Investment Rating - The report maintains a "Recommended" rating for the industry [5] Core Insights - The official launch of Huawei's HarmonyOS computers marks a significant breakthrough for domestic foundational software, laying a solid foundation for self-controlled development in China [2] - HarmonyOS computers integrate AI capabilities with hardware, operating systems, and software applications, enabling features such as automatic meeting minutes generation and cross-device connectivity [2][3] - The PC segment is expected to become the next "main battlefield" for HarmonyOS, with a projected 15% year-on-year growth in Huawei's desktop and laptop shipments in mainland China for 2024 [3] Summary by Sections Event Overview - Huawei launched two HarmonyOS computers on May 19, 2025, including the HUAWEI MateBook Pro starting at 7999 yuan and the HUAWEI MateBook Fold starting at 23999 yuan [1] Domestic Software Breakthrough - HarmonyOS computers support over 150 dedicated applications and have completed adaptation for over 1000 integrated ecological applications, with more than 2000 applications still in the adaptation process [2] - The launch is a significant step for the domestic operating system in the PC field, with Huawei's PC products expected to fully transition to HarmonyOS [2] Market Potential - The report highlights the potential for the domestic software ecosystem to grow, particularly in the context of the "信创" (Xinchuang) market, following the release of HarmonyOS PCs [3] - Huawei's CPUs have been recognized in security assessments, which is crucial for the development of the Xinchuang ecosystem [3] Investment Recommendations - The report suggests focusing on companies such as Softcom Power, China Software International, and others that are expected to benefit from the growth of the HarmonyOS ecosystem [4]

Core Viewpoint - Shenzhen Jieshun Technology Co., Ltd. has approved the repurchase and cancellation of unvested restricted stocks due to employee departures and unmet performance targets, totaling 1,917,920 shares [1][2][3]. Group 1: Stock Repurchase Details - The company will repurchase and cancel 91,360 shares from 26 employees who no longer meet incentive conditions due to resignation [1]. - Additionally, 1,826,560 shares will be repurchased from 501 employees due to the failure to meet performance targets set in the 2021 stock option and restricted stock incentive plan [1]. - After the completion of the repurchase, the total share capital will decrease from 645,356,761 shares to 643,438,841 shares [3]. Group 2: Legal and Debt Claim Information - Creditors have the right to request debt repayment or guarantees within 30 days of receiving the company's notification, or within 45 days from the announcement date if no notification is received [3]. - Creditors must submit written requests along with relevant proof of debt relationships, including contracts and agreements [4]. - Specific documentation requirements for both corporate and individual creditors are outlined for the debt claim process [4].

证券代码：002609 证券简称：捷顺科技 公告编号：2025-036 深圳市捷顺科技实业股份有限公司 在换届选举工作完成前，公司第六届董事会及其专门委员会全体成员、第六 届监事会全体成员、公司高级管理人员将按照法律法规和《公司章程》的相关规 定，继续履行相应的职责和义务。 公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推进董 事会、监事会换届选举工作，并按照相关规定及时履行信息披露义务。 特此公告。 深圳市捷顺科技实业股份有限公司 董事会 二〇二五年五月二十一日 1 关于董事会、监事会延期换届的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市捷顺科技实业股份有限公司（以下简称"公司"）第六届董事会、监事 会任期于 2025 年 5 月 17 日届满。根据新修订的《中华人民共和国公司法》（以 下简称"公司法"）《上市公司章程指引》及《关于新<公司法>配套制度规则实施 相关过渡期安排》等要求，公司拟修订《公司章程》等相关制度并进行换届选举。 目前，公司换届选举工作尚在筹备中，为确保公司相关工作的连续性和稳定性， 公司董事会、监事会 ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-034 深圳市捷顺科技实业股份有限公司 2024 年年度股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会没有增加或变更提案的情况。 一、会议召开和出席情况 1、召开时间 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 20 日 9:15－9:25、9:30－11:30 和 13:00－15:00；通过深圳证券交易所互联网 投票系统投票的具体时间为：2025 年 5 月 20 日 9:15－15:00 期间的任意时间。 2、会议召开地点 现场出席会议的股东及股东授权委托代表人共 11 人，代表有表决权的股份 数为 327,316,844 股，占公司有表决权股份总数的 51.0072%； 深圳市龙华区观盛二路 5 号捷顺科技中心 A 座 2306 会议室。 3、会议方式 现场记名投票、网络投票相结合的方式。 4、会议召集人：公司董事会 5、会议主持人：公司董事长唐健先生 6、本次会议的 ...

证券代码：002609 证券简称：捷顺科技 公告编号：2025-035 深圳市捷顺科技实业股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市捷顺科技实业股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日 召开第六届董事会第十八次会议、2025 年 5 月 20 日召开 2024 年年度股东大会， 审议通过了《关于回购注销激励对象已获授但尚未解锁的限制性股票的议案》、 《关于修订<公司章程>的议案》。公司对因离职而不再符合激励条件涉及的张毓 兴等 26 名激励对象已获授但尚未解锁的限制性股票 91,360 股进行回购注销，以 及对因公司 2021 年股票期权与限制性股票激励计划第三个解锁期设定的公司业 绩目标未达成涉及 501 名激励对象已获授但尚未解锁的限制性股票 1,826,560 股 进行回购注销，即同意公司回购注销尚未解除限售的限制性股票合计为1,917,920 股。具体内容详见公司于 2025 年 4 月 26 日刊登在《证券时报》、《上海证券报》 以及巨潮资讯网（www.cninfo.com.cn）的《关于回购注销部 ...

北京市盈科（深圳）律师事务所 关于 深圳市捷顺科技实业股份有限公司 2024年年度股东大会 的 法律意见书 北京市盈科（深圳）律师事务所 深圳市福田区鹏程一路广电金融中心 23/30/31/32 层 二○二五年五月 股东大会法律意见书 北京市盈科（深圳）律师事务所 关于 深圳市捷顺科技实业股份有限公司 2024年年度股东大会 的 法 律 意 见 书 致：深圳市捷顺科技实业股份有限公司 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》"）、中国证券监督管理委员会发布的《上市公司股 东会规则》（以下简称"《股东会规则》"）、《深圳证券交易所上市公司股东会网络 投票实施细则（2025 修订）》（以下简称"《网络投票实施细则》"）、《律师事务所 从事证券法律业务管理办法》（以下简称"《从业办法》"）、《律师事务所证券法律 业务执业规则（试行）》（以下简称"《执业规则》"）等法律、法规和规范性文件的 规定以及《深圳市捷顺科技实业股份有限公司章程》（以下简称"《公司章程》"）的 有关规定，北京市盈科（深圳）律师事务所（以下简称"本所"）接受深圳市捷顺科技 实业股份有 ...

Group 1: 华峰化学 - Company decided to terminate the acquisition of 100% equity in Zhejiang Huafeng Synthetic Resin Co., Ltd. and Zhejiang Huafeng Thermoplastic Polyurethane Co., Ltd. due to insufficient shareholder approval [1] - The decision was made based on prudence, as the proposal did not receive more than two-thirds of the valid voting rights at the shareholders' meeting [1] - Company will continue to promote related equity injection work and strictly fulfill asset injection commitments [1] Group 2: 中荣股份 - Actual controller and chairman Huang Huanran has been placed under residential surveillance by the police [2] - Other board members and senior management are performing their duties normally, and the board of directors is operating as usual [2] - Company specializes in the research, design, production, and sales of paper printing and packaging products [2] Group 3: 密尔克卫 - Three shareholders plan to reduce their holdings by a total of up to 2% of the company's shares through block trading [3] - The reduction includes 143.63 million shares, 97.65 million shares, and 75.03 million shares, representing 0.91%, 0.62%, and 0.47% of the total share capital respectively [3] - The reduction period is from June 6, 2025, to September 5, 2025, due to personal funding needs [3] Group 4: 舒泰神 - Subsidiary Jiangsu Beijietai Biotechnology Co., Ltd. has obtained a drug production license from the Jiangsu Provincial Drug Administration [4] - The license allows for the production of therapeutic biological products, specifically for registered declaration use [4] - The license is valid until May 7, 2030, and is not expected to have a significant impact on the company's current performance [4] Group 5: 捷顺科技 - Company won the bid for the "Chongqing Beautiful Sunshine Home and other public rental housing supporting parking space operation project" [5] - The project includes four public rental housing supporting parking lots with a total of 13,335 parking spaces [5] - The minimum guaranteed revenue for the project is quoted at 40.43 million yuan per year, with a total contract amount expected to exceed 100 million yuan [5] Group 6: 综艺股份 - Company signed an investment cooperation intention agreement to acquire control of Jiangsu Jilai Microelectronics Co., Ltd. through cash capital increase or share transfer [6] - Jilai Micro primarily engages in the research, production, and sales of power semiconductor chips and devices [6] - The transaction is expected to constitute a major asset restructuring [6] Group 7: 东山精密 - Subsidiary DSBJ PTE. LTD. plans to acquire 100% equity of French GMD Group for approximately 100 million euros (about 814 million yuan) [7] - The acquisition aims to advance the company's globalization strategy and enhance its market share in the automotive parts sector [7] - The company specializes in the research, production, and sales of electronic circuit products and precision components [7] Group 8: 诺诚健华 - Company reported a net profit of 17.97 million yuan for the first quarter of 2025, a significant turnaround from a loss of 142 million yuan in the same period last year [8] - The first quarter revenue reached 381 million yuan, representing a year-on-year growth of 129.92% [8] - The company focuses on the research, production, and commercialization of innovative drugs [8] Group 9: 凯美特气 - Shareholders plan to reduce their holdings by up to 3% of the company's shares through centralized bidding and/or block trading [9] - The total number of shares to be reduced is 20.86 million [9] - The reduction is due to personal funding needs [9] Group 10: 海创药业 - Controlling shareholder plans to reduce holdings by up to 2% of the company's shares through centralized bidding and block trading [10] - The total number of shares to be reduced is 1.98 million [10] - The reduction is due to personal funding needs [10] Group 11: 高争民爆 - Controlling shareholder plans to reduce holdings by up to 3% of the company's shares through centralized bidding and block trading [11] - The total number of shares to be reduced is 828,000 [11] - The reduction is due to the company's funding needs [11] Group 12: 金埔园林 - Two shareholders plan to reduce their holdings by a total of up to 1.91% of the company's shares [12] - The reductions include 183.93 million shares and 167.73 million shares [12] - The reasons for the reductions are asset optimization and personal funding needs [12] Group 13: 掌趣科技 - The largest shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding or block trading [13] - The total number of shares to be reduced is 27.2 million [13] - The reduction is due to personal funding needs [13] Group 14: 美凯龙 - Company announced that its director and general manager has been placed under investigation and detention by the local supervisory committee [14] - Other board members and senior management are performing their duties normally, and daily operations are unaffected [14] - The company specializes in managing and operating self-operated and franchised shopping malls [14] Group 15: 新强联 - Major shareholder plans to reduce holdings by up to 1.89% of the company's shares through centralized bidding and block trading [15] - The total number of shares to be reduced is 717,490 [15] - The reduction is due to operational needs [15] Group 16: 日月明 - Shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding [16] - The total number of shares to be reduced is 80,000 [16] - The reduction is due to personal funding needs [16] Group 17: 同有科技 - Major shareholder and vice president plan to reduce their holdings by up to 1.53% of the company's shares [17] - The total number of shares to be reduced is 730,850 [17] - The reduction is due to personal funding needs [17] Group 18: 爱尔眼科 - Subsidiary successfully acquired 60% equity and specific debt of Shenzhen Guangsheng Digital Technology Co., Ltd. for 650 million yuan [18] - The transaction constitutes a related party transaction [18] - The acquired asset will serve as long-term medical premises for the subsidiary [18]

Group 1 - Zongyi Co., Ltd. plans to acquire control of Jilai Microelectronics, which is expected to constitute a major asset restructuring. The acquisition aims to enhance the company's focus on core industries in information technology and expand revenue and profitability [2] - Dongshan Precision plans to acquire 100% equity of French GMD Group for approximately €100 million (about 814 million RMB) and will also restructure its debts. This acquisition will allow Dongshan Precision to leverage GMD's business to expand its global automotive industry client base [3] - Zhongrong Co., Ltd.'s actual controller and chairman, Huang Huanran, has been placed under residential surveillance. The company assures that its operations remain normal and unaffected by this incident [4] Group 2 - Nocera Biopharmaceuticals reported a 129.92% year-on-year increase in revenue for Q1 2025, reaching 381 million RMB, with a net profit of 17.97 million RMB, recovering from a loss of 142 million RMB in the same period last year [6] - BeiGene reported a 50.2% year-on-year increase in revenue for Q1 2025, totaling 8.048 billion RMB, while the net loss decreased to 94.5 million RMB from 1.908 billion RMB in the previous year [6] Group 3 - Hainan Huatie plans to repurchase its A-shares with a total amount not less than 200 million RMB and not exceeding 300 million RMB, with a repurchase price capped at 15.95 RMB per share [11] - Huafang Co., Ltd. intends to conduct a supply chain asset special plan business with a total limit of up to 20 billion RMB, which will require shareholder approval [11] - Haon Automotive Electric recently received confirmation for a project with an estimated total revenue of approximately 430 million RMB over its lifecycle [11]

Group 1 - The company, Shenzhen Jieshun Technology Co., Ltd., has won the bid for the "Chongqing Beautiful Sunshine Home Public Rental Housing Parking Space Operation Project" with a total contract amount exceeding 100 million yuan [1] - The project includes four public rental housing parking lots with a total of 13,335 parking spaces, aimed at unified management and operation to reduce costs and enhance operational efficiency [1] - The cooperation model for the project is based on "minimum guaranteed income + excess sharing," with revenue generated from parking fees and additional services such as charging station operations and data services [1] Group 2 - This project marks the company's second large-scale government public rental housing parking lot digital operation project in Chongqing, leveraging AI and big data technologies to create unmanned smart parking lots [1] - The successful implementation and continuous operation of this project are expected to positively impact the company's future operating performance, showcasing its comprehensive strength in parking asset investment, construction, and operation [2]

1、项目名称：重庆市美丽阳光家园等公租房配套车位运营项目 关于项目中标情况的自愿性信息披露公告 2、项目编码：50000120250411025030101 深圳市捷顺科技实业股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 2025 年 4 月 13 日，根据重庆市公共资源交易网（https://www.cqggzy.com） 中标结果公告，深圳市捷顺科技实业股份有限公司（以下简称"公司"或"捷顺科 技"）为"重庆市美丽阳光家园等公租房配套车位运营项目"的中标单位，具体情 况公告如下： 证券代码：002609 证券简称：捷顺科技 公告编号：2025-033 一、中标项目基本情况 本项目采取"保底收益+超额分成"合作模式。项目收入由停车场停车费收 入及其他包括但不限于充电桩运营、数据服务、流量变现等增值收入组成。 3、招标人：重庆财赋置业管理有限公司 4、招标代理机构：重庆国际投资咨询集团有限公司 5、中标人：捷顺科技 6、公示媒体：重庆市公共资源交易网（https://www.cqggzy.com） 7、服务期限：从交接次日起至 2027 年 1 ...