证券代码：301038 证券简称：深水规院 深圳市水务规划设计院股份有限公司 3、雷总您好，公司目前的现金流情况如何？应收账款回 款情况呢？ 答：尊敬的投资者您好！2024年度公司经营活动产生的现 金流量净额为156,166,086.13元，同比上一年度增长142.69%（具 体见公司年报）。公司的现金流状况整体向好，尤其是经营活 动现金流净额增长显著。 2025年，公司进一步加强项目回款管理和应收账款的清收 力度，努力保持现金流的充裕，应收账款回收处于良性状态。 谢谢！ 4、请问公司未来的发展规划是什么？ 投资者关系活动记录表 编号：2025-01 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年6月30日 15:30-16:30 | | 地点 | 价值在线（www.ir-online.cn） | | 上市公司 ...

Group 1 - Sandi Pei, the youngest son of renowned architect I.M. Pei, is a partner and founder of Pei Partnership Architects and recently participated in the "2025 Shanghai West Kowloon Cultural Week" [3] - Sandi Pei initially had no interest in architecture during his childhood, favoring painting and rock music, but eventually followed in his father's footsteps by studying architecture at Harvard [5][12] - Over the past thirty years, Sandi Pei has been involved in significant projects alongside his father, including the Bank of China Tower in Hong Kong and the Louvre Pyramid [7][18] Group 2 - The Bank of China Tower was a representative project for Sandi Pei early in his career, where he contributed to the design and structural decisions [20][21] - Sandi Pei emphasized the importance of his mother's contributions to his father's success, highlighting her role as a trusted advisor and supporter [30][32] - The current project, the Zhongyin Financial Center at Dishui Lake, is a continuation of I.M. Pei's architectural spirit, with Sandi Pei leading its reconstruction [39][43] Group 3 - Sandi Pei expressed a strong emotional connection to Shanghai, noting it as a significant place for his father's growth and cultural exposure [45] - He visited Suzhou, which is not only a family memory but also a potential site for architectural practice and urban renewal [46][50] - Sandi Pei aims to incorporate green energy technologies and new public spaces in Suzhou's urban renewal plans while respecting its historical context [49]

Core Viewpoint - FORTIOR (峰绍科技) is set to launch an IPO on the Hong Kong Stock Exchange, aiming to raise approximately HKD 19.64 billion through the issuance of 16.2995 million H-shares at a price of HKD 120.5 per share [1][3]. Group 1: IPO Details - The company has entered into cornerstone investment agreements with 10 investors, collectively subscribing to approximately USD 112 million worth of shares [3]. - The expected net proceeds from the IPO are around HKD 18.46 billion [1]. Group 2: Financial Performance - FORTIOR's revenue for 2022, 2023, and 2024 is projected to be approximately RMB 3.23 billion, RMB 4.11 billion, and RMB 6.00 billion, respectively [7]. - The gross profit for the same years is expected to be around RMB 1.85 billion, RMB 2.17 billion, and RMB 3.16 billion, with net profits of RMB 1.42 billion, RMB 1.75 billion, and RMB 2.22 billion [7]. Group 3: Use of Proceeds - Approximately 34% of the net proceeds from the IPO will be allocated to enhancing research and innovation capabilities [8]. - About 10% is planned for enriching the product portfolio and expanding downstream applications [8]. - Approximately 16% will be used to expand the overseas sales network and promote products in international markets [8]. - Around 30% is expected to be allocated for strategic investments and/or acquisitions [8]. - An additional 10% is anticipated for working capital and general corporate purposes [9].

Core Viewpoint - Fengcai Technology (688279.SH, 01304.HK) is set to launch its IPO in Hong Kong from June 30 to July 4, 2025, with an expected listing date of July 9, 2025, under the sponsorship of China International Capital Corporation (CICC) [4][5]. Group 1: IPO Details - The company plans to issue 16,299,500 H-shares, with a maximum offering price of HKD 120.50 per share, plus various fees [2][5]. - The total fundraising amount is estimated to be approximately HKD 19.64 billion, with the potential to reach HKD 25.97 billion if the overallotment option is fully exercised [5][6]. - The IPO will involve 90% of shares allocated for international offering and 10% for public offering, with a 15% overallotment option [5][6]. Group 2: Use of Proceeds - Approximately 34% of the net proceeds will be allocated to enhancing research and innovation capabilities, while 10% will be used to enrich the product portfolio and expand downstream applications [6][7]. - About 16% is earmarked for expanding the overseas sales network and promoting products in international markets, and 30% will be directed towards strategic investments and/or acquisitions [7]. - The remaining 10% will be utilized for working capital and general corporate purposes [7]. Group 3: Shareholder Structure - Post-IPO, the controlling shareholders, including Mr. Bi Lei and Dr. Bi Chao, will hold approximately 33.59% of the shares, representing 33.65% of the voting rights [8][9]. - The shareholder structure includes various other investors, with significant stakes held by institutional investors [9]. Group 4: Company Overview - Fengcai Technology specializes in the design and development of BLDC motor driver control chips, covering all major components of general motor drive control systems [9]. - The company is recognized as the only Chinese enterprise among the top ten in the BLDC motor control and driver chip market, holding a market share of 4.8% as of 2023 [9].

Group 1 - Fengcai Technology is conducting an H-share issuance with a maximum price of 120.50 HKD per share, aiming to raise funds for its specialized chip business [1] - The global offering consists of 16.3 million shares, with 1.63 million shares available for public offering in Hong Kong [1] - Zijin Mining plans to acquire the Raygorodok gold mine project in Kazakhstan for 1.2 billion USD, enhancing its resource portfolio [1][2] Group 2 - Mindray Medical's shareholder plans to reduce holdings by up to 5 million shares, approximately 0.41% of the total share capital, due to personal funding needs [3] - Degute is planning to acquire control of Haowei Technology through a combination of cash and share issuance, leading to a temporary suspension of its stock [4] - New Dairy's controlling shareholder intends to reduce its stake by up to 3% of the total share capital, also for funding purposes [5] Group 3 - Yueyang Xinchang has resumed production after completing maintenance on its main production facilities, positively impacting its operations [6] - Chengdu Xian Dao has terminated its major asset restructuring plan due to failure to reach agreement on key terms [7] - Maglev Technology's shareholder plans to reduce its stake by up to 3% of the total share capital for personal financial arrangements [9] Group 4 - Zhongyan Dadi announced a cash dividend of 2.82 CNY per 10 shares and a capital increase of 3.99 shares per 10 shares [10] - Yunda Co. plans to distribute a cash dividend of 0.6 CNY per 10 shares, totaling approximately 47.22 million CNY [12] - Victory Co. intends to distribute a cash dividend of 0.42 CNY per 10 shares, amounting to around 36.06 million CNY [13] Group 5 - Shagang Group has invested 2.67 billion CNY in financial products while planning to use up to 8 billion CNY of idle funds for further investments [14] - Jiuyuan Yinhai's subsidiary won an 8.43 million CNY project contract, constituting a related party transaction [15] - China Railway Signal & Communication has announced the resignation of a board member due to personal reasons [16] Group 6 - China Rare Earth clarified that recent management changes have not affected its operations, ensuring stability in production [17] - Qixiang Tengda plans to conduct routine maintenance on its 60,000-ton acetone plant for 60 days to enhance operational safety [19] - ST King Kong's subsidiary signed a 399 million CNY contract for computing power services, indicating growth in its service offerings [20] Group 7 - Ziguang Guowei repurchased 775,500 shares for approximately 49.62 million CNY, reflecting confidence in its market position [22] - Qin Port's major shareholder plans to reduce its stake by up to 2% of the total share capital for development needs [22] - Longqi Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange, expanding its market presence [24]

Group 1 - The automotive industry is undergoing significant transformation, with product life cycles shortening from the traditional 10 years to 3-5 years, leading to a reduction in vehicle development cycles from 38 months to 22-24 months [2] - Increased market competition necessitates rapid responses to market feedback, making an open, flexible, agile, efficient, and reliable automotive R&D design system crucial for sustainable high-quality development in the industry [2] - The company is integrating AI technology throughout the automotive R&D process, launching an "automotive R&D digital intelligence system" to enhance development efficiency [2] Group 2 - The company is actively building an open collaborative ecosystem through strategic partnerships with leading semiconductor and AI firms, including NVIDIA, and academic institutions like Tsinghua University [3] - As of June 2024, the company became NVIDIA's sole solution consultant partner in the global automotive design sector, collaborating on software, hardware, and simulation platforms to drive innovation in automotive design technology [3] - The company's AI-powered automotive styling product "TAI" was officially launched in March 2025, featuring multiple functionalities such as text-to-image, line drawing rendering, multi-angle generation, background re-drawing, and 2D to 3D conversion, and is currently being promoted commercially [3]

当企业展厅逐渐成为品牌形象的"第二名片"，如何让空间开口讲述品牌故事？宽创国际展厅设计公司市场部以专业与创意为笔，以洞察和服务为墨，在品牌 展示领域绘就无数经典案例。近日，我们专访市场部总监徐嘉祥，揭秘这支团队如何在激烈的市场竞争中脱颖而出，成为企业品牌空间打造的首选伙伴。 线下场景同样精彩。在国际展厅设计双年展上，团队搭建的"未来展厅实验室"融合AI策展系统与智能交互装置，参观者通过手势就能切换展示场景。三天展 期吸引8000余名专业观众，现场签约金额突破5000万元。此外，市场部注重生态营销，与行业媒体、设计院校合作，形成"案例输出-学术研讨-人才培养"的 闭环传播生态。 全周期服务体系，刷新客户体验 "我们提供的不是单次服务，而是品牌空间的全生命周期管理。"徐嘉祥翻开服务手册介绍道。市场部独创的"360°品牌护航计划"，涵盖需求诊断、数字孪生 预演、智能施工监理、年度内容焕新等环节。在某科技独角兽企业展厅项目中，团队运用数字孪生技术提前模拟展厅动线，通过VR设备让客户"身临其 境"验收方案，决策效率提升60%。 踏入市场部办公区，开放式的布局与跃动的创意气息扑面而来。墙面巨大的电子屏实时滚动着全球前沿展 ...

智通财经6月29日讯（编辑 笠晨）在资本市场加速发展的浪潮中，并购重组作为产业沿链补链的关键，直接关乎创新产业发展机遇的把握和产业升级的进 程。机构认为，并购市场不仅延续数量与金额的高活跃，还在监管政策优化驱动下，显示出结构性重组升级的趋势。后续在经济修复、政策鼓励与资本市场 改革共振的支撑下，并购市场有望进一步释放产业整合与价值重塑空间。 据Wind数据统计，选取参与角色为竞买方，剔除重组失败，6月以来披露并购重组进展的A股上市公司共有90家，分别为湖南发展、维信诺、昇辉科技、国 投中鲁、东莞控股、梦网科技、邵阳液压、新莱福、沪硅产业、隆扬电子、远达环保、ST联合（维权）、哈森股份（维权）、*ST宇顺、科源制药、津投城 开、南京化纤、建龙微纳、海联讯、天亿马、华升股份、奥浦迈、沈阳机床、群兴玩具、汉邦高科（维权）、创业黑马、宏创控股、新晨科技、杰美特、鸿 铭股份、至正股份、中科通达、晶丰明源、本钢板材、厦门港务、电投能源、隆扬电子、上海电力、中国船舶、广西广电、安孚科技、工智退、信邦智能、 新铝时代、慧博云通、云维股份、电投产融、渤海汽车、邦基科技、九联科技、国城矿业（维权）、欧菲光、琏升科技、焦作万方、滨 ...

Core Points - The renovation project of Pengyi Community in Shanghai's Jing'an District marks the largest scale of non-standard old housing renovation in the central urban area, transforming 40 old buildings into 17 high-rise residential buildings with modern amenities [2][8] - The project took nearly four years to complete, allowing 2,110 households to move into new homes that offer private kitchens and bathrooms, as well as improved living conditions [2][4] - The renovation reflects a shift in urban renewal philosophy, focusing on community enhancement alongside housing improvement, with additional facilities such as a community nursing home and sports center being developed [8][9] Summary by Sections Project Overview - The Pengyi Community renovation includes 17 high-rise elevator residential buildings, 1,600 parking spaces, and new community facilities such as a nursing home, sports center, and cultural venue [2] - The project has successfully transitioned from old, shared living conditions to modern, independent living spaces, significantly improving the quality of life for residents [2][4] Resident Experience - Residents like Zhao Qiming express satisfaction with their new homes, which feature private kitchens and bathrooms, spacious balconies, and ample sunlight [3][4] - The renovation has allowed for an increase in living space, with additional square meters provided to residents while maintaining the original living area [4][5] Design and Planning - The renovation involved complex design considerations, with 96 new housing types developed from the original 282, ensuring fairness and balance between different resident needs [6] - The design process included multiple revisions to meet the diverse requirements of both rental and ownership residents [6] Historical Context and Evolution - The Pengpu New Village, established in the 1950s and 1960s, has undergone a significant transformation over the past 20 years, evolving from simple expansions to comprehensive renovations that include high-rise buildings and enhanced community services [8] - The project reflects a broader trend in urban renewal, emphasizing the integration of community facilities and improved living standards [8][9] Future Vision - The new community will retain historical elements while looking forward, with plans to preserve the village's history and enhance its future as a modern worker's village [10]

Core Insights - The HuRun Research Institute released the "2025 Global Unicorn List," revealing that the number of unicorn companies worldwide has reached 1,523, an increase of 70 from the previous year, with the United States leading with 758 and China following with 343 [1][2] - Zhuhai has two unicorn companies, Highview Solar and Jihai Microelectronics, making it one of the fastest-growing cities for unicorns among non-provincial capitals in China [1][3] Company Summaries - Highview Solar, founded in 2019, has rapidly become a leading player in the photovoltaic industry, valued at 14 billion yuan and ranked 671st globally. The company has faced challenges in going public due to a downturn in the photovoltaic industry and tightening IPO regulations, with its valuation dropping to 20.5 billion yuan in 2024 [4][5] - Jihai Microelectronics, established in 2004, specializes in chip design for printers and has recently expanded its business into high-end industrial MCU chips. The company is valued at 19 billion yuan and ranked 435th globally, with plans for an IPO underway [4][5][6] Industry Trends - The integrated circuit sector is a key industry cluster in Zhuhai, with a vertical supply chain and a scale exceeding 10 billion yuan. In 2024, the integrated circuit industry in Zhuhai achieved a main business income of 19.495 billion yuan, reflecting a year-on-year growth of 22.46% [7][8] - Recent policies in Zhuhai have focused on nurturing high-growth innovative enterprises, particularly in hard technology sectors like integrated circuits and biomedicine, providing financial support and a comprehensive service system for startups [8][9] Investment and Development - Zhuhai's transformation from "single-point development" to an "innovation rainforest" is evident in the emergence of unicorns, supported by capital and industrial ecosystem collaboration. Notable investments from state-owned platforms and private capital have contributed significantly to local projects [9][10] - The city aims to leverage resources from the Guangdong-Hong Kong-Macao Greater Bay Area to foster more unicorn companies, although challenges remain in establishing leading enterprises and enhancing the overall industrial ecosystem [9]