21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 法国公司Mistral AI推出新模型Medium 3。法国AI初创公司Mistral AI宣布推出新模型Mistral Medium 3。据介绍，在各项基准测试中，该模型性能达到或超过Claude Sonnet 3.7的90%，而成本更低（每百万 token输入0.4美元/输出2美元）。定价方面，无论是API还是自部署系统，该模型都优于DeepSeek V3等 模型。 淘宝天猫与小红书达成战略合作。5月7日，淘宝天猫与小红书宣布签订战略合作，打造"红猫计划"。双 方共同新增小红书笔记下方"广告挂链"功能。加入试点的优质品牌在小红书投放种草笔记，可直接跳转 至淘宝APP。同时，小红书和淘宝天猫首次开放UD合作，新增效果广告模式，也可以帮助品牌商家实 现内容投放直接引流至淘宝天猫店铺/商品。淘宝天猫将在效果广告链路提供数字化能力的支持，助力 营销转化。 理想汽车CEO谈特斯拉FSD：基本功非常扎实。理想汽车官微发布对其CEO兼董事长李想的访谈实 录。李想在访谈中 ...

5月8日共有4家公司公布非公开发行预案。 贝肯能源拟向陈东非公开发行，拟发行数量不超过5400.00万股，发行价格为6.59元，预计募集资金3.56 亿元，募集资金主要用于用于补充流动资金及偿还债务。 艾比森拟向控股股东、实际控制人兼董事长丁彦辉先生非公开发行，拟发行数量不超过4615.38万股， 发行价格为7.80元，预计募集资金3.60亿元，募集资金主要用于用于补充流动资金。 软通动力拟向不超过35名投资者非公开发行，拟发行数量不超过2.86亿股，预计募集资金33.78亿元，募 集资金主要用于京津冀软通信创智造基地项目；AIPC智能制造基地项目；软通动力怀来智算中心(一期) 建设项目；计算机生产车间智能升级技术改造项目。 顾家家居拟向间接控股股东盈峰集团有限公司非公开发行，拟发行数量不超过1.04亿股，发行价格为 19.15元，预计募集资金19.97亿元，募集资金主要用于家居产品生产线智能化技改项目；功能铁架生产 线扩建项目；智能家居产品研发项目；AI及零售数字化转型项目；品牌建设数字化提升项目；补充流 动资金。 统计显示，4家公布定增预案的公司中，从近5日股价表现看，软通动力上涨10.94%，顾家家居上 ...

Key Points - The report highlights a selection of stocks for May, including companies such as SF Holding (顺丰控股) and Guizhou Moutai (贵州茅台) as part of the recommended investment portfolio [1] - The macroeconomic analysis discusses the implications of the US tariff policy, emphasizing that the long-term trade deficit is primarily due to the dollar's status as the world's reserve currency, which has led to structural economic issues in the US [2][4][5] - The tourism sector shows strong recovery during the May Day holiday, with domestic travel reaching 314 million trips, a year-on-year increase of 6.4%, and total spending of 180.27 billion yuan, up 8.0% [6][7][8] - The report on Zhongke Electric (中科电气) indicates significant growth in net profit, with a projected net profit of 303 million yuan for 2024, representing a 626.56% increase year-on-year, driven by the expansion of its negative electrode business [10][11]

Macro News - The People's Bank of China announced a reduction in the reserve requirement ratio by 0.5 percentage points and a decrease in policy interest rates by 0.1 percentage points, along with adjustments to structural monetary policy tools [3] - The National Financial Regulatory Administration plans to enhance the role of insurance funds as patient and long-term capital, introducing measures to support capital market stability and activity [3] - The China Securities Regulatory Commission (CSRC) is set to implement reforms for the Sci-Tech Innovation Board and the Growth Enterprise Market, and will revise the management measures for major asset restructuring of listed companies [3] Industry News - China's gold reserves reached 73.77 million ounces at the end of April, marking an increase of 70,000 ounces and continuing a six-month trend of gold accumulation [6] - The CSRC has issued an action plan to promote the high-quality development of public funds, which includes adjusting management fees and establishing a performance-based assessment system for fund managers [6] - Shanghai announced a reduction in personal housing provident fund loan rates, effective from May 8, 2025, with rates for first-time homebuyers set at 2.1% for loans under five years and 2.6% for loans over five years [6] Company News - Geely Automobile announced a proposal to privatize Zeekr at a price of $2.57 per share [9] - Kweichow Moutai reported a share buyback of 934,800 shares in April, with a total expenditure of 1.44 billion yuan [10] - BeiGene reported a net loss of 94.5 million yuan in the first quarter [10] - Qingdao Beer plans to acquire 100% equity of Jimo Huangjiu [10] - Hive Storage confirmed that its LPDDR4X and eMMC storage products are being used in the Go2 intelligent robotic dog developed by Yushu Technology [10]

Group 1 - The company plans to raise no more than 3.378 billion yuan through a private placement to fund various projects, including the Beijing-Tianjin-Hebei Soft Communication Innovation Manufacturing Base and the AIPC Intelligent Manufacturing Base [1][2] - The company aims to transform from a software and digital technology service provider to a full-stack intelligent product and innovation service provider, focusing on intelligent, autonomous, green, and international development goals [1][2] - The projects funded by the capital raise align with national industrial policies and industry development trends, indicating a strong market outlook and economic benefits [2] Group 2 - In the 2024 annual report, the company reported a revenue of 31.316 billion yuan, a year-on-year increase of 78.13%, driven by strategic mergers and the establishment of new business segments [3] - The software and digital technology service segment generated 18.121 billion yuan in revenue, while the computing products and intelligent electronics segment contributed 12.919 billion yuan, with significant growth in PC shipments [3] - The company's net profit attributable to shareholders decreased by 66.21% to 180 million yuan, primarily due to increased costs related to strategic mergers and organizational adjustments [3]

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company's performance meets expectations, with a total revenue of 31.316 billion yuan in 2024, reflecting a year-on-year growth of 78.1%. However, the net profit attributable to the parent company decreased by 66.2% to 180 million yuan due to various pressures from strategic acquisitions and integration costs [6][5] - The company is redefining itself as a full-stack intelligent product and service provider, with a robust growth in software and digital technology services, and significant contributions from hardware computing products and intelligent electronics [6][5] - The company is positioned as a core partner of Huawei, which is expected to drive future growth and profitability [6] Financial Data and Profit Forecast - Total revenue projections for 2025, 2026, and 2027 are 34.615 billion yuan, 38.788 billion yuan, and 43.865 billion yuan respectively, with expected growth rates of 10.5%, 12.1%, and 13.1% [5][12] - The net profit attributable to the parent company is forecasted to be 369 million yuan in 2025, 483 million yuan in 2026, and 646 million yuan in 2027, indicating a recovery from the previous year's losses [5][12] - The gross margin is expected to improve slightly from 12.9% in 2025 to 13.1% in 2027 [5] Business Segments - The software and digital technology services segment achieved a revenue of 181.2 billion yuan in 2024, with a year-on-year growth of 3.1%, supported by significant contributions from Huawei [6] - The hardware computing products and intelligent electronics segment contributed 129 billion yuan in revenue, with a gross margin of 5.5%, and notable growth in PC shipments [6] - Emerging business segments, including digital energy and intelligent computing services, generated 2.59 billion yuan in revenue, indicating potential for future growth [6] Adjustments in Profit Forecast - Adjustments were made to the revenue growth rates and gross margins for software technology services and digital infrastructure services, reflecting a more conservative outlook for the latter [7]

Group 1 - Company Softcom Power (SZ 301236) announced on May 7 that its board approved a private placement of shares to no more than 35 specific investors, in compliance with the China Securities Regulatory Commission's regulations [1] - The total number of shares to be issued will not exceed approximately 286 million shares, accounting for no more than 30% of the total share capital prior to the issuance [1] - The company aims to raise up to approximately RMB 3.378 billion, with funds allocated for several projects including the Beijing-Tianjin-Hebei Soft Communication Intelligent Manufacturing Base, AIPC Intelligent Manufacturing Base, and the Softcom Power Huailai Intelligent Computing Center [1] Group 2 - For the year 2024, Softcom Power's revenue composition is as follows: High-tech and manufacturing 32.33%, communication equipment 27.54%, internet services 20.73%, finance 11.33%, and others 8.03% [2] - As of the latest report, Softcom Power's market capitalization stands at RMB 57.4 billion [3]

软通动力（301236）公告，拟定增募资不超过33.78亿元，用于京津冀软通信创智造基地项目、AIPC智 能制造基地项目、软通动力怀来智算中心(一期)建设项目、计算机生产车间智能升级技术改造项目。 ...

证券代码：301236 证券简称：软通动力 软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票预案 二〇二五年五月 声 明 1、本公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不 存在虚假记载、误导性陈述或重大遗漏，并对本预案内容的真实性、准确性、 完整性承担个别和连带的法律责任。 2、本预案按照《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司证券发行注册管理办法》等要求编制。 3、本次向特定对象发行股票完成后，公司经营与收益的变化由公司自行负 责；因本次向特定对象发行股票引致的投资风险由投资者自行负责。 4、本预案是公司董事会对本次向特定对象发行股票的说明，任何与之相反 的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 6、本预案所述事项不代表审批机关对于本次向特定对象发行股票相关事项 的实质性判断、确认或批准，本预案所述本次向特定对象发行股票相关事项的 生效和完成尚待取得上市公司股东大会的审议通过和有关审批机关的批准或注 册。 3、本次发行的定价基准日为发行期首日。本次向特定对象发行股票的发行 价格不低于发 ...

软通动力信息技术（集团）股份有限公司（以下简称"公司"）于 2025 年 5 月 7 日召开了第二届董事会第十八次会议和第二届监事会第十七次会议，审议 通过了公司 2025 年度向特定对象发行股票的相关议案。《软通动力信息技术（集 团）股份有限公司 2025 年度向特定对象发行股票预案》及相关文件已于同日在 符合条件的信息披露网站巨潮资讯网（www.cninfo.com.cn）上披露，敬请投资者 注意查阅。 公司向特定对象发行股票预案的披露事项不代表审批机关对本次发行股票 相关事项的实质性判断、确认或批准。上述预案所述本次向特定对象发行股票相 关事项的生效和完成尚需公司股东大会审议通过、深圳证券交易所审核通过，并 经中国证券监督管理委员会作出同意注册决定后方可实施，敬请广大投资者注意 投资风险。 特此公告。 证券代码：301236 证券简称：软通动力 公告编号：2025-044 软通动力信息技术（集团）股份有限公司 关于2025年度向特定对象发行股票预案披露的提示性公告 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。 软通动力信息技术（集团）股份有限公司 董 ...