Core Viewpoint - The company, CaiXun Co., Ltd. (300634), has announced a plan to issue convertible bonds to raise funds for various AI-related projects, reflecting its strategic focus on capital operations and growth in the AI sector [1][2]. Group 1: Fundraising and Financial Performance - CaiXun plans to raise funds through the issuance of convertible bonds, which will be used for the construction of an intelligent computing center, the development of the Rich AIBox platform, and enterprise-level AI applications [1][2]. - Since 2021, CaiXun has seen its total revenue and net profit nearly double, with total revenue projected to grow from 887 million to 1.652 billion from 2021 to 2024, and net profit increasing from 130 million to 218 million [1]. - In the first half of 2025, the company expects to continue achieving double-digit growth in revenue and profit, with AI and computing business revenue around 177 million, accounting for nearly 20% of total revenue [1]. Group 2: Strategic Focus and Project Details - The intelligent computing center project aims to deploy computing servers, network devices, and storage equipment to meet the growing demand for intelligent computing services in large model training and inference [2]. - The Rich AIBox platform will enhance the capacity of the AI middle platform and ecosystem, focusing on the development of intelligent agent platforms and data governance tools [2][3]. - The enterprise-level AI application development project will include applications such as intelligent knowledge bases, smart customer service, and AI voice agents, with a significant focus on AI voice technology [3]. Group 3: Alignment with National Policies and Market Position - The fundraising direction aligns with national policies promoting AI industry development and responds to the strategic emphasis on advanced computing infrastructure in the "14th Five-Year Plan" [3]. - CaiXun has made investments in two robotics companies, indicating its commitment to the embodied intelligence sector [3]. - The company has established a comprehensive AI ecosystem, focusing on enterprise-level AI solutions, and has successfully implemented various AI applications across industries such as telecommunications and energy [4].

Group 1: Resumption of Trading - Unisplendour plans to acquire 100% equity of Ruineng Semiconductor from 14 parties through share issuance and cash payment, leading to stock resumption [1] - Minmetals Development's board approved major asset replacement proposals, resulting in stock resumption [2] - Huibo's actual controller will change to Tianjin State-owned Assets Supervision and Administration Commission, with stock resuming tomorrow [3] Group 2: Private Placement - Lante Optics intends to raise no more than 1.055 billion yuan for AR optical product industrialization, production capacity enhancement of glass aspheric lenses, micro-nano optical components R&D, and working capital [4] Group 3: Equity Transfer - Jinhai High-tech's controlling shareholder, Huitou Holdings, plans to transfer 5% of shares at a price of 12.72 yuan per share through an agreement [4] Group 4: External Investment and Daily Operations - Hongda Electronics' subsidiary plans to invest 1 billion yuan in Wuxi High-tech Development Zone for semiconductor special device chip research, design, production, and testing [5] - Caixun plans to issue convertible bonds to raise no more than 1.46 billion yuan for intelligent computing center construction, Rich AIBox platform R&D upgrades, and enterprise-level AI applications [5] - Dingtong Technology intends to issue convertible bonds to raise no more than 930 million yuan for company expansion, high-speed communication and liquid cooling production, new energy BMS production, and working capital [5] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of DR10624 injection [6] - Xizi Clean Energy reported a cumulative new order of 5.998 billion yuan for 2025 [7] - Tianli Lithium Energy's subsidiary is expected to reduce production by 1,500 to 2,000 tons due to maintenance [8] Group 5: Performance Changes - CITIC Securities expects a net profit of 30.051 billion yuan in 2025, a year-on-year increase of 38.46% [9] - Four-dimensional Map expects a net profit of 90.0925 million to 117 million yuan in 2025, turning profitable due to the booming market for automotive assisted driving [9] - Jinhai Tong expects a net profit of 160 million to 210 million yuan in 2025, a year-on-year increase of 103.87% to 167.58% due to growing demand in the semiconductor packaging and testing equipment sector [9] - Shanghai Silicon Industry anticipates a net loss of 1.53 billion to 1.28 billion yuan in 2025 [10] - Jiamei Packaging expects a net profit of 85.4371 million to 104 million yuan in 2025, a year-on-year decrease of 43.02% to 53.38% due to a "small year" in the beverage industry [10]

每经AI快讯，彩讯股份1月14日晚间发布公告称，公司第四届第八次董事会会议于2026年1月14日在公 司会议室以通讯方式召开。会议审议了《关于变更经营范围并修订 <公司章程> 的议案》等文件。 每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… （记者 王晓波） ...

格隆汇1月14日丨彩讯股份(300634.SZ)公布，拟向不特定对象发行可转债募集资金总额不超过人民币 146,000.00万元（含本数），扣除发行费用后募集资金净额将投资于智算中心建设项目、Rich AIBox平 台研发升级项目、企业级AI智能体应用开发项目。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司是否已经开展生成式引擎优化（GEO）业 务？目前客户或项目落地情况如何？ 彩讯股份（300634.SZ）1月14日在投资者互动平台表示，公司暂未开展上述业务。 （文章来源：每日经济新闻） ...

彩讯股份公告，公司本次向不特定对象发行可转债募集资金总额不超过人民币146,000.00万元（含本 数），扣除发行费用后募集资金净额将投资于智算中心建设项目、Rich AI Box平台研发升级项目、企 业级AI智能体应用开发项目。在本次向不特定对象发行可转换公司债券募集资金到位之前，公司将根 据募集资金投资项目的实际进度情况通过自有或自筹资金先行投入，并在募集资金到位后按照相关法规 程序予以置换。 ...

Group 1 - The company plans to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding 1.46 billion yuan [1] - The raised funds will be allocated to three main projects: the construction of a smart computing center, the R&D upgrade of the Rich AIBox platform, and the development of enterprise-level AI intelligent agents [1] - The smart computing center construction project will add 12,000 P of computing power services [1]

Core Viewpoint - The company plans to issue convertible bonds to raise up to 1.46 billion yuan for various projects, including the construction of a smart computing center and the development of AI applications [1] Group 1 - The company intends to issue convertible bonds to unspecified investors [1] - The total amount to be raised through this issuance is not to exceed 1.46 billion yuan [1] - The funds will be allocated to the construction of a smart computing center, the upgrade of the Rich AIBox platform, and the development of enterprise-level AI applications [1]

证券代码：300634 证券简称：彩讯股份 公告编号：2026-010 彩讯科技股份有限公司 关于提请股东会授权董事会或董事会授权人士全权办理 本次向不特定对象发行可转换公司债券相关事宜的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或者重大遗漏。 彩讯科技股份有限公司（以下简称"公司"）于 2026 年 1 月 14 日召开第 四届董事会第八次会议，审议通过《关于提请股东会授权董事会及/或董事会授 权人士全权办理本次向不特定对象发行可转换公司债券相关事宜的议案》，现 将相关情况公告如下： 为保证公司本次向不特定对象发行可转换公司债券工作高效、有序推进和 顺利实施，依照相关法律法规及《公司章程》的相关规定，拟提请公司股东会 授权董事会及/或董事会授权人士全权办理本次向不特定对象发行可转换公司 债券相关事宜，包括但不限于： 1、在相关法律法规和《公司章程》允许的范围内，按照证券监管部门的意 见，结合公司的实际情况，对本次可转换公司债券的发行条款进行修订、调整 和补充，并在发行前明确具体的发行条款及发行方案，制定和实施本次发行的 最终方案，包括但不限于确定发行证券种类、 ...

证券代码：300634 证券简称：彩讯股份 公告编号：2026-006 彩讯科技股份有限公司 向不特定对象发行可转换公司债券 的论证分析报告 二〇二六年一月 彩讯科技股份有限公司 向不特定对象发行可转换公司债券的论证分析报告 彩讯科技股份有限公司 向不特定对象发行可转换公司债券的论证分析报告 彩讯科技股份有限公司（以下简称"公司"或"彩讯股份"）为满足业务 发展需要，结合自身的实际情况，根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司证券发行注册管理办法》等有关法律、法规和规范 性文件的规定，拟向不特定对象发行可转换公司债券（以下简称"可转债"） 的方式募集资金。 本报告中如无特别说明，相关用语具有与《彩讯科技股份有限公司向不特 定对象发行可转换公司债券预案》中的释义相同的含义。 一、本次发行证券及其品种选择的必要性 （一）本次发行证券选择的品种 本次发行证券的种类为可转换为公司A股股票的可转换公司债券。该等可 转换公司债券及未来转换的A股股票将在深圳证券交易所创业板上市。 （二）本次发行实施的必要性 本次向不特定对象发行可转换公司债券募集资金投资项目符合相关政策和 法律法规，符合公司战略发展 ...