Market Overview - The Shanghai Composite Index closed at 3363.48 points, above the annual line, with a change of 0.48% [1] - The total trading volume of A-shares reached 763.885 billion yuan [1] Stocks Breaking Annual Line - A total of 75 A-shares have surpassed the annual line today, with notable stocks including: - Zhangqu Technology (掌趣科技) with a deviation rate of 11.95% - New Jingang (新劲刚) at 8.64% - Beitaini (贝泰妮) at 8.42% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the annual line: - Zhangqu Technology (掌趣科技): Today's change of 13.55%, turnover rate of 20.26%, annual line at 5.09 yuan, latest price at 5.70 yuan [1] - New Jingang (新劲刚): Today's change of 9.22%, turnover rate of 12.15%, annual line at 19.52 yuan, latest price at 21.21 yuan [1] - Beitaini (贝泰妮): Today's change of 11.83%, turnover rate of 4.22%, annual line at 45.60 yuan, latest price at 49.44 yuan [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Nanjing Shanglv (南京商旅): Change of 9.97%, turnover rate of 9.74%, annual line at 8.76 yuan, latest price at 9.49 yuan [1] - Beixin Source (北信源): Change of 6.31%, turnover rate of 7.33%, annual line at 4.99 yuan, latest price at 5.22 yuan [1] - Bolei Technology (倍轻松): Change of 3.67%, turnover rate of 3.40%, annual line at 31.11 yuan, latest price at 32.17 yuan [1]

Market Overview - As of 10:30 AM today, the Shanghai Composite Index stands at 3352.43 points, above the six-month moving average, with a change of 0.15% [1] - The total trading volume of A-shares today is 568.946 billion yuan [1] Stocks Performance - A total of 138 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Dahongli (300865) with a deviation rate of 17.40%, closing at 27.74 yuan, up 19.98% [1] - Huaxi Biological (688363) with a deviation rate of 6.97%, closing at 54.41 yuan, up 7.87% [1] - *ST Chengchang (001270) with a deviation rate of 5.20%, closing at 36.55 yuan, up 5.00% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Zhejiang Shuwenhua (600633) with a deviation rate of 5.17%, closing at 13.62 yuan, up 5.66% [1] - Gehua Cable (600037) with a deviation rate of 4.76%, closing at 7.73 yuan, up 6.47% [1] - Stocks with smaller deviation rates that have just crossed the six-month line include Aotai Biological, Chitianhua, and Emei Mountain A [1]

证券代码：300629 证券简称：新劲刚 公告编号：2025-030 广东新劲刚科技股份有限公司 2024 年年度权益分派实施公告 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、截至本公告披露日，广东新劲刚科技股份有限公司（以下简称"公司"或"本公司"） 回购专用证券账户股份数量 1,363,119 股，不参与本次权益分派。公司 2024 年年度权益分 派方案为：以公司现有总股本 251,423,424 股剔除已回购股份 1,363,119 股后的 250,060,305 股为基数，向全体股东每 10 股派 1 元人民币现金（含税）。 2、本次权益分派实施后计算除权除息价格时，以公司总股本 251,423,424 股（含回购 股份）折算后的每 10 股现金分红红利 =现金分红总额/总 股本（含回购股份 ） *10=25,006,030.5 元/251,423,424 股*10=0.994578 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参考价格=除权除息前一交易日收盘价- 按 公司总股本折算每股现金分红比 ...

Investment Rating - Buy (Maintain Rating) [1] Core Viewpoints - The recent military conflict between India and Pakistan has highlighted the effectiveness of Chinese military equipment, particularly in the context of military exports [2][5] - The global arms trade is expected to enter a new cycle of prosperity due to increased demand driven by geopolitical tensions, with China's military exports likely to gain market share [3][4][26] Summary by Sections 1. Overview of the India-Pakistan Conflict - The conflict began with a terrorist attack in India, leading to India's "Operation Zhusha" and Pakistan's counteraction, showcasing the effectiveness of Chinese military equipment used by Pakistan [13][20] 2. Impact on the Military Industry - Global demand for military equipment is increasing, with military spending projected to reach $2.72 trillion in 2024, a 9.4% increase [23][26] - The arms trade saw a significant increase of 29% in 2022, with a projected export value of $28.938 billion TIV in 2024 [3][26] 3. China's Military Export Potential - China's military exports have surged from $1.358 billion TIV in 2021 to $2.982 billion TIV in 2023, with 45% of exports going to Pakistan [4][33] - The report emphasizes the transition of Chinese military equipment into a "DEEPSEEK" era, indicating advancements in technology and capabilities [42] 4. Investment Recommendations - The report suggests focusing on seven key areas for military trade-related investments: aviation equipment, missile systems, radar systems, drones, low-cost munitions, ground equipment, and communication data links [5][67]

北京市嘉源律师事务所 关于广东新劲刚科技股份有限公司 2024 年年度股东大会的 法律意见书 西城区复兴门内大街158号远洋大厦4楼 中国·北京 二〇二五年五月 北京BEIJING·上海SHANGHAI·深圳SHENZHEN·香港HONGKONG·广州GUANGZHOU·西安XI'AN 致：广东新劲刚科技股份有限公司 北京市嘉源律师事务所 关于广东新劲刚科技股份有限公司 2024年年度股东大会的 法律意见书 嘉源(2025)-04-287 北京市嘉源律师事务所（以下简称"本所"）接受广东新劲刚科技股份有限 公司（以下简称"公司"）的委托，根据《中华人民共和国公司法》（以下简称 "《公司法》"）和《上市公司股东会规则》（以下简称"《股东会规则》"）等现 行有效的法律、行政法规、部门规章、规范性文件（以下简称"法律法规"）以 及《广东新劲刚科技股份有限公司章程》（以下简称"《公司章程》"）的有关 规定，指派本所律师对公司 2024 年年度股东大会（以下简称"本次股东大会"） 进行见证，并依法出具本法律意见书。 为出具本法律意见书，本所指派律师现场见证了本次股东大会，查阅了公 司提供的与本次股东大会有关的文件和资料 ...

证券代码：300629 证券简称：新劲刚 公告编号：2025-029 现场会议召开日期和时间：2025 年 5 月 13 日下午 15:00 广东新劲刚科技股份有限公司 2024 年年度股东大会会议决议公告 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、本次股东大会无变更、否决议案的情况； 2、本次股东大会采取现场投票与网络投票相结合的方式召开； 3、本次股东大会审议的议案（十一）为特别决议议案，由参加股东大会的 股东（包括股东代表）所持表决权 2/3 以上表决通过； 4、本次股东大会未涉及变更前次股东大会决议的情形。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开日期、时间： 网络投票日期和时间：2025 年 5 月 13 日 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 5 月 13 日 9:15—9:25，9:30—11:30 和 13:00—15:00；通过深圳证券交易所互联网系 统投票的具体时间为 2025 年 5 月 13 日 9:15-15:00 期间的任意时间。 2、会议地点：广东省佛山市禅城区古 ...

Market Overview - The Shanghai Composite Index closed at 3369.24 points, above the six-month moving average, with an increase of 0.82% [1] - The total trading volume of A-shares reached 1.34 trillion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 223 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Kunshan Intelligent (15.41%) - Jinying Heavy Industry (11.30%) - New Jingang (7.55%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Kunshan Intelligent: Today's increase of 20.02%, turnover rate of 21.68%, six-month average price of 18.59 yuan, latest price at 21.46 yuan [1] - Jinying Heavy Industry: Today's increase of 11.89%, turnover rate of 6.97%, six-month average price of 9.47 yuan, latest price at 10.54 yuan [1] - New Jingang: Today's increase of 8.57%, turnover rate of 23.50%, six-month average price of 21.21 yuan, latest price at 22.81 yuan [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Keli'er: 9.98% increase, 6.46% turnover, six-month average of 16.72 yuan, latest price of 17.97 yuan [2] - Zhonghang Shenfei: 8.42% increase, 3.81% turnover, six-month average of 46.61 yuan, latest price of 50.07 yuan [1] - Shenzhou High-speed: 9.09% increase, 13.28% turnover, six-month average of 2.80 yuan, latest price of 3.00 yuan [1]

证券代码：300629 证券简称：新劲刚 公告编号：2025-028 广东新劲刚科技股份有限公司 关于更换持续督导保荐代表人的公告 - 1 - 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。 广东新劲刚科技股份有限公司（以下简称"公司"）于近日收到保荐机构民 生证券股份有限公司（以下简称"民生证券"）《关于更换持续督导保荐代表人 的函》。 民生证券为公司以简易程序向特定对象发行股票的保荐人，刘愉婷女士和王 雷先生为公司持续督导保荐代表人，法定持续督导期限至 2026 年 12 月 31 日。 由于刘愉婷女士和王雷先生工作发生变动，民生证券决定委派李东茂先生和 张春晖先生（简历附后）接替担任公司的保荐代表人，继续履行对公司的持续督 导保荐责任。 本次保荐代表人变更后，公司持续督导的保荐代表人为李东茂先生和张春晖 先生，继续履行相关的职责和义务，直至相关工作全部结束。 公司董事会对刘愉婷女士和王雷先生在公司持续督导期间所做出的贡献表 示衷心感谢！ 特此公告。 广东新劲刚科技股份有限公司董事会 2025 年 4 月 30 日 附件：李东茂先生、张春晖先生简历 李东茂 ...

Core Viewpoint - The financial performance of the company, Toris (300629), has shown significant volatility, with a sharp decline in data resource revenue and continued net losses in the latest quarterly report [1][3]. Financial Performance Summary - In Q1 2025, Toris reported total revenue of 124.97 million yuan, a decrease from 178.24 million yuan in Q1 2024, and a net loss of 22.93 million yuan [3][4]. - The data resource revenue for Q1 2025 was 9.32 million yuan, down approximately 29.78 million yuan from the previous year's report, marking a decline of over 76% [1][3]. - The company experienced a peak in data resource revenue in 2024, reaching 39.10 million yuan in the annual report, but this was followed by a significant drop in Q1 2025 [1][3]. Revenue and Profit Trends - The operating income showed a notable increase throughout 2024, peaking at 619.14 million yuan in Q3, but fell to 124.97 million yuan in Q1 2025 [3][4]. - The net profit fluctuated dramatically, with a profit of 27.25 million yuan in Q1 2024, followed by a loss of 94.15 million yuan in the annual report for 2024, and continuing losses into Q1 2025 [3][4]. Stock Performance - The stock price of Toris has experienced significant fluctuations, reaching a low of 9.53 yuan in February 2024 and a high of 30.73 yuan in February 2025, before closing at 17.18 yuan as of April 29, 2025 [4].

关于广东新劲刚科技股份有限公司 2024 年度持续督导现场培训工作报告 民生证券股份有限公司（以下简称"民生证券"、"保荐人"）作为广东新劲 刚科技股份有限公司（以下简称"新劲刚"、"公司"、"上市公司"）以简易程序 向特定对象发行股票的保荐人，根据《深圳证券交易所股票上市规则》《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》及《深圳 证券交易所上市公司自律监管指引第 13 号——保荐业务》等有关规定，对新劲 刚相关人员进行了持续督导培训。本次持续督导培训情况如下： 民生证券股份有限公司 民生证券通过相关法律法规讲解，使公司股东、董事、监事和高级管理人员 等相关人员对上市公司募集资金管理、信息披露规范、内幕信息管理及内幕交易 1 相关要求有了更深层次的理解，增强了公司及相关人员的法律法规知识和规范运 作意识，有助于公司进一步提升公司治理和规范运作水平。 一、培训基本情况 1、培训时间：2025 年 4 月 21 日 2、培训地点：新劲刚会议室 3、授课人员：王雷 4、参加培训人员：新劲刚董事、监事、高级管理人员以及部分中层以上管 理人员、财务人员 二、培训主要内容 授课人员结合《证 ...