Group 1 - The A-share cybersecurity sector experienced a volatile rebound, with notable stocks such as Digital Certification hitting a 20% daily limit increase [1] - Other companies that saw gains include Xiling Information, Haohan Depth, 360 Security Technology, Ruijie Networks, Huasheng Tiancai, and Feile Audio [1]

Investment Rating - The investment rating for the company is "Buy" indicating an expected return of over 10% relative to the CSI 300 index in the next six months [3][17]. Core Insights - The company focuses on AI computing infrastructure and application scenarios, leveraging Huawei's ecosystem and implementing a dual-track equity incentive strategy to tackle ICT challenges [1]. - The company is positioned in the forefront of generative AI, cloud-native technology, and intelligent data lakes, providing cloud computing solutions and digital services primarily to government, finance, telecommunications, and energy sectors [1]. - The revenue forecast for 2024 is 4.271 billion yuan, reflecting a year-on-year growth of 2.57%, continuing a trend of moderate recovery [1][11]. Revenue and Business Segments - The company's revenue is derived from two main segments: IT system solutions and cloud computing products and services [9][10]. - For IT system solutions, the revenue is projected to grow from 3.307 billion yuan in 2024 to 4.559 billion yuan by 2027, with a compound annual growth rate (CAGR) of approximately 8% [11]. - The cloud computing segment is expected to see slower growth, with revenues increasing from 912 million yuan in 2024 to 1.055 billion yuan by 2027, reflecting a CAGR of about 5% [11]. Financial Metrics - The company has a total market capitalization of approximately 11.853 billion yuan and a total share capital of 1.09649 billion shares [4]. - The price-to-earnings (P/E) ratio is reported at 34.80, and the price-to-book (P/B) ratio stands at 2.61, indicating a relatively high valuation compared to its book value [4]. - The net asset return rate is 3.26%, suggesting moderate profitability relative to equity [4]. Strategic Partnerships - The company has established deep collaborations with Huawei across various fields, including digital energy, smart cities, and intelligent computing centers, enhancing its service offerings [2]. - As a key partner of Baidu Smart Cloud, the company is actively promoting the commercialization of AI technologies [1]. Market Position and Future Outlook - The company is well-positioned to capitalize on the growing demand for AI computing power, with projections indicating that China's intelligent computing capacity will reach 1,037.3 EFLOPS by 2025, a 43% increase from 2024 [9]. - The company aims to enhance its service capabilities through strategic investments in emerging industries and continuous R&D efforts [9].

Core Insights - The 2025 World Artificial Intelligence Conference will be held in Shanghai from July 26 to 29, showcasing various AI applications by the company Huasheng Tiancai [1] - The company focuses on enterprise-level AI applications, promoting deep integration of AI in sales, management, and operations [1][2] Group 1 - The company will present its AI application achievements, including "Bid King 2.0," "Intelligent Contact Center," "Smart Park Solutions," and "One-stop AI Delivery Service" [1] - Huasheng Tiancai employs a full-stack delivery strategy based on "data + computing power + models + applications + scenarios + iteration," creating a diverse product system [1] - The "Bid King 2.0" solution enhances the entire bidding process, improving response efficiency and success rates in winning bids [1] Group 2 - The Intelligent Contact Center provides a 24/7 multilingual service system, accelerating global customer support and expanding overseas business [1] - The Smart Park Solutions aim to establish a low-carbon and efficient management paradigm for parks [1] - The company is committed to platform-based and customized AI delivery, helping clients quickly build "AI+" capabilities and achieve value transformation [2]

Core Viewpoint - The Supervisory Board of Beijing Huashengtiancheng Technology Co., Ltd. has reviewed and approved the draft of the 2025 first and second stock option incentive plans, confirming the company's eligibility to implement these plans [1][2]. Group 1: Eligibility and Compliance - The company meets the qualifications to implement the stock option incentive plans, as there have been no negative or unqualified audit opinions on the financial reports for the most recent accounting year [1]. - The incentive plan's initial grant recipients comply with the conditions set forth in relevant laws and regulations, excluding company supervisors, independent directors, and major shareholders [2]. - The formulation and review process of the incentive plans align with the Company Law, Securities Law, and other applicable regulations [2]. Group 2: Objectives and Benefits - The incentive plans aim to enhance the sense of responsibility and mission among key employees, contributing to the sustainable and healthy development of the company [2]. - The implementation of the stock option incentive plans is expected to benefit the company and all shareholders without causing any detriment [2].

Group 1 - The company is holding its first extraordinary general meeting of shareholders on August 12, 2025, at 13:30, with both on-site and online voting options available [1] - All registered shareholders have the right to attend the meeting and can appoint a proxy to vote on their behalf [1] - The meeting will discuss several proposals, including the first phase of the stock option incentive plan [2][3] Group 2 - The first proposal is about the draft of the 2025 first phase stock option incentive plan, aimed at establishing a long-term incentive mechanism to attract and retain talent [2][6] - The second proposal involves the implementation assessment management measures for the first phase stock option incentive plan [3][7] - The third proposal seeks authorization for the board to handle matters related to the first phase stock option incentive plan [4][8] Group 3 - The fourth proposal discusses the draft of the 2025 second phase stock option incentive plan, which also aims to enhance the long-term incentive mechanism [5][6] - The fifth proposal outlines the assessment management measures for the second phase stock option incentive plan [6][7] - The sixth proposal requests authorization for the board to manage matters related to the second phase stock option incentive plan [7][8]

证券代码：600410 证券简称：华胜天成 公告编号：2025-024 北京华胜天成科技股份有限公司 2025 年第二期股票期权激励计划（草案） 摘要公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 一、公司基本情况： （一）公司简介： 经营范围：许可项目：建筑智能化系统设计；建设工程施工；建设工程施工 （除核电站建设经营、民用机场建设）；建设工程设计；第一类增值电信业务； 1 股权激励方式：股票期权。 股份来源：公司向激励对象定向发行公司 A 股普通股股票。 股权激励的权益总数及涉及的标的股票总数：本激励计划拟授予的股票期权 数量为2,000.00万份，约占本激励计划草案公告时公司股本总额109,649.4683 万股的1.82%。其中，首次授予1,790.00万份，约占本激励计划草案公告时公 司股本总额的1.63%，约占本次授予权益总额的89.50%；预留210.00万份， 约占本激励计划草案公告时公司股本总额的0.19%，约占本次授予权益总额 的10.50%。 公司名称：北京华胜天成科技股份有限公司 ...

2025 年 7 月 华胜天成 2025 年第二期股票期权激励计划（草案） 证券简称：华胜天成 证券代码：600410 北京华胜天成科技股份有限公司 2025 年第二期股票期权激励计划 （草案） 北京华胜天成科技股份有限公司 华胜天成 2025 年第二期股票期权激励计划（草案） 声明 本公司及全体董事、监事保证本激励计划及其摘要不存在虚假记载、误导性 陈述或重大遗漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 特别提示 一、北京华胜天成科技股份有限公司 2025 年第二期股票期权激励计划（以 下简称"本激励计划"）系依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司股权激励管理办法》和其他有关法律法规、规范性文件，以及 《北京华胜天成科技股份有限公司章程》制订。 二、本激励计划采取的激励工具为股票期权。股票来源为公司向激励对象定 向发行的本公司人民币 A 股普通股股票。 三、本激励计划拟授予的股票期权数量为 2,000.00 万份，约占本激励计划草 案公告时公司股本总额 109,649.4683 万股的 1.82%。其中，首次授予 1,790.00 万 份，约占本激励计划草案公告时公 ...

注：1、上述任何一名激励对象通过全部在有效期内的股权激励计划获授的本公司股票 累计未超过本激励计划草案公告时公司股本总额的 1%。公司全部在有效期内的股权激励计 划所涉及的标的股票总数累计未超过本激励计划草案公告时公司股本总额的 10%。 2、本激励计划涉及的激励对象不包括公司独立董事、监事，也不包括单独或合计持有 上市公司 5%以上股份的股东或实际控制人及其配偶、父母、子女。 3、上表中部分合计数与各明细数直接相加之和在尾数上如有差异，是由于四舍五入所 造成。 一、总体情况 序号 姓名 职务 获授的股票期 权数量（万份） 占授予股票 期权总数的 比例 占公告日股 本总额的比 例 1 王维航 董事长兼总裁 200.00 10.00% 0.18% 2 连旭 董事 70.00 3.50% 0.06% 3 代双珠 董事兼副总裁 50.00 2.50% 0.05% 4 张亮 董事会秘书 30.00 1.50% 0.03% 5 张秉霞 财务总监兼副总裁 50.00 2.50% 0.05% 核心骨干人员（不超过 74 人） 1,358.00 67.90% 1.24% 首次授予股票期权数量合计（不超过 79 人） 1,75 ...

二、核心骨干人员名单 北京华胜天成科技股份有限公司 注：1、上述任何一名激励对象通过全部在有效期内的股权激励计划获授的本公司股票 累计未超过本激励计划草案公告时公司股本总额的 1%。公司全部在有效期内的股权激励计 划所涉及的标的股票总数累计未超过本激励计划草案公告时公司股本总额的 10%。 2、本激励计划涉及的激励对象不包括公司董事、监事，也不包括单独或合计持有上市 公司 5%以上股份的股东或实际控制人及其配偶、父母、子女。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 郭元星 | 核心骨干 | | 2 | 黄经 | 核心骨干 | | 3 | 裘伟红 | 核心骨干 | | 4 | 李庆国 | 核心骨干 | | 5 | 吴杰 | 核心骨干 | | 6 | 李子丹 | 核心骨干 | | 7 | 刘佩鑫 | 核心骨干 | | 8 | 马婷婷 | 核心骨干 | 北京华胜天成科技股份有限公司 2025 年第二期股票期权激励计划激励对象名单 一、总体情况 | | | | 获授的股票 | 占授予股票 | 占公告日股 | | --- | --- | --- | --- | --- | ...

华胜天成 2025 年第一期股票期权激励计划（草案） 证券简称：华胜天成 证券代码：600410 北京华胜天成科技股份有限公司 2025 年第一期股票期权激励计划 （草案） 北京华胜天成科技股份有限公司 2025 年 7 月 华胜天成 2025 年第一期股票期权激励计划（草案） 声明 本公司及全体董事、监事保证本激励计划及其摘要不存在虚假记载、误导性 陈述或重大遗漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 特别提示 一、北京华胜天成科技股份有限公司 2025 年第一期股票期权激励计划（以 下简称"本激励计划"）系依据《中华人民共和国公司法》《中华人民共和国证 券法》《上市公司股权激励管理办法》和其他有关法律法规、规范性文件，以及 《北京华胜天成科技股份有限公司章程》制订。 二、本激励计划采取的激励工具为股票期权。股票来源为公司向激励对象定 向发行的本公司人民币 A 股普通股股票。 三、本激励计划拟授予的股票期权数量为 2,000.00 万份，约占本激励计划草 案公告时公司股本总额 109,649.4683 万股的 1.82%。其中，首次授予 1,758.00 万 份，约占本激励计划草案公告时公 ...