证券代码：300662 证券简称：科锐国际 公告编号：2025-034 北京科锐国际人力资源股份有限公司 关于控股股东及部分高管计划减持股份的预披露公告 控股股东霍尔果斯泰永康达创业投资有限公司及公司财务总监尤婷婷保证向 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、北京科锐国际人力资源股份有限公司(以下简称"公司"或"科锐国际") 控股股东霍尔果斯泰永康达创业投资有限公司(以下简称"泰永康达")持有科 锐国际流通股 59,862,540 股，占科锐国际当期总股本的 30.4170%。本次计划以 大宗交易、集中竞价两种方式减持股份 3,580,700 股，占科锐国际当期总股本的 1.8194%（如公司发生送股、资本公积金转增股本、股份回购注销等股份变动事 项，本次股份减持数量作相应调整）。 2、公司财务总监尤婷婷合计持有公司股份 75,175 股，占公司总股本比例 0.0382%（其中直接持有公司股份 47,250 股，占公司总股本比例 0.0240%；间接 持有公司股份 27,925 股，占公 ...

Group 1 - Company GuoDeWei plans to repurchase shares with a total investment of between 100 million to 150 million yuan, with a maximum repurchase price of 53 yuan per share, expecting to buy back between 1.89 million to 2.83 million shares, accounting for 0.78% to 1.17% of total share capital [1] - Company Shuangliang Energy has won a bid for the Gansu Energy Chemical Qinyang 2×660MW coal power project, with a total bid amount of 237 million yuan, representing 1.82% of the company's projected revenue for 2024 [1] - Company China Pacific Insurance reported a total premium income of 227.17 billion yuan from its two subsidiaries in the first five months, with a year-on-year growth of 10.2% for its life insurance subsidiary and 0.5% for its property insurance subsidiary [1][2] Group 2 - Company LuKang Pharmaceutical has received a drug registration certificate for injectable Cefoperazone Sodium, a third-generation cephalosporin with broad-spectrum antibacterial properties [3] - Company 吉祥航空 reported a 4.97% year-on-year increase in passenger turnover in May, with a seat occupancy rate of 86.14%, up 3.70% year-on-year [4][5] - Company DuRui Pharmaceutical's subsidiary has also received a drug registration certificate for injectable Cefoperazone Sodium [6] Group 3 - Company KeLan Software announced that part of the shares held by its controlling shareholder will be auctioned, involving 5.09 million shares, accounting for 1.07% of the total share capital [7] - Company HuaCan Optoelectronics received a government subsidy of 87.84 million yuan, which is expected to positively impact the company's pre-tax profit for 2025 [8] - Company JinZhi Technology has won a bid for projects from the State Grid and China Resources New Energy, with a total bid amount of 84.41 million yuan [9] Group 4 - Company Vision China completed a capital increase for its subsidiary, raising 100 million yuan to accelerate its layout in the AI field [11] - Company Youa Co. received a profit distribution of 96.03 million yuan from its investment in Changsha Bank [13] - Company WanBangde's subsidiary obtained a patent for a deuterated compound, enhancing the chemical stability and reducing toxicity [16] Group 5 - Company DongCheng Pharmaceutical completed the enrollment of all 488 participants in the Phase III clinical trial for Fluorine-18 PSMA peptide injection, aimed at prostate cancer diagnosis [17] - Company China Merchants Expressway announced that its first phase of medium-term notes for 2024 will pay interest on July 2, 2025, with a total issuance of 2.5 billion yuan and an interest rate of 2.35% [18] - Company JinPu Titanium's subsidiary has temporarily suspended production for maintenance due to falling product prices and high production costs [20] Group 6 - Company BeiLu Pharmaceutical received a marketing authorization for Iodinated Contrast Injection in Hungary, marking another approval in the EU [22] - Company LiXing Co. obtained an overseas investment certificate for its wholly-owned subsidiary in Singapore, with a total investment of 2.16 million yuan [24] - Company LangKun Technology won a garbage collection service project with a bid amount of 21.57 million yuan [26] Group 7 - Company KeRui International plans to transfer 55% of its subsidiary Tianjin ZhiRui's equity for 41.96 million yuan [28] - Company Nanjing JuLong intends to invest 130 million yuan to build a production project for special materials with an annual output of 40,000 tons [30] - Company NanShan Intelligent plans to use up to 50 million yuan of idle funds for cash management in safe and liquid financial products [32] Group 8 - Company GuangLian Aviation completed the business change registration for its subsidiary, involving the introduction of strategic investors [34] - Company XiaoFang Pharmaceutical signed a cooperation agreement to develop a new drug for hair loss treatment [36] - Company GuiZhou SanLi plans to sign a 150 million yuan technology transfer and development contract with Guangdong Pharmaceutical University [38] Group 9 - Company ST SiLong's subsidiary received a drug registration certificate for Famotidine injection, used for treating upper gastrointestinal bleeding [52] - Company ZhongKe Information's executive plans to reduce holdings of up to 180,000 shares, accounting for 0.06% of total share capital [53] - Company KeLun Pharmaceutical's injectable Cefoperazone Sodium/Chloride Sodium injection received drug registration approval [54] Group 10 - Company LuXin Investment plans to transfer 10.06% of its stake in LuXin HuiJin for 203 million yuan, aiming to focus on its main business [56] - Company Western Gold plans to acquire 100% of Xinjiang MeiSheng for 1.655 billion yuan [58] - Company JinTou City Development intends to swap assets worth 5.862 billion yuan, changing its main business to urban centralized heating [60]

证券代码：300662 证券简称：科锐国际 公告编号：2025-033 北京科锐国际人力资源股份有限公司 关于预计与关联方日常关联交易的公告 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。 北京科锐国际人力资源股份有限公司（以下简称"公司"或"本公司"）于 2025 年 6 月 13 日召开第四届董事会第九次会议及第四届监事会第九次会议，审 议通过《关于预计与关联方日常关联交易的议案》，第四届独立董事专门委员会 2025 年第二次会议全体独立董事已审议通过该议案。根据《深圳证券交易所创 业板股票上市规则》等相关法规及《公司章程》等有关规定，上述事项无需提交 公司股东大会审议。现将具体情况公告如下： 一、日常关联交易基本情况 （一）日常关联交易概述 根据公司及子公司业务发展需要，公司控股子公司北京融睿诚通金融服务外 包有限公司（以下简称"融睿诚通"，转让方）拟将天津智锐人力资源有限公司 （以下简称"天津智锐"）55%的股权转让予天津天保人力资源股份有限公司(以 下简称"天保人力"，收购方)。转让完成后，公司通过融睿诚通持股 45%，天津 智锐将成为公司联营公司。 ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-031 北京科锐国际人力资源股份有限公司 第四届监事会第九次会议决议公告 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。 2、审议通过《关于预计与关联方日常关联交易的议案》 经审议，本次日常关联交易预计事项是基于公司及子公司实际经营的需要， 定价原则公允，不存在损害公司和中小股东利益的情形，对公司的独立性不构成 1 一、监事会会议召开情况 北京科锐国际人力资源股份有限公司（以下简称"公司"）第四届监事会第 九次会议（以下简称"会议"）于 2025 年 6 月 3 日以微信、书面方式通知全体监 事，会议于 2025 年 6 月 13 日上午 11:00 在公司会议室召开。会议以现场方式召 开，会议由监事会主席孙满娟女士召集并主持。本次会议应出席监事 3 名，实际 出席监事 3 名。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》 （以下简称"《公司法》"）等有关法律、法规及《北京科锐国际人力资源股份有 限公司章程》（以下简称"《公司章程》"）的有关规定，会议合法有效。 二、监事会会议审议情 ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-032 北京科锐国际人力资源股份有限公司 关于转让控股子公司部分股权的公告 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： 1、天津天保人力资源股份有限公司（以下简称"天保人力"）拟以现金 4,196 万元购买北京科锐国际人力资源股份有限公司（以下简称"公司"或"本公司"） 的控股子公司北京融睿诚通金融服务外包有限公司（以下简称"融睿诚通"）持 有的天津智锐人力资源有限公司（以下简称"标的公司""天津智锐"）55.00%股 权（以下简称"标的资产"）。 2、上述交易价格根据北京中和谊资产评估有限公司出具的（中和谊评报字 （2025）第 10066 号）《天津天保人力资源股份有限公司拟股权收购所涉及的天 津智锐人力资源有限公司股东全部权益价值项目评估报告》，经收益法评估，截 至评估基准日 2025 年 3 月 31 日，天津智锐人力资源有限公司股东全部权益价值 评估值为 7,645.30 万元，与账面所有者权益（股东权益）1,365.48 万元相比评 估增值 6,279.82 万元，增值 ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-030 北京科锐国际人力资源股份有限公司 第四届董事会第九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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 北京科锐国际人力资源股份有限公司（以下简称"公司"）第四届董事会第 九次会议（以下简称"会议"）于2025年6月3日以微信、钉钉方式通知全体董事， 会议于2025年6月13日上午9:30在公司会议室召开。会议以钉钉视频会议与现场 方式召开，会议由董事长高勇先生召集并主持。本次会议应出席董事7名，实际 出席董事7名。公司全体监事、高级管理人员列席了本次会议。本次会议的召集、 召开和表决程序符合《中华人民共和国公司法》等有关法律、法规及《北京科锐 国际人力资源股份有限公司章程》（以下简称"《公司章程》"）的有关规定， 会议合法有效。 二、 董事会会议审议情况 1. 审议通过《关于转让控股子公司部分股权的议案》 根据公司整体战略规划，结合公司经营区域布局情况，打造区域生态优势， 同时为优化资源配置，提高公司资产运营及使用效率，公司控股子公司北京融睿 诚通金融服 ...

Industry Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The report suggests that the years 2025-2026 are expected to mark the commercialization of AI Agents, driven by advancements in large model capabilities and the introduction of key players like OpenAI, Anthropic, Microsoft, and Google [2][3] - The total addressable market (TAM) for AI Agents is estimated at approximately 3.61 trillion yuan, with significant opportunities in vertical industries such as IT and finance [2][3] - AI Agents are projected to replace specific standardized roles in various sectors, with a focus on enhancing productivity and ROI for businesses [3][48] Summary by Sections Investment Rating - The report maintains a rating of "Outperform" for the industry [1] Market Potential - The total addressable market (TAM) for AI Agents is estimated at 3.61 trillion yuan, calculated based on total salary levels, replacement rates, and efficiency optimization [50][54] - The report highlights six core scenarios where AI Agents are expected to penetrate first, including coding, banking, human resources, legal, cybersecurity, and customer service [61][62] Key Industry Insights - AI Agents are anticipated to significantly impact the banking sector, with 54% of jobs having a high potential for automation, leading to an estimated TAM of 1774.32 billion yuan in this field [71][77] - In the coding sector, AI is expected to automate up to 99% of coding tasks by the end of 2025, with a TAM of approximately 4357.84 billion yuan [63][68] - The report emphasizes that AI Agents will first replace roles in high-salary, white-collar industries such as finance, IT, and law, where the ROI for AI implementation is more favorable [55][57] Company Recommendations - The report suggests monitoring companies involved in general office applications and enterprise SaaS, as well as those in vertical markets like banking, human resources, and cybersecurity [3][4]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Keri International, which closed at 27.1 yuan, down 3.73%, with a rolling PE ratio of 23.97 times and a total market value of 5.333 billion yuan [1][2] - Keri International ranks 15th in the professional services industry, which has an average PE ratio of 55.91 times and a median of 34.44 times [1][2] - As of the first quarter of 2025, 55 institutions hold shares in Keri International, including 49 funds, with a total holding of 110.6528 million shares valued at 3.829 billion yuan [1] Group 2 - Keri International specializes in providing comprehensive human resource service solutions, including high-end talent search, recruitment process outsourcing, flexible employment, and technical services [1] - The company has received several awards, including the Best Global Human Resource Service Provider Award for 2024 and recognition as one of the Top 100 Private Enterprises in Beijing [1] - In the latest financial report for the first quarter of 2025, Keri International achieved an operating income of 3.303 billion yuan, a year-on-year increase of 25.13%, and a net profit of 57.7839 million yuan, up 42.15%, with a gross profit margin of 5.52% [1]

Investment Rating - The report maintains an "Overweight" rating for the education sector and highlights potential opportunities in the new consumption market [1]. Core Insights - The report emphasizes the importance of high school education reform and recommends specific companies such as Tianli International Holdings and Xueda Education, while also suggesting attention to Kevin Education [5]. - It identifies key trends in AI and consumption, recommending companies like Connet Optical, Small Commodity City, and Core International [5]. - The report notes a strong performance in the retail sector during the 618 sales event, with significant growth in categories like apparel and beauty products [5]. - The report highlights the increasing trend of family-oriented travel during the Dragon Boat Festival, with nearly 90% of the top 50 scenic spots being family-friendly [5][6]. Industry Updates - The social service industry saw a 2.5% year-on-year increase in cross-regional personnel flow during the Dragon Boat Festival, with a total of 65.37 million people traveling [5]. - E-commerce platforms like Alibaba and JD.com reported over 30% growth in apparel and beauty categories during the 618 sales event [5]. - The report mentions the opening of the 100th store under the "Fat Donglai" model by Yonghui Supermarket, indicating a significant expansion in the retail sector [5]. Company Announcements - Three Gorges Tourism Group appointed a new general manager on June 3, 2025 [5]. - Guangzhou Restaurant announced a share buyback of 500,000 shares, representing 0.088% of its total share capital [5]. - China Youth Travel Service transferred 17.37% of its shares to its parent company, Everbright Group, without compensation [5].

Investment Rating - The report rates the social services industry as "Overweight" indicating a positive outlook for the sector [4]. Core Insights - The report highlights the resurgence of instant film photography, particularly the popularity of "Peel Apart" film and the new "Life Four Frames" photo booths, driven by nostalgia and unique consumer experiences [5][11]. - The scarcity of Peel Apart film, with global inventory dropping below 500,000 boxes, has led to a dramatic price increase, with prices soaring from around 65-70 RMB per pack to 2800-3300 RMB on second-hand platforms, earning it the nickname "Paper Moutai" [9][11]. - The "Life Four Frames" photo booths have modernized the traditional photo booth experience, offering various backgrounds and instant photo printing, appealing to younger consumers [11][12]. Summary by Sections 1. New Trends in Photography - Peel Apart film has gained immense popularity due to its unique aesthetic and the limited availability of products from major manufacturers like Polaroid and Fujifilm, which have ceased production [8][9]. - The "Life Four Frames" photo booths have evolved from traditional photo booths, providing a more interactive and customizable experience for users [11]. 2. Market Performance Review - The social services sector saw a 2.09% increase in its index from June 2 to June 6, outperforming the broader market [13]. - Key stocks in the social services sector, such as ST United and Jinling Hotel, experienced significant gains, with increases of 21.46% and 11.87% respectively [18]. 3. Company Announcements - Companies in the retail and social services sectors are actively engaging in stock buybacks and shareholder reduction plans, indicating a focus on enhancing shareholder value [26][27]. 4. Industry Developments - The report notes significant developments in the social services industry, including record passenger numbers during the Dragon Boat Festival, showcasing a recovery in travel and tourism [30]. - The introduction of new technologies and partnerships, such as the investment in Acai Travel by Amadeus, reflects ongoing innovation within the industry [30]. 5. Valuation of Key Companies - The report provides a detailed valuation of key companies in the human resources, tourism, and hotel sectors, indicating a favorable outlook for these industries as they recover from previous downturns [32][33].