Core Viewpoint - The article highlights a significant shift in the AI industry following the Trump administration's decision to revoke Biden's AI diffusion rules, which is expected to impact the AI chip market and domestic AI development in China [3][4]. Group 1: Policy Changes - Trump has canceled Biden's AI diffusion rules, which aimed to regulate AI chip exports by categorizing countries into three tiers [3]. - The new measures announced by the U.S. Department of Commerce focus on controlling AI chip exports and large model training, ensuring the U.S. maintains its leadership in AI innovation [3][4]. Group 2: Market Reactions - Following the policy changes, domestic computing power stocks surged, with notable gains in companies like Lian Technology and Hongjing Technology [1]. - Nvidia's stock rose significantly after announcing the provision of 18,000 AI GPUs to Saudi Arabia's state AI company, Humain [1][3]. Group 3: Industry Implications - The new U.S. policies are expected to accelerate the domestic replacement of AI chips in China, as companies may seek alternatives to U.S. products due to export uncertainties [4]. - The demand for AI computing power is increasing, as evidenced by Humain's plans to procure a large number of Nvidia chips for a super-scale computing center in Saudi Arabia [4]. Group 4: Investment Outlook - Industry analysts suggest that the capital expenditure in cloud-side AI remains strong, with major companies like Meta, Microsoft, and Amazon increasing their investments in AI data centers and related infrastructure [5]. - Despite short-term trading challenges, the long-term outlook for quality investments in the computing power sector remains positive [6].

换手率最高的是鑫磊股份，该股今日收盘涨停，全天换手率57.32%，成交额8.79亿元；其次是宏工科 技，该股今日收盘下跌0.62%，全天换手率44.87%，成交额4.31亿元；换手率居前的还有宏景科技、拓 斯达、华伍股份等，换手率分别为38.67%、38.36%、36.50%。 从市场表现看，高换手率股中，今日上涨的有25只，酷特智能、长华化学、鑫磊股份等收盘涨停，跌幅 居前的有华伍股份、晨曦航空、昆船智能等，分别下跌11.88%、8.80%、6.62%。 分行业看，今日换手率超20%的个股中，所属机械设备、基础化工等行业个股最多，均有6只个股上 榜。 交易所公开信息显示，今日高换手率创业板股共有7只上榜龙虎榜，买卖居前营业部中，有7股出现机构 身影，拓斯达有2家机构专用席位上榜，合计净买入8899.13万元，酷特智能有2家机构专用席位上榜， 合计净买入4181.11万元，宏景科技有4家机构专用席位上榜，合计净买入2036.47万元，华伍股份有4家 机构专用席位上榜，合计净买入1857.65万元，宏工科技有3家机构专用席位上榜，合计净买入1107.74万 元，深股通现身1股龙虎榜，拓斯达获深股通净买入1855 ...

5月13日涨停分析 今日共48股涨停，连板股总数11只，19股封板未遂，封板率为71%（不含ST股、退市股）。焦点股方面，军工板块成飞集成、利君股份、天箭科技均晋级5 连板，化工股红墙股份16天10板，高外销占比的华纺股份反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宝馨科技 | 6天4板 | 9.93% | 09:42 | 机器人+光 | | 002514 | | | | 伏 | | 百达精工 | 4天3板 | 9.98% | 14:10 | 压缩机+光 | | 603331 | | | | 伏 | | 鑫磊股份 | 4天2板 | 20.00% | 14:22 | 压缩机+光 | | 301317 | | | | 伏 | | 集泰股份 | 首板 | 9.97% | 09:36 | 光伏+有机 | | 002909 | | | | 硅 | | 欧晶科技 | 首板 | 9.98% | 09:41 | 光伏+半导 | | 001269 | | | | 体 | | 泉运通 | 首板 | 10.14% | ...

今日焦点中国中车：近期签订合计547.4亿元重大合同 中国中车公告称，公司及下属企业于近期（主要为2024年12月至2025年5月）签订了若干项重大合同， 合计金额约547.4亿元人民币。主要合同包括城市轨道车辆、设备销售及维保合同，动车组销售合同， 动车组高级修合同，风电设备销售合同和储能设备销售合同，机车销售合同以及货车修理合同。上述合 同总金额约占公司中国会计准则下2024年营业收入的22.2%。 阳光诺和：拟购买朗研生命100%股权，股票明日复牌 南方财经5月12日电，阳光诺和(688621.SH)公告称，公司拟通过发行股份及可转换公司债券购买资产并 募集配套资金，购买利虔、朗颐投资等38名朗研生命股东持有的朗研生命100%股权。并向不超过35名 特定投资者发行股份募集配套资金。朗研生命专注于高端化学药及原料药的研发、生产和销售，并对外 提供药品生产服务，在高端化学药、原料药等领域深耕多年，已经形成了较为成熟的医药生产体系。公 司股票将于5月13日开市起复牌。 沃尔核材：筹划发行H股股票并申请在香港联交所主板上市 沃尔核材公告称，公司拟发行H股股票并申请在香港联交所主板挂牌上市，以推进国际化战略，提升 ...

Company Announcements - Zhaowei Electromechanical plans to reduce its shareholding by no more than 1.5%, equating to approximately 3.6 million shares [1] - China CNR Corporation has signed several major contracts totaling approximately 54.74 billion yuan, representing about 22.2% of its expected revenue for 2024 [2] - Yunnan Copper is planning to acquire a 40% stake in Liangshan Mining, leading to a temporary suspension of its stock [2] - Sunshine Nuohua intends to acquire 100% of Langyan Life, with its stock set to resume trading [3] - Wolong Materials is planning to issue H-shares and apply for a listing on the Hong Kong Stock Exchange [3] - Hanyu Pharmaceutical has signed a joint development agreement for a novel peptide drug targeting metabolic diseases [3] - Lijun Co. confirms that its operations are normal and there are no undisclosed significant matters [3] Investments & Acquisitions - China Medical plans to acquire 100% of Jinsui Technology for 302 million yuan [4] - Shuangyi Technology intends to acquire 100% of Marky Industries for 18 million AUD, along with specific assets [5] Strategic Partnerships - Sileck has signed a strategic cooperation agreement with Lihua Power for the development of large cylindrical batteries [6] - Hongchang Technology plans to invest 15 million yuan in a humanoid robot industry chain company [7] - Macroview Technology is establishing a wholly-owned subsidiary focused on artificial intelligence [8] - Yihua Jiaye has signed a strategic cooperation framework agreement with Hanyu Pharmaceutical and Hanyu Health to develop a sleep health ecosystem [9] - Wanda Film is investing in Lezi Tiancheng and will engage in strategic cooperation in IP toy product development [10] Shareholding Changes - Tiandi Online's controlling shareholder is transferring 6.97% of its shares to introduce a strategic investor [12] - Longjiang Transportation plans to reduce its shareholding by no more than 3% [13] - Boyun New Materials intends to reduce its shareholding by no more than 3% [14] - Tongrun Equipment's major shareholder plans to reduce its stake by no more than 2% [15] Financing & Capital Increase - Tangyuan Electric plans to raise no more than 864 million yuan through a private placement [16] - Shangsheng Electronics intends to issue convertible bonds to raise up to 330 million yuan [17] Other Developments - Xianju Pharmaceutical has obtained a domestic production registration certificate for Dydrogesterone tablets [18] - Rongchang Bio has received a clinical trial application acceptance notice for its antibody-drug conjugate RC278 [19] - Jiangsu Leili's subsidiary Dingzhi Technology is implementing a stock incentive plan [20]

宏景科技(301396.SZ)公告称，公司根据整体战略发展和业务扩展需要，以自有资金1000万元设立全资 子公司深圳数字纵横科技有限公司。经营范围包括： 人工智能硬件销售；人工智能双创服务平台；人 工智能公共服务平台技术咨询服务；人工智能应用 软件开发；人工智能通用应用系统；人工智能基础 软件开发等。 ...

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。 证券代码：301396 证券简称：宏景科技 公告编号：2025-032 宏景科技股份有限公司 关于设立全资子公司并完成工商注册登记的公告 一、概述 宏景科技股份有限公司（以下简称"公司"）根据整体战略发展和业务扩 展需要，以自有资金 1000 万元设立全资子公司深圳数字纵横科技有限公司（以 下简称"数字纵横"）。根据《深圳证券交易所创业板股票上市规则》《深圳 证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》及 《公司章程》等有关规定，本次设立全资子公司无需提交董事会或股东大会审 议。 本次设立全资子公司不构成关联交易，亦不构成《上市公司重大资产重组 管理办法》规定的重大资产重组。 法定代表人：欧阳华 注册资本：壹仟万元整 住所：深圳市宝安区新安街道兴东社区 69 区洪浪北二路 26 号信义领御研 发中心 8 栋 812 二、本次设立全资子公司的基本情况 近日，数字纵横已完成工商注册登记，并取得了深圳市市场监督管理局下 发的《营业执照》，有关内容具体如下： 企业名称：深圳数字纵横科技有限公司 统 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-031 宏景科技股份有限公司 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、具体情况 宏景科技股份有限公司（以下简称"公司"）于 2024 年 5 月 11 日召开第 三届董事会第十三次会议、第三届监事会第十二次会议，审议通过了《关于使 用部分闲置募集资金暂时补充流动资金的议案》，同意公司在保证募集资金使 用计划正常实施的前提下，使用不超过人民币 10,000 万元闲置募集资金暂时补 充流动资金，使用期限自董事会审议通过之日起不超过 12 个月，公司将随时根 据募集资金投资项目的进展及需求情况及时将暂时补流的募集资金归还至募集 资金专 用账 户。具 体内容 详见 公司 2024 年 5 月 13 日在巨潮资 讯网 （www.cninfo.com.cn）披露的《关于使用部分闲置募集资金暂时补充流动资金 的公告》（公告编号：2024-021）。 2024 年 12 月 30 日，公司将前述用于暂时补充流动资金的部分闲置募集资 金 5,000 万元提前归还至募集资金专用账户，并将上述募集资金的归还 ...

Group 1 - Shenzhen Digital Zongheng Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company is involved in various services including information system integration, IT consulting, data processing, and artificial intelligence applications [1] - The legal representative of the company is Ouyang Hua, and it is wholly owned by Hongjing Technology [1] Group 2 - The company's business scope includes 5G communication technology services, digital cultural creative content application services, and cloud computing equipment sales [1] - The company also engages in the sale of various technological and security equipment, including IoT devices and network security software [1] - The establishment of this company reflects the growing trend and demand for digital technology and AI solutions in the market [1]

Financial Performance - In 2024, the company achieved operating revenue of CNY 6.58 billion, with a net profit of CNY 21.65 million, representing a year-on-year increase of 334.14% [1][6] - The company reported a significant increase in orders, with a total of CNY 23.17 billion in hand, reflecting a 113% year-on-year growth [5][11] - For Q1 2025, the company recorded operating revenue of CNY 4.89 billion, a staggering year-on-year growth of 958.26% [1][8] Research and Development - The company maintained a high level of R&D investment, with 159 R&D personnel accounting for 34% of the workforce and R&D expenditure of CNY 54.81 million, up 7.74% year-on-year [1][2] - R&D investment accounted for 8.33% of revenue, showing a year-on-year increase of 1.73% [2] Business Strategy and Market Position - The company focuses on smart city development, leveraging computing power services and AGI application scenarios to enhance industry applications [3][4] - The integration of computing power services with smart city initiatives is expected to drive high-quality development and digital transformation for clients [4][12] - The company aims to explore overseas markets, particularly in Southeast Asia, through its Hong Kong subsidiary, although risks and uncertainties remain [7][10] Cash Flow and Financial Management - In 2024, the company reported a net cash flow from operating activities of CNY 37.85 million, a year-on-year increase of 298.81% [6][16] - The company is actively improving accounts receivable management by enhancing collection efforts and maintaining effective communication with clients [8][10] Future Outlook - The company anticipates continued growth in computing power services, driven by the rapid development of AI technologies and the expansion of application scenarios [5][8] - The company has signed significant contracts totaling CNY 28.9 billion since the end of 2024, indicating strong market recognition and potential for future revenue growth [6][11] Profit Distribution - The proposed profit distribution plan for 2024 includes a cash dividend of CNY 0.50 per 10 shares and a capital increase of 4 shares for every 10 shares held, aligning with the company's growth strategy and investor interests [6][19]