证券代码：839493 证券简称：并行科技 公告编号：2025-060 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 5%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"）2024 年股权激励计划 （以下简称"本次股权激励"）首次授予部分和预留授予部分第一个行权期的行 权条件成就。2025 年 6 月 18 日，本次股权激励首次授予部分第一个行权期股票 期权完成登记，变更后的注册资本为人民币 59,539,810.00 元，股本总额为 59,539,810.00 元。公司实际控制人陈健先生、贺玲女士参与本次股权激励行权。 本次股权激励行权前，陈健先生持有公司 7,632,500 股，占公司股本总额的 12.9698%；贺玲女士持有公司 2,390,000 股，占公司股本总额的 4.0613%。上述 人员行权后，陈健先生持有公司 7,641,500 股，占公司股本总额的 12.8343%； 贺玲女士持有公司 2,399,000 股， ...

证券代码：839493 证券简称：并行科技 公告编号：2025-059 北京并行科技股份有限公司 2024 年股权激励计划首次授予部分第一个行权期 3.股票登记日：2025 年 6 月 18 日 4.可交易日：2025 年 6 月 19 日 5.行权价格：50 元/份 股票期权行权结果公告 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 JLC2、850095 2.授予日：2024 年 2 月 21 日 6.实际行权人数：156 人 7.实际行权数量：691,560 份 8.股票来源：公司向激励对象定向增发 A 股普通股 （二）实际行权明细表 | | | 首次授予 | 首次授予 | 实际行权 | 实际行权 | | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 可行权数 | 实际行权 数量 | 对应股票 数量 | 对应股票 | | | | 量（份） | （份） | （份） | 数量占行 ...

Investment Rating - The investment rating for the company is upgraded to "Outperform" [2][4]. Core Insights - The company reported a revenue of 198 million yuan in Q1 2025, representing a year-on-year increase of 51.68%, and a net profit attributable to shareholders of 3.594 million yuan, up 43.77% year-on-year [4]. - The company's main business, computing power service revenue, continues to grow, demonstrating significant scale effects and improved profitability [4]. - The revenue forecast for 2025 is adjusted to 868 million yuan, with a net profit forecast of 25 million yuan, and for 2026, the net profit is expected to reach 54 million yuan [4]. - The company has deployed mainstream models such as DeepSeek-R1 and is actively promoting computing power services based on domestic computing chips [5]. - The company holds 30 patents and ranks first in international AI computing power rankings [6]. Financial Summary - The total revenue for 2023 is reported at 496 million yuan, with a projected increase to 655 million yuan in 2024 and 868 million yuan in 2025, reflecting a year-on-year growth of 58.5%, 32.1%, and 32.5% respectively [8][9]. - The net profit attributable to shareholders is expected to improve from a loss of 80 million yuan in 2023 to a profit of 12 million yuan in 2024, and further to 25 million yuan in 2025 [8][9]. - The gross margin is projected to increase from 25.6% in 2023 to 34.1% in 2027, indicating improved profitability [9].

Investment Rating - The investment rating for the company is upgraded to "Outperform" [2][4]. Core Insights - The company reported a revenue of 198 million yuan in Q1 2025, representing a year-on-year increase of 51.68%, and a net profit attributable to shareholders of 3.594 million yuan, up 43.77% year-on-year [4]. - The company's main business, computing power service revenue, continues to grow, demonstrating significant scale effects and improved profitability [4]. - The revenue forecast for 2025 is adjusted to 868 million yuan, with a net profit forecast of 25 million yuan, and for 2026, the net profit is expected to reach 54 million yuan [4]. - The company has deployed mainstream models such as DeepSeek-R1 and is actively promoting computing power services based on domestic computing chips [5]. Financial Summary - The total market capitalization of the company is 9.274 billion yuan, with a circulating market capitalization of 6.382 billion yuan [2]. - The company has a total share capital of 59 million shares, with a circulating share capital of 40 million shares [2]. - The revenue for 2024 is projected to be 655 million yuan, with a year-on-year growth of 32.07%, and a net profit of 12 million yuan, reflecting a significant increase of 114.98% [4][9]. - The gross profit margin is expected to improve from 25.6% in 2023 to 34.1% in 2027 [9]. Patent and Ranking Achievements - The company and its subsidiaries hold 30 patents and rank first in the international AI computing power list [6]. - The company has established a comprehensive computing power network service platform, integrating resources across various domains [6]. Business Model and Operations - The company collaborates with server suppliers to procure high-performance servers and provides integrated solutions to customers [5]. - The launch of the underwater computing center in Hainan marks a significant operational milestone for the company [5]. Future Projections - The company anticipates a continued increase in revenue and profitability, with net profits projected to reach 92 million yuan by 2027 [4][9]. - The expected earnings per share (EPS) are forecasted to grow from 0.20 yuan in 2024 to 1.57 yuan in 2027 [4][9].

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [5]. Core Views - The company is recognized as a national-level "little giant" in supercomputing cloud services, focusing on AI cloud and computing cluster businesses to empower industrial upgrades. It is a leading provider of computing services and operations in China, aiming to deliver secure, user-friendly, and cost-effective supercomputing and intelligent computing services for research and enterprise users [5][9]. - The company is expected to achieve a 115% year-on-year growth in net profit attributable to shareholders in 2024, with total revenue projected to reach 655 million yuan, reflecting a 32.07% increase [5][8]. Summary by Sections Market Performance - The closing price is 157.80 yuan, with a total market capitalization of 9,286.25 million yuan and a circulating market value of 6,389.82 million yuan. The company has a total share capital of 58.85 million shares and a debt-to-asset ratio of 78.10% [3]. Business Overview - The main business segments include supercomputing cloud services, system integration, software and technical services, and supercomputing conferences. The company primarily acquires computing resources through co-construction and procurement models, serving higher education institutions, research institutes, and enterprises [5][6]. Financial Forecast and Valuation - Revenue is projected to grow from 655 million yuan in 2024 to 1,364 million yuan in 2027, with corresponding net profits increasing from 12 million yuan to 48 million yuan over the same period. The report anticipates a compound annual growth rate (CAGR) of 52.4% for the supercomputing cloud service market in China from 2021 to 2025 [8][9]. - The earnings per share (EPS) are expected to rise from 0.20 yuan in 2024 to 0.82 yuan in 2027, with a price-to-earnings (P/E) ratio projected to decrease from 770.22 to 193.42 over the same period [8][10]. Industry Outlook - The report highlights the government's focus on computing resource construction and network layout, predicting that the supercomputing cloud service market in China could reach 112 billion yuan by 2025. The continuous investment in research and development (R&D) is expected to drive the growth of supercomputing and intelligent computing technologies [5][9].

Group 1 - The North Exchange will officially launch the North Certificate Specialized and New Index on June 30, 2025, providing investors with a multi-dimensional investment benchmark [2][5][9] - The North Certificate Specialized and New Index will select the largest 50 companies from the "specialized and new" small giant listed companies on the North Exchange, reflecting the overall performance of these companies [5][9] - A total of 27 companies are expected to enter the dual index list, including Jinbo Biological, Shuguang Digital Innovation, and Naconoer [9][10] Group 2 - The financial performance of the Specialized and New Index shows better growth compared to the North Certificate 50 Index, with total revenue and median revenue for 2024 reaching 318 million and 4.09 million respectively [12][13] - The total net profit for the Specialized and New Index in 2024 is projected to be 31.5 million, indicating a year-on-year growth of 10% [12][13] - The median market capitalization for the North Certificate 50 Index is 47 million, while for the Specialized and New Index it is 33 million, indicating a larger overall market value for the North Certificate 50 Index [12][13][19] Group 3 - The price-to-earnings ratio (PE TTM) for the North Certificate Specialized and New Index is 69X, which is higher than the 49X for the North Certificate 50 Index [19][23] - The average daily trading volume for the North Certificate A-shares has decreased to 248 billion, reflecting a slight decline in market activity [20][26] - The North Certificate 50 Index has shown a weekly increase of 1.30%, indicating a positive market sentiment [20][31]

Group 1 - The A-share computing power leasing sector experienced a significant rise in the afternoon, with major companies showing strong performance [1] - Dwei Technology reached the daily limit increase, indicating strong investor interest and confidence [1] - Huijin Co., Ltd. saw an increase of over 12%, reflecting positive market sentiment towards the company [1] - Kehua Data rose by more than 9%, contributing to the overall upward trend in the sector [1] - Other companies such as Parallel Technology, Industrial Fulian, and Xiechuang Data also experienced gains of over 5%, showcasing a broad-based rally in the computing power leasing market [1]

Group 1 - The major shareholder, Qingkong Yinxing Nantong Venture Capital Fund Partnership (Limited Partnership), plans to reduce its stake by selling up to 1,164,600 shares, which represents 2% of the company's total share capital [1]

证券代码：839493 证券简称：并行科技 公告编号：2025-058 北京并行科技股份有限公司 持股 5%以上股东拟减持股份的预披露公告（再次披露） 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 | | --- | --- | --- | --- | --- | --- | | 清控银杏 | | （股） | | （%） | | | 南通创业 | | | | | | | 投资基金 | 持股 5%以 | | | | 公司公开发行并在北 | | 合伙企业 | 上股东 | | 3,485,400 | 5.9856% | 交所上市前取得 | | （有限合 | | | | | | | 伙） | | | | | | √是 □否 清控银杏南通创业投资基金合伙企业（有限合伙）拟自本公告披露之日起 15 个交易日之后三个月内通过集中竞价方式减持不超过 1,164,600 股，减持比例 不高于公司股份总数 2%。 公司此前已经对本次减持计划进行了首次披露，具体内 ...

Core Viewpoint - The Beijing Stock Exchange and China Securities Index Co., Ltd. announced a regular adjustment of the sample stocks and reserve list for the Bei Zheng 50 Index (899050), effective June 16, 2025 [1] Group 1: Sample Stocks - The Bei Zheng 50 Index (899050) includes a total of 50 sample stocks, with notable companies such as: - Nuo Si Lan De (430047) - Hua Ling Co., Ltd. (430139) - Su Zhou Axle Co., Ltd. (430418) - Feng Guang Precision (430510) - An Da Technology (830809) [2] - Additional companies in the index include: - Sen Xuan Pharmaceutical (830946) - Chuang Yuan Xin Ke (831961) - Ao Di Wei (832491) - Na Ke Nuo Er (832522) - De Yuan Pharmaceutical (832735) [2][3] Group 2: Reserve List - The reserve list for the Bei Zheng 50 Index (899050) includes: - Jia Xian Co., Ltd. (920489) - Lei Shen Technology (872190) - Hui Feng Diamond (839725) - Lian Di Information (839790) - Yun Li Wu Li (872374) [3]