Core Viewpoint - Haocen Software is focusing on its core business and accelerating strategic implementation while enhancing market recognition and long-term investment value through various measures such as cash dividends and strengthened market communication [2] Group 1: Business Strategy - The company has successfully acquired Hungarian BIM software company CadLine and established a subsidiary, Haoke Digital Intelligence [2] - Haocen Software is strategically cooperating to layout 3D CAD products, forming a complete product matrix that includes 2D CAD, cloud-based CAD, and 3D CAD [2] Group 2: Market Positioning - The brand value of Haocen Software has significantly increased, further promoting the company's global business layout and sustainable development [2]

Core Viewpoint - The article discusses the significant influence of American capital on the Japanese financial market in 2024, highlighting a strategy of acquiring Japanese assets using Japanese funds, amidst a backdrop of yen depreciation and a zero interest rate policy [3][5][19]. Group 1: Economic Context - The depreciation of the yen and the Bank of Japan's commitment to a zero interest rate policy have created opportunities for American capital to exploit weaknesses in the Japanese economy [5][7]. - By early 2024, the exchange rate shifted dramatically from 115 yen per dollar to over 160 yen per dollar, marking a historical low for the yen [5][7]. Group 2: Capital Acquisition Strategies - American capital utilized "Samurai bonds," which are low-interest bonds issued in yen, with a total issuance exceeding 2 trillion yen at a nominal interest rate of only 1% [7][9]. - The primary buyers of these bonds were Japanese institutional investors and the general public, allowing American capital to acquire Japanese savings at minimal cost [7][9]. Group 3: Mergers and Acquisitions - In 2024, American capital's total mergers and acquisitions in Japan reached 10 trillion yen, effectively using Japanese savings to purchase high-quality domestic assets [9][11]. - Following acquisitions, American firms engaged in asset stripping and profit transfer, extracting cash reserves and annual profits from the acquired companies [9][11]. Group 4: Economic Consequences - By the end of 2024, American capital had extracted 10 trillion yen in cash returns from Japan, completing a cycle of capital extraction that left the Japanese public largely unaware [11][19]. - Japan's government debt has reached 260% of GDP, limiting its ability to intervene in capital flows, while the short-term benefits of yen depreciation mask deeper economic issues [13][19]. Group 5: Inflation and Consumer Impact - Japan is experiencing high inflation, which is straining household budgets and reducing consumer spending, despite superficial signs of economic recovery [15][17]. - Major Japanese companies are facing challenges in overseas operations, with some, like Toyota, suing the U.S. government over unfair taxation, impacting their international investment rights [15][17]. Group 6: Future Outlook - The Bank of Japan may need to reassess its monetary policy in response to inflation, with expectations of interest rates rising to 0.75%, which could lead to capital withdrawal and increased market volatility [17][19]. - The article emphasizes the need for Japan to balance capital flow with national interests, as over-reliance on international capital could lead to economic instability [17][19].

尽管本周财报披露日程相对宽松，但仍有一批科技、零售及消费品领域的知名企业将发布业绩 报告，覆盖范围广泛。 科技板块方面，投资者将密切关注奥多比（Adobe, ADBE）、甲骨文（Oracle, ORCL）、博 通（Broadcom, AVGO）、新思科技（Synopsys, SNPS）、赛博航点（SailPoint, SAIL）、光罩科技（Photronics, PLAB）以及行星实验室（Planet Labs, PL）的最新动 态，这些财报将为软件支出、人工智能驱动需求及半导体行业趋势提供全新参考。 零售与消费领域，游戏驿站（GameStop, GME）、趣宠网（Chewy, CHWY）、露露乐蒙 （lululemon athletica, LULU）、凯西连锁便利店（Casey's General Stores, CASY）、 乐萨克家居（The Lovesac Company, LOVE）、设计师品牌集团（Designer Brands, DBI）以及汽车地带（AutoZone, AZO）的业绩，将有助于判断假日季消费动能及非必需消费 品支出走势。 12 月 8 日（周一） 本周财报披露以清淡开局，中国 ...

截至发稿，中望软件市值为119亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王晓波） 每经AI快讯，中望软件（SH 688083，收盘价：69.95元）12月8日晚间发布公告称，公司第六届第二十 一次董事会会议于2025年12月8日以现场会议结合通讯表决方式召开。会议审议了《关于使用部分闲置 自有资金进行现金管理的议案》等文件。 2024年1至12月份，中望软件的营业收入构成为：软件行业占比99.86%，其他业务占比0.14%。 ...

Group 1 - The core viewpoint of the article highlights the importance of CAE software as a critical engineering simulation tool that supports research and development departments in the design and optimization of industrial products [1] - The company has not undertaken any related business or orders concerning rocket recovery technology [1]

格隆汇12月8日丨索辰科技(688507.SH)在投资者互动平台表示，公司将持续聚焦于物理AI引擎、CAE软 件等核心业务发展。 ...

格隆汇12月8日丨中望软件(688083.SH)公布，公司于2025年12月8日召开第六届董事会第二十一次会 议，审议通过了《关于使用部分闲置自有资金进行现金管理的议案》，同意公司在保证日常经营资金需 求和资金安全的前提下，使用最高不超过人民币250,000万元（含本数）的闲置自有资金进行现金管 理，用于购买安全性高、流动性好的银行等金融机构的理财产品，使用期限自董事会审议通过之日起12 个月内有效，单个理财产品的投资期限不超过12个月。 ...

明源云(00909)发布公告，于2025年12月8日该公司斥资444.63万港元回购140万股，回购价格为每股3.16- 3.19港元。 ...

天眼查App显示，近日，广州芬乾电子有限公司成立，注册资本10万人民币，经营范围为服装服饰零售; 软件开发;日用百货销售;互联网销售（除销售需要许可的商品）;家居用品销售;信息咨询服务（不含许 可类信息咨询服务）;广告制作;广告设计、代理;技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广;商务代理代办服务;企业管理咨询;建筑材料销售。 ...

Group 1: Stock Resumption and Suspension - Jiahua Technology plans to acquire 90% of Shudun Technology, focusing on domestic cryptography technology research and information security solutions, leading to stock resumption [1] - Annie Co. will have Shengshi Tianan as its controlling shareholder, resulting in stock resumption [1] - ST Tianrui has terminated plans for a change in company control, leading to stock resumption [1] - Gu'ao Technology's actual controller is planning a change in control, resulting in stock suspension [1] Group 2: Share Buybacks and Increases - Meilixin's controlling shareholder intends to increase company shares by 50 million to 100 million yuan [2] Group 3: Investment Cooperation and Operational Status - Shangwa New Materials plans to purchase software code usage rights for 26 million yuan [3] - Hengdian East Magnet's chip inductors have entered major enterprises, achieving rapid shipment growth [3] - Roman Co.'s subsidiary signed a contract worth approximately 448 million yuan for computing power equipment sales and services [3] - Guangqi Technology's subsidiary signed a contract worth 696 million yuan to deliver metamaterial aerospace structural products [3] - Yanshan Technology's subsidiary Nullmax (Cayman) plans to introduce a leading domestic automotive-grade chip company as a strategic investor [3] - Aerospace Electric's subsidiary Suzhou Huazhan Investment is investing 57.25 million yuan to build production capacity for high-speed modules and liquid cooling interconnect products [3] - East China Pharmaceutical's wholly-owned subsidiary's products have been included in the national medical insurance and commercial insurance innovative drug catalog [3] - Fosun Pharma has multiple drugs newly included in the national medical insurance and commercial insurance innovative drug catalog [3] - Ailis's innovative drugs have been included in the new version of the national medical insurance catalog [3] - Aidi Pharmaceutical's two anti-HIV innovative drugs have renewed their entry into the national medical insurance catalog [3] - Dongcheng Pharmaceutical's 177Lu-LNC1009 injection clinical trial has been approved, with no similar products currently on the market [4] - Weike Technology primarily provides products such as robot motor insulation ends and has achieved mass sales, collaborating with global companies like DANFOSS [4] - Double Star New Materials has reached a consensus on production reduction in the BOPET industry under the "Industry Self-Discipline Initiative" [4] - Wanliyang has invested in production lines for precision transmission products for robot joints, expected to reach mass production by May 2026 [4]