Core Insights - HuiBo YunTong showcased its full-stack technology service capabilities at the Data Centre World Asia exhibition, receiving high recognition from attendees for its presentation on integrating AI with tangible services [1] - The company is transitioning from product output to technology and service output, connecting Chinese technology solutions with global demands, and enhancing its international brand influence [1][2] - HuiBo YunTong has established a global delivery network with branches in 14 countries, providing one-stop solutions for enterprises looking to expand internationally [3] Group 1: Company Developments - HuiBo YunTong presented its core capabilities in software technology services, professional technical services, and product solutions at a provincial sharing event, emphasizing its advancements in large model application development and financial technology [2] - The company focuses on addressing industry pain points and customer needs, providing high-value technical services to various sectors including telecommunications, finance, and automotive [2] - HuiBo YunTong has formed long-term partnerships with numerous Fortune 500 companies, enhancing their global competitive advantage [3] Group 2: Global Strategy - The company employs an innovative model of "technology output + resource collaboration + compliance support" to assist clients in market insights and implementation [3] - HuiBo YunTong offers diverse cooperation models such as on-site, nearshore, offshore, project-based, and turnkey solutions to meet personalized client needs [3] - The company aims to contribute Chinese wisdom and solutions to global digital transformation, aspiring to become an international, professional, and innovative comprehensive digital technology service provider [4]

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：2025-075 慧博云通科技股份有限公司 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。 重要风险提示： （一）慧博云通科技股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日披露 了《慧博云通科技股份有限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》（以下简称"重组预案"）及其摘要，并对本次交易涉及的有关风险因素及尚 需履行的审批程序进行了详细说明，提请广大投资者关注后续进展公告并注意投资风险。 （二）截至本公告披露日，除重组预案中披露的有关风险因素外，公司尚未发现可 能导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方案作出实质性变 更的相关事项，本次交易相关工作正在有序推进中。公司将根据相关事项的进展情况及 时履行信息披露义务。 一、本次交易概述 公司拟以发行股份及支付现金的方式购买乐山高新投资发展（集团）有限公司等 59 名交易对方合计持有的宝德计算机系 ...

Market Overview - The main board led the gains with notable stocks such as Dingxin Communication (+10.04%), Hengwei Technology (+10.02%), and Wangda Software (+10.01%) [1] - The ChiNext board saw significant increases with Jiangbolong (+20.00%) and Online and Offline (+15.08%) [1] - The Sci-Tech Innovation board was led by Dahong Technology (+20.00%) and Pinming Technology (+18.60%) [1] - Active sub-industries included SW Integrated Circuit Testing (+4.44%) and SW Digital Chip Design (+3.11%) [1] Domestic News - Wentai Technology announced a business adjustment due to significant market demand growth, leading to supply tightness and a temporary halt on shipments and price agreements [1] - Gaon Electronics plans to acquire 100% of Ruicheng Chip Micro for 2.174 billion yuan and 45.64% of Nengwei Micro, accelerating its transformation into a one-stop chip design solution platform [1] - TSMC announced its latest partner list for its Open Innovation Platform, with Gaon Electronics recognized for its modeling and simulation technology [1] - United Microelectronics Corporation (UMC) requested suppliers to propose executable price reduction plans exceeding 15%, effective from January 1, 2026 [1] Company Announcements - Yaxin Security received a government subsidy of 1,975,353.58 yuan, categorized as revenue-related [2] - Tuojing Technology announced a plan for shareholders to reduce their holdings by up to 2,811,639 shares, representing 1% of the total share capital [2] - Shida Group reported progress on acquiring assets from its indirect controlling shareholder, with audit and evaluation work completed [2] - Huibo Yuntong completed the transfer of equity in its wholly-owned subsidiary, receiving 60% of the transfer payment, amounting to 48 million yuan [2] International News - Raontech is expanding its supply of AR glasses optical solutions to major partners, integrating reflective waveguides with light engines [3] - Kioxia Holdings expects a 20% annual growth in NAND storage demand due to the expansion of AI data center operators [3] - Wolfspeed successfully completed its financial restructuring, reducing total debt by approximately 70% and extending debt maturity to 2030 [3] - Counterpoint Research indicates that the average selling price of global smartphones is projected to rise from $357 in 2024 to $370 in 2025, reaching $412 by 2029, with a compound annual growth rate of 3% [3]

Group 1 - The company Huibo Yuntong (301316) reported that as of September 19, 2025, the number of shareholders is 34,734 [1]

Core Viewpoint - Recently, Huibo Yuntong (301316) major shareholder Shenhui Holdings has pledged part of its shares and released some previously pledged shares, primarily for the acquisition of 32.0875% of Baode Computing [1] Summary by Relevant Sections - **Share Pledge Details** - A total of 19.11 million shares have been pledged, accounting for 22.35% of Shenhui Holdings' shares and 4.73% of the company's total share capital [1] - Additionally, 8.4 million shares have been released from pledge, representing 9.82% of Shenhui Holdings' shares and 2.08% of the company's total share capital [1] - **Cumulative Pledged Shares** - As of the announcement date, the cumulative pledged shares by Shenhui Holdings and related shareholders amount to 34.21 million shares, which is 8.47% of the company's total share capital [1] - **Risk Management** - The current risk associated with the pledged shares is deemed controllable and will not affect the company's actual control or operations [1] - The company will continue to disclose relevant information regarding the share pledges [1]

慧博云通科技股份有限公司 关于出售全资子公司股权暨关联交易完成交割的进展公告 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。 一、交易概述 慧博云通科技股份有限公司（以下简称"公司"或"上市公司"）分别于2025年8 月26日、2025年9月12日召开了第四届董事会第八次会议及2025年第二次临时股东会， 审议通过了《关于出售全资子公司股权暨关联交易的议案》，公司拟以8,000万元人民币 的交易对价将全资子公司北京慧博云通科技有限公司（以下简称"北京慧博"）100% 股权转让给公司控股股东深圳申晖控股有限公司（以下简称"申晖控股"）。具体内容 请详见公司于2025年8月28日在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于出 售全资子公司股权暨关联交易的公告》（公告编号：2025-063）。 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：2025-073 （一）本次股权交割完成后，公司不再持有北京慧博的股权，北京慧博不再纳入公 司合并报表范围。 （二）本次交易有利于盘活公司存量资产，优化资产 ...

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]