证券代码：301486 证券简称：致尚科技 公告编号：2025-040 计乐宇先生持有公司股份 6,912,000 股（占公司总股本的 5.3714%，占剔除 公司回购专用账户持股数量 1,267,300 股后的总股本的 5.4248%），上述股份为 公司首次公开发行前取得，该部分股份于 2025 年 1 月 10 日解除限售上市流通， 具体内容详见公司于 2025 年 1 月 7 日披露于巨潮资讯网（www.cninfo.com.cn） 的《关于部分首次公开发行前已发行股份上市流通的提示性公告》（公告编号： 2025-001）。 深圳市致尚科技股份有限公司 关于持股 5%以上股东、董事及特定股东减持股份的 预披露公告 公司持股 5%以上股东、董事计乐宇先生、5%以上股东计乐强先生、计乐贤 先生及特定股东计献辉先生保证向本公司提供的信息内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、深圳市致尚科技股份有限公司（以下简称"公司"）持股 5%以上股东、董 事计乐宇先生及其亲属拟减持持有的公司股份，亲属关系如下： 计乐 ...

Group 1 - The overall market view indicates that the impact of overseas tariffs is weakening, and the A-share market is expected to experience fluctuations upward, with a focus on growth rebounds [3][11][15] - The banking sector's quarterly reports fell short of expectations, raising concerns about the sustainability of dividends, leading to a rapid disbanding of bank stock groups [3][15] - The report highlights the active performance of technology growth themes, particularly in sectors like AI, robotics, and autonomous driving, while emphasizing the importance of self-controllable industries such as semiconductors and military technology [3][15] Group 2 - The report lists the top ten stocks for May, including companies from various sectors such as electronics, AI, media, and automotive, with no specific ranking [4][10] - The electronic sector includes Zhishang Technology and Xingchen Technology, both showing significant revenue growth driven by market demand and technological advancements [17][20] - The computer & AI & internet sector features Mai Xinlin, which has seen rapid revenue growth due to its comprehensive computing services and strategic partnerships in the AI field [24][27] Group 3 - The media and new consumption sector includes Yaoji Technology, which is focusing on revitalizing its core businesses and leveraging AI to enhance its gaming and marketing services [34][36] - The small and mid-cap sector features Weike Technology, which reported robust revenue growth and is expanding its overseas production capacity [38][39] - The automotive sector highlights Rongtai Co., which is solidifying its position as a leader in steering systems and expanding into the humanoid robotics market [42][45] Group 4 - The electric power equipment sector includes Landai Technology, which has turned profitable with significant growth in its new energy transmission business [47][50] - The pharmaceutical sector features Yipin Hong, which is facing challenges with declining revenues and profits, indicating a need for strategic adjustments [51]

Group 1: Company Overview - The company focuses on precision electronic components, primarily in consumer electronics, optical communication products, and automation equipment [2] - Major products include game console components, optical connectors, electronic connectors, and automation equipment, serving various sectors such as consumer electronics and industrial automation [2] Group 2: Financial Performance - In 2024, the company's total revenue was ¥974,165,757.63, representing a 94.07% increase from the previous year [4] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was ¥64,948,076.53, a slight increase of 0.21% year-on-year [4] - In Q1 2025, revenue reached ¥266,132,095.16, up 52.54% compared to the same period last year [4] - The net profit for Q1 2025 was ¥22,716,190.03, reflecting a significant growth of 74.61% year-on-year [4] Group 3: Impact of Tariff Policies - The company reports that the impact of the U.S. tariff increase is limited, as some game console components are delivered to domestic bonded zones and not as complete units [5] - The company has established a production base in Vietnam for optical communication products to mitigate international trade risks [5] Group 4: Optical Communication Products - The main optical communication products include a wide range of optical fiber connectors, such as MTP/MPO fiber jumpers and high-density fiber jumpers [6] - The company has two production bases in Vietnam for optical fiber connectors, with one currently at full capacity and the other ramping up production [7] Group 5: Acquisition and Strategic Development - The company plans to acquire Hengyang Data, which specializes in intelligent computing and data processing solutions, enhancing its capabilities in data communication and intelligent processing [10][11] - The acquisition aims to integrate resources across strategic development, business layout, and financial management, thereby increasing market competitiveness and profitability [11] Group 6: Share Transfer and Future Products - The company has received the first installment of the share transfer payment for the 53% stake in Fokexima and completed the necessary registration changes [13] - The release date for the next-generation game console is pending official announcements from the brand, while current production of game console components is reported to be normal [14]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301486 证券简称：致尚科技 公告编号：2025-039 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 深圳市致尚科技股份有限公司（以下简称"公司"）于2025年4月17日召开第三届董事会第四次会议、第 三届监事会第三次会议，审议通过了《关于公司＜2025年限制性股票激励计划（草案）＞及其摘要的议 案》《关于公司＜2025年限制性股票激励计划实施考核管理办法＞的议案》等相关议案。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《深圳证券交易所创业板上市公司自 律监管指南第1号——业务办理》（以下简称"《自律监管指南第1号》"）等相关规定，公司对2025年限 制性股票激励计划（以下简称"本次激励计划"）首次授予的拟激励对象姓名和职务在公司内部进行了公 示。公司监事会结合公示情况对拟激励对象进行了核查，相关公示及审核情况如下： 一、 公示及核查方式 （一） 公司对拟激励对象的公示情况 公司于2025年4月18日在巨潮资讯网（http://www.cninfo.com.cn）上披露了《 ...

证券代码：301486 证券简称：致尚科技 公告编号：2025-039 深圳市致尚科技股份有限公司 监事会关于公司 2025 年限制性股票激励计划 激励对象名单的审核意见及公示情况说明 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳市致尚科技股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日召 开第三届董事会第四次会议、第三届监事会第三次会议，审议通过了《关于公司 <2025 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司<2025 年 限制性股票激励计划实施考核管理办法>的议案》等相关议案。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《深圳 证券交易所创业板上市公司自律监管指南第 1 号——业务办理》（以下简称"《自 律监管指南第 1 号》"）等相关规定，公司对 2025 年限制性股票激励计划（以 下简称"本次激励计划"）首次授予的拟激励对象姓名和职务在公司内部进行了 公示。公司监事会结合公示情况对拟激励对象进行了核查，相关公示及审核情况 如下： 公司监事会核查了本次激励计划的拟激励对象名单、身份证件、与公 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The AI computing industry chain continues to show strong performance, with significant year-on-year growth in Q1 2025 across various segments, including AI chips, servers, and optical modules [5][14][15] - The demand for data centers remains robust, with companies like Vertiv and Google Cloud reporting increased orders and revenue growth, indicating a strong market outlook [16][17] - The report emphasizes the importance of domestic AI computing, satellite internet, and 6G as key investment directions, recommending specific companies within these sectors [7][25] Summary by Sections 1. Weekly Investment Insights - The AI computing industry chain has shown impressive performance in Q1 2025, with companies like Haiguang Information and Huqin Technology reporting substantial revenue and profit growth [13][14] - Vertiv's Q1 2025 report indicates a 24% increase in net sales, with strong demand for data centers driving growth [16] - Google's Q1 2025 revenue reached $90.2 billion, with Google Cloud growing by 28%, reflecting a strong demand for AI infrastructure [17][19] - ByteDance and Meituan are actively developing AI applications, indicating a growing trend in AI recruitment and development [20][22] 2. Communication Data Tracking - As of February 2025, China has 4.325 million 5G base stations, with 1.051 billion 5G mobile users, marking a 23.5% year-on-year increase [35] - The report highlights the growth in 5G infrastructure and user adoption, with a notable increase in the number of 5G mobile devices shipped [35][42] 3. Investment Recommendations - The report suggests focusing on seven key industry directions, including AIDC data center construction, IT equipment, network devices, cloud computing, AI applications, satellite internet, and 6G [25][26][27][31][32]

Core Insights - The AI computing power industry chain is experiencing significant growth, with impressive Q1 performance across various sectors, indicating a high level of market activity and investment opportunities [2][3]. Group 1: Domestic Developments - ByteDance's Volcano Engine launched multiple Agent tools and AI data lake services to accelerate Agent development and operations for vertical enterprises [1][3]. - Meituan announced AI recruitment for various roles, aiming to develop a Native AI Agent product [1][3]. - Companies like Guanghuan Xinnet and Baoxin Software are investing in new projects, reflecting a growing demand for AIDC (AI Data Center) [1][3]. Group 2: AI Computing Power Performance - Haiguang Information reported a contract liability of 3.237 billion yuan in Q1 2025, a year-on-year increase of 113,510.65% [2]. - Huajin Technology achieved revenue of 34.998 billion yuan in Q1 2025, up 115.65% year-on-year [2]. - New Yisheng's net profit reached 1.573 billion yuan in Q1 2025, marking a 384.54% increase year-on-year [2]. Group 3: International Developments - Google Cloud generated revenue of $12.3 billion in Q1 2025, a 28% year-on-year increase, with an operating profit margin of 17.7%, up 8.4 percentage points [3]. - Viavi Solutions saw a 13% year-on-year increase in orders in Q1 2025, with a 21% quarter-on-quarter growth, indicating strong demand from data centers [3]. Group 4: Investment Recommendations - Recommended stocks in AIDC construction include Xinyi Network Group, Yingweike, and Baoxin Software [5]. - Recommended stocks in IT include Unisoc and ZTE Corporation, with beneficiaries like Cambrian and Haiguang Information [5]. - Recommended stocks in cloud computing include China Mobile, China Telecom, and China Unicom, with beneficiaries like Yunse Intelligent and Runjian Technology [5].

Core Viewpoint - The article highlights the presence of Shenzhen Stock Connect seats in 17 stocks on the weekly leaderboard, indicating significant net buying activity and overall positive market performance for these stocks [1] Group 1: Net Buying Activity - A total of 17 stocks appeared on the leaderboard, with 12 showing net buying from Shenzhen Stock Connect seats [1] - The stocks with the highest net buying amounts were Satellite Chemical (58,960.09 million), Tuo Wei Information (23,414.60 million), and Lakala (8,096.46 million) [1] - The average increase for the stocks with net buying was 14.13%, outperforming the Shanghai Composite Index, which rose by 0.56% [1] Group 2: Stock Performance - The stock with the largest increase was Hai Lian Jin Hui, which saw a cumulative rise of 46.57% over the week [1] - Other notable performers included Satellite Chemical (21.43% increase) and Lakala (23.83% increase) [1] - The stocks with the highest turnover rates included Tuo Wei Information (68.12%) and Lakala (123.35%) [1] Group 3: Net Selling Activity - Five stocks experienced net selling, with the largest net sell amounts recorded for Ying Wei Ke (12,449.79 million) and Wuhan Fan Gu (4,295.78 million) [1] - The net selling stocks included Ying Wei Ke (-8.93% change) and Wuhan Fan Gu (28.87% increase despite net selling) [1]

港股盘中强势拉升，恒生科技指数一度涨超2%，午后涨幅逐渐收窄，截至收盘，恒生指数涨0.32%，恒 生科技指数涨0.14%。 场内超2800股飘红，电力板块爆发，长源电力、西昌电力、明星电力等涨停，乐山电力近10个交易日累 计涨幅接近翻倍。家电、汽车、酿酒、纺织服装等消费板块集体拉升，北鼎股份、惠而浦、万里马、九 牧王等涨停；CPO概念崛起，致尚科技20%涨停；智能医疗概念活跃，塞力医疗（维权）、广誉远（维 权）等涨停；此外，天元股份、步步高（维权）双双斩获6连板。 电力板块爆发 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 电力板块今日表现亮眼。 沪指今日维持窄幅震荡走势，尾盘微跌；创业板指一度涨超1%。截至收盘，沪指微跌0.07%报3295.06 点，深证成指涨0.39%报9917.05点，创业板指涨0.59%报1947.19点，沪深北三市合计成交11371亿元， 成交额和昨日大致相当。 近期元宝AI入驻微信功能上线，搭载混元和DeepSeek双模引擎，无缝衔接微信生态，AI应用加快普 及。机构认为，国内AI模型迭代和应用催生的基础设施投资或将持续。 天风证券表示，AI拉动CPO ...

A股三大指数早盘集体上涨，截至午盘，沪指涨0.15%，深证成指涨0.87%，创业板指涨1.07%，北证50 指数涨1.11%。全市场半日成交额7331亿元，较上日同期缩量469亿元。全市场超3800只个股上涨。 盘面上，房地产板块早盘走高， 大龙地产3分钟内直线涨停 。电力板块延续活跃，华银电力封板。 光模块、铜缆高速连接等AI硬件方向亦表现强势，仕佳光子、致尚科技涨超10%。创新药板块早盘 局部调整，江苏吴中跌停。 港股方面，恒生指数和恒生科技指数均高开高走，截至午间收盘，恒指涨1.36%，恒生科技指数涨 1.87%，国企指数涨1.29%。地产股集体走高，金辉控股盘中最高涨超80%。 地产板块再度走强 大龙地产直线涨停 地产板块25日盘中再度走强。截至午间收盘，A股南国置业、世联行、渝开发、大龙地产纷纷涨停。 大 龙地产自9时56分起直线拉升，3分钟内封住涨停。 港股市场，金辉控股盘中一度涨超80%，截至发稿涨超43%。融信中国涨超17%，远洋集团涨超11%， 中梁控股、龙湖集团等跟涨。 | | 09993 金辉控股 | | | 3.230 | +0.980 | | --- | --- | --- | -- ...