Core Viewpoint - The chairman of Shunluo Electronics, Yuan Jinyu, announced a plan to reduce his holdings by up to 13.37 million shares, which is 1.6945% of the total share capital after excluding the repurchase account, leading to a decline in the company's stock price [1][4][6] Group 1: Shareholding and Reduction Plan - Yuan Jinyu plans to reduce his holdings due to personal financial needs, utilizing both centralized bidding and block trading methods [4][5] - The reduction period is set from June 25, 2025, to September 24, 2025, following a 15 trading day pre-disclosure period [5] - As of the announcement date, Yuan Jinyu holds 53.51 million shares, accounting for 6.6360% of the total share capital [6] Group 2: Historical Reduction Activities - Yuan Jinyu has a history of share reductions, having reduced his holdings multiple times in recent years, including a total of 8,063,180 shares from August to December 2021 [7] - In total, he has reduced shares amounting to 10,724,800 from June 2022 to January 2023 [8] Group 3: Company Performance and Challenges - Despite the chairman's frequent reductions and ongoing intellectual property litigation, Shunluo Electronics has shown steady performance, with revenue increasing from 42.38 billion in 2022 to 50.4 billion in 2023, a growth of 18.93% [11][12] - The company reported a net profit of 6.41 billion in 2023, a significant increase of 47.98% year-on-year [11] - For 2024, the company continued its growth trajectory, achieving a revenue of 58.97 billion, up 16.99%, and a net profit of 8.32 billion, up 29.91% [12]

Core Points - The U.S. Trade Representative's Office announced an extension of the tariff exemption period for certain products related to China's technology transfer, intellectual property, and innovation practices from May 31, 2025, to August 31, 2025 [1][3] Group 1: Tariff Exemption Extension - The extension of the tariff exemption is based on public feedback received by December 29, 2023, and ongoing evaluations during the four-year review process [3] - A total of 164 items from Attachment A and 14 items from Attachment B will have their exemptions extended for an additional three months [3] - The exemption applies to products listed in Attachments A and B, including chemical materials, electronic components, medical supplies, solar manufacturing equipment, and wafer handling equipment [4] Group 2: Historical Context and Economic Impact - Historical data indicates that during the Trump administration, four rounds of "301 tariffs" were imposed on China, with the first three rounds having a 25% increase and the fourth round at 7.5% [3] - The average weighted tariff rate on Chinese imports was 19.3% at the beginning of 2020, but is projected to decrease to 10.7% by the end of 2024 due to changes in export proportions and product categories [3] - The U.S. has faced criticism for its unilateral and protectionist measures, which have been deemed to disrupt international trade order and supply chain stability [4] Group 3: New Investigations and Responses - On April 17, the U.S. Trade Representative's Office initiated a 301 investigation into China's maritime, logistics, and shipbuilding industries, which has been met with strong opposition from China [5] - China's Ministry of Commerce criticized the U.S. for misrepresenting normal trade activities as threats to national security and for blaming its own industrial issues on China [5] - The Chinese government has urged the U.S. to respect facts and multilateral rules, calling for a return to a rules-based multilateral trading system [5]

林楚钦致辞表示，2025年是泰中建交50周年，泰中两国在诸多领域取得了丰硕成果。泰中两国必将 在原有合作的坚实基础上，进一步推动友好交流向更深层次、更广范围、更多种模式推进。 人民网曼谷5月28日电 （记者孙广勇）2025中泰贸易投资及产业对接会5月26日在泰国曼谷举办， 本次大会由中国贸促会商业行业委员会、中国国际商会商业行业商会主办，众多中泰企业参会，活动聚 焦消费电子、家居建材、餐饮、冷链及物流、光伏、电子元件、金融等行业，旨在促进中泰双方交流， 助力企业拓展贸易新渠道，挖掘投资新机遇，推动双边产业协同发展，实现互利共赢。 活动期间，中国贸促会商业行业委员会与泰国中华总商会暨各行业公会联谊会，肇庆市国际商会与 泰国华商中心，深圳市华筑通科技有限公司与泰国CTT物流有限公司分别签署战略框架合作协议。 泰国中华总商会主席林楚钦、泰国中华总商会副主席暨各行业公会联合会执行主任李桂雄、中国贸 促会商业行业委员会贸易投资促进部部长熊粲欣等嘉宾出席活动。 熊粲欣表示，泰国是中国在东盟的重要贸易伙伴国，当前，中国共建"一带一路"倡议与泰国"东部 经济走廊"发展战略深度对接，为两国经贸合作开辟更广阔空间。值此中泰建交5 ...

Core Viewpoint - The company has adjusted its cash dividend per share from 0.08 yuan (including tax) to 0.08002 yuan (including tax) due to changes in the number of shares eligible for profit distribution following a share buyback [1][2]. Summary of the Profit Distribution Plan - The company held meetings on April 27, 2025, and May 20, 2025, to approve the profit distribution plan, which was based on a total share capital of 389,322,772 shares, deducting 4,868,820 shares held in the buyback account, resulting in 384,453,952 shares eligible for profit distribution [1][2]. - The total cash dividend to be distributed is 30,756,316.16 yuan (including tax) based on the initial calculation [1][2]. Adjustment Details - The adjustment in the cash dividend per share is due to an increase in the number of shares in the buyback account from 4,868,820 to 4,962,620 shares, which affects the number of shares eligible for profit distribution [2][3]. - The new cash dividend per share is calculated as follows: 30,756,316.16 yuan divided by (389,322,772 - 4,962,620), resulting in approximately 0.08002 yuan (including tax) [3].

昨日A股 5月26日，市场全天震荡调整，创业板指领跌，宁德时代跌近5%。截至收盘，沪指跌0.05%，深成指跌 0.41%，创业板指跌0.8%。沪深两市全天成交额1.01万亿，较上个交易日缩量1456亿。 盘面上，市场热点较为杂乱，个股涨多跌少，全市场超3700只个股上涨。从板块来看，核电股集体爆 发，IP经济概念股震荡走强，智能物流概念股持续活跃。下跌方面，医药股集体调整。板块方面，可控 核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前，创新药、汽车整车、中药、维生素等板块跌 幅居前。 | 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3346.84 | -1.53(-0.05%) | | 深证指数 | 10091.16 | -41.25(-0.41%) | | 创业板指 | 2005 26 | -16.24(-0.8%) | | | 日期:5月26日 制图:21投资通 | | 1、中央汇金公司重磅会议！当好维护金融稳定的"压舱石" 据中央汇金投资责任有限公司网站，近日，中央汇金公司召开2025年党建与经营工作会议，总结2024年 党建与经营管理情况，部 ...

Group 1 - Thailand's Foreign Minister, Don Pramudwinai, emphasized the importance of integrating regional and global supply chains to enhance economic benefits and market expansion for Southeast Asian countries [1][3] - A survey indicated that nearly 71% of Thai CEOs are concerned about the impact of cheap Chinese products on the local market, potentially leading to reduced operational rates or closures of domestic factories [1] - The bilateral trade between China and Thailand is projected to reach $133.98 billion in 2024, with China being Thailand's largest trading partner for 12 consecutive years [3][4] Group 2 - From 2015 to 2023, China's direct investment in Thailand increased from $407 million to $2.018 billion, with total investment stock rising from $3.44 billion to $12.657 billion [3] - In 2024, China submitted 810 investment applications in Thailand, amounting to 174.6 billion Thai Baht, covering sectors such as electronics, smart appliances, and electric vehicles [4] - ASEAN continues to be China's largest trading partner, with total trade valued at $982.34 billion in 2024, reflecting a 7.8% growth [4] Group 3 - The completion of the China-ASEAN Free Trade Area 3.0 negotiations was announced, signaling a commitment to free trade and open cooperation [4] - Jeffrey Sachs, a prominent economist, suggested that ASEAN should choose to align with China rather than being forced to pick sides in the US-China rivalry, highlighting the deep economic ties between ASEAN and China [5]

天通控股股份有限公司2024年年度权益分派实施公告 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： ? 每股分配比例 A 股每股现金红利0.022元 ? 相关日期 证券代码：600330 证券简称：天通股份 公告编号：2025-028 公司将按照以下公式计算除权除息开盘参考价： 除权（息）参考价格=（前收盘价格-现金红利）÷（1+流通股份变动比例） | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/29 | － | 2025/5/30 | 2025/5/30 | | ? 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股 ...

Group 1 - A-shares showed mixed performance on May 22, with growth sectors like semiconductors, communications, and charging piles leading the gains [1] - The A500 Index ETF (159351) saw active trading, with a transaction amount exceeding 500 million yuan and a turnover rate over 3.5% [1] - The A500 Index ETF recorded a net inflow of over 23 million yuan on May 21, bringing its latest scale to 14.379 billion yuan [1] Group 2 - Insurance funds have conducted a total of 7,677 surveys on A-share listed companies as of May 21, focusing on high-dividend and technology growth sectors [2] - Experts indicate that insurance capital is likely to continue optimizing a "barbell" asset allocation strategy, seeking long-term sustainable investment opportunities [2] - Financial analysts suggest maintaining a balanced allocation strategy, with a focus on export industry chains, self-sufficiency, and high-dividend sectors in the current market environment [2]

Group 1: Research Basic Information - The research object is Willgoo, belonging to the electronic components industry, with a reception time of May 21, 2025, and the listed company's reception personnel are General Manager Chen Xing and Secretary to the Board Jia Xiaoyan [17] Group 2: Detailed Research Institutions - The reception object is online investor questions, with the type being other and no relevant institutional personnel specified [19] Group 3: Proportion of Research Institutions - Other institutions account for 100% [24] Group 4: Main Content Data - The Thai factory's operations are progressing as planned, mainly focusing on AI power supplies and automotive electronics products. In the AI power supply product field, a breakthrough has been made in the 30L product technology barrier, achieving small - batch terminal shipments, and mass - production of high - end DC - DC power modules is supported [26] - The company is not currently providing products to Huawei Ascend, and product applications are determined by customer needs [26] - In the server power supply field, the company continues to deepen its presence, and relevant business orders are growing well, with the overall development trend matching the industry's prosperity and the company's strategic plan. To meet order demand, Thailand is continuously adding equipment to release production capacity, and the second - phase plant in Jiangxi started construction in April [26][27] - The company currently has no plan to repurchase shares but will comprehensively consider future repurchase needs based on market conditions, financial status, and strategic plans. Information on 2025 orders and accounting treatment should be based on the company's disclosed periodic reports [27][28] - The company has not been directly affected by NVIDIA's decision to stop supplying some products to the Chinese mainland, as its business mainly focuses on the R & D, production, and sales of printed circuit boards (PCBs) [27] - Information on the company's 2025 operating conditions should be based on the company's disclosed periodic reports [26][27] - The company currently has no plan for mergers and acquisitions and is more focused on optimizing existing business and expanding the market [29]

Core Viewpoint - Insurance capital is focusing on high dividend and technology growth sectors, with a total of 7,677 research activities conducted on A-share listed companies as of May 21 this year, indicating a strategic shift towards stable cash flow and growth potential [1][2]. Group 1: Research Activities - A total of 180 insurance institutions conducted 7,677 research activities on 1,292 A-share listed companies, showing a decrease in frequency compared to the same period last year [2]. - Among insurance asset management institutions, Taikang Asset Management and Huatai Asset Management led with 428 and 317 research activities, respectively [2]. - Pension insurance companies were the most active in research, with the top five being Ping An Pension Insurance, Changjiang Pension Insurance, China Life Pension Insurance, Taiping Pension Insurance, and China People's Pension Insurance [2]. Group 2: Reasons for Decrease in Research Frequency - The decline in research frequency is attributed to three main factors: focus on high dividend stocks in a low-interest environment, more precise investment strategies due to regulatory clarity, and established market consensus on certain technology growth sectors [3]. - Despite the decrease in research frequency, the allocation of stocks by insurance companies has increased, with the proportion of funds allocated to stocks rising to 7.56% for property insurance companies and 8.43% for life insurance companies, up by 1.2 and 1.65 percentage points year-on-year, respectively [3]. Group 3: Investment Focus - The primary focus of insurance capital research includes high dividend sectors and technology growth sectors, such as electronic components, industrial machinery, electrical components and equipment, integrated circuits, medical equipment, and regional banks [4]. - Over 500 of the researched companies are listed on the Sci-Tech Innovation Board or the Growth Enterprise Market, accounting for nearly 40% of the total [4]. - The core characteristics of the sectors being focused on are the stable cash flow from high dividend assets and the growth potential of high-tech assets, which are supported by government policies [4]. Group 4: Future Outlook - Insurance capital is expected to continue optimizing a "barbell" asset allocation strategy, balancing high dividend assets for stable returns with investments in technology innovation, green low-carbon initiatives, and health care sectors [5]. - The use of innovative tools such as long-term equity investments and REITs will be emphasized to enhance portfolio structure while strengthening ESG risk management [5]. - The industry is encouraged to maintain a long-term investment philosophy and actively seek sustainable investment opportunities [5].