上海风语筑文化科技股份有限公司 简式权益变动报告书 上市公司名称：上海风语筑文化科技股份有限公司 股票上市地点：上海证券交易所 股票名称：风语筑 股票代码：603466 信息披露义务人一：李晖 住所/通讯地址：上海市徐汇区乌鲁木齐中路××号××室 信息披露义务人二：辛浩鹰 住所/通讯地址：上海市徐汇区乌鲁木齐中路××号××室 信息披露义务人三：上海励构投资合伙企业（有限合伙） 住所/通讯地址：上海市静安区江场三路 76、78 号 1013 室 股票变动性质：股份减少 签署日期：2025 年 7 月 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》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"） 及相关的法律、法规编写本报告书。 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》《准则 15 号》的规定，本报告书已全面披 露了信息披露义务人在上海风语筑文化科技股份有限公司中拥有权益的股份变 动情况；截至本报告书签署 ...

| 证券代码：603466 | 证券简称：风语筑 | 公告编号：2025-039 | | --- | --- | --- | | 债券代码：113643 | 债券简称：风语转债 | | 上海风语筑文化科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1%、5%刻 度暨披露简式权益变动报告书的提示性公告 控股股东李晖、辛浩鹰及其一致行动人上海励构投资合伙企业（有限 合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他 | 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 46.22% 权益变动后合计比例 45.00% 本次变动是否违反已作出的承诺、意向、计划 是□ 否 是 ...

Group 1: Core Themes of the Event - The 9th Inner Mongolia Cultural Industry Expo aims to showcase the new achievements in the cultural industry of Inner Mongolia and enhance cultural exchange and cooperation [1] - The event features nine exhibition areas and gathers over 500 exhibitors from more than 20 countries and regions, as well as 25 provinces in China [1] Group 2: Cultural Branding and Innovation - The expo focuses on enhancing the North Border cultural brand through the "Impression of North Border Cultural Theme Exhibition," which includes three thematic sections highlighting the cultural heritage and development of Inner Mongolia [2] - Various activities, such as the 4th Autonomous Region Cultural Brand (IP) Creative Design Competition and seminars, aim to explore new paths for developing the cultural brand of North Border [2] Group 3: Technological Integration in Culture - The event showcases innovative products and new business models in the "Cultural Technology Theme Exhibition," featuring advanced technologies like humanoid robots and AI applications [3] - A new "Smart Tourism Theme Exhibition" presents various outdoor lifestyle solutions, including rapid coffee-making robots and smart temperature-controlled clothing [3] Group 4: Industry Collaboration and Internationalization - The expo serves as a platform for cultural industry exchange, bringing together leading companies in cultural technology and smart tourism, as well as prominent cultural institutions [4] - The international exhibition area has expanded by 20%, featuring exhibitors from over 20 countries, promoting deeper exchanges with countries along the Belt and Road Initiative [4] Group 5: Cultural Consumption and Future Development - The expo includes leisure and fashion consumption areas, showcasing a variety of cultural products to meet diverse consumer needs [5] - During the event, multiple thematic and supporting activities are held to promote cultural industry development, positioning the expo as a key driver for high-quality growth in Inner Mongolia's cultural sector [5]

Summary of Key Points Core Viewpoint - Windy City has seen significant trading activity on July 21, with a total of 11 transactions amounting to 6.5647 million shares and a total transaction value of 61.3143 million yuan, indicating strong institutional interest in the stock [2]. Trading Activity - The average transaction price was 9.34 yuan, representing a discount of 10.96% compared to the closing price of the day [2]. - Institutional specialized seats participated in 8 of the transactions, with a total transaction value of 55.2433 million yuan, indicating a net buying position of the same amount [2]. - Over the past three months, Windy City has recorded a total of 29 block trades, with a cumulative transaction value of 110 million yuan [2]. Stock Performance - The closing price of Windy City on the day was 10.49 yuan, reflecting an increase of 3.86%, with a daily turnover rate of 8.27% and a total transaction value of 528 million yuan [2]. - The net inflow of main funds for the day was 1.2509 million yuan, and over the past five days, the stock has increased by 3.55% with a total net inflow of 1.3112 million yuan [2]. Margin Trading Data - The latest margin financing balance for Windy City is 268 million yuan, which has decreased by 11.4915 million yuan over the past five days, representing a decline of 4.12% [2].

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on July 21, with a total transaction volume of 1.717 billion yuan across 75 stocks, indicating notable investor interest in specific companies [1]. Group 1: Trading Activity - A total of 75 stocks had block trades, with a total transaction value of 1.717 billion yuan [1]. - The top three stocks by transaction value were SAIC Motor Group (1.57 billion yuan), Tianwei Food (1.55 billion yuan), and Sifang Co., Ltd. (1.07 billion yuan) [1]. Group 2: Pricing Trends - Among the stocks traded, 10 stocks were sold at par value, 5 at a premium, and 60 at a discount [1]. - The stocks with the highest premium rates were Jiangsu Shentong (2.64%), Jindi Group (1.83%), and Minsheng Bank (1.11%) [1]. - The stocks with the highest discount rates were Langke Intelligent (27.09%), Energy Iron Han (25.78%), and Betta Pharmaceuticals (22.86%) [1]. Group 3: Institutional Trading - The top stocks by institutional buying were SAIC Motor Group (1.57 billion yuan), XCMG Machinery (1.04 billion yuan), and Milky Way (77.6 million yuan) [2]. - The top stocks by institutional selling included North Copper Industry (30.9 million yuan), Jindi Group (15.9 million yuan), and New Strong Link (3.5 million yuan) [2].

Investment Rating - The report upgrades the semiconductor industry rating from "in line with the market" to "attractive," citing strong AI demand as a key driver [24]. Core Insights - H20 chip supply is expected to recover, with domestic CSP capital expenditures likely to restart an upward trend. The approval of H20 chip sales to China by the U.S. is anticipated to alleviate the current GPU supply shortage, enabling Chinese cloud vendors to resume capital expenditures [3][24]. - The overseas computing power chain is experiencing an upturn, with leading companies in optical modules and PCBs reporting positive earnings forecasts for the first half of 2025. Meta's plans to build multiple GW-level laboratories further validate this trend [3][24]. - The report suggests focusing on sectors significantly impacted by the H20 chip ban, including servers, liquid cooling, power supplies, computing power leasing, and cloud service providers [3][24]. Market Weekly Review - The TMT sector's performance from July 14 to July 18 shows the following weekly changes: - Communication: +7.56% - Electronics: +2.15% - Computers: +2.12% - Media: -2.24% - Notable sub-sectors include: - Communication network equipment and devices: +15.82% - Printed circuit boards: +11.05% - Horizontal general software: +5.24% - Top-performing stocks in the electronics sector include Dongtian Micro (+30.19%), *ST Hengjiu (+27.67%), and Zhongdian Port (+25.65%) [3][12][24]. Industry News and Key Company Announcements - Significant events include the 12th Trusted Cloud Conference on July 22 and the 2025 World Artificial Intelligence Conference on July 26 [14][16]. - Nvidia announced the launch of the entry-level Blackwell graphics card RTX5050, set to be released in late July [14]. - The report highlights various AI-related developments, including OpenAI's new AI agent and advancements in AI applications for malaria diagnosis [17][18][21].

Core Viewpoint - The announcement details a change in the equity stake of the controlling shareholders of Shanghai Fengyuzhu Cultural Technology Co., Ltd., indicating a reduction in their combined shareholding from 47.20% to 46.22% due to a recent share reduction transaction [1][2]. Group 1: Shareholder Information - The controlling shareholders, Li Hui and Xin Haoying, along with their concerted action party, Shanghai Ligou Investment Partnership (Limited Partnership), have confirmed the accuracy and completeness of the information provided [1]. - The equity change was executed through block trading, where Li Hui reduced his holdings by 5,331,000 shares and Shanghai Ligou Investment Partnership reduced by 550,200 shares [1][2]. Group 2: Equity Change Details - The total shareholding before the change was 28,077,491.9 shares, representing 47.20%, which decreased to 27,489,371.9 shares, or 46.22%, after the transaction [2]. - The reduction in shareholding has not triggered any mandatory tender offer obligations and is consistent with previously disclosed plans and commitments by the shareholders [1][2]. Group 3: Regulatory Compliance - The company has adhered to relevant regulations regarding shareholder share reductions, including the Shanghai Stock Exchange's rules and guidelines [2]. - The ongoing share reduction plan has not been fully executed as of the announcement date, and it is stated that this change will not significantly impact the company's governance structure or ongoing operations [2].

| 证券代码：603466 | 证券简称：风语筑 | 公告编号：2025-038 | | --- | --- | --- | | 债券代码：113643 | 债券简称：风语转债 | | 上海风语筑文化科技股份有限公司 关于控股股东及其一致行动人权益变动触及 1%刻度 的提示性公告 控股股东李晖、辛浩鹰及其一致行动人上海励构投资合伙企业（有限 合伙）保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他 | 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 47.20% 权益变动后合计比例 46.22% 本次变动是否违反已作出的承诺、意向、计划 是□ 否 是否触发强制要约收购 ...

Core Insights - The report maintains a bullish outlook on the humanoid robot industry, emphasizing opportunities in both domestic and international supply chains and application sectors [1][3] - The emergence of Tesla's Optimus project is seen as a catalyst for industry transformation, marking the beginning of mass production in humanoid robots [5][6] - The report highlights the collaboration between major tech companies like Huawei, Tencent, and Baidu with humanoid robot firms, indicating a trend towards integrated technological advancements [12] Group 1: International Supply Chain - Tesla's Optimus project exemplifies the automotive industry's entry into robot self-research, with hundreds of companies involved in developing the first complete humanoid robot supply chain [6] - The report notes that Tesla aims to produce thousands of Optimus robots by 2025, with plans to scale production to 500,000 units by 2030 [7] - The cost of producing the Optimus robot is projected to decrease from $200,000 to $20,000 through the reuse of automotive supply chains [8] Group 2: Domestic Supply Chain - The report identifies Figure, founded by Brett Adcock, as a promising player in the humanoid robot sector, leveraging past entrepreneurial successes [9] - Figure's first humanoid robot, Figure 01, was launched in October 2023, showcasing capabilities such as learning tasks through human demonstration [10] - The report outlines significant funding rounds for Figure, including a $675 million Series B round in February 2024, with investments from major tech firms [10] Group 3: Application Sectors - The report discusses the evolution of the elderly care robot industry towards more humanized, specialized, lightweight, intelligent, and widespread applications [13] - Exoskeleton robots are expanding from industrial applications to elderly care, assisting caregivers and enhancing mobility for seniors [14] - Bionic robots are rapidly finding applications in cultural tourism, serving as guides and performers, thus enhancing the visitor experience [15] Group 4: Industry Chain Recommendations - The report suggests monitoring key players in the Tesla robot supply chain, including companies like Sanhua Intelligent Controls and Top Group [16] - For the elderly care and exoskeleton robot sectors, companies such as Ousheng Electric and MediTech are highlighted as potential investment opportunities [17]

Group 1 - The cultural media sector is experiencing a significant downturn, with Huamei Holdings (000607) hitting the daily limit down [1] - Yuanlong Yatu (002878) has seen a decline of nearly 10% [1] - Other companies such as Fengyuzhu (603466), Zhejiang Wenhu Internet (600986), Xinhua Media (600825), Chuanwang Media (300987), and Tiandi Online (002995) are also following the downward trend [1]