证券代码：839493 证券简称：并行科技 公告编号：2024-130 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"）拟向超融核（上海）科技有 限公司、深圳市麦芒智讯科技有限公司采购 AI 算力服务器，并签署相关采购合 同，采购合同总金额预计不超过人民币 2,956.60 万元。公司拟向安擎（天津）信 息技术有限公司采购存储设备，采购合同总金额预计不超过人民币 299.91 万元。 以上固定资产采购金额合计不超过人民币 3,256.51 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（试行）》第八条规定，公司据经营所需购置相关算力设备资 产的交 ...

证券代码：839493 证券简称：并行科技 公告编号：2024-129 北京并行科技股份有限公司 第三届董事会第四十四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：2024 年 11 月 15 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：2024 年 11 月 12 日以书面方式发出 5.会议主持人：董事长陈健先生 （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 算力服务器和存储设备采购合同的议案》 1.议案内容： 基于公司业务发展需要，公司拟向超融核（上海）科技有限公司、深圳市麦 芒智讯科技有限公司采购 AI 算力服务器，并签署相关采购合同，采购合同总金 额预计不超过人民币 2,956.60 万元。公司拟向安擎（天津）信息技术有限公司采 购存储设备，采购合同总金额预计不超过人民币 29 ...

向控股子公司提供担保事项的核查意见 公司分别于 2024 年 6 月 5 日和 2024 年 6 月 24 日召开第三届董事会第三十八次会 议和 2024 年第五次临时股东大会，审议通过《关于公司拟为控股子公司申请银行授信 提供担保的议案》，同意公司为其控股子公司北京北龙超级云计算有限责任公司（以 下简称"北龙超云"）向北京银行中关村分行（以下简称"北京银行"）申请授信提 供连带责任保证担保。 根据北京银行审批情况，北龙超云原计划向北京银行申请授信的产品、贷款期限 和年利率发生变化，北龙超云拟向北京银行申请授信的主要信息如下： 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 中国国际金融股份有限公司（以下简称"保荐机构"）作为北京并行科技股份有限 公司（以下简称"并行科技"或"公司"）向不特定合格投资者公开发行股票并在北京 证券交易所上市的保荐机构，对并行科技履行持续督导义务。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（试行）》《北京证券交易所上市公司 持续监管办法（试行）》《北京证券交易所证券发行上市保荐业务管理细则》等相关法 律、法规和规范性文件的规定，对并行科技控股子公司 ...

证券代码：839493 证券简称：并行科技 公告编号：2024-128 北京并行科技股份有限公司股票解除限售公告 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、本次股票解除限售数量总额为 6,450,000 股，占公司总股本 11.0768%，可 交易时间为 2024 年 11 月 13 日。 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否为控 股股东、 | 董事、监 | | 本次解除 | 本次解除 | 尚未解 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 股东姓名或名 | | 事、高级 | 本次解限 | | 限售股数 | 除限售 | | 号 | 称 | 实际控制 | 管理人员 | 售原因 | 限售登记 | 占公司总 | 的股票 | | | | 人或其一 | 任职情况 | | 股票数量 | 股本比例 | 数量 | | | | 致行动人 | | | | | | | | 清控银杏南通 | | | E 公开发 行前特 ...

证券代码：839493 证券简称：并行科技 公告编号：2024-128 北京并行科技股份有限公司股票解除限售公告 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、本次股票解除限售数量总额为 6,450,000 股，占公司总股本 11.0768%，可 交易时间为 2024 年 11 月 13 日。 C 自愿限售解除限售 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否为控 股股东、 | 董事、监 | | 本次解除 | 本次解除 | 尚未解 | | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | 股东姓名或名 | | 事、高级 | 本次解限 | | 限售股数 | 除限售 | | 号 | 称 | 实际控制 | 管理人员 | 售原因 | 限售登记 | 占公司总 | 的股票 | | | | 人或其一 | | | 股票数量 | | | | | | | 任职情况 | | | 股本比例 | 数量 | | | | 致行动人 | | | | | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's AI cloud business is experiencing rapid growth, with a 105.8% year-on-year increase in net profit attributable to the parent company in Q3 2024 [1][2] - The company achieved a revenue of 434 million yuan in the first three quarters of 2024, representing a 30.35% increase, and a net profit of 3.0158 million yuan [2] - The report maintains profit forecasts for 2024-2026, expecting net profits of -15 million yuan, 15 million yuan, and 54 million yuan respectively, with corresponding EPS of -0.25, 0.26, and 0.93 yuan [2] Financial Performance - In H1 2024, the AI cloud business line's gross margin increased by approximately 12 percentage points compared to 2023, with a 64.27% year-on-year revenue growth in supercomputing cloud services [3] - The company's R&D expenses for the first three quarters of 2024 were 25.8649 million yuan, accounting for 5.96% of revenue [4] - The company has a total market capitalization of 3.977 billion yuan and a circulating market capitalization of 1.775 billion yuan [2] Market Outlook - The supercomputing cloud service market in China is projected to grow from 2.07 billion yuan in 2021 to 11.19 billion yuan by 2025, with a compound annual growth rate (CAGR) of 52.4% [3] - The company's "Sanhai Plan" phase II is set to accommodate up to 100,000 computing units, enhancing its capacity for high-performance computing [4]

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Views - The company's Q3 2024 results are in line with expectations, with Q1-Q3 revenue reaching 430 million yuan, a year-on-year increase of 30.4%, and net profit attributable to the parent company of 3.016 million yuan, a year-on-year increase of 105.8% [1] - The company is expected to benefit directly from the growth in computing power demand in the AI Agent era, particularly due to the launch of AutoGLM by Zhipu AI, which could drive a significant increase in inference-side computing power demand [2] - The company's gross profit margin for Q1-Q3 2024 is 32.8%, an increase of 7.4 percentage points year-on-year, with the gross profit margin of its supercomputing cloud services reaching 33.1%, up 4.8 percentage points year-on-year [3] Financial Performance - The company's Q3 2024 revenue is 160 million yuan, a year-on-year increase of 25.4%, and a quarter-on-quarter increase of 16.9% [1] - The company's net profit for Q3 2024 is -1.215 million yuan, a year-on-year increase of 90.0%, but a quarter-on-quarter decrease of 170.2% [1] - The company's net profit for Q3 2024 is 823,000 yuan, but after deducting minority interests of 2.037 million yuan, the net profit attributable to the parent company shows a loss [1] Industry and Market Trends - The company is positioned to benefit from the rapid growth in the AI cloud market, with its supercomputing cloud services expected to grow at a rate of 55.0% in 2024, 50.6% in 2025, and 39.9% in 2026 [10] - The company's AI cloud business is expected to grow at a rate of 96.8% in 2024, 49.1% in 2025, and 39.7% in 2026 [9] Profitability and Cost Management - The company's gross profit margin for its supercomputing cloud services is expected to increase to 37.0% in 2024, 37.0% in 2025, and 37.0% in 2026 [9] - The company's operating expense ratio for Q1-Q3 2024 is 31.2%, a decrease of 8.5 percentage points year-on-year, with significant reductions in sales and administrative expenses [3] Future Projections - The company's net profit attributable to the parent company is projected to be 0.72 million yuan in 2024, 17.46 million yuan in 2025, and 64.62 million yuan in 2026, with year-on-year growth rates of 100.9%, 2334.4%, and 270.1% respectively [3] - The company's PS ratio is expected to be 6x in 2024, 4x in 2025, and 3x in 2026 [3]

Group 1: Investor Relations Activity - The investor relations activity was conducted online on October 28, 2024, with participation from various securities and asset management firms [2] - The company representatives included the Chairman, General Manager, and Board Secretary [2] Group 2: Domestic Computing Chip Usage - Over 80% of computing resources can theoretically be replaced by domestic computing chips, but actual usage is significantly lower [3] - The company has successfully migrated a user to domestic computing chips, reducing costs to 80% of the original plan [3] Group 3: Client Base and Market Potential - The company serves over 300 research institutions, 400 universities, and 500 enterprises, indicating a broad client base [3] - Despite low current usage of domestic chips, the company anticipates accelerated adoption due to its extensive client network and technological advancements [3] Group 4: AI Cloud Computing Service Advantages - The company’s AI cloud computing services are built on IaaS and PaaS layers, providing tailored SaaS applications for various industries [4] - The company focuses on optimizing applications at multiple levels to enhance performance and user experience [4] Group 5: Resource Allocation and Revenue - The ratio of computing resources used for training versus inference is approximately 1:2, with training generating higher revenue [5] - The demand for inference computing is strong, while training demand from small to medium users remains high [6] Group 6: Collaboration and Market Expansion - The company collaborates with Zhiyuan, a key client, to provide AI computing and technical services [7] - Significant growth in the research user base in the new energy vehicle and intelligent driving sectors has been noted [8] Group 7: Cost and Profitability - The company utilizes both co-construction and external purchase models for computing resources, with co-construction yielding higher profit margins [9] - CPU resource utilization in co-construction mode exceeded 60%, while GPU utilization was around 80%-90% [11] Group 8: Project Implementation and Technical Advantages - The implementation of the "Supercomputing Cloud Computing Network Platform" project is progressing faster than planned due to increased GPU purchases [12] - The company’s core technical advantages include distributed supercomputing cluster operation, intelligent resource scheduling, and a leading SaaS service platform [13] Group 9: International Business Plans - The company has minimal overseas business income and does not own overseas assets [14]

Group 1 - The core viewpoint of the news highlights the significant rise in AI-related stocks, particularly those associated with the company Zhipu AI, which launched its autonomous intelligent agent AutoGLM [1] - Zhipu AI's AutoGLM can perform common mobile operations such as ordering food, liking posts, and purchasing train tickets without human intervention, and it is currently in the internal testing phase [1] - The agent is compatible with eight popular applications, including WeChat, Taobao, Meituan, and Xiaohongshu, covering essential daily online activities [1] Group 2 - The development of AI agents is expected to enhance their penetration rate, leading to increased deployment of mobile devices [2] - There is a noted slowdown in training computing power for large models like OpenAI's o1, which is anticipated to shift focus towards inference computing power, stimulating the development of significant AI applications [2] - The AI agent sector may experience its first wave of growth, drawing parallels to the internet's emergence in 1997, emphasizing the importance of infrastructure for AI inference computing and the future expansion of AI terminals and applications [2]

证券代码：839493 证券简称：并行科技 公告编号：2024-127 参会单位及人员：开源证券、中泰证券、长江证券、国投证券、东北证券、 第一创业证券、中信建投基金管理有限公司、上银基金管理有限公司、圆信永丰 基金管理有限公司、大成基金管理有限公司、长江养老保险股份有限公司、华宝 信托有限责任公司、犀牛投资、中大投资、乾和资产、望正资产、拓朴私募、泰 石投资、四海圆通、尚腾资本、行知创投、天猊投资、名禹资产、汇瑾资产、和 谐汇一、贵源投资、度势投资、冰河资产、方德投资、平安证券、鹏山资产、巨 鹿投资、进门财经、鸿运私募基金、锐誉进取私募、上海国际信托、鼎睿资产、 北京并行科技股份有限公司 投资者关系活动记录表 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、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 √路演活动 □其他 二、 投资者关系活动情况 活动时间：2024 年 10 月 28 日 16：00 活动地点：线上会议 晨鸣资产、贝寅资产 ...