【 导读 】观想科技拟收购辽晶电子超60％股权，股票明起停牌 中国基金报记者 忆山 12月21日， 观想科技 发布公告称，公司正在筹划发行股份购买资产并募集配套资金事项。因有关事项尚存不确定性，经公司申请，公司 股票自12月22日开市起停牌。 公告显示，观想科技拟以发行股份方式购买锦州辽晶电子科技股份有限公司（以下简称辽晶电子）不低于60%的股权，同时募集配套资 金。 辽晶电子成立于2007年1月，注册资本达5700万元，经营范围包括：集成电路、电力、电子元器件的设计、生产、销售；微电子产品的塑 料封装、机械零部件设计、制造、销售；计算机技术咨询服务、技术转让及外辅设备销售；微电子产品的研发和技术服务、信息技术服 务。 观想科技表示，本次交易事项尚处于筹划阶段，公司目前正在与标的公司各股东接洽，初步确定的交易对方为合计持有辽晶电子67.69%股 权的股东。 目前，公司与本次交易的主要交易对方已签署了《股权收购框架协议》，初步达成购买资产的意向。最终股份转让数量、比例、交易价 格、支付方式、业绩补偿安排、股份锁定安排、违约条款等，由交易各方另行签署正式股份收购协议确定。 观想科技表示，公司将在不超过10个交易日 ...

每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 王晓波） 每经AI快讯，元道通信（SZ 301139，收盘价：18.3元）12月12日晚间发布公告称，公司第四届第十三 次董事会会议于2025年12月12日以现场结合通讯会议的方式召开。会议审议了《关于<2026年度内部审 计计划>的议案》等文件。 2024年1至12月份，元道通信的营业收入构成为：通信技术服务占比99.73%，新能源业务占比0.27%。 截至发稿，元道通信市值为22亿元。 ...

Group 1 - The company Zongheng Communication announced that Mr. Lin Wei reduced his shareholding by 1.31 million shares, accounting for 0.57% of the total share capital, between October 15, 2025, and November 25, 2025, completing the reduction plan [1] - Mr. Su Qingru reduced his shareholding by 200,000 shares, representing 0.09% of the total share capital, between September 26, 2025, and November 12, 2025, and no longer holds any shares as of the announcement date [1] - For the year 2024, Zongheng Communication's revenue composition is 99.21% from communication technology services and 0.79% from other businesses [1] Group 2 - As of the announcement, Zongheng Communication has a market capitalization of 3.4 billion yuan [1] - The company 688496 is under investigation by the China Securities Regulatory Commission due to a significant loss exceeding 100 million yuan shortly after its IPO, with its main customer reducing procurement by producing in-house [1]

Group 1 - The core point of the article is that ST Tongmai (SH 603559) announced a board meeting to discuss amendments to governance systems, while also revealing its revenue composition for 2024, with a significant reliance on communication technology services [1][1][1] - As of the report, ST Tongmai has a market capitalization of 3.3 billion yuan [1][1][1] - The revenue breakdown for ST Tongmai in 2024 shows that communication technology services account for 98.56%, other businesses for 1.39%, and miscellaneous for 0.05% [1][1][1] Group 2 - The article mentions that another company, identified as 688496, is under investigation by the China Securities Regulatory Commission due to a significant loss exceeding 100 million yuan shortly after its IPO, with its main customer reducing purchases [1][1][1]

Group 1 - The company, Zongheng Communication, announced the convening of its 10th meeting of the 7th Board of Directors on October 28, 2025, to review the proposal for the Q3 2025 report [1] - For the year 2024, the company's revenue composition is as follows: 99.21% from communication technology services and 0.79% from other businesses [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market transformation and a new "slow bull" market pattern emerging [1]

Group 1 - The core point of the article is that Yuandao Communication (SZ 301139) announced that its Vice President, Sun Yi, did not reduce his shareholding during the designated reduction period, which has now expired [1] - As of the announcement date, Yuandao Communication's market capitalization is 2.6 billion yuan [1] - The company's revenue composition for the year 2024 is heavily weighted towards communication technology services, accounting for 99.73%, while the new energy business only represents 0.27% [1]

Core Insights - The "Talent Demand Directory for the Guangdong-Hong Kong-Macao Greater Bay Area (Mainland)" was released on September 27, highlighting the job demand in key strategic industries in Guangdong Province [1] - The directory reflects the talent shortages in industries such as new generation information technology, biomedicine and health, new energy, software and information services, and ultra-high-definition display [1] - Key positions with the highest demand include communication technology engineers, medical device researchers, photovoltaic system engineers, and Java engineers, with a notable shortage in communication technology engineers due to rapid industry growth [1] - The directory is a key project supported by the Ministry of Human Resources and Social Security to aid in the construction of a high-level talent hub in the Greater Bay Area, influencing talent policy and resource allocation [1]

Core Viewpoint - Yuan Dao Communication reported a revenue of 584 million yuan and a net profit of 15.98 million yuan for the first half of 2025, indicating performance fluctuations due to business optimization efforts [1] Group 1: Business Overview - Yuan Dao Communication primarily provides communication technology services, including network maintenance, optimization, and construction, serving major operators like China Mobile and China Tower [1] - The company has initiated a transformation strategy focusing on three main areas: traditional communication business, new energy business, and intelligent computing power [1] Group 2: Project Developments - In the photovoltaic energy storage sector, Yuan Dao Communication has completed construction for three projects in Gansu, Hebei, and Chengde, achieving full-process project management [1] - The energy storage business has seen successful large-scale deliveries in the commercial and industrial sectors, with multiple units now operational [1] Group 3: Intelligent Charging Network - The company has adopted a "device sales + self-built operation" strategy in the intelligent charging network sector, launching an integrated solution for "public-rail intermodal transport + megawatt charging" [1] - This initiative aims to establish megawatt-level supercharging demonstration stations, providing 10-minute rapid refueling services for heavy electric trucks [1] Group 4: Wind Power Business - Yuan Dao Communication has developed a complete service chain in the wind power sector, covering everything from surveying and design to equipment procurement and construction [1] - The company has successfully won multiple engineering project bids in this area [1] Group 5: Computing Infrastructure - The Karamay Intelligent Computing Center project has been operating efficiently since its delivery in 2024, while the Xining Intelligent Computing Park project has successfully passed final acceptance in early 2025 [2] - These two benchmark projects signify the company's mature capabilities in computing infrastructure construction and operation, marking a stable development phase for its computing leasing business [2]

Group 1 - The company, Jiahuan Technology, announced on August 29 that it will recognize an asset impairment provision totaling 14.57 million yuan for the first half of 2025, which will reduce the consolidated profit for that period by the same amount [1] - The amount of the asset impairment provision is unaudited and will be finalized based on the annual audit by the accounting firm [1] - For the year 2024, the company's revenue composition shows that 99.76% comes from communication technology services, while other businesses account for only 0.24% [1]

Group 1 - The company, Zongheng Communication, announced that its seventh board meeting will be held on August 27, 2025, to discuss the profit distribution plan for the first half of 2025 [1] - For the year 2024, Zongheng Communication's revenue composition shows that the communication technology service sector accounts for 99.21%, while other businesses contribute 0.79% [1]