Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first half of 2025 was 603 million yuan, representing a year-on-year decrease of 20.36% [1] - The net profit attributable to shareholders was 17.96 million yuan, down 56.50% compared to the previous year [1] - Basic earnings per share were 0.21 yuan, reflecting a decline of 55.32% year-on-year [1] Dividend Policy - The company announced plans not to distribute cash dividends, issue bonus shares, or increase capital through reserves [1]

Financial Performance - The company's operating revenue for the first half of 2025 was ¥602,755,882.83, a decrease of 20.36% compared to ¥756,893,966.77 in the same period last year[23]. - The net profit attributable to shareholders for the first half of 2025 was ¥17,958,718.72, down 56.50% from ¥41,283,253.21 in the previous year[23]. - Basic earnings per share decreased by 55.32% to ¥0.21 from ¥0.47 in the same period last year[23]. - The company's operating revenue for the current period is ¥602,755,882.83, a decrease of 20.36% compared to ¥756,893,966.77 in the same period last year, primarily due to a decline in sales of computing equipment integration business[65]. - Net profit attributable to shareholders was 17.96 million yuan, down 56.50% year-on-year[42]. - The company reported a total comprehensive income of ¥19,600,915.01 for the first half of 2025, compared to ¥41,157,354.56 in the first half of 2024[171]. - The company incurred financial expenses of ¥2,613,654.67 in the first half of 2025, significantly higher than ¥822,550.74 in the first half of 2024[173]. Cash Flow and Assets - The net cash flow from operating activities improved to -¥92,787,212.94, a 14.04% increase compared to -¥107,941,405.36 in the same period last year[23]. - Cash and cash equivalents decreased to 38,533.59 million, representing 19.01% of total assets, down from 24.04% due to repayment of maturing loans[74]. - Accounts receivable increased to 71,428.52 million, making up 35.25% of total assets, up from 29.73%, attributed to delayed collection[74]. - Total assets at the end of the reporting period were ¥2,026,569,498.00, reflecting a 2.95% increase from ¥1,968,423,915.62 at the end of the previous year[23]. - The total cash and cash equivalents at the end of the period stood at ¥63,794,123.23, down from ¥72,376,552.40 at the end of the previous year[178]. Revenue Breakdown - Revenue from computing equipment integration sales was 234.07 million yuan, accounting for 38.83% of total revenue[42]. - Revenue from comprehensive computing infrastructure services was 329.94 million yuan, making up 54.74% of total revenue[42]. - Revenue from digital value-added solution services was 38.75 million yuan, representing 6.43% of total revenue[42]. Market and Industry Outlook - The AI server market in China is projected to reach $19 billion in 2024, growing to $25.9 billion in 2025, with a year-on-year growth rate of 36.2%[43]. - The Southeast Asian digital trade market is expected to reach $263 billion by 2024, with a 15% growth rate, driving demand for computing resources[51]. - The company faces macroeconomic risks and intensified industry competition, which investors should be aware of[4]. Research and Development - Research and development investment decreased by 8.99% to ¥12,288,999.85 from ¥13,503,134.41, indicating stable R&D spending compared to the previous year[66]. - The company plans to increase R&D investment to match technological innovation demands and strengthen its R&D team through external recruitment and internal training[106]. Corporate Governance and Compliance - The company plans to strictly adhere to regulatory requirements and enhance its corporate governance structure to manage the risks associated with business expansion[107]. - The company’s half-year financial report has not been audited, and a qualified audit opinion was issued for the 2024 annual financial statements[122]. Shareholder Information - The total number of shares is 86,775,675, with 32.11% (27,863,933 shares) being limited sale shares and 67.89% (58,911,742 shares) being unrestricted sale shares[149]. - The largest shareholder, Xu Jiang, holds 37.56% of the shares, totaling 32,596,478 shares, with 24,447,358 shares under limited sale conditions[151]. - The company has not reported any changes in the approval status of share changes or the implementation progress of share repurchases[149]. Legal Matters - The company is involved in a significant lawsuit with Beijing Dehou Yuntong Investment Co., with a disputed amount of 10 million yuan, which is currently in court proceedings[124]. - The company has reported a total of 2,141.81 million yuan in a successful first-instance ruling against Beijing Yingxiang Dongfang Technology Co., with no expected liabilities[125].

Group 1 - The core business of the company includes sales of computing, storage, and networking equipment to government and enterprise clients, IT operation services, and digital transformation solutions [2] - As of August 8, the number of shareholders of the company is 18,100, a decrease of 2.48% from the previous period, with an average of 3,250 circulating shares per person, an increase of 2.54% [2] - For the first quarter of 2025, the company reported revenue of 284 million yuan, a year-on-year decrease of 23.59%, and a net profit attributable to the parent company of 17.12 million yuan, a decrease of 24.57% [2] Group 2 - The company has distributed a total of 145 million yuan in dividends since its A-share listing, with 44.52 million yuan distributed in the last three years [3] - As of March 31, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 391,300 shares as a new shareholder [3] Group 3 - On August 25, the company's stock price increased by 0.31%, with a trading volume of 576 million yuan [1] - The financing buy-in amount on August 25 was 68.99 million yuan, with a net financing buy-in of 26.28 million yuan, and the total financing and securities balance reached 202 million yuan [1] - The financing balance accounts for 3.41% of the circulating market value, which is above the 60th percentile level over the past year, indicating a relatively high position [1]

Group 1 - The latest stock price of Yacon Co., Ltd. is 66.36 yuan, with an increase of 0.06 yuan compared to the previous trading day [1] - The stock experienced a rapid rebound, with a rise of over 2% within 5 minutes, reaching a high of 67.70 yuan [1] - The trading volume for the day was 61,648 hands, with a transaction amount of 404 million yuan [1] Group 2 - Yacon Co., Ltd. operates in the internet services and cloud computing sector, focusing on information technology services [1] - The company's business scope includes software development and system integration [1] - On the day of reporting, the net inflow of main funds was 11.52 million yuan, with a cumulative net inflow of 9.93 million yuan over the past five days [1] Group 3 - Market trading was active, with buy and sell quotes concentrated in the range of 66.62 yuan to 66.81 yuan [1]

Market Overview - The Shanghai Composite Index closed at 3740.50 points, above the six-month moving average, with an increase of 1.18% [1] - The total trading volume of A-shares reached 17,467.28 million yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 187 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Jingsai Technology (27.02%) - Haidaer (25.37%) - Huazhi Shumedia (16.28%) [1] Stocks with Smaller Deviation Rates - Stocks that have just crossed the six-month moving average with smaller deviation rates include: - Tianfang Biao - Anning Co. - Tianwei Foods [1] Performance of Selected Stocks - Jingsai Technology: Today's increase of 29.98%, turnover rate of 23.53%, six-month average price of 36.65 yuan, latest price of 46.56 yuan [1] - Haidaer: Today's increase of 30.00%, turnover rate of 24.95%, six-month average price of 47.67 yuan, latest price of 59.76 yuan [1] - Huazhi Shumedia: Today's increase of 20.02%, turnover rate of 8.50%, six-month average price of 9.95 yuan, latest price of 11.57 yuan [1]

Core Viewpoint - Yacon Co., Ltd. announced that some of its bank accounts have been unfrozen following inquiries made to the bank [2] Group 1 - The announcement was made on the evening of August 15 [2] - The company has been actively seeking information regarding the status of its bank accounts [2]

证券代码：301085 证券简称：亚康股份 公告编号：2025-069 由于公司与中建材信息技术股份有限公司（以下简称"中建信息"）的买卖 合同纠纷事宜，因中建信息申请财产保全导致公司的部分银行账户被冻结。公司 积极与中建信息展开沟通协商，以妥善处理相关纠纷，双方已和解。截至本公告 披露日，公司的宁波银行股份有限公司北京东城支行银行账户已解除冻结，恢复 正常使用，除公司名下上海浦东发展银行北京中关村支行银行账户、杭州银行股 份有限公司北京中关村支行银行账户外，公司不存在被冻结的其他银行账户。 二、对公司的影响 公司本次银行账户被冻结期间，日常经营活动均正常开展，并未受到重大影 响。公司资金较为充裕，目前仍存续的银行账户冻结情况不会对公司日常经营业 务造成不利影响，公司将持续推进妥善处理有关合同纠纷，维护公司及全体股东 的合法权益。 三、风险提示 公司将密切关注有关事项的后续进展情况，公司信息披露媒体为《中国证券 报》《证券时报》《证券日报》《上海证券报》《经济参考报》及巨潮资讯网 （www.cninfo.com.cn），公司发布的信息均以在上述媒体披露的信息为准，敬请 广大投资者注意投资风险。 特此公告。 北 ...

证券日报网讯亚康股份（301085）8月12日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司股东总户数为18124户。 ...

Core Insights - The report highlights that as of July 29, 2024, there are 5,817 listed companies in the A-share market, with a total of 1,144 secretaries earning over 1 million yuan, accounting for over 21% of the total [1] - The total remuneration for A-share secretaries reached 4.086 billion yuan in the previous year, with an average salary of 754,300 yuan [1] Industry Overview - In the IT services sector, there are 153 listed companies, with an average secretary salary of 699,200 yuan, ranking 68th among 125 secondary industries [1] - The average salary for IT services secretaries decreased by 43,900 yuan compared to the previous year, ranking 105th in salary growth among 125 primary industries [1] Salary Distribution - Among the 153 secretaries in the IT services sector, 61 earn between 0-500,000 yuan, and 67 earn between 500,000-1 million yuan, indicating that over 80% earn below 1 million yuan [1] - The highest-paid secretary in the IT services sector is Zhou Liping from Wangsu Technology, with a salary of 3.8818 million yuan, significantly higher than others [1] - The lowest-paid secretary among those in office for the entire year is Wang Leibing from Guozi Software, with a salary of 230,400 yuan [1] Age and Education Insights - The age distribution of secretaries ranges from 30 to 60 years, with a central age range of 36-44 years, comprising 83 individuals, over 50% of the total [3] - The highest average salary is found in the 48-year age group, at 1.3083 million yuan, largely driven by Zhou Liping's high salary [3] - The oldest secretary is Chen Fuxing from China Software, aged 60, while the youngest is Zhang Tiejian from Hongjing Technology, aged 30 [5] - Among the secretaries, 83 hold a master's degree, and 59 hold a bachelor's degree, with a total of 142 individuals (over 90%) having at least a bachelor's degree [5] Salary and Stock Performance Relationship - An analysis of secretary salaries in the IT services sector shows a negative correlation with stock price performance, with stock price changes of 8.91%, 3.02%, and -3.37% corresponding to salary ranges of 0-1.5 million yuan [7]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 其中，年龄最大的董秘为中国软件陈复兴，今年60岁，于2004年3月开始担任公司董秘。其次是东华软 件林文平，今年58岁，于2023年6月开始担任公司董秘。IT服务行业年龄最小的董秘为宏景科技的张铁 舰，今年30岁，于2024年11月开始任职。 从学历角度来看，除去1位学历信息缺失的董秘之外，其余152位董秘中硕士学历最多，为83位，其次是 本科学历，为59位，合计142位，占比超九成。值得注意的是，唯一一位高中学历董秘为亚康股份曹 伟，2024年薪酬为66.73万元，仅比本科学历董秘平均薪酬低1.76万元。 关于IT服务行业董秘薪酬与股价表现间的关系，我们选取0-150万元共三个薪酬段的数据进行考察。 可见，随着董秘薪酬逐渐提升，去年调研家数显著提升，分别为30次、46次、120次，而上市公司的股 价表现则与董秘薪酬呈现显著的负相关，对应股价年涨跌幅分别为8.91%、3.02%、-3.37%，或说明IT 服务行业上市公司董秘制度的有效性仍有提升空间。 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与 ...