格隆汇9月8日丨亚康股份(301085.SZ)公布股东询价转让计划书，本次拟参与公司首次公开发行前股东 询价转让的股东为徐江先生(以下称"出让方")。出让方拟转让股份的总数为260万股，占公司总股本的 比例为3.00%；占剔除公司回购专用账户中的股份数量后总股本的比例为3.02%。 ...

亚康股份(301085.SZ)公告称，公司股东徐江计划通过询价转让方式转让260万股股份，占公司总股本的 3.00%，占剔除公司回购专用账户后的总股本的3.02%。转让原因为将扣除相关税费后的资金净额专项 用于解除因北京德厚云通投资有限公司申请而被司法冻结的公司银行账户内的资金冻结。转让价格下限 不低于发送认购邀请书之日前20个交易日公司股票交易均价的70%。受让方为具备相应定价能力和风险 承受能力的机构投资者。 ...

证券代码：301085 证券简称：亚康股份 公告编号：2025-075 北京亚康万玮信息技术股份有限公司 股东询价转让计划书 公司股东徐江保证向本公司提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 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。 重要内容提示： 1、本次拟参与北京亚康万玮信息技术股份有限公司（以下简称"公司"） 首次公开发行前（以下简称"首发前"）股东询价转让（以下简称"本次询价转 让"）的股东为徐江先生（以下称"出让方"）。 2、出让方拟转让股份的总数为 2,600,000 股，占公司总股本的比例为 3.00%； 占剔除公司回购专用账户中的股份数量后总股本的比例为 3.02%。 （二）关于出让方是否为公司控股股东、实际控制人、持股 5%以上的股东、 董事及高级管理人员 本次询价转让出让方徐江先生系公司控股股东、实际控制人，并担任公司董 事长，持有公司股份比例超过 5%。 3、本次询价转让为非公开转让，不通过集中竞价交易方式或大宗交易方式 进行，不属于通过二级市场减持。受让方通过询价转让受让的股份，在受让后 ...

相关资格的核查意见 中国国际金融股份有限公司（以下简称"中金公司"）受北京亚康万玮信息技术 股份有限公司（以下简称"亚康股份"）股东徐江（以下称"出让方"）委托，组织 实施本次亚康股份股东向特定机构投资者询价转让（以下简称"本次询价转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票上市 规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号——股东及 董事、高级管理人员减持股份（2025 年修订）》《深圳证券交易所上市公司自律监管 指引第 16 号——创业板上市公司股东询价和配售方式转让股份（2025 年修订）》 （以下简称"《指引第 16 号》"）等相关规定，中金公司对参与本次询价出让方的相 关资格进行了核查。 本次询价转让的委托情况、出让方相关资格的核查情况及核查意见如下： 一、本次询价转让的委托 中国国际金融股份有限公司 关于北京亚康万玮信息技术股份有限公司 股东向特定机构投资者询价转让股份 中金公司已收到出让方关于本次询价转让的委托，委托中金公司组织实施本次询 价转让。 二、关于参与本次询价转让股东相关资格的核查情况 （一）核查过程 根据相关法规要求，中 ...

| 事项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 1.信息披露 | 无 | 不适用 | | 2.公司内部制度的建立和执行 | 无 | 不适用 | | 3．"三会"运作 | 无 | 不适用 | | 4.控股股东及实际控制人变动 | 无 | 不适用 | | 5.募集资金存放及使用 | 无 | 不适用 | | 6.关联交易 | 无 | 不适用 | | 7.对外担保 | 无 | 不适用 | | 8.收购、出售资产 | 无 | 不适用 | | 9.其他业务类别重要事项（包 | 无 | 不适用 | 2 | 括对外投资、风险投资、委托 | | | | --- | --- | --- | | 理财、财务资助、套期保值等） | | | | 10．发行人或者其聘请的中介 | 无 | 不适用 | | 机构配合保荐工作的情况 | | | | 11.其他（包括经营环境、业务 发展、财务状况、管理状况、 | 无 | 不适用 | | 核心技术等方面的重大变化情 | | | | 况） | | | 国投证券股份有限公司关于北京亚康万玮信息技术股份有 限公司 2025 年半年度跟踪报告 | 保荐机构名称： ...

Core Viewpoint - The company, Beijing Yacon Wanruisi Information Technology Co., Ltd., has engaged in discussions with various institutions regarding its business performance, overseas development, and strategies to address recent challenges [1][2]. Group 1: Company Business and Performance - The company is a leading third-party service provider in the computing infrastructure sector, offering comprehensive services for computing parks and data centers [3]. - For the first half of 2025, the company reported a revenue of 602.76 million yuan, a year-on-year decrease of 20.36%. The net profit attributable to shareholders was 17.96 million yuan, down 56.50% year-on-year, while the net profit after deducting non-recurring gains and losses was 18.43 million yuan, reflecting a 55.04% decline year-on-year [3]. Group 2: Reasons for Performance Decline and Response Measures - The decline in performance is primarily attributed to impairment provisions for inventory and accounts receivable, with credit impairment losses of 1.40 million yuan and asset impairment losses of 28.72 million yuan [4]. - In response to overdue payments, the company has formed a specialized legal team to advance litigation, with some progress already made. Additionally, the company is prioritizing the management of inventory and plans to upgrade its management mechanisms [4]. Group 3: Overseas Business Development - The company is leveraging its full industry chain technology and operational experience to track the global expansion of leading enterprises, focusing on markets in Southeast Asia and utilizing its domestic experience to mitigate challenges in overseas projects [5]. Group 4: Operational Competitiveness - As market focus on resource utilization increases, the demand for operational maintenance of complex IT systems has risen. The company has extensive experience in the internet sector, allowing it to provide comprehensive services and establish standardized processes and emergency mechanisms to ensure facility operations [6]. Group 5: Future Investment Directions - The company is implementing a dual-driven strategy of "internal growth and strategic investment" to consolidate existing businesses, explore business integration opportunities, and selectively choose investment targets. This approach aims to expand industry margins and enhance development quality. Furthermore, the company plans to repurchase shares in 2024 for equity incentives and will advance related plans to establish a long-term incentive mechanism [7].

Group 1: Company Overview and Performance - The company is a leading third-party service provider in the computing infrastructure sector, offering comprehensive services for computing parks, data centers, and cloud computing vendors [2][3] - In the first half of 2025, the company reported revenue of CNY 602.76 million, a year-on-year decrease of 20.36%; net profit attributable to shareholders was CNY 17.96 million, down 56.50% [3] Group 2: Reasons for Performance Decline - The decline in performance is primarily due to impairment provisions for inventory and accounts receivable, including credit impairment losses of CNY 1.40 million and asset impairment losses of CNY 28.72 million [4] - The company has established a legal team to address overdue receivables and is actively pursuing legal actions to recover losses [4] Group 3: Overseas Business Development - The company is expanding its overseas market presence, particularly in Southeast Asia, leveraging its domestic operational experience to facilitate efficient project implementation [5][6] Group 4: Core Competitiveness in Operations - The company emphasizes the importance of operational efficiency and resource utilization, providing comprehensive services through a professional team and standardized operational processes [7] Group 5: Future Investment Directions - The company is implementing a dual-driven growth model focusing on internal growth and strategic investments, aiming to optimize its business structure and explore integration opportunities across various sectors [8] Group 6: Equity Incentive Progress - In 2024, the company repurchased 646,000 shares for equity incentive or employee stock ownership plans, aiming to attract and retain talent while aligning interests among shareholders, the company, and employees [9]

Core Viewpoint - The recent financial report of Yacon Co., Ltd. (301085) indicates a significant decline in revenue and net profit for the first half of 2025 compared to the previous year, raising concerns about the company's financial health and operational efficiency [1][3]. Financial Performance - Total revenue for the first half of 2025 was 603 million yuan, a decrease of 20.36% year-on-year [1]. - The net profit attributable to shareholders was 17.96 million yuan, down 56.5% year-on-year [1]. - In Q2 2025, total revenue was 319 million yuan, a decline of 17.25% year-on-year, with a net profit of 841 thousand yuan, down 95.48% year-on-year [1]. - The gross margin improved to 17.57%, an increase of 25.62% year-on-year, while the net margin fell to 2.93%, a decrease of 46.21% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 51.66 million yuan, representing 8.57% of revenue, an increase of 53.58% year-on-year [1]. Balance Sheet and Cash Flow - The company reported a significant accounts receivable issue, with accounts receivable amounting to 714 million yuan, which is 2597% of the latest annual net profit [1][3]. - Cash and cash equivalents increased to 385 million yuan, a rise of 102.47% year-on-year [1]. - The company has a negative operating cash flow per share of -1.07 yuan, although this represents a 14.04% improvement year-on-year [1]. Return on Investment and Business Model - The company's Return on Invested Capital (ROIC) for the previous year was 2.86%, indicating weak capital returns [3]. - The historical median ROIC since the company went public is 15.41%, suggesting that the current performance is below historical averages [3]. - The business model relies heavily on research and marketing, necessitating a deeper analysis of the underlying drivers of performance [3].

Summary of Key Points Core Viewpoint - Yacon Co., Ltd. (301085.SZ) released its semi-annual report for 2025, indicating a notable presence of institutional investors holding shares in the company, with a slight decline in their overall holding percentage compared to the previous quarter [1]. Institutional Holdings - As of August 27, 2025, five institutional investors disclosed their holdings in Yacon Co., with a total of 15.5966 million shares, representing 17.97% of the total share capital [1]. - The institutional investors include Haikou Xiangyuan Zhihong Venture Capital Partnership, Beijing Hengmao Yisheng Enterprise Management Consulting Center, Haikou Tianyou Yongfeng Venture Capital Partnership, Hong Kong Central Clearing Limited, and Beijing Yiyang Tianyi Enterprise Management Consulting Center [1]. - Compared to the previous quarter, the total institutional holding percentage decreased by 1.65 percentage points [1]. Foreign Investment - In terms of foreign investment, there was an increase in holdings from one foreign fund, specifically Hong Kong Central Clearing Limited, which raised its stake by 0.41% compared to the prior period [1].

证券代码：301085 证券简称：亚康股份 公告编号：2025-073 北京亚康万玮信息技术股份有限公司 关于开展融资租赁售后回租业务的公告 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。 北京亚康万玮信息技术股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开第三届董事会第四次会议，审议通过了《关于开展融资租赁售后回租 业务的议案》，现将相关事项公告如下： 一、交易概述 1、为进一步盘活存量资产，增加融资渠道，满足公司经营需求，公司将开 展融资租赁售后回租业务，使用部分资产采用售后回租等方式与浙江浙银金融租 赁股份有限公司（以下简称"浙银金租"）开展融资租赁业务，融资金额不超过 人民币 5,000 万元，在上述融资租赁售后回租业务额度内的租赁标的、租赁期限、 租金及支付方式等具体内容以签订的合同或协议为准。 3、成立日期：2017 年 01 月 18 日 4、注册地址：浙江省舟山经济开发区迎宾大道 111 号 23 层（自贸试验区内） 公司本次开展融资租赁售后回租业务需实际控制人徐江先生提供担保，其额 度在公司 2025 年度接受担保额度预 ...