Group 1 - The company, Zhengyuan Zhihui, announced a credit impairment loss and asset impairment loss totaling approximately 7.66 million yuan for the first half of 2025, which will reduce the total profit in the consolidated financial statements by the same amount [1] - For the first half of 2025, the revenue composition of Zhengyuan Zhihui was 63.32% from schools and 36.68% from enterprises and institutions [1] Group 2 - As of the report date, Zhengyuan Zhihui's market capitalization is 3.1 billion yuan [2]

| 证券代码：300645 | 证券简称：正元智慧 | | 公告编号：2025-082 | | --- | --- | --- | --- | | 债券代码：123196 | 债券简称：正元转 | 02 | | 正元智慧集团股份有限公司 1、 审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 经审议，监事会认为：董事会编制和审核《2025 年半年度报告》及其摘要 的程序及内容格式符合中国证监会、深圳证券交易所以及相关法律、行政法规的 规定，报告内容真实、准确、完整地反映了公司的实际情况，不存在任何虚假记 载、误导性陈述或者重大遗漏。 《2025 年半年度报告》《2025 年半年度报告摘要》详见公司于 2025 年 8 月 29 日在巨潮资讯网（http://www.cninfo.com.cn）上披露的公告。 表决结果：3 票同意、0 票反对、0 票弃权。同意票数占本次监事会有效表 决票数的 100%，表决通过。 三、备查文件 1、公司《第五届监事会第五次会议决议》。 第五届监事会第五次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一 ...

| 证券代码：300645 | 证券简称：正元智慧 | | 公告编号：2025-081 | | --- | --- | --- | --- | | 债券代码：123196 | 债券简称：正元转 | 02 | | 正元智慧集团股份有限公司 第五届董事会第六次会议决议公告 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。 一、董事会会议召开情况 正元智慧集团股份有限公司（以下简称"公司"）第五届董事会第六次会议于 2025 年 8 月 27 日下午 15:00 在公司会议室以现场方式召开，会议通知已于 2025 年 8 月 17 日以书面和通讯方式送达全体董事。本次会议应出席董事 7 名，实际 出席会议董事 7 名，公司监事、高级管理人员列席了本次会议。本次会议由董事 长陈艺戎女士主持，会议的召开和表决程序符合《中华人民共和国公司法》和《公 司章程》的有关规定。 二、董事会会议审议情况 1、审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 本议案已经公司董事会审计委员会审议通过。 公司《2025 年半年度报告》《2025 年半年度报告摘要》具体内容详见公 ...

Core Viewpoint - The company reported a slight increase in revenue for the first half of 2025, but it also experienced a larger net loss compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 460 million yuan, representing a year-on-year growth of 0.03% [1] - The net loss attributable to shareholders was 18.7364 million yuan, compared to a net loss of 8.5935 million yuan in the same period last year [1] Dividend Policy - The company announced that it will not distribute cash dividends, issue bonus shares, or increase share capital from reserves [1]

正元智慧集团股份有限公司 2025 年半年度报告 2025-084 2025 年 8 月 29 日 正元智慧集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人陈艺戎、主管会计工作负责人吴晓谦及会计机构负责人(会计 主管人员)包建军声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公司 对任何投资者及相关人士的承诺，投资者及相关人士均应对此保持足够的风 险认识，并且应当理解计划、预测与承诺之间的差异。 本公司提请投资者认真阅读本半年度报告全文，并特别关注本报告第三节 "管理层讨论与分析"之第十小节"公司面临的风险和应对措施"中描述的 公司在经营中可能存在的风险及应对措施。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 1 | 第一节 | 重要提示、目录和释义 1 | | | --- | --- | -- ...

来源：证券时报网 作者：周乐 超级赛道迎来重磅催化。 集体大涨 8月26日，A股盘中，国产软件概念股集体大涨，国产软件指数创出近10年新高，截至午间收盘，开普 云、正元智慧、君逸数码强势录得20%涨停板，天润科技、航天宏图、挖金客、ST易联众大涨超10%， 中电鑫龙、能科科技、启明信息、天融信等个股录得涨停，麒麟信安大涨超9%，广联达、润和软件涨 超8%。 消息面上，今日，"2025中国操作系统产业大会"在北京中关村国际创新中心开幕。据官方介绍，大会举 办期间将进一步展示中国操作系统在能源、水利、金融、医疗、教育等行业的最新应用案例。大会特设 银河麒麟操作系统V11新品互动体验区，集中呈现国产软硬件协同优化的突破性进展与领先成果。 据国是直通车，全新一代中国操作系统——银河麒麟操作系统V11在"2025中国操作系统产业大会"正式 发布。这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。 作为首个突破百万生态的国产操作系统，银河麒麟的生态成熟度国内领先，与国产主流CPU、GPU及板 卡实现全面兼容，构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发挥支撑 作用，在政务领域保持较 ...

Core Viewpoint - The company, Zhengyuan Zhihui, announced a change in the use of part of its raised funds, reallocating 17.94 million yuan from the "Integrated Cloud Platform Project for Basic Education Management and Services" to the "Integrated Platform Project for Higher Education Operations and Services" through a loan to its subsidiary, Zhejiang Nipton, at an interest rate of 8% [1] Fund Allocation Changes - The company plans to reduce its investment in the "Integrated Cloud Platform Project for Basic Education Management and Services" due to the project not achieving expected benefits and delays caused by external market uncertainties, with the project now postponed until December 25, 2026 [1] - The total investment for the "Integrated Platform Project for Higher Education Operations and Services" is 19.94 million yuan, with a construction period of 18 months [1] Project Details - The "Integrated Platform Project for Higher Education Operations and Services" aims to purchase IoT air conditioning and intelligent hot water management systems to provide efficient operational services for university students [1]

Market Performance - The ChiNext Index fell by 0.76%, closing at 2742.13 points, with a total trading volume of 7500.68 billion yuan, a decrease of 1249.07 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 700 stocks closed higher, with 17 stocks hitting the daily limit up, while 672 stocks closed lower, and 4 stocks fell by more than 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 5.99%, with 48 stocks having a turnover rate exceeding 20%, and 247 stocks between 10% and 20% [1] - The stock with the highest turnover rate was Hongjing Technology, which closed up 3.48% with a turnover rate of 45.60% and a trading volume of 26.09 billion yuan [1] Institutional Activity - Nine high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in all nine stocks [3] - Hongjing Technology saw a net institutional buy of 84.68 million yuan from three specialized seats, while Zhengyuan Wisdom had a net buy of 36.60 million yuan from one specialized seat [3] Capital Flow - Among high turnover stocks, 21 stocks experienced net inflows of main funds, with Zhengyuan Wisdom, Junyi Digital, and Boya Precision receiving net inflows of 199 million yuan, 137 million yuan, and 124 million yuan respectively [4] - Conversely, Kede Education, Haozhi Electromechanical, and Zhongwen Online had significant net outflows of 567 million yuan, 213 million yuan, and 212 million yuan respectively [4] Earnings Reports - Among high turnover stocks, 34 companies released semi-annual reports, with Gaolan Co., Shuo Beid, and Xiaoming Co. showing substantial net profit growth of 1438.57%, 981.11%, and 733.34% respectively [4] - Only one company issued a profit forecast, with Guangdong Jianke expected to have a net profit of 34.50 million yuan, representing a year-on-year increase of 5.64% [4]

Group 1 - The stock of Zhengyuan Wisdom reached the daily limit, with a turnover rate of 28.93% and a transaction amount of 899 million yuan, showing a volatility of 21.61% [2] - Institutional investors net bought 36.60 million yuan, while the total net purchase from brokerage seats amounted to 90.76 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a closing price increase of 20.00% [2] Group 2 - The top five brokerage seats accounted for a total transaction of 322 million yuan, with a buying transaction amount of 225 million yuan and a selling transaction amount of 97.54 million yuan, resulting in a net purchase of 127 million yuan [2] - Among the brokerage seats, one institutional seat was noted, with a buying amount of 42.07 million yuan and a selling amount of 5.47 million yuan, leading to a net purchase of 36.60 million yuan [2] - The stock experienced a net inflow of 199 million yuan from main funds today, with a significant single net inflow of 242 million yuan, while large single funds saw a net outflow of 42.79 million yuan [2]

板块方面，游戏板块早盘冲高，三七互娱（002555）涨停；国产软件概念股集体发力，国产软件指数创出近10年新高，开普云、正元智慧（300645）、 君逸数码（301172）录得20%涨停，天润科技、航天宏图等涨超10%；而稀土永磁、CRO/CMO、国防军工等前期热门板块早盘已显现回调态势。临近午 盘，市场情绪有所回暖，三大指数一度翻红，截至午间收盘，沪指涨0.11%，深成指涨 0.73%，创业板指涨 0.21%。 快速跳水后震荡，消费电子板块发力 8月26日，A股三大指数涨跌不一，成交额较前一交易日明显缩量，板块轮动加快，热门题材多数回调。截至收盘，上证指数跌0.39%，深证成指涨 0.26%，创业板指跌0.76%，北证50跌0.76%，科创50指数跌1.31%。沪深两市成交额约26790亿元，较前一交易日缩量4621亿元，沪深京三市成交额27098 亿元，缩量4671亿元；全市场超2800只个股上涨，近2500只个股下跌，90只个股涨停，8只个股跌停。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 0000 ...