慧博云通科技股份有限公司 公 告 证券代码：301316 证券简称：慧博云通 公告编号：2025-074 慧博云通科技股份有限公司 申晖控股前述向深圳市高新投融资担保有限公司及金华市金投集团有限公司办理 的股份质押主要用于北京申晖金婺信息产业合伙企业（有限合伙）（以下简称"申晖金 1 关于控股股东部分股份质押及解除质押的公告 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。 慧博云通科技股份有限公司（以下简称"公司"）于近日接到公司控股股东深圳申 晖控股有限公司（以下简称"申晖控股"）的函告，获悉其将部分股份办理了质押及解 除质押，具体情况如下： | 股东 | 是否为控 股股东或 第一大股 | 本次质 押数量 | 占其所持 股份比例 | 占公司 总股本 | 是否为 | 是否 为补 | 质押 | 质押 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一 致行动人 | （股） | （%） | 比例 （%） | 限售股 | 充质 押 | ...

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

Group 1 - The strategic cooperation agreement was signed between Huibo Yuntong and Guokai Hong Technology Co., focusing on the development of domestic intelligent operating systems and the construction of a trusted innovation ecosystem [1][2] - The collaboration aims to promote the industrialization of OpenHarmony technology in key sectors such as finance, energy, and government [1] - Guokai Hong is dedicated to the research and development of OpenHarmony ecosystem technology and industry digital transformation services, building an integrated technology architecture covering "end, edge, cloud, network, and intelligence" [1] Group 2 - Huibo Yuntong's chairman emphasized the importance of this cooperation in exploring foundational technology and promoting a "soft and hard collaboration" ecosystem [2] - The partnership will leverage Huibo Yuntong's expertise in artificial intelligence, fintech, and big data to support the broader application of the trusted innovation industry [2] - Guokai Hong plans to enhance deep cooperation in the fintech sector, focusing on a product matrix that includes industry-specific Harmony operating system distributions, industrial control computers, IoT terminal devices, and information security equipment [2]

Group 1 - The strategic cooperation between Huibo Yuntong and Guokai Hong aims to promote the development of domestic intelligent operating systems and the construction of the Xinchuang ecosystem, focusing on the industrialization of OpenHarmony technology in key sectors such as finance, energy, and government [1][3] - The software and information technology service sector in China is accelerating towards a "self-controllable, secure and compliant, collaborative innovation" Xinchuang system, with operating systems being fundamental to national digital security and technological competitiveness [3] - Guokai Hong specializes in OpenHarmony ecological technology research and industry digital transformation services, aiming to create an integrated technology architecture covering "end, edge, cloud, network, and intelligence" [3][4] Group 2 - Huibo Yuntong's chairman stated that the collaboration with Guokai Hong represents a deep exploration of bottom-layer technology and the construction of a "soft and hard collaborative" ecosystem, leveraging its expertise in AI, fintech, and big data [3][4] - Guokai Hong's general manager indicated that this strategic partnership will accelerate resource integration and corporate growth, focusing on deep cooperation in the fintech sector and developing a product matrix centered on industry-specific Harmony operating system versions and IoT devices [4] - Both companies expressed their commitment to continuous efforts in technology integration, product co-creation, and ecosystem building to enhance the competitiveness of intelligent operating system solutions and contribute to the domestic Xinchuang replacement and ecosystem prosperity [4]

Core Insights - The strategic cooperation between Huibo Yuntong and Guokai Hong aims to enhance the development of domestic intelligent operating systems and the Xinchuang ecosystem, focusing on the industrialization of OpenHarmony technology in key sectors such as finance, energy, and government [3][4] - The partnership is positioned as a significant step towards achieving a self-controlled, secure, and compliant software and information technology service framework in China, which is crucial for national digital security and technological competitiveness [3][4] Group 1 - Huibo Yuntong and Guokai Hong signed a cooperation agreement to explore technology integration and ecosystem development [3] - Guokai Hong focuses on OpenHarmony ecosystem technology research and digital transformation services, aiming to create an integrated technology architecture covering "end, edge, cloud, network, and intelligence" [3][4] - Huibo Yuntong's chairman emphasized the importance of this partnership in building a "soft and hard collaboration" ecosystem, leveraging its expertise in AI, fintech, and big data [3][4] Group 2 - Guokai Hong's general manager stated that this strategic cooperation will accelerate resource integration and corporate growth, particularly in the fintech sector [4] - The collaboration will focus on developing a product matrix centered around industry-specific operating systems, industrial control computers, IoT devices, and information security equipment [4] - Both companies aim to enhance their Xinchuang service capabilities, providing comprehensive solutions for domestic software and hardware adaptation, system migration, and security reinforcement [4]

Group 1 - The core viewpoint of the news is that Huibo Yuntong's stock price increased by 5.31% to 61.04 CNY per share, with a trading volume of 735 million CNY and a turnover rate of 5.15%, resulting in a total market capitalization of 24.66 billion CNY [1] - Huibo Yuntong Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on March 30, 2009, with its listing date on October 13, 2022 [1] - The company's main business involves providing professional Information Technology Outsourcing (ITO) services, which include software technology outsourcing services and mobile intelligent terminal testing services [1] Group 2 - The revenue composition of Huibo Yuntong's main business is as follows: software technology services account for 65.78%, professional technical services for 29.03%, product and solution services for 4.39%, and other services for 0.80% [1] - Among the top ten circulating shareholders of Huibo Yuntong, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 740,900 shares in the second quarter, bringing its total holdings to 2,230,300 shares, which represents 0.92% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.95 billion CNY and has achieved a return of 28.17% this year, ranking 1822 out of 4222 in its category [2]

Group 1 - The "2025 Digital Ecosystem Development Conference and 'Foundation Building Plan' Mid-Year Meeting" was held in Beijing, showcasing the release of the "Panorama of High-Quality Digital Transformation Products and Services (First Half of 2025)" [1] - Huibo Yuntong was recognized for its technological capabilities in multiple fields including artificial intelligence, AI large models, fintech, and data analysis, successfully making the list of outstanding enterprises and products in digital transformation [2][5] - The "Foundation Building Plan," initiated by the China Academy of Information and Communications Technology in 2022, aims to promote high-quality development in enterprise digital transformation [2] Group 2 - Huibo Yuntong's Executive Vice President Zhang Yanpeng was appointed as a technical expert for the "Foundation Building Plan," contributing to the formulation and implementation of technical standards [2] - The "Panorama" highlights exemplary enterprises and products in various digital sub-markets, showcasing impactful and commercially valuable cases in digital transformation [2] - Huibo Yuntong's products, including the "Enterprise-level AI Intelligent Agent Solution," "Post-loan Risk Warning System," and "Digital Workbench," were selected, reflecting the company's leading strength in AI, big data, and fintech [2][5] Group 3 - In recent years, Huibo Yuntong has been advancing its "2+3" development strategy, focusing on TMT and finance sectors, and building a technology capability system in AI, big data, and fintech [3] - The company is transitioning from technology delivery services to customized software development and platform solutions to meet diverse enterprise needs in digitalization [3][5] - The recognition from the "Panorama" serves as authoritative acknowledgment of Huibo Yuntong's technological strength and industry contributions, motivating the company to continue innovating in fintech, big data, and AI [5]

Core Insights - The China Academy of Information and Communications Technology (CAICT) hosted the "2025 Digital Ecosystem Development Conference and 'Foundation Building Plan' Mid-Year Meeting" in Beijing, where the "Panorama of High-Quality Digital Transformation Products and Services (First Half of 2025)" was released [1] - Huibo Yuntong (301316) was recognized for its capabilities in artificial intelligence, AI large models, intelligent agents, financial technology, and data analysis, being included in the "Panorama" [1] - The "Foundation Building Plan," initiated by CAICT in 2022, aims to promote digital transformation and high-quality development in digital construction [1] Company Highlights - Huibo Yuntong's enterprise-level AI intelligent agent solution, post-loan risk warning system, and digital workspace were successfully listed in the "Panorama" [1] - The company’s AI knowledge assistant "Xiaoyun Classmate" was included in the "2025 Annual High-Quality Digital Transformation Case Collection," showcasing its technical strength in digital transformation [2] - The recognition reflects Huibo Yuntong's contributions to promoting high-quality development in the industry [2] Strategic Focus - With the rapid development of the digital economy, digital transformation has become a key path for companies to enhance competitiveness [2] - Huibo Yuntong is advancing its "2+3" development strategy, focusing on the TMT and financial sectors, and building capabilities in artificial intelligence, big data, and financial technology [2] - The company is transitioning from technical delivery services to customized software development and platform solutions, aiming to meet clients' evolving needs in information and digital construction [2] Future Outlook - Huibo Yuntong aims to become a global, professional, and innovative comprehensive digital technology service provider [2] - The company will continue to deepen its focus on financial technology, big data, and artificial intelligence, driven by technological innovation [2] - The goal is to enhance its technical strength and service level, assisting more enterprises in achieving digital transformation and high-quality development [2]

华泰联合证券有限责任公司 关于慧博云通科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称：华泰联合证券有限责任公司 | 被保荐公司简称：慧博云通 | | --- | --- | | 保荐代表人姓名：李世静 | 联系电话：010-56839300 | | 保荐代表人姓名：耿玉龙 | 联系电话：010-56839300 | 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 | 无 | | 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 | 0 次（募集资金专户已于 2024 年内注销） | | （2）公司募集资 ...

Core Viewpoint - The acquisition plan of Huibo Yuntong is ongoing, with its affiliates and Zhejiang State-owned Assets Supervision and Administration Commission planning to acquire a 32.09% stake in Baode Computer, which is seen as a strategic move to mitigate investment risks and address funding issues of Baode's major shareholder [1][3][7]. Group 1: Acquisition Details - Huibo Yuntong's affiliates, including Beijing Shenhui Jinwei and Hangzhou Chuantou, will acquire a total of 32.09% of Baode Computer's shares, with a cash investment of approximately 14.44 billion yuan, based on Baode's overall valuation of 4.5 billion yuan [4][6]. - The affiliates will contribute 9.94 billion yuan and 4.50 billion yuan respectively for the acquisition [4][5]. Group 2: Financial Performance - Huibo Yuntong's net profit has significantly declined, with a drop of over 20% expected in 2024 and a 78% decrease in the first half of 2025, indicating a substantial profit pressure despite revenue growth [1][10]. - The company reported a net profit of 0.66 billion yuan in 2020, which fell to 0.66 billion yuan in 2024, returning to 2020 levels [9][10]. Group 3: Industry Context - Baode Computer is a leading provider of information technology infrastructure in China, with annual revenues exceeding 10 billion yuan, and has shown profitability with net profits of 2.01 billion yuan and 2.35 billion yuan in 2023 and 2024 respectively [2][10]. - The acquisition is intended to help Huibo Yuntong transition from software services to a more integrated hardware-software business model, thereby expanding its business scope and improving its industry chain layout [10].