证券代码：300840 证券简称：酷特智能 公告编号：2025-026 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 ■ 2、主要会计数据和财务指标 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 实际控制人报告期内变更 □适用 √不适用 公司报告期实际控制人未发生变更。 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告 ...

证券代码：002925 证券简称：盈趣科技 厦门盈趣科技股份有限公司 向特定对象发行 A 股股票 募集资金使用可行性分析报告 二〇二五年八月 为推动厦门盈趣科技股份有限公司（以下简称"盈趣科技"或"公司"）业务发展， 进一步增强公司竞争力，公司拟向特定对象发行 A 股股票募集资金。公司董事会对本 次向特定对象发行 A 股股票募集资金使用的可行性分析如下： 一、本次募集资金使用计划 本次向特定对象发行 A 股股票募集资金总额不超过人民币 80,000.00 万元 （含本数）， 扣除发行费用后的募集资金净额拟用于以下项目： 单位：万元 序号 项目名称 项目总投资 拟投入募集资金 合计 89,977.01 80,000.00 在本次向特定对象发行 A 股股票募集资金到位前，公司将根据经营状况和发展规 划对募集资金投资项目以自筹资金先行投入，并在募集资金到位后予以置换。 募集资金到位后，若扣除发行费用后的实际募集资金净额少于拟投入募集资金总额， 在本次发行募集资金投资项目范围内，公司将根据实际募集资金数额，按照项目的轻重 缓急等情况，调整并最终决定募集资金的具体投资项目、顺序及各项目的具体投资额， 募集资金不足部分由 ...

Group 1 - The core viewpoint of the article is the formal signing of a strategic cooperation framework agreement between Fuyao Technology University and Hisense Group, marking an upgrade in their relationship after three years of in-depth collaboration [1] - A key aspect of this strategic cooperation is the establishment of the "Future Factory and Embodied Intelligent Robot Joint Innovation Center," which aims to focus on common needs in global manufacturing [1] - The center will integrate the entire chain of "production, education, research, and application," with the goal of promoting the application of embodied intelligence technology in the manufacturing sector [1] Group 2 - The initiative aims to create an industry benchmark for future factories and establish a leading global hub for intelligent manufacturing research and embodied intelligent robot innovation [1]

Core Viewpoint - Changping District is positioning itself as a vibrant future city through the development of innovation-driven corridors and a focus on youth entrepreneurship, with significant financial backing and policy support [1][4]. Group 1: Infrastructure and Planning - Changping District has planned the G6 Science and Technology Corridor, G45 Industrial Corridor, and the Beijing North Ecological Corridor, breaking traditional barriers between industrial parks, residential areas, and administrative zones [2]. - The G6 Science and Technology Corridor features over 10 innovation clusters, including the Life Science Park and Future University Science Park, with a planned industrial space exceeding 14 million square meters, of which 5.218 million square meters have been completed [2]. - The G45 Industrial Corridor focuses on advanced energy, future health, and state-owned enterprise clusters, supporting innovation and collaboration among various enterprise sizes [2]. Group 2: Industry Development - The three leading industries in Changping District are pharmaceutical health, advanced manufacturing, and advanced energy, with the pharmaceutical health industry generating an annual revenue growth of 9.2%, totaling 104 billion yuan [3]. - The advanced manufacturing sector surpassed 160 billion yuan in revenue last year, with a growth rate of 15% in the first half of this year, highlighted by Xiaomi's first self-owned digital smart factory [3]. - The advanced energy sector, focusing on energy internet, wind and solar power, hydrogen energy, and energy storage, achieved a revenue of 253.2 billion yuan last year, with significant infrastructure developments like the first energy field benchmark factory [3]. Group 3: Talent and Innovation - Changping District has been approved as the first pilot area for future industries in the city, with a focus on synthetic biology manufacturing and a growing number of enterprises in this sector [4]. - The district is implementing a youth talent innovation and entrepreneurship ecosystem, allocating 130 million yuan annually to support 19 policy measures aimed at fostering youth engagement in innovation and entrepreneurship [4]. - Policies include subsidies for entrepreneurship, interest-free loans, living allowances, free workspaces, and reduced rent for talent apartments, designed to attract and retain young talent [4].

Core Insights - The article highlights the rapid development of cross-border industries in Pingxiang, which serves as a crucial land hub for trade between China and ASEAN countries, showcasing the benefits of open development and regional cooperation [1][8]. Group 1: Trade and Economic Growth - In the first half of the year, the volume of goods imported and exported through the Friendship Pass reached 3.248 million tons, a year-on-year increase of 31.4%, with a trade value of 288.9 billion yuan, up 30% [2]. - The efficiency of customs clearance has significantly improved, with the intelligent customs system allowing for an average processing time of 20 seconds per vehicle [2][10]. - The establishment of an online trading platform for the China-ASEAN (Chongzuo) Fruit Trading Center has enhanced the trading process, facilitating auctioning, transaction matching, and information dissemination [3]. Group 2: Industry Development - By 2024, Pingxiang is expected to have 27 processing enterprises, with 18 being above-scale industrial enterprises, contributing to an industry output value of 1.408 billion yuan [3][4]. - Companies like Yanjinpuzi have established processing facilities in Pingxiang, leveraging local advantages to process imported fruits into value-added products [4][5]. - The manufacturing sector is also expanding, with companies like Guangxi Chongzuo Haoyue Vehicle Co., Ltd. assembling electric vehicles in Pingxiang for export to Southeast Asia [6]. Group 3: E-commerce and New Business Models - Cross-border e-commerce is emerging as a significant driver of growth, with local entrepreneurs leveraging live-streaming to boost sales, achieving peaks of over 3,000 orders per day [7]. - The establishment of a cross-border e-commerce public clearance center in Pingxiang has facilitated the processing of up to 1 million parcels daily [7]. - The projected trade value for cross-border e-commerce in Pingxiang for 2024 is expected to exceed 20 billion yuan, marking the highest growth rate in the region [7]. Group 4: Infrastructure and Logistics - The development of smart port projects at the Friendship Pass aims to achieve 24-hour uninterrupted operations, enhancing the efficiency of customs clearance [10][11]. - The integration of advanced technologies such as AI and automated systems is expected to significantly improve inspection speeds and overall logistics capabilities [11][12]. Group 5: Workforce and Community Development - The growth of cross-border industries necessitates a robust labor force, prompting initiatives to attract and retain talent in Pingxiang [12][13]. - The construction of worker housing and community facilities is underway to improve living conditions for employees in the region [13].

Group 1 - The internet penetration rate in China has reached 79.7%, with the number of internet users totaling 1.123 billion [4][6][3] - China's computing power ranks second globally, with a total scale expected to grow significantly by 2025 [7][6] - The number of 5G base stations in China has reached 4.55 million, and the number of gigabit broadband users has reached 226 million [7][6] Group 2 - China has built over 10,000 smart factories, covering more than 80% of major manufacturing sectors, with smart home and wearable technology becoming new consumer trends [12][6] - The number of online courses (MOOCs) and their application scale in China ranks first globally, indicating a robust development in smart education [19][6] Group 3 - By 2024, China's data production volume is expected to reach 41.06 ZB, accounting for 26.67% of the global total, with per capita data production being 2.2 times that of the end of the 13th Five-Year Plan [23][6] - The number of data circulation node cities has reached 25, including major cities like Beijing, Shanghai, Guangzhou, and Shenzhen, with plans to expand to around 50 cities by the end of the year [25][6]

Core Insights - The press conference held by the State Council Information Office highlighted the economic performance of the national economy in July 2025, emphasizing the role of digital technology as a key driver in various industries [1] Group 1: Economic Performance - In July, the value added of the digital product manufacturing industry above designated size increased by 8.4% year-on-year [1] - The rapid development of artificial intelligence is increasingly integrating with the real economy, leading to a diversification of application scenarios and the widespread adoption of various smart terminal products [1] Group 2: Industry Growth - The manufacturing value added of smart unmanned aerial vehicles and smart vehicle-mounted equipment grew by 80.8% and 21% year-on-year, respectively [1] - The production of industrial robots and civilian drones increased by 24% and 18.9%, respectively [1]

Core Viewpoint - The article outlines the selection and management procedures for accounting firms at Ningbo Junpu Intelligent Manufacturing Co., Ltd, emphasizing the importance of maintaining shareholder interests and ensuring high-quality financial information [2][3]. Group 1: General Principles - The company establishes a system for selecting accounting firms to ensure compliance with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [2]. - The selection process must be approved by the Audit Committee, the Board of Directors, and the Shareholders' Meeting, ensuring no pre-appointment actions occur before these approvals [3][4]. Group 2: Quality Requirements for Accounting Firms - Selected accounting firms must meet specific qualifications, including independent legal status, good professional quality records, and familiarity with relevant financial laws and regulations [5]. - The firms must have qualified registered accountants capable of ensuring audit quality and must adhere to legal and regulatory requirements [5]. Group 3: Selection Procedures - The Audit Committee is responsible for the selection process, which includes developing policies, initiating selection work, and evaluating proposals based on defined criteria [6][7]. - Various selection methods such as competitive negotiation, public selection, and invitation selection are to be employed to ensure fairness and transparency [7][8]. Group 4: Evaluation and Reappointment - The Audit Committee must evaluate the performance of the accounting firm annually, and if the evaluation is positive, the firm may be reappointed without a new selection process [9]. - The evaluation criteria include the quality management level and audit fee proposals, with specific weightings assigned to each [10]. Group 5: Special Provisions - The company must disclose information regarding the accounting firm's service duration and audit fees in its annual financial reports [11]. - The company and the accounting firm are required to maintain information security and comply with relevant laws and regulations regarding data protection [12].

General Principles - The external guarantee management system of Hefei Huaneng Intelligent Manufacturing Co., Ltd. aims to standardize the management of external guarantees, strictly control debt risks, and protect the rights and interests of the company, shareholders, and other stakeholders [2][3] - External guarantees refer to the guarantees provided by the company for others, including guarantees for controlling subsidiaries, and can take various forms such as guarantees, mortgages, pledges, and atypical guarantees [2] Regulations on External Guarantees - External guarantees must comply with relevant laws and regulations, with a primary goal of controlling debt risks [3] - A multi-level review system is implemented for external guarantees, involving the finance department for initial review and daily management, and the general manager's office for compliance review and information disclosure [3][4] - Guarantees exceeding certain thresholds require board and shareholder approval, including guarantees over 10% of the latest audited net assets or 50% of total assets [4][5] Approval Process - The board must approve guarantees with over two-thirds of directors in attendance, and shareholders with interests in the guarantee must abstain from voting [4][5] - The company must disclose approved guarantees in designated publications, including details of the board or shareholder resolutions and total guarantee amounts [8][9] Application and Review Procedures - Guarantee applications must be submitted at least 15 working days in advance, including repayment plans and collateral proposals [12][13] - The finance department is responsible for verifying the credit status of the applicant and assessing risks before submitting a report to the board [10][11] Daily Management and Risk Control - Written contracts must be established for guarantees, and significant contracts should be reviewed by legal advisors [22][23] - The finance department is tasked with ongoing management and monitoring of the financial status of guaranteed parties, reporting any significant adverse changes [24][25] Legal Responsibilities - All directors must adhere to the management system and relevant laws, bearing joint liability for any losses from improper guarantees [27][28] - Any personnel failing to follow procedures or overstepping authority in signing guarantee contracts may face disciplinary actions [28][29] Implementation and Interpretation - The management system is subject to unified management principles and applies to guarantees by controlling subsidiaries [29][30] - The system becomes effective upon approval by the company's shareholders and is interpreted by the board [30][31]

General Principles - The purpose of the information disclosure management system is to standardize the behavior of information disclosure obligors, enhance management of information disclosure affairs, and protect the legitimate rights and interests of investors [1] - Information disclosure obligors must fulfill their disclosure obligations in a timely manner, ensuring that the information is true, accurate, complete, and easy to understand, without any false records or misleading statements [1][2] - Information must be disclosed simultaneously to all investors, and no advance disclosure to any individual or entity is allowed, except as provided by law or regulations [1][2] Voluntary Disclosure - Information obligors may voluntarily disclose information relevant to investors' value judgments and investment decisions, provided it does not conflict with legally required disclosures [2] - Voluntary disclosures must adhere to the principles of fairness, continuity, and consistency, and must not be used to manipulate market prices [2] Reporting Requirements - The main types of information disclosure documents include periodic reports, temporary reports, prospectuses, fundraising explanations, listing announcements, and acquisition reports [2][3] - Legally required disclosures must be published on the Shanghai Stock Exchange website and in media that meet the criteria set by the China Securities Regulatory Commission (CSRC) [3] Periodic Reports - Companies are required to disclose annual and semi-annual reports, which must include significant information affecting investors' value judgments and investment decisions [4] - Annual reports must be completed and disclosed within four months after the end of the fiscal year, while semi-annual reports must be completed within two months after the end of the first half of the fiscal year [4] Content of Reports - Annual reports must include company basic information, major accounting data, stock and bond issuance and changes, shareholder information, management discussions, and significant events during the reporting period [4][5] - Companies must disclose risk factors that may significantly impact their core competitiveness, operations, and future development [5] Temporary Reports - Companies must immediately disclose significant events that may have a substantial impact on the trading price of their securities when investors are not yet aware of them [7] - Significant events include major legal liabilities, asset impairment, changes in major debtors' financial status, and other events specified by law [7][8] Disclosure Procedures - The procedures for preparing, reviewing, and disclosing periodic reports involve senior management, the audit committee, and the board of directors [33] - The company secretary is responsible for organizing the disclosure of both periodic and temporary reports [34] Confidentiality and Accountability - Company directors and senior management have a duty to maintain confidentiality regarding undisclosed information and must not engage in insider trading [44][46] - The company implements a responsibility accountability system for information disclosure obligors who fail to fulfill their duties, leading to significant errors or economic losses [46][47]