编号：2025-002 证券代码：300624 证券简称：万兴科技 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 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 | 深圳市证券业协会-郭彦城；东方财富证券-康卫荣；跨越基金-梁纯杰；瀚 | | | 鑫基金-黄尚才；安卓投资-谭煜；坚石资产-刘靖；熙宁投资-邓绍伟；亚 | | | 太汇金基金-滕涛；云众创融投资-李德生；证金投资-李强；沐德资产-梁 | | 及人员姓名 | 文玉；亿方富投资-陈健富；蓝海基金-张俊；恒泰永城基金-林秋杏；抱石 | | | 投资-苏建鸿；优美利投资-何芳；民沣资产-黄海山；纵帆私募-王兆江； | | | 前海骏捷-孔庆华、徐灵娥；个人投资者-张家忠、李红鸣、汤恒亮、赵晓 | | | 乐、黄勤、郭志军、杨军、谭洲田、朱朝晖等 39 名投资者（排名不分先后） | | 时间 | 2025 年 7 月 3 日下午 15:00 | | 地点 | 深圳市南山区软件产业基地 5 栋 D ...

湾区潮涌，风起旗峰。在粤港澳大湾区建设纵深推进当下，作为改革开放的前沿阵地，东莞正以"科技 创新+先进制造"为引擎，重塑全球产业链坐标。 南方都市报东莞新闻部重磅推出政经观察栏目——《旗峰观察》，将聚焦政策动向、区域产业布局与资 本流动，解构东莞的"发展密码"，为这座"双万之城"的高质量发展书写时代注脚。 在7月3日举行的2025年（东莞）低空经济应用场景发布会上，东莞的南城、松山湖、水乡经济区+洪 梅、谢岗四大区域，分别以——"低空+物流配送""低空+文旅应用""低空+跨城运输""低空+产业制 造""低空+高空作业"五大场景集体亮相。 从物流枢纽到科创文旅，从跨域通联到制造升级，东莞低空经济"四大区域支点"雏形已经出现。 东莞这一波"先手棋"，释放出强烈信号：东莞的低空经济已不是"未来时"，而是"进行时" 。 低空经济的应用，关键在于与区域优势的深度融合。东莞提出，将加快制定出台低空经济扶持政策，积 极谋划场景、建设场景、应用场景，推动未来一年内打造不少于100个具有示范意义的应用场景。 此次场景发布，正是东莞立足各镇街优势的精准落子。 南城作为中心城区，是东莞软件信息产业聚集区，数字经济产业发展迅速。而数 ...

Group 1: Core Insights - Beijing's "Two Zones" initiative has achieved multiple national and city-level innovations over the past five years, enhancing the business environment and driving high-quality development [1][2][3][4][6][7] Group 2: Haidian District Developments - Haidian District has implemented a "technology innovation + service industry openness" strategy, resulting in 98 institutional innovation cases, with 4 cases replicated nationwide and 9 cases replicated citywide [2] - The district has registered 9,776 new enterprises, with 9,574 being domestic and 202 foreign, and has maintained the highest actual foreign investment in the city at $1.766 billion in 2024 [2] Group 3: Chaoyang District Initiatives - Chaoyang District has focused on digital economy reforms, establishing the first data asset registration center in the country and a data trading platform that allows for controlled and measurable data usage [3] - The district has created a high-precision digital twin platform and expanded its international investment network through global招商联络站 [3] Group 4: Tongzhou District Focus - Tongzhou District has emphasized "green trade," developing green financial innovations and establishing a comprehensive service environment to support business operations [4] - The district has seen a 10.4% annual growth rate in newly established foreign enterprises and a 27.0% annual growth rate in actual foreign investment, totaling $3.12 million [4] Group 5: Daxing District Achievements - Daxing District has introduced over 7,800 market entities with a registered capital exceeding 130 billion, achieving total revenue of approximately 150 billion [6] - The district has established various industrial carriers, including a biomedicine incubator, and is set to complete two major projects within the year [6] Group 6: Shunyi District Progress - Shunyi District has implemented over 200 key tasks related to the "Two Zones" initiative, creating 16 breakthrough policies and innovative models [7] - The district has ranked first in the city for the number of "Two Zones" projects, with a 60% increase in the number of large-scale enterprises and a 50% increase in actual foreign investment and foreign trade [7]

Core Viewpoint - Newland is actively repurchasing shares and has shown strong financial performance, indicating confidence in its future prospects and commitment to returning value to shareholders [1][2][5]. Share Repurchase and Market Confidence - As of June 30, Newland has repurchased 7.5274 million shares, accounting for 0.73% of its total share capital, with a total expenditure of 188 million yuan [1][2]. - The company announced a new share repurchase plan with a total fund of no less than 350 million yuan and no more than 700 million yuan, to be executed within 12 months from the approval date [2][3]. - Newland's stock price has shown a strong upward trend, closing at 31.73 yuan per share on July 3, reflecting a year-to-date increase of approximately 60% [2]. Financial Performance - In 2024, Newland achieved total revenue of 7.745 billion yuan and a net profit attributable to shareholders of 1.01 billion yuan [5]. - For Q1 2025, the company reported revenue of 1.896 billion yuan, a year-on-year increase of 8.92%, and a net profit of 311 million yuan, up 25.16%, marking a historical high for a single quarter [5][6]. - The gross margin for Q1 2025 reached 38.95%, the highest in nearly nine years for the same period [6]. Business Strategy and Global Expansion - Newland is focusing on global expansion, particularly in the smart terminal sector, with seven global Industry 4.0 manufacturing bases and a robust supply chain management system [7]. - The company is also enhancing its AI capabilities to support the digital transformation of small and medium-sized enterprises, aiming to become a leading provider of offline digital business services globally [7][8]. - Newland has established NovaPay US Inc. to facilitate cross-border payment services, having obtained the MSB license from the U.S. Treasury Department's FinCEN [8]. Research and Development - Newland has consistently invested over 600 million yuan annually in R&D from 2019 to 2024, with 2024's investment amounting to 664 million yuan, representing 8.58% of total revenue [9].

"实现能源转型不仅是技术问题，更是政策、资金和区域协同的系统工程。东盟迫切需要更多外部支 持，尤其是像中国这样在能源转型实践中取得巨大成就的国家，能够在政策制定、产业协同、技术支持 以及金融服务等多个层面提供全方位的帮助。"达伍德说。 当前，许多中国企业正在东盟布局清洁能源、新能源交通及数字化基础设施等方面的业务，并通过与东 盟本地制造业深度对接，不断拓展在下游产业链的布局。 "中国企业在东盟地区的业务本地化进程正在加速。这不仅推动了东盟国家的能源结构调整，也为当地 创造了大量就业机会，促进了产业升级。中国企业的这种投资模式，不仅是单纯的资本输入，更带来了 技术转移、产业升级和能力建设，极大提升了东盟国家自主可持续发展的能力。"达伍德说。 近年来，中国与东盟的能源合作不断深化，相关领域交往日益密切。一个由东盟及各成员国的能源政策 负责人组成的代表团日前到访中国。期间，代表团参加了东盟低碳能源投资路径研讨会，并赴一些研究 机构、大学及企业进行参观。 作为代表团的主要负责人之一，东盟能源中心执行董事阿卜杜勒·拉齐布·达伍德对此次中国之行倍感兴 奋，也对中国与东盟的能源合作前景充满期待。7月1日，他在北京接受了经济 ...

证券代码：600850 证券简称：电科数字 公告编号：临2025-038 近日，中电科数字技术股份有限公司（以下简称"公司"）子公司收到政府补助合计29,400,000.00元，补 助类型为与收益相关，占2024年公司归母净利润的比例为5.34%。 （二）补助具体情况 中电科数字技术股份有限公司 关于收到政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ● 获得补助金额：29,400,000.00元 ● 对当期损益的影响：根据《企业会计准则第16号-政府补助》的相关规定，上述政府补助与收益相 关，29,400,000.00元将计入当期损益，对公司2025年度损益产生一定影响，具体会计处理和最终对公司 损益的影响以会计师年度审计确认后的结果为准。 一、获得补助的基本情况 （一）获得补助概况 单位：元 ■ 二、补助的类型及对上市公司的影响 根据《企业会计准则第16号-政府补助》的相关规定，上述政府补助与收益相关，29,400,000.00元将计 入当期损益，对公司2025年度损益产生一定影响，具体会计 ...

Core Viewpoint - The 2025 Yangcheng Creative Industry Park's first intangible cultural heritage carnival aims to enhance local cultural engagement and stimulate consumer activity in the park through various performances and activities from July 3 to July 7 [1][14]. Group 1: Event Highlights - The carnival features six major highlights: performances showcasing intangible cultural heritage, a food fair, an Instagram-worthy light installation area, unique local souvenirs, a booth for supporting local agricultural products, and modern amusement facilities [9]. - Daily performances will take place from 18:50 to 21:30, featuring a variety of shows [7]. Group 2: Cultural Performances - The opening ceremony included a Sichuan opera face-changing performance, where the performer, a professional magician, demonstrated the skill of changing five masks in ten seconds [5]. - The complexity of the face-changing technique lies in the speed required for mask changes, which is crucial for a successful performance [5]. Group 3: Local Products and Promotions - The market area showcases specialty agricultural products from regions such as Guangxi, Yunnan, Guizhou, Fujian, and Tibet, with promotional pricing on items like pork jerky [11]. - A promotional offer allows visitors to purchase three packs of pork jerky for 100 yuan, down from the regular price of 39 yuan per pack [11]. Group 4: Industry Background - The Yangcheng Creative Industry Park, formerly the Guangzhou Chemical Fiber Factory, has evolved into a hub for over 200 digital cultural enterprises, attracting investments from major tech companies like Tencent and Baidu [13]. - The park boasts an annual output value of 40 billion yuan, with over 13,000 intellectual property rights accumulated and nine listed companies incubated [13].

多点数智 20250703 摘要 多点数智与 HASTK 达成战略合作，将在数字资产交易、Web 3 技术及 区块链生态建设等方面展开合作，此举或将受益于虚拟货币赛道整体市 场表现的催化。 多点数智作为零售 SaaS 龙头，布局人民币相关业务与其零售支付系统 及解决方案高度契合，旨在提高跨境支付效率、降低成本，并积极筹划 申请人民币牌照。 多点数智 2024 年营收 18.59 亿元，同比增长近 20%，虽归母净利润 为负，但剔除非经营性损耗后实现扭亏为盈，聚焦零售核心运营云，剥 离非核心业务，财务指标逐步改善。 多点数智利用 AI 技术推出 AI agent 系列解决方案，如 AI 初心等，已在 物美等客户落地，显著节省成本，研发费用压降超 20%，提升了客户吸 引力及资本市场信心。 多点数智与胖东来深度合作，将其管理理念融入多点系统，形成可复制 的零售数字化转型样本，助力行业客户提高数字化水平，降低成本，提 高营收。 Q&A 多点数智公司近期股价大涨的主要原因是什么？ 多点数智公司近期股价大涨的主要原因是公司正式披露了未来可能布局稳定币 的相关新闻。实际上，早在 2025 年 2 月 5 日，公司就在官网 ...

Group 1 - The forum highlighted the transition of digital cultural tourism from a single technology application phase to the 3.0 era characterized by "IP assetization, scene intelligence, and ecological collaboration" [1] - The Deputy Director of Beijing Economic and Information Technology Bureau emphasized the integration of cutting-edge technologies like artificial intelligence and the metaverse with the cultural tourism industry, creating new consumption experiences and industrial forms [1] - Experts shared insights on the digital cultural tourism sector, including the Palace Museum's innovative practices in cultural heritage preservation and the complete implementation path for digital tourism from technical concepts to industry application [1][2] Group 2 - A roundtable forum focused on the integration of technology in reshaping the cultural tourism ecosystem, addressing industry pain points and exploring digital transformation methods for traditional scenic spots [2] - Five strategic agreements were signed during the forum, covering areas such as esports cultural tourism, smart travel, food IP development, cultural digitization, and digital asset sectors [2]

Group 1 - The current market sentiment is favorable for the ChiNext board, driven by strong performance in sectors such as stablecoins, pharmaceuticals, photovoltaics, military, and solid-state technologies [2] - High-frequency economic indicators show improvement in Q2 compared to Q1 across various industries, particularly in TMT (digital media, cinema, components, gaming), industrial products (motors, automation equipment, photovoltaics, wind power), and consumer goods (specialty chains, retail, tourism, medical devices) [2] - The upcoming earnings reports from high-performing companies, particularly in the ChiNext board, are expected to be released in early July, contributing to positive market momentum [3] Group 2 - The performance of the ChiNext index has been strong due to favorable fundamentals, with expectations for continued upward movement depending on upcoming non-farm payroll data [4] - Market expectations for non-farm payrolls suggest an addition of 110,000 jobs, down from the previous 139,000, indicating a potential shift towards lower interest rates if the data is disappointing [4] - The global trend of central banks, including the Federal Reserve, moving towards interest rate cuts is seen as beneficial for the stock market, particularly for the ChiNext board [5] Group 3 - The current market trend is identified as bullish, with a focus on capitalizing on short-term opportunities within the ChiNext board while maintaining awareness of broader market cycles [7] - Technical indicators, such as the MACD, suggest a supportive environment for the ChiNext board, indicating potential for further gains [7]