Group 1 - The report highlights the release of significant technologies and products at the 2025 Yunqi Conference, emphasizing the focus on high-quality and scarce targets in the AI industry chain on the Beijing Stock Exchange [2][11] - As of September 26, 2025, there are 25 listed companies in the AI-related industry chain on the Beijing Stock Exchange, with a total market capitalization of 97.089 billion yuan, covering areas such as chips, computing center infrastructure, and computing services [17][18] - Parallel Technology (839493.BJ) is identified as a leading provider of supercomputing cloud services and computing operation services, achieving a revenue of 458 million yuan in the first half of 2025, a year-on-year increase of 69.27% [19][24] Group 2 - The report indicates that five major industries on the Beijing Stock Exchange experienced an average decline in stock prices, with the high-end equipment industry down by 6.35% and the information technology industry down by 6.17% [3][25] - The average price-to-earnings (P/E) ratio for the high-end equipment industry fell to 40.7X, while the information technology industry saw its P/E ratio drop to 93.5X [25][28] - The technology new industry, comprising 156 companies, saw a median P/E ratio decrease from 51.7X to 48.9X, with a total market capitalization decline from 524.131 billion yuan to 494.938 billion yuan [39][40] Group 3 - The report notes that HaiDar (836699.BJ), a precision rail manufacturer, achieved a revenue of 182 million yuan in the first half of 2025, with a net profit of 33.0587 million yuan, reflecting a year-on-year growth of 3.79% [21][22] - The report emphasizes the importance of the AI computing server market, with Parallel Technology planning to procure AI computing servers and related equipment, indicating ongoing investment in infrastructure [59]

每经AI快讯，9月22日，并行科技公告，拟向绵存科技、浙江天极采购AI算力服务器及配套设备，总金 额预计不超过1.13亿元。 ...

北京并行科技股份有限公司 购买资产的公告 证券代码：839493 证券简称：并行科技 公告编号：2025-112 北京并行科技股份有限公司（以下简称"公司"）拟向绵存（浙江）科技有 限公司、浙江天极集成电路技术有限公司采购 AI 算力服务器及配套服务器主 机设备，并签署相关采购合同，采购合同总金额预计不超过人民币 11,338.98 万 元。 （二）是否构成重大资产重组 本次交易不构成重大资产重组。 公司购置算力设备形成自有算力资源池是向用户提供服务的经营采购行 为，是公司各项主营业务的必要组成部分，属于与公司日常经营相关的交易行 为。根据《上市公司重大资产重组管理办法》第二条、《北京证券交易所上市公 司重大资产重组审核规则》第八条规定，公司据经营所需购置相关算力设备资 产的交易活动为日常经营活动中购买资产的交易活动，不构成重大资产重组。 （三）是否构成关联交易 本次交易不构成关联交易。 （四）决策与审议程序 1、本次购买资产的决策与审议程序 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、交易概况 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-113 北京并行科技股份有限公司 出售资产的公告 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、交易概况 （一）基本情况 北京并行科技股份有限公司（以下简称"公司"）拟向北京乐讯科技有限公司 出售部分早期型号的算力服务器专用设备，预计合同总金额不超过人民币 12,392.72 万元。 （二）是否构成重大资产重组 本次交易不构成重大资产重组。 2、需履行信息披露义务的出售资产事项 本次董事会召开日前，公司分别向北京清云算力科技有限公司、北京企智科 技有限公司等出售 AI 算力服务器、网卡等固定资产（固定资产销售明细见下表）， 合同金额为人民币 3,404.43 万元。根据《北京证券交易所股票上市规则》第 7.1.2 条规定，该等出售资产事项披露如下： | 序 | 合同相对方 | | | 签署时间 | | | | | 标的物类别 | 合同金额 | | --- | --- | --- | --- | --- | --- | --- | -- ...

证券代码：839493 证券简称：并行科技 公告编号：2025-111 北京并行科技股份有限公司 第三届董事会第五十四次临时会议决议公告 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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 9 月 22 日 2.会议召开地点：公司会议室 3.会议召开方式：现场和通讯方式相结合 4.发出董事会会议通知的时间和方式：2025 年 9 月 17 日以书面方式发出 5.会议主持人：董事长陈健先生 7.召开情况合法、合规、合章程性说明： 本次会议召集、召开、议案审议与表决程序符合《中华人民共和国公司法》 《北京证券交易所股票上市规则》等有关法律、行政法规、部门规章、规范性文 件和《北京并行科技股份有限公司章程》的规定。 （二）会议出席情况 6.会议列席人员：高级管理人员 会议应出席董事 9 人，出席和授权出席董事 9 人。 董事刘海超先生、梅萌先生、吕智先生、郑纬民先生、李晓静女士、范小华 女士因工作原因以通讯方式参与表决。 二、议案审议情况 ...

Financial Performance - The company reported a revenue of 457.67 million yuan for the first half of 2025, representing a year-on-year increase of 69.27% compared to 270.38 million yuan in the same period last year [1] - The net profit attributable to shareholders was 5.08 million yuan, up 20.05% from 4.23 million yuan year-on-year [1] - The net profit after deducting non-recurring items was 4.51 million yuan, reflecting a 19.46% increase from 3.78 million yuan in the previous year [1] - The basic earnings per share increased by 28.57% to 0.09 yuan from 0.07 yuan [1] Profitability Metrics - The gross margin for the first half of 2025 was 23.26%, a decrease of 10.80 percentage points compared to the previous year [2] - The net profit margin was 1.20%, down 0.28 percentage points from the same period last year [2] Expense Analysis - The company's operating expenses for the first half of 2025 totaled 92.31 million yuan, an increase of 5.41 million yuan year-on-year [2] - The expense ratio was 20.17%, which decreased by 11.97 percentage points compared to the previous year [2] - Sales expenses decreased by 14.08%, while management expenses increased by 10.61%, R&D expenses grew by 14.17%, and financial expenses surged by 165.37% [2] Company Background - Beijing Parallel Technology Co., Ltd. was established on February 15, 2007, and is located in Haidian District, Beijing [6] - The company specializes in data center operations and supercomputing cloud services [6] Leadership Information - The chairman and general manager, Chen Jian, received a salary of 1.035 million yuan in 2024, while the vice general manager, He Ling, earned 820,000 yuan [4] - Chen Jian has a strong educational background with a Ph.D. in fluid mechanics from Tsinghua University and has held various technical and managerial positions in notable companies [5]

人民财讯9月9日电，企查查APP显示，近日，青岛并行科技有限公司成立，注册资本2000万元，经营范 围包含：人工智能基础软件开发；软件开发；人工智能应用软件开发；会议及展览服务等。企查查股权 穿透显示，该公司由并行科技全资持股。 ...

Group 1 - A new venture capital firm named Suzhou Mingyue Shunbang Venture Capital Partnership (Limited Partnership) has been established, focusing on investments in unlisted companies [1] - The business scope of the new firm includes venture capital activities [1] - The company is co-funded by Parallel Technology and other contributors [1]

中国国际金融股份有限公司 关于北京并行科技股份有限公司的 2025 半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》等有关 法律法规、规范性文件等的规定，中国国际金融股份有限公司（以下简称"中金公司" 或"保荐机构"）作为北京并行科技股份有限公司（以下简称"公司"或"并行科技"） 的保荐机构，负责公司的持续督导工作，并出具 2025 年半年度持续督导跟踪报告。 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露文件审阅情况 | 保荐机构及时审阅了公司信息披露文件 | | 2、督导公司建立健全并有效执行规 | 保荐机构查阅公司 2025 年上半年度修订的新制度和公司章 | | 则制度的情况 | 程，并查阅公司三会文件 | | 3、募集资金使用监督情况 | 保荐机构查阅公司募集资金使用台账、募集资金银行账 | | | 户对账单，查看募投项目进度，了解募集资金使用情况， | | | 对公司募集资金使用情况进行现场核查，及时审阅募集 | | | 资金信息披露情况等 | | 4、督导公司规范运作情况 | 保荐机构通过查阅公司章程、公司治理制度、三会会议 ...

Core Viewpoint - The company has evolved from serving primarily educational and research institutions to leveraging its expertise in parallel computing to meet the surging demand for AI-driven computing solutions, thus positioning itself as a key player in the transition from supercomputing to intelligent computing [1][2]. Group 1: Company Overview - The company has been in operation for 18 years, serving over 600 enterprises, 400 universities, and 300 research institutions, with a total of 160,000 registered users [2][4]. - The company has developed a unique "three-layer service system" that includes sales, technical support, and customer service to cater to diverse user needs [4][5]. Group 2: Product and Service Offerings - The company has introduced the "Parallel Intelligent Computing Cloud" product system, enabling seamless migration from supercomputing to intelligent computing with intelligent scheduling of CPU/GPU resources [2][5]. - New users can experience the service for free, receiving "200 core hours + 50-500 yuan worth of computing vouchers" to test the platform before committing to payment [5]. Group 3: Customer Engagement and Support - The company provides 24/7 customer service and has implemented a membership service system for existing clients, offering benefits such as discounts, rewards, and personalized technical support [5][8]. - The "Million Machine Hours into Campus" initiative addresses the urgent computing needs of universities, allowing them to access resources without lengthy procurement processes [5][7]. Group 4: Market Position and Competitive Advantage - The company has tailored its offerings for small and medium-sized customers, emphasizing high cost-effectiveness, ease of use, flexible billing options, and professional support [8]. - The company has a significant international presence, with many overseas clients, particularly in Europe, the United States, and Southeast Asia, who continue to use its services after moving abroad [8]. Group 5: Sustainability and Efficiency - The company is committed to building environmentally friendly computing clusters and has established supercomputing and intelligent computing centers in various regions, including Ningxia and Hainan [9][10]. - The self-developed "Application Running Feature Analysis" software optimizes resource allocation based on user demand, enhancing server utilization and reducing operational costs [10].