Group 1 - On October 13, Jiechuan Intelligent experienced a decline of 1.69% with a trading volume of 166 million yuan, and the net financing purchase was 3.61 million yuan [1] - As of October 13, the total margin balance for Jiechuan Intelligent was 300 million yuan, accounting for 10.10% of its market capitalization, which is above the 90th percentile of the past year [1] - The company has a business model that includes comprehensive solutions in smart city and smart security sectors, with product sales contributing 56.41% to revenue [1] Group 2 - As of July 31, the number of shareholders for Jiechuan Intelligent increased by 1.73% to 15,900, while the average circulating shares per person decreased by 1.70% to 6,375 shares [2] - For the first half of 2025, Jiechuan Intelligent reported a revenue of 316 million yuan, representing a year-on-year growth of 3.25%, and a net profit of 18.73 million yuan, which is a significant increase of 156.60% [2] Group 3 - Since its A-share listing, Jiechuan Intelligent has distributed a total of 59.28 million yuan in dividends, with 38.78 million yuan distributed over the past three years [3]

2025年10月13日，杰创智能（301248）在优质运营、创新突破、社会贡献等指标中表现优异，根据经观 受尊敬企业组委会初步评估，入围《经济观察报》2024—2025年度受尊敬企业。 ...

Group 1 - The core viewpoint of the news is that Jiechuang Intelligent has shown significant financial activity, with a notable increase in financing and a strong performance in revenue and profit growth [1][2]. Group 2 - On October 9, Jiechuang Intelligent's stock price decreased by 0.74%, with a trading volume of 206 million yuan. The financing buy-in amount for the day was 21.39 million yuan, while the financing repayment was 16.37 million yuan, resulting in a net financing buy of 5.02 million yuan. The total financing and securities balance reached 299 million yuan [1]. - The current financing balance of Jiechuang Intelligent is 299 million yuan, accounting for 9.61% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing [1]. - As of October 9, there were no shares sold or repaid in the securities lending market, with a securities lending balance of 0, which is at a high level compared to the 50th percentile over the past year [1]. Group 3 - As of July 31, Jiechuang Intelligent had 15,900 shareholders, an increase of 1.73% from the previous period. The average number of circulating shares per person decreased by 1.70% to 6,375 shares [2]. - For the first half of 2025, Jiechuang Intelligent achieved an operating income of 316 million yuan, representing a year-on-year growth of 3.25%. The net profit attributable to the parent company was 18.73 million yuan, showing a significant year-on-year increase of 156.60% [2]. Group 4 - Since its A-share listing, Jiechuang Intelligent has distributed a total of 59.28 million yuan in dividends, with 38.78 million yuan distributed over the past three years [3].

Group 1 - The 18th typhoon "Haikashan" made landfall in Guangdong Province on September 24 at around 17:00 [1] - As the typhoon's intensity gradually weakened, cities like Guangzhou and Shenzhen lifted their "five stoppages" measures [1] - According to a representative from Jiechuang Intelligent, the typhoon did not impact the company's order deliveries [1]

（文章来源：证券日报） 证券日报网讯 9月23日晚间，杰创智能发布公告称，2025年半年度权益分派方案为向全体股东每10股派 0.2元人民币现金（含税）。股权登记日为2025年9月29日，除权除息日为2025年9月30日。 ...

Group 1 - The financial and tax digitalization sector experienced a decline of 3.00%, ranking among the top losers in the concept sector as of September 23 [1][2] - Within the financial and tax digitalization sector, companies such as Kaipu Cloud, Zhongke Jincai, and Tianyi Ma saw significant declines, while companies like Dipu Technology, Donggang Co., and Jiechuang Intelligent had positive performance with increases of 1.74%, 1.12%, and 0.53% respectively [1][4] - The sector faced a net outflow of 3.43 billion yuan in main funds, with 57 stocks experiencing net outflows, and 9 stocks seeing outflows exceeding 100 million yuan [2][4] Group 2 - The top net outflow stocks in the financial and tax digitalization sector included Runhe Software with a net outflow of 562.95 million yuan, Sichuan Changhong with 357.42 million yuan, and Xuanji Information with 227.63 million yuan [2][3] - The stocks with the highest net inflow in the sector were Dipu Technology, Kaipu Cloud, and Tianyi Ma, with net inflows of 63.34 million yuan, 43.54 million yuan, and 18.03 million yuan respectively [2][4] - The overall market sentiment reflected a cautious approach towards the financial and tax digitalization sector, as evidenced by the significant outflows and the performance of key stocks [1][2]

证券代码：301248 证券简称：杰创智能 公告编号：2025-070 杰创智能科技股份有限公司 2025 年半年度权益分派实施公告 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、杰创智能科技股份有限公司（以下简称"公司"）本次权益分派以现有总 股本 153,705,000 股剔除公司回购专用证券账户中已回购股份 480,000 股后的 153,225,000 股为基数，向全体股东每 10 股派发现金股利 0.2 元（含税），本次 实际现金分红总额=153,225,000 股×0.2 元/股=3,064,500.00 元（含税）。 2、本次权益分派实施后计算除权除息价格时，按总股本（含回购股份）折 算的每 10 股现金股利（含税）=现金分红总额/总股本×10=3,064,500.00 元 /153,705,000 股×10=0.199375 元（保留六位小数，最后一位直接截取，不四舍五 入）。本次权益分派实施后的除权除息价格=权益分派股权登记日收盘价 -0.0199375 元/股。 2025 年半年度权益分派方案已经过公司于 2025 年 9 ...

Group 1: AI and Cloud Computing Business - The company's AI + cloud computing products include private/hybrid cloud services and intelligent computing cloud services, targeting government and enterprise scenarios as well as internet and autonomous driving applications [1] - In the first half of 2025, the AI + cloud computing business generated over 30 million yuan in revenue, significantly exceeding the total revenue of the previous year, with expectations for continued rapid growth in 2025-2026 [2] - The "Changqing Cloud" brand has transitioned from the incubation phase to rapid expansion, serving various sectors including finance, education, and government, with key clients such as the People's Bank of China and Guangzhou Port Group [2] Group 2: Intelligent Computing Cloud Services - The intelligent computing cloud business is experiencing explosive growth due to high demand from sectors like scientific computing and intelligent driving, with the company investing 790 million yuan in related projects and signing service orders worth 359 million yuan [3] - The company anticipates that the intelligent computing cloud business will start generating revenue in the second half of 2025, positively impacting overall performance [4] Group 3: Robotics and Security Products - The company has developed a range of security robots and is conducting joint tests with law enforcement in various provinces, laying the groundwork for future large-scale sales [5] - At the recent Public Safety Technology Equipment Expo, the company showcased new products and secured multiple business opportunities with domestic and international security agencies [6] Group 4: Strategic Direction and Market Position - The company is focusing on AI transformation, emphasizing AI + cloud computing and AI + security as two key growth areas, with a commitment to continuous investment in product development [7] - The company has established a strategic partnership with Moore Threads to enhance its AI computing capabilities, supporting domestic chips and operating systems [8] Group 5: Financial Performance and Shareholder Engagement - The company is actively addressing performance fluctuations and enhancing market value through operational efficiency improvements and a focus on AI infrastructure [7] - In 2025, the company achieved profitability, indicating initial success in its transformation efforts, and has implemented a share buyback plan to bolster investor confidence [8]

国泰海通证券股份有限公司 关于杰创智能科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称：国泰海通证券股份有限公司 | 被保荐公司简称：杰创智能 | | --- | --- | | 保荐代表人姓名：温志锋 | 联系电话：0755-23976403 | | 保荐代表人姓名：孟庆虎 | 联系电话：0755-23976403 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 不适用 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 | | | 但不限于防止关联方占用公司资源的制度、 | 是 | | 募集资金管理制度、内控制度、内部审计制度、 | | | 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月一次 | | （2）公司募集资金项目进展是否与信息披露 | ...

Group 1 - The A-share computing power sector experienced a "deep V" trend in September, with a nearly 10% pullback at the beginning of the month, followed by a strong rebound driven by positive news, pushing the cloud computing index towards historical highs [1][2] - A significant deal was reported on September 10, where OpenAI and Oracle finalized a $300 billion computing power purchase order, marking one of the largest collaborations in the cloud computing industry, reflecting strong global demand for high-performance computing infrastructure [2] - The computing power market has also positively impacted the Hang Seng Internet sector, with companies like Alibaba and Baidu adopting self-developed chips to replace Nvidia GPUs, leading to a surge in semiconductor equipment orders [3] Group 2 - There is a sustained global capital investment in computing power, with a "arms race" in computing power becoming a long-term consensus among tech giants and industrial capital, providing solid demand support for the computing power chain [5] - The domestic computing power supply issues have shifted from external to internal factors, with previous overseas supply constraints easing, and the approval process for IDC energy consumption indicators closely tied to policy guidance [5] - From a long-term investment perspective, the focus on self-controllable directions is seen as having significant long-term value and growth potential, with the computing power sector expected to benefit from the explosion of domestic demand and industrial upgrades [6] Group 3 - The computing power sector is expected to see exponential demand growth driven by breakthroughs in AI models and rapid deployment of AI applications, with specific investment opportunities in GPU and ASIC chips, optical modules, and emerging fields like AI servers [7] - Despite the long-term positive outlook, the cloud computing sector is currently considered "not cheap," with a price-to-earnings ratio of 122 as of September 17, placing it in the 91.8% percentile over the past five years [9] - Some fund managers have begun to reduce positions in response to market volatility, indicating a cautious approach as the sector enters a period of fluctuation after significant gains [9]