Core Viewpoint - The collaboration between CICC Private Equity, Haixing Electric, and Caohu Capital focuses on investing in cutting-edge fields such as renewable energy, IoT, and artificial intelligence, aiming to drive innovation through a "capital + industry" dual approach [1][3]. Group 1: Partnership and Investment Strategy - A cooperation agreement was signed to strategically invest in renewable energy, IoT, and AI, enhancing collaboration across the industry chain [1][3]. - The CICC Haixing Fund will leverage partnerships with quality equity projects along the industry chain, focusing on advanced technology sectors [5][7]. - The total committed capital for the fund is RMB 800 million, with Haixing Electric contributing RMB 392 million as a limited partner [7]. Group 2: Industry Insights and Future Outlook - Haixing Electric's chairman emphasized the significant impact of energy transition on globalization and the potential of decentralized technologies in distributed energy trading [3]. - The integration of artificial intelligence with the energy sector is reshaping the global energy landscape, marking a new phase of innovation in energy production [5]. - The partnership aims to build a global supply chain platform, enhancing the company's competitive edge by combining local insights with a global perspective [3].

证券代码：002104 证券简称：恒宝股份 恒宝股份有限公司 恒宝股份 2024 年度业绩说明会 投资者活动记录表 编号：2025-001 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访√业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观□电话会议 | | | □其他：（请文字说明其他活动内容） | | 参与单位名称 | 恒宝股份2024年度业绩说明会采用网络远程方式进行，面向全体投资者 | | 及人员姓名 | | | 时间 | 2025 年 5 月 22 日（星期四）下午 15:00-17:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 | | 公司接待人员 | 董事长、总裁：钱京先生 | | | 董事、副总裁、财务总监：徐霄凌女士 | | 姓名 | 独立董事：丁虹女士 | | | 董事会秘书：王坚先生 | | 投资者关系活动 | 1.【查询-001】高管您好。请问贵公司本期财务报告中，盈利表现如何？ 谢谢。 答：尊敬的投资者，您好，2024 年度公司实现营业 ...

原标题：东海岸崛起创新"强磁极" 小屋生出飞速旋转的双翼，飞向远处的雪山和松林，巨大的神鸟迎面飞来……在中东欧展区的奥乐 奇境VR（虚拟现实）乐园，戴上VR眼镜，就能瞬间进入一个美轮美奂的童话世界。展区工作人员贾斌 介绍，《童话之城》项目作为中东欧合作项目引入中国，由来自匈牙利知名线下虚拟现实沉浸式体验乐 园开发，致力于在中国打造面向家庭消费者的沉浸式数字体验。 "你好！阳明。""你看起来似乎有点困扰，要不我给你讲个笑话吧。"在智昌集团展位，眼前的机器 人正与参观者对话。智昌集团董事长助理俞伟杰介绍，这款名为"阳明一号"的机器人能通过自然语言交 互和高精度视觉识别，实时解析使用者的语音语调、面部表情和肢体语言，精准判断情绪状态，由此生 成个性化陪伴策略。 除了匈牙利的巧克力，还有捷克的水晶、保加利亚的玫瑰制品……中东欧各国好物通过中东欧博览 会加速进入中国市场。欧洲华商会会长、浙江省侨联副主席傅旭敏表示："中东欧博览会是中国开放层 次变化的缩影。我亲身经历了这个平台从最初的展览交易，发展到如今的产业共建、技术对接、规则磨 合。这种机制级的平台，让我们把一家企业的能力，延展成一个产业生态的支点。比如，我们在宁波 ...

Group 1: Company Overview - Hanshuo Technology was established in 2012, focusing on IoT wireless communication technology to drive digital transformation in the retail industry [4] - The company has developed a high-density, low-power cellular wireless communication protocol, enabling applications in smart retail, smart office, and intelligent manufacturing [4] - As of now, the company serves over 500 clients across more than 70 countries and regions, aiding their digital transformation [4] Group 2: Financial Performance - In 2024, the company reported a revenue of 1.78 billion yuan, a year-on-year increase of 44.86% [5] - The net profit attributable to shareholders was 710 million yuan, up by 4.81% [5] - The gross profit margin reached 34.80%, with a net cash flow from operating activities of 1.032 billion yuan, reflecting a growth of 62.29% [5] Group 3: Market Position and Growth Potential - The global market penetration rate for electronic price tags is approximately 15%, with France leading at around 30% [6] - The company ranks second in revenue among publicly listed companies in the electronic price tag sector [5] - Growth potential is driven by increasing market penetration, the need for existing clients to upgrade electronic price tags, and the provision of SaaS and technical services [6] Group 4: Technological Innovations - The company emphasizes AI integration, utilizing machine vision and big data analysis to enhance retail operations and consumer experiences [5][10] - It has developed innovative AI solutions based on Microsoft Azure OpenAI, becoming the first partner in China to receive "Certified Software Designation for Retail AI" [10] - The company is actively exploring AIoT technology applications in various scenarios [10] Group 5: Strategic Partnerships and Global Expansion - Hanshuo Technology is expanding its global footprint through local partnerships and strategic collaborations [5] - The company is focused on building an efficient and flexible global supply chain network to ensure stable supply and optimize cost structures [5] - In the U.S. market, the company has achieved significant progress, with revenue from this region accounting for less than 10% of total revenue, indicating low exposure to tariff impacts [14]

证券之星消息，根据天眼查APP数据整理，近日，河南蓝天智家科技有限公司成立，法定代表人为张玲 玲，注册资本1000万元，经营范围包含：许可项目：计算机信息系统安全专用产品销售；建设工程设 计；互联网信息服务；互联网新闻信息服务；燃气经营；燃气燃烧器具安装、维修；食品销售；城市配 送运输服务(不含危险货物)(依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以相关部门批准文件或许可证件为准)一般项目：物联网应用服务；工业工程设计服务；工程管理服 务；专业设计服务；工业设计服务；平面设计；工程技术服务(规划管理、勘察、设计、监理除外)；互 联网销售(除销售需要许可的商品)；物联网技术服务；物联网技术研发；物联网设备销售；燃气器具生 产；非电力家用器具销售；非电力家用器具制造；厨具卫具及日用杂品批发；厨具卫具及日用杂品零 售；厨具卫具及日用杂品研发；日用品销售；日用品批发；日用百货销售；信息技术咨询服务；供应链 管理服务；软件开发；网络技术服务；网络与信息安全软件开发；销售代理；五金产品零售；运输货物 打包服务；信息咨询服务(不含许可类信息咨询服务)；日用家电零售；家用电器销售；日用电器修理； 日 ...

一、 投资者关系活动类别 证券代码：872374 证券简称：云里物里 公告编号：2025-041 深圳云里物里科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 用网络方式举行。 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者。 上市公司接待人员：公司董事长庄严先生；公司董事、董事会秘书席洋先生； 公司财务负责人姚素琴女士；公司保荐代表人李志文先生。 三、 投资者关系活动主要内容 本次业绩说明会通过播放年报讲解视频、图片展示等对公司发展情况及 2024 年经营业绩情况进行介绍，同时公司在业绩说明会上就投资者关心的问题 进行了回答，主要问题及回复情况如下： 问题 1：公司审议了使用部 ...

Group 1: Market Overview - Nearly 1500 A-share listed companies have announced share buybacks this year, with 394 companies announcing buyback and increase plans since the second quarter [1] - A total of 879 listed companies have implemented buybacks, with a cumulative buyback amount of 607.87 billion yuan [1] - In the second quarter, three listed companies from Hunan have implemented buybacks totaling nearly 400 million yuan [1] Group 2: Major Companies Involved in Buybacks - Guizhou Moutai, Xugong Machinery, Muyuan Foods, CATL, and COSCO Shipping have the highest buyback amounts, with 4.05 billion yuan, 2.14 billion yuan, 1.61 billion yuan, 1.55 billion yuan, and 1.37 billion yuan respectively [1] - Hikvision, Sanan Optoelectronics, Sany Heavy Industry, and Zijin Mining have all conducted buybacks exceeding 1 billion yuan [1] - Beijing-Shanghai High-Speed Railway has a buyback amount exceeding 900 million yuan [1] Group 3: Specific Company Buyback Details - Kemin Foods has a main business in the development, production, and sales of noodle products, with a buyback amount of 199 million yuan, representing 99.74% of the planned buyback funds [2] - Shuiyang Co., specializing in skincare products, has a buyback amount of approximately 97.82% of its planned buyback funds, totaling about 97.82 million yuan [2] - Weisheng Information, focusing on IoT products, has completed a buyback of 90 million yuan, which is 60.01% of its planned buyback funds [3]

Group 1 - The "Private Economy Promotion Law" officially took effect on May 20, marking a milestone in the development of China's private economy [1] - The law establishes a comprehensive legal protection system aimed at resolving operational challenges faced by private enterprises and stimulating high-quality development [1][2] - The law emphasizes principles of "equality," "fairness," and "parity," appearing 26 times, which helps break down industry barriers and promotes fair competition [2] Group 2 - The law addresses critical issues in Chapter 7, focusing on the protection of private economic rights against potential infringements by public authorities [2] - The law is expected to enhance the confidence of private enterprises, enabling them to better manage risks and stimulate vitality in a complex external environment [2][4] - The law's implementation is seen as a timely response to the challenges faced by the private economy, encouraging investment and innovation [4] Group 3 - The law is anticipated to provide institutional solutions for technology-driven private enterprises, allowing them to focus on innovation and industry upgrades [3] - Companies like Manbang Group are planning to leverage opportunities in AI and automation to enhance logistics efficiency and safety [3] - The law is expected to create a more favorable development ecosystem for private enterprises, promoting sustainable growth [4][6] Group 4 - The Nanjing Arbitration Committee has introduced measures to optimize the business environment, including reducing arbitration costs and improving case management [5] - In 2024, the committee received 1,648 cases involving private enterprises, accounting for 66.7% of total cases, with a dispute amount of 3.5 billion [5] - Financial institutions like Nanjing Bank are actively supporting private enterprises, with a loan balance exceeding 227 billion, reflecting an 8.46% increase [6]

证券代码：002970 证券简称：锐明技术 深圳市锐明技术股份有限公司 投资者关系活动记录表 编号：2025-003 | | □分析师会议 □特定对象调研 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □路演活动 □新闻发布会 | | | □现场参观 □反路演 | | | □其他（线上会议） | | 参与单位名 | 参加深圳证券交易所"智脑赋能·逐梦新蓝海"主题集体业绩说明会的全体投 | | 称 | 资者 | | 时间 | 2025 年 5 月 21 日 | | 地点 | 深圳证券交易所； | | | 深交所互动易"云访谈"栏目（http://irm.cninfo.com.cn） | | 上市公司接 待人员姓名 | 董事兼总经理：望西淀 独立董事：向怀坤 | | | 董事会秘书：张炯 | | | 财务负责人：刘必发 | | | 公司于 2025 年 5 月 21 日 15:00—17:00 参加由深圳证券交易所组织召开的以 | | | "智脑赋能·逐梦新蓝海"为主题的集体业绩说明会活动，董事兼总经理望西 | | | 淀先生对公司基本情况及 年度经营情况进行 ...

Market Overview - US stock index futures are all down, with Dow futures down 0.75%, S&P 500 futures down 0.50%, and Nasdaq futures down 0.51% [1] - European indices also show declines, with Germany's DAX down 0.10%, UK's FTSE 100 down 0.01%, France's CAC40 down 0.54%, and the Euro Stoxx 50 down 0.37% [2] - WTI crude oil is up 0.74% at $62.49 per barrel, while Brent crude is up 0.67% at $65.82 per barrel [2] Currency and Economic Sentiment - There is a rising expectation of US dollar depreciation, with the Bloomberg dollar index's one-year risk reversal indicator showing a negative 27 basis points, indicating the lowest level on record [3] - Morgan Stanley suggests buying US assets excluding the dollar, predicting a series of interest rate cuts by the Federal Reserve that could support the bond market and boost corporate earnings [3] Inflation and Tariff Impact - Federal Reserve officials warn that the impact of tariffs will soon be fully realized, potentially leading to a new wave of price increases in the US economy [4] - Atlanta Fed President Bostic indicates that many companies' buffer strategies against high tariffs are running out, which could weaken overall economic activity [4] Investor Sentiment and Market Dynamics - JPMorgan's CEO warns of "extreme complacency" among investors, suggesting that the market may soon face turbulence [5] - Goldman Sachs reports that clients are increasingly seeking to withdraw funds from the US market, questioning whether the US stock market's rally has reached its peak [6] Company Performance Highlights - Lowe's reported same-store sales down 1.7% but expects this key sales metric to remain flat or grow up to 1% for the year [7] - ZTO Express achieved a 19.1% year-on-year increase in package volume, with net profit up 40.9% [7] - Baidu's Q1 net profit increased by 41.65% year-on-year, reaching 77.17 billion yuan [8] - XPeng Motors reported a net loss of 660 million yuan, a 51.5% decrease year-on-year, with total revenue up 141.5% [8] - Weibo's Q1 net profit grew by 116.36% year-on-year, reaching $107 million [9] - Target's Q1 performance fell short of expectations, leading to a downward revision of sales forecasts [10] - Full Truck Alliance reported a 19% year-on-year increase in revenue, with significant growth in operational metrics [11] - iQIYI's Q1 revenue reached 71.9 billion yuan, with a 9% quarter-on-quarter increase [12] - Xinyi Technology reported a Q1 revenue of 34.81 billion yuan, with a net profit of 7.38 billion yuan [12] - Tuya Smart's Q1 revenue grew by approximately 21.1%, exceeding expectations [12]