问：公司 2024 年海外项目实现收入约 45.5 万元，2025 年计划成立境外分公司 主要为拓展哪些业务？ 证券代码：300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司 投资者关系活动记录表 | 编号：2025-05 | | --- | 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 华泰证券：王玮嘉 时间 2025年7月3日 9:00-10:00 地点 公司本部会议室 上市公司接待 人员姓名 总会计师兼董事会秘书 刘克冷、证券事务代表 宫文静 投资者关系活 动主要内 介绍 问：公司与火电厂直接签约的项目，属 EP（设计、采购）还是 EPC（设计、采 购及施工）类？ 答：公司与火电厂直接签约的项目直接供货、EP、EPC 类都有。 问：公司等离子体点火业务近几年签约和收入情况如何？ 答：为配合国家能源政策，近几年基建机组项目审批加快，由此新增一批基建 等离子点火项目，该业务近几年签约呈现增长。由于基建项目建设周期长，等 离子体点火业务收入确认时间与签约时间存在较长时间间隔。 问：公司 2025 年确认收入的订单 ...

Group 1 - The establishment of the Asia-Pacific Information Technology College marks the first Sino-foreign cooperative education institution in Guangxi, in collaboration with Malaysia's Asia Pacific University, highlighting a significant milestone in educational exchange between China and Malaysia [1][2] - The college aims to align with the development strategies of both countries, integrating quality resources to become a leading model for Sino-foreign cooperative education in the region [2] - The college will officially be established in 2025, offering three undergraduate programs: Computer Science and Technology, Software Engineering, and Network Engineering, utilizing a "4+0 dual degree" training model [2] Group 2 - The establishment of the college fills a gap in Sino-foreign cooperative education in the information technology field in Guangxi, which is crucial for advancing the China-ASEAN Information Port initiative [2] - The college aims to cultivate high-quality, internationalized, application-oriented IT talents to meet future workforce needs, leveraging educational resources from Asia Pacific University [3] - Graduates are expected to have broad employment prospects and strong competitiveness in fields such as artificial intelligence and IT [3]

Manufacturing Sector - The manufacturing PMI for June 2025 is 49.7%, an increase of 0.2 percentage points from the previous month[4] - In June, 11 out of 21 surveyed industries are in the expansion zone, an increase of 4 industries compared to last month[6] - Large enterprises' PMI is 51.2%, up 0.5 percentage points, while small enterprises' PMI is 47.3%, down 2.0 percentage points[11] Supply and Demand - The production index and new orders index are at 51.0% and 50.2%, respectively, both showing increases of 0.3 and 0.4 percentage points[15] - The supply and demand index has rebounded, aligning with seasonal trends, with certain industries like food and beverage showing expansion[15] - Non-metal mineral products and black metal smelting industries continue to contract due to insufficient end demand from the real estate sector[15] Price Index and Procurement - The main raw material purchase price index and factory price index are at 48.4% and 46.2%, both rising by 1.5 percentage points[20] - The procurement index has increased to 50.2%, up 2.6 percentage points, indicating a rise in enterprise procurement activity[21] Non-Manufacturing Sector - The service sector's business activity index is at 50.1%, a slight decrease of 0.1 percentage points, indicating stability[24] - The construction sector's business activity index is 52.8%, up 1.8 percentage points, showing a seasonal rebound but with notable sub-sector differentiation[26] Risks - External disturbances and changes in real estate demand pose risks to the overall economic outlook[30]

Group 1 - The event "Perceiving China" aims to enhance international cultural exchange and cooperation by providing international students with insights into Chinese culture and the revitalization of Northeast China [3] - Over 30 international students from 20 countries participated in the event, experiencing the innovative and entrepreneurial spirit unique to Northeast China [1][3] - The practical team visited seven representative enterprises, including Neusoft Corporation and TBEA Shenyang Transformer Group, witnessing China's achievements in innovation-driven development [3] Group 2 - The students experienced the strong momentum of "new quality productivity" in the revitalization process of Northeast China, highlighting its critical value [3] - The event also served as a platform for deepening industry-education integration and promoting international exchanges [3] - Participants expressed their intention to share their unique experiences in China with their home countries, becoming overseas storytellers of China [3]

证券代码：688367 证券简称：工大高科 公告编号：2025-016 合肥工大高科信息科技股份有限公司 2024年年度权益分派实施公告 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。 重要内容提示： 每股现金红利0.11元 ● 相关日期 ■ 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025年5月20日的2024年年度股东大会审议通过。 2.分派对象： 本次利润分配以方案实施前的公司总股本87,624,600股为基数，每股派发现金红利0.11元（含税），共 计派发现金红利9,638,706.00元。 三、相关日期 ■ 四、分配实施办法 1.实施办法 无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记日上海证券交易所收 市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者可于红 利发放日在其指定的证券营业部领取现金红利，未办理指定交易的股东红利暂由中国结算上海分公司保 管，待办理指定交易后再进行派发。 2.自行发放对象 合肥工大高科信息科技股份有限公司未确 ...

Core Insights - Shanghai Yuli New Materials Technology Co., Ltd. has been established with a registered capital of 5 million RMB, fully owned by Zhejiang Hongji New Energy Technology Co., Ltd. [1] Company Overview - The legal representative of Shanghai Yuli New Materials Technology Co., Ltd. is Song Yunming [1] - The company is classified under the scientific research and technical service industry, specifically in engineering and technical research and experimental development [1] - The registered address is Room 907, 908, 909, 910, No. 158, Zhu Jian Road, Minhang District, Shanghai [1] Business Scope - The business scope includes research and development of new materials technology, promotion services, technical services, and technology transfer [1] - The company is involved in the manufacturing and sales of advanced new materials, electronic special materials, and battery production [1] - Additional activities include the manufacturing and sales of new energy equipment, solar thermal power products, and photovoltaic power generation equipment leasing [1]

序号股东名称持股比例1伟卓科技集团有限公司80%2福建景合宸海洋科技有限公司20% 经营范围含工程和技术研究和试验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；进出口代理；机械设备销售；计算机软硬件及辅助设备批发；计算机软硬件及辅助设备零售；机 械设备租赁；深海石油钻探设备制造；深海石油钻探设备销售；石油钻采专用设备制造；石油钻采专用 设备销售；石油天然气技术服务；海洋工程装备研发；海洋工程装备制造；海洋工程装备销售；海洋工 程关键配套系统开发；导航、测绘、气象及海洋专用仪器制造；导航、测绘、气象及海洋专用仪器销 售；海洋环境监测与探测装备制造；海洋环境监测与探测装备销售；船舶自动化、检测、监控系统制 造；船舶销售；船舶租赁；海洋环境服务；海底管道运输服务；仪器仪表制造；通信设备制造；环境应 急治理服务；环境应急技术装备制造；环境应急技术装备销售；环境应急检测仪器仪表制造；环境应急 检测仪器仪表销售；物联网技术研发；物联网设备制造；物联网技术服务；物联网设备销售；物联网应 用服务；信息系统集成服务；软件开发；人工智能应用软件开发；人工智能行业应用系统集成服务；人 工智能通用应用系统；人工 ...

Company Overview - A new company named Jiechu Technology (Nantong) Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The legal representative of the company is Yin Jianxiang, and it is wholly owned by Shanghai Jiansu Technology Co., Ltd. [1] Business Scope - The business scope includes a wide range of services such as technology services, development, consulting, and transfer [1] - The company is also involved in the sale of various products including lighting fixtures, household appliances, hardware, chemical products, textiles, and rubber products [1] - Additional services include advertising, design, conference and exhibition services, and manufacturing of doors and windows [1] Company Structure - Jiechu Technology is classified as a limited liability company with natural person investment or control [1] - The company is registered under the scientific research and technical service industry, specifically in professional technical services [1] - The business registration is valid until July 2, 2025, with no fixed term thereafter [1]

Core Viewpoint - The announcement details the expiration of reserved rights under the 2024 Restricted Stock Incentive Plan due to the failure to identify incentive targets within the stipulated timeframe [1][3]. Group 1: Approval Process - The 2024 Restricted Stock Incentive Plan has undergone necessary approval procedures, including resolutions passed by the Supervisory Board and the Board of Directors [2]. - The plan was publicly disclosed, and no objections were raised during the public notice period [1][2]. Group 2: Reserved Rights Status - According to the regulations, the reserved grant portion must identify incentive targets within 12 months post-approval; otherwise, the reserved rights will expire [3]. - As of the announcement date, 335,000 shares of the second category of restricted stock have had their reserved rights expire due to the failure to identify incentive targets within the required timeframe [3]. Group 3: Impact of Expiration - The expiration of these reserved rights will not affect the company's capital structure, financial status, or operational results significantly [3]. - The management team is expected to continue fulfilling their responsibilities to create value for all shareholders [3].

Core Viewpoint - The acquisition of Haowei Technology by Degute is a significant strategic move aimed at leveraging digital capabilities to expand growth opportunities, rather than a short-term hedge against market fluctuations [2][3]. Group 1: Acquisition Details - Degute is an energy-saving and environmental protection equipment manufacturer, while Haowei Technology is an international software and IT service provider [2]. - The customer bases of both companies are largely different, with Degute focusing on heavy industry and Haowei on telecommunications, indicating a low overlap in clientele [2]. - The integration of both companies will require addressing the "technical gene conflict" to realize the potential synergies of the merger [2]. Group 2: Financial Performance - Degute has experienced significant fluctuations in its financial performance, with a reported revenue decline of 31.19% and a net profit drop of 53.24% in Q1 2025 [4]. - The decline in cash received from sales and services by 0.7% in 2024 contrasts with a 64.21% increase in revenue, indicating potential underlying issues in cash flow management [6]. - The net cash flow from operating activities decreased by 34.63%, raising concerns about the sustainability of reported profits [6]. Group 3: Market Reactions and Speculations - The announcement of the acquisition has sparked widespread interest among investors, with speculation about Haowei Technology potentially using this acquisition as a means to achieve a backdoor listing [3][4]. - Haowei Technology has a history of attempting to go public, having previously initiated IPO processes that did not materialize, which adds to the speculation surrounding this acquisition [4].