证券代码：920116 证券简称：星图测控 公告编号：2025-049 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 中科星图测控技术股份有限公司 参会单位及人员：太平养老、中金公司、兴业证券、方正证券、嘉实基金、 银河证券、博星证券、东北证券、天弘基金、真行投资、华源证券、中信建投证 券、诚通基金、建投华科投资、国盛证券、方正证券投资、疆亘资本、开源证券、 安徽国控投资、安徽省科创投资、招商致远资本、长江证券、复经股权投资、安 徽交控资本、安徽省铁路发展基金、华登科技投资、安徽大科科创、中信证券、 上海交享越渤源资管、合肥产投资本、龙芯中科、国金证券、德邦证券、深圳怀 新、诚通科创 上市公司接待人员：董事、副总经理、财务总监、董事会秘书张子航 三、 投资者关系活动主要内容 问题 1：随着各巨型星座建设的逐步推进，公司认为未来太空管理业务的 前景如何？ □新闻发布会 □分析师会议 □路演活动 √其他 ...

中国国际金融股份有限公司 关于北京青云科技集团股份有限公司 上海证券交易所： 根据贵所于2025年5月30日出具的《关于北京青云科技集团股份有限公司2024年年度报 告的信息披露监管问询函》（上证科创公函【2025】0198号）（以下简称"问询函"）的有 关要求，中国国际金融股份有限公司（以下简称"保荐机构"）作为北京青云科技集团股份 有限公司（以下简称"青云科技"或"公司"）首次公开发行股票并在科创板上市的保荐机 构，现将有关问题出具专项意见如下： 根据年报，公司2024年度营业收入27,206.62万元，较上年同期减少18.95%；实现归母 净利润-9,575.77万元，同比减亏43.72%。截至报告期末，公司净资产规模为8,711.44万元， 较上年同期减少51.46%。根据2025年一季报，报告期内，公司实现营业收入4,701.21万元， 同比减少37.02%；实现归母净利润-2,290.07万元，较去年同期亏损幅度增加1,530.84万元。 截至2025年一季度末，公司净资产规模为6,411.97万元，上市以来持续减少。 销售收入方面，因公司战略聚焦提升高毛利率的软件业务占比，高毛利率的软件产品、 ...

Group 1 - The Hong Kong stock market opened higher, with the Hang Seng Tech 30 ETF rising by 0.9%, continuing the upward trend from the previous day [1] - The company Mifus (02556) led the sector with a 6.25% increase, having accumulated over 15% growth in the last two trading days, currently trading at 47.9 HKD with a transaction volume of 118 million HKD [1] - Mifus has been ranked first in the "Top 50 AI SaaS Influential Enterprises" list for seven consecutive years, showcasing its market leadership [1] Group 2 - The company has achieved high revenue growth and significantly improved cash flow, driven by its AI + SaaS ecosystem, which has enabled breakthroughs in both small and key account markets [2] - Customer stickiness continues to improve, with the commercialization of AI Agent accelerating, contributing to sustained performance growth [2] - The company's T-cloud product is deepening its presence in the small and medium-sized business (SMB) market, while the Zhenke product is expanding into large enterprise clients, covering five major industries [2]

民生证券股份有限公司 关于广州市品高软件股份有限公司 上海证券交易所： 根据贵所《关于广州市品高软件股份有限公司2024年年度报告的信息披露监 管问询函》（证科创公函【2025】0238号）（以下简称"年报问询函"）的要求， 民生证券股份有限公司（以下简称"持续督导机构"）作为广州市品高软件股份 有限公司（以下简称"品高股份"或"公司"）首次公开发行股票并在科创板上 市的保荐机构，会同公司及相关中介机构，就年报问询函提及的事项逐项进行了 认真讨论、核查与落实，出具本核查意见。 除另有说明外，本核查意见中的简称或名词的释义与《广州市品高软件股份 有限公司2024年年度报告》（以下简称"2024年报"）中的含义相同。 本核查意见中可能存在个别数据加总后与相关汇总数据存在尾差，均系数据 计算时四舍五入造成。 问题一 关于经营业绩 年报显示，公司 2024 年实现营业收入 5.20 亿元，同比减少 4.81%；实现归 母净利润-6,405.52 万元，同比减少 499.74%；实现扣非后归母净利润-7,188.47 万元，同比减少 218.09%。公司近三年实现归母净利润分别为 4,710.61 万元、 -1,068 ...

KA 大客户需求强劲，AI Agent 商业化加速落地 迈富时(2556) ——迈富时公司跟踪报告 股票研究 /[Table_Date] 2025.06.17 2025-06-17 [Table_Market] 交易数据 本报告导读： 公司实现营收高增长与现金流大幅优化，AI+SaaS 生态驱动中小+KA 双市场突破，客 户粘性持续提升，AI Agent 商业化加速落地带动公司业绩持续性增长。 投资要点： | [Table_Finance] 财务摘要（百万人民币） 风险提示。AI | 2022 | 2023 | 进展不及预期；业务拓展不及预期；市场竞争加剧。 | 2024 2025E 2026E 2027E | | | | --- | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,143 | 1,232 | 1,559 | 2,368 | 3,251 | 4,327 | | (+/-)% | 30.3% | 7.8% | 26.5% | 51.9% | 37.3% | 33.1% | | 毛利润 | 560 | 706 | 826 | 1,218 | 1,671 ...

证券代码：688159 证券简称：有方科技 公告编号：2025-044 深圳市有方科技股份有限公司 第四届董事会第七次会议决议公告 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、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 ）于 2025 年 6 深圳市有方科技股份有限公司（以下简称"公司" 月 6 日在公司会议室以现场结合通讯的方式召开第四届董事会第七 次会议（以下简称"本次会议" 经与会董事认真讨论，审议并通过如下事项： （一）审议通过《关于公司及子公司开展融资租赁业务暨相关担 保事项的议案》 根据公司战略规划，公司将在 2025 年持续延伸云产品业务链条， 并在条件具备后适时适度开展算力云服务和运维服务业务。为保障公 司算力云服务所需的资金，盘活公司资产，拓宽融资渠道，提升公司 运营效率，公司及子公司拟以直租或售后回租的方式，与银行及其他 金融机构开展融资租赁业务，预计融资总额不超过 40 亿元。 为保障上述融资租赁业务的顺利开展，公司计划以有方科技名义 申请的融资租赁额度不超过 20 亿元，同时以资产抵押、质押等方式 为自身的融资租赁 ...

Core Viewpoint - Citi Group analysts remain optimistic about Alibaba's cloud product demand, citing strong customer interest, particularly in inference demand following DeepSeek [1] Summary by Category Company Performance - Alibaba's cloud revenue is expected to grow by 21% year-over-year in the first fiscal quarter and by 20% in fiscal year 2026 [1] Analyst Ratings - Citi maintains a "Buy" rating on Alibaba's American Depositary Receipts (ADR) with a target price of $169.00 [1]

Core Points - The company is holding its 2024 Annual General Meeting to discuss various proposals including financial reports and future strategies [4][5][6] - The company reported a net profit of -64.05 million yuan for 2024, a significant decline of 499.74% year-on-year [9][26] - The total revenue for 2024 was 520.01 million yuan, representing a decrease of 4.81% compared to the previous year [26] Meeting Procedures - The meeting will take place on May 21, 2025, at 15:30 in Guangzhou [4] - Attendees must sign in 30 minutes prior to the meeting and present necessary identification [2] - Voting will be conducted both on-site and online, with results announced after the meeting [3][9] Financial Performance - The company’s total assets increased by 5.98% year-on-year, reaching 1.986 billion yuan [26] - The company’s operating income from cloud computing and industry information solutions showed mixed results, with cloud product sales slightly increasing by 2.93% [26] - The company plans to use part of its excess fundraising to permanently supplement working capital, amounting to 10.44 million yuan, which is 30% of the total excess funds [9][10] Proposals for Shareholder Approval - Proposal to not distribute cash dividends for 2024 due to insufficient profits [9] - Proposal to authorize the board to handle small-scale rapid financing not exceeding 300 million yuan [13] - Proposal to revise the company’s articles of association due to changes in business operations [13] Governance and Compliance - The board of directors and supervisory board have been actively overseeing the company’s operations and compliance with regulations [18][23] - The company emphasizes maintaining a strong internal control system to safeguard assets and ensure proper governance [24][25] Future Outlook - The company aims to focus on cloud computing, big data, and artificial intelligence to enhance its service delivery and operational capabilities [20] - Plans to strengthen investor relations and improve communication with stakeholders to protect minority shareholders' rights [19][20]

Core Viewpoint - Lenovo Group is committed to exploring a new paradigm of industry-university-research collaboration to accelerate the commercialization of scientific research results and achieve a win-win situation between industry and academia [1][12]. Group 1: Event Overview - Lenovo held the first Industry-University-Research Cooperation Forum and Outstanding Achievement Award Ceremony on May 7 during the Lenovo 2025 Innovation Technology Conference in Shanghai, themed "Leading New Industry-University-Research Cooperation, Supporting the New Decade of AI" [1][12]. Group 2: Awarded Projects - Three projects received the "Outstanding Cooperation Achievement Award": 1. High-brightness magnesium alloy in collaboration with Shanghai Jiao Tong University, which has achieved ten times the corrosion resistance of traditional magnesium alloys and a 30% weight reduction compared to traditional aluminum alloys [3][5]. 2. Hybrid cloud root cause positioning and trend prediction, which has been applied to Lenovo's global data centers and smart cloud products [7]. 3. Human-aligned common technology based on large language models, which has created several industry-first records [9]. Group 3: Technological Innovations - The high-brightness magnesium alloy project has been successfully registered as the first national standard in its field and is used in Lenovo's ThinkBook X and YogaBook 9i laptops, as well as in the SJTU Siyuan II lunar satellite [5]. - The hybrid cloud project has made breakthroughs in private cloud architecture design and operational strategy planning, enhancing the planning capabilities and fault diagnosis levels of Lenovo's smart cloud products [7]. - The large language model project has developed a framework for adaptive instruction data generation and fine-tuning, improving task understanding and instruction following capabilities [9]. Group 4: New Paradigm of Cooperation - Lenovo's new paradigm of industry-university-research collaboration is characterized by four "new" aspects: seizing new opportunities in AI, strengthening the role of "new chain leaders," reshaping relationships between partners, and aiming for new peaks in technological achievements [13][15]. Group 5: Recognition and Support - Lenovo awarded the "Best Cooperation Partner Award" to several institutions, including Shanghai Jiao Tong University and Tsinghua University, to recognize their contributions [14]. - Each awarded project team received funding from the Next Big Exploration Fund to support further research [9].

北京中长石基信息技术股份有限公司投资者关系管理活动记录-调研纪要 | | 人工呼叫中心的非直连模式实现预订；但通过系统直连的方式 | | --- | --- | | | 会提高 OTA 和酒店的预订效率并降低成本。 | | | 公司通过将客户的信息系统与各种预订渠道、支付机构的 | | | 系统直连，实现信息的即时交互，以系统替代人工，从而大大 | | | 提升预订和支付环节的工作效率，降低运营成本。 | | | 4、我们现在的畅联业务的收入主要来自于飞猪吗？ | | | 畅联收入来源很多，除了飞猪以外，畅联已经有超过 220 | | | 家国内外主流预订渠道通过石基直连预订平台连接超过 6 万家 | | | 酒店。 | | | 5、公司全球化业务后续的市场推广策略是怎样的？ | | | 公司全球化业务是依靠相对领先的云产品和技术，以签约 | | | 全球标杆型酒店集团客户为优先，同时持续推进在已签约客户 | | | 中云产品的上线，继续形成示范效应，随着使用石基全新一代 | | | 云产品的客户体量的累积，逐步提升推广上线速度。 | | | 6、在财务方面，公司是否会采取些措施去缓解中短期的一 | | | ...