（文章来源：证券日报） 证券日报网讯宏景科技9月29日在互动平台回答投资者提问时表示，截至2025年9月19日，公司持有人总 户数为34，883户。 ...

宏景科技股份有限公司（以下简称"公司"）经中国证券监督管理委员会（以 下简称"中国证监会"）《关于同意宏景科技股份有限公司首次公开发行股票注 册的批复》（证监许可[2022]1325号）同意注册，于2022年11月11日完成首次公 开发行股票并在深圳证券交易所创业板上市交易。公司聘请华兴证券有限公司 （以下简称"华兴证券"）担任公司首次公开发行股票并在深圳证券交易所创业 板上市的保荐机构，华兴证券对公司的持续督导期至2025年12月31日止。 公司于2025年8月26日召开第四届董事会第十次会议、第四届监事会第十次 会议，于2025年9月12日召开公司2025年第四次临时股东会审议通过了《关于公 司符合向特定对象发行A股股票条件的议案》等相关议案。近日，公司与国金证 券股份有限公司（以下简称"国金证券"）签订了相关的保荐协议，聘请国金证 券担任公司本次向特定对象发行A股股票的保荐机构，其持续督导期间为保荐协 议生效之日起至本次向特定对象发行A股股票上市当年剩余时间及其后两个完 整会计年度。 证券代码：301396 证券简称：宏景科技 公告编号：2025-082 宏景科技股份有限公司 关于变更保荐机构及保荐代表 ...

Core Insights - Major domestic internet companies are launching cloud overseas strategies and utilizing debt financing to support these initiatives [1] - Alibaba Cloud plans to invest over 380 billion RMB in the next three years for cloud and AI hardware infrastructure, exceeding the total investment of the past decade [1] - Tencent Cloud has embraced internationalization, achieving high double-digit growth in international business over the past three years, with a doubling of overseas customer scale [2] Group 1: Cloud Overseas Strategies - Domestic internet giants are releasing cloud overseas strategic plans and leveraging debt financing to establish a foundation for these initiatives [1] - Alibaba Cloud aims to create a global cloud computing network covering China, Japan, South Korea, Southeast Asia, the Middle East, Europe, and the Americas, with a unified technical architecture and service platform [1] - Tencent Cloud has completed multiple product and function upgrades to adapt to the global technology ecosystem, with over 90% of internet companies and 95% of leading gaming companies choosing Tencent Cloud for their overseas ventures [2] Group 2: AI and Cloud Integration - The demand for AI overseas from internet giants is driving rapid expansion, with Tencent integrating models, computing power, and data across various sectors [2] - Alibaba is accelerating the deployment of AI applications to support numerous AI application enterprises [2] - ByteDance's overseas AI product matrix includes various fields such as chatbots, education, and emotional companionship, while Baidu is advancing its AI applications like Robotaxi and AI cameras [2][3] Group 3: Market Demand - There is a clear demand for AI and cloud solutions from Chinese enterprises, including industry leaders like BYD and Midea, as well as emerging unicorns like miHoYo [3] - The overseas market is experiencing significant growth in demand for localized AI applications, providing new business opportunities for internet giants [3] Group 4: Investment Recommendations - Suggested stocks include Alibaba Group-W (09988), Tencent Holdings (00700), and Baidu Group-SW (09888) in the cloud platform sector [4] - For computing power leasing, recommended stocks are Hongjing Technology (301396.SZ), Xiechuang Data (300857.SZ), and Youfang Technology (688159.SH) [4] - In the optical communication sector, notable companies include Dekeli (688205.SH), Shijia Photon (688313.SH), and Guangku Technology (300620.SZ) [5]

Group 1 - The core point of the news is that Hongjing Technology's stock price dropped by 5.46% to 80.16 CNY per share, with a trading volume of 419 million CNY and a turnover rate of 6.71%, resulting in a total market capitalization of 12.306 billion CNY [1] - Hongjing Technology, established on March 7, 1997, and listed on November 11, 2022, primarily operates in the fields of smart city solutions, including smart healthcare, education, community, buildings, government, and parks, with revenue composition of 91.28% from computing services and 8.72% from smart city business [1] Group 2 - According to data on the top circulating shareholders of Hongjing Technology, a fund under GF Fund ranks among the top shareholders, specifically the GF Technology Innovation Mixed A fund, which entered the top ten in the second quarter with 2.5579 million shares, accounting for 3.36% of circulating shares, resulting in an estimated floating loss of approximately 11.8431 million CNY [2] - The GF Technology Innovation Mixed A fund, managed by Wu Yuanyi, was established on December 25, 2019, with a latest scale of 2.657 billion CNY, achieving a year-to-date return of 58.45% and a one-year return of 103.2% [2][3]

9月25日，A股市场震荡上行，创业板指续创3年多新高。 京东集团港股股价盘中一度涨近7%。今天京东宣布，未来三年将持续投入，带动形成万亿规模的人工智能生态。 富时中国A50指数期货午后涨幅明显。 | ( | 富时中国A50期货 | | | | | --- | --- | --- | --- | --- | | | CN.SG | | | | | 15213 | 昨结 | 15119 | 开盘 | 15116 | | +94 | +0.62% 总手 | 58.14万 | 现手 | 54 | | 最高价 | 持 仓 15291 | 80.42万 | 外 | 27.01万 | | 最低价 | 15076 增 仓 -31.89万 | | 전 | 31.13万 | | 结算价 | 15119 估结值 | 0 | 喜 差 | 0.00 | | स्त्रेष | 五日 日Ｋ 周Ｋ 月Ｋ 更多 | | | | | ෆ加 | | | | | | | | | | 참□ | | 15291 | 1.14% 卖1 15213 | | 买1 15212 | 10 38 | | | | | 15:02 15213 | 1 | | | ...

Market Overview - The A-share market experienced a volatile upward trend on September 25, with the ChiNext Index reaching a three-year high [1] - The Shanghai Composite Index closed at 3853.30, down 0.34%, while the Shenzhen Component Index rose by 89.75 points, or 0.67% [2] - The total market capitalization of Ningde Times exceeded that of Kweichow Moutai, with Ningde Times valued at 1.81 trillion yuan and Kweichow Moutai at 1.8 trillion yuan [2] Company Highlights - Xiaomi Group's stock price increased by over 5% ahead of Lei Jun's annual speech and the launch of new products, including the Xiaomi 17 series [3] - JD Group's stock price rose nearly 7% after announcing plans to invest in an AI ecosystem worth one trillion yuan over the next three years [3] - Upwind New Materials (688585.SH) saw its stock price hit a historical high of 132.1 yuan per share, following an announcement of a planned buyout by Shanghai Zhiyuan Hengyue Technology [5][7] Financial Data - The total balance of ETF margin trading in the two markets reached 115.43 billion yuan, an increase of 337 million yuan from the previous trading day [8] - The financing balance was 107.40 billion yuan, up by 171 million yuan, while the securities lending balance increased by 166 million yuan [8] Cryptocurrency Market - Ethereum fell below $4000 for the first time since August 8, with a 24-hour decline of over 4% [10] - Bitcoin and other major cryptocurrencies also experienced declines, with a total of nearly 130,000 liquidations globally, amounting to over $400 million [11]

Monetary Policy - The central bank will conduct a 600 billion yuan Medium-term Lending Facility (MLF) operation on September 25, with a one-year term [1][2]. Digital Economy - The Ministry of Commerce and nine other departments issued policies to promote service exports, emphasizing the acceleration of international data service business development [1][2]. - A joint guideline from eight departments encourages the development of digital consumption, urging companies to innovate and increase the supply of AI terminal products [3]. Gaming Industry - The National Press and Publication Administration announced that 145 domestic online games and 11 imported games received approval for publication as of September 2025 [2]. Energy Sector - The China Electricity Council predicts that the national electrification rate will grow steadily at an average annual rate of about 1 percentage point during the 14th Five-Year Plan, reaching around 35% by 2030, exceeding the OECD average by 8-10 percentage points [2]. AI Infrastructure Investment - Alibaba plans to invest 380 billion yuan in AI infrastructure, with expectations of a tenfold increase in energy consumption for its global data centers by 2032 [5]. - North American cloud providers, including Google, Microsoft, Meta, and Amazon, are expected to invest over 350 billion dollars in AI infrastructure this year, with projections exceeding 400 billion dollars by 2026 [6]. Construction Materials - The Ministry of Industry and Information Technology and other departments released a plan for stable growth in the building materials industry, prohibiting new cement and flat glass production capacity [7]. - The plan aims to optimize supply and demand dynamics, with expectations for cement prices to rise and regional leading enterprises to recover profitability [7]. Company Developments - Guoer Co., Ltd. leads in micro speakers, MEMS acoustic sensors, VR/MR products, AI smart glasses, and other smart wearable devices [4]. - Huayi Group expects a net profit of 340 million to 420 million yuan for the first three quarters of 2025, representing a year-on-year increase of 69.81% to 109.77% [8]. - Heng Rui Medicine has reached a milestone payment agreement for its innovative drug project, with potential payments up to 1.093 billion dollars [9]. - PetroChina Oilfield Services signed a contract worth approximately 2.553 billion yuan for an overseas project [10]. - Jicheng Electronics won a bid for a project with the State Grid, totaling approximately 81.836 million yuan [11].

宏景科技公告，持股5%以上股东、董事、副总经理许驰已于2025年9月24日通过集中竞价方式减持公司 股份25.73万股，占公司总股本0.1676%；本次减持后，许驰持股由793.32万股、占5.16759%降至767.59 万股、占4.99999%，持股比例降至5%以下并触及1%整数倍。 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-081 宏景科技股份有限公司 关于 5%以上股东权益变动暨持股比例降至 5%以下且触及 1%整数倍的提示性公告 3、本次权益变动不会导致公司控股股东及实际控制人发生变化，不会对公 司治理结构及持续经营产生重大影响。 宏景科技股份有限公司（以下简称"公司"）于2025年7月22日在巨潮资讯网 （http://www.cninfo.com.cn/）披露了《关于公司董事、高级管理人员减持股份预 披露公告》（公告编号：2025-045）。公司持股5%以上股东、董事、副总经理 许驰持有公司股份7,933,162股（占公司总股本的5.17%），计划于本减持计划预 披露公告之日起15个交易日后的3个月内通过大宗交易、集中竞价方式减持公司 股份不超过1,535,000股（不超过公司总股本的1.00%）。 近日，公司收到许驰女士出具的《关于减持股份触及1%及5%整数倍的告知 函》和《简式权益变动报告书》，获悉许驰女士于2025年9月24日至9月24日通过 集中竞价交易方式合计减持公司股份257,300股，占公司总股本的0.1676%。本次 权益变动后，许驰女士持有 ...

2025 年 9 月 24 日 1 宏景科技股份有限公司 简式权益变动报告书 上市公司名称：宏景科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：宏景科技 股票代码：301396 信息披露义务人：许驰 住所及通讯地址：广东省广州市天河区***** 股份变动性质：股份数量减少（股权比例下降至 5%以下） 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（简称"《证券法》"） 《上市公司收购管理办法》（简称"《收购办法》"）《公开发行证券公司信息 披露内容与格式准则第 15 号——权益变动报告书》及相关的法律、法规编制本 报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》《收购办法》规定，本报告书已全面披露了信息披露义 务人在宏景科技股份有限公司（以下简称"宏景科技"或"公司"）拥有权益的 股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披露义 务人没有通过任何其他方式增加或减少其在宏景科技拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务 人外，没有委托或者授权任何其他人提供未在本报告中列载的信息和对本 ...