Core Insights - The Chinese AI sector is witnessing a surge in collaboration between industry giants and enterprises, with Zhengyuan Wisdom (300645) forming deep partnerships with major players like Huawei, leading to a dual increase in profitability and valuation [1][5] - Zhengyuan Wisdom has signed a strategic cooperation agreement with Hainan Chip Education Technology Co., a subsidiary of Geely Talent Development Group, focusing on smart campus construction, AI teaching scenarios, and cross-border education resource expansion [1][2] Company Overview - Zhengyuan Wisdom is a leading digital service provider in China, specializing in smart campuses, smart parks, and industry intelligence construction, leveraging emerging ICT technologies to create a comprehensive product system [2][3] - The company has established a national presence, serving over 5,000 users, including 1,400 universities, and has a user base exceeding 50 million, primarily targeting the student demographic [3] Strategic Collaborations - Zhengyuan Wisdom has formed deep partnerships with major technology and telecommunications companies, including Huawei, Tencent, Alibaba, and the three major telecom operators, creating a robust industry ecosystem [3][4] - The collaboration with Huawei has led to the launch of a joint smart campus solution, integrating core technologies to enhance the educational sector's AI capabilities [4] Market Position and Growth Potential - The company is positioned to capitalize on the ongoing digital transformation trend, supported by policy incentives and deepening industry collaboration, aiming for significant growth in both scale and profitability [5]

Core Viewpoint - Zhengyuan Zhihui (300645) announced that its actual controller, Chen Jian, was sentenced to three years in prison with a probation period of three and a half years for manipulating the securities market, along with a fine of 6.5 million yuan [1] Group 1 - Chen Jian is currently not holding any position as a director or senior management in the company [1] - The company's daily operations are normal, and all work is proceeding in an orderly manner [1] - The judgment is not expected to impact the company's production and operational activities [1]

Macro Dynamics - In January 2026, the social financing scale increased by 7.22 trillion yuan, which is 166.2 billion yuan more than the same period last year [2] - The increase in RMB loans to the real economy was 4.9 trillion yuan, a decrease of 317.8 billion yuan year-on-year [2] - Net financing of corporate bonds was 503.3 billion yuan, an increase of 57.9 billion yuan year-on-year [2] - Government bonds net financing reached 976.4 billion yuan, an increase of 283.1 billion yuan year-on-year [2] Financial Institutions - The People's Bank of China and the National Financial Regulatory Administration have identified 21 systemically important banks in China, including 6 state-owned commercial banks, 10 joint-stock commercial banks, and 5 city commercial banks [3] Market Data - On February 13, A-shares saw all three major indices drop over 1%, with the Shanghai Composite Index falling 1.26% to below 4100 points [10] - The Hong Kong stock market closed with the Hang Seng Index down 1.72% and the Hang Seng Tech Index down 0.9% [11] Company Dynamics - Zhengyuan Wisdom's actual controller, Chen Jian, was sentenced to three years in prison for manipulating the securities market, but the company's operations remain normal [12] - CATL, Luoyang Molybdenum, and Laopu Gold will be included in the Hong Kong Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [13] - Sinopec announced the resignation of Li Yonglin from his positions as executive director and senior vice president [14][15] - Zongshen Power plans to swap its motorcycle engine business with Longxin General's general machinery business, which is expected to constitute a major asset restructuring [16]

Group 1 - The recent announcement by Zhengyuan Zhihui (300645.SZ) regarding judicial matters related to its actual controller does not affect the company's equity structure, governance mechanism, or daily operations [1] - The resolution of these matters clarifies long-standing uncertainties, improves the credit environment, alleviates pressure from major shareholder pledges, and creates favorable conditions for the gradual release of the company's operational and developmental potential [1] - The company has systematically completed board restructuring, legal representative changes, and the transition of the chairman's position since April 2025, ensuring compliance with the Company Law and internal regulations [1] Group 2 - Zhengyuan Zhihui's business structure has been continuously optimized, with significant advantages in digital technology integration and application innovation, providing a solid foundation for long-term development [2] - The Q3 2025 report shows operating cash inflow of 994 million yuan, a year-on-year increase of 15.58%, indicating the effectiveness of the company's "soft and hard integration" technology capabilities [2] - The company's net profit attributable to shareholders reached 25.56 million yuan in Q3 2025, a substantial increase of 37.2%, with a 69.0% growth in non-recurring net profit, reflecting improved profitability and operational quality [2]

正元智慧2月13日公告称，公司实际控制人陈坚因涉嫌操纵证券市场罪被判处有期徒刑三年，缓刑三年 六个月，并处罚金人民币650万元。陈坚目前未在公司担任职务，公司日常经营运作正常，上述判决不 会对公司生产经营活动产生影响。 ...

| 证券代码：300645 | 证券简称：正元智慧 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：123196 | 债券简称：正元转 02 | | 正元智慧集团股份有限公司 关于实际控制人诉讼事项的进展公告 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。 正元智慧集团股份有限公司（以下简称"公司"）于近日收到公司实际控制人陈坚先生 送达的浙江省衢州市中级人民法院出具的《刑事判决书》。现将有关情况公告如下： 一、基本情况 2023 年 11 月 9 日、2023 年 11 月 13 日、2023 年 11 月 20 日，公司分别在巨潮资讯网 （www.cninfo.com.cn）披露了《关于公司实际控制人、董事、高级管理人员被采取强制措 施的公告》（公告编号：2023-096）、《关于公司实际控制人、董事、高级管理人员被采 取强制措施的进展公告》（公告编号：2023-098）、《关于公司实际控制人、董事长兼总 经理正常履职的公告》（公告编号：2023-104），公司实际控制人陈坚先生因涉嫌操纵证 券市场被公安机关采取指 ...

目前公司属于信息技术行业，主要产品类型为运营平台系统、专用设备与零部件，2024年报主营构成为 系统建设:57.04%;运营和服务:33.45%;智能管控:7.94%;其他:1.57%。 正元智慧（300645.SZ）2024年营业收入为11.95亿元，营业收入增长率为-2.43%，归属母公司净利润为 0.12亿元，归属母公司净利润增长率为-71.35%，净资产收益率为1.12%。 2025年上半年公司营业收入为4.60亿元，营业收入增长率为0.03%，归属母公司净利润为-0.19亿元，归 属母公司净利润增长率为-118.03%。 同壁财经讯，企查查数据显示，根据《安徽省中学实验设备购置项目第9包中标（成交）结果公告中标 通知书》，正元智慧（维权）集团股份有限公司于2026年2月12日公告中标安徽省中学采购项目，中标 金额为395.47万元。 相关上市公司：正元智慧(300645.SZ) 同壁财经小贴士： 同壁财经讯，企查查数据显示，根据《安徽省中学实验设备购置项目第9包中标（成交）结果公告中标 通知书》，正元智慧（维权）集团股份有限公司于2026年2月12日公告中标安徽省中学采购项目，中标 金额为395.4 ...

公司本次使用自有闲置资金购买理财产品情况如下： | 投资 | 受托方 | 产品名称 | 金额 | 产品类型 | 产品 | | 产品 | | 预期年化收 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主体 | 名称 | | （万元） | | 起息日 | | 到期日 | | 益率 | | 正元 | 东吴证券 股份有限 | 东吴证券聚利 1 号集合资产 | 3,000.00 | 固定收益类 | 年 2026 | 2 | 年 2026 | 月 5 | 2.4%+40%超 | | 智慧 | | | | | 月 10 | 日 | 12 日 | | 额（若有） | | | 公司 | 管理计划 | | | | | | | | 二、审批程序 | 证券代码：300645 | 证券简称：正元智慧 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123196 | 债券简称：正元转 02 | | 正元智慧集团股份有限公司 关于使用部分闲置自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露的内容 ...

Group 1 - The core point of the news is that Zhengyuan Zhihui Group Co., Ltd. won a procurement project from Bank of China with a bid amount of 1.3206 million yuan [1][2][3] Group 2 - Zhengyuan Zhihui (300645.SZ) reported a revenue of 1.195 billion yuan for 2024, with a revenue growth rate of -2.43% [2][3] - The net profit attributable to the parent company for 2024 was 12 million yuan, showing a significant decline with a growth rate of -71.35% [2][3] - The return on equity (ROE) for the company was 1.12% [2][3] - In the first half of 2025, the company reported a revenue of 460 million yuan, with a revenue growth rate of 0.03% [2][3] - The net profit attributable to the parent company for the first half of 2025 was -1.9 million yuan, reflecting a drastic decline with a growth rate of -118.03% [2][3] - The company operates in the information technology industry, with main product types including operational platform systems, specialized equipment, and components [2][3] - The revenue composition for 2024 was as follows: system construction 57.04%, operations and services 33.45%, intelligent control 7.94%, and others 1.57% [2][3]

| 证券代码：300645 | 证券简称：正元智慧 | | 公告编号：2026-004 | | --- | --- | --- | --- | | 债券代码：123196 | 债券简称：正元转 | 02 | | 正元智慧集团股份有限公司 关于回购股份集中竞价减持进展的公告 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。 正元智慧集团股份有限公司（以下简称"公司"）于 2025 年 11 月 14 日召开 第五届董事会第九次会议，审议通过了《关于回购股份集中竞价减持计划的议 案》，根据公司于 2024 年 2 月 3 日在巨潮资讯网（http://www.cninfo.com.cn）上 披露的《回购报告书》（公告编号：2024-011）之约定用途，同意公司以集中竞 价方式减持已回购股份不超过 2,842,000 股，即不超过公司总股本 2%。在任意 连续 90 个自然日内，出售股份的总数不超过公司股份总数的 1%，减持价格根 据减持时的二级市场价格确定。具体内容详见公司于 2025 年 11 月 14 日在巨潮 资讯网（http://www.cninfo.com ...