证券代码：920493 证券简称：并行科技 公告编号：2025-139 北京并行科技股份有限公司 关于审计机构变更质量控制复核人的公告 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"）于 2025 年 4 月 24 日召开第 三届董事会第五十一次会议、第三届董事会审计委员会第七次会议和第三届监事 会第三十三次会议，于 2025 年 5 月 27 日召开 2024 年年度股东会，审议通过《关 于续聘 2025 年度审计机构的议案》，同意公司续聘立信会计师事务所（特殊普通 合伙）（以下简称"立信"）为公司 2025 年度审计机构，开展 2025 年度审计工作。 具体内容详见公司分别于 2025 年 4 月 28 日、2025 年 5 月 27 日在北京证券交易 所官网（http://www.bse.cn/）披露的公告《拟续聘 2025 年度会计师事务所公告》 （公告编号：2025-042）、《2024 年年度股东会决议公告》（公告编号：2025-057）。 一、本 ...

北京并行科技股份有限公司 关于购买资产的进展公告 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、购买资产基本情况 证券代码：920493 证券简称：并行科技 公告编号：2025-140 北京并行科技股份有限公司（以下简称"公司"）于 2025年 9月 22日召开 第三届董事会第五十四次临时会议，审议通过《关于公司拟签订 AI 算力服务器 及配套服务器主机设备采购合同的议案》，公司向绵存（浙江）科技有限公司、 浙江天极集成电路技术有限公司采购 AI 算力服务器及配套服务器主机设备采购， 并签署相关采购合同，采购合同总金额预计不超过人民币 11,338.98 万元。具体 内容详见公司于 2025 年 9 月 22 日在北京证券交易所官网（http://www.bse.cn/） 披露的公告《购买资产的公告》（公告编号：2025-112）。 二、购买资产进展情况 2025年12月15日，公司全资子公司青岛并行科技有限公司与绵存（浙江） 科技有限公司签署采购合同，向其采购服务器主机设备和 GPU 显卡，合同 ...

Group 1 - The report highlights the release of GPT-5.2 by OpenAI on December 11, 2025, which has shown significant improvements in various professional tasks, including financial modeling and data analysis, achieving 70.9% performance at or above expert levels in GDPval testing [12][19] - The report identifies 26 AI-related companies listed on the Beijing Stock Exchange, with a total market capitalization of 94.933 billion yuan as of December 12, 2025, including notable companies such as Parallel Technology and Kaite Co., Ltd [19][20] - Parallel Technology (920493.BJ) is recognized as a leading provider of supercomputing cloud services, reporting a revenue increase of 69.25% and a net profit increase of 178.80% for Q1-Q3 2025 [21][24] Group 2 - The report indicates that five major industries on the Beijing Stock Exchange experienced average gains, with the high-end equipment sector seeing a median P/E ratio rise to 36.4X and the chemical new materials sector experiencing a median P/E ratio drop to 38.8X [3][29] - The technology new industry sector, comprising 154 companies, saw a median P/E ratio increase from 40.5X to 42.0X, with a total market capitalization growth from 454.282 billion to 469.819 billion yuan [4][48] - The report notes that the electronic industry sector's median P/E ratio rose to 48.6X, with significant stock price increases for companies such as Chicheng Co., Ltd and Caneng Electric [57][62] Group 3 - The report mentions that Kaite Co., Ltd (920978.BJ) has signed a strategic agreement with Guangzhou Haote to develop products related to the data center industry, achieving a revenue of 796 million yuan and a net profit of 130 million yuan for Q1-Q3 2025 [25][27] - The report outlines the average weekly performance of various sectors, with the chemical new materials sector showing a weekly increase of 4.29% and the medical and biological sector's median P/E ratio rising to 34.5X [3][40] - The report highlights the announcement of Audiwei's plan to invest approximately 54.8 million USD in a new factory in Malaysia, focusing on smart sensors and actuators [65]

Core Insights - As of December 1, the total margin financing and securities lending balance on the Beijing Stock Exchange reached 7.569 billion yuan, an increase of 41.95 million yuan from the previous trading day, marking a continuous increase for three consecutive trading days [1] - The stocks with the highest margin financing balances include Jinbo Biological, Shuguang Digital Innovation, and Betterray, with latest financing balances of 412 million yuan, 346 million yuan, and 309 million yuan respectively [1] - A total of 112 stocks on the Beijing Stock Exchange received net margin purchases on December 1, with 34 stocks having net purchases exceeding 1 million yuan, led by Fujida with a net purchase of 18.5751 million yuan [1] Industry Analysis - The industries with the highest concentration of stocks receiving net margin purchases exceeding 1 million yuan include computer, machinery equipment, and electronics, each with 5 stocks listed [2] - On December 1, stocks with net margin purchases exceeding 1 million yuan had an average increase of 2.69%, with the top gainers being Zecheng Electronics, Zhixin Electronics, and Xingtou Measurement Control, which rose by 12.42%, 8.81%, and 8.22% respectively [2] - The average turnover rate for stocks with net margin purchases exceeding 1 million yuan on December 1 was 4.13%, with the highest turnover rates recorded for Dapeng Industrial, Tianrun Technology, and Xingtou Measurement Control at 42.09%, 32.53%, and 23.28% respectively [2] Stock Performance - The stocks with the largest increases in margin financing balances on December 1 include Fujida, Nacono, and Xingtou Measurement Control, with increases of 18.5751 million yuan, 14.5439 million yuan, and 7.9985 million yuan respectively [3] - The stock performance on December 1 showed that Fujida increased by 3.84%, while Nacono decreased by 4.47% [3] - Other notable stocks with significant margin financing increases include Haixi Communications, Zicheng Electronics, and Parallel Technology, with respective increases of 7.2066 million yuan, 6.7481 million yuan, and 5.4995 million yuan [3]

证券代码：920493 证券简称：并行科技 公告编号：2025-137 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 □其他 二、 投资者关系活动情况 活动时间：2025 年 11 月 19 日（星期三）15:00-16:00 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参加公司 2025 年第三季度业绩说明会的投 资者 上市公司接待人员：公司董事长、总经理：陈健先生；公司董事、副总经理、 财务负责人：乔楠先生；公司董事会秘书：师健伟先生；保荐机构中金公司：倪 佳伟先生、保荐代表人张伟健先生 三、 投资者关系活动主要内容 □现场参观 □新闻发布会 □分析师会议 □路演活动 本次业绩说明会公司就投资者关心的问题进行了沟通交流，主要问题及回复 如下： 问题 1、请对公司相关产业链进行分析及公司主要客户稳定性如何？ 回答：尊敬的投 ...

证券代码：920493 证券简称：并行科技 公告编号：2025-136 一、 减持主体的基本情况 注 1、公司股东吕大龙先生、西藏龙芯投资有限公司、清控银杏南通创业投资基 金合伙企业（有限合伙）和银杏华清投资基金管理（北京）有限公司互为一致行 动人，其合计拥有权益的股份占公司已发行股份的比例为 17.3815%。本次拟减 持公司股份的主体为清控银杏南通创业投资基金合伙企业（有限合伙）、银杏华 清投资基金管理（北京）有限公司。 注 2、公司此前已经对本次减持计划进行了首次披露，具体内容详见公司于 2025 年 10 月 27 日在北京证券交易所信息披露平台（http://www.bse.cn）上披露的《股 东拟减持股份的预披露公告》（公告编号：2025-124）。 | 股东名称 | 计划减持数量 | 计划减持数量 占总股本比例 | | 减持 | 减持 | 减持价格区间 | 拟减持股份来 | 拟减持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | （股） | （%） | | 方式 | 期间 | | 源 | 原因 | | 清控银杏南通创 业 ...

证券代码：920493 证券简称：并行科技 公告编号：2025-135 北京并行科技股份有限公司 2025 年第三季度业绩说明会预告公告 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、 说明会类型 北京并行科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日在 北京证券交易所指定信息披露平台（http://www.bse.cn）披露了《2025 年三季度 报告》（公告编号：2025-126）。为便于广大投资者更加全面深入地了解公司 2025 年三季度经营业绩的具体情况，公司定于 2025 年 11 月 19 日（星期三）15:00-16:00 通过全景网"投资者关系互动平台"（https://ir.p5w.net）举办公司 2025 年第三季度 业绩说明会，与投资者进行沟通和交流，广泛听取投资者的意见和建议。 二、 说明会召开的时间、地点 公司董事、副总经理、财务负责人：乔楠先生 （一）会议召开时间：2025 年 11 月 19 日（星期三）15:00-16:00。 （二）会 ...

Real Estate - The real estate sector has seen a decline of 0.2% this week, with new home transactions in 42 key cities totaling 1.54 million square meters, a month-on-month decrease of 38.7% [2] - The government has launched a plan to develop smart cities, aiming to establish over 50 fully digital transformation cities by the end of 2027 [2][10] - Various local policies are being implemented, such as Shenzhen's support for converting idle non-residential properties into affordable rental housing [2][10] Transportation - The express delivery sector is experiencing strong demand, with the National Postal Bureau emphasizing the need to combat "involution" competition [14][25] - Shentong has completed the acquisition of Danbird Logistics, which is expected to enhance its market share and service capabilities [15][25] - The shipping industry is benefiting from improved Sino-US trade relations, with expectations of increased demand for Panamax bulk carriers [16] Pharmaceuticals - Haitai New Light reported a significant revenue increase of 40.47% year-on-year for the first three quarters of 2025, driven by strong demand for medical endoscopes and optical products [29][30] - The company has a backlog of orders worth approximately 300 million yuan from US clients, indicating robust market demand [30] - The gross profit margin has steadily improved, reaching 66.55%, supported by the transition of production capacity to Thailand to mitigate tariff risks [31] Technology - Audiwei has achieved a revenue growth of 12% year-on-year for the first three quarters of 2025, with plans for H-share financing to enhance overseas expansion [33][34] - The company is benefiting from the upgrade of intelligent driving systems, which is increasing demand for its ultrasonic sensors [34][35] - Parallel Technology has reported a 69% year-on-year revenue increase, driven by its collaboration with Alibaba Cloud to promote domestic computing power and AI technology [37][38]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company achieved a year-on-year turnaround in performance for Q3 2025, collaborating with Alibaba Cloud to promote domestic computing power and AI technology across multiple scenarios [5] - The company is expected to provide flexible and customized cloud computing services to emerging technology enterprises and traditional industries, benefiting from national development priorities [6] - The company is positioned to expand its market share amid the domestic computing power replacement trend, leveraging its resource integration capabilities and technological advantages [8] Financial Performance Summary - For Q1-Q3 2025, the company reported revenue of 734 million yuan (up 69% year-on-year) and a net profit attributable to shareholders of 8.41 million yuan (up 179% year-on-year) [8] - The company’s revenue for Q3 2025 was 276 million yuan (up 69% year-on-year and up 7% quarter-on-quarter), with a net profit of 3.33 million yuan (up 124% quarter-on-quarter) [8] - The company’s fixed assets increased by 32% year-on-year to 1.11 billion yuan, indicating a rapid growth in computing power resources to meet market demand [8] Earnings Forecast and Valuation - The forecasted net profits for the company from 2025 to 2027 are 24 million yuan, 36 million yuan, and 48 million yuan, respectively, corresponding to price-to-sales ratios of 10, 8, and 6 times [6] - The projected revenue growth rates for 2025 to 2027 are 31.86%, 29.27%, and 22.28%, respectively [9] - The company is expected to achieve a return on equity (ROE) of 10.48% by 2027, with a gradual improvement in profitability metrics [9]

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 所上市公司持续监管办法（试行）》等相关法律法规的要求，符合公司和全体股东的利 益，不存在损害中小股东利益的情形。公司本次提供担保事项的信息披露真实、准确、 完整，不会对公司的财务状况及生产经营带来不利影响，不存在损害公司和全体股东利 益的情况，不存在其他未披露重大风险内容。 综上，保荐机构对并行科技本次向全资子公司提供担保事项无异议。 向全资子公司提供担保事项的核查意见 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》《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，对并行科技向全资子公司提供担保的事项进行了认真、审慎核查， 具体情况如下： 一、本次担保的基本情况 为满足公司战略规划和业务发展的资金需要，公司拟对全资子公司青岛并行科技有 限公司向中国银 ...