Core Viewpoint - The company is in the process of establishing a dedicated subsidiary for intelligent computing and is actively advancing the construction and operation of major intelligent computing projects in Shenzhen, along with preparations for key cooperative areas in investment and operation [1] Group 1 - The company is currently in the process of setting up a specialized subsidiary for intelligent computing [1] - The company is closely promoting the construction and operation of significant intelligent computing projects in Shenzhen [1] - Preparatory work is being conducted for investment and operation in key cooperative areas related to intelligent computing [1]

Group 1 - In June, the Manufacturing Purchasing Managers' Index (PMI) in China was 49.7%, an increase of 0.2 percentage points from the previous month, indicating a slight recovery in the manufacturing sector [1][2] - The Non-Manufacturing Business Activity Index rose to 50.5%, also up by 0.2 percentage points, reflecting stable expansion in the non-manufacturing sector [1][2] - The Composite PMI Output Index increased to 50.7%, marking a rise of 0.3 percentage points, suggesting overall economic improvement [1][2] Group 2 - The PMI for large enterprises was 51.2%, up by 0.5 percentage points, while medium-sized enterprises saw a PMI of 48.6%, an increase of 1.1 percentage points; however, small enterprises experienced a decline to 47.3%, down by 2 percentage points [3] - Various sub-indices showed positive changes, with production, new orders, and export orders indices rising between 0.2 to 2.6 percentage points, indicating a general recovery across different industries [4] - The logistics and procurement analyst noted that the slight PMI increase reflects the effectiveness of recent policies aimed at boosting demand, although the overall PMI remains below the growth threshold [4][5] Group 3 - The Non-Manufacturing PMI has consistently remained above 50% this year, with a new orders index of 46.6%, which has increased by 0.5 percentage points, indicating a narrowing decline in demand [6][8] - In the construction sector, the Business Activity Index rose to over 52%, reflecting increased investment-related activities, supported by expanded special bond allocations [7] - The financial services sector also showed growth, with both the Business Activity Index and new orders index exceeding 60%, indicating heightened activity as the quarter ends [7] Group 4 - Overall, the average Non-Manufacturing Business Activity Index for the second quarter was 50.4%, similar to the first quarter, suggesting stable expansion in the non-manufacturing sector [8] - As policy benefits gradually materialize, investment and consumption-related demand are expected to continue to improve, enhancing the internal driving force of economic operations [8]

6月27日，沪深交易所就调整主板风险警示股票价格涨跌幅限制比例及有关事项公开征求意见，拟将主 板风险警示股票价格涨跌幅限制比例由5%调整为10%，与主板其他股票保持一致。 但投资者应当注意，涨跌幅限制调整后股票日内可波动空间更大，投资者需充分了解风险警示制度、风 险警示股票交易规定和被实施风险警示上市公司的基本面情况，特别关注相关提示性公告，根据自身财 务状况、风险承受能力等，审慎考虑是否买入风险警示股票，避免遭受损失。 重要的消息有哪些 近日，美方官员称，正在加紧推进与有关经济体谈判，有望在7月9日"对等关税"90天暂停期结束前与部 分国家达成贸易协议。对于未达成协议的国家，可能单方面设定关税税率。商务部对此表示，中方坚决反 对任何一方以牺牲中方利益为代价达成交易，换取所谓关税减免。如果出现这种情况，中方绝不接受，将 坚决予以反制，维护自身正当权益。 中国人民银行货币政策委员会2025年第二季度例会于6月23日召开。会议提出，要实施好适度宽松的货 币政策，加强逆周期调节；加力支持科技创新、提振消费，探索常态化的制度安排维护资本市场稳定；把 做强国内大循环摆到更加突出的位置。 重要消息 海关总署发布公告，在持 ...

Group 1 - The core point of the news is that DreamNet Technology plans to acquire 100% of Hangzhou Bicheng Digital Technology Co., Ltd. for 1.28 billion yuan, which constitutes a major asset restructuring [1][2] - The acquisition aims to expand the breadth and depth of services offered by DreamNet Technology and optimize its business structure [2][3] - Bicheng Digital, established in 2017, is a leading e-commerce service provider in China, with a registered capital of 480 million yuan and a business focus on brand retail, brand operation, digital marketing, and channel distribution [3] Group 2 - The acquisition includes a performance commitment, requiring Bicheng Digital to achieve a cumulative net profit of no less than 323 million yuan from 2025 to 2027 [1][3] - DreamNet Technology's revenue for 2024 is projected to be 4.404 billion yuan, a year-on-year decrease of 15.87%, while the net profit is expected to be 38.17 million yuan [5] - The company has seen significant growth in its international business, with revenue from overseas markets increasing from 43.83 million yuan in 2021 to 901 million yuan in 2024, marking nearly a 20-fold increase over three years [5]

然而成长并非坦途。程裕雅坦言："刚开始做事情总是小心翼翼，一份测试文档因为细节或规范问题， 被打回来修改很多次是常有的事。"这些挫折没有让她退缩，反而成为进步的阶梯。在导师的悉心指导 和持续实践磨砺下，她的专业技能与职业素养悄然提升。 就业见习助力大学生打开"职场之门" 我市今年已累计开发高质量就业见习岗位9600个 □ 南京日报/紫金山新闻记者 余梦娇 "程裕雅同学，恭喜你顺利通过见习期考核！请于下午3时来人事部办理正式入职手续，领取你的工 牌。"6月27日，正坐在工位上专注撰写测试文档的程裕雅，收到了她期待已久的转正通知。这一纸通 知，不仅是对她见习期间努力的肯定，更是她正式在南京开启职业生涯的通行证。 程裕雅的求职之路始于对新环境的向往。从小生活在武汉的她渴望走出舒适圈，便将一直向往的城市南 京作为人生新旅程的第一站。今年3月，她在南京人社微信公众号上看到江苏润和软件股份有限公司 （以下简称"润和软件"）测试工程师见习岗位的招聘信息，抱着试试看的心态投递了简历，没想到很快 就收到回应。一个月后，带着对未来的憧憬，她独自一人踏上了前来南京的列车，开启了见习之旅。 "刚到南京，没有亲戚和朋友，也是第一次参加 ...

Group 1: Logistics and Economic Data - In the first five months of the year, the total social logistics in China reached 138.7 trillion yuan, representing a year-on-year growth of 5.3% [1] - In May alone, the logistics growth was 5.0%, a decrease of 0.5 percentage points from the previous month, indicating a narrowing fluctuation [1] Group 2: Company News - Chengdu XianDao announced the termination of its acquisition of approximately 65% of Nanjing Haina Pharmaceutical Technology Co., Ltd. due to failure to reach consensus on core terms after extensive discussions [3] - DeGuTe plans to acquire control of Haowei Technology through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring, with stock suspension starting June 30 [4] - *ST King Kong's subsidiary signed a service agreement worth 399 million yuan for a five-year period to provide computing power services [3] - Unigroup Guowei conducted its first share buyback, repurchasing 775,500 shares at a total cost of approximately 49.62 million yuan [5] Group 3: Market Insights - Wind data indicates that 68 stocks in the A-share market will face a lock-up expiration this week, with a total of 3.165 billion shares worth approximately 81.67 billion yuan being released, marking a week-on-week increase of 46.95% [2] - The report highlights that certain companies, such as Zhongwu Drone and Dizhe Pharmaceutical-U, will see significant increases in their market float due to the release of locked shares [2] Group 4: Research Insights - Everbright Securities suggests that short-term exports may maintain high growth, with domestic consumption being a key driver for economic recovery, recommending focus on domestic demand, localization, and sectors underfunded by investment funds [6] - Zhongtai Securities recommends positioning in the bond market and dividend assets, while also highlighting opportunities in the technology sector related to AI capital expenditures, which have seen improved valuations and chip structures [6]

Core Viewpoint - Qingdao Degute Energy Equipment Co., Ltd. is planning to issue shares and pay cash to acquire assets and raise supporting funds, which is expected to constitute a major asset restructuring but will not lead to a change in the actual controller of the company [1][4]. Group 1: Suspension Announcement - The company's stock will be suspended from trading starting June 30, 2025, to ensure fair information disclosure and protect investor interests [1]. - The company is required to disclose the transaction plan by July 14, 2025, or the stock will resume trading and terminate the planning of related matters [2]. Group 2: Transaction Details - The target asset for this transaction is Haowei Cloud Computing Technology Co., Ltd., which provides digital solutions to global telecom operators, cloud infrastructure service providers, and enterprise clients [2]. - The transaction will involve issuing shares and paying cash to acquire control of Haowei Technology, with the final transaction details to be confirmed in future announcements [4]. Group 3: Counterparty Information - The preliminary identified counterparties for the transaction include several limited partnership entities, with the final counterparties to be disclosed in subsequent announcements [3][4]. - The company has signed a letter of intent with the identified counterparties, indicating a preliminary agreement to purchase the assets [4].

6月29日，德固特(300950)公告称，公司拟通过发行股份及支付现金方式购买浩鲸科技控制权，并同步募集配套资金。预计构成重大资产重 组，不构成重组上市。 公司股票自6月30日开市起停牌，预计在不超过10个交易日的时间内披露本次交易方案。 德固特表示，本次交易事项尚处于筹划阶段，初步确定的交易对方为标的公司的主要股东，包括南京溪软企业管理合伙企业（有限合伙）、嘉 兴欧拉投资合伙企业（有限合伙）、南京嘉彧腾企业管理合伙企业（有限合伙）、厦门悠昂股权投资合伙企业（有限合伙）、南京午宥股权投 资合伙企业（有限合伙），德固特已与交易对方签署意向性协议。不过，德固特提醒，本次交易对方的范围尚未最终确定，最终确定的交易对 方以公司后续公告的重组预案或重组报告书披露的信息为准。本次交易不会导致公司实际控制人变更。 德固特成立于2004年，是一家节能环保装备制造领域的高新技术企业，2021年3月登陆深交所创业板。经过近20年的发展，公司现集设计、研 发、制造、检验、销售、服务于一体，服务对象广布化工、能源、冶金、固废处理等领域。公司拥有多项资质与认证，如固定式压力容器规则 设计资质、A1级压力容器制造资质、A级锅炉制造资质等 ...

Group 1 - Longqi Technology has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [1] - Chengdu XianDao has terminated the acquisition of approximately 65% equity in Nanjing Haina Pharmaceutical Technology Co., Ltd. due to failure to reach consensus on core terms [4] - Unigroup Guowei repurchased 775,500 shares for a total amount of 49.6173 million yuan on June 27 [5] Group 2 - Qinhuangdao State-owned Assets Supervision and Administration Commission plans to reduce its stake in Qin Port Co., Ltd. by up to 2% [2] - Magu Technology's shareholder Baolifeng intends to reduce its stake by up to 3% [3] - New Dairy's controlling shareholder plans to reduce its stake by up to 3% due to funding needs [6] Group 3 - Mindray Medical's shareholder EverUnion (H.K.) Limited plans to reduce its stake by up to 500,000 shares, representing approximately 0.41% of the total share capital [7] - Degute plans to acquire control of Haowei Technology, with trading suspended from June 30 [8]

中国基金报记者 安曼 又一家准IPO企业选择了并购重组！ 6月29日晚间，德固特公告称，公司拟通过发行股份及支付现金方式购买浩鲸科技控制权，并同步募集配套资金。 根据《上市公司重大资产重组管理办法》等相关规定，经初步测算，本次交易预计构成重大资产重组，不构成重组上市。 登录新浪财经APP 搜索【信披】查看更多考评等级 【导读】德固特筹划重大资产重组，明起停牌 鉴于本次交易尚处于筹划阶段，存在不确定性，为保证公平信息披露，维护投资者利益，避免对公司证券交易造成重大影响，根据深圳证券交易所的相关 规定，经公司申请，公司股票自2025年6月30日开市起停牌。 记者注意到，浩鲸科技（前身为中兴软创）脱胎于中兴通讯，自2017年新三板退市后，随即被阿里收购，在2018年更名为浩鲸云计算科技股份有限公司 （以下简称浩鲸科技）。 | 辅导对象 | 浩鲸云计算科技股份有限公司 | | | --- | --- | --- | | 成立日期 | 2003年2月21日 | | | 注册资本 | 76,414.9440 万元 鲍钟峻 | 法定代表人 | | 注册地址 | 南京市雨花台区安德门大街 50号 B座 6楼 | | | 控股 ...