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：2025-079 慧博云通科技股份有限公司 关于公司股东部分股份质押的公告 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。 慧博云通科技股份有限公司（以下简称"公司"）于近日接到公司股东舟山慧博创 展创业投资合伙企业（有限合伙）（以下简称"慧博创展"）的函告，获悉其将部分股 份办理了质押，具体情况如下： 注：本表中若出现与各分项数值之和与尾数不符的情况，均为四舍五入所致。 二、股东股份累计质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 累计被质 | 占其所 | 占公司 | 情况 | | 情况 | | | 股东名称 | 持股数量 | 持股比 | 押数量 | 持股份 | 总股本 | 已质押股份 | 占已质 | 未质押股份 | 占未质押 | | | ...

证券代码：301316 证券简称：慧博云通 公告编号：2025-078 慧博云通科技股份有限公司 公 告 慧博云通科技股份有限公司 2025 年 10 月 20 日，公司收到控股股东申晖控股发来的通知，申晖控股已于 10 月 20 日收到国家市场监督管理总局出具的《审查决定书》，具体内容如下： "根据《中华人民共和国反垄断法》第三十条规定，经初步审查，现决定，对申晖 控股收购宝德计算股权案不实施进一步审查。你公司从即日起可以实施集中。该案涉及 经营者集中反垄断审查之外的其他事项，依据相关法律办理。" 关于深圳申晖控股有限公司收到《经营者集中反垄断审查 不实施进一步审查决定书》并完成股份过户暨上市公司与 关联方共同投资事项的进展公告 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。 2025 年 10 月 20 日，慧博云通科技股份有限公司（以下简称"公司"或"慧博云通"） 收到控股股东深圳申晖控股有限公司（以下简称"申晖控股"）发来的通知，申晖控股 已于 10 月 20 日收到国家市场监督管理总局出具的《经营者集中反垄断审查不实施进一 步审查决定书》（反执二审查 ...

Summary of Key Points Core Viewpoint - On October 20, a total of 22 companies had their restricted shares unlocked, with a total unlock volume of 2.095 billion shares, amounting to a market value of 40.69 billion yuan based on the latest closing prices [1]. Group 1: Unlock Volume and Market Value - The unlock volume of 2.095 billion shares is significant, with 16 companies having more than 10 million shares unlocked [1]. - The companies with the highest unlock volumes include Shougang Co., Ltd. (10.15 billion shares), Sanbai Shuo (1.78 billion shares), and Huibo Yuntong (1.57 billion shares) [1]. - In terms of market value, Huibo Yuntong (8.428 billion yuan), Fengcai Technology (7.075 billion yuan), and Shougang Co., Ltd. (4.153 billion yuan) lead the list [1]. Group 2: Unlock Ratio - Eleven companies have an unlock ratio exceeding 10% of their total share capital [1]. - The companies with the highest unlock ratios are Sanbai Shuo (72.84%), Yongxin Zhicheng (51.71%), and Bangji Technology (51.03%) [1].

Core Insights - On October 20, a total of 22 companies had their restricted shares unlocked, with a total unlock volume of 2.095 billion shares, amounting to a market value of 40.69 billion yuan based on the latest closing prices [1] Summary by Category Unlock Volume - The companies with the highest unlock volumes were Shougang Co., Ltd. (10.15 million shares), Sanbai Shuo (1.78 million shares), and Huibo Yuntong (1.57 million shares) [1] Unlock Market Value - The companies with the highest unlock market values were Huibo Yuntong (8.428 billion yuan), Fengcai Technology (7.075 billion yuan), and Shougang Co., Ltd. (4.153 billion yuan) [1] Unlock Ratio - The companies with the highest unlock ratios relative to their total share capital were Sanbai Shuo (72.84%), Yongxin Zhicheng (51.71%), and Bangji Technology (51.03%) [1]

Key Points - The People's Bank of China will announce the latest 1-year and 5-year LPR values on October 20 [1][19] - The National Bureau of Statistics will release macroeconomic data for the third quarter and September on the same day [2][17] - A video call took place between Chinese and U.S. economic leaders, discussing important issues in bilateral economic relations and agreeing to hold new trade consultations soon [4] - The central government has allocated 500 billion yuan to local governments to strengthen fiscal capacity and support economic recovery [4] - The Ministry of Finance announced a VAT policy adjustment for offshore wind power, effective from November 1, 2025, to December 31, 2027, allowing a 50% VAT refund [5] - The Shanghai Stock Exchange reported improved market resilience during the 14th Five-Year Plan, with a 15.9% annualized volatility and an average dividend yield of nearly 2.5% [7] - The Shanghai Stock Exchange aims to enhance the quality of listed companies and attract long-term capital, aligning with national strategies [8] - UBS Wealth Management upgraded its global stock rating to "attractive," citing stronger-than-expected economic growth and easing tariff pressures [9] - A report indicated that the user base for generative AI in China reached 515 million by June 2025, doubling in six months [11] - The domestic market for battery recycling is expected to exceed 100 billion yuan by 2030, with a projected recycling volume of over 300,000 tons in 2024 [12] - Gold prices have significantly declined, with analysts suggesting a greater likelihood of further decreases in the future [13] - Cambricon reported a 2386.38% year-on-year revenue growth for the first three quarters of 2025, driven by market expansion and AI application support [14] - This week, 54 stocks will be unlocked, with a total market value of 71.709 billion yuan, including significant unlocks from Huibo Yuntong and Hengshuai [16] - Citic Securities expects short-term market disturbances from U.S.-China relations to be limited, while Huatai Securities suggests a shift towards defensive sectors [21][22]

Major Announcements - Jinling Mining has decided to suspend the public transfer of 100% equity and debt of JG Mining due to the lack of qualified buyers during the second public listing phase [4] - Huibo Yuntong's controlling shareholder and actual controller have voluntarily committed not to reduce their holdings of the company's stock during a specific period, coinciding with the planned acquisition of Baode Computer Systems [5] - Weigao Blood Purification is planning to purchase 100% equity of Weigao Purui through a share issuance, with trading expected to be suspended from October 20, 2025 [6] - Ganfeng Lithium intends to transfer part of its equity in Shenzhen Yichu to introduce a strategic investor for 664 million yuan, which will result in Shenzhen Yichu no longer being included in the consolidated financial statements [7] - Sanhua Intelligent Control has raised the upper limit for its share repurchase price from 35.75 yuan to 60.00 yuan and extended the implementation period by two months [8] - Jingwei Huikai plans to acquire 100% equity of ZTE Systems for 850 million yuan, entering the private network communication sector [9] Performance Reports - Cambrian reported a third-quarter net profit of 567 million yuan, with a revenue increase of 1332.52% year-on-year [10] - Hikvision's third-quarter net profit grew by 20.31%, with revenues of 239.4 billion yuan [12] - Kewell's third-quarter net profit increased by 110.36%, with revenues of 14.5 million yuan [13] - Siwei Technology expects a net profit increase of 140% to 169% for the first three quarters, driven by strong smartphone sector performance [14] - Shentong Technology's third-quarter net profit surged by 452.62%, with revenues of 4.86 billion yuan [15] - Huayou Cobalt's net profit for the first three quarters increased by 39.59%, benefiting from integrated operations and rising cobalt prices [16] - Shenghui Integration reported a third-quarter net profit growth of 93.89% [17] - Jinshi Yaya expects a net profit increase of 48.99% to 83.95% for the first three quarters due to successful commercialization of R&D projects [18] - Haida Group's net profit for the first three quarters grew by 14.31%, and the company plans to spin off its subsidiary for a Hong Kong listing [19] - Hanlan Environment anticipates a net profit increase of approximately 15.85% for the first three quarters [20] - Haitong Development's net profit for the first three quarters decreased by 38.47% due to market price declines and rising operational costs [21] - Explorer expects a net profit decline of 64.62% to 70.51% for the first three quarters due to poor sales in outdoor business [22] - Guoji General's net profit for the third quarter decreased by 46.73% due to a decline in project revenue recognition [23] Major Contracts - Xinjiang Jiaojian has been awarded a construction project worth 556 million yuan [24] - Robotech signed a contract worth approximately 761 million yuan, representing about 68.83% of its 2024 revenue [25] - Shengshi Technology signed a contract for the Hunchun Port project worth 102 million yuan [26] Shareholding Changes - Youfa Group's director plans to reduce his holdings by up to 3.54 million shares [27] - Shengbang shares' controlling shareholder plans to reduce holdings by up to 1.28% [28] - Hunan Silver's major shareholder plans to reduce holdings by up to 2% [29] Share Buybacks - Tonghua Dongbao plans to repurchase shares worth 20 million to 40 million yuan [30] - Shenzhen New Star intends to raise its share repurchase price limit from 18 yuan to 30 yuan [31] Financing Activities - Changsha Bank has received approval to issue capital instruments not exceeding 12 billion yuan [32]

Core Viewpoint - Huibo Yuntong (301316) announced the lifting of restrictions on shares issued prior to its initial public offering, allowing for the circulation of a significant portion of its stock [1] Group 1: Share Details - The number of shares being released from restrictions is 157,183,497 shares, which accounts for 38.9068% of the company's total share capital [1] - The number of shareholders involved in this release is three [1] - The restricted period for these shares was set for 36 months from the date of the company's stock listing [1] Group 2: Listing Information - The shares will be available for trading starting from October 20, 2025 (Monday) [1]

Performance - Cambrian's Q3 revenue reached 1.727 billion yuan, a year-on-year increase of 1332.52%; net profit was 567 million yuan [1] - Hikvision's Q3 net profit grew by 20.31% year-on-year [5] - Sitaiwei's net profit for the first three quarters is expected to increase by 140% to 169% year-on-year [5] - Northern Heavy Industries anticipates a year-on-year net profit increase of 56.90% to 70.74% for the first three quarters [5] - Jintian's net profit for the first three quarters increased by 104.37% year-on-year [5] - Yingshi Network's Q3 net profit grew by 28.73% year-on-year [5] - Sankeshu's net profit for the first three quarters increased by 81.22% year-on-year, with a proposed dividend of 5 yuan per 10 shares [5] - Pianzaihuang's Q3 net profit decreased by 28.82% year-on-year [5] - Shentong Technology's Q3 net profit surged by 452.62% year-on-year [5] - Huayou Cobalt's net profit for the first three quarters increased by 39.59% year-on-year [5] - Guotou Power's Q3 power generation reached 47.891 billion kWh, a year-on-year decrease of 14.42% [5] - Rongbai Technology reported a Q3 net loss of 135 million yuan [5] - Zijin Mining's Q3 net profit increased by 52.25% year-on-year [5] - Haida Group's net profit for the first three quarters increased by 14.31%, planning to spin off its subsidiary Haida Holdings for a Hong Kong listing [5] Share Buybacks and Reductions - Fujirui plans to repurchase shares worth 10 million to 20 million yuan [3] - Tonghua Dongbao intends to repurchase shares worth 20 million to 40 million yuan [3] - Shenzhen New Star plans to adjust the maximum repurchase price to no more than 30 yuan per share [3] - Sanhua Intelligent Control has raised the maximum repurchase price and extended the implementation period [3] - Dayang Electric has also raised the maximum repurchase price and extended the implementation period [3] - Hunan Baiyin's controlling shareholder plans to reduce its stake by no more than 2% [5] - Shengbang shares' controlling shareholder plans to reduce its stake by no more than 1.28% [5] - Liandong Technology's actual controller plans to reduce its stake by no more than 2.9963% [5] - Juxing Agriculture's shareholder plans to reduce its stake by no more than 2% [5] - Aerospace Engineering's shareholders plan to reduce their stakes by no more than 6% [5] Contracts and Collaborations - Yongmaotai signed a strategic cooperation framework agreement with a leading humanoid robot company [3] - Xinjiang Jiaojian won a construction project worth 556 million yuan [4] - Jingjiawei signed a strategic cooperation agreement with Cangqiong Digital to create a fully domestic integrated solution [3] - Shengshi Technology signed a contract for a project worth 102 million yuan at Hunchun Port [3] - Robotech signed a contract worth approximately 761 million yuan, accounting for about 68.83% of the company's 2024 revenue [3] - Guangdong Construction's subsidiary signed a cooperation framework agreement with the Maoming Binhai New Area Management Committee [3] Mergers and Acquisitions - Jingwei Huikai plans to acquire 100% of Zhongxing System for 850 million yuan, entering the private network communication field [6] - Weigao Blood Purification intends to purchase 100% of Weigao Purui's shares, with stock trading suspended from October 20 [6] - GoerTek terminated its planned acquisition of Mia Precision Technology and Changhong Industrial [6] Financing - Changsha Bank received regulatory approval to issue capital instruments not exceeding 12 billion yuan [6]

Core Viewpoint - The company Huibo Yuntong (301316.SZ) has received a commitment letter from its controlling shareholder, Shenzhen Shenhui Holdings Co., Ltd., and its actual controller, Mr. Yu Hao, along with their concerted party, Zhoushan Huibo Chuangzhan Venture Capital Partnership (Limited Partnership), regarding a non-reduction of company shares during a specific period due to the planned acquisition of control over Baode Computer System Co., Ltd. [1] Group 1 - The commitment states that the shareholders will not reduce their holdings of the original shares issued before the initial public offering for six months after the completion of the restructuring [1] - Any changes in the number of shares due to capital reserve fund transfers or stock dividends during the lock-up period will result in corresponding adjustments to the locked shares [1] - The shareholders will fulfill their information disclosure obligations if they decide to reduce their holdings based on their actual situation or market changes in the future [1]

Core Viewpoint - The company Huibo Yuntong (301316.SZ) has received a commitment letter from its controlling shareholder, Shenzhen Shenhui Holdings Co., Ltd., and its actual controller, Mr. Yu Hao, along with their concerted party, Zhoushan Huibo Chuangzhan Venture Capital Partnership (Limited Partnership), regarding a non-reduction commitment of company shares during a specific period due to the planned acquisition of control over Baode Computer System Co., Ltd. [1] Group 1 - The commitment states that the shareholders will not reduce their holdings of the original shares issued before the initial public offering for six months after the completion of the restructuring [1] - Any changes in the number of locked shares due to capital reserve fund transfers or stock dividends will result in corresponding adjustments to the locked share quantity [1] - The shareholders will fulfill their information disclosure obligations if they decide to reduce their holdings based on their actual situation or market changes [1]