证券代码：301396 证券简称：宏景科技 公告编号：2025-069 宏景科技股份有限公司 关于本次向特定对象发行股票摊薄即期回报的 影响分析及填补措施和相关主体承诺的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》（国办发〔2013〕110 号）、《关于加强监管防范风险推动资本市场高 质量发展的若干意见》（国发〔2024〕10 号）以及中国证监会发布的《关于首 发及再融资、重大资产重组摊薄即期回报有关事项的指导意见》（证监会公告 〔2015〕31 号）等规定的相关要求，为保障中小投资者利益，公司就本次向特 定对象发行股票对即期回报摊薄的影响进行了审慎、客观的分析，并提出了具体 的填补回报措施，相关主体也对公司填补回报措施能够得到切实履行作出了承诺， 具体情况如下： 一、本次向特定对象发行摊薄即期回报对公司主要财务指标的影 响 7、假设不考虑本次发行募集资金到账后对公司生产经营、财务状况等（如 营业收入、财务费用、投资收益等）的影响。 （一）测算假设及前提条件 以下假设仅为测算 ...

公司本次向特定对象发行 A 股股票预案等相关公告披露事项不代表审核、 注册部门对于本次发行相关事项的实质性判断、确认、批准或注册，公司本次向 特定对象发行 A 股股票相关事项的生效和完成尚需公司股东会审议通过及深圳 证券交易所审核通过并经中国证券监督管理委员会同意注册后方可实施。敬请广 大投资者注意投资风险。 特此公告。 宏景科技股份有限公司董事会 宏景科技股份有限公司 关于 2025 年度向特定对象发行 A 股股票预案披露的 提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 宏景科技股份有限公司（以下简称"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，审议通过了公司关于向特定对 象发行 A 股股票的相关议案。《宏景科技股份有限公司 2025 年度向特定对象发 行 A 股股票预案》等相关公告已于 2025 年 8 月 26 日刊登在巨潮资讯网 （http://www.cninfo.com.cn），敬请广大投资者注意查阅。 证券代码：301396 证券简称：宏景科技 公告编号：2025-067 2025 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-065 GloryView Technology Co., Ltd. （广州市黄埔区映日路 111 号） 2025 年向特定对象发行 A 股股票 募集资金使用可行性分析报告 2025 年 8 月 一、本次募集资金的使用计划 本次向特定对象发行 A 股股票（以下简称"本次发行"）募集资金总额不 超过人民币 135,369.88 万元，扣除发行费用后募集资金净额拟投资于以下项目： 如本次发行实际募集资金（扣除发行费用后）少于拟投入募集资金总额， 公司董事会将根据募集资金用途的重要性和紧迫性安排募集资金的具体使用， 不足部分将通过自有资金等自筹方式解决。在本次向特定对象发行股票募集资 金到位之前，如公司以自有资金先行投入上述项目建设，公司将在募集资金到 位后按照相关法律、法规规定的程序予以置换。在最终确定的本次募投项目范 围内，公司董事会可根据项目的实际需求，对上述项目的募集资金投入顺序和 金额进行适当调整。 二、本次募集资金投资项目的实施背景 宏景科技股份有限公司 数字经济快速发展推动数字基础设施建设步伐加快。大模型的大规模商业 化应用已成熟，拉动算 ...

华兴会计师事务所（特殊普通合伙） w 宏景科技股份有限公司 前次募集资金使用情况鉴证报告 华兴专字[2025]24015280075 号 前次募集资金使用情况鉴证报告 华兴专字[2025]24015280075 号 宏景科技股份有限公司全体股东： 我们接受委托，对后附的宏景科技股份有限公司（以下简称"宏景科技" 或"公司"）董事会编制的截至 2025 年 6 月 30 日的《前次募集资金使用情况 报告》执行了鉴证工作。 一、董事会的责任 宏景科技董事会的责任是按照中国证券监督管理委员会《监管规则适用 指引——发行类第 7 号》的规定编制《前次募集资金使用情况报告》，并保证 其内容真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是对宏景科技董事会编制的《前次募集资金使用情况报告》 发表鉴证结论。我们按照《中国注册会计师其他鉴证业务准则第 3101 号—— 历史财务信息审计或审阅以外的鉴证业务》的规定计划和实施鉴证工作，以 对上述《前次募集资金使用情况报告》是否不存在重大错报获取合理保证。 在鉴证工作中，我们结合宏景科技实际情况，实施了包括询问、检查会计记 录等我们认为必 ...

w 宏景科技股份有限公司 非经常性损益鉴证报告 华兴专字[2025]24015280085 号 华兴会计师事务所（特殊普通合伙） 宏景科技股份有限公司 非经常性损益的鉴证报告 华兴专字[2025]24015280085 号 宏景科技股份有限公司全体股东： 我们接受委托，鉴证了后附的宏景科技股份有限公司（以下简称"宏景 科技"或"公司"）管理层编制的 2022 年度、2023 年度、2024 年度及 2025 年 1-6 月的非经常性损益明细表。 一、对报告使用者和使用目的的限定 本报告仅供宏景科技申请向特定对象发行股票之目的使用，不得用于其 他目的。我们同意将本鉴证报告作为宏景科技申请向特定对象发行股票的必 备文件，随同其他申报材料一起上报。 二、管理层的责任 宏景科技管理层的责任是提供真实、合法、完整的相关资料，按照中国 证券监督管理委员会颁布的《公开发行证券的公司信息披露解释性公告第 1 号—非经常性损益》的相关规定编制非经常性损益明细表，并保证其内容真 实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏。 三、注册会计师的责任 我们按照《中国注册会计师其他鉴证业务准则第 3101 号—历史财务信息 ...

证券代码：301396 证券简称：宏景科技 公告编号：2025-073 宏景科技有限公司 宏景科技股份有限公司（以下简称"公司"或"本公司"）股票于 2025 年 8 月 25 日、8 月 26 日、8 月 27 日连续 3 个交易日收盘价格涨幅偏离值累计超过 30%， 根据《深圳证券交易所交易规则》，属于股票异常波动的情形。 二、公司关注并核实情况的说明 针对公司股票异常波动情况，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处。 （二）近期公司经营情况正常，内外部经营环境未发生重大变化。截至目前， 公司业务未发生变动。 （三）经核实，公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项。 （四）经核实，公司控股股东、实际控制人以及本公司董事、监事、高级管 理人员在股票交易异常波动期间均不存在买卖本公司股票的行为。 股票交易异常波动公告 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。 一、股票交易异常波动情况 1、经自查，公司不存在违反公平信息披露规定的其他情 ...

Group 1 - On the institutional trading board, 32 stocks were listed, with 15 experiencing net buying and 17 net selling [1] - The top three stocks with the highest institutional buying were Chengfei Integration (186 million), Hongjing Technology (116 million), and GoerTek (100 million) [1] Group 2 - Changxin Bochuang saw a net buying of 426 million from seven institutions, with its self-developed AOC optical transceiver chips holding a leading global market share [3] - The company has completed multi-platform verification for its 800G multimode AOC, which is expected to lead to bulk supply for important clients [3] - The AEC product line has achieved multi-client sampling and small batch delivery, with a deep collaboration with Marvell to launch a 1.6T AEC product, potentially generating new revenue streams [3] Group 3 - The State Council released opinions on implementing "Artificial Intelligence +" actions, aiming for over 70% penetration of new intelligent terminals and intelligent agents by 2027, and over 90% by 2030 [4] - Northeast Securities highlighted that edge AI is driving the evolution of terminal devices from "single-function" to "scene intelligence," establishing a core technological foundation for the Internet of Everything era [4] - Edge AI enhances the real-time capability, privacy, and autonomy of intelligent terminal devices, transforming them from traditional data collection tools into intelligent agents capable of perception, decision-making, and execution [4]

Market Overview - The A-share market experienced a decline in the afternoon, with the Shanghai Composite Index falling by 1.76%, the Shenzhen Component Index down by 1.43%, and the ChiNext Index decreasing by 0.69% [1] - The total trading volume exceeded 3.19 trillion yuan, marking the third instance in A-share history to surpass 3 trillion yuan in a single day [1] Sector Performance - Rare earth permanent magnet stocks showed strong performance, with Beikong Technology hitting the daily limit and Northern Rare Earth rising over 8%, briefly reaching the top of the Tonghuashun hot stock list [4][7] - The computing power leasing sector also saw gains, with Hongjing Technology surging over 19% at one point, closing up 8.71% [4] - In contrast, sectors such as real estate, liquor, beauty care, and innovative pharmaceuticals faced significant declines [4] Notable Stocks - Cambrian-U saw a rise of over 10% during the day, briefly surpassing Kweichow Moutai in stock price, and closing up 3.24% at 1372.1 yuan per share [4] - Kweichow Moutai closed down 2.27% at 1448 yuan per share [4] - Cambrian has increased over 93% since August [4] Rare Earth Sector Drivers - Key factors driving the rare earth sector include: - Policy support from the Ministry of Industry and Information Technology, which recently issued guidelines for rare earth mining and separation [10] - Significant revenue growth reported by Northern Rare Earth, with a 45.24% increase in revenue to 18.866 billion yuan and a staggering 1951.52% increase in net profit to 931 million yuan [10] - Rising prices of rare earth minerals and magnetic materials, contributing to a tight supply-demand balance [10] - Positive outlook for the entire rare earth permanent magnet industry chain, with strong orders from both upstream and downstream players [10] - Technological advancements by leading companies, enhancing competitiveness while reducing costs [10] Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector faced a downturn, with stocks like Yuekang Pharmaceutical dropping over 16%, and others like Hotgen Biotech and Guangsheng Tang falling more than 10% [11] - Analysts suggest that as the interim report season concludes, market focus will shift towards new directions, with continued optimism for innovative pharmaceuticals and overseas expansion [12]

Market Overview - The A-share market experienced a pullback in the afternoon, with the Shanghai Composite Index down 1.76%, the Shenzhen Component down 1.43%, and the ChiNext Index down 0.69% [1] - The total trading volume exceeded 3.19 trillion yuan, marking the third instance in A-share history to surpass 3 trillion yuan in a single day [1] Active Sectors - Rare earth permanent magnet stocks showed strong performance, with Beikong Technology hitting the daily limit and Northern Rare Earth rising over 8%, leading the hot stock list [3][4] - The computing power leasing concept also gained traction, with Hongjing Technology surging over 19% at one point, closing up 8.71% [3] Rare Earth Sector Drivers - Key drivers for the rare earth sector include: 1. Policy support from the Ministry of Industry and Information Technology, which recently issued regulations on rare earth mining and separation [3] 2. Significant revenue growth reported by Northern Rare Earth, with a 45.24% increase in revenue to 18.866 billion yuan and a staggering 1951.52% increase in net profit to 931 million yuan [3][4] 3. Continuous price increases for rare earth minerals and magnetic materials, maintaining a tight supply-demand balance [4] 4. Positive industry fundamentals, with robust demand from both upstream and downstream sectors [4] 5. Technological advancements by leading companies, enhancing competitiveness and reducing costs [4] Innovation Drug Sector - The innovation drug sector faced a downturn, with notable declines in stocks such as Yuekang Pharmaceutical down over 16% and Hejing Bio down over 10% [5] - Analysts suggest that as the mid-year report season concludes, market focus will shift towards new directions, particularly in innovation drugs and overseas expansion [6]

Group 1 - The computing power leasing sector experienced significant gains in the afternoon, with multiple companies reaching new highs [1] - Yitian Intelligent and Hongjing Technology hit intraday record highs, while Qiming Information achieved a consecutive two-day increase [1] - Companies such as Kehua Data, Data Port, and Runjian Co. saw their stock prices hit the daily limit, while Yuntian Lifa surged over 15% [1] Group 2 - Other companies including New Zhisoft, Youfang Technology, Dawi Technology, Capital Online, and UCloud also experienced upward movement in their stock prices [1]