Core Viewpoint - The IT services sector experienced a significant increase of 2.66% on January 8, with Tianrun Technology leading the gains, while the overall Shanghai Composite Index fell by 0.07% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4082.98, down 0.07% [1]. - The Shenzhen Component Index closed at 13959.48, down 0.51% [1]. - Notable gainers in the IT services sector included: - Tianrun Technology: 22.29% increase, closing at 28.36 with a trading volume of 134,400 shares and a turnover of 366 million [1]. - Aerospace Hongtu: 19.99% increase, closing at 38.11 with a trading volume of 592,400 shares and a turnover of 2.092 billion [1]. - Hand Information: 13.35% increase, closing at 22.67 with a trading volume of 3,000,800 shares and a turnover of 6.683 billion [1]. Group 2: Capital Flow - The IT services sector saw a net inflow of 4.506 billion in main funds, while retail investors experienced a net outflow of 1.283 billion [2][3]. - Major stocks with significant capital flow included: - Yanshan Technology: 10.24 million net inflow from main funds, with a 5.39% share of the total [3]. - Hand Information: 8.22 million net inflow from main funds, with a 12.29% share of the total [3]. - Aerospace Information: 5.55 million net inflow from main funds, with a 25.11% share of the total [3].

Group 1 - The core viewpoint of the news highlights the positive performance of the Yongying AI ETF (159141), which rose by 0.85%, marking its fourth consecutive increase, driven by significant gains in constituent stocks such as Huibo Yuntong (301316) up 9.48%, Cambrian (688256) up 4.31%, and Chipone (688521) up 4.24% [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for key AI technologies to achieve secure and reliable supply by 2027, with the industry scale and empowerment level remaining among the world's top [1] - The plan includes promoting 3 to 5 general large models in deep applications within the manufacturing sector, creating 100 high-quality industrial data sets, and establishing 500 typical application scenarios, alongside nurturing 2 to 3 globally influential leading enterprises and a number of specialized small and medium enterprises [1] Group 2 - Dongxing Securities believes that the AI industry is currently in a phase of three-dimensional resonance involving policy, technology, and demand, with the "Artificial Intelligence +" initiative providing top-down policy support and potential funding, leading to increased certainty in industry development [1] - The AI industry's prosperity is expected to continue rising, maintaining its mainline position in the technology investment sector, which is difficult to disrupt [1] - The Yongying AI ETF (159141) is the first of its kind in the market, focusing on core targets in the AI industry chain across the Sci-Tech Innovation Board and the Growth Enterprise Market, with over 78% of its allocation in AI chips, optical modules, and cloud computing [2]

Group 1 - The core viewpoint of the news highlights the financial performance and trading activities of Huibo Yuntong, indicating a decline in stock price and significant trading volume on December 31 [1] - As of December 31, Huibo Yuntong's financing balance reached 11.56 billion yuan, with a net financing purchase of 135.24 million yuan for the day, reflecting a high level of financing activity [1] - The company reported a revenue of 1.621 billion yuan for the period from January to September 2025, representing a year-on-year growth of 34.31%, and a net profit attributable to shareholders of 74.09 million yuan, up 94.05% year-on-year [2] Group 2 - Huibo Yuntong has distributed a total of 96.32 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the company had 29,400 shareholders, with an average of 13,596 circulating shares per shareholder, indicating a slight increase in individual shareholding [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest with 2.5144 million shares, marking its entry as a new shareholder [3]

Group 1 - The stock of Huibo Yuntong increased by 3.39%, closing at 45.80 yuan, with a significant block trade of 158,000 shares totaling 5.7133 million yuan [1] - The first transaction price was 36.16 yuan for 158,000 shares, resulting in a transaction amount of 5.7133 million yuan, with a premium rate of -21.05% [1] - The buyer was Shenwan Hongyuan Securities Co., Ltd. Guangdong Branch, and the seller was CITIC Securities South China Co., Ltd. Guangdong Branch [1] Group 2 - In the last three months, the stock has recorded five block trades with a total transaction amount of 185 million yuan [1] - Over the past five trading days, the stock has risen by 1.76%, while the net outflow of main funds totaled 82.5693 million yuan [1]

证券日报网讯12月29日，慧博云通（301316）在互动平台回答投资者提问时表示，截至2025年12月19 日，公司股东户数为29420户。 ...

Group 1 - The core idea of the articles revolves around the return of entrepreneurs from urban areas to their hometowns, particularly in Xinyang, to invest in local industries and create job opportunities, showcasing a trend of "returning economy" [1][11][12] - The construction of the Huibo Yuntong Big Data Industrial Park in Luoshan County is highlighted, which will serve as an AI data labeling base accommodating 7,000 people, emphasizing the region's potential in the AI sector [1] - The success stories of entrepreneurs like Yu Hao and Zhang Chuanwei illustrate how individuals from Xinyang have leveraged their experiences and resources gained from urban areas to contribute to local economic development [3][5][9] Group 2 - Xinyang has over 300,000 residents working in economically developed regions, primarily in industries such as circular economy, textile processing, and electronic information, indicating a significant outflow of talent [3][11] - The local government has implemented supportive policies to encourage returning entrepreneurs, including financial support, tax reductions, and streamlined administrative processes, fostering a conducive environment for business growth [8][10] - Companies like Gumei Optoelectronics have successfully established operations in Xinyang, demonstrating the effectiveness of the local business environment and the rapid growth potential for returning enterprises [9]

（文章来源：证券日报） 证券日报网讯 12月18日，慧博云通在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东户数为29902户。 ...

北京市金杜律师事务所上海分所 关于慧博云通科技股份有限公司 2025 年第三次临时股东会 之法律意见书 致：慧博云通科技股份有限公司 北京市金杜律师事务所上海分所（以下简称本所）接受慧博云通科技股份 有限公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管理 委员会《上市公司股东会规则》（以下简称《股东会规则》）等中华人民共和国 境内（以下简称中国境内，为本法律意见书之目的，不包括中国香港特别行政 区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法规、规章和 规范性文件和现行有效的公司章程有关规定，指派律师出席了公司于 2025 年 12 月 15 日召开的 2025 年第三次临时股东会（以下简称本次股东会），并就本 次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 1 1. 经公司 2025 年第二次临时股东会审议通过的《慧博云通科技股份有限 公司章程》（以下简称《公司章程》）； 2. 公司 2025 年 10 月 31 日刊登于巨潮资讯网及深圳证券交易 ...

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年第三次临时股东会决议公告 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： （一）本次股东会不存在否决议案的情形； 证券代码：301316 证券简称：慧博云通 公告编号：2025-101 （二）本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召集人：公司董事会 （四）会议召开时间： 1、现场会议召开时间：2025 年 12 月 15 日（星期一）14:30 2、网络投票时间：2025 年 12 月 15 日（星期一） 其中通过深圳证券交易所交易系统进行网络投票的时间为：2025年12月15日 9:15—9:25，9:30—11:30和13:00—15:00； 通过深圳证券交易所互联网系统投票的具体时间为：2025年12月15日9:15—15:00期 间的任意时间。 （五）召开地点：浙江省杭州市余杭区仓前街道欧美金融城2幢33层公司会议室 （六）本次股东会的召集、召开及表决方式符合《中华人民共和国公司法》《上市 公司股东会规则》《深圳证券交易所创业板股 ...

Group 1 - The A-share market indices experienced a decline, with the Shenzhen Component Index and the ChiNext Index both falling over 1%. The dairy, retail, and insurance sectors were active, while the film and cinema sector adjusted [1] - IDC's recent report highlighted Huawei Cloud's outstanding performance in six core dimensions of hybrid cloud DevOps platform technology assessment, achieving full marks in five categories. The report emphasizes that hybrid cloud-based DevOps platforms are crucial for enterprises to manage the entire software lifecycle and integrate AI application development with intelligent operations [1] - Huawei Cloud's CodeArts, leveraging over 20 years of R&D experience, enhances compilation and construction speed by 10 times and overall software development efficiency by 40% [1] Group 2 - Guotai Junan Securities noted that AI empowerment in the software industry is opening up significant market opportunities, predicting that software giants with complete "AI application platforms" will thrive by 2025 [2] - Stifel's 2025 market outlook indicates that the monetization of artificial intelligence is becoming smoother, and with the Federal Reserve's interest rate cuts, companies like Microsoft, ServiceNow, and Datadog, which possess comprehensive "AI application platforms," are expected to flourish [2] - The software industry can create a more comprehensive and intelligent business operation system through AI and data integration [2]