江苏润和软件股份有限公司 江苏润和软件股份有限公司2025年半年度报告全文及摘要于2025年8月22日 在中国证监会指定的创业板信息披露网站上披露。敬请投资者注意查阅！ 特此公告！ 证券代码：300339 证券简称：润和软件 公告编号：2025-043 江苏润和软件股份有限公司 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。 董 事 会 ...

江苏润和软件股份有限公司 单位：万元 占用方与上 上市公司核 2025年半年度占 2025年半年度占 2025年6月30日 非经营性资金占用 资金占用方名称 市公司的关 算的会计科 用累计发生金额 用资金的利 息 期末占用资金 占用形成原因 占用性质 用资金余额 还累计发生金额 联关系 目 （不含利息） （如有） 余额 控股股东、实际控制人及其附属企业 无 小计 前控股股东、实际控制人及其附属企业 无 小计 其他关联方及附属企业 无 小计 往来方与上 上市公司核 2025年半年度往 2025年半年度 往 往来性质（经营 其它关联资金往来 资金往来方名称 市公司的关 算的会计科 来累计发生金额 来资金的利 息 往来形成原因 性往来、非经营 来资金余额 还累计发生金额 往来资金余额 联关系 目 （不含利息） （如 有） 性往来） 控股股东、实际控制人及其附属企业 无 西安润和软件信息技术有限公司 全资子公司 其他应收款 - 4,300.00 - 100.00 4,200.00资金往来 非经营性往来 北京润和汇智信息技术有限公司 全资子公司 其他应收款 - 86.00 - 86.00 -资金往来 非经营性往来 武汉 ...

证券代码：688225 证券简称：亚信安全 公告编号：2025-050 亚信安全科技股份有限公司 关于取消监事会、修订《公司章程》及 制定和修订公司部分管理制度的公告 本公司董事会及董事会全体成员保证公告内容不存在虚假记载、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。 亚信安全科技股份有限公司（以下简称"公司"或"本公司"）于2025年8 月21日召开第二届董事会第二十二次会议，审议通过了《关于取消监事会、修订 <公司章程> 及其附件并办理工商变更登记的议案》《关于制定和修订公司部分管 理制度的议案》，现将有关情况公告如下： 一、取消监事会情况 根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市公司章程指 引（2025年修订）》 《上海证券交易所科创板股票上市规则》等有关规定，并结合 公司实际情况，公司拟取消监事会，监事会的职权由董事会审计委员会行使， 《监 事会议事规则》等监事会相关制度将相应废止，同时， 《公司章程》 《股东会议事 规则》《董事会议事规则》《审计委员会工作细则》等相关制度亦作出相应修订。 在公司股东大会审议通过取消监事会事项前，公司监事会仍将严格 ...

Core Viewpoint - Beihai Technology (002148.SZ) reported a significant increase in revenue for the first half of 2025, but faced a net loss attributed to shareholders of the listed company [1] Financial Performance - The company achieved an operating revenue of 194 million yuan, representing a year-on-year growth of 47.26% [1] - The net profit attributable to shareholders of the listed company was -3.13 million yuan, indicating a shift from profit to loss compared to the previous year [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was -6.74 million yuan [1] - Basic earnings per share were -0.01 yuan [1]

Market Movements - As of August 21, U.S. stock index futures are all down, with Dow futures down 0.39%, S&P 500 futures down 0.29%, and Nasdaq futures down 0.23% [1] - European indices are also experiencing declines, with Germany's DAX down 0.36%, UK's FTSE 100 down 0.25%, France's CAC 40 down 0.74%, and the Euro Stoxx 50 down 0.33% [1] - WTI crude oil is up 0.65% at $63.12 per barrel, while Brent crude is up 0.55% at $67.21 per barrel [1] Market Insights - Oak Tree Capital's Marks warns of signs of a bubble in U.S. stocks, indicating that market valuations are high, but he does not believe a correction is imminent [2] - Kansas City Fed President George states that the current moderately restrictive monetary policy is appropriate, with inflation risks slightly outweighing labor market risks [2] - Goldman Sachs suggests an 80% probability of a rebound for momentum stocks after a significant drop, with historical data supporting this view [2] - Bank of America notes that Fed Chair Powell's upcoming speech could be a catalyst for small-cap stocks, with potential short-term impacts depending on the tone of his remarks [2] Company News - Walmart (WMT.US) reported Q2 revenue of $177.4 billion, a 4.8% year-over-year increase, but adjusted EPS of $0.68 missed expectations of $0.74 [4] - Apple (AAPL.US) is set to open a new store in Bangalore, India, as part of its strategy to expand in this key growth market [5] - Meta (META.US) has paused hiring in its AI division, marking the end of a high-profile recruitment phase amid a broader organizational restructuring [5] - Brazil Potash (GRO.US) signed a 10-year take-or-pay agreement with Keytrade Fertilizantes Brasil for the sale of up to 900,000 tons of potash annually, leading to a 32% pre-market surge [6] - Bilibili (BILI.US) reported Q2 net revenue of 7.338 billion yuan, a 19.76% increase year-over-year, and achieved a net profit of 219 million yuan, reversing a loss from the previous year [6] - Miniso (MNSO.US) saw Q2 revenue grow by 23.1%, with same-store sales turning positive, while TOP TOY revenue surged by 87% [7] - Canadian Solar (CSIQ.US) reported Q2 revenue of $1.7 billion, below expectations, and lowered its full-year revenue guidance from $6.1-7.1 billion to $5.6-6.3 billion [7]

Core Viewpoint - Digital Video Technology (300079.SZ) reported a significant increase in revenue and net profit for the first half of 2025, indicating strong financial performance and growth potential [1] Financial Performance - The company's operating revenue reached 265 million yuan, representing a year-on-year growth of 24.66% [1] - The net profit attributable to shareholders was 16.7 million yuan, showing a remarkable year-on-year increase of 2747.64% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 7.06 million yuan, reflecting a year-on-year growth of 42.48% [1] - Basic earnings per share were reported at 0.0117 yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% compared to the benchmark index [3][9]. Core Insights - The company reported strong performance in H1 2025, with revenue reaching 2.518 billion yuan, a year-on-year increase of 28.49%, and a net profit attributable to shareholders of 645 million yuan, up 24.50% year-on-year [1][3]. - The successful launch of new games, particularly "杖剑传说" and "问剑长生," contributed significantly to revenue growth, with the latter achieving a total revenue of 566 million yuan in H1 2025 [2][3]. - The company has a solid product lineup, with classic titles maintaining stable operations, and plans for further game launches in H2 2025 [2]. Financial Performance Summary - In Q2 2025, the company achieved revenue of 1.382 billion yuan, a 33.89% increase year-on-year, and a net profit of 361 million yuan, up 36.64% year-on-year [1]. - The company’s expense ratios for sales, management, and R&D in H1 2025 were 33.22%, 8.19%, and 14.17%, respectively, reflecting a rise in sales expenses due to new game launches [1]. - The company announced a cash dividend of 66.00 yuan per 10 shares (including tax) to all shareholders, boosting investor confidence [1]. Earnings Forecast - The company is expected to achieve net profits of 1.458 billion yuan, 1.675 billion yuan, and 1.802 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 20.24 yuan, 23.26 yuan, and 25.02 yuan [3].

Core Viewpoint - The announcement details the impact of the issuance of A-shares on the immediate returns of the company and outlines measures to mitigate the dilution effect on shareholders [1][3]. Group 1: Impact of A-Share Issuance - The company plans to issue 100,000,000 A-shares, raising a total of 400,000 million yuan, which will dilute immediate returns [2][3]. - The analysis considers three scenarios for net profit in 2025: a 20% increase, no change, and a 20% decrease compared to 2024 [2][3]. - The basic earnings per share (EPS) under these scenarios are projected to be 0.2908, 0.2423, and 0.1938 respectively, indicating a potential decline in EPS due to the share issuance [3]. Group 2: Necessity and Reasonableness of the Issuance - The funds raised will be used for projects aligned with the company's main business, enhancing its technological advancement and market competitiveness [4][5]. - The issuance is deemed necessary to strengthen the company's capital structure and improve its risk resistance, ultimately aiming to enhance profitability [4][5]. Group 3: Measures to Mitigate Dilution - The company will implement strict management of the raised funds to ensure compliance and effective use, thereby minimizing risks associated with fund usage [6][5]. - There will be an emphasis on accelerating project construction funded by the issuance to improve profitability and reduce the dilution effect [6]. - The company has established a profit distribution policy to ensure stable returns to investors, including a three-year shareholder return plan [6][7]. Group 4: Commitments from Relevant Parties - The board of directors and senior management have committed to ensuring the effectiveness of the measures to mitigate dilution [8][9]. - The actual controller of the company has also made commitments regarding the protection of investor interests and adherence to regulatory requirements [9].

证券代码：300378 证券简称：鼎捷数智 鼎捷数智股份有限公司 向不特定对象发行可转换公司债券预案 （二次修订稿） 二〇二五年八月 公司声明 在虚假记载、误导性陈述或重大遗漏，并对本预案内容的真实性、准确性、完整 性承担个别和连带的法律责任。 由公司自行负责；因本次向不特定对象发行可转换公司债券引致的投资风险，由 投资者自行负责。 任何与之相反的声明均属不实陈述。 其他专业顾问。 转换公司债券相关事项的实质性判断、确认、批准或核准。本预案所述本次向不 特定对象发行可转换公司债券相关事项的生效和完成尚待深圳证券交易所审核 通过，并经中国证监会同意注册。 资者或相关人士的承诺，投资者及相关人士应当理解计划、预测或承诺之间的差 异，并注意投资风险。 释义 本预案中除另有说明外，下列简称具有如下含义： 发行人、公司、本公司、 指 鼎捷数智股份有限公司 股份公司、鼎捷数智 鼎捷数智本次拟向不特定对象发行可转换公司债券的 本次发行、本次可转债 指 事项 鼎捷数智本次拟向不特定对象发行的可转换为A股股票 可转债、可转换公司债券 指 的公司债券 《鼎捷数智股份有限公司向不特定对象发行可转换公 本预案 指 司债券预案》 《可 ...

格隆汇8月21日丨中国民航信息网络(00696.HK)公告，集团2025年上半年总收入为人民币3,894.5百万 元，较2024年上半年的人民币4,041.8百万元，减少了人民币147.3百万元或3.6%。2025年上半年，集团 利润总额为人民币1,677.9百万元，较2024年上半年的人民币1,605.7百万元，增加了约4.5%。公司归属 于母公司股东的净利润为人民币1,447.7百万元，较2024年上半年的人民币1,367.2百万元，增加了约 5.9%。 ...