并行科技：拟1.35亿元购买AI算力服务器及相关设备 智通财经7月14日电，并行科技公告，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1.26亿元。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400万元和580万元。上述固定资产采购合同合计金额不超过1.35亿元。 ...

并行科技公告，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1.25亿元。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1.35亿元。 ...

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 ...

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].