Group 1: Company Initiatives - The smart feeding experiment for sea bass, led by Zhuhai Osenes Sensor Technology Co., aims to enhance precision and intelligence in aquaculture through IoT, AI, and big data technologies [1] - Osenes has launched a smart aquaculture information system that serves as the "data brain" for the experiment, enabling centralized, digital, and intelligent management of fish farming [1] - The system allows real-time monitoring of various water quality parameters and supports automated feeding strategies, enhancing decision-making and production efficiency for farmers [1] Group 2: Company Background - Osenes, established in 2015, is located in the Hengqin Guangdong-Macao Deep Cooperation Zone and focuses on high-end testing equipment for sectors like consumer electronics and agriculture [2] - The company has developed core products such as multifunctional integrated boards and high-speed chip testing equipment, which are widely used in production lines [2] Group 3: Market Developments - DataStory, since establishing its headquarters in Hengqin, has expanded its overseas business and built data centers, creating an "AI + big data cross-border e-commerce product selection center" [3] - The company offers a full-service chain from product selection to marketing and content production, leveraging both online and offline platforms [3] Group 4: Healthcare Innovations - A successful surgery using a puncture robot developed by True Health (Guangdong Hengqin) Medical Technology Co. marked a significant advancement in precision diagnosis for lung diseases [3] - The robot-assisted procedure was completed in 15 minutes with no complications, showcasing the potential for improved patient outcomes [3] Group 5: New Product Launches - Macau Beta International has launched a new series of beta acid products aimed at improving brain health, utilizing advanced synthetic biology technology [4] - The products focus on enhancing concentration, cognitive function, sleep regulation, and brain relaxation [4] Group 6: Financial Developments - As of July 2025, the Hengqin Guangdong-Macao Deep Cooperation Zone has opened over 70,000 digital RMB wallets, with nearly 1,800 stores participating and a total circulation amount of 1.8 billion RMB [6] - The zone has also facilitated the establishment of numerous green finance projects, contributing to low-carbon transformation efforts [6]

证券代码：301236 证券简称：软通动力 公告编号：2025-080 软通动力信息技术（集团）股份有限公司 刘天文先生保证向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。 关于股东股份质押的公告 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。 软通动力信息技术（集团）股份有限公司（以下简称"公司"）于近日接到股 东刘天文先生函告，获悉其质押了持有的公司部分股份，具体事项如下： 一、股东股份质押基本情况 （一）本次股份质押基本情况 | 股东 名称 | 是否为控股股东 或第一大股东及 | 本次质押数 量（股） | 占其所持 股份比例 | 占公司总 股本比例 | 是否为限 售股 | 是否为补 充质押 | 质押起始日 | | 质押到期日 | 质权人 | 质押 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | | | | | 刘天文 | 是 | 11,000,000 | 4.86% ...

Core Insights - The 2025 BRICS New Industrial Revolution Exhibition concluded in Xiamen, showcasing the technological innovations and trade engineering achievements of companies like China General Technology Group and Softline Technology, aiming to capture opportunities in BRICS and partner countries [1][2]. Group 1: China General Technology Group - As a key player in the BRICS Business Council, China General Technology Group is actively involved in BRICS cooperation, leveraging its extensive experience to lead initiatives [2]. - The company is developing the BRICS Innovation Base Headquarters project in Xiamen, which will serve as a physical platform for trade and technology collaboration among BRICS+ countries [2]. - China General Technology Group has initiated numerous infrastructure, energy, and international capacity cooperation projects in BRICS member and partner countries, facilitating the internationalization of Chinese standards and products [2]. Group 2: Softline Technology - Softline Technology is expanding its market presence in BRICS+ countries, aiming to become a globally influential technology enterprise [5]. - The company serves over 2,600 domestic and international clients across more than 10 key industries, including over 230 Fortune 500 companies [5]. - Softline's international strategy focuses on empowering Chinese enterprises to expand globally and driving digital upgrades for overseas clients, with plans for significant progress in overseas business this year [5]. Group 3: Exhibition Impact - The exhibition provided a platform for companies like China General Technology Group and Softline Technology to engage with BRICS+ nations, fostering collaboration on industrial policy coordination and project cooperation [5][6]. - The ongoing BRICS cooperation is expected to enhance mutual benefits and development among participating countries, driven by technology and trade [6].

（一）本次股份解除质押基本情况 | 股东名称 | 是否为控股股东或 第一大股东及其一 | 本次解除质 押数量（股） | 占其所持股 份比例 | 占公司总 股本比例 | 质押起始日 | | 解除质押日 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | | | | | | 刘天文 | 是 | 19,500,000 | 8.61% | 2.05% | 2024 年 9 | 月 | 2025 年 | 9 月 | 中原信托有限 | | | | | | | 2 日 | | 16 日 | | 公司 | （二）股东股份累计质押情况 证券代码：301236 证券简称：软通动力 公告编号：2025-079 软通动力信息技术（集团）股份有限公司 关于股东部分股份解除质押的公告 刘天文先生保证向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（ ...

Core Insights - The software service index has shown a slight increase, with notable gains in specific stocks such as Kingsoft Office and Tuowei Information, indicating a positive trend in the software sector [1][3]. Market Performance - The software ETF experienced a turnover of 4.37% with a transaction volume of 196 million yuan, and it has the highest average daily transaction volume of 583 million yuan over the past month among comparable funds [3]. - The software ETF has seen a significant growth of 1.543 billion yuan in scale over the past three months, leading in new scale among comparable funds [3]. - The ETF's net value has increased by 21.34% over the past three years, with the highest single-month return reaching 39.35% since its inception [3]. Industry Trends - The value in the computer and software development industry is currently concentrated among upstream core technology suppliers, which enjoy high bargaining power and profit margins due to technological barriers [4]. - As technology advances and production scales up, hardware costs are expected to decline, shifting industry value towards software and services, with intelligent algorithms and continuous services becoming key growth areas [4]. - Future business models are anticipated to evolve from hardware-centric to an integrated model of "hardware + software + ecosystem services," maximizing value and profit through software platforms and ecosystems [4]. Key Stocks - The top ten weighted stocks in the software service index account for 62.05% of the index, with notable companies including iFlytek, Kingsoft Office, and Tonghuashun [4][6]. - The performance of key stocks includes iFlytek at 0.79%, Kingsoft Office at 1.47%, and Tuowei Information at 1.27%, indicating a mixed performance among the top players [6].

Core Viewpoint - Softcom Power's stock price has shown fluctuations, with a recent increase of 2.15% and a total market capitalization of 54.422 billion yuan as of September 16. The company has experienced a year-to-date decline of 2.56% but a recent five-day increase of 7.19% [1] Company Overview - Softcom Power Information Technology (Group) Co., Ltd. was established on November 4, 2005, and listed on March 15, 2022. The company is located in Haidian District, Beijing, and provides digital innovation services, general technology services, and digital operation services across various industries including telecommunications, internet services, fintech, and high-tech manufacturing [1] - The company's revenue composition includes software and digital technology services (56.52%), computing products and smart electronics (42.81%), digital energy and intelligent computing services (0.61%), and others (0.06%) [1] Financial Performance - For the first half of 2025, Softcom Power achieved operating revenue of 15.781 billion yuan, representing a year-on-year growth of 25.99%. The net profit attributable to shareholders was -143 million yuan, showing a year-on-year increase of 7.60% [2] - Since its A-share listing, the company has distributed a total of 584 million yuan in dividends over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Softcom Power was 134,900, a decrease of 4.89% from the previous period. The average number of circulating shares per person increased by 5.14% to 5,040 shares [2] - The top ten circulating shareholders include notable entities such as E Fund's ChiNext ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]

Summary of Key Points Core Viewpoint - On September 16, a total of 9 companies had their restricted shares unlocked, with a total unlock volume of 221 million shares, amounting to a market value of 10.867 billion yuan based on the latest closing prices [1]. Unlock Volume - Two companies had unlock volumes exceeding 10 million shares: Changhong Energy with 110 million shares and Ruantong Power with 103 million shares, followed by BGI Genomics with 2.4958 million shares [1]. Unlock Market Value - The market value of unlocked shares exceeded 100 million yuan for two companies: Ruantong Power at 5.751 billion yuan, Changhong Energy at 4.143 billion yuan, and Ningde Times at 570 million yuan [1]. Unlock Ratio - The proportion of unlocked shares relative to total share capital exceeded 10% for two companies: Changhong Energy at 60.28%, Ruantong Power at 10.79%, and Xinghao Pharmaceutical at 1.49% [1].

Group 1 - The company plans to raise up to 3.378 billion yuan for projects related to smart manufacturing and intelligent computing centers [1] - The Shenzhen Stock Exchange has issued an inquiry letter regarding the company's financial status and previous fundraising projects [1] - The company's gross profit margin has significantly declined from 21.25% in 2022 to 10.62% in the first half of 2025, indicating a continuous weakening of its main business profitability [1] Group 2 - The company's net profit for 2023 and 2024 is projected to be 462 million yuan and 72 million yuan, respectively, showing a substantial decrease [1] - The company attributes the decline in profitability to industry competition and flexible pricing strategies in response to customer demand fluctuations [1] - The company has outlined specific measures to address these challenges, including expanding market share, optimizing cost structure, and upgrading technology [1] Group 3 - As of March 31, 2025, the company has 3.95 billion yuan in cash but is burdened with 4.404 billion yuan in short-term loans and 1.727 billion yuan in long-term loans, totaling 6.131 billion yuan [1] - The company states that cash is used to ensure employee salaries and raw material procurement, while significant prepayments have led to capital occupation, necessitating borrowing to maintain operations [1] - The execution status of previous fundraising projects is under scrutiny, with only 3.379 billion yuan of the 4.630 billion yuan raised in the 2022 IPO invested by March 31, 2025, and several projects significantly delayed [1] Group 4 - Core projects, such as the delivery center, have been postponed from the original completion date of the end of 2022 to the end of 2026, resulting in a delay of four years [1]

Core Viewpoint - On September 15, a total of 16 listed companies had their restricted shares unlocked, with a total market value of approximately 17.991 billion yuan [1] Group 1: Companies and Their Restricted Shares - Shaanxi Guo Power (陕鼓动力) unlocked 435,600 shares under equity incentive restrictions [1] - Chuangli Group (创力集团) unlocked 3.936 million shares under equity incentive restrictions [1] - Shengquan Group (圣泉集团) unlocked 478,500 shares under equity incentive restrictions [1] - Yingke Medical (英科医疗) unlocked 995,400 shares under equity incentive restrictions [1] - Ruixin Microelectronics (瑞芯微) unlocked 4,500 shares under equity incentive restrictions [1] - Tongcheng New Materials (彤程新材) unlocked 1.5893 million shares under equity incentive restrictions [1] - Softcom Power (软通动力) unlocked 27.3 million shares with an extended lock-up period [1] - Weiman Sealing (唯万密封) unlocked 66.672 million shares prior to issuance restrictions [1] - Wuxi Zhenhua (无锡振华) unlocked 1.005 million shares under equity incentive restrictions [1] - Hangyu Technology (航宇科技) unlocked 798,600 shares [1] - Gaoling Information (高凌信息) unlocked 40 million shares [1] - Weijie Chuangxin (唯捷创芯) unlocked 8.5394 million shares [1] - Silin Jie (思林杰) unlocked 24.5305 million shares [1] - Kejie Intelligent (科捷智能) unlocked 20 million shares [1] - Juquan Technology (钜泉科技) unlocked 39.8841 million shares [1] - Shengke Communication (盛科通信) unlocked 1.5 million shares [1]

Core Viewpoint - The company is responding to an inquiry from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, highlighting its financial performance and business integration following recent acquisitions [1] Financial Performance and Business Situation - The company's gross profit margins have declined over the reporting period, with rates of 21.25%, 19.25%, 12.42%, and 10.61%, primarily due to pricing pressures from telecommunications clients and high raw material costs in newly acquired hardware businesses [2] - The net profit attributable to the parent company has significantly decreased, with figures of 46,175.43 million and 7,246.59 million, reflecting declines of 44.89% and 84.31% year-on-year, attributed to market demand fluctuations and increased integration costs from acquisitions [2] Business Integration and Sales Model - Following the acquisition of Softcom Computer and Zhihong International in 2024, the integration of computing products and smart electronics has shown positive results, with stable gross margins and minimal goodwill impairment risk [3] - The sales model combines direct sales and distribution, with no significant deviations from pre-acquisition practices, and the quality of accounts receivable remains strong with reasonable bad debt provisions [3] Fundraising Project Details - The fundraising projects are closely related to existing business operations, focusing on upgrading computing products and smart electronics, as well as expanding digital energy and intelligent computing services [4] Flexible Production and Capacity Planning - The company's current production capacity is constrained by product models and automation levels, necessitating the proposed capacity expansion to meet future demand growth in key markets [5] Benefit Assessment - The benefit assessment for the proposed projects is based on reasonable assumptions, indicating that the gross profit margins for new products will exceed those of existing operations, ensuring a cautious and rational approach to financial projections [6]