证券代码：300844 证券简称：山水比德 公告编号：2025-057 广州山水比德设计股份有限公司 关于 2024 年股票期权激励计划第一个行权期采用自主行权模式的 提示性公告 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。 重要内容提示： （一）2024 年股票期权激励计划股票期权简称：山水 JLC1；股票期权代码：036574。 （二）本次可行权的激励对象共 39 名，可行权股票期权数量为 271.488 万份，行权 价格为 21.20 元/股。 （三）行权的股票来源和种类：公司定向增发 A 股普通股。 （四）行权模式：自主行权模式。 （五）公司 2024 年股票期权激励计划共分为两个行权期，根据自主行权业务办理的 实际情况第一个行权期行权期限为 2025 年 8 月 29 日-2026 年 8 月 28 日止。 （六）本次可行权股票期权若全部行权，公司股份仍具备上市条件。 （六）股票期权行权价格：21.20 元/股。行权期内，股票期权行权完毕前，如公司 发生资本公积转增股本、派送股票红利、股票拆细、配股、缩股、派息等事项的，应当 相应调整股票期权行权价 ...

Core Viewpoint - Huawi Design (833427) experienced a significant increase of 7.25% in stock price, with a trading volume turnover rate of 31.54% and a total transaction amount of 289 million yuan, indicating high market activity and interest in the stock [2] Trading Data Summary - The stock was listed on the Longhu list due to its turnover rate reaching 31.54%, with a net selling amount of 8.82 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 54.13 million yuan, with a buying amount of 22.66 million yuan and a selling amount of 31.48 million yuan, resulting in a net selling of 8.82 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Tuanjie Road Second Securities Office, with a buying amount of 6.0035 million yuan, while the largest selling brokerage was Dongfang Caifu Securities, Lhasa Financial City South Ring Road Securities Office, with a selling amount of 8.7989 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Longhu list five times, with an average price drop of 9.42% the day after being listed and an average drop of 9.37% over the following five days [2]

Core Insights - The article discusses how the AI revolution is reshaping the design industry, emphasizing the collaboration between human designers and AI to enhance creativity and functionality [1] - It highlights the importance of empathy and ethical considerations in design, suggesting that human designers will focus on understanding unspoken needs and ensuring alignment with human values [1] Summary by Sections Section 1: AI's Impact on Design - AI is transforming the design process by enabling the creation of innovative solutions that combine functionality with aesthetic appeal [1] - Examples include sports brands using AI for shoe designs and smart home companies generating kitchen scenarios to assist users with disabilities [1] Section 2: Evaluation Criteria for Design - The evaluation of designs will consider four main dimensions: 1. Whether the design advances business models and has commercial potential 2. Its contributions to environmental protection, social equity, and support for vulnerable groups 3. Its ability to help people navigate rapidly evolving digital technologies and their societal impacts 4. Promotion of user-centered design thinking within organizations [2] Section 3: Community Engagement - The article encourages community engagement by inviting readers to share their thoughts and insights on the topic, indicating a collaborative approach to discussing design innovations [3] Section 4: Previous Rankings - References to past rankings of the best designs in China, indicating a continuity in recognizing impactful design [4]

Group 1: Company Overview and Strategy - The company focuses on the "Cultural Tourism +" national trend series IP, which will be launched in line with project openings [2] - The core strategy involves building a diverse IP matrix, including popular national trend series and collaborations with female artists [2] Group 2: Consumer Insights and IP Development - The company president possesses strong consumer insights and innovation capabilities, contributing to the popularity of IPs like the "Shadow Rabbit" for Tangshan and the "Kirin Family" for Longgang [3] - The transition from pure IP content to "IP + Scene" has been well-received by clients and users, enhancing the company's confidence in IP development [3] Group 3: IP Rights and Talent Acquisition - IP rights for self-operated parks belong to the company, while those created for clients are typically owned by the clients based on contractual agreements [4] - The company is actively recruiting C-end business talents and transitioning designers to enhance its talent pool in the IP sector [5] Group 4: Market Expansion and Performance - The company has initiated a scenic area empowerment plan and a strategy to penetrate lower-tier markets, observing a positive trend in order volume [6] - Recent initiatives, such as the children's friendly market in Guangzhou, have received enthusiastic responses, indicating strong market demand [6] Group 5: Information Disclosure Compliance - The company adhered to information disclosure regulations, ensuring that no undisclosed significant information was shared during the investor relations activity [6]

Group 1 - The national emphasis on public health system construction has increased, viewing it as a crucial foundation for safeguarding people's health, with the "Healthy China" strategy making significant progress [1] - The government is committed to building a smart public health defense through technological empowerment, as evidenced by the comprehensive planning of the "14th Five-Year Plan" for public health system construction [1] - Hanjia Design's subsidiary, Futai Technology, has been deeply involved in infectious disease prediction models, contributing significantly to public health safety in various provinces [1] Group 2 - The SIR model, an internationally recognized infectious disease prediction model, has evolved into various derivatives like SEIR, SEIRD, and SEIRAD, which are widely used in research and prediction [2] - Futai Technology collaborates with numerous research institutions to enhance the SEIR model, enriching its adjustable parameters to improve epidemic prevention and control [2] - The model empowers epidemic decision-making by predicting epidemic peaks and infection scales, allowing for proactive medical resource preparation [2] Group 3 - For medical institutions, the model aids in dynamically adjusting bed allocations and medical staff scheduling based on infection predictions [3] - Government departments can utilize the model to make more scientific decisions regarding resource allocation and vaccination strategies [3] - Futai Technology plans to deepen model research and integrate it with urban governance digital solutions, enhancing the model's social value and application scenarios [3]

Group 1 - The core viewpoint of the news is that 聚鸣投资 has conducted research on a listed company, focusing on the sanitation robot products of 伏泰科技, which are categorized into closed scenarios and open roads, each with different technical routes and application scenarios [1] - 伏泰科技's 3-ton product is primarily used for auxiliary roads, offering high cleaning efficiency and economic benefits, priced at 800,000, which can save 30%-50% in costs [1] - The company plans to sell 40 units in 2024 and aims for sales targets of 150-200 million in 2025 [1] - The pricing for the 0.5-ton and 1-ton products is set at 150,000-200,000 and 250,000-350,000 respectively, with a gross margin of no less than 45% due to a vehicle-grade supply chain and efficient service system [1] - 伏泰科技 aims to achieve a 10% market share by 2027 while continuing to expand its customer base and market share [1] Group 2 - 聚鸣投资 is a new private equity fund manager in China, focusing on "contrarian investment" and "growth investment" with a management scale exceeding 30 billion [2] - The core team of 聚鸣投资 comes from top public funds and asset management industries, with a research team from prestigious institutions like Tsinghua University [2] - The chairman and investment director, 刘晓龙, has a background in mechanical engineering from Tsinghua University and has previously managed over 30 billion in public funds, achieving significant recognition and awards during his tenure [2] - The private equity period has shown stable and outstanding performance, with representative products achieving absolute positive returns of 7.6% in 2018, 65.06% in 2019, and 97.13% in 2020, along with various industry awards [2]

中国经济网北京5月21日讯 矩阵股份(301365.SZ)今日收报17.16元，跌幅4.56%。 2023年5月25日，矩阵股份发布2022年年度权益分派实施公告称，公司于2023年5月22日召开的 2022年度股东大会审议通过了《关于2022年度利润分配及资本公积转增股本预案的议案》，同意公司 以2022年12月31日总股本120,000,000股为基数，每10股派发现金红利6.70元(含税)，分配现金红利总 额为80,400,000元(含税)。同时，公司以资本公积转增股本方式向全体股东每10股转增5股，共计转增 60,000,000股。 矩阵股份于2022年11月22日在深交所创业板上市，公开发行股票3,000.00万股，发行价格为34.72 元/股，保荐机构为长江证券承销保荐有限公司，保荐代表人为章睿、王晓。 矩阵股份首次公开发行股票募集资金总额为104,160.00万元，扣除发行费用后，募集资金净额为 94,772.87万元。矩阵股份最终募集资金净额较原计划多6,402.03万元。矩阵股份于2022年11月16日披 露的招股说明书显示，该公司拟募集资金88,370.84万元，分别用于总部设计中心建设项 ...

二、权益分派方案 公司 2024 年度权益分派方案为：以公司现有总股本 180,000,000 股为基数，向全 体股东每 10 股派 3.500000 元人民币现金（含税；扣税后，通过深股通持有股份的香港 市场投资者、QFII、RQFII 以及持有首发前限售股的个人和证券投资基金每 10 股派 实行差别化税率征收，本公司暂不扣缴个人所得税，待个人转让股票时，根据其持股期 限计算应纳税额【注】；持有首发后限售股、股权激励限售股及无限售流通股的证券投 资基金所涉红利税，对香港投资者持有基金份额部分按 10%征收，对内地投资者持有 基金份额部分实行差别化税率征收）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股 1 个月 （含 1 个月）以内，每 10 股补缴税款 0.700000 元；持股 1 个月以上至 1 年（含 1 年） 的，每 10 股补缴税款 0.350000 元；持股超过 1 年的，不需补缴税款。】 证券代码：301365 证券简称：矩阵股份 公告编号：2025-030 矩阵纵横设计股份有限公司 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 ...

Core Viewpoint - The company conducted a self-examination regarding the trading of its stocks by incentive plan participants and insiders prior to the announcement of the 2025 Restricted Stock Incentive Plan, confirming compliance with regulations and no insider trading activities [1][2]. Group 1: Incentive Plan Overview - The company held meetings on April 8, 2025, to approve the draft of the 2025 Restricted Stock Incentive Plan [1]. - The plan was disclosed on April 9, 2025, on the official information disclosure platform [1]. Group 2: Stock Trading Examination - During the self-examination period from October 8, 2024, to April 8, 2025, no directors or senior management traded the company's stocks [2]. - One incentive plan participant traded the company's stocks, but this individual was not classified as an insider under the plan, and their trading was based on personal judgment of market conditions [2]. Group 3: Conclusion of Self-Examination - The self-examination concluded that there were no instances of insider trading related to the incentive plan, and all actions by the examined parties complied with the relevant regulations [2].

Financial Performance - The company's gross profit margin increased from 19.15% in the previous year to 27.21% in 2024, with the core business gross margin reaching 42.68% [2][13]. Revenue Structure - The revenue structure shifted from 83.85% landscape design in 2020 to 52.16% in 2024, while the "child-friendly" cultural tourism business rose to 40.37% [2][6]. Project Highlights - In Q1 2025, the company won bids for projects totaling approximately CNY 12.75 billion, including a CNY 3.7 million bid for urban renewal in Luoyang and a CNY 300 million cultural tourism project in Quzhou [2][7]. IP Development - The company established an IP company, Shenzhen Aoya Luota Technology Co., to develop its own IP, aiming to leverage high visitor traffic and design talent [2][3]. Business Model - The business model focuses on both B-end and C-end operations, with plans to enhance revenue through free traffic from parks and backend operations [3][6]. Future Growth Plans - The company aims to increase the revenue share of its core businesses, including urban renewal and child-friendly tourism, to 85% over the next three years [8][9]. AI Integration - The company has implemented AI tools to enhance project efficiency, reducing planning time from two weeks to a few hours for complex projects [10][11]. Market Trends - The child-friendly tourism market is expected to grow significantly, with the government promoting child-friendly city initiatives and the children's consumption market estimated at CNY 3.9 trillion to CNY 5.9 trillion annually [18][19].