金通 过深圳证 ...

Group 1 - The core issue involves a lawsuit filed by the company against Shanghai Wanguang Hengbang Enterprise Management Consulting Partnership (Limited Partnership) for a stock transfer dispute, with the amount in question being RMB 26,950,000 [1][2] - The company had previously signed a stock transfer agreement on December 7, 2021, to sell 20.41% of its shares in Shanghai Zhiyu Information Technology Co., Ltd. for RMB 55,000,000, with payment conditions and penalties outlined [1][2] - The defendant failed to pay the remaining transfer amount after making the first payment, leading to the lawsuit [2] Group 2 - The company is seeking the full payment of the outstanding amount along with a 3% penalty for breach of contract, as stipulated in the Civil Code [2] - The current legal action is described as a legitimate effort by the company to protect its rights and interests [2][3] - The company will monitor the case's progress closely and will disclose any significant updates in accordance with accounting standards and legal obligations [3]

证券代码：300551 证券简称：古鳌科技 公告编号：2025-051 上海古鳌电子科技股份有限公司 关于新增重大诉讼的公告 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： 案件所处的诉讼阶段：法院已受理，尚未正式开庭 上市公司所处的当事人地位：原告 涉案的金额：26,950,000.00 元 是否会对上市公司损益产生负面影响：因本案尚未正式开庭，目前暂无法预计 本案对公司本期及期后利润的具体影响。 案由：股权转让纠纷 诉讼机构名称：上海市普陀区人民法院 诉讼机构所在地：上海 二、本次诉讼的案件事实与请求内容及其理由 （一）案件事实和理由 上海古鳌电子科技股份有限公司（以下简称"公司"）收到上海市普陀区人民 法院（以下简称"普陀区人民法院"）的受理申请（2025）沪 0107 民初 600 号）。 现将有关情况公告如下： 一、本次诉讼的基本情况 原告：上海古鳌电子科技股份有限公司 被告：上海万光恒邦企业管理咨询合伙企业（有限合伙） 被告：阮善越 阮善越为上海万光恒邦企业管理咨询合伙企业（有限合伙）现任执行事务合伙 人，应对此承担无限连带责任。 三、 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [37]. Core Viewpoints - The report highlights the positive outlook for financial IT and cross-border payment companies due to the recent policy developments in stablecoins, RDA, and CIPS, which are expected to enhance efficiency, reduce costs, and improve transparency in cross-border payments and settlements [1][4][21]. - The stablecoin market is diversifying, with various participants including fintech companies and traditional banks, which is likely to enhance the credibility and application scenarios of stablecoins [13][14]. Summary by Sections Industry Investment Rating - The industry is rated as "Outperform the Market," with expectations of better performance compared to the benchmark index [37]. Company Dynamics - Jiuyuan Yinhai expects to achieve revenue of 414-454 million yuan in the first half of 2025, a year-on-year increase of 5%-15%, with net profit expected to grow significantly by 130%-180% [3]. - Inspur Information plans to repurchase its A-shares with a total fund of no less than 200 million yuan and no more than 300 million yuan, with an expected repurchase price not exceeding 75.59 yuan per share [3]. Investment Recommendations - The report suggests focusing on companies such as Runhe Software, Nantian Information, Borui Data, Huichen Shares, Digital Government, and Jiuyuan Yinhai, which are expected to benefit from the developments in stablecoins and related technologies [4][21]. Policy Developments - Recent policies in regions like Hong Kong and Shanghai are aimed at promoting the development of stablecoins and their applications, including the issuance of tokenized government bonds and enhancing the management mechanisms for cross-border payment systems [15][18][21]. - The introduction of the RDA paradigm by the Shanghai Data Exchange emphasizes the importance of data in verifying the authenticity and enhancing the value of real-world assets [20][21]. Market Trends - The stablecoin market is expanding into real-world applications, particularly in cross-border payments, B2B payments, and asset tokenization, which are expected to grow rapidly [14][21]. - The report notes that the development of stablecoins will increase the demand for system upgrades and related services from financial IT companies [21].

Core Viewpoint - The financial technology sector is experiencing significant volatility, influenced by regulatory warnings regarding the risks associated with stablecoin speculation, leading to a notable decline in related stocks and ETFs [1][2]. Group 1: Market Performance - Popular concepts such as "stablecoin" and "internet brokerage" have seen a decline, with major stocks like Dazhihui hitting the limit down, and several others approaching limit down, while Guoao Technology gained over 7% [1]. - The financial technology ETF (159851) opened lower and saw a drop of over 3%, with a trading volume exceeding 350 million CNY, indicating a significant influx of funds despite the downturn [1]. - The financial technology index has surged over 39% in the past three months, outperforming the ChiNext Index (+22.13%) and the Shanghai Composite Index (+13.36%) [2]. Group 2: Regulatory Environment - Regulatory bodies in cities like Beijing and Shenzhen have issued warnings about the risks of stablecoin speculation, highlighting the involvement of illegal financial activities under the guise of "financial innovation" [1]. - There is a growing focus on the development and research of digital currencies and blockchain technology, with cities like Shanghai exploring their applications in cross-border trade and supply chain finance [2]. Group 3: Investment Opportunities - The financial technology sector is viewed as a growth driver, with stablecoins and real-world assets (RWA) being key areas of focus, especially as companies approach their Q2 earnings reports [3]. - The financial technology ETF (159851) and its associated funds are recommended for investment, as they cover a wide range of themes including internet brokerage, financial IT, and AI applications, with a current scale exceeding 7 billion CNY and an average daily trading volume of over 550 million CNY [3].

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFLYTEK, and highlights potential in AI hardware applications with recommendations for companies like Yingshi Network, Hongsoft Technology, and Hesai [2] Core Insights - The report emphasizes that the AI industry is currently in a relatively chaotic fundamental period, with some high-frequency data showing resilience, while investor expectations remain low. The willingness to use AI products is increasing, but payment capabilities are still limited, necessitating further breakthroughs in large models [11][12] - It identifies high-growth sectors for 2025, including AI computing power and lidar, while noting that AI applications are accelerating upward. Stable growth is expected in software outsourcing, financial IT, quantum computing, data elements, EDA, and overseas expansion [11][12] Summary by Sections Industry Perspective - The report discusses the launch of Tencent's 3D generative model Hunyuan3D-PolyGen, which can generate complex geometric models with thousands of faces, and highlights the advancements of Musk's Grok 4 model, which has shown significant improvements in training efficiency [11] - It notes that the computer industry is expected to perform better in the second half of the year due to base effects, new technology/product launches, and policy implementations [11] Subsector Insights - The report categorizes the computer industry into various subsectors with their respective growth outlooks: - High growth maintained: AI computing power, lidar - Accelerating growth: AI applications - Stable growth: Software outsourcing, financial IT, quantum computing, data elements, EDA, overseas expansion, and domestic innovation [10][12] - Turning points: Education IT, cybersecurity, enterprise services - Stabilizing: Smart transportation, government IT, security, construction real estate IT - Slightly pressured: Industrial software, medical IT [10][12] Market Performance Review - From July 7 to July 11, 2025, the computer industry index (Shenwan) rose by 3.22%, outperforming the CSI 300 index by 2.40 percentage points, ranking 6th among 31 Shenwan first-level industry indices [13] Upcoming Key Events - The report highlights upcoming events such as the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, suggesting that investors pay attention to related industry chain opportunities [25][26]