登录新浪财经APP 搜索【信披】查看更多考评等级 （二）董事会意见 公司董事会认为：公司及下属子公司依据实际情况进行资产减值准备计提，符合《企业会计准则》及公 司会计政策的相关规定，公允地反映了公司的资产状况，公司董事会同意公司本次计提资产减值准备的 事项。 （三）监事会意见 监事会认为：公司根据《企业会计准则》等相关规定，结合公司资产及经营的实际情况计提减值准备， 更能公允地反映公司的财务状况和经营成果，相关决策程序符合有关法律、法规和《公司章程》等规 定，不存在损害公司及股东利益的情形。公司监事会同意公司本次计提资产减值准备的事项。 特此公告。 福建福光股份有限公司 董事会 2025年4月22日 证券代码：688010 证券简称：福光股份 公告编号：2025-022 福建福光股份有限公司 网络投票起止时间：自2025年5月19日 关于召开2024年年度股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 至2025年5月19日 重要内容提示： 2024年年度股东大会 召开日期时间：2025年5月19日 15点0 ...

东方通连跌7天，南方基金旗下1只基金位列前十大股东 3月26日，东方通连续7个交易日下跌，区间累计跌幅-13.31%。北京东方通科技股份有限公司(股票代码:300379.SZ),中国中间件的开拓者和领导者,大安全及 行业信息化解决方案提供商,以"安全+"、"数据+"和"智慧+"三大产品体系为基础,为客户提供优质的中间件、网络信息安全及行业数字化产品、解决方案及服 务支撑。 财报显示，南方基金旗下南方中证1000ETF为东方通前十大股东，去年三季度增持。今年以来收益率5.97%，同类排名807(总3440)。 | | | 南方中证1000ETF基金经理为崔蕾。 简历显示，崔蕾女士:中国国籍,康奈尔大学金融工程硕士,金融风险管理师(FRM),特许金融分析师(CFA),具有基金从业资格。2015年2月加入南方基金,历任数 量化投资部助理研究员、研究员,指数投资部研究员;2019年7月12日至2021年4月23日,任南方小康ETF、南方小康ETF联接基金经理;2019年6月28日至2022年2 月18日,任大数据300基金经理;2020年3月26日至2023年3月27日,任南方粤港澳大湾区联接基金经理;2022年12 ...

Core Viewpoint - Shengyang Co., Ltd. experienced a significant trading day on March 18, with a notable increase in stock price and trading volume, indicating strong market interest and institutional buying activity [2][3]. Trading Performance - The stock reached its daily limit, with a turnover rate of 24.60% and a total transaction value of 1.978 billion yuan, showing high trading activity [2]. - The stock's price deviation reached 9.51%, leading to its inclusion on the daily trading list [2]. Institutional Activity - Institutions net bought 31.2042 million yuan, while total net buying from brokerage seats amounted to 46.7656 million yuan [2]. - The top five brokerage seats accounted for a total transaction value of 654 million yuan, with net buying of 77.9698 million yuan [2]. Recent Trends - Over the past six months, the stock has appeared on the trading list seven times, with an average price increase of 2.23% the day after being listed and an average increase of 3.53% over the following five days [2]. - The stock saw a net inflow of 172 million yuan from major funds on the day, with a significant inflow of 221 million yuan from large orders [2]. Detailed Brokerage Activity - The top buying brokerage was Guosheng Securities, with a purchase amount of 106.6797 million yuan, while the top selling brokerage was Changjiang Securities, with a selling amount of 104.5749 million yuan [2][3]. - Two institutional specialized seats were involved in the trading, with a combined net purchase of 31.2042 million yuan [2].

证券研究报告 | 海外宏观 【兴证宏观 | 经济脉搏】海外周报 2025.03.10-2025.03.16 风险偏好下降 分 析 师：.段 超（S0190516070004） 卓 泓（S0190519070002） 研究助理：王祉凝 报告日期：2025年3月16日 投资要点 KEY POINTS 美国：经济软指标继续降温但就业暂保持韧性，美元与美债利率继续震荡，关税不确定性压制美股。周三发布的美国CPI全面弱于预期后，市场对 滞胀担忧或有所缓和，推动美债利率、美元上涨；后半周公布的初请失业金人数下降，绝对水平仍较低，3月消费者信心指数继续下滑。2月末3月 初市场的衰退担忧暂缓，美元与美债利率横盘震荡；而关税不稳定性继续抑制风险偏好，美股下跌、黄金上涨，现货黄金一度涨破3000美元/盎司。 政策反复与政府裁员动摇居民收入和企业投资预期，美国经济短期内或继续偏弱运行，但由于失业率等硬指标仍存韧性，市场对下周FOMC会议上 降息预期微弱，关注新一期点阵图对未来通胀、利率走势的指引以及鲍威尔表态。财政方面，截至周五，众议院提出的新一版持续决议（用于将联 邦政府自由裁量支出维持到本财年结束，详参《 美国财政整顿 》）赶 ...

Core Viewpoint - The current trend in the computer industry is shifting from strong beta to strong alpha, with expectations that the momentum will be stronger than the upward trend observed from 2018 to 2020. The focus should be on sectors with significant industrial changes and growth potential, such as AI applications, cloud computing, and eCall, while also identifying companies with sustained performance exceeding expectations [1][2]. Group 1 - The release of Manus has heightened expectations for AGI (Artificial General Intelligence), which is seen as the ultimate goal of AI. This development is expected to accelerate the evolution of major tech companies in the AGI field and the implementation of AI agents across various applications [2]. - From a long-term investment perspective, the fermentation of AGI expectations often represents the final sprint phase for AI investments. If sustained industrial changes support this trend, the market will likely exhibit strong continuity [2]. - The launch of Alibaba's open-source QwQ-32B model, which has performance comparable to the full version of DS-R1 but with significantly lower computational requirements, indicates that leading domestic models will continue to emerge. The valuation premium for companies with scene positioning capabilities will be significantly higher than that for companies tied to a specific large model [2]. Group 2 - The report emphasizes the rapid rise of the RISC-V open-source ecosystem as a significant branch of domestic innovation, highlighting its importance in the current technological landscape [3].

Core Viewpoint - The article emphasizes maintaining long-term confidence and increasing positions in core leading companies during market adjustments, particularly in the AI and domestic sectors [2][4]. Summary by Sections Weekly Viewpoint - The market has experienced adjustments due to previous rapid increases and the disclosure of performance reports. Looking ahead, the completion of performance reports and the upcoming important policy window are expected to improve performance in Q1 2025 [2][4]. Deep Dive on DeepSeek - DeepSeek, a leader in AI equity, has made significant progress by open-sourcing various solutions, including DeepEP and DeepGEMM, which optimize both hardware and applications. The company has also implemented a "staggered pricing" strategy, significantly reducing API call prices during off-peak hours, which is anticipated to accelerate AI application development [2][3]. Global AI Industry Trends - The global AI industry is experiencing accelerated resonance, with notable advancements from domestic models like Doubao and DeepSeek. OpenAI's release of ChatGPT 4.5 has also shown significant improvements in human-like interactions, contributing to the ongoing trend in the AI sector [2]. Investment Strategy - The recommendation is to continue over-allocating resources to the AI sector, focusing on core leading companies as the industry trends evolve and mature [2].

证券代码：300640 证券简称：德艺文创 公告编号：2025-013 德艺文化创意集团股份有限公司 关于延期归还闲置募集资金并继续用于 暂时补充流动资金的公告 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。 德艺文化创意集团股份有限公司（以下简称"公司"或"德艺文 创"）于2025年2月25日召开的第五届董事会第十六次会议和第五届 监事会第十三次会议审议通过了《关于延期归还闲置募集资金并继续 用于暂时补充流动资金的议案》。为满足公司发展需要，提高募集资 金的使用效率，降低财务成本，优化财务结构，维护公司和股东的利 益，董事会同意公司在保证实施募集资金投资项目的资金需求和募集 资金投资项目正常进行的前提下，延期归还闲置募集资金12,000万元， 并继续用于暂时补充流动资金，延期归还期限自公司董事会批准之日 起不超过6个月，到期将归还至募集资金专户。现将相关事项公告如 下： 一、募集资金基本情况 1、募集资金的基本情况 2020年10月15日，经中国证监会出具《关于同意德艺文化创意集 团股份有限公司向特定对象发行股票注册的批复》（证监许可〔2020〕 2586号 ...