Summary of Key Points Core Viewpoint The trading activity on the Beijing Stock Exchange (BSE) showed significant movement on July 18, with a total trading volume of 989 million shares and a trading value of 22.48 billion yuan, marking an increase of 1.302 billion yuan compared to the previous trading day. A total of 74 stocks closed higher, while 187 stocks saw declines. Trading Activity - The total trading volume reached 989 million shares, with a trading value of 22.48 billion yuan, an increase of 1.302 billion yuan from the previous day [1]. - Among the traded stocks, 74 stocks closed higher, accounting for 27.72% of the total tradable stocks [1]. - The stocks with the highest closing gains included Wanyuantong (up 11.00%), Kaida Catalyst (up 10.67%), and Benlang New Materials (up 9.11%) [1]. - Conversely, 187 stocks closed lower, with the largest declines seen in Guoyi Tender (down 6.36%), Chunguang Intelligent (down 4.78%), and Tonghui Information (down 4.30%) [1]. Stock Performance - A total of 66 stocks had a trading value exceeding 100 million yuan, with Wanyuantong leading at 1.183 billion yuan, followed by Benlang New Materials at 784.1 million yuan and Binhang Technology at 550.1 million yuan [1]. - The trading activity was characterized by high turnover rates, with 28 stocks having a turnover rate exceeding 10%, and 5 stocks exceeding 20% [1]. - The stocks with the highest turnover rates included Wanyuantong (43.91%), Benlang New Materials (31.44%), and Jiahua Technology (30.36%) [1]. Notable Stocks - The top-performing stocks in terms of closing price and percentage increase included: - Wanyuantong: Closing price of 37.74 yuan, up 11.00%, turnover rate of 43.91% [1]. - Benlang New Materials: Closing price of 20.25 yuan, up 9.11%, turnover rate of 31.44% [1]. - Jiahua Technology: Closing price of 33.76 yuan, up 30.00%, turnover rate of 30.36% [1]. Market Sentiment - The overall market sentiment reflected a mixed performance, with a notable number of stocks experiencing significant gains while others faced declines, indicating a volatile trading environment on the BSE [1].

证券代码：839493 证券简称：并行科技 公告编号：2025-065 北京并行科技股份有限公司 合计持股 5%以上股东权益变动触及 1%整数倍的提示性公告 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。 清控银杏南通创业投资基金合伙企业（有限合伙）（以下简称"清控银杏南 通基金"）、吕大龙先生、西藏龙芯投资有限公司、银杏华清投资基金管理（北 京）有限公司互为一致行动人，本次股份减持前，上述一致行动人合计拥有权 益的股份比例为 18.1125%。 北京并行科技股份有限公司（以下简称"公司"）于 2025 年 7 月 15 日收到 股东清控银杏南通基金出具的《关于股份减持进展告知函》，上述股东于 2025 年 7 月 1 日至 2025 年 7 月 14 日通过集中竞价减持公司股份 365,515 股，持有公 司股份比例由 4.6178%减少至 4.0056%，上述一致行动人合计拥有权益的股份 比例由 18.1125%减少至 17.5003%。根据《上市公司收购管理办法》第十三条 第三款、《证券期货法律适 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-066 北京并行科技股份有限公司 股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 | 股东名称 | 股东身份 | 持股数量 | 持股比例（%） | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | | | | 清控银杏 | | | | | | 南通创业 | 合计持股 | | | | | 投资基金 | | | | 北京证券交易所上 | | | 5%以上股 | 3,485,400 | 5.8373% | | | 合伙企业 | 东 | | | 市前取得 | | （有限合 | | | | | | 伙） | | | | | 一、 减持主体减持前基本情况 二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 | | | 减持数 | | | | | | 减持 | | 当前持 | | --- | --- | --- | --- | --- ...

证券代码：839493 证券简称：并行科技 公告编号：2025-064 北京并行科技股份有限公司 购买资产的公告 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"）拟向安擎（天津）信息技 术有限公司、山东省公用资产运营服务有限公司采购 AI 算力服务器，并签署相 关采购合同，采购合同金额预计不超过人民币 12,550 万元。 公司拟向山东省公用资产运营服务有限公司采购与 AI 算力服务器配套的存 储、交换机设备，采购合同金额预计分别不超过人民币 400 万元和 580 万元。 上述固定资产采购合同合计金额不超过人民币 13,530 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 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-063 北京并行科技股份有限公司 第三届董事会第五十二次临时会议决议公告 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。 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 7 月 14 日 2.会议召开地点：公司会议室 3.会议召开方式：现场方式 4.发出董事会会议通知的时间和方式：2025 年 7 月 11 日以书面方式发出 5.会议主持人：董事长陈健先生 6.会议列席人员：公司监事和有关高级管理人员列席会议。 （二）会议出席情况 会议应出席董事 9 人，出席和授权出席董事 9 人。 二、议案审议情况 （一）审议通过《关于公司拟签订 AI 算力服务器及配套交换机、存储设备采购 合同的议案》 ...

Core Viewpoint - The company plans to purchase AI computing servers and related equipment for a total amount not exceeding 135 million yuan [1] Group 1: Procurement Details - The company intends to procure AI computing servers from Anqing (Tianjin) Information Technology Co., Ltd. with a contract amount expected to be no more than 126 million yuan [1] - Additionally, the company will purchase storage and switch equipment related to the AI computing servers from Shandong Provincial Public Asset Operation Service Co., Ltd., with contract amounts not exceeding 4 million yuan and 5.8 million yuan respectively [1] - The total procurement contracts for fixed assets will amount to no more than 135 million yuan [1]

Core Viewpoint - The company plans to purchase AI computing power servers and related equipment, with a total procurement amount not exceeding RMB 135 million [1] Group 1: Procurement Details - The company intends to procure AI computing power servers from Anqing (Tianjin) Information Technology Co., Ltd. and Shandong Provincial Public Asset Operation Service Co., Ltd., with a contract amount expected to be no more than RMB 125 million [1] - Additionally, the company plans to purchase storage and switch equipment to complement the AI computing power servers, with contract amounts expected to be no more than RMB 4 million and RMB 5.8 million, respectively [1] - The total amount for the fixed asset procurement contracts is expected to be no more than RMB 135 million [1]

Investment Rating - The industry investment rating is positive, indicating a favorable outlook for the sector, with a focus on companies with stable performance and reasonable valuations [35]. Core Insights - The report highlights that the North Exchange 50 Index experienced a slight decline of 1.71% this week, closing at 1415.04 points, while the average market capitalization of A-share constituent stocks is 3.083 billion [5][11]. - The report emphasizes the importance of focusing on quality stocks with stable growth and reasonable valuations in the North Exchange, particularly in the context of the 2025 investment landscape [5]. Summary by Sections Overall Market Overview - As of July 4, 2025, the North Exchange A-share market consists of 268 stocks, with an average market capitalization of 3.083 billion. The North Exchange 50 Index saw a decline of 1.71% this week, while the Shanghai and Shenzhen 300 Index increased by 1.54% [5][11]. - The average daily trading volume for the North Exchange 50 was 27.983 billion, down 17.81% from the previous week, with a turnover rate of 3.18% [5][24]. Stock and Industry Performance - In the past week, 50 stocks increased in value, while 217 stocks decreased, resulting in an increase ratio of 18.66%, which is a decrease of 74.63 percentage points week-on-week [17]. - The top five performing industries were Beauty Care (8.60%), Light Industry Manufacturing (1.9%), Pharmaceutical Biology (1.57%), Transportation (0.60%), and Environmental Protection (0.47%). Conversely, the bottom five industries included Electronics (-4.86%), Automotive (-4.58%), Communications (-3.92%), Media (-3.88%), and Public Utilities (-3.22%) [19][22]. New Stock Updates - No new stocks were listed on the North Exchange this week, but one company, Jinhua New Materials, passed the review for listing, while another, Beikang Testing, is scheduled for review next week [28][29]. Key Companies and Earnings Forecast - The report identifies key companies to watch, including: - Tongli Co., Ltd. (stock code: 834599.BJ) with a buy rating and an expected EPS of 1.99 for 2025 [6]. - Wuxin Tunnel Equipment (stock code: 835174.BJ) also rated as buy with an expected EPS of 1.64 for 2025 [6]. - Kaide Quartz (stock code: 835179.BJ) rated as hold with an expected EPS of 1.03 for 2025 [6]. - Hualing Co., Ltd. (stock code: 430139.BJ) rated as hold with an expected EPS of 0.34 for 2025 [6]. - Hengtou Open Source (stock code: 834415.BJ) rated as hold with an expected EPS of 0.22 for 2025 [6]. - Tianli Composite (stock code: 873576.BJ) rated as buy with an expected EPS of 1.03 for 2025 [6].

证券代码：839493 证券简称：并行科技 公告编号：2025-062 北京并行科技股份有限公司 持股 5%以上股东权益变动触及 1%整数倍的提示性公告 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。 北京并行科技股份有限公司（以下简称"公司"）于 2025 年 7 月 1 日收到 持股 5%以上股东清控银杏南通创业投资基金合伙企业（有限合伙）（以下简称 "清控银杏南通基金"）出具的《关于股份减持进展告知函》，上述股东于 2025 年 6 月 26 日至 2025 年 6 月 30 日通过集中竞价减持公司股份 728,145 股，持有 公司股份比例由 5.8373%减少至 4.6178%。 （一）信息披露义务人基本情况 | 1、基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 名称 | | 持股变动时间 | | | | | | 清控银杏南通创 | | | | | | | | 业投资基金合伙 | | 202 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-061 北京并行科技股份有限公司 2024 年股权激励计划预留授予部分第一个行权期股票期权 5.行权价格：50 元/份 6.实际行权人数：62 人 7.实际行权数量：169,595 份 行权结果公告 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、股票期权行权结果 （一）实际行权基本情况 1.期权简称及代码：并行 JLC3、850097 2.授予日：2024 年 3 月 14 日 3.股票登记日：2025 年 6 月 25 日 4.可交易日：2025 年 6 月 26 日 （三）本次行权结果与可行权情况的差异说明 2024 年股权激励计划预留授予部分第一个行权期行权结果与可行权情况存 在差异。本次可行权的激励对象合计 63 名，可行权数量为 172,395 份。截至本 次行权认购期满，有 1 名激励对象因个人原因自愿放弃参与行权，涉及 1,800 份； 1 名激励对象因个人原因自愿放弃参与部分行权，涉及 1,000 份，合计 2,800 ...