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7月初广汽集团"掌门人"冯兴亚登门拜访任正非之后，广汽+华为联手的华望汽车项目，果然按下加速 键。 南都·湾财社记者获悉，华望汽车项目近日又有最新进展。一方面，华望正式开启城市招募计划，首批 40城覆盖五大区域；另一边，广汽埃安向华望增资6亿元。这一举动背后有何深意？推向台前的，为什 么是埃安？ 先说说华望汽车的城市招募计划。 根据官方公布的消息，8月13日正式开启城市招募计划，首批40城包括其大本营广州、深圳以及北京、 天津、上海、成都、重庆、武汉等核心城市，覆盖国内五大区域。每个城市计划招募1-2家合作伙伴， 后续批次需待首批完成后推进。 华望汽车在销售渠道模式上实现了创新，采取"1+N"代理制。其中，1+N网络结构中的"1"为用户中心， 选址核心汽车城商圈，承担品牌展示、销售咨询、售后支持等综合功能，体验中心"N"，分散于商超等 高流量商圈，专注试驾、快修服务及社区互动。这意味着华望的销售渠道，坚持"少商多店"原则，通过 轻资产扩张提升覆盖率。 华望汽车经销商具备的代理制运营特点，包括经销商免库存压力，仅负责订单收集，厂家直发车辆并支 付单车返点；厂家提供建店补贴、租金补贴等支持，降低合作伙伴投入风险， ...

Core Viewpoint - Huawei's offline exhibition of Ascend 384 super node real machine is expected to boost related concept stocks significantly, leading to a notable increase in the Hong Kong stock market [1][15]. Market Performance - On July 18, the Hang Seng Technology Index rose by 1.65% to 5538.83 points, while the Hang Seng Index increased by 1.33% to 24825.66 points. The total market turnover was HKD 238.69 billion, with net inflows from southbound funds amounting to HKD 5.93 billion [1][2]. Individual Stock Movements - Alibaba's stock rose by 2.93% following the opening of its cross-border e-commerce incubation center in Jinan, which spans 20,000 square meters and includes 2,000 square meters of modern facilities [4][6]. - Bilibili's stock surged by 4.06% due to the introduction of the "Shanghai Nine" policy aimed at attracting content creators, which is expected to enhance the influence of cultural storytelling [8][9]. - China New Economy Investment saw a dramatic increase of 394.38% in its stock price after the founder of Meitu acquired a 50.71% stake, triggering a mandatory general offer [10][12]. Semiconductor Sector - The semiconductor sector showed mixed performance on July 18, with stocks like SMIC rising by 1.73% and Kanton rising by 5.33%, while Shanghai Fudan fell by 1.30% [13][14]. - TSMC reported a net profit of TWD 398.3 billion for Q2, a year-on-year increase of 60.7%, exceeding market expectations. Additionally, NVIDIA and AMD have resumed sales to China after receiving U.S. government approvals [14][15]. Huawei Concept Stocks - Stocks related to Huawei, such as Huiliang Technology, surged by 15.56%, reaching a new high since February 27, with a trading volume of HKD 0.952 billion and a turnover rate of 7% [16].

Group 1 - The A-share market opened lower and continued to decline, with the ChiNext index falling by 1% [1] - The Shenzhen Component Index decreased by 0.8%, while the Shanghai Composite Index saw a slight drop of 0.12% [1] - Huawei concept stocks experienced significant declines, leading the market downturn [1]

Core Viewpoint - Recently, Softcom Power Information Technology (Group) Co., Ltd. announced plans to raise no more than 3.378 billion yuan through a private placement of shares, aimed at funding projects such as the Beijing-Tianjin-Hebei Soft Communication Intelligent Manufacturing Base and the AIPC Intelligent Manufacturing Base, to advance its "integrated software and hardware, full-stack intelligence" strategy [1][12]. Company Overview - Softcom Power is a leading domestic software and information technology service provider, primarily offering end-to-end software and digital technology services, as well as digital operation services [3]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on March 15, 2022, raising a total of 4.630 billion yuan, with a net amount of 4.342 billion yuan after deducting issuance costs, mainly for delivery center construction, industry digital transformation, and R&D center projects [3]. Business Segments - The company's business is categorized into four main sectors: high technology and manufacturing, communication equipment, internet and operators, and financial technology [3]. - In the internet sector, Softcom Power serves as a core IT service supplier for major internet companies such as Alibaba, Tencent, Baidu, and ByteDance [3]. Strategic Partnerships - Softcom Power is considered a "Huawei concept stock," having deep collaborations with Huawei in areas such as HarmonyOS, Kunpeng, and Ascend [4]. - The company has been a core strategic partner of Huawei Cloud and one of the first collaborators on Huawei Cloud's Pangu large model, launching industry solutions for model inference [4]. Client Dependency and Revenue - Post-IPO, the company no longer discloses major client names, but the largest client contributed 41.79% and 36.61% of revenue in 2022 and 2023, respectively [5]. - The company has been diversifying its client base by expanding into finance, automotive, and energy sectors, reducing reliance on a single client, with the largest client's revenue contribution expected to drop to 25.38% in 2024 [5][6]. Financial Performance - For the fiscal year ending December 31, 2024, the company reported operating revenue of 31.316 billion yuan, a year-on-year increase of 78.13%, but net profit attributable to shareholders fell by 66.29% to 180 million yuan, indicating a situation of revenue growth without profit growth [7]. - The company's main revenue sources are software and digital technology services, contributing 18.12 billion yuan (57.86%) and computing products and intelligent electronics, contributing 12.92 billion yuan (41.26%) [9]. Profitability Concerns - The company's gross profit margin has been declining for four consecutive years, dropping from 27.22% in 2020 to 12.46% in 2024 [9]. Fundraising and Shareholder Actions - The planned private placement will involve issuing shares to no more than 35 specific investors, with 1.378 billion yuan allocated for the Beijing-Tianjin-Hebei Soft Communication Intelligent Manufacturing Base, 1.175 billion yuan for the AIPC Intelligent Manufacturing Base, 663 million yuan for the Huailai Intelligent Computing Center, and 160 million yuan for intelligent upgrades of computer workshops [12]. - Concurrently, a major shareholder, CEL Bravo Limited, announced plans to reduce its stake by 1%, potentially raising around 300 million yuan, which has led to speculation about shareholder disagreements [12].