证券代码：603296 证券简称：华勤技术 公告编号：2025-054 华勤技术股份有限公司 关于签订募集资金专户存储四方监管协议的公告 公司分别于 2025 年 4 月 23 日、2025 年 5 月 14 日召开第二届董事会第十五 次会议、2024 年年度股东大会，审议通过了《关于变更部分募集资金用途、取 消使用部分超募资金永久补充流动资金、使用超募资金投资建设新项目的议案》， 同意公司对"瑞勤科技消费类电子智能终端制造项目"变更部分募集资金用途，并 将该部分募集资金用于新建募投项目"南昌二期智能终端技术研发与产线改造升 级项目"，并安排实施主体全资子公司南昌勤胜电子科技有限公司和南昌逸勤科 技有限公司新增设立募集资金专项账户；同意公司取消使用部分超募资金永久补 充流动资金，并使用超募资金投资建设新项目"汽车电子研发及产业化项目"，并 1 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、募集资金基本情况 根据中国证券监督管理委员会于2023年6月20日出具的《关于同意华勤技术 股份有限公司首次公开发行股票注册的批复》（ ...

Core Points - The Shanghai Pudong New Area has launched the "15 Measures to Support Youth Talent Innovation and Entrepreneurship" on April 18, coinciding with the 35th anniversary of its development and opening-up [1] - The measures aim to create a high-quality environment for young talents to innovate and start businesses, focusing on providing affordable workspaces and living accommodations [2][3] Group 1: Youth Talent Support Measures - The "15 Measures" include five main areas: providing first-stop services for innovation and entrepreneurship, gathering young tech talents, comprehensive support for entrepreneurial development, creating high-quality living environments, and offering quality and convenient services [2] - The initiative includes the provision of 1 million square meters of low-rent entrepreneurial space at a daily rent of no more than 1 yuan per square meter, with 30,000 square meters planned for this year [2] - The second part of the initiative involves offering 1 million square meters of youth apartments with a monthly rent not exceeding 2000 yuan, with over 8000 units planned for this year [3] Group 2: Community and Service Enhancements - The "Pudong International Talent Station" has been strengthened to provide short-term free accommodation and up to 6 months of free entrepreneurial space for young talents wishing to innovate in Pudong [4] - A mobile application called "Pudong Mingzhu Online" has been launched to facilitate access to various policies and services for young talents, with over 70,000 visits recorded since its launch [4] - The Pudong New Area has developed a talent policy system that includes global talent attraction initiatives, with over 2 million talent resources currently available in the region [5] Group 3: Community Engagement and Collaboration - The Zhangjiang Pharmaceutical Valley has been actively involved in supporting young talent innovation and entrepreneurship, having incubated 550 biopharmaceutical companies, with 16 achieving IPOs [6][7] - The Zhangjiang International Community has attracted over 4500 residents, including more than 100 foreign nationals and over 500 key talents from various industries [7][8] - The community offers free accommodation for recent graduates and entrepreneurial teams, along with a range of integrated services such as policy consultation and employment matching [8]

Group 1: Trade Dynamics - The US-China trade relationship has entered a new phase, with the trade, industrial, value, and supply chain relationships facing restructuring due to the "tariff war" [1][8] - Following the pause in tariff escalation, there has been a significant rebound in trade supply and demand, with US companies urging shipments and Chinese exporters experiencing a surge in order volumes [2][3] - Companies are increasingly diversifying their markets to mitigate risks associated with fluctuating trade policies, with many already expanding into Southeast Asia and the Middle East [3][4] Group 2: Market Strategies - Companies are shifting focus from low-end products to high-value offerings, as competition in the US market intensifies [6][7] - High-tech product exports from China reached 1.52 trillion yuan in the first four months of the year, marking a 7.4% year-on-year increase and accounting for 18.1% of total exports [6] - Firms like MBO Meibo Air Conditioning are leveraging the pause in tariffs to expand their core customer base in the US while also planning to establish manufacturing bases in Southeast Asia [4][7] Group 3: Domestic Market Focus - The strategy of "exporting to domestic sales" is gaining traction among foreign trade companies, with many adapting to domestic market demands to offset reduced orders from international markets [8][9] - E-commerce platforms are facilitating the entry of foreign trade apparel companies into the domestic market by providing expedited onboarding and sales support [8][9] - Recent policy initiatives are aimed at supporting the transition of export products to domestic markets, including simplifying certification processes and promoting local consumption [9] Group 4: Expert Insights - Experts suggest that addressing the trade imbalance between the US and China is crucial during the current pause, advocating for diversification in trade and increased imports from the US [11][12] - The need for innovation and the exploration of new markets is emphasized as essential for the long-term growth of China's foreign trade sector [12][13] - Companies are advised to adopt a "light asset" approach for overseas investments to enhance agility and responsiveness to external uncertainties [13]

Market Performance - The main board led the gains with notable increases in stocks such as Yuyin Co. (+10.08%), Chaoxun Communication (+7.09%), and Yongding Co. (+7.03%) [1] - The ChiNext board saw significant growth with New Guodu (+16.30%) and Xiechuang Data (+11.81%) leading the charge [1] - The Sci-Tech Innovation board was also up, with Dekeli (+7.58%) and Qingyue Technology (+7.19%) showing strong performance [1] - Active sub-industries included SW Communication Network Equipment and Devices (+1.94%) and SW Communication Terminals and Accessories (+1.20%) [1] Domestic News - Aibang Semiconductor Network announced a total investment of 1.2 billion, with Hanjin Technology's silicon carbide packaging project reaching completion, capable of producing 300,000 silicon carbide power modules and 50 million silicon carbide power devices annually [1] - TSMC reported a surge in demand for CoWoS chip manufacturing materials, leading to shortages in the memory market, with Mitsubishi Gas Chemical announcing delays in shipments of materials for BT substrates [1] - Changfei Advanced's Wuhan base achieved mass production, with the first 6-inch silicon carbide wafer successfully produced, expected to reach an annual production capacity of 360,000 silicon carbide chips [1] - Anhui Huaxin Micro-Nano Integrated Circuit Co. announced the successful production of the first batch of products from its 8-inch wafer production line, which will have a monthly production capacity of 30,000 wafers [1] Company Announcements - Huajin Technology announced a 2024 annual equity distribution plan, distributing 9 yuan for every 10 shares [3] - Jingyan Technology also announced a 2024 annual equity distribution plan, distributing 1.10 yuan in cash dividends for every 10 shares [3] - Airong Software reported receiving a government subsidy of 7.201 million yuan, accounting for 10.85% of the company's audited net profit for the last fiscal year [3] - Yingfang Micro disclosed a pre-announcement of share reduction by a major shareholder, planning to reduce up to 1% of shares through centralized bidding [3] Overseas News - IBM and Deca Technologies formed a significant alliance in the semiconductor packaging sector, allowing IBM to enter the advanced fan-out wafer-level packaging market [2] - Rohm launched its first high-voltage GaN driver IC, which enhances the stability of GaN devices during high-frequency and high-speed switching [2] - In April, iPhone exports from India to the U.S. increased by 76% year-on-year, while exports from China decreased by 76%, reflecting Apple's accelerated manufacturing plans in India [2] - Samsung is reportedly exiting the MLC NAND flash memory market, notifying customers that orders will only be accepted until June, prompting a search for new suppliers [2]

Core Viewpoint - The company is conducting a differentiated equity distribution and special ex-rights and ex-dividend matters for its 2024 profit distribution plan, which includes a cash dividend of 9 yuan per 10 shares, totaling approximately 911.63 million yuan (including tax) [1][2][3]. Group 1: Differentiated Equity Distribution - The reason for the differentiated equity distribution is linked to the company's share repurchase plan, which has been completed with a total of 5,556,054 shares repurchased [1]. - The company plans to distribute cash dividends based on the total share capital after deducting the shares held in the repurchase account, maintaining a distribution ratio of 9 yuan per 10 shares [2][3]. - The total cash dividend to be distributed is 911,630,468.70 yuan (including tax), with the final amount subject to adjustments based on the actual share capital at the time of the distribution [2][3]. Group 2: Ex-rights and Ex-dividend Calculations - The ex-rights and ex-dividend reference price is calculated using the formula: (previous closing price - cash dividend) / (1 + change in circulating shares ratio) [3][4]. - The virtual cash dividend per share is calculated as (total shares participating in distribution × actual cash dividend per share) / total share capital, resulting in approximately 0.8974 yuan per share [4]. - The impact of the differentiated distribution on the ex-rights and ex-dividend reference price is minimal, with an absolute value impact of less than 1% [4]. Group 3: Regulatory Compliance - The sponsor institution confirms that the differentiated equity distribution complies with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [5].

Core Points - The company announced a cash dividend of 0.9 CNY per share for its A shares [1][4] - The total cash dividend distribution amounts to approximately 911.63 million CNY (including tax) [4] - The dividend distribution plan was approved at the annual shareholders' meeting on May 14, 2025 [3][4] Dividend Distribution Details - The record date for shareholders is June 5, 2025, with the ex-dividend date also on June 6, 2025 [3][5] - The company has a total share capital of 1,015,890,620 shares, with 2,967,877 shares in the repurchase account excluded from the distribution [4] - The cash dividend will be distributed to shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [4][5] Taxation Information - For individual shareholders holding unrestricted shares, the tax rate is 20% for holdings of 1 month or less, 10% for holdings between 1 month and 1 year, and exempt for holdings over 1 year [6] - The actual cash dividend received by individual and institutional investors after tax will be 0.81 CNY per share for certain categories of shareholders [7][8] - The company will not withhold taxes for other institutional investors, who will receive the full cash dividend of 0.90 CNY per share [8]

中国国际金融股份有限公司 关于华勤技术股份有限公司 差异化权益分派特殊除权除息事项的核查意见 中国国际金融股份有限公司（以下简称"中金公司""保荐机构"）作为华勤技 术股份有限公司（以下简称"华勤技术"或"公司"）首次公开发行股票并在上海证 券交易所主板上市的持续督导机构，根据《中华人民共和国公司法》（以下简称 "《公司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《证券发 行上市保荐业务管理办法》《上市公司股份回购规则》《上海证券交易所上市公司自 律监管指引第 7 号--回购股份》等有关法律、法规的规定及《华勤技术股份有限公司章 程》（以下简称"《公司章程》"）就公司 2024 年度利润分配所涉及的差异化权益分 派特殊除权除息（以下简称"本次差异化权益分派"）相关事项进行了审慎核查，并 出具核查意见如下： 一、 本次差异化权益分派的原因 完成后，目前有2,967,877股存放于华勤技术股份有限公司回购专用证券账户内。 2025年5月14日，公司召开2024年年度股东大会，审议通过了《关于2024年度利润 分配预案的议案》，公司拟以权益分派实施股权登记日的总股本（扣减公司回购账户 股份数量）为基数 ...

证券代码：603296 证券简称：华勤技术 公告编号：2025-053 华勤技术股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.9元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/5 | － | 2025/6/6 | 2025/6/6 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 14 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关法律 ...

Investment Rating - The report does not provide a specific investment rating for Longcheer (603341.SS) but indicates a positive long-term growth outlook for the company [1][4]. Core Insights - Longcheer is positioned as a market leader in the smartphone ODM sector with a global market share of 33% in 2024, although margins are currently affected by rising raw material costs [4][8]. - The company is optimistic about new business segments, particularly AI glasses and automotive electronics, which are expected to drive future growth [1][8]. - Management anticipates a recovery in margins in 2025 as raw material prices normalize, despite a saturated smartphone market [4][8]. Summary by Sections Smartphone ODM Outlook - Longcheer's smartphone ODM business holds a 33% global market share as of 2024, reflecting its leadership position [4]. - Current margins are pressured by increased raw material costs, but a recovery is expected in 2025 as prices stabilize [4]. - The smartphone market is viewed as saturated, yet AI applications may provide avenues for growth [4][8]. Development of New Business - The AI glasses segment is expected to see increased demand in 2025, supported by new foundational models [8]. - The penetration rate for AI PCs is projected to rise, contributing to a product replacement cycle [8]. - Longcheer's smart cockpit products are in testing and have begun to enter local car OEMs, indicating growth potential in automotive electronics [8].

Investment Rating - The report does not provide a specific investment rating for SenseTime (0020.HK) [3] Core Insights - SenseTime's management is optimistic about the generative AI trend in China and has launched a new foundation model, SenseNova V6, which features competitive costs for training and inferencing [1][7] - The company signed a Memorandum of Understanding (MOU) with the Faculty of Law at the Chinese University of Hong Kong to enhance legal information accessibility through AI [4][6] - The generative AI trend is expected to benefit the broader China AI supply chain, with more companies willing to adopt generative AI technologies [2] Company Profile - SenseTime is a leading AI software company that provides capabilities in multimodal and multi-task models, covering areas such as perception intelligence, natural language processing, and AI-enabled content generation [3] - The SenseCore platform integrates computing power, algorithms, and platforms to create the SenseNova foundation model set, enabling efficient general AI tasks at low costs [3] Key Takeaways - The SenseNova V6 model introduced by SenseTime has multimodal reasoning capabilities and cost efficiency in both training and inferencing, supporting various applications such as role-playing, translation, and long-form video understanding [7] - The collaboration with the Faculty of Law aims to digitally transform legal information provision in Hong Kong, promoting broader access to legal information [6]