Core Viewpoint - The company, Haima Data (603138), anticipates a net loss attributable to shareholders of approximately 44.6 million yuan for the first half of 2025, indicating ongoing financial challenges despite revenue growth in certain segments [1] Financial Performance - The expected net profit attributable to shareholders for the first half of 2025 is projected to be -44.6 million yuan, with a non-recurring profit estimate of around -48.6 million yuan [1] - The company forecasts an operating revenue of approximately 232 million yuan for the same period, with revenue from "self-developed database products and services" expected to be about 92.6 million yuan, reflecting a year-on-year growth of approximately 66% [1] Business Strategy - The company is in a rapid development phase, focusing on enhancing user satisfaction and expanding market share through sustained high levels of research and development as well as marketing investments [1] - Despite the revenue growth, the core business's revenue scale remains relatively small, leading to insufficient earnings to cover the ongoing research, sales, service, and management costs, resulting in continued net losses [1]

金融界消息 截至2025年7月14日收盘，长光华芯（688048）报收于60.33元，下跌0.53%，换手率 3.67%，成交量3.90万手，成交金额2.35亿元。 天眼查商业履历信息显示，苏州长光华芯光电技术股份有限公司，成立于2012年，位于苏州市，是一家 以从事软件和信息技术服务业为主的企业。企业注册资本17627.9943万人民币，实缴资本9663.4952万人 民币。公司法定代表人为闵大勇。 通过天眼查大数据分析，苏州长光华芯光电技术股份有限公司共对外投资了4家企业，参与招投标项目 67次，知识产权方面有商标信息14条，专利信息256条，此外企业还拥有行政许可15个。 来源：金融界 资金流向方面，今日主力资金净流出1938.43万元，占比成交额8.24%。其中，超大单净流出775.14万 元、占成交额3.29%，大单净流出1163.29万元、占成交额4.94%，中单净流出流入147.59万元、占成交 额0.63%，小单净流入1790.84万元、占成交额7.61%。 长光华芯最新一期业绩显示，截至2025一季报，公司营业总收入9428.11万元、同比增长79.63%，归属 净利润749.93万元，同比 ...

Group 1 - The core viewpoint of the news is that 乐鑫科技 (Lexin Technology) has shown significant growth in its financial performance for the first quarter of 2025, with a total revenue of 558 million yuan, representing a year-on-year increase of 44.08% [1] - The net profit attributable to shareholders reached 93.70 million yuan, marking a year-on-year growth of 73.80% [1] - The company's non-recurring net profit was 89.07 million yuan, reflecting an impressive year-on-year increase of 85.91% [1] Group 2 - As of July 14, 2025, 乐鑫科技's stock closed at 152.77 yuan, down 1.01%, with a turnover rate of 1.75% and a trading volume of 27,400 lots, amounting to a transaction value of 421 million yuan [1] - The net outflow of main funds today was 12.15 million yuan, accounting for 2.88% of the transaction value, with large orders showing a net outflow of 13.31 million yuan [1] - The company has a current ratio of 3.71, a quick ratio of 2.87, and a debt-to-asset ratio of 23.09% [1] Group 3 - 乐鑫科技 was established in 2008 and is primarily engaged in software and information technology services, with a registered capital of 1.122 billion yuan [2] - The company has made investments in 11 enterprises and participated in 6 bidding projects, holding 130 trademark registrations and 203 patents [2]

新烽光电2012年成立，是一家水系统信息化服务提供商，依托物联网、人工智能、大数据、云计算等新一代信息技术，为 水系统领域相关的政府部门、企事业单位等提供包括方案前期咨询及规划设计、核心硬件设备研制生产、数据建模分析、 软件系统平台开发部署、项目实施与交付运维的一站式解决方案。 2022年度、2023年度、2024年度，公司营业收入分别为19,320.52万元、20,590.65万元和21,805.41万元；归属于挂牌公司股 东的净利润分别为3,399.18万元、4,498.10万元和5,353.81万元；归属于挂牌公司股东的扣非净利润分别为3,361.70万元、 4,252.62万元和5,231.55万元。 7月10日，新三板挂牌公司新烽光电（872166）公告披露，2024年12月31日，公司向北京证券交易所报送了向不特定合格投 资者公开发行股票并上市的申报材料。经向股转公司申请，本公司股票自2025年1月2日起停牌。2025年7月9日，公司召开 了第四届董事会第九次会议及第四届监事会第六次会议，审议通过了《关于撤回向不特定合格投资者公开发行股票并在北 京证券交易所上市申请材料的议案》。 | 盈利能力 | ...

Core Viewpoint - A total of 72 companies have voluntarily withdrawn their IPO applications in 2023 due to insufficient performance growth, lack of technological innovation, and doubts about the necessity of fundraising [3][4][7] Group 1: IPO Withdrawal Statistics - As of July 11, 2023, 72 companies have withdrawn their IPO applications, a decrease of over 70% year-on-year [3] - The majority of withdrawn applications are from the Beijing Stock Exchange (27 companies) and the ChiNext (20 companies) [4] - The manufacturing sector, particularly specialized equipment manufacturing, software and information technology services, and automotive manufacturing, accounts for most of the withdrawn companies [4][5] Group 2: Reasons for Withdrawal - Key issues leading to IPO withdrawals include performance sustainability, fundraising necessity, technological advancement, and risks associated with actual controllers [3][7][11] - Many companies faced multiple rounds of inquiries from regulatory bodies, indicating a lack of clarity in their responses [5][11] - Specific examples include companies like Feiyu Technology and Nipe Holdings, which experienced significant declines in revenue and profit prior to their withdrawal [7][8] Group 3: Company-Specific Challenges - Feiyu Technology's revenue dropped from 4.29 billion to 3.85 billion, with a projected net profit decline of 95.35% [7] - Nipe Holdings faced a net profit decline in its firefighting and rescue equipment business, prompting regulatory scrutiny [7] - Mingmei New Energy's low R&D expenditure relative to its peers and its limited number of original patents raised concerns about its innovation capabilities [8][9] Group 4: Regulatory and Compliance Issues - Issues related to the actual controller's past illegal activities, such as money laundering, have also hindered IPO processes [11] - Companies like Qizhi Laser faced inquiries regarding the necessity and rationality of their fundraising projects, especially given their existing cash reserves [12]

Core Points - The stock price of Jiafa Education (300559) closed at 11.68 yuan on July 11, 2025, down by 0.26% with a turnover rate of 2.74% and a trading volume of 85,100 lots, amounting to 99.07 million yuan [1] - The company experienced a net outflow of main funds amounting to 18.96 million yuan, accounting for 19.14% of the total transaction amount, with significant outflows from large orders [1] Financial Performance - For the first quarter of 2025, Jiafa Education reported total operating revenue of 54.87 million yuan, a year-on-year decrease of 51.82% [1] - The net profit attributable to shareholders was 10.04 million yuan, down 253.84% year-on-year, while the non-recurring net profit was 11.18 million yuan, a decrease of 280.16% [1] - The company's liquidity ratios are as follows: current ratio at 7.168, quick ratio at 6.263, and debt-to-asset ratio at 9.52% [1] Company Overview - Chengdu Jiafa Antai Education Technology Co., Ltd. was established in 2002 and is primarily engaged in software and information technology services [2] - The company has a registered capital of 3.995 billion yuan and a paid-in capital of 538 million yuan [1] - Jiafa Education has made investments in 21 companies, participated in 1,124 bidding projects, and holds 46 trademark registrations and 82 patents [2]

2025.07. 13 和每年进行的GDP核算不同，经济普查每五年进行一次。去年12月26日，第五次全国经济普查结果 发布，普查全面摸清了我国第二产业和第三产业家底，反映出我国经济社会发展取得的新成效。其 中，2023年末，全国共有信息传输、软件和信息技术服务业企业法人单位169.1万个，从业人员 1506.7万人，分别比2018年末增长85.2%和51.4%。 信息传输、软件和信息技术服务业包括：电信、广播电视和卫星传输服务；互联网和相关服务；软件 和信息技术服务。其中，2023年，软件和信息技术服务业的法人单位从业人员达到了1107.1万人， 占信息传输、软件和信息技术服务业的比重达73.48%。 那么，这个高薪行业，哪些城市的从业人员较多呢？ 今年以来，各地陆续发布了第五次经济普查相关数据。第一财经记者梳理发现，北京、上海、深圳、 广州、杭州的信息传输、软件和信息技术服务业法人单位从业人员超过60万人，位居前五，其中京 沪超过了100万人（需要说明的是，部分重点城市的五经普数据尚未发布，在此没有纳入）。 从具体城市来看，北京市五经普结果显示，北京在信息传输、软件和信息技术服务业的法人单位的相 关从业人员 ...

Group 1 - The State Intellectual Property Office of China has published a patent application by Shandong Guodun Network Information Technology Co., Ltd. for an electronic signature processing method and system related to housing fund business process data, with publication number CN120297920A and application date of June 2025 [1] - The patent involves a method for processing housing fund contracts in PDF format, extracting key data and compensation data, and assessing tampering risks through hash value calculations [1] - The company has been active in the software and information technology services sector since its establishment in 2016, with a registered capital of 50 million RMB [2] Group 2 - Shandong Guodun Network Information Technology Co., Ltd. has made one external investment, participated in 56 bidding projects, and holds 4 patents along with 9 trademark registrations [2] - The company has also obtained 15 administrative licenses, indicating a diverse operational capability within its industry [2]

Core Insights - The information transmission, software, and information technology services industry is the highest income-generating sector in China, followed by finance and scientific research [1][2] - The fifth national economic census revealed significant growth in the industry, with 1.691 million legal entities and 15.067 million employees by the end of 2023, representing increases of 85.2% and 51.4% respectively since 2018 [1] Group 1: Employment Distribution - Beijing leads with 1.606 million employees in the information transmission, software, and information technology services sector, accounting for 12.2% of the city's total legal entity workforce [2] - Shanghai ranks second with 1.059 million employees, while Shenzhen has 968,800 employees in the same sector [3] - Guangzhou and Hangzhou follow with 705,500 and 655,000 employees respectively, showcasing a strong presence in the industry [4] Group 2: Economic Performance - In 2023, the software and information technology services sector in Beijing generated an added value of 525.2 billion yuan, growing by 13.3% year-on-year [2] - Shanghai's sector achieved a revenue of 1,737.33 billion yuan, marking a 156% increase since 2018, with Yangpu District's software and information technology services growing by 13.4% in 2024 [3] - Shenzhen's software and information services sector surpassed 300 billion yuan in added value, reflecting a growth of 21.4% [3] - Chengdu's sector reached 549,000 employees, with total revenue exceeding 1 trillion yuan for the first time, driven by the information transmission and software services [5]

Core Viewpoint - The company has decided to recognize credit and asset impairment losses totaling 15.43 million yuan as of June 30, 2025, to accurately reflect its financial condition and asset value [1][2]. Summary by Sections Overview of Impairment Preparation - The company conducted a comprehensive review and impairment testing of its credit and assets as of June 30, 2025, in accordance with relevant accounting standards and regulations [1][2]. Details of Impairment Losses - The total impairment losses recognized amount to 15,432,731.87 yuan, which includes: - Credit impairment losses of 11,255,781.53 yuan, primarily from accounts receivable [2]. - Asset impairment losses of 4,176,950.34 yuan, specifically for inventory write-downs [2]. Explanation of Impairment Preparation - The company assesses credit impairment on receivables based on objective evidence and categorizes financial instruments into groups for expected credit loss estimation [3][4]. - Inventory impairment is determined by comparing the cost of inventory with its net realizable value, ensuring accurate financial reporting [4]. Impact on Financial Statements - The recognition of these impairment losses will reduce the company's total profit by 1,543.27 million yuan for the first half of 2025 [5]. Board Opinions - The board of directors supports the impairment preparation as it reflects the company's actual financial situation and complies with accounting standards [5]. - The audit committee also agrees that the impairment preparation aligns with the company's financial management policies and does not harm the interests of the company or its shareholders [5].