慧博云通（301316）发布异动公告，公司正在筹划发行股份及支付现金购买资产并募集配套资金事项， 自本次交易预案披露以来，公司及相关各方积极推进本次交易的各项工作。截至目前，本次交易涉及的 审计、评估等工作尚未完成。除上述已披露事项外，公司、控股股东和实际控制人不存在关于公司的应 披露而未披露的重大事项。 ...

慧博云通科技股份有限公司 公 告 针对公司股票异常波动情况，公司对有关事项进行了核查，并问询了公司控股股东、 实际控制人及管理层，现将有关情况说明如下： 证券代码：301316 证券简称：慧博云通 公告编号：2025-048 慧博云通科技股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的具体情况 慧博云通科技股份有限公司（以下简称"公司"）股票交易于2025年4月30日、2025 年5月20日、2025年5月21日连续三个交易日内收盘价格涨幅偏离值累计超过30%。根据 《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实的相关情况 （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大 影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司正在筹划发行股份及支付现金购买资产并募集配套资金事项。公司于 2025 年 5 月 19 日召开第四届董事会第七次会议，审议通 ...

Core Viewpoint - Huibo Yuntong (301316.SZ) plans to deepen its layout in the Xinchuang field by acquiring 67.91% of Baode Computing through a combination of share issuance and cash payment, aiming to extend its business from software technology services to an integrated software and hardware model [1][2][3] Group 1: Acquisition Details - The acquisition involves purchasing shares from 59 parties, including Leshan High-tech Investment, while the controlling shareholder's 32.09% stake will not be included in the transaction [2] - The fundraising for the acquisition will be capped at 100% of the transaction price, with a share issuance price set at 20.26 yuan per share, which is at least 80% of the average trading price over the previous 20 trading days [2][3] Group 2: Financial Performance - Baode Computing is a leading provider of information technology infrastructure, with projected revenues of 9.27 billion yuan in 2023 and 10.008 billion yuan in 2024 [1][3] - Huibo Yuntong reported revenues of 1.743 billion yuan in 2024, a year-on-year increase of 28.30%, while net profit decreased by 20.45% [5] - In Q1 2025, Huibo Yuntong's revenue reached 506 million yuan, up 37.46%, but net profit fell by 72.13% [5] Group 3: R&D and Client Base - The company has significantly increased its R&D personnel by 70.47% to 866 by the end of 2024, reflecting its commitment to innovation [4][6] - Major clients include ByteDance, Xiaomi, Samsung, SAP, and Bank of China, contributing to 30.17% of total annual sales [6] - R&D expenses have grown consistently, reaching 109 million yuan in 2024, with year-on-year increases of 51.57%, 15.17%, and 19.34% from 2022 to 2024 [5][6] Group 4: Market Reaction - Following the acquisition announcement, Huibo Yuntong's stock hit the daily limit up of 20% on May 20, reaching 34.8 yuan per share, with a total market capitalization of 14.059 billion yuan [7]

Market Overview - A total of 102 stocks hit the daily limit up in the A-share market, with 77 stocks remaining after excluding 25 ST stocks, resulting in a limit-up rate of 70.83% [1] Limit-Up Stocks - The highest limit-up order volume was for Tianqimo with 881,500 hands, followed by ST Lingnan, Zongyi Shares, and Palm Shares with 806,100 hands, 767,600 hands, and 407,200 hands respectively [2] - Notable stocks with consecutive limit-ups include *ST Lvkang with 5 consecutive limit-ups, and *ST Jinguang, Liren Liren, Zhengzhong Design, and *ST Hengjiu with 4 consecutive limit-ups [2] Mergers and Acquisitions - The China Securities Regulatory Commission (CSRC) recently announced modifications to the "Management Measures for Major Asset Restructuring of Listed Companies," which has led to multiple stocks in the mergers and acquisitions sector hitting the limit-up [3] - Tianqimo plans to acquire 50% equity of Dongshi Shares [4] - Zongyi Shares intends to gain control of Jilaiwei through cash capital increase or share transfer [5] - Oufeiguang plans to purchase 28.2461% equity of Oufeimicroelectronics (Nanchang) through share issuance and cash payment [5] Pet Economy - Stocks related to the pet economy that hit the limit-up include Yuanfei Pet, Tianyuan Pet, and Yiyi Shares [6] - Yuanfei Pet has launched high-end baking staple food and freeze-dried products under its own brand [7] - Tianyuan Pet is expanding its pet food business to enhance domestic sales channels [7] - Yiyi Shares has established a comprehensive online and offline channel layout for its brands [7] Cultural and Creative Economy - Stocks related to the cultural and creative economy that hit the limit-up include Chuangyuan Shares, Aofei Entertainment, and Guangbo Shares [9] - Chuangyuan Shares focuses on "IP + Technology + Cultural Creation" and aims to develop a product matrix with creative and practical value [9] - Aofei Entertainment continues to invest in content creation, leveraging popular IPs like "Pleasant Goat and Big Big Wolf" [9] - Guangbo Shares plans to expand its IP derivative product line by 2025 [9] Institutional Investment - Institutional net purchases exceeded 300 million for Zhongzhou Special Materials, with Oufeiguang, Liyang Chip, and Zhongzhou Special Materials being the top three net purchases [10][11] - Specific net buying amounts include 311 million for Oufeiguang and 233 million for Liyang Chip [11]

Core Viewpoint - Huibo Yuntong (301316.SZ) is making a strategic move to acquire a controlling stake in Baode Computing through a combination of equity and cash, aiming to enhance its capabilities in the AI sector and create a synergistic "soft and hard integration" ecosystem [1][2]. Company Overview - Established in 2009, Huibo Yuntong initially focused on software technology services, particularly mobile intelligent terminal testing, and has since expanded into various fields including digital transformation services and AI solutions [3]. - The company went public on the Shenzhen Stock Exchange's Growth Enterprise Market in October 2022 and has since engaged in multiple acquisitions to strengthen its position in the financial technology sector [4]. Recent Financial Performance - In 2024, Huibo Yuntong's revenue reached 1.743 billion yuan, marking a 28% year-on-year increase, while its net profit after non-recurring items was 70.24 million yuan, indicating a need for improved profitability [10]. - The financial technology segment has become a significant growth driver, with revenue from this sector reaching 465 million yuan in 2024, up 35.62% year-on-year, accounting for 26.66% of total revenue [5]. Acquisition Details - The acquisition of Baode Computing involves purchasing 67.91% of its shares from 59 transaction parties, with the remaining shares held by Baode's current major shareholders [2]. - The deal is seen as a critical step for Huibo Yuntong to establish a "soft and hard integration" solution, enhancing its technological capabilities in AI hardware and software [8][9]. Market Position and Strategy - Baode Computing, founded in 1997, has established itself in the server market, particularly in the AI sector, ranking third in the Ascend series and fourth in the Kunpeng series of servers in 2024 [7]. - The acquisition is expected to create a comprehensive solution combining computing power, algorithms, and application scenarios, positioning Huibo Yuntong competitively in the market [8]. Challenges and Risks - Baode Computing faces unresolved issues related to a betting agreement and administrative penalties against its former chairman and board members, which could complicate the acquisition process and integration efforts [15][16]. - The ongoing challenges in Baode's IPO process, including overlapping business scopes and the need for further verification of related party transactions, may impact the overall success of the acquisition [14][15].

Group 1: Company Announcements - Light Media's controlling shareholder plans to reduce its stake by no more than 29.24 million shares, accounting for up to 1% of the total share capital, to lower debt and improve financial structure [1] - Xinjiang Haoyuan intends to change its name to "Wanqing Energy" and its stock abbreviation accordingly [2] - Xunbang Intelligent plans to acquire controlling shares of Wuxi Indichip Microelectronics, focusing on the automotive chip sector [3] - Kangping Technology intends to acquire 100% of Suolu Electronics for 198 million yuan to enhance core competitiveness [4] - Shentong Express reported April revenue of 4.118 billion yuan, a year-on-year increase of 16.39% [5] - Wenzhou Hongfeng's controlling shareholder plans to reduce its stake by no more than 4.37 million shares, accounting for 1% of total share capital [8] - Changyang Technology plans to invest 29.9 million yuan in Ningbo Huizhixing New Materials [9] - Zhejiang Agricultural Holdings intends to publicly transfer 100% of its subsidiary Huadong Pharmaceutical, valued at 369 million yuan [10] - *ST Jinguang faces delisting risk due to stock price falling below 1 yuan for 10 consecutive trading days [11] - Huibo Yuntong plans to acquire 67.91% of Baode Computer to enhance its competitive edge [12] - Xinhua Group intends to change its name to "Yingxin Development" [13] - Purang Co. plans to reduce its stake by no more than 24,800 shares due to personal funding needs [14] - Xinhecheng plans to participate in a land auction for a commercial plot in Hangzhou, with a starting price of 1.037 billion yuan [15] - *ST Sailong's controlling shareholder plans to transfer 14.16% of shares, potentially changing control [16] - Gaoweida's controlling shareholder plans to reduce its stake by no more than 13.27 million shares due to funding needs [17] - Tianli Lithium Energy's shareholder plans to reduce its stake by no more than 3% [18] - Baijia Qiancheng's shareholder plans to reduce its stake by no more than 9.42 million shares [19] - United Optoelectronics is planning to issue shares to acquire Dongguan Changyi Optoelectronics [20] - Meg Intelligent plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [21] Group 2: Industry Insights - The express delivery industry shows growth, with Shentong Express and Yunda reporting revenue increases of 16.39% and 5.84% respectively in April [5][20] - The automotive chip sector is highlighted as a key investment area, with Xunbang Intelligent's acquisition of Indichip Microelectronics [3] - The energy sector is seeing name changes and strategic shifts, as seen with Xinjiang Haoyuan's rebranding to Wanqing Energy [2] - The pharmaceutical sector is undergoing restructuring, with Zhejiang Agricultural Holdings planning to divest its pharmaceutical subsidiary [10] - The technology sector is active in mergers and acquisitions, with Huibo Yuntong's acquisition of Baode Computer [12]

Core Viewpoint - Huibo Yuntong's stock has reached a limit-up, with a latest price of 34.8 yuan per share and a total market value of 14.06 billion yuan, indicating strong market interest and investor confidence [1][2]. Company Acquisition - Huibo Yuntong plans to acquire 67.91% of Baode Computer's shares through a combination of issuing shares and cash payments to 59 transaction parties, including Leshan High-tech Investment [4][5]. - The share issuance price for this transaction is set at 20.26 yuan per share [5]. Financial Performance - Baode Computer reported revenues of 9.27 billion yuan and a profit of 199 million yuan for 2023, with projected revenues of 10 billion yuan and profits of 230 million yuan for 2024 [7]. - Huibo Yuntong's revenues for 2023 and 2024 are expected to be 1.359 billion yuan and 1.743 billion yuan, respectively, with net profits of 82.45 million yuan and 65.59 million yuan [8]. Market Position and Strategy - The acquisition is expected to create synergies between Huibo Yuntong and Baode Computer, enhancing their customer resource sharing and overall market competitiveness [11]. - Baode Computer is a leading player in the domestic AI server industry, participating in significant projects such as the 17 billion yuan server procurement by China Telecom [11]. - Huibo Yuntong aims to develop a comprehensive "soft and hard integration" solution, leveraging its extensive client base, including major companies like ByteDance and Xiaomi [12]. Future Outlook - The collaboration with Baode Computer is anticipated to accelerate the implementation of domestic computing power solutions, particularly through partnerships with companies like Huawei [13]. - Future profit projections for Huibo Yuntong indicate a potential increase in net profits to 106 million yuan, 141 million yuan, and 188 million yuan from 2025 to 2027, with current valuations suggesting room for growth [13].

中国经济网北京5月20日讯 慧博云通(301316.SZ)今日开盘涨停，截至发稿报34.80元，涨幅20.00%。 公司昨晚披露《关于发行股份及支付现金购买资产并募集配套资金暨关联交易事项的一般风险提示暨公 司股票复牌的提示性公告》，公司正在筹划发行股份及支付现金购买资产并募集配套资金事项。根据深 交所相关规定，经公司申请，公司证券自2025年5月6日开市时起开始停牌；经申请，公司股票将于2025 年5月20日（星期二）开市起复牌。 公司同日披露《关于引入战略投资者及签署附条件生效的战略合作协议的公告》，公司为进一步提升产 业协同能力和整体实力，拟在发行股份及支付现金购买资产的同时向特定对象发行股份募集配套资金， 通过本次发行引入长江产业投资集团有限公司（简称"长江产业集团"）作为战略投资者。公司根据本次 发行的方案，与长江产业集团签署了附条件生效的战略合作协议。长江产业集团的控股股东及实际控制 人为湖北省人民政府国有资产监督管理委员会。 公司同日披露《公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案》，本次交易方案由 发行股份及支付现金购买资产和募集配套资金两部分组成。上市公司拟向乐山高新投等59 ...

Key Points - The article highlights various significant announcements from companies, including revenue growth, investment projects, and share buybacks [1][2] Company Announcements - Baili Electric's revenue from related businesses in 2024 will account for less than 1% of the company's total revenue [1] - Taihe Co., Ltd. plans to invest up to $150 million in a pesticide and functional chemicals project in Egypt [1] - Huakang Clean is expected to win a bid for the renovation of the second inpatient building at West China Hospital of Sichuan University [1] - YTO Express reported a revenue of 5.755 billion yuan from express products in April, a year-on-year increase of 16.32% [1] - Shentong Express reported a revenue of 4.118 billion yuan from express services in April, a year-on-year increase of 16.39% [1] - Kangping Technology plans to acquire 100% equity of Souluke Electronics for 198 million yuan [1] - Hexing Packaging intends to repurchase shares worth between 50 million to 100 million yuan [1] - Guangxi Media's controlling shareholder and its concerted parties plan to reduce their holdings by no more than 1% [1] - Huading Co., Ltd. plans to reduce its holdings by no more than 3% [1] - Jingu Co., Ltd. received a notification from a leading global new energy vehicle company [1] - Wanrun New Energy signed a business cooperation agreement with CATL, expecting a total supply volume of approximately 1.3231 million tons [1][2] Investment Projects - Huaheng Biological plans to invest 320 million yuan in an "AI Precision Fermentation and Protein Engineering Shared Demonstration Project" [1] Share Buybacks - Kesi Technology plans to repurchase shares worth between 30 million to 50 million yuan [1] - Zhaoxun Media intends to repurchase 1.66% to 3.33% of its shares [2]

6只ST/*ST股将"摘星脱帽"。 Wind统计数据显示，根据上市公司公告，截至发稿，明日（5月20日）将有8只A股复牌。 其中，ST中泰、ST升达等6股均因撤销退市风险警示、其他风险警示而在今日（5月19日）停牌一天， 将自明日复牌，股票代码不变，股票简称均有所变化。 慧博云通和信邦智能则是发布了重大资产重组预案，并宣布复牌。 6股即将"摘星脱帽" 20日复牌 *ST傲农（603363）此前公告，公司股票将自5月20日撤销退市风险警示及其他风险警示并复牌，股票 简称由"*ST傲农"变更为"傲农生物"，股票代码不变。 根据公告，2025年4月28日，容诚会计师事务所（特殊普通合伙）对公司2024年度财务报告出具了标准 无保留意见的审计报告。经审计，截至2024年12月31日，公司期末归属于上市公司股东的净资产为 25.66亿元；2024年度，公司实现营业收入87.63亿元，实现归属于上市公司股东的净利润为5.79亿元。 此外，根据公司《董事会关于2023年度审计报告非标意见涉及事项影响已消除的专项说明》，董事会认 为，公司2023年度审计报告非标意见涉及事项的影响已消除。容诚会计师事务所（特殊普通合伙）于 2 ...