深圳市法本信息技术股份有限公司 四、公司薪酬与考核委员会对本员工持股计划名单进行了核实，认为拟参与 本员工持股计划的人员均符合《指导意见》等法律、法规的有关规定，符合本员 工持股计划规定的参加对象范围，主体资格合法、有效；员工自愿参与、风险自 担，公司不存在摊派、强行分配等方式强制员工参与本员工持股计划的情形。公 司全部有效的员工持股计划所持有的股票总数不超过公司股本总额的 10%，任一 持有人持有份额不超过公司总股本的 1%。 董事会关于 2025 年员工持股计划（草案）合规性的说明 深圳市法本信息技术股份有限公司（以下简称"公司"）2025 年员工持股计划 （草案）（以下简称"本员工持股计划"）依据《中华人民共和国公司法》《中 华人民共和国证券法》《关于上市公司实施员工持股计划试点的指导意见》（以 下简称"《指导意见》"）《深圳证券交易所上市公司自律监管指引第 2 号——创 业板上市公司规范运作》（以下简称"《创业板上市公司规范运作》"）等法律法 规、规范性文件和《公司章程》制订。 董事会现就本员工持股计划符合《指导意见》等相关规定说明如下： 一、公司不存在《指导意见》《创业板上市公司规范运作》等法律、法 ...

Group 1 - The company has approved a share repurchase plan to buy back its A-shares using its own funds, with a maximum repurchase price of RMB 23.20 per share and a total repurchase amount between RMB 1.5 million and RMB 3 million [1] - The repurchase period is set for 12 months from the date of the board's approval [1] - As of May 31, 2025, the company has not yet implemented any share repurchases [2] Group 2 - The company will adhere to relevant regulations and make repurchase decisions based on market conditions during the repurchase period [3] - The company commits to timely information disclosure regarding the progress of the share repurchase [3]

Core Viewpoints - The market in June is expected to remain in a consolidation phase, with large-cap stocks likely to see a recovery. Domestic demand momentum is anticipated to improve marginally, while April's industrial profits continued to show a recovery trend but experienced a decline in both volume and price. The cost decline was the main driver of profit growth in April. PMI data for May indicates a slight recovery in domestic production demand compared to April. It is expected that growth-stabilizing policies will be implemented alongside resilient external demand, and the trend of weak inventory replenishment is likely to continue in the second quarter. However, global trade policies remain uncertain, compounded by concerns over rising US debt rates, which may pressure market sentiment in the short term. In June, various growth-stabilizing policies are expected to accelerate, maintaining a cautious and oscillating market environment. Key areas to watch for a breakthrough include developments in overseas tariffs and the implementation of domestic growth-stabilizing policies in June [4][10][12]. June Stock Recommendations - The June stock selection by the report includes: - SF Express (Transportation) - Anji Technology (Chemicals) - Bairen Medical (Pharmaceuticals) - Lingnan Holdings (Social Services) - Qingdao Beer (Food and Beverage) - Suochen Technology (Computers) [10][12]. Industry Summaries Transportation Industry: SF Express - SF Express reported a net profit of 2.234 billion yuan in Q1 2025, reflecting a steady growth trend. The company achieved a total express volume of 3.56 billion parcels, a year-on-year increase of 19.7%, with revenue reaching 69.85 billion yuan, up 6.9% year-on-year. The profit growth was primarily driven by the continuous improvement of the product matrix and enhanced service competitiveness. The company also focused on cost control through operational model reforms and network optimization, achieving a gross profit margin of 13.3%, an increase of 0.1 percentage points year-on-year [12][13]. Chemical Industry: Anji Technology - Anji Technology experienced rapid growth in revenue and net profit in 2024 and Q1 2025, driven by increased market coverage and new product introductions. The gross profit margin for 2024 was 58.45%, with a net profit margin of 29.08%. In Q1 2025, the gross profit margin was 55.70%, and the net profit margin was 30.96%. The company is seeing a steady increase in its global market share for polishing liquids, with a projected market size growth for semiconductor CMP polishing materials [14][15]. Pharmaceutical Industry: Bairen Medical - Bairen Medical reported rapid growth in revenue and profit in 2024, with significant increases in its three main business segments. The heart valve replacement and repair segment saw a year-on-year growth of 64.28%. The company is expected to maintain high growth rates in 2025, driven by the approval of its first interventional valve product, which offers significant advantages in terms of operation and safety [17][18]. Social Services Industry: Lingnan Holdings - Lingnan Holdings achieved a revenue of 4.309 billion yuan in 2024, a year-on-year increase of 25.43%, and a net profit of 150 million yuan, up 116.08%. The company’s travel agency operations and hotel management segments are expected to continue growing, particularly with the recovery of inbound tourism and the expansion of hotel management projects [20][21]. Food and Beverage Industry: Qingdao Beer - Qingdao Beer faced pressure on volume and price in Q3 2024, with a year-on-year decline in sales volume of 7.0%. However, the company benefited from a decrease in raw material costs, leading to an improvement in gross profit margins. Future growth is anticipated as restaurant demand recovers, supported by the company's strong brand and distribution network [23][24]. Computer Industry: Suochen Technology - Suochen Technology reported a revenue of 39 million yuan in Q1 2025, a year-on-year increase of 21.73%. The company is focusing on enhancing its CAE software capabilities and exploring AI applications in various fields. The engineering simulation software segment has shown significant growth, contributing to an overall increase in the company's gross profit margin [25][26][27].

Core Insights - The "Deep Integration of Technological Innovation and Industrial Innovation" topic was launched by the Chinese Academy of Sciences on May 27, 2025, aiming to explore strategic directions and countermeasures for integrated development, providing theoretical support for new productive forces [1] - The "Innovation and Entrepreneurship Investment Conference" showcased over 50 cutting-edge achievements, promoting industry connections [1] Industry Analysis - According to招商证券, the performance of the Sci-Tech Innovation Index-related industries showed divergence in May, with a high proportion of loss-making companies in the software development and technology sectors, indicating significant capacity clearing pressure [1] - In terms of economic conditions, the export value of integrated circuits in the information technology sector saw an expanded year-on-year growth, while the growth rate of LCD shipments slowed down [1] - Profitability forecasts suggest that in June, improvements in earnings for companies in the Sci-Tech sector may be concentrated in the TMT manufacturing segments [1] - The upgrade of Google's AI ecosystem is driving technological iterations, with innovative products like AI video generation tool Veo 3 and image tool Imagen 4 potentially catalyzing the Sci-Tech industry chain [1] - Industry allocation should pay attention to external tariff uncertainties and focus on layouts around the theme of self-control [1] Investment Products - The Guotai Sci-Tech Innovation Index ETF (589630) tracks the Sci-Tech Innovation Index (000680), which is published by the Shanghai Stock Exchange and aims to reflect the overall market performance of the Sci-Tech board, primarily focusing on small and mid-cap companies in early innovation stages [1]

1、上周五抱团票股灾后，今天修复，典型就是总龙头中毅达差三分钱反包板。早盘最强是有利好刺激的稳定币，御银翠微恒宝三个一字板加上四方雄帝 等大幅高开，还是超预期的。 能；低吸或埋伏热门题材（医药/谷子经济/核聚变/稳定币/无人物流车）核心票，等待轮动。 5、明天干哪只票？ 中邮、哈焊 ❈ | | | 监管期股票 | | | --- | --- | --- | --- | | 股票名称 | 监管开始日期 | 监管结束日期 | 类型 | | 王子新材 | 2025-05-30 | 2025-06-13 | 严重异动 | | 舒泰神 | 2025-05-30 | 2025-06-13 | 严重异动 | | 中邮科技 | 2025-05-30 | 2025-06-13 | 严重异动 | | 永安药业 | 2025-05-29 | 2025-06-12 | 严重异动 | | 中洲特材 | 2025-05-26 | 2025-06-09 | 严重异动 | | 联合化学 | 2025-05-26 | 2025-06-09 | 严重异动 | | 南京港 | 2025-05-23 | 2025-06-06 | 严重异动 | | ...

一、停复牌 1、慈星股份：拟购买顺义科技75.00%股份，股票复牌。公司主营业务将新增装备健康管理系统、智能 检测设备、维修保障设备及模拟仿真设备的研发、生产与销售。 2、菲林格尔：金亚伟成为实际控制人，股票复牌。 二、并购重组 英特集团：英特药业以3.69亿元的价格成功竞得华通医药100%股权。 三、回购 4、赛力斯：5月赛力斯汽车销量36,450辆，同比增长13.19%。 5、恒星科技：拟在越南设立公司建设年产15万吨高性能预应力钢绞线项目。 6、风范股份：中标约2.28亿元国家电网项目。 7、德尔股份：拟投资3亿元建设新型锂电池及智能电机产业化项目。 8、大族激光：控股子公司大族数控向香港联交所递交上市申请。 固德威：拟以1亿元-1.5亿元回购股份。 四、投资合作、经营状况 1、四维图新：与阿里云签署战略合作框架协议。双方计划在大模型应用、辅助驾驶及车联网等领域展 开深度合作。 2、融发核电：公司一级全资子公司烟台台海玛努尔核电设备有限公司收到中广核工程有限公司发来的 《中标通知书》，确认烟台台海核电为TY项目3、4号机组LOT120G主管道中标单位，中标金额为1.89 亿元。 3、信捷电气：空心杯电机 ...

Group 1 - Institutions listed 41 stocks today, with net purchases in 17 stocks and net sales in 24 stocks [1] - The top three stocks with the highest institutional purchases are: Sifang Jingchuang (149 million), Zhongke Jincai (136 million), and Mankalon (112 million) [1] - Mankalon saw a net purchase of 112 million from four institutions today [2] Group 2 - Zhezhang Securities indicates that high gold prices and a new round of market education for traditional gold and jewelry products may allow companies with strong product aesthetics and channel management to continue increasing market share [2] - Traditional gold jewelry companies are entering a low base phase starting Q2 this year, with leading brands following up on product and channel transformations, presenting investment opportunities in terminal sales and financial report turning points [2] Group 3 - The innovative drug sector is experiencing multiple industry catalysts that significantly boost market confidence, including the release of 11 innovative drug approvals by the National Medical Products Administration [3] - The U.S. oncology conferences showcased high-quality research results for domestic innovative drugs, validating the pipeline value and business development capabilities of leading pharmaceutical companies [3] - The National Postal Administration's recent guidelines emphasize the development of drone technology for postal services, promoting low-altitude logistics and enhancing delivery efficiency [3]

2025 年 06 月 03 日 北交所行业研究 研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn [Table_Title] 本周北交所流动性收缩，世昌股份/志高机械上 会通过 ——北交所行业周报 | 行业相对表现 | | | 2025/05/30 | | | --- | --- | --- | --- | --- | | 表现 | | 1M | 3M | 12M | | 北证 | 50 | 8.96% | 3.12% | 79.99% | | 沪深 | 300 | 1.73% | -3.22% | 6.27% | 相关报告 《北交所行业周报：本周北证 50 阶段性回调，下 周世昌股份/志高机械上会、交大铁发申购（推荐） *中小盘*罗琨》——2025-05-26 《北交所行业周报：本周北证 50 继续领涨，交投 活跃度持续上升，天工股份正式上市（推荐）*中 小盘*罗琨》——2025-05-19 《北交所行业周报：本周北证 50 实现领涨、交投 活跃度明显提升，下周天工股份上市（推荐 ...

A股收评：沪指收涨0.43% 创新药板块持续冲高 金十数据6月3日讯，A股三大指数集体低开高走，维持反弹走势。截止至今日收盘，沪指收涨0.43%， 深成指收涨0.16%，创业板指收涨0.48%。盘面上，创新药板块午后持续冲高，舒泰神、华纳药厂等多 股涨停。黄金股领涨，西部黄金涨停。稳定币概念全天走强，恒宝股份、御银股份、翠微股份涨停。中 韩自贸区、培育钻石、乳业、游戏板块涨幅居前，钢铁、汽车整车、白酒、煤炭开采加工板块跌幅居 前。全市场超3390只个股飘红，沪深两市成交额超1.14万亿元。 ...

以下文章来源于算法爱好者 ，作者小蒜 算法爱好者 . 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 5 月 28 日，有媒体报道，字节的安全与风控部门发布内部邮件，宣布自 6 月 30 日起将逐步禁用包括 Cursor 和 Windsurf 在内的多款第三方 AI 开发工具 。 引发争议 这一决定在技术团队中引发激烈争论，员工意见呈现两极分化。 支持的员工主要持 2 种观点： 值得注意的是，反对者特别质疑所谓"数据安全"的理由。他们指出 Cursor Pro 版本就提供隐私保护模式，而 Trae 自身反而缺乏类似功能。 二发邮件 或许是看到了不一样是声音。 28 号晚 7 点，字节跳动安全与风控部门再发邮件，对先前通知不到位表达歉意并作出进一步解释。 关于第三方 AI 开发工具的通知补充 北京时间 5 月 28 日早上，安全与风控部给研发同学发送了关于"第三方 AI 开发工具"的通知，因邮件背景讲的 不够清晰导致了一些误解，在此我们首先向大家表示歉意，并做出补充说明。 发布本次通知的主要原因是： 不少员工通过个人账户采购使用这些工具，数据沉淀到个人账户，不符合 ...