开源证券昨日发布研报《并行科技(920493)：股权激励落地锚定成长智算云业务同比增长151%铸就AI 算力》，研究员为诸海滨。研报称，受股权激励对公司费用影响，维持2025年，下调2026-2027年盈利 预测，预计2025-2027年归母净利润为25/35/49(原54/92)百万元，对应EPS分别为0.41/0.59/0.82元/股，当 前股价对应PS分别为10.4/8.7/7.6倍，看好公司算力服务核心竞争力，维持"增持"评级。 中国经济网北京1月13日讯并行科技(920493.BJ)今日收报164.98元，跌幅11.78%。 ...

Group 1 - The company announced the approval of multiple proposals during the third temporary meeting of the fourth board of directors [2] - The proposals include matters related to the company and the identification of core employees [2]

Group 1 - The company, Binhang Technology, announced that it will hold its second extraordinary general meeting of shareholders for 2026 on January 26, 2026 [1]

Core Viewpoint - The company, Bianhang Technology, announced the approval of procurement contracts for CPU and GPU computing power servers during its first extraordinary shareholders' meeting of 2026 [2] Group 1 - The company plans to sign a contract for the procurement of CPU computing power servers and associated IT equipment [2] - The company also intends to sign a contract for the procurement of GPU computing power servers [2]

Core Viewpoint - The company, Binhang Technology, announced the approval of a proposal to hold the first extraordinary general meeting of shareholders in 2026 during the second temporary meeting of its fourth board of directors [2] Group 1 - The board of directors convened a temporary meeting to discuss important company matters [2] - The proposal for the extraordinary general meeting was a key agenda item during the meeting [2]

Core Viewpoint - The company is planning to procure CPU and GPU computing servers along with related IT equipment, indicating a strategic move to enhance its computing resources for service provision [1] Group 1: Procurement Details - The company intends to purchase CPU computing servers and associated switches and memory from Longsi Cloud (Beijing) Technology Co., Ltd. with a total contract amount not exceeding 28 million yuan [1] - Additionally, the company plans to acquire GPU computing servers from Chaoronghe (Shanghai) Technology Co., Ltd. with a contract amount not exceeding 10.89 million yuan [1] Group 2: Strategic Importance - The establishment of a self-owned computing resource pool through these purchases is deemed essential for the company's core business operations and service offerings [1]

Core Viewpoint - The rapid development of artificial intelligence large models is highlighted, with a focus on the importance of Token generated by computing power rather than direct computing operations [1] Company Strategy - The establishment of a new entity in Wuhan by Parallel Technology, focusing on MaaS (Model as a Service) and computing power operations, signifies a strategic shift from basic computing supply to application service layers [1] - The new company will primarily offer Token output and computing power operations, aiming to assist users in efficiently and cost-effectively accessing large model capabilities [1]

（文章来源：证券日报） 证券日报网讯 12月16日晚间，并行科技发布公告称，公司于 2025 年 12 月 15 日接到立信通知，因其工 作调整，公司 2025 年度财务报告及内部控制审计项目质量控制复核人由周兰更女士调整为郑飞先生。 ...

Core Insights - The Qingdao Intelligent Computing Center was launched in a significant event held in Qingdao, showcasing collaboration among government, enterprises, and academia in the field of computing power services [2][4] - The center is positioned as a strategic-level artificial intelligence infrastructure aimed at fostering a model of cooperation between government and enterprises, injecting new momentum into the regional digital economy [4] Group 1 - The center features a "3000-card high-performance GPU computing resource pool," providing robust computing support for research and enterprise development, with a technical advantage of 1ms ultra-low latency in the Jiaodong Peninsula [6] - The launch event included a demonstration of the computing resource pool and discussions on local enterprise computing power incentives and government subsidy policies [6] - Qingdao Unicom and Parallel Technology have jointly donated computing power to Ocean University of China for marine observation data processing and climate model development, supporting marine research and talent cultivation [6] Group 2 - The successful launch of the event not only showcased the service capabilities of Qingdao Intelligent Computing Center but also established a solid bridge for collaboration among government, enterprises, and academia [8] - Qingdao Unicom and Parallel Technology plan to continue enhancing the local computing infrastructure network, providing better networks, more efficient computing power, and attentive services to drive industrial digital transformation in Qingdao and the province [8]

Core Viewpoint - The marine sector is undergoing a transformative shift due to the integration of high-performance computing and artificial intelligence, enhancing marine safety, resource development, and environmental governance [1] Group 1: Industry Challenges - The marine field faces inherent barriers in technology integration, as AI relies on mathematical logic while marine science emphasizes precise physical phenomena [1] - The demand for computational power in marine big models for forecasting and environmental analysis is increasing, necessitating tailored computational service models [1][3] Group 2: MaaS Solution - The MaaS (Model as a Service) solution by the company addresses industry pain points by standardizing AI models into cloud services, allowing users to access models via API without the need for training or maintenance [2] - The MaaS platform integrates various leading models to support marine forecasting, with expectations for the deployment of numerous specialized big models in the future [2] Group 3: Computational Support - The company has established a robust computational network with over 45 intelligent computing centers and 15 supercomputing centers, boasting a total scheduling capacity exceeding 2 million CPU cores and over 50,000 GPUs [3] - Customized computational solutions are provided based on the specific characteristics of different marine scenarios, ensuring optimal cost-effectiveness for users [3] Group 4: Market Growth Potential - The market potential for MaaS in the marine sector is significant, with IDC predicting that the volume of public cloud big model calls in China will reach 536.7 trillion tokens by the first half of 2025 [4] - The integration of AI is expected to drive a high growth rate in the marine MaaS business over the next 3-5 years, emphasizing cost reduction and efficiency improvement [4] Group 5: Future Developments - The company plans to enhance the ecological architecture of its new computational base, optimizing resource scheduling and compliance detection across various layers [5] - A hybrid deployment model combining public and private clouds will be developed to ensure effectiveness, cost optimization, and data security [5]