Group 1 - Baiyunshan received drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, indicating its entry into the erectile dysfunction treatment market [1] - Huayin Power plans to invest approximately 1.398 billion yuan in three renewable energy projects with a total installed capacity of 230 MW [2] - GAC Group reported a 24.8% year-on-year decline in May automobile sales, with total sales of 117,700 units [3] Group 2 - Honghui Fruits and Vegetables announced a potential change in control due to share transfer negotiations, leading to a temporary suspension of its stock and convertible bonds [4] - Fuyuan Pharmaceutical's subsidiary received a drug registration certificate for Bromhexine Hydrochloride oral solution, aimed at treating respiratory diseases [5][6] - Jianghan New Materials plans to repurchase shares worth 200 million to 400 million yuan, with a maximum price of 30 yuan per share [7][8] Group 3 - Sinan Navigation received an administrative regulatory decision from the Shanghai Securities Regulatory Bureau due to multiple issues in its 2024 annual report [9][10] - Hesheng Co. received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [11] - Daqin Railway reported a 1.85% year-on-year decrease in cargo transportation volume in May, totaling 32.96 million tons [13] Group 4 - Ningbo Construction's subsidiary won a design and construction project with a bid of 787 million yuan [14] - Yuehongyuan A announced the termination of a major asset restructuring plan due to failure to reach an agreement on key terms [15][16] - Mingyang Smart Energy reached a 190 million yuan repurchase agreement with Haiji New Energy [18] Group 5 - CNE Group's subsidiary plans to reduce registered capital from 430 million yuan to 330 million yuan [19] - ST Baili received an administrative penalty for failing to disclose non-operating fund occupation matters, resulting in a fine of 4 million yuan [21] - Baichuan Co. completed the repurchase of a 7.14% stake in its subsidiary for 50 million yuan [22] Group 6 - Dongrui Co. reported May sales of 155,400 pigs, generating revenue of 203 million yuan, a decrease of 8.77% month-on-month [25][26] - Pengding Holdings reported a 22.43% year-on-year increase in May consolidated revenue, totaling 2.598 billion yuan [27] - Dabeinong reported May sales of 727,600 pigs, with total revenue of 1.248 billion yuan [28] Group 7 - Lihua Co. reported a 4.77% year-on-year decrease in May chicken sales revenue, totaling 1.118 billion yuan [29][30] - Jindan Technology plans to use up to 300 million yuan of idle funds for entrusted wealth management [31] - Youxunda won a project from the State Grid worth approximately 176 million yuan [33][34] Group 8 - Shenglan Co. received approval for its convertible bond issuance from the Shenzhen Stock Exchange [35][36] - Jingfang Technology's shareholder plans to reduce holdings by up to 2% of the company's shares [37] - Shiji Information's subsidiary signed a significant contract with Marriott for cloud services [39] Group 9 - Northeast Securities' subsidiary plans to terminate its listing on the New Third Board [40] - Yaji International's supervisor is under investigation for insider trading [42][43] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology [44] Group 10 - Jinyu Group's subsidiary acquired a real estate project for 3.364 billion yuan [46][47] - Kaiweite's major shareholder plans to reduce holdings by up to 3% of the company's shares [48] - Ningbo Energy's subsidiary plans to publicly transfer fixed assets valued at approximately 17.4372 million yuan [49]

Core Viewpoint - The company plans to establish a joint venture, Shenzhen Hongjing Zongheng Technology Co., Ltd., with related party Xu Chi and other non-related parties, with a registered capital of 100 million yuan [1] Group 1: Investment Details - Hongjing Technology will contribute 55 million yuan, holding 55% of the equity [1] - Xu Chi will invest 20 million yuan, acquiring 20% of the equity [1] - Other non-related parties, including Rao Guoyi, Luo Faqiang, and Ma Siyu, will invest 15 million yuan, 8 million yuan, and 2 million yuan respectively, holding 15%, 8%, and 2% of the equity [1] Group 2: Financial Implications - The joint venture will be included in the consolidated financial statements of Hongjing Technology [1]

股票简称：宏景科技 股票代码：301396 公告编号：2025-042 一、对外投资暨关联交易概述 宏景科技股份有限公司 关于与关联方共同投资设立合资公司暨关联交易的公告 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）对外投资暨关联交易事项 根据公司发展战略及业务需要，公司拟与关联方许驰女士及其他非关联方共 同出资设立深圳宏景纵横科技有限公司（暂定名，最终以当地市场监督管理部门 核准名称为准，以下简称"宏景纵横"、"合资公司"、"目标公司"），合资公司 注册资本拟为 10,000 万元人民币，其中，公司拟以自有资金出资 5,500 万元，占 注册资本的 55%，本次投资完成后，合资公司将纳入公司合并报表范围。 宏景科技股份有限公司（以下简称"公司"）于 2025 年 6 月 5 日召开第四届 董事会第七次会议、第四届监事会第七次会议，审议通过了《关于与关联方共同 投资设立合资公司暨关联交易的议案》，具体内容如下： 二、关联方基本情况 （二）关联关系说明 本次共同投资方之一许驰女士担任公司董事、副总经理，是公司的关联自然 人，根据《深圳证券交易所创业板股 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-041 二、监事会会议审议情况 经与会监事认真讨论，审议并通过如下事项： 审议通过《关于与关联方共同投资设立合资公司暨关联交易的议案》 宏景科技股份有限公司 第四届监事会第七次会议决议公告 本公司及监事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、监事会会议召开情况 宏景科技股份有限公司（以下简称"公司"）第四届监事会第七次会议通知 于 2025 年 6 月 2 日以通讯方式送达各位监事。会议于 2025 年 6 月 5 日以现场会 议的方式在公司会议室召开。本次会议应出席监事 3 人，实际出席监事 3 人。会 议由监事会主席熊俊辉先生召集并主持。本次会议的召开符合《中华人民共和国 公司法》《公司章程》《监事会议事规则》等有关法律、法规、规范性文件的规 定，程序合法。 经审核，监事会认为：公司本次与关联方共同投资暨关联交易事项有利于提 高公司的经营情况，增强公司的长期可持续发展能力，优化公司的长期发展战略。 不存在影响公司正常经营和业务独立性的情况，不存在损害公司和全体股东利益 的情况。 具体内容详见公司同日 ...

华兴证券有限公司 关于宏景科技股份有限公司与关联方共同投资 设立合资公司暨关联交易的核查意见 华兴证券有限公司（以下简称"华兴证券"或"保荐机构"）作为宏景科技股份 有限公司（以下简称"宏景科技"或"公司"）首次公开发行并在创业板上市的保荐 机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务》《深圳证券交易所创业板股票上市规则（2025 年修订）》《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（2025 年修订）》等有关法律法规和规范性文件的要求，对公司与关联 方共同投资设立合资公司暨关联交易事项进行了审慎核查，核查情况及核查意见 如下： 一、对外投资暨关联交易概述 本次交易事项构成关联交易，但不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。根据《公司法》《深圳证券交易所创业板股票上市规则》 及《公司章程》等相关规定，本次交易事项无需提交公司股东大会审议。 二、关联方基本情况 （一）对外投资暨关联交易事项 根据公司发展战略及业务需要，公司拟与关联方许驰女士及其他非关联方共 同出资设立深圳宏景纵横科技有限公司（暂定名， ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-043 宏景科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 统一社会信用代码：91440101618097617B 类型：其他股份有限公司（上市） 住所：广州市黄埔区映日路111号 法定代表人：欧阳华 注册资本：壹亿伍仟叁佰伍拾壹万柒仟伍佰肆拾柒元（人民币） 成立日期：1997年03月07日 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。 宏景科技股份有限公司（以下简称"公司"）于2025年4月23日召开第四届董 事会第四次会议，2025年5月14日召开2024年年度股东大会，审议通过《关于变更 注册资本、修订<公司章程>并办理工商变更登记的议案》，具体内容详见公司于 2025年4月24日刊登在巨潮资讯网（http://www.cninfo.com.cn）上的《关于变更注 册资本、修订<公司章程>并办理工商变更登记的公告》（公告编号：2025-027）。 一、工商变更登记情况 近日，公司已完成上述工商变更登记及变更后《公司章程》的备案手续，并 取得了广州市市场监督管理局换发的《营业执照 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-040 宏景科技股份有限公司 经与会董事认真讨论，审议并通过如下事项： 审议通过《关于与关联方共同投资设立合资公司暨关联交易的议案》 根据公司发展战略及业务需要，公司拟与关联方许驰女士及其他非关联方共 同出资设立合资公司，合资公司注册资本拟为 10,000 万元，其中，公司拟以自 有资金出资 5,500 万元，占注册资本的 55%，本次投资完成后，合资公司将纳入 公司合并报表范围。 本议案已经董事会审计委员会审议通过、独立董事专门会议审议通过。保荐 机构出具了核查意见。 具体内容详见公司同日刊登在巨潮资讯网（http://www.cninfo.com.cn）上的 《关于与关联方共同投资设立合资公司暨关联交易的公告》。 表决结果：同意 4 票；反对 0 票；弃权 0 票。 第四届董事会第七次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 宏景科技股份有限公司（以下简称"公司"）第四届董事会第七次会议通知于 2025 年 6 月 2 日以通讯方式送达各位董事。会议于 2 ...

Investment Rating - The report suggests a positive outlook for the home appliance industry, indicating strong growth potential in both domestic and emerging markets [4][54]. Core Insights - In April, home appliance exports showed a mixed performance, with a slight increase in quantity (+1.5%) but a decrease in value (-1.7%). Notably, air conditioner exports rose significantly by 14.5% [11][13]. - Emerging markets, particularly Southeast Asia and Africa, demonstrated robust growth in appliance exports, with increases of 70% and 43% respectively [13][16]. - The domestic air conditioner production is expected to increase by 35% in June 2025, driven by improved consumer confidence and government policies [21][23]. Summary by Sections 1. Export Performance - In April, air conditioner exports reached 10.68 million units, a year-on-year increase of 14.5%, while refrigerator exports slightly declined by 0.7% [11][12]. - Southeast Asia and Africa led the growth in appliance exports, with significant increases in export values [13][14]. 2. Production Insights - Air conditioner production in June 2025 is projected at 20.75 million units, a 17% increase year-on-year, with domestic production up by 35.4% [21][23]. - Factors contributing to this growth include enhanced retail market dynamics and government incentives [23]. 3. Market Trends - The home appliance retail sector has maintained high growth, supported by domestic demand and favorable government policies [4][54]. - The report emphasizes the importance of focusing on domestic demand and subsidy-driven growth opportunities in the white goods sector [4][54]. 4. Investment Recommendations - The report recommends focusing on three main lines: domestic demand and subsidies, structural upgrades in the black goods sector, and opportunities in small appliances [4][54].

Core Viewpoint - Hongjing Technology (301396.SZ) has secured a significant contract for computing power services, totaling 597 million yuan (including tax), marking a continued expansion in its computing power business since 2023 [1][2]. Group 1: Contract Details - The recent contract with Company Y is for a duration of five years and includes the provision of servers, network support services, and computing power services [2][4]. - Since the beginning of 2025, Hongjing Technology has announced a total of seven major contracts, with a cumulative value of 2.75 billion yuan [5]. Group 2: Financial Performance - In 2024, the revenue from the computing power service business reached 466 million yuan, a year-on-year increase of 302.38%, accounting for 70.80% of total revenue [6]. - For Q1 2025, the company reported a revenue of 489 million yuan, a staggering year-on-year increase of 958.26%, with a net profit of 21.65 million yuan, marking a return to profitability [7]. Group 3: Market Performance - Since the beginning of 2025, Hongjing Technology's stock price has shown an upward trend, with a year-to-date increase of approximately 216% [8].

Core Viewpoint - The company, Hongjing Technology, has signed a significant service contract with a mysterious entity referred to as "Company Y," which is expected to positively impact its performance in the computing power sector [1][2]. Group 1: Contract Details - Hongjing Technology announced a service contract with "Company Y" totaling 5.97 billion yuan (including tax) for a duration of five years [1][2]. - The contract involves providing servers, network integration services, necessary server modifications, and computing power services, with monthly payments for the service fees [2]. - This contract is part of the company's regular business operations and does not require board or shareholder approval, nor does it constitute a related party transaction or a major asset restructuring [2]. Group 2: Business Impact - The signing of this contract is seen as a market validation of Hongjing Technology's capabilities in computing power services and customer support, marking the beginning of a larger strategic collaboration [2]. - If the contract is executed smoothly, it is expected to have a positive impact on the company's operational performance [2]. Group 3: Previous Orders and Total Value - "Company Y" has been a recurring client for Hongjing Technology, with previous contracts signed in March and April, totaling over 21 billion yuan in orders since October of the previous year [4][5]. - The first large order from "Company Y" was disclosed on March 12, amounting to 7.21 billion yuan, followed by additional contracts of 5.63 billion yuan and 2.35 billion yuan [4][5]. Group 4: Strategic Expansion - Hongjing Technology is deepening its computing power layout and expanding into the artificial intelligence industry, aiming to support high-performance computing and AI training through a unified computing power pool [3]. - The company has also established a wholly-owned subsidiary, Shenzhen Zhijuxinghe Technology Co., Ltd., focusing on artificial intelligence hardware sales and related services [3].