证券代码：839493 证券简称：并行科技 公告编号：2025-106 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 □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 与上游算力供应商（各类超算/智算中心、电信运营商及其他厂商）签订算力资 源采购协议，通过对接调试将其算力资源纳入公司超算云平台，并根据下游客户 的需求量提供服务的形式；共建模式是指公司采购算力服务器、存储及网络设施 等，租赁和使用数据中心相关设施形成计算集群，并为下游客户提供公司自有算 力的形式。 √特定对象调研 二、 投资者关系活动情况 活动时间：2025 年 7 月 29 日 活动地点：公司会议室 参会单位及人员：中邮证券 上市公司接待人员：董事会秘书师健伟先生 三、 投资者关系活动主要内容 公司就投资者普遍关注的问题进行沟通交流，主要问题及回复情况如下： 问题 1、请介绍公司算力资源建设运营合作模式 回答：公司主要通过共建 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-105 北京并行科技股份有限公司 关于募集资金投资项目结项并将 节余募集资金永久补充流动资金的公告 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。 北京并行科技股份有限公司（以下简称"公司"）2021年第二次定向发行股 票募集资金投资项目及 2023 年向不特定合格投资者公开发行股票募集资金投资 项目之"超算云算力网络平台建设项目"（以下统称"募投项目"）已达到预定 可使用状态，公司将该募投项目予以结项，具体情况公告如下： 一、募集资金基本情况 公司自新三板挂牌及北京证券交易所上市以来，共进行过七次股票发行， 前五次股票发行募集资金已分别于 2019 年 11 月 4 日、2019 年 11 月 6 日、2020 年 8 月 7 日、2021 年 8 月 31 日和 2022 年 3 月 7 日使用完毕，募集资金账户分别 于 2019 年 11 月 4 日、2019 年 11 月 6 日、2020 年 11 月 16 日、2021 年 8 ...

新京报贝壳财经讯（记者黄鑫宇）今年春节期间DeepSeek推出的DeepSeek-V3及推理版本 R1火爆出 圈，其以仅600万美元的训练成本达到与OpenAI媲美的性能，成本优势显著。在此带动下，A股市场算 力板块大幅飙升。被称为"北交所算力服务第一股"的并行科技（即北京并行科技股份有限公司； 839493.BJ），在2月中更是创下10个交易日里涨幅接近4倍的纪录。 半年报显示，2025年5月27日，并行科技与阿里云在北京正式签署框架合作协议，双方将围绕国产算力 中心共建、公共云算力生态打造、大模型行业应用落地三大方向展开深度合作，联合推动国产化算力基 础设施创新与人工智能技术在科研、教育及产业场景的规模化落地，共同探索算力普惠与AI协同的新 生态。 公开资料显示，并行科技成立于2007年，于2023年11月登陆北交所，是全A股市场中首家提供专业算力 服务的上市公司。今年一季度，并行科技实现营业收入1.98亿元，同比增长51.68%；实现归母净利润约 为359.40万元，同比增长43.77%。 另一方面，半年报显示，截至2025年6月末，并行科技的资产负债率（合并）为78.37%，较上年同期的 69.56% ...

Core Viewpoint - The report highlights the significant revenue growth of Parallel Technology, driven by its intelligent computing cloud services, with a projected revenue increase of 69% year-on-year for the first half of 2025, supported by strategic collaborations and advancements in AI integration [1][4]. Financial Performance - In H1 2025, the company achieved revenue of 458 million yuan (yoy +69%), with a net profit of 5.08 million yuan (yoy +20%) and a net cash flow from operating activities of 39.26 million yuan (yoy +323%) [1]. - For Q2 2025, revenue reached 259 million yuan (yoy +86% / qoq +31%), with a net profit of 1.48 million yuan [1][2]. Business Segments - The company reported revenue from its four main business segments: computing power services (441.72 million yuan, yoy +71%), supercomputing cloud system integration (10.23 million yuan, yoy +121%), supercomputing software and technical services (5.69 million yuan), and other services (0.03 million yuan) [2]. - The intelligent computing cloud service segment alone generated 264.63 million yuan, reflecting a year-on-year growth of 175% [2]. Strategic Collaborations - Parallel Technology signed a framework cooperation agreement with Alibaba Cloud to enhance domestic computing power infrastructure and promote AI technology applications across various sectors [3]. - The company's MaaS platform has integrated the Zhiyu GLM-Z1 series inference models, aiming to provide efficient and cost-effective solutions for clients [3]. Industry Trends - The intelligent computing power scale in China is projected to reach 725.3 EFLOPS in 2024, with a year-on-year growth of 74.1%, driven by the national "East Data West Computing" initiative [4]. - The report anticipates that by 2025, the general computing power scale will reach 85.8 EFLOPS, while intelligent computing power is expected to grow to 1,037.3 EFLOPS, marking a 43% increase [4]. Profit Forecast - The company forecasts net profits of 24 million yuan, 36 million yuan, and 48 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 0.40, 0.61, and 0.80 yuan per share [5].

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company's revenue in H1 2025 reached 458 million yuan, representing a year-on-year increase of 69%. The growth was driven by the high increase in intelligent computing cloud services, which saw a 175% year-on-year growth [6][9] - The company has signed a framework cooperation agreement with Alibaba Cloud to enhance AI technology accessibility through the integration of the GLM-Z1 series inference models into its MaaS platform [6][7] - The "Parallel Computing Network" is expected to support the national "East Data West Computing" strategy, with the intelligent computing scale projected to reach 725.3 EFLOPS in 2024, a year-on-year increase of 74.1% [7] Financial Performance Summary - In H1 2025, the company achieved a net profit of 5.08 million yuan, a year-on-year increase of 20%, and a net cash flow from operating activities of 39.26 million yuan, up 323% year-on-year [6] - Revenue projections for 2025 are estimated at 863 million yuan, with a year-on-year growth rate of 31.86% [8] - The company is expected to achieve net profits of 24 million yuan in 2025, with corresponding EPS of 0.40 yuan per share [9]

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC2025) highlighted the importance of user-centric computing power services and the mismatch in the current market for computing power [1] Group 1: Industry Insights - The chairman of Parallel Technology, Chen Jian, emphasized that having computing power does not guarantee sales, indicating a significant mismatch in the market [1] - Parallel Technology differentiates between computing power services and computing power leasing, with the former focusing on business needs rather than the specifics of computing power [1] - The long-term goal of Parallel Technology is to provide on-demand computing power, ensuring users do not need to consider the location of the computing resources when they require them [1]

Summary of Key Points Core Viewpoint - As of July 28, 22 companies have released their semi-annual reports for 2025, with 17 reporting year-on-year profit growth and 15 showing revenue growth, indicating a positive trend in the market despite some companies facing declines in profits and revenues [1][2]. Group 1: Profit and Revenue Performance - 17 companies reported a year-on-year increase in net profit, while 5 experienced a decline [1]. - 15 companies saw a year-on-year increase in operating revenue, with 7 reporting a decrease [1]. - Companies with simultaneous growth in both net profit and operating revenue include 13 firms, such as Zhimingda [1]. - Companies with declines in both metrics include 3 firms, such as Zhongyan Chemical [1]. Group 2: Notable Performers - Zhimingda reported the highest profit growth rate at 2147.93%, with a net profit of 38.30 million and operating revenue of 294.76 million [1]. - Other notable companies with significant profit growth include: - Tongzhou Electronics: 662.77% increase in net profit [1]. - Wohua Pharmaceutical: 303.16% increase in net profit [1]. - Shentong Technology: 111.09% increase in net profit [1]. - Companies with a profit decline include: - Yaxiang Group: -32.20% in net profit [2]. - Haitong Development: -64.14% in net profit [2]. - Zhongyan Chemical: -88.04% in net profit [2]. Group 3: Revenue Changes - Zhimingda also reported an 84.83% increase in operating revenue [1]. - Tongzhou Electronics experienced a 606.52% increase in operating revenue [1]. - Companies with revenue declines include: - Yaxiang Group: -40.95% in operating revenue [2]. - Zhongyan Chemical: -5.76% in operating revenue [2].

Core Insights - The company, Parallel Technology, reported significant growth in its 2025 semi-annual report, with operating revenue reaching 458 million yuan, a year-on-year increase of 69.3% [1] - The net profit attributable to shareholders was 5.08 million yuan, up 20% year-on-year, while the net profit after deducting non-recurring gains and losses was 4.51 million yuan, reflecting a 19.5% increase [1] - The basic earnings per share were 0.09 yuan, representing a year-on-year growth of 28.57%, and the net operating cash flow was 39.26 million yuan, up 323% [1] Business Development - The company focuses on computing power services as its core business, deepening collaborations with various computing resource providers, including national supercomputing centers and telecom operators [2] - It aims to expand its computing resource pool through joint cluster construction, providing secure, user-friendly, and cost-effective supercomputing cloud services to support China's scientific research [2] - The company enhances its infrastructure design and implementation capabilities for large-scale training scenarios, optimizing support library components to deliver high-performance computing power [2] Strategic Partnerships - On May 27, the company signed a framework cooperation agreement with Alibaba Cloud to jointly develop domestic computing power centers and create a public cloud computing ecosystem [3] - The collaboration focuses on the large-scale application of AI technologies in research, education, and industry, exploring new ecosystems for computing power accessibility and AI synergy [3] - The company also integrated the Zhiyu open-source GLM-Z1 series inference models into its MGaS platform to provide more efficient intelligent solutions [3] Asset Acquisition - The company announced plans to purchase AI computing power servers, storage, and switch equipment from Shandong Zhengyun Information Technology Co., Ltd., with a total procurement amount not exceeding 71.5 million yuan [4] - The acquisition is aimed at expanding the company's self-owned computing resource pool, with the equipment being essential for normal production operations [4]

证券代码：839493 证券简称：并行科技 公告编号：2025-082 北京并行科技股份有限公司内幕信息知情人登记管理制度 第二条 公司董事会秘书具体管理公司对外的信息披露及公司内幕信息的监 管工作。 当董事会秘书空缺期间，公司应当指定一名董事或者高级管理人员代行董事 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、 审议及表决情况 北京并行科技股份有限公司（以下简称"公司"）于 2025 年 7 月 24 日召开 第三届董事会第五十三次会议，审议通过《关于制定、修订及废止公司部分内部 管理制度的议案》之子议案《关于修订<内幕信息知情人登记管理制度>的议案》， 表决结果为：同意 9 票，反对 0 票，弃权 0 票。本议案无需提交股东会审议。 二、 制度的主要内容，分章节列示： 北京并行科技股份有限公司 内幕信息知情人登记管理制度 第一章 总则 第一条 为进一步规范北京并行科技股份有限公司（以下简称"公司"）内幕 信息管理，加强内幕信息保密工作，维护公司信息披露的公开、公平、公正原则， 保护广大投资者 ...

证券代码：839493 证券简称：并行科技 公告编号：2025-074 北京并行科技股份有限公司总经理工作细则 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、 审议及表决情况 北京并行科技股份有限公司（以下简称"公司"）于 2025 年 7 月 24 日召开 第三届董事会第五十三次会议，审议通过《关于制定、修订及废止公司部分内部 管理制度的议案》之子议案《关于修订<总经理工作细则>的议案》，表决结果为： 同意 9 票，反对 0 票，弃权 0 票。本议案无需提交股东会审议。 二、 制度的主要内容，分章节列示： 北京并行科技股份有限公司 （二）因贪污、贿赂、侵占财产、挪用财产或者破坏社会主义市场经济秩序， 被判处刑罚，或者因犯罪被剥夺政治权利，执行期满未逾 5 年，被宣告缓刑的， 自缓刑考验期满之日起未逾 2 年； （三）担任破产清算的公司、企业的董事或者厂长、总经理，对该公司、企 业的破产负有个人责任的，自该公司、企业破产清算完结之日起未逾 3 年； （四）担任因违法被吊销营业执照、责令关闭的公司、 ...