Group 1: Major Projects Review and Outlook - The "14th Five-Year Plan" has established 102 major projects as key measures to stabilize the economy, and the "15th Five-Year Plan" is expected to continue focusing on five categories: livelihood, technology + industry, infrastructure, ecological construction, and safety engineering [3] - New projects during the "15th Five-Year Plan" will particularly emphasize water conservancy infrastructure, technology integration, and urban renewal [3] Group 2: Convertible Bond Market Analysis - As of September 12, 2025, the pricing deviation indicator for the convertible bond market is at 5.27%, which is at the 99.3 percentile level since 2018, indicating high volatility in valuations [4] - The report suggests that investors aiming for absolute returns should consider reducing their positions in equity-linked convertible bonds to mitigate potential market downturns [4] Group 3: Company Analysis - Core International - Core International (300662.SZ) is a leading enterprise in the human services industry, with a focus on AI and international expansion as new growth points [5] - The company has established a comprehensive ecosystem through technology investment, including its own AI model and the industrial interconnection platform "He Wa," covering recruitment, flexible employment, and other services [5] - Revenue projections for Core International are estimated at 15.09 billion, 18.93 billion, and 22.82 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 300 million, 370 million, and 430 million yuan [5]

Group 1 - The core point of the article is that as of September 10, 2025, the total number of shareholders for the company is 12,839 [2]

Group 1 - The core viewpoint of the article highlights that the company, Keri International, is leveraging a "technology + platform + service" business model to enhance its digital and offline service capabilities, aligning with national employment stabilization policies [2] Group 2 - The company is actively collaborating with industry partners to strengthen its service offerings and support the development of a high-quality employment service system [2]

科锐国际回复：尊敬的投资者，您好！公司通过"技术+平台+服务"的经营模式，聚合行业伙伴，持续 强化数字化与线下服务的协同能力，积极响应国家稳就业政策，为构建高质量就业服务体系提供支撑。 感谢您对公司的关注。 投资者提问：请问，人社部推动试点地区建设"家门口"就业服务站，并且政策强调"推行大数据+铁脚板 服务模式！对此公司有何战略部署呢？ 证券之星消息，科锐国际(300662)09月15日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The core challenge for companies in the AI era is not just technology but the alignment of talent strategy with business strategy [3][8] - AI job demand has doubled year-on-year, with only 20% of the required talent being suitable for the roles [2][8] - Companies need to shift from "buying talent" to "creating talent" by focusing on internal training and development [3][10] Group 2 - A successful case was shared where a traditional manufacturing company built a complete talent system by identifying internal potential and providing targeted training [3][10] - AI-native companies may struggle to attract talent if their organizational structure is not well-defined, highlighting the importance of matching talent with company needs [3][12] - The younger generation of AI entrepreneurs values practical skills and hands-on experience over traditional qualifications [4][14] Group 3 - Companies must create an agile talent ecosystem that combines full-time employees, outsourced consultants, and digital workers [15] - The importance of aligning talent with strategic goals is emphasized, as many CEOs are dissatisfied with the pace of AI implementation [13][14] - The future of talent acquisition will require a dynamic approach, continuously tracking and adapting to the needs of the organization [14][15]

Core Insights - The report indicates a divergence in performance within the social services sector, with leading companies outperforming their peers [5][7] - The overall revenue for the service consumption sector increased by 1.4% year-on-year in 1H2025, reaching 134% of 2019 levels, while profits declined by 11.5%, recovering to 79% of 2019 levels [12][15] - Key segments such as K12 education, human resources, and scenic areas showed both revenue and profit growth, while hotels, restaurants, tourism retail, and higher education faced challenges [12][13] Social Services Overview - In 1H2025, K12 training and human resources sectors saw revenue growth of 14.4% and 10.7%, respectively, with net profits increasing by 39.5% and 49.8% [12][15] - Scenic areas also reported growth, with revenues up by 3.9% and net profits by 2.4% [15] - Conversely, the hotel sector experienced a revenue decline of 4.5% and a significant profit drop of 40.6% [13][15] Travel Services - The hotel industry remains under pressure, with leading hotels like Huazhu Group and Shoulv Hotel showing resilience despite a decline in RevPAR [16][19] - In 1H2025, leading hotels continued to expand, with Huazhu adding 990 new hotels [16][18] - OTA companies benefited from overall travel demand, with significant growth in overseas business [7][24] Scenic Areas and OTA - Domestic tourism numbers surpassed pre-pandemic levels, with a 20.6% increase in travel volume in 1H2025 [24] - Scenic area performance varied, with Xiangyuan Cultural Tourism and Jiuhua Tourism showing strong growth, while Changbai Mountain faced challenges due to weather [29] - The average ticket price for domestic travel has not fully recovered, remaining at 95% of 2019 levels [24] Professional Services - The human resources sector is experiencing a mild recovery, with companies like Keri International and BOSS Zhipin performing well [7][16] - The education sector, particularly K12 training, continues to thrive, with a focus on AI applications enhancing efficiency [7][16] - The exhibition industry is awaiting macroeconomic improvements to boost performance [7][16] Restaurant and Tea Beverage Sector - The restaurant industry is under pressure, with same-store sales declining, while budget-friendly dining options are showing resilience [7][12] - The tea beverage sector is expanding, with leading brands like Mixue and Gu Ming performing exceptionally well [7][12]

北京国枫律师事务所 关于北京科锐国际人力资源股份有限公司 2025 年第一次临时股东会的 法律意见书 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 国枫律股字[2025]A0439 号 致：北京科锐国际人力资源股份有限公司（贵公司） 北京国枫律师事务所（以下简称"本所"）接受贵公司的委托，指派律师出席并见 证贵公司 2025 年第一次临时股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《律师事务所从事证券法律业务管理 办法》（以下简称"《证券法律业务管理办法》"）、《律师事务所证券法律业务执业 规则（试行）》（以下简称"《证券法律业务执业规则》"）等相关法律、行政法规、 规章、规范性文件及《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》"）的规定，就本次会议的召集与召开程序、召集人资格、出席会议人员资格、 会议表决程序及表决结果等事宜，出具本法律意见书。 对本法律意见书的出具 ...

证券代码：300662 证券简称：科锐国际 公告编号：2025-050 北京科锐国际人力资源股份有限公司 2025 年第一次临时股东会决议公告 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、本次股东会未出现否决议案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议； 3、本次会议采取现场会议投票与网络投票相结合的方式召开。 一、会议召开和出席情况 会议召开方式：2025 年 8 月 28 日，公司董事会以公告方式向全体股东发出 召开 2025 年第一次临时股东会的会议通知。本次会议以现场投票与网络投票相结 合的方式召开。 现场会议时间：2025 年 9 月 12 日（星期五）下午 14：30。 网络投票时间： ①深圳证券交易所（以下简称"深交所"）交易系统网络投票时间：2025 年 9 月 12 日 9:15 至 9:25，9:30 至 11:30，13:00 至 15:00。 ②深交所互联网投票系统（http://wltp.cninfo.com.cn）投票时间：2025 年 9 月 12 日 9:15 至 15:00 期间的任意时间。 ...

截至8月29日，科锐国际股东户数1.31万，较上期增加2.88%；人均流通股15032股，较上期减少2.80%。 2025年1月-6月，科锐国际实现营业收入70.75亿元，同比增长27.67%；归母净利润1.27亿元，同比增长 46.96%。 分红方面，科锐国际A股上市后累计派现1.99亿元。近三年，累计派现7025.99万元。 机构持仓方面，截止2025年6月30日，科锐国际十大流通股东中，兴全商业模式混合(LOF)A（163415） 位居第三大流通股东，持股593.38万股，相比上期增加64.26万股。兴全合润混合A（163406）位居第六 大流通股东，持股561.87万股，相比上期增加157.94万股。广发电子信息传媒股票A（005310）位居第 七大流通股东，持股389.27万股，为新进股东。兴全新视野定期开放混合型发起式（001511）位居第九 大流通股东，持股360.40万股，相比上期增加42.31万股。兴全合宜混合A（163417）位居第十大流通股 东，持股327.25万股，相比上期增加78.79万股。 资金流向方面，主力资金净流出775.22万元，特大单买入298.97万元，占比2.04%，卖 ...

Market Overview - The professional services sector experienced a decline of 0.14% on September 10, with Core International leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Notable gainers in the professional services sector included: - Zero Point Data: closed at 46.51, up 4.33% with a trading volume of 24,200 shares and a turnover of 111 million yuan [1] - Blue Similar Instrument: closed at 16.24, up 2.65% with a trading volume of 53,200 shares and a turnover of 85.62 million yuan [1] - Fengshang Culture: closed at 28.63, up 1.13% with a trading volume of 31,000 shares and a turnover of 88.34 million yuan [1] - Core International saw a significant decline, closing at 29.68, down 2.62% with a trading volume of 73,700 shares and a turnover of 216 million yuan [2] Capital Flow - The professional services sector saw a net outflow of 143 million yuan from institutional investors, while retail investors experienced a net inflow of 82.84 million yuan [2] - Notable capital flows included: - Fengshang Culture: net inflow of 9.30 million yuan from institutional investors [3] - Zero Point Data: net inflow of 3.83 million yuan from institutional investors [3] - Core International: net outflow of 1.20 million yuan from retail investors [3]