北京市朝阳区建外大街丁 12 号英皇集团中心 8、9、11 层 电话/Tel.:010-50867666 传真/Fax:010-56916450 网址/Website:www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 南昌 北京市康达律师事务所 关于北京浩瀚深度信息技术股份有限公司 康达股会字【2025】 公告，未经本所及本所律师事先书面同意，任何人不得将其用作其他任何目的。 第 0198 号 致：北京浩瀚深度信息技术股份有限公司 北京市康达律师事务所（以下简称"本所"）接受北京浩瀚深度信息技术股份有 限公司（以下简称"公司"）的委托，就公司 2024 年年度股东大会（以下简称"本 次会议"）的相关事宜出具《北京市康达律师事务所关于北京浩瀚深度信息技术股份 有限公司 2024 年年度股东大会的法律意见书》（以下简称"《法律意见书》"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会 ...

Group 1: Market Competitiveness - The company aims to enhance its market competitiveness through over 10 years of experience in the power and renewable energy sectors and over 20 years of digital expertise, focusing on technological and service model innovations [2][3] - The company plans to strengthen its integrated service capabilities in power planning, design, engineering construction, and operation and maintenance, along with developing a one-stop smart application platform [3] Group 2: Financial Performance - The significant decline in net profit for 2024 is attributed to a decrease in overall industry gross margins, leading to a narrower profit margin [3] - The company has sufficient funds and good banking credit support, ensuring that short-term financial conditions will not be under pressure despite long investment cycles in renewable energy projects [4] Group 3: Future Investments and Strategies - The company is actively investing in the development and construction of renewable energy assets, with plans for new capital expenditures based on industry and internal development conditions [3] - The company is exploring opportunities in overseas markets, evaluating potential target markets based on market demand and its own business advantages [4] Group 4: Technological Developments - The company has established a layout in energy storage technology and market, indicating a commitment to innovation in this area [3] - The online remote battery capacity testing system allows for real-time monitoring, fault warning, health assessment, and lifespan prediction, enhancing operational efficiency and safety across various sectors [4] Group 5: Internal Controls and Reporting - The company has a comprehensive internal control process in place to ensure the authenticity and accuracy of financial data during the reporting process [4] - The recent investor relations activity did not involve any undisclosed significant information [4]

Core Viewpoint - Huibo Yuntong's stock has reached a limit-up, with a latest price of 34.8 yuan per share and a total market value of 14.06 billion yuan, indicating strong market interest and investor confidence [1][2]. Company Acquisition - Huibo Yuntong plans to acquire 67.91% of Baode Computer's shares through a combination of issuing shares and cash payments to 59 transaction parties, including Leshan High-tech Investment [4][5]. - The share issuance price for this transaction is set at 20.26 yuan per share [5]. Financial Performance - Baode Computer reported revenues of 9.27 billion yuan and a profit of 199 million yuan for 2023, with projected revenues of 10 billion yuan and profits of 230 million yuan for 2024 [7]. - Huibo Yuntong's revenues for 2023 and 2024 are expected to be 1.359 billion yuan and 1.743 billion yuan, respectively, with net profits of 82.45 million yuan and 65.59 million yuan [8]. Market Position and Strategy - The acquisition is expected to create synergies between Huibo Yuntong and Baode Computer, enhancing their customer resource sharing and overall market competitiveness [11]. - Baode Computer is a leading player in the domestic AI server industry, participating in significant projects such as the 17 billion yuan server procurement by China Telecom [11]. - Huibo Yuntong aims to develop a comprehensive "soft and hard integration" solution, leveraging its extensive client base, including major companies like ByteDance and Xiaomi [12]. Future Outlook - The collaboration with Baode Computer is anticipated to accelerate the implementation of domestic computing power solutions, particularly through partnerships with companies like Huawei [13]. - Future profit projections for Huibo Yuntong indicate a potential increase in net profits to 106 million yuan, 141 million yuan, and 188 million yuan from 2025 to 2027, with current valuations suggesting room for growth [13].

Group 1 - The Chinese National Taxation Administration exposed three cases of tax fraud involving companies illegally enjoying tax benefits through methods such as issuing false VAT invoices and fabricating R&D projects [1][2] - Shenzhen Kingsda Applied Materials Co., Ltd. was found to have falsely declared taxes by inflating R&D expenses, resulting in an underpayment of corporate income tax amounting to 16.21 million yuan. The total penalties and back taxes amounted to 36.18 million yuan [1] - Jiaxing Jingsheng Concrete Products Co., Ltd. was discovered to have fabricated R&D projects and concealed sales income, leading to an underpayment of various taxes totaling 3.08 million yuan, with total penalties and back taxes reaching 609,140 yuan [1] - Suzhou Lisoft Information Technology Co., Ltd. accepted 13 false VAT invoices without real business transactions, resulting in an underpayment of corporate income tax of 782,700 yuan, with total penalties and back taxes amounting to 1.78 million yuan [2] Group 2 - The National Taxation Administration emphasized the need for strict enforcement of tax laws and regulations, aiming to prevent illegal enjoyment of tax benefits and ensure that policy incentives reach legitimate businesses [2] - The administration aims to enhance tax service levels and maintain a fair and just economic tax order, safeguarding national tax security [2]

Group 1: Industry Development - Computing power is the core productivity in the digital economy, accelerating the development of the information technology industry and promoting the digital transformation of traditional industries such as manufacturing, transportation, education, and media [1] - Generative artificial intelligence and large models are key factors driving the development of AI technology, with breakthroughs in core technologies like deep learning, reinforcement learning, and transfer learning [2] Group 2: Company Performance - The industry shows a rapid development trend, with specific performance data of other companies available in public records [2] - In 2024, the company's operating revenue reached 1.379 billion yuan, with a net profit attributable to shareholders of 27.5043 million yuan [2] Group 3: Future Growth Points - The company focuses on three core business segments: integrated sales of computing power equipment, comprehensive services for computing power infrastructure, and digital value-added solution services [2] - Future strategies include deepening customer demand exploration, enhancing core product capabilities, and promoting the construction of a computing power network centered on "East Data West Calculation" [2] - The company aims to build a comprehensive service capability covering the entire industry chain from "computing power infrastructure - intelligent scheduling - industry applications" while expanding its overseas market efforts [2]

Summary of Cognizant Technology Solutions (CTSH) FY Conference Call Company Overview - **Company**: Cognizant Technology Solutions (CTSH) - **Date of Conference**: May 15, 2025 - **Key Speakers**: Jatin Dalal (CFO), Tyler Scott (Investor Relations) Key Points Company Culture and Strategy - Cognizant has a strong culture of customer centricity deeply embedded in its DNA, which is evident across all teams [4][5] - The organization demonstrates a keen willingness to win, focusing on understanding client ecosystems and delivering high-quality solutions rather than competing solely on price [5][6] - Cognizant's intellectual property, including assets like TriZetto and the Neuro platform, serves as a significant differentiator in deal-making [6] Financial Performance and Deal Wins - Cognizant has returned to the "Winner's Circle," a goal set by previous leadership, with a focus on sustaining this success over multiple quarters [7][8] - The company has rebuilt a cycle of winning large deals, executing well, and leveraging that success to secure additional business. In 2023, Cognizant won 17 large deals, increasing to 24 in 2024, with four large deals in Q1 2025, including a mega deal [9][10] - The backlog for the second half of the year appears stronger, indicating confidence in future revenue growth [19][20] Market Environment and Spending Trends - The current market environment remains uncertain, particularly affecting sectors like manufacturing, supply chain, consumer products, and retail. However, discretionary spending in the BFSI (Banking, Financial Services, and Insurance) segment remains strong [12][13] - There is a debate on whether the current spending cycle is cyclical or secular, with indications that there is a secular demand for technology investments despite recent fluctuations [14][15] Large Deals and Risk Management - Large deals are categorized into two types: transformational projects and cost-cutting initiatives. Cognizant is focusing on both types to enhance efficiency and effectiveness [16][17] - The company is managing risks associated with large deals by ensuring a strong backlog and focusing on renewal components to secure revenue in uncertain environments [19][20] AI and Technology Integration - Cognizant is leveraging AI to enhance productivity and is focused on three vectors: improving productivity, preparing organizations for AI, and applying AI in new areas [29][30] - The company is confident in its ability to integrate AI into its service offerings, which is seen as a significant differentiator in the market [30][31] Workforce and Employee Development - Cognizant is committed to investing in employee training to ensure that its workforce is equipped to handle new AI-driven opportunities. Over 230,000 employees have received training in relevant technologies [42][43] - Employee satisfaction is crucial for retaining talent and reducing costs associated with turnover, which has been a focus for the company [62][63] Future Outlook and Key Performance Indicators (KPIs) - Cognizant aims to balance revenue growth with margin expansion, targeting a 10 to 30 basis points increase while continuing to invest in business growth [57][58] - Key KPIs for the company include customer satisfaction and employee satisfaction, which are seen as foundational for achieving revenue and margin goals [62][63] Conclusion - Cognizant is positioned to capitalize on its strengths in customer-centric culture, large deal execution, and AI integration while navigating a complex market environment. The focus on employee development and satisfaction is also critical for sustaining growth and maintaining competitive advantage.

Group 1 - Jinan's investment attraction is crucial for building a modern industrial system and promoting high-quality development, with this year designated as the "Project Enhancement Year" [1] - The city has adopted a "top-level" and "chain-based" investment strategy, focusing on major industries and aligning with Shandong's 66 key industrial chains [2][3] - In the first quarter, Jinan attracted 655 projects with over 100 million yuan in investment, accounting for 47.78% of total projects [3] Group 2 - Jinan's investment promotion efforts involve collaboration among 13 industry departments, emphasizing practical engagement with enterprises [4] - The city has successfully facilitated the establishment of a biomanufacturing cluster through proactive outreach and collaboration with companies like Guotou Group [4] - Challenges in project implementation are addressed swiftly, as demonstrated by the rapid resolution of land use issues for the Zhongke Shuguang project [5] Group 3 - Jinan is enhancing its business environment by attracting aerospace projects, such as the partnership with Jiangsu Tianbing Aerospace Technology Co., which fills a gap in the local rocket assembly sector [6][7] - The city is developing a logistics hub, including the "Four Ports and Three Districts" initiative, aimed at reducing logistics costs and improving infrastructure [7] - Jinan has opened access to 26.7 billion data entries through its public data platform, supporting businesses in expanding operations [7] Group 4 - The city conducts high-level meetings with various enterprises to gather feedback and improve services, ensuring that business needs are addressed effectively [8] - Jinan's investment promotion bureau is committed to optimizing the investment mechanism and enhancing resource allocation efficiency [8]

Core Viewpoint - The company plans to ratify excess daily related party transactions for 2024 due to business performance exceeding expectations, which necessitated additional transactions with related parties [1][3][8]. Group 1: Related Party Transactions - The company reported that the daily related party transaction amount exceeded the expected range for 2024, reaching a significant level that requires disclosure under the Shenzhen Stock Exchange rules [1][2]. - The excess transactions were primarily due to accelerated project deliveries in collaboration with Shenzhen Smart City Technology Development Group Co., Ltd., which allowed for early revenue recognition [3][8]. - The main related party involved is Shenzhen Smart City Technology Development Group Co., Ltd., which holds a 30% stake in the company and is classified as a controlling shareholder [4][8]. Group 2: Transaction Details and Purpose - The daily related party transactions include services such as information technology, planning consulting, big data, smart transportation, and labor services, with prices determined through market-based negotiations [6][7]. - The purpose of these transactions is to leverage synergies between the company and its related parties to support business development and strategic planning, ensuring that the transactions do not adversely affect the company's independence or shareholder interests [8][9]. Group 3: Approval and Oversight - The board of directors held a meeting on May 13, 2025, to review and approve the ratification of the related party transactions, with all directors present and voting in favor [14][16]. - Independent directors and the audit committee provided positive reviews, confirming that the transactions were necessary for business operations and adhered to fair market principles [9][10][15].

Group 1 - The Shanghai Federation of Industry and Commerce held an event focusing on investment opportunities in Panama, highlighting its advantageous industries, investment policies, and successful case studies to assist companies looking to expand into the Latin American market [1][2] - Representatives from various companies expressed interest in investing in Panama, with a focus on using it as a hub to access the broader Latin American market [1] - The New Power Group's general manager emphasized the potential for growth in the renewable energy sector in Panama, aiming to provide products, services, and investments in collaboration with local enterprises [1] Group 2 - The assistant to the chairman of Wande Information Technology expressed interest in the stability of policies, scale of the financial industry, and labor force levels in Panama, seeking to connect business operations internationally [2]

中新网天津5月14日电 (江莹)13日下午，天津市北辰区第三届"金融周"活动正式启幕，政银企合作项目 集中进行5轮签约，授信金额近380亿元。 仪式上，北辰区发布了"2+3"现代产业体系、城市更新、文旅融合、中小微企业集群等4大领域重点项 目。21家金融机构与北辰区政府、区内企业分别签订合作协议，进一步增加授信额度，围绕相关重点领 域开展务实合作，以金融赋能经济社会高质量发展。 天津市北辰区工信局相关负责人表示，在金融赋能下，中小企业突破资金需求瓶颈，不断得到发展壮 大，一批企业成为了市级专精特新企业，更有企业发展成为国家级专精特新小巨人企业。目前，北辰区 专精特新企业已经达到184家，国家小巨人企业19家。 据了解，本次金融周活动将持续到16日，重点围绕招商引资、国企改革、科技创新、文旅融合、乡村振 兴等领域，举办多场特色活动，为政银企深化合作搭建平台。(完) （文章来源：中国新闻网） 签约现场，北辰区政府与北斗伏羲信息技术有限公司、中国银行等金融机构签订战略合作协议，共同打 造集技术研发、成果转化、场景应用等于一体的低空产业发展新高地。同时以浦发银行、天津农商银 行、滨海农商银行、中国银行为代表的银行机构 ...