二、募集资金投资项目情况 公司首次公开发行股票募集资金净额为人民币 122,466.93 万元，计划募集资 金金额为人民币 120,000 万元，超额募集资金金额为人民币 2,466.93 万元。公司 首次公开发行股票募集资金投资项目如下： | 序号 项目名称 | 总投资额 | | 募集资金投入金额 | | | --- | --- | --- | --- | --- | | （万元） （万元） | | | | | | 合计 120,000.00 120,000.00 | | | | | | 十八次会议以及 2021 年 12 月 16 日召开的 2021 年第三次临时股东大会审议通过 | | | | | | 了《关于使用部分超募资金用于永久补充流动资金的议案》，同意公司使用超募 | | | | | | 740 29.9968%，用于 资金中的 万元用于永久补充流动资金，占超募资金总额的 | | | | | | 公司与主营业务相关的生产经营活动。具体内容详见 2021 年 12 月 1 | | 日披露于上 | | | | 海证券交易所网站（www.sse.com.cn）的《北京亿华通科技股份有限公司关于使 | ...

国泰海通证券股份有限公司 关于江苏迈信林航空科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 上海证券交易所： 国泰海通证券股份有限公司（以下简称"国泰海通"、"组织券商"）受委托担 任苏州航飞投资中心（有限合伙）（以下简称"航飞投资"）和苏州航迈投资中 心（有限合伙）（以下简称"航迈投资"）（上述 2 家股东以下合称"转让方"） 以向特定机构投资者询价转让（以下简称"询价转让"）方式减持所持有的江苏迈 信林航空科技股份有限公司（以下简称"公司"或"迈信林"）首次公开发行前已发 行股份的组织券商。 经核查，国泰海通就本次询价转让的股东、受让方是否符合《上海证券交易 所科创板上市公司自律监管指引第 4 号——询价转让和配售（2025 年 3 月修订）》 （以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过程 与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报告 说明。 一、本次询价转让概况 （一）本次询价转让转让方 截至 2025 年 5 月 20 日转让方所持首发前股份的数量及占公司总股本比例情 况如下： 本次拟询价转让股数上限为 3,794,061 股，受让方 ...

Core Viewpoint - The company has decided to terminate part of its fundraising projects and will continue to manage the remaining funds in a dedicated account, ensuring compliance with regulatory requirements and aligning with its strategic development needs [1][8]. Fundraising Overview - The company raised a total of 1,500 million RMB by issuing 15,000,000 shares at a price of 58.58 RMB per share, with actual funds amounting to 874.81 million RMB after deducting issuance costs [1]. - As of May 19, 2025, the cumulative investment in the semiconductor testing equipment project was 478.61 million RMB out of a planned total of 746.81 million RMB [1]. Project Termination Details - The project for producing 1,000 sets of semiconductor testing sorting machine components was planned with a total investment of 110.66 million RMB, but the implementation has been slower than expected due to external economic factors [2][3]. - The company has decided to extend the project's completion date to November 2025, with independent directors and the sponsor institution agreeing to this decision [2][8]. Reasons for Project Termination - The company aims to strengthen its supply chain management and ensure timely delivery of components, which has led to the decision to self-manufacture rather than rely on external suppliers [3][4]. - The initial assumptions regarding market demand and industry policies have not changed significantly, indicating that the project's necessity and feasibility remain intact [4][5]. Future Use of Remaining Funds - The remaining funds will be kept in a dedicated account, and the company plans to seek new investment opportunities while evaluating existing projects for potential additional investments [7][8]. Impact of Project Termination - The decision to terminate the project and manage the remaining funds aligns with the company's strategic goals and does not harm shareholder interests, promoting stable and healthy development of the main business [7][8]. Review Procedures - The termination of the project and management of remaining funds have been approved by the company's board and supervisory committee, pending shareholder approval [8].

Group 1: Core Viewpoints - Each market cycle has a leading industry, with AI technology expected to dominate the current cycle, similar to past cycles led by real estate, technology innovation, and renewable energy [2][4] - The macroeconomic environment in China is showing signs of improvement after a period of deflation, coinciding with a transition to new economic drivers led by AI [2][3] Group 2: Fundamentals - The Hong Kong technology sector is poised to benefit significantly from the AI narrative, with leading companies experiencing strong capital expenditure and cloud revenue growth [3] - Current valuations of Hong Kong technology stocks remain relatively low compared to historical levels, indicating potential for significant upward adjustment [3] - By 2025, the profitability of the Hong Kong technology sector is expected to show strong certainty, with improved return on equity (ROE) anticipated for the Hang Seng Technology Index [3] Group 3: Capital Flow - Foreign capital outflows from the Hong Kong market are narrowing, while domestic institutional investment is accelerating, particularly through southbound capital flows [4] - The proportion of foreign investment in Chinese equity assets is currently low, suggesting potential for recovery in foreign capital inflows [4] - The Hang Seng Technology Index is highlighted as a more attractive investment, with a focus on internet giants benefiting from AI applications and sectors like hard technology and mid-to-high-end manufacturing [4]

Core Viewpoint - The strategic cooperation agreement between Suzhou government and Guotai Junan Securities marks a significant step towards enhancing financial services for the local economy, focusing on innovation, capital market development, and financial technology applications [1][2]. Group 1: Strategic Cooperation - The agreement aims for comprehensive collaboration in areas such as financial services for the real economy, industrial upgrading, and talent cultivation [1]. - Guotai Junan Securities will leverage its expertise in capital markets to support Suzhou's "1030" industrial system and enhance regional service capabilities [2][3]. Group 2: Company Background and Achievements - Guotai Junan Securities, formed from a merger, boasts total assets exceeding 1.7 trillion yuan and net assets over 340 billion yuan, positioning it as a leader in the industry [2]. - The company has a long-standing presence in Suzhou, with 11 branches serving nearly 280,000 clients and facilitating the listing of 21 local companies on the capital market [3][4]. Group 3: Economic Impact and Future Plans - The partnership is expected to contribute to Suzhou's economic growth, with the city providing robust support for Guotai Junan's operations [4][5]. - Suzhou's economic indicators highlight its significance, contributing 2% of the national economic output and housing 271 listed companies, showcasing its role as a hub for innovation and industry [5].

国泰海通证券股份有限公司 关于上海索辰信息科技股份有限公司 差异化权益分派特殊除权除息事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 上海索辰信息科技股份有限公司（以下简称"索辰科技"或"公司"）首次公开 发行股票并在科创板上市及持续督导的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》 《证券发行上市保荐业务管理办法》 《上海证券交易所 科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 7 号——回购 股份》等相关规定，对公司 2024 年度利润分配所涉及的差异化权益分派特殊除 权除息事项进行了审慎核查，具体情况如下： 一、本次差异化分红的原因及方案 （一）本次差异化分红原因 公司已于 2024 年 2 月 5 日召开第二届董事会第七次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司以超募资金通过上 海证券交易所股票交易系统以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，回购资金总额不低于人民币 2,000 万元（含），不超过人 民币 4,000 万元（含），回购股份将在未来适宜时机全部用于公司员工 ...

国泰海通证券股份有限公司 关于华海清科股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 华海清科股份有限公司（以下简称"华海清科"或"公司"）首次公开发行股票 并在科创板上市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上市公司自律 监管指引第 1 号——规范运作》等法律法规的相关规定，对华海清科首次公开发 行部分限售股上市流通事项进行了核查，核查情况及核查意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 4 月 27 日出具的《关于同意华海清 科股份有限公司首次公开发行股票注册的批复》（证监许可2022890 号），同 意公司首次公开发行股票的注册申请。华海清科股份有限公司（以下简称"公司"） 首次向社会公开发行人民币普通股 26,666,700 股，并于 2022 年 6 月 8 日在上海 证券交易所科创板上市，发行完成后总股本为 106,666,700 股，其中有限售条件 流通股 82,769,851 股，无限售条件流通股 ...

债券简称：19 深圳能源绿色债 01、 债券代码：1980049.IB、 国泰海通证券股份有限公司 关于深圳能源集团股份有限公司涉及信息披露事务负责人 发生变动的临时债权代理事务报告 债权代理人 （住所：中国（上海）自由贸易试验区商城路 618 号） 二〇二五年五月 重要声明 根据发行人披露的《深圳能源集团股份有限公司关于聘任董事会秘书的公 告》，2025 年 5 月 20 日，公司董事会八届三十四次会议审议通过了《关于聘任 董事会秘书的议案》。 本报告依据《公司债券发行与交易管理办法》 《2018 年深圳能源集团股份有 限公司绿色公司债券债权代理协议》等相关规定和约定、公开信息披露文件以及 深圳能源集团股份有限公司（以下简称公司、深圳能源或发行人）出具的相关说 明文件以及提供的相关资料等，由债权代理人国泰海通证券股份有限公司（以下 简称国泰海通证券）编制。 公司董事会近日收到董事会秘书周朝晖先生提交的书面辞职报告。周朝晖先 生因工作变动不再担任公司董事会秘书职务，离任后将继续在公司全资子公司深 圳市能源运输有限公司担任执行董事、总经理职务。周朝晖先生原定任期至公司 第八届董事会任期届满时止。 根据相关法律、 ...

Market Overview - Global stock markets experienced a correction last week, with a risk preference retreating from high levels. The MSCI Global Index fell by 1.9%, with developed markets down by 2.1% and emerging markets down by 0.5% [3][10] - The Hang Seng Index showed the best performance among emerging markets, increasing by 1.1%, while the Korean Composite Index was the weakest, declining by 1.3% [3][10] Sector Performance - In the US market, defensive sectors such as utilities and consumer staples performed well, while technology sectors faced adjustments. The S&P 500 saw a decline of 2.6% [10] - In the European market, utilities and communication services led with gains of 2.6% and 2.3%, while consumer discretionary and energy sectors lagged behind [10] - The Hong Kong market saw significant gains in the materials and healthcare sectors, with increases of 6.1% and 5.6%, respectively [10] Valuation Trends - Developed markets' overall valuation decreased, with the latest PE and PB ratios at 21.9x and 3.5x, respectively, placing them at the 86% and 97% percentile levels since 2010 [21] - Emerging markets' valuations improved, with PE and PB ratios at 15x and 1.9x, respectively, at the 72% and 85% percentile levels since 2010 [22] Earnings Expectations - Earnings expectations for global markets were mostly revised downwards, with Hong Kong showing a notable upward revision. The Hang Seng Index's 2025 EPS forecast was adjusted from 2214 to 2222 [27] - The S&P 500's 2025 EPS forecast was revised down from 264 to 263, with the consumer discretionary sector seeing the largest upward revision of +0.2% [27][28] Liquidity Conditions - Global liquidity conditions tightened marginally last week, with macro liquidity indicators showing a mixed trend across regions. The US and China saw interest rates decline, while European rates slightly increased [30] - The tightening of liquidity was reflected in the increase of long-term bond yields in major countries, with the UK, Japan, and the US seeing the largest increases [30] Economic Outlook - The economic outlook showed divergence, with the US economy experiencing a marginal decline in sentiment, as indicated by a drop in the manufacturing PMI to 48.7% [35] - In contrast, the European economy maintained stability, with the Eurozone manufacturing PMI at 49% and service PMI at 50.1%, indicating continued expansion [43]

差异化权益分派特殊除权除息事项的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为天津 金海通半导体设备股份有限公司（以下简称"金海通"或"公司"）的持续督导机构， 根据《中华人民共和国公司法》 国泰海通证券股份有限公司 关于天津金海通半导体设备股份有限公司 《中华人民共和国证券法》 《上海证券交易所交易 规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规 定，对公司 2024 年度利润分配所涉及的差异化权益分派特殊除权除息事项进行 了审慎核查，具体情况如下： 一、本次差异化分红方案及原因 （一）本次差异化分红方案 根据公司于 2025 年 3 月 19 日公告的《天津金海通半导体设备股份有限公司 关于 2024 年度利润分配方案的公告》和公司于 2025 年 4 月 8 日召开的 2024 年 年度股东大会审议通过的《关于 2024 年度利润分配方案的议案》，公司 2024 年 度利润分配方案如下： 公司拟以实施权益分派时股权登记日登记的总股本扣减公司回购专用账户 的股数为基数，向全体股东（公司回购专用证券账户除外）每 10 股派发现金红 利 1.70 元（ ...