公告显示，拟注销的932283股相当于公司总股本的0.91%，来源为公司在2024年度实施完成的二级市场 股份回购。注销完成后，公司总股本将由102,830,359股变更为101,898,076股，注册资本对应减少。 2月24日晚间，麒麟信安披露公告称，公司拟注销前期回购的932283股公司股份，以提升投资者回报能 力和水平，提升公司长期投资价值。 麒麟信安表示，本次变更回购股份用途并注销暨减少注册资本事项是结合公司实际情况审慎考虑作出的 决定，旨在维护广大投资者利益，增强投资者信心，注销完成后有利于增厚公司每股收益，提高公司股 东的投资回报。 麒麟信安长期专注国家关键信息基础设施领域，主营操作系统研发、信息安全、云计算等业务。去年推 出的基于Linux-6.6内核的V6版本操作系统，实现了安全性、AI支持等核心维度的全面跃升，展现出了 较强产品优势，受到了市场广泛认可。作为电力行业的主流操作系统品牌，去年麒麟信安操作系统助力 电力用采2.0系统实现了首个全国产化应用，还进一步推广至变电智能巡视、储能系统等应用场景，实 现规模化应用。 在云计算领域，麒麟信安积极开发"智能云"相关的新一代产品，现已在统一平台实 ...

麒麟信安公告称，公司拟将存放于回购专用账户的932,283股已回购股份用途，由"用于维护公司价值及 股东权益"变更为"用于注销并相应减少注册资本"。2024年4月23日，公司累计回购股份932,283股，占 总股本1.1840%，支付资金3618.33万元。本次注销完成后，公司注册资本将由1.03亿元变更为1.02亿 元，股本由102,830,359股减至101,898,076股。此外，公司拟将董事会人数由9名调至7名，并修订《公司 章程》《董事会议事规则》。上述事项尚需股东会审议。 ...

麒麟信安公告称，公司第二届董事会第二十七次会议审议多项议案。拟将932,283股已回购股份用途 由"用于维护公司价值及股东权益"变更为"用于注销并相应减少注册资本"，注销完成后，注册资本由 1.03亿元减至1.02亿元，股本相应减少，该议案尚需股东会审议。同时，拟将董事会人数由9名调至7 名，修订《公司章程》等并办理工商变更。此外，新增认定石勇、夏华2人为核心技术人员。董事会还 拟于2026年3月13日召开第二次临时股东会。 ...

福昕软件实控人为熊雨前，中国国籍，拥有美国永久居留权。 福昕软件首次公开发行股票募集资金总额为28.72亿元，扣除发行费用后，募集资金净额为25.86亿 元。福昕软件最终募集资金净额较原计划多21.79亿元。福昕软件于2020年9月3日发布的招股说明书显 示，该公司计划募集资金4.07亿元，分别用于PDF产品研发及升级项目、文档智能云服务项目、前沿文 档技术研发项目、全球营销服务网络及配套建设项目。 福昕软件首次公开发行股票的发行费用为2.85亿元，其中保荐及承销费用为2.67亿元。 据福昕软件上市发行结果公告显示，福昕软件跟投机构为兴证投资管理有限公司，最终战略配售数 量为36.12万股，跟投金额为8615.70万元，占发行总量的3%，限售期为24个月。 中国经济网北京2月24日讯 福昕软件(688095.SH)今日收报85.00元，跌幅8.45%。 福昕软件于2020年9月8日在上交所科创板上市，发行数量为1204万股，发行价格238.53元/股，保 荐机构为兴业证券，保荐代表人为李蔚岚、黄实彪，联席主承销商为国泰君安证券（现更名为国泰海通 证券股份有限公司）。 上市后第9个交易日，福昕软件盘中创下上市最 ...

Group 1 - The company Xuanwu Cloud (02392) announced a share buyback on February 23, 2026, spending HKD 6,227.78 million to repurchase 4,000 shares [1] - The buyback price per share ranged from HKD 1.52 to HKD 1.57 [1]

财报显示，绿云软件创始团队均在住宿业数字化领域拥有多年经验。其中，公司董事长兼执行董事杨铭魁为浙江 大学计算机专业本硕毕业的高才生，现年59岁，是中国住宿业数字化领域公认的开山元老，参与起草《智慧旅游 与智慧酒店物联网标准》等一系列国家标准，目前负责集团的整体战略制定、业务运营及管理。 《星岛》记者 曹安浔 广州报道 2月20日，香港交易所迎来丙午马年首个交易日，财政司司长陈茂波、港交所主席唐家成及行政总裁陈翊庭等共同 敲锣，唐家成表示："2026年我们开了个好头。目前已经完成了24宗IPO，集资额超过870亿港元。而正在排队申 请IPO的企业还有488家。" 同日，中国最大的住宿业PMS（酒店物业管理系统）供应商——杭州绿云软件股份有限公司向港交所递表，中金 公司担任独家保荐人，成为"马年首批IPO申报企业"。 | 重要提示:閣下如對本文件的任何內容有任何疑問,應尋求獨立專業意見。 | | --- | | Hangzhou GreenCloud Software Co., Ltd. | | 杭州綠雲軟件股份有限公司 | | (在中華人民共和國註冊成立的股份有限公司) | | 【錯景】 | | 编纂 的 编纂 ...

格隆汇2月24日｜国海证券研报指出，石基信息是国内领先的酒店业、零售业、休闲娱乐业信息系统提 供商，以酒店业务为核心，管理系统PMS作为"中枢系统"串联各项业务，具有多套酒店PMS产品，全面 覆盖不同客群，且DaylightPMS专注于全球化+高端酒店，在此基础上，公司开展Infrasys业务，提供高 效的餐饮全流程服务，从经营成果看，2025H1公司平台化SaaS业务ARR达5.4亿，同比+21.4%，续费率 超9成。作为国内领先的酒店业、零售业、休闲娱乐业信息系统提供商，受益于全球酒店业景气以及数 字化转型，当前股价对应2025-2027年PS分别为11.49/10.98/10.50X，首次覆盖，给予"增持"评级。 ...

Core Viewpoint - The report titled "2028 Global AI Crisis" presents a thought experiment questioning the implications of AI achieving its full potential, suggesting that while AI may excel, the economy and markets could suffer significantly [1][2]. Group 1: Economic Impact of AI - The report outlines a negative feedback loop where explosive AI capabilities lead to massive layoffs, reduced consumer income, shrinking demand, and further job losses, ultimately resulting in a cycle of economic decline [1]. - By June 2028, the unemployment rate is projected to rise to 10.2%, with the S&P 500 expected to retract by 38% from its 2026 peak [2]. Group 2: Market Sentiment and Reactions - The market's reaction to the report indicates a fragile sentiment, where even speculative narratives can trigger significant sell-offs, reflecting a critical point in trust regarding AI narratives [2]. - The current shift in the U.S. tech sector is moving from "narrative premium" to "pricing reality," with skepticism growing over capital expenditures and the delayed realization of AI's commercial viability [2]. Group 3: Investment Strategies in A-shares and Hong Kong Stocks - Investors are advised to avoid simply mirroring U.S. stock trends, as the adjustment in the U.S. market is primarily driven by a "valuation kill," which will likely impact A-shares and Hong Kong stocks, especially those lacking fundamental support [3]. - The valuation gap between core tech assets in Hong Kong and their U.S. counterparts may provide a safety cushion, as companies like Tencent and Alibaba are trading at significantly lower price-to-earnings ratios compared to U.S. tech giants [3]. Group 4: Shifts in Investment Focus - The investment focus is transitioning from "computing infrastructure" to "application implementation," with major domestic internet companies competing for AI market entry [4]. - The report suggests a re-evaluation of assets based on the "atoms vs. bits" framework, highlighting sectors like energy and nuclear supply chains that are essential for AI expansion and are less likely to be replaced by algorithms [4][5]. Group 5: Future Investment Opportunities - The report emphasizes that the future of AI investment will require a more rigorous assessment of business models, favoring companies that can genuinely adapt and innovate within the AI landscape [5]. - Industries such as defense and manufacturing, which possess unique technological barriers and demand certainty, are expected to present significant investment opportunities during this transition [5].

Market Overview - The Hang Seng Index fell by 1.93%, down 521 points, closing at 26,560 points, while the Hang Seng Tech Index decreased by 2.36% [1] - The early trading volume in Hong Kong stocks was HKD 138.7 billion [1] Notable Stock Movements - Zhipu (02513) surged over 20%, and MINIMAX-WP (00100) increased by more than 7% despite the overall market decline [1] - Kintor Pharmaceuticals (01888) rose over 11%, and Kintor Group (00148) gained 4.5% following positive earnings guidance [1] - Tongguan Gold (00340) saw a rise of over 5%, with expected profit growth of approximately 289% to 298% year-on-year [1] - Dongfang Electric (01072) increased by over 6%, with a long-term supply-demand gap in gas turbine exports indicating potential expansion [1] - Yangtze Optical Fibre and Cable (06869) rose over 5%, reaching a new high, with continued optimism in the optical fibre and cable market [1] Declining Stocks - China Duty Free Group (01880) fell over 9%, with a cumulative drop of more than 20% over three days, as institutions believe the stock price reflects strong performance in Hainan's duty-free sector [1] - Gaming stocks collectively declined, with MGM China (02282) dropping 4.2% due to lower-than-expected average daily gaming revenue during the Chinese New Year holiday [1] - Domestic insurance stocks retreated across the board, with New China Life Insurance (01336) falling over 5%, as Q4 net profits may be affected by short-term investment fluctuations [1] - Maoyan Entertainment (01896) decreased over 7%, hitting a nine-month low, attributed to weak box office performance during this year's Spring Festival [1]

在关税消息、AI双重利空冲击下，美股三大指数全线大跌逾1%。当地时间2月23日，标普500指数收跌 1.04%，报6837.75点；纳斯达克综合指数跌1.13%，报22627.27点；道琼斯工业平均指数跌1.66%，报 48804.06点。 据央视新闻报道，白宫的核心优先级并不是"尽快把钱退回去"，而是"尽快把关税工具续上"。白宫一方 面通过行政令，终止依据《国际紧急经济权力法》（IEEPA）加征的额外从价税，另一方面又迅速依 《1974年贸易法》第一百二十二条祭出为期150天的临时全球15%关税，同时加大利用301条甚至232条 等传统工具，继续搭建新的关税墙。 除了关税不确定性，AI行情也持续出现波折。近几周来，随着人们对AI的担忧情绪加剧，美股投资者 已经愈发不安，市场呈现出"先抛售，后追问原因"的波动行情，IBM成为新的"被颠覆者"。 "AI抢饭碗"引发IBM暴跌 关税不确定性阴霾笼罩 围绕美国关税政策的不确定性也在打击市场风险偏好。中泰证券（600918）研究所政策团队首席分析师 杨畅对记者表示，市场并未将最高法院裁决视为贸易宽松信号，在消化消息后仍认定关税不确定性将持 续。 2月23日，Anthr ...