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].

在智慧交通建设过程中，"远程协同与实时互联"已经成为核心诉求之一。无论是高速公路、城市路口，还是轨道交通、智能停车场，越来越多的设备需要部 署在分散的地理位置上，并实现远程统一管理：路侧视频监控与AI识别终端，需要稳定上报图像与分析数据;智能停车场设备，需远程运维与系统同步;公交 站点信息发布系统，要实时接入中央调度平台;交通诱导屏、红绿灯控制系统，需要与控制中心互联互通。 然而，这些场景普遍存在以下网络难题：多数部署点无公网IP，无法远程访问设备;专线成本高，布设光纤困难，施工周期长;远程调试、故障排查困难，运 维效率低。 面对这类难题，贝锐蒲公英基于自研SD-WAN的异地组网方案，无需公网IP、无需改动现有网络架构，即可实现各个交通设备与中心平台之间的安全互联。 动态互联：SD-WAN 秒级组网，保障交通数据传输不间断 贝锐蒲公英自研的SD-WAN秒级组网技术，为智慧交通构建了高效、稳定的网络基础。SD-WAN技术能够智能地选择最优路径，将交通数据快速、可靠地传 输至数据中心。其秒级组网能力确保了在网络环境变化时，如切换不同网络提供商或网络条件波动时，数据传输不会受到干扰，实现了真正的动态互联。 实时调度 ...

证券研究报告 山高入主，突破边界 打造智慧"交通~低空~数据"一体化领军者 股票投资评级：买入|维持 1 一 目录 实控人变更落地，突破成长边界山东高速集团 二 山东高速集团信息化与创新业务布局 三 山大地纬×山东高速：打造业务新增长极极 2 孙业亮/丁子惠/常雨婷 中邮证券研究所 计算机团队 中邮证券 发布时间：2025-07-02 信息化与创新业务布局 一 实控人变更落地，突破成长边界 !"! #$%&'()*+,-./012 !"3 #456789:;<=>% !"? :4@ABCDEFGHIJK 3 1.1山大地纬："AI+区块链"排头兵 4 图表1：山大地纬主要业务领域 资料来源：公司官网，中邮证券研究所 5 n 公司近期公告：原控股股东山大资本运营有限公司（持股29.58%）将其24.59%股份无偿划转（但仍需要交易对价）至山 东高速集团有限公司。 n 本次划转后，山东高速集团成为公司新任控股股东，持股比例仍为24.59%，公司实际控制人由山东大学（教育部和财政 部）变更为山东省国资委。 n 此次股权划转经山东省国资委批准，涉及股份均为无限售流通股。 1.2山东高速入主，股权变更落地 图表3：山大 ...

Group 1 - Tencent Technology (Shenzhen) Co., Ltd. has applied for a patent titled "Data Processing Method, Device, Equipment, Readable Storage Medium, Program Product" with publication number CN120238651A, filed on December 2023 [1] - The patent application outlines a data processing method applicable in fields such as cloud technology, artificial intelligence, automotive, and video encoding, aiming to improve the accuracy of distortion impact parameters and ensure video encoding quality [1] - The method involves determining initial distortion impact parameters and reference distortion impact parameters, adjusting weights based on image noise, and calculating target quantization adjustment parameters to optimize encoding bitrate [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 2 million USD [2] - The company has made investments in 15 enterprises, participated in 260 bidding projects, and holds 5000 trademark and patent records, along with 469 administrative licenses [2]

Core Insights - The marine economy in Shenzhen is projected to reach a total output value of 540.94 billion yuan in 2024, marking a significant milestone and serving as a crucial engine for the city's stable economic development [1] Group 1: Marine Industry Development - Shenzhen's foreign trade measures have shown significant effectiveness, with the marine transportation industry leading the way [1] - The marine tourism sector continues to thrive, supported by strong supply and demand in the market [1] - The marine oil and gas industry is experiencing sustained growth in reserves and production, solidifying its pillar status [1] - The marine engineering equipment market is seeing active demand, with steady growth in marine engineering manufacturing and shipbuilding industries [1] - The inclusion in the Ministry of Commerce's pilot program for expanding service industry openness has led to robust growth in marine technology and information services [1] Group 2: Technological Innovation and Green Development - Shenzhen is committed to a "digital, green, and domestic" industrial development direction, focusing on technological innovation as the core driving force [2] - Support for CNOOC's Shenzhen branch in implementing oil and gas reserve enhancement projects in the South China Sea has strengthened marine oil and gas development capabilities [2] - The successful production of Asia's first deep-water jacket platform and the first cylindrical FPSO marks significant advancements in marine engineering [2] - A major oil field discovery near Shenzhen, with a capacity of 1.9 billion tons, highlights the city's achievements in overcoming deep-sea exploration challenges [2] Group 3: Marine Manufacturing and Services - Shenzhen is actively nurturing marine manufacturing sectors, including shipbuilding, marine engineering equipment, and related materials [3] - The city is promoting the development of green and intelligent marine products, such as underwater robots and smart boats, in response to industry trends [3] - The Marine Development Bureau is facilitating the introduction of high-quality marine industry projects and attracting key enterprises [3] Group 4: Policy Support and Infrastructure Development - Shenzhen is increasing policy and financial support for marine high-end equipment and biotechnology projects [4] - The establishment of the first "marine industry professional park" in Shenzhen Bay Eco-Tech Park is a significant step in advancing marine industry infrastructure [4] - Strategic cooperation agreements with various organizations aim to enhance marine technology and service capabilities [4] Group 5: Open Testing Zones and Collaborative Initiatives - The establishment of Shenzhen's first open water testing zone for marine intelligent equipment is a key initiative to facilitate research and development [5] - Collaborative efforts among city planning, marine development, and other departments are aimed at resolving critical issues related to site selection and infrastructure [5] - The construction of a comprehensive marine testing ground in Dapeng Bay is underway, focusing on sensor and underwater equipment testing [5][6]

金融界2025年7月1日消息，国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团东 方地球物理勘探有限责任公司申请一项名为"一种提高低信噪比数据重构质量的方法及相关装置"的专 利，公开号CN120233408A，申请日期为2023年12月。 专利摘要显示，本发明公开了一种提高低信噪比数据重构质量的方法及相关装置。该方法包括：基于非 规则观测系统构建规则观测系统，并构造三维数组；确定规则观测系统中的第一待重构道或第二待重构 道；根据预设的重构方法，得到对应的首次重构数据，将首次重构数据存储于三维数组中；采用预设的 迭代策略，对三维数组中首次重构数据进行迭代，直至达到预设的终止条件；针对第一待重构道，将迭 代达到预设的终止条件后的对应的地震道数据，替换为第一待重构道对应的首次重构数据。 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集 团有限公司共对外投资了113家企业，参与招投标项目5000次，财产线索方面有商标信息1446条，专利 信息5000条，此外 ...

证券代码：688788 证券简称：科思科技 公告编号：2025-050 深圳市科思科技股份有限公司 关于取消监事会、调整董事会人数、变更注册资本、 修订《公司章程》暨修订、制定及废止公司部分内部 管理制度的公告 本公司董事会及全体董事保证本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。 深圳市科思科技股份有限公司（以下简称"公司"）于2025年7月1日召开第 三届董事会第二十三次会议，审议通过了《关于取消公司监事会、调整董事会人 数、变更注册资本暨修订 <公司章程> 的议案》和《关于修订、制定及废止公司部 分内部管理制度的议案》，现将具体情况公告如下： 一、取消监事会、调整董事会人数的情况 根据《公司法》《上市公司章程指引（2025年修订）》等有关法律法规的规 定，结合公司实际情况，公司将不再设置监事会和监事，监事会的职权由董事会 审计委员会行使。公司《监事会议事规则》等与监事或监事会有关的内部制度相 应废止。同时，为提高公司董事会运作效率和科学决策水平，优化公司法人治理 结构，公司拟将董事会成员人数由5名调整为7名，其中独立董事3名，非独立董 事 ...

石家庄常山北明科技股份有限公司 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。 石家庄常山北明科技股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日下午召开了 董事会八届四十六次会议、监事会八届四十六次会议，审议通过了《关于修订 <公司章程> 暨 取消监事会的议案》。现将有关情况公告如下： 一、关于修订《公司章程》暨取消监事会的原因 根据《公司法》《上市公司章程指引(2025 年修订)》等相关法律法规的规定，公司拟不 再设置监事会，监事会的职权由董事会审计委员会行使， 《监事会议事规则》相应废止。同时， 公司依据相关规则对《公司章程》中监事会相关条款及其他条款进行相应修订。 二、《公司章程》修订内容 修订前 修订后 第一条 为维护公司、股东和债权人的合法权益，规范公 第一条 为维护公司、股东、 职工和债权人的合法权益， 司的组织和行为，根据《中国共产党章程》、《中华人民 规范公司的组织和行为，全 面贯彻落实"两个一以贯之" 共和国公司法》（以下简称《公司法》）、《中华人民共 重要要求，坚持和加强党的 全面领导，根据《中国共产党 和国证券法》（以 ...

Audit Opinion - The audit report states that the financial statements of Guangxi Huahengtong Energy Technology Co., Ltd. (hereinafter referred to as Huahengtong) have been prepared in accordance with accounting standards and fairly reflect the company's financial position as of February 28, 2025, and its operating results and cash flows for January to February 2025 [2][3]. Management and Governance Responsibilities - The management of Huahengtong is responsible for preparing financial statements that fairly reflect the company's financial position and for maintaining necessary internal controls to prevent material misstatements due to fraud or error [3][4]. - The governance layer is responsible for overseeing the financial reporting process of Huahengtong [3]. Auditor's Responsibilities - The auditor's goal is to obtain reasonable assurance that the financial statements are free from material misstatement, whether due to fraud or error, and to issue an audit report that includes the audit opinion [4][5]. - The auditor identifies and assesses risks of material misstatement due to fraud or error and designs audit procedures to address these risks [5][6]. Company Overview - Guangxi Huahengtong Energy Technology Co., Ltd. was established on September 22, 2017, with a registered capital of RMB 100 million. The company is located at 31 Chating Road, Beihai City [6][7]. - The company's business scope includes new energy technology consulting, machinery equipment leasing, road cargo transportation, and sales of gas appliances and related components [6]. Financial Reporting Basis - The financial statements are prepared on a going concern basis, reflecting that the company has stable operations and a reasonable asset-liability structure, with no significant adverse risks affecting its ability to continue as a going concern [7][8]. Important Accounting Policies - The company follows the accrual basis of accounting and measures assets at historical cost, with provisions for impairment as necessary [7][8]. - The company uses the weighted average method for inventory cost determination and recognizes inventory at the lower of cost or net realizable value [22][23]. Financial Instruments - Financial assets are classified based on the business model for managing them and their cash flow characteristics, including those measured at amortized cost and those measured at fair value [9][10]. - The company recognizes expected credit losses for financial instruments based on their credit risk stages, with different measurement approaches for each stage [17][18]. Long-term Equity Investments - Long-term equity investments are accounted for using the cost method or the equity method, depending on the level of control or influence the company has over the investee [23][24]. - The company assesses whether there are indications of impairment for long-term equity investments and recognizes impairment losses when necessary [29][30]. Fixed Assets - Fixed assets are recognized at cost and depreciated using the straight-line method over their useful lives, with specific depreciation rates for different asset categories [30][31]. Intangible Assets - Intangible assets are recognized based on contractual or legal rights, with their useful lives determined accordingly. Research phase expenditures are expensed, while development phase expenditures may be capitalized if certain criteria are met [32][34].