Core Insights - The article highlights the launch of a new financial model solution by Huoshan Engine, focusing on enhancing customer service and internal efficiency for financial institutions through AI-native applications and digital employees [1] - The financial sector is identified as a leading area for the large-scale application of AI models, with Huoshan Engine's collaboration with financial institutions accelerating since the release of the Doubao model in May 2024 [1] - Huoshan Engine's AI solutions have already reached 70% of systemically important banks and numerous brokerage and fund companies, emphasizing the importance of customer service and internal efficiency in the financial industry [1] Financial AI App - The AI App serves as a mobile platform that utilizes AI models to provide intelligent investment advice, trading, services, and information interactions, already implemented in several brokerage firms [3] - The app aims to transform the user experience of financial applications [3] Capability Framework of AI App - The AI App solution is structured into three layers: - The intelligent interaction layer includes financial clients and Doubao App, featuring expert intelligent agents like market assistants [4] - The middle platform capability layer integrates intelligent control, data-knowledge-intelligence analysis, and model evaluation to ensure the iterative development of AI applications [4] - The infrastructure layer is built on the Doubao model, AI cloud-native security, and computing power management [4] - The Huoshan Engine Data Agent has effectively created investment advisory intelligent agents for multiple enterprises, enabling users to access multi-dimensional market analysis and real-time tracking of trends and fund movements [4] Digital Employees - The digital employee solution encompasses six key scenarios, creating an inclusive AI tool matrix: - Business assistants automate the entire due diligence cycle, shifting from experience reliance to AI-driven processes [5] Intelligent Customer Service and Risk Control - Intelligent customer service integrates ticket extraction, AI Q&A, and quality inspection to enhance service efficiency and compliance [6] - Intelligent risk control replaces traditional OCR with VLM to automatically extract multi-modal risk factors, upgrading risk insight models [6] Collaborative Ecosystem - The article discusses the importance of ecosystem collaboration for the large-scale implementation of AI-native applications, with Huoshan Engine signing partnerships with ten financial technology pioneers to co-create a new financial intelligence ecosystem [8] - The collaboration aims to drive innovation and accelerate the financial industry's transition towards intelligence [8]

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Viewpoints - The stablecoin and AI industries are continuously catalyzing growth, with major players actively positioning themselves and policies enhancing the landscape, marking a "singularity" moment for stablecoins [5][12] - AI computing power remains robust, with the upcoming release of GPT-5 expected to further enhance reasoning capabilities and stimulate AI application growth [6][13] Summary by Sections Weekly Perspective - The Shanghai Composite Index rose by 1.54% while the computer index fell by 1.28% during the week of June 30 to July 4, 2025 [4][11] Industry Trends - The People's Bank of China is expanding the application scenarios of the digital RMB in foreign trade, while Ant Group and JD.com are advancing into the stablecoin space, aiming to reduce cross-border payment costs by 90% and improve efficiency to within 10 seconds [5][12] - Oracle signed a significant cloud service agreement expected to generate over $30 billion annually starting from the 2028 fiscal year, indicating strong demand for AI computing power [6][13] Investment Recommendations - For stablecoins and RWA, recommended companies include Langxin Group and Zhuoyi Information, with beneficiaries such as Zhongke Software and New Morning Technology [14] - For AI applications, recommended companies include Kingsoft Office and iFlytek, with beneficiaries like Meitu and Hanbang High-Tech [7][14] - In the computing power sector, recommended companies include Zhongke Shuguang and Chunzhi Technology, with beneficiaries such as Cambrian and Unisplendour [7][14]

Core Insights - The Digital Economy Going Global International Cooperation Forum was held in Beijing, where the Beijing Outbound Innovation Service Base signed agreements with 16 leading companies, totaling over 10 billion [1] - The Beijing Outbound Base aims to integrate resources and provide comprehensive services to support digital economy enterprises in exploring international markets and technological innovations [3][4] Group 1: Economic Growth and Infrastructure - By 2024, Beijing's digital economy is projected to exceed 2.2 trillion yuan, with over 2,400 AI companies and core industry revenues surpassing 300 billion yuan [3] - The city leads the nation in infrastructure development, including 5G, IPv6, and industrial internet [3] Group 2: Strategic Initiatives and Collaborations - The establishment of the Beijing Outbound Base is part of a national strategy to enhance the global competitiveness of digital economy enterprises [3][4] - A project was signed with UNDP and other governmental bodies to create a global digital economy innovation hub, aiming to align with sustainable development goals [4] Group 3: Service Offerings and Business Models - The Beijing Outbound Base offers eight integrated services, including policy support, overseas promotion, and compliance assurance, to facilitate global expansion for enterprises [4][5] - Seven core outbound business models were introduced, including technology, platform, and brand outbound, with 20 companies recognized as exemplary cases [5] Group 4: International Cooperation and Networking - The Digital Economy Outbound International Cooperation Alliance was launched, comprising 24 domestic and international business associations and Fortune 500 companies [4][5] - The alliance aims to establish service standards and share best practices for international cooperation in the digital economy [5]

Group 1 - The Digital Economy International Cooperation Forum was held in Beijing as part of the 2025 Global Digital Economy Conference, focusing on international collaboration and innovation in the digital economy [1] - The forum aimed to explore opportunities for digital economy enterprises to expand internationally, discussing topics such as digital transformation in emerging markets and sustainable development [1][2] - A project document was signed by representatives from UNDP, the Ministry of Commerce, and local government, aiming to establish Beijing as a global digital economy innovation hub [2] Group 2 - The Daxing District, as the project location, is positioned as a world-class aviation hub with a favorable business environment, facilitating the implementation of the digital economy project [2] - A comprehensive service platform for the Belt and Road Initiative was launched, focusing on supporting digital enterprises in their international expansion [2] - The Beijing Outbound Base signed agreements with 16 leading companies, with a total contract value exceeding 10 billion, to foster international competitiveness in the digital economy [3]

Group 1 - The core viewpoint is that Chinese companies are undergoing a significant transformation in their overseas expansion strategies, shifting from "labor export" to "solution export and digital support" driven by artificial intelligence and global cooperation [1][2] - The "Beijing Digital Economy Enterprise Overseas Innovation Service Base" has integrated eight core services and has supported over 150 companies in market selection, significantly enhancing cross-border compliance efficiency [2][4] - The global digital transformation is creating new demands and opportunities for Chinese companies, particularly in emerging markets, with sectors like cloud computing and artificial intelligence seeing rapid growth [3][4] Group 2 - Leading listed companies are transitioning from "labor output" to "solution export," with Softcom Power focusing on mature digital solutions and establishing international headquarters in Singapore [4][5] - Trust and compliance are essential for successful overseas operations, with companies needing to respect local regulations and cultural nuances to build credibility [5][6] - A new international cooperation platform, including the "Digital Economy Overseas International Cooperation Alliance," has been established to support companies in navigating overseas challenges and opportunities [5][6]

证券代码：300465 证券简称：高伟达 公告编号：2025-036 高伟达软件股份有限公司 关于公司完成工商变更登记并换发《营业执照》 1、名称：高伟达软件股份有限公司 2、统一社会信用代码：91110000633713369X 3、类型：股份有限公司（台港澳与境内合资、上市） 4、住所：北京市大兴区经济开发区科苑路18号3幢一层A1396室 5、法定代表人：于伟 6、注册资本：人民币元44374.9357万元 的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 高伟达软件股份有限公司（以下简称"公司"）于2025年6月30日 召开2025年第一次临时股东大会，审议通过了《关于变更注册地址并 修订<公司章程>的议案》。具体内容详见公司刊登在中国证监会指定 创业板信息披露网站的相关公告。 近日，公司已完成了相关工商变更登记手续，并取得由北京市大 兴区市场监督管理局换发的《营业执照》。 主要信息如下： 许可证管理商品的按照国家有关规定办理申请。）（市场主体依法自主 选择经营项目，开展经营活动；依法须经批准的项目，经相关部门批 准后依批准的内容开展经营活动；不 ...

证券代码：300465 证券简称：高伟达 公告编号：2025-035 高伟达软件股份有限公司 关于控股股东减持股份触及 1%整数倍的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 高伟达软件股份有限公司（ 以下简称"高伟达"或"公司"）于 2025 年 5 月 20 日披露了（ 关于控股股东减持股份的预披露公告》 公告编 号：2025-027），股东鹰潭市鹰高投资咨询有限公司（ 以下简称"鹰高 投资"）计划自上述减持计划公告披露之日起 15 个交易日后的 3 个月 内以集中竞价、大宗交易方式减持公司股份合计不超过公司股份总数 的 2.99%。 公司于 2025 年 6 月 30 日披露了 关于控股股东减持股份触及 1%整数倍的公告》 公告编号：2025-033），控股股东鹰高投资于 2025 年 6 月 11 日至 2025 年 6 月 30 日期间以集中竞价方式累计减持公司 股份 4,261,700 股，占公司总股本的 0.96%，其持有公司股份比例从 22.96%降至 22.00%。 公司于近日收到控股股东鹰高投资出具的（ 关于减持股份触及 1% 整 ...

Summary of Key Points Group 1: Market Overview - On July 2, a total of 59 stocks in the A-share market experienced block trading, with a total transaction value of 979 million yuan [1] - The top three stocks by transaction value were Hongsoft Technology (166 million yuan), Minglida (96.9 million yuan), and Gaweida (52.83 million yuan) [1] Group 2: Pricing Trends - Among the stocks traded, 14 stocks were transacted at par value, 5 at a premium, and 40 at a discount [1] - The stocks with the highest premium rates were Tianyin Holdings (11.86%), Qidi Environment (10.55%), and Guoxuan High-Tech (4.31%) [1] - The stocks with the highest discount rates were Shengwugu (29.43%), Minglida (20.34%), and Heshun Technology (20.07%) [1] Group 3: Institutional Trading Activity - The top stocks by institutional buying were Gaweida (52.83 million yuan), Oujing Technology (26.30 million yuan), and Hualing Steel (25.48 million yuan) [2] - The top stocks by institutional selling were Zhongke Ruankai (48.42 million yuan), Huicheng Vacuum (13.45 million yuan), and Yuyue Medical (11.89 million yuan) [2]

Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层邮政编码 100025 电话:(86-10)5809-1000 传真:(86-10)5809-1100 北京市竞天公诚律师事务所 关于高伟达软件股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：高伟达软件股份有限公司 北京市竞天公诚律师事务所（以下简称"本所"）受高伟达软件股份有限公司 （以下简称"高伟达"或"公司"）委托，委派律师出席高伟达 2025 年第一次临时 股东大会（以下简称"本次股东大会"），并根据《中华人民共和国证券法》（以下 简称"《证券法》"）、《中华人民共和国公司法》（以下简称"《公司法》"）、《上市 公司股东会规则》（以下简称"《股东会规则》"）等法律法规、规范性文件及现行 有效的《高伟达软件股份有限公司章程》（以下简称"《公司章程》"）的有关规 定，出具本法律意见书。 本所律师按照《股东会规则》的要求对高伟达本次股东大会的合法、合规、 真实、有效进行了充分的核查验证，保证本法律意见书不存在虚假、误导性陈述 及重大遗漏，并对本法律意见书的真实性、准确性、完整性承担相应的法律责任。 本法律意见书仅供高伟达为本次股 ...