| 普通股 | 156,723,619 | 99.9172 | 126,905 | 0.0809 | 2,869 | 0.0019 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 审议结果：通过 | | | | | | | | | 表决情况： | | | | | | | | | | 同意 | | | 反对 | | 弃权 | | | 股东类型 | | | | 比例 | | | 比例 | | 票数 | | 比例（%） | | 票数 | | 票数 | | | | | | | （%） | | （%） | | | 普通股 | 156,722,888 | 99.9167 | 127,905 | 0.0815 | 2,600 | 0.0018 | | | 审议结果：通过 | | | | | | | | | 表决情况： | | | | | | | | | | 同意 | | | 反对 | | 弃权 | | | 股东类型 | | | | 比例 | | | 比例 | | 票数 | | 比例（%） | | 票数 | | 票数 | | | | | | | （%） | | ...

证券代码：002296 证券简称:辉煌科技 公告编号:2025-018 河南辉煌科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股东会审议通过利润分配方案情况 案已获2025年5月15日召开的2024年年度股东会审议通过，股东会决议公告已刊 登 在 2025 年 5 月 16 日 的 《 证 券 时 报 》 《 上 海 证 券 报 》 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn），具体内容为：以公司2024年12月31日的总股本 红股，不以公积金转增股本。 购、股权激励行权、再融资新增股份等原因发生股本变动的，以未来实施本次分 配预案时股权登记日的总股本为基数（回购账户股份不参与分配），公司将按每 股分配比例不变的原则，相应调整现金分红总额。截止本公告披露日公司回购专 用证券账户持股数量余额为0股；自本次利润分配预案披露至实施期间公司股本 总额未发生变化。 整原则一致。 过两个月。 二、本次实施的权益分派方案 本公司2024年年度权益分派方案为：以公司现有总股本389,580,420股为基 数，向全体股东每 ...

| 8.请问贵公司的目前的中标业务单怎样？ | | --- | | 答:尊敬的投资者，您好。公司涉及重大合同的披露将严格按照 | | 法律法规及深交所对日常经营重大合同的披露标准履行审议及披露 | | 程序，公司指定信息披露媒体为证券日报及巨潮资讯网 | | （www.cninfo.com.cn），感谢您对公司的关注。 | | 9.公司的2025一季报，存货5.467亿元，占营业成本555.37%，同比 | | 增长0.39%，关注存货减值风险。请问董秘是否存在这风险？ | | 答:尊敬的投资者您好，2025年第一季度，存货期末余额为5.467 | | 亿元，公司按照《企业会计准则》和相关政策法规规定，对存货的 | | 可变现净值进行了充分的评估和分析，按照成本与可变现净值孰低 | | 计量，本着谨慎性原则，对可能发生跌价的存货计提减值准备。 | | 10.2025年一季报，财务费用93.52万元，占息税前利润-83.61%， | | 公司该如何改善财务费用？ | | 答:尊敬的投资者您好，2025年第一季度，财务费用发生额93.52 | | 万元，较上年同期减少54.40%，公司主要通过优化资金管理、降低 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Insights - The launch of Hengnao 3.0 marks a new era in AI security, addressing the dual mission of responding to security risks posed by rapidly evolving AI technologies and reconstructing security defense systems to tackle increasingly complex cyber threats [1][2] - The continuous evolution of Hengnao models from 1.0 to 3.0 reflects the company's progression from exploration to leadership in the AI security field [2] - AI is fundamentally transforming the cybersecurity industry, shifting it from a labor-intensive to a technology-intensive model, with the global AI market in cybersecurity projected to reach $25.89 billion in 2024, growing at a CAGR of 16.2% from 2024 to 2029 [3] - The company is building competitive advantages through three dimensions: - Technological integration, enhancing core scenarios such as data classification and leakage prevention, achieving efficiency improvements of 30 times and 50 times respectively [3] - Ecosystem development, actively participating in national data infrastructure construction and initiating strategic partnerships [3] - Strategic collaboration with various technology vendors, resulting in 182 new compatible products in 2024 [3] - The company is expected to establish a differentiated advantage in the AI security sector through the continuous iteration of Hengnao models, maintaining a leading market position amid the wave of intelligent transformation [4] Financial Forecast and Valuation - The company’s revenue projections for 2025-2027 are estimated at 21.46 billion, 22.71 billion, and 24.21 billion yuan, with net profits of 0.47 billion, 1.26 billion, and 1.72 billion yuan respectively [10] - The earnings per share (EPS) is projected to be 0.60 yuan in 2025, 1.59 yuan in 2026, and 2.17 yuan in 2027, with a price-to-earnings (P/E) ratio of 78.67 in 2025, decreasing to 21.67 by 2027 [12]

根据美国前总统拜登办公室发布的一份声明，拜登被确诊患有恶性前列腺癌，癌细胞已扩散至骨骼。 整理 ｜何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 拜登确诊前列腺癌，癌细胞已扩散至骨骼 当地时间5月18日，根据美国前总统拜登办公室发布的一份声明，拜登被确诊患有恶性前列腺癌，癌细胞已扩散至骨骼。声明称，虽然这是一种更具侵袭 性的癌症，但这种癌症似乎对激素敏感，因此可以进行有效治疗，拜登及其家人正在与他的医生共同探讨治疗方案。 当地时间5月18日，美国现任总统特朗普在其社交媒体平台"真实社交"上发文表示，他和其妻子对于美国前总统拜登最近的病情诊断深感悲痛，并向拜登 及其家人致以最温暖和最美好的祝愿。特朗普祝愿拜登早日康复。（澎湃新闻） 雅安纪委监委回应黄杨钿甜耳环事件：相关政府部门正在处理此事 匿名校友向复旦大学捐赠1亿元，支持哲学学科发展 据复旦大学官方消息，18日下午，复旦大学谢希德-俞吾金哲学发展基金（第二期）捐赠签约仪式举行。一位复旦校友为基金捐赠1亿元，支持哲学学科发 展，却不留名出名，不图回报。 据介绍，2016年，复旦大学哲学建系60周年、建院1 ...

周期论剑｜下半年展望及逻辑梳理 20250518 摘要 • 中国股市上涨的核心动力在于贴现率的降低，包括无风险利率（国内长期 债券收益率低于 2%）和风险溢价水平的下降，提升了股票权益产品的吸 引力。 • 当前中国经济形势虽改观缓慢，但投资者对负面预期已有所改变，估值收 缩影响边际递减。财政政策将在年中左右进一步推出，金融政策先行是主 要策略。 • 看好金融、科技和部分基础材料行业，因其受益于贴现率降低带来的资金 成本优势，具有较高成长性和创新潜力，且在中国决策层稳定股市的背景 下被重点推荐。 • 房地产市场预计将走向全面复苏，一线城市新房价格已开始上升，开发商 报表修复将在 2025 年四季度开始显现，可关注土地储备充足的公司。 • 建材板块今年量能企稳、盈利提升、公司治理改善，是一个三重利好因素， 可关注海螺水泥、华新水泥、东方雨虹、北新建材等龙头公司。 • 基础化工行业推荐内需品种（复合肥、民爆产品）、涨价品种（制冷剂） 和技术化工龙头白马股（万华化学、龙佰集团），受益于贸易摩擦背景下 的结构性机会。 • 钢铁板块需求周期见底、供给收缩周期开始、原材料周期下行，龙头公司 竞争优势显著，推荐宝钢股份、华林 ...

Core Viewpoint - The A-share market has shown signs of correction after reaching new highs, with micro-cap stocks performing well, indicating potential investment opportunities and risks in the upcoming weeks [1][4]. Market Performance - The Shanghai Composite Index has rebounded 25 trading days since the low on April 7, with the Shanghai 50 Index reaching a new high since November last year, which is seen as a significant market highlight [1][4]. - The rebound percentages for major indices are approximately 12% for the Shanghai Composite, Shanghai 50, and CSI 300, while micro-cap indices like CSI 1000 and CSI 2000 have rebounded around 20% and 33% respectively [4]. Market Outlook - Two scenarios are anticipated for the upcoming week: 1. If the market reaches a new high and breaks the March peak, it would indicate a continuation of the upward trend [3]. 2. If it fails to reach a new high, a normal correction of about 38.2% is expected, with a critical support level around 3273 points [3][11]. Regulatory Changes - The recent amendments to the Major Asset Restructuring Management Measures by the CSRC are expected to boost market confidence and enhance the enthusiasm for mergers and acquisitions among listed companies [8]. - Key changes include the establishment of a phased payment mechanism for restructuring shares and the introduction of a simplified review process [8]. Upcoming Events - Significant economic data releases, including retail sales and industrial output for April, are expected next week, which could influence market sentiment [5]. - The 2025 Global Investor Conference will be held on May 19-20, focusing on active mergers and acquisitions, which may present investment opportunities [8][10]. Sector Focus - The market is currently characterized by short-lived hot sectors, with a focus on sectors such as military, textiles, logistics, and AI technologies [6][10]. - The shipping sector has shown a breakthrough in its index, indicating potential for further activity [10]. Investment Strategy - Given the current market conditions, a cautious approach is recommended, focusing on short-term trading rather than chasing already heated sectors [11]. - Investors are advised to monitor the performance of the Shanghai Composite Index closely, particularly the support levels around the recent lows [11].

Investment Rating - The report initiates coverage with a "Buy" rating for Huibo Yuntong [5] Core Views - Huibo Yuntong is positioned as a rising star in the domestic digital infrastructure sector through its acquisition of Baode Computer, a leader in the domestic server market [2][41] - The company has shown strong revenue growth, with a projected revenue of 1.743 billion yuan in 2024, representing a 28% year-on-year increase [3][4] - The management team has confidence in the company's growth trajectory, focusing on financial technology and leveraging its strong client base [3][30] Summary by Sections Company Overview - Established in 2009, Huibo Yuntong provides software outsourcing and terminal testing services, initially focusing on the telecommunications sector and later expanding into internet, finance, and automotive industries [1][10] - The company has built a robust client ecosystem, including major players like ByteDance, Alibaba, and China Bank [2][24] Acquisition of Baode Computer - The planned acquisition of Baode Computer aims to enhance Huibo Yuntong's capabilities in the domestic computing power sector, particularly in AI and server solutions [2][41] - Baode Computer is a leading provider in the domestic server market, holding significant market shares in ARM servers and AI servers [2][44] Financial Performance and Projections - Revenue is expected to grow from 1.743 billion yuan in 2024 to 3.667 billion yuan by 2027, with a compound annual growth rate (CAGR) of 26% from 2020 to 2024 [4][72] - The net profit attributable to shareholders is projected to increase from 66 million yuan in 2024 to 188 million yuan by 2027 [4][72] - The company maintains a stable gross margin around 24% across its business segments [30][73] Strategic Focus - Huibo Yuntong is strategically focusing on the financial IT sector, with significant growth in revenue from this segment, expected to increase by 50% annually from 2025 to 2027 [22][71] - The company has established long-term partnerships with major financial institutions, enhancing its market position [22][71] Valuation and Investment Recommendation - The current market valuation suggests potential for growth, with projected price-to-earnings (PE) ratios of 111, 83, and 62 for 2025, 2026, and 2027 respectively [3][4] - The report emphasizes the company's unique position in the market and the potential for significant appreciation in value following the successful acquisition of Baode Computer [3][4]

Group 1: 5G and 6G Development - The Ministry of Industry and Information Technology emphasizes accelerating the research and development of 5G-A and 6G technologies, as well as fostering industrial growth and application development to empower the modern industrial system [2] Group 2: U.S. Treasury Securities - In March, China reduced its holdings of U.S. Treasury securities by $18.9 billion, bringing its total to $765.4 billion, marking the first reduction of the year and causing China to drop from the second to the third largest holder of U.S. debt [3] Group 3: Housing Market in Guangzhou - Starting May 17, banks in Guangzhou raised the first mortgage rate by 10 basis points, adjusting from LPR-60bp to LPR-50bp, resulting in a new rate of 3.1% for first-time homebuyers [4] Group 4: Regulatory Actions - The China Securities Regulatory Commission imposed a fine of 294 million yuan on He Mou Ru for market manipulation, with total penalties for similar cases this year exceeding 750 million yuan [4] Group 5: Corporate Governance - Li Chuyuan, the former chairman of Guangzhou Pharmaceutical Group, was expelled from the party and public office due to serious violations of discipline and law, with his case being transferred to the prosecution [5] Group 6: Corporate Developments - Xiaomi announced that its self-developed "Xuanjie O1" chip will be used in products beyond smartphones, indicating a broader product strategy and technological ambition [9] - CATL's new battery production base in Shandong officially commenced operations, marking the company's first major facility in Northern China and the largest capacity planning in the region [10] Group 7: Fund Management Changes - Fund manager Bao Wuke from Invesco Great Wall Fund resigned for personal reasons, raising concerns about the management and performance of the funds he oversaw [12] Group 8: Technology Innovations - OpenAI released Codex, a cloud-based software engineering intelligent agent designed to assist developers in coding tasks, which is expected to enhance software development efficiency [14]

企业名称蘑菇诺马科技（广东省横琴）有限公司法定代表人吕斌注册资本1000万人民币国标行业信息传 输、软件和信息技术服务业>软件和信息技术服务业>软件开发地址珠海市横琴港澳大道868号市民服务 中心2号楼政务服务中心114室-2217（集中办公区）企业类型有限责任公司（非自然人投资或控股的法 人独资）营业期限2025-5-16至无固定期限登记机关横琴粤澳深度合作区商事服务局 序号股东名称持股比例1蘑菇车联信息科技有限公司100% 经营范围含许可项目：测绘服务。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体 经营项目以相关部门批准文件或许可证件为准）技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；软件开发；计算机系统服务；信息系统集成服务；软件销售；计算机软硬件及辅助设备 批发；计算机软硬件及辅助设备零售；数据处理和存储支持服务；数据处理服务；通讯设备销售；电子 产品销售；汽车销售；汽车零配件零售；电子、机械设备维护（不含特种设备）；租赁服务（不含许可 类租赁服务）；计算机及通讯设备租赁；组织文化艺术交流活动；会议及展览服务；信息咨询服务（不 含许可类信息咨询服务）；货物进出口；技术进 ...