采购标的为1,198台国产信息技术计算机设备。采购标的评估值合计约为人民币10.4亿元。卖方不单独核 算采购标的的税前及税后利润。 格隆汇11月6日丨国银金租(01606.HK)宣布，公司作为买方与卖方山东至索信息科技有限公司于2025年 11月6日订立产品采购协议，据此，卖方同意向买方出售且买方同意购买采购标的，总代价为人民币 10.4亿元。 买方同意以人民币10.4亿元的代价向卖方购买采购标的。该代价将以公司的自有资金及╱或商业银行贷 款向卖方支付。产品采购协议的条款(包括采购代价)乃由买方与卖方参考采购标的的评估值、现行商业 惯例以及交易对手之财务状况，并经公平磋商後厘定。产品采购协议项下交易完成后，公司将作为出租 人与第三方承租人另行签订经营租赁合同，将采购标的以经营租赁模式出租给第三方承租人。 ...

Core Viewpoint - The company, Guoyin Jinzu (01606), has entered into a product procurement agreement with Shandong Zhisu Information Technology to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [1] Group 1: Agreement Details - The procurement agreement was signed on November 6, 2025, with the seller agreeing to sell and the buyer agreeing to purchase the specified products [1] - The total assessed value of the procurement items is approximately RMB 1.04 billion [1] - The seller will not separately account for the pre-tax and post-tax profits of the procurement items [1] Group 2: Strategic Implications - The product procurement agreement is established in the course of the company's general and daily business operations [1] - This agreement is expected to leverage the strengths of both parties and increase the company's market share in the computer equipment leasing sector [1] - The company aims to support the national "Technology Power" strategy and is committed to providing financing services for digital economy infrastructure [1]

Group 1 - The Chinese government has issued a notification to implement domestic product standards in government procurement, providing a 20% price deduction for domestic products during the evaluation process [1][3] - The definition of domestic products includes those produced within China, with a specified percentage of production components also sourced domestically [1][3] - The policy aims to treat all types of enterprises equally, including state-owned, private, and foreign enterprises, prohibiting any discriminatory practices based on ownership or investment nationality [1][3] Group 2 - The scale of China's government procurement market is substantial, with a reported size of 33,929.6 billion yuan in 2023 [2] - The implementation of domestic product policies aligns with practices in major economies and is part of China's efforts to enhance its government procurement system [3][4] - The Ministry of Finance plans to establish specific domestic product standards over the next five years, with a transition period of 3-5 years for different industries [4] Group 3 - The new standards are expected to significantly enhance the competitiveness of domestic products in government procurement, particularly in sectors like information technology, medical equipment, and transportation [4] - The policy is anticipated to create new development opportunities for domestic equipment industries, leading to improvements in technological innovation and product quality [4]

Core Points - The State Council issued a notification to implement domestic product standards in government procurement, effective from January 1, 2026, aimed at enhancing the government procurement system and ensuring fair competition among various market participants [1][2] Group 1: Government Procurement Market - The scale of China's government procurement market is substantial, with a reported size of 33,929.6 billion yuan in 2023 [1] - The notification aims to create a unified, open, and competitive government procurement market system, contributing to a market-oriented, legal, and international business environment [1][2] Group 2: Domestic Product Standards - The notification defines domestic product standards as products produced within China, with a specified percentage of domestic production costs, and certain key components must also be produced domestically [2] - A 20% price evaluation preference will be given to domestic products in government procurement activities [2] Group 3: Equal Treatment of Enterprises - The notification emphasizes equal treatment for state-owned, private, and foreign enterprises in government procurement, prohibiting discriminatory practices based on ownership or investment nationality [3] - The lack of clear definitions for "domestic goods, projects, and services" has been addressed, which previously led to unfair competition [3] Group 4: Industry Impact - The introduction of the new standards is expected to significantly enhance the competitiveness of domestic products in government procurement evaluations [4] - Key sectors such as information technology, medical equipment, office equipment, transportation, and engineering equipment are likely to see increased market share and competitiveness due to the policy [4]

Group 1 - The overall valuation of the Hong Kong internet social services sector is currently low, indicating potential upward space [1] - With the increase in AI capital expenditure and enhanced support for technological innovation policies, leading companies in the sector have medium to long-term growth potential [1] - Recent market sentiment has weakened, with both Hong Kong and A-shares declining, and the Hong Kong market experiencing a significant pullback [1] Group 2 - The Politburo meeting has released positive signals, and the policy outlook for the second half of the year suggests that the market will continue to experience fluctuations under a "double easing" fiscal and monetary environment, along with structural policy guidance [1] - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects technology securities from investable stocks under the Stock Connect mechanism, covering non-essential consumer industries, including automotive, biomedicine, and information technology equipment [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) [1]