Core Viewpoint - The company, Bee Assistant, has announced its first private placement plan since its listing, aiming to raise no more than 984 million yuan for three major projects, focusing on building a sustainable business model around cloud terminal services and AI hardware [1][2]. Group 1: Fundraising and Project Details - The company plans to issue no more than 57.12 million shares, raising up to 984 million yuan, with over 500 million yuan allocated to the "Cloud Terminal Computing Center Project," which is the centerpiece of this fundraising effort [2][3]. - The Cloud Terminal Computing Center will be built in Maoming City, Guangdong Province, and will include the purchase of land and construction of a digital computing center and supporting facilities [2][3]. - The project aims to reduce costs significantly, with estimated savings of about 60% compared to leasing third-party data centers [3]. Group 2: Business Model and Ecosystem Development - The company is constructing a next-generation intelligent terminal infrastructure platform that integrates cloud terminals, computing power, and AI services [4][5]. - The "IoT Terminal Intelligent Upgrade Project" and "Thin Terminal SoC Chip Technology R&D Project" will help the company capture market entry points by upgrading existing 5G smart terminals and developing low-cost, low-power SoC chips [4][5]. - The SoC chips will be designed to integrate various functionalities, providing a cost-effective solution for AI hardware development, differentiating from general-purpose chips [5][6]. Group 3: Future Vision and Market Strategy - The company envisions a future where individuals may have multiple low-cost, lightweight, screenless devices, addressing the challenge of balancing intelligence and affordability in AI terminals [6]. - The business model will focus on providing SoC chips at low or no cost, with revenue generated from cloud services and computing power subscriptions, creating a "cloud-supported chip" ecosystem [6][7]. - The company aims to transition from a hardware sales model to an ecosystem operation model, emphasizing the importance of ecosystem building in future competition [7].

Core Viewpoint - The company, Fengzhushou (301382), has stated that its private placement plan is part of its long-term strategic planning, indicating a stable operating environment and normal business conditions [1] Group 1 - The company confirmed that there are no undisclosed significant matters that need to be reported [1] - The company will focus on its core business operations to enhance operational efficiency [1]

证券代码：301382 证券简称：蜂助手 公告编号：2025-097 1、本次股东大会无否决或变更议案的情况。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、召开时间： （1）现场会议日期和时间：2025年10月20日（星期一）下午14:30 （2）网络投票日期和时间：2025 年 10 月 20 日 蜂助手股份有限公司 2025年第三次临时股东大会决议公告 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： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年10月20 日9:15-9:25、9:30-11:30、13:00-15:00；通过深圳证券交易所互联网投票系统 投票的具体时间为：2025年10月20日9:15至15:00期间的任意时间。 2、召开地点：广东省广州市天河区黄埔大道660号汇金国际金融中心10楼6 号会议室。 3、召开方式：本次股东大会采用现场表决与网络投票相结合的方式召开。 4、召集人：公司第四届董事会。 5、主持人：董事长罗洪鹏先生。 6、本次会议的召集、召开 ...

北京大成（广州）律师事务所 关于蜂助手股份有限公司 2025 年第三次临时股东大会的 法律意见书 www.dentons.cn 广州市珠江新城珠江东路 6 号广州周大福金融中心 14 层、15 层 Tel.: 86 20 8527 7000/01 Fax: 86 20 8527 7002 北京大成（广州）律师事务所 本所律师根据《股东会规则》第六条的要求，按照律师行业公认的业务标准、 道德规范和勤勉尽责的精神，对本次股东大会所涉及的有关事项和相关文件进行 了必要的核查和验证，出席了本次股东大会。 1 本所假设： 致：蜂助手股份有限公司 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》"）和中国证券监督管理委员会《上市公司 股东会规则（2025 年修订）》（以下简称"《股东会规则》"）等法律、法规和 其他有关规范性文件的要求，北京大成（广州）律师事务所（以下简称"本所"） 接受蜂助手股份有限公司（以下简称"公司"）的委托，指派律师参加公司 2025 年第三次临时股东大会（以下简称"本次股东大会"）。 本所声明：本所律师仅对本次股东大会的召集程序、召开程序、 ...

证券之星消息，10月17日通信服务板块较上一交易日下跌0.35%，蜂助手领跌。当日上证指数报收于 3839.76，下跌1.95%。深证成指报收于12688.94，下跌3.04%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300959 | 线上线下 | 80.43 | 4.63% | 10.80万 | | 8.69Z | | 603550 | ST通脉 | 8.21 | 2.11% | 1.91万 | | 1551.53万 | | 002115 | 三维通信 | 11.59 | 1.85% | 148.59万 | | 17.60亿 | | 301139 | 元道通信 | 20.88 | 1.26% | 9.39万 | | 1.96/Z | | 601728 | 中国电信 | 6.91 | 1.17% | 191.33万 | | 13.20亿 | | 600941 | 中国移动 | 107.93 | 0.11% | 12.27万 | | 13.26 ...

Core Viewpoint - The company is developing a side SoC chip project that aligns well with China Mobile's silver-haired thin terminal products, indicating potential future applications in related terminal devices [1] Company Summary - In the first half of 2025, the company achieved revenue of 983 million yuan, representing a year-on-year growth of 33.83% [1] - The company reported a net profit attributable to shareholders of 76 million yuan, with a year-on-year increase of 5.69% [1] Industry Summary - The company operates within the information services and communication services industry, focusing on the development of technology that caters to specific market segments [1]

关于回购股份的进展公告 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、回购股份的基本情况 蜂助手股份有限公司（以下简称"公司"）于2025年1月13日召开了第四届董 事会第三次会议，审议通过了《关于回购公司股份方案的议案》，同意以公司银行 专项贷款资金、自有资金和/或自筹资金通过集中竞价交易方式回购公司已发行的 部分人民币普通股（A股）股票，本次回购股份将全部用于实施股权激励计划或员 工持股计划。公司拟用于本次回购的资金总额不低于人民币2,500万元且不超过人 民币5,000万元（均含本数），回购的价格不超过人民币42元/股（含本数），具体 回购股份的数量和金额以回购期满时实际回购的股份数量和金额为准。回购期限为 自公司董事会审议通过回购股份方案之日起不超过12个月。具体内容详见公司分别 于2025年1月14日、2025年1月20日在巨潮资讯网（www.cninfo.com.cn）披露的 《蜂助手股份有限公司关于回购公司股份方案暨取得金融机构回购专项贷款承诺函 的公告》（公告编号：2025-002）、《蜂助手股份有限公司回购报告书》（公告编 号：2025 ...

Group 1 - The core business of the company consists of three main segments: digital goods comprehensive operation, IoT traffic operation, and cloud terminal technology and computing power operation [2] - The company plans to raise 984 million yuan through a private placement, which will be allocated to three strategic projects: cloud terminal computing power center, IoT terminal intelligent upgrade, and SoC chip technology research and development [2] - The cloud terminal computing power center project will receive an investment of 550 million yuan, aimed at providing computing power support for B-end customers [2] Group 2 - The company is focusing on developing cloud terminal technology applications, with various scenarios including cloud gaming services and private domain operation for banks [3] - The company aims to develop highly customized SoC chips to address the high costs and redundancy issues faced by AI hardware manufacturers, integrating specialized functions like voice processing [4] - The cloud phone business, a form of cloud terminal technology, is currently being developed in collaboration with major telecom operators, contributing to revenue growth [5] Group 3 - The company is extending AI technology from cloud to edge, participating in ecosystem construction through self-developed SoC chips, and adopting an internet service model for business operations [6]

Group 1: Business Overview - The company operates in three core segments: digital goods operation, IoT traffic operation, and cloud terminal technology [3][4] - The digital goods segment employs a B2B2C model, leveraging upstream supply chain resources and proprietary digital goods trading platforms [3] - The IoT segment focuses on integrated network solutions for various industries, including smart home devices and professional networking equipment [3][4] Group 2: Fundraising and Investment Projects - The company plans to raise CNY 984 million through a private placement, targeting three strategic projects: cloud terminal computing center, IoT terminal smart upgrade, and SoC chip technology development [4][5] - The cloud terminal computing center project has a total investment of CNY 550 million, aimed at enhancing core competitiveness in cloud terminal technology [5] - The IoT terminal smart upgrade project will invest CNY 220 million, focusing on enhancing connectivity, AI technology development, and cloud collaboration [6] Group 3: Technology and Product Development - The SoC chip development project is set to invest CNY 210 million, aiming to create customized chips that integrate specific functionalities to reduce costs for hardware manufacturers [6][8] - The cloud terminal technology is being applied in various B2B scenarios, including cloud gaming and private domain operations, with a focus on enhancing operational efficiency [7][9] - The company is developing a cloud phone service, which is a form of cloud terminal technology, to provide application capabilities rather than merely replacing physical phones [9][10] Group 4: Market Strategy and Future Outlook - The company aims to build a "cloud + terminal" ecosystem by integrating AI technology and cloud models, enhancing user experience through improved collaboration between cloud and edge devices [4][10] - The strategic shift towards AI services and terminal capabilities is expected to position the company as a leading provider of computing services centered around AI [4][10] - The company plans to adopt a light-asset model by empowering hardware through chip development, reducing operational risks while expanding market reach [10]

Core Insights - The Ministry of Industry and Information Technology and other departments have announced 20 cities as the first batch of pilot cities for the "Vehicle-Road-Cloud Integration" application, aiming for large-scale commercialization of smart connected vehicles [1] Group 1: Smart Platform Development - The "Vehicle-Road-Cloud Integration" concept combines intelligent vehicles, smart roads, and cloud computing to enhance data perception and collaborative decision-making in complex scenarios [1] - A new traffic information aggregation platform in Shenzhen has been launched, enabling real-time updates on construction, signage, and incidents to support autonomous driving systems [1] Group 2: Infrastructure Improvement - Cities are proactively developing intelligent road infrastructure to facilitate the integration of smart connected vehicles with urban infrastructure and intelligent traffic systems [3] - In Guangzhou, a new smart city project covers 3.5 square kilometers and aims to optimize traffic flow using AI-based infrastructure management [3] - Wuxi has connected 1,723 traffic signals and installed communication units at 674 locations to enhance vehicle connectivity [2] Group 3: Application Expansion - The "Vehicle-Road-Cloud Integration" technology is being applied in various scenarios, including autonomous shuttles and urban management, enhancing convenience for citizens [7] - In Shenzhen, the first autonomous parking pilot has been implemented, allowing users to navigate vehicles to parking spots via a mobile app [8] - Wuxi is expanding the use of autonomous vehicles beyond public transport to include sanitation, security, and logistics [7]