证券代码：600410 证券简称：华胜天成 公告编号：2026-001 北京华胜天成科技股份有限公司 关于参股公司出售股权及公司提供担保的公告 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： •北京华胜天成科技股份有限公司（以下简称"公司"）控股子公司 Automated Systems Holdings Limited（以下简称"ASL"）通过其全资子公司 ASL Security Solutions Limited（以下简称"ASS"）间接持有联营公司 i-Sprint Holdings Limited(以下简称"ISH") 约 35.42%股权。参股公司 ISH 拟出售其三家子公司 i-Sprint Innovations Pte Ltd、i-Sprint Technologies Pte. Ltd.及 i-Sprint Research Pte. Ltd.的股权，本次合计交易金额约 87,942,250 美元。本次交易 后预计对公司归母净利润影响约为 1,349 万美元（具体金额最终以公司经审计的 财务 ...

Market Overview - The IT services sector experienced a decline of 0.88% on January 7, with Rongke Technology leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Top Performers - Yanshan Technology (002195) saw a closing price of 9.44, with a significant increase of 10.02% and a trading volume of 1.1978 million shares, totaling a transaction value of 1.131 billion [1] - Taichuang Intelligent (301248) closed at 36.39, up 6.94%, with a trading volume of 128,600 shares and a transaction value of 459 million [1] - Dazhi Technology (600589) closed at 8.40, up 5.26%, with a trading volume of 4.2081 million shares and a transaction value of 3.523 billion [1] Underperformers - Caike Technology (300290) experienced a significant drop of 20.00%, closing at 23.00, with a trading volume of 938,500 shares and a transaction value of 2.19 billion [2] - Guoyuan Technology (920184) fell by 11.59%, closing at 19.76, with a trading volume of 139,800 shares and a transaction value of 283 million [2] - Hanzheng Technology (920092) decreased by 10.66%, closing at 43.68, with a trading volume of 80,500 shares and a transaction value of 361 million [2] Capital Flow - The IT services sector saw a net outflow of 2.115 billion from institutional investors and 237 million from retail investors, while retail investors had a net inflow of 2.352 billion [2][3] - Notable net inflows from retail investors were observed in Yanshan Technology (002195) with 2.59 billion, and Dazhi Technology (600589) with 941.364 million [3] Individual Stock Analysis - Yanshan Technology (002195) had a net inflow of 5.52 billion from institutional investors, accounting for 48.78% of its trading volume [3] - Dazhi Technology (600589) recorded a net inflow of 3.42 billion from institutional investors, representing 9.72% of its trading volume [3] - Dongruan Group (600718) had a net inflow of 83.57 million from institutional investors, making up 12.15% of its trading volume [3]

Group 1 - The core point of the news is that Huasheng Tiancheng's stock price increased by 5.37%, reaching 19.44 CNY per share, with a trading volume of 1.497 billion CNY and a turnover rate of 7.34%, resulting in a total market capitalization of 21.316 billion CNY [1] - Huasheng Tiancheng, established on November 30, 1998, and listed on April 27, 2004, is primarily engaged in the development, consulting, and services of communication software, as well as system integration and sales of related products [1] Group 2 - From the perspective of major fund holdings, one fund under Jiashi Fund has a significant position in Huasheng Tiancheng. The Jiashi Zhongzheng 2000 ETF (159535) held 3,500 shares in the third quarter, accounting for 0.44% of the fund's net value, making it the largest holding [2] - The Jiashi Zhongzheng 2000 ETF (159535) was established on September 14, 2023, with a latest scale of 15.2579 million CNY. It has achieved a year-to-date return of 2.69%, ranking 4,247 out of 5,488 in its category, and a one-year return of 49.44%, ranking 1,246 out of 4,192 [2]

Group 1 - The core point of the news is that Huasheng Tiancheng's stock price increased by 5.37%, reaching 19.44 CNY per share, with a trading volume of 1.53 billion CNY and a turnover rate of 7.50%, resulting in a total market capitalization of 21.316 billion CNY [1] - Huasheng Tiancheng, established on November 30, 1998, and listed on April 27, 2004, is primarily engaged in the development, consulting, service, and training of communication software, as well as system integration and sales of related products [1] Group 2 - From the perspective of major fund holdings, one fund under Southern Fund has a significant position in Huasheng Tiancheng, with the Southern CSI 2000 ETF (159531) reducing its holdings by 12,600 shares in the third quarter, now holding 85,700 shares, which represents 0.3% of the fund's net value [2] - The Southern CSI 2000 ETF (159531) was established on September 7, 2023, with a latest scale of 543 million CNY, achieving a year-to-date return of 2.92% and a one-year return of 52.45% [2]

Group 1 - The core viewpoint of the news is that Huasheng Tiancheng's stock has shown a positive trend with a 5.31% increase since the beginning of the year, despite some fluctuations in the short term [1] - As of January 7, Huasheng Tiancheng's stock price reached 18.83 yuan per share, with a market capitalization of 20.647 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 48.5637 million yuan, with significant selling pressure observed [1] Group 2 - As of November 28, the number of shareholders for Huasheng Tiancheng decreased by 8.26% to 354,000, while the average circulating shares per person increased by 9.00% to 3,097 shares [2] - For the period from January to September 2025, Huasheng Tiancheng reported a revenue of 3.172 billion yuan, reflecting a year-on-year growth of 6.54%, and a net profit attributable to shareholders of 358 million yuan, which is a substantial increase of 267.43% [2] - The company has distributed a total of 854 million yuan in dividends since its A-share listing, with 7.2369 million yuan distributed over the past three years [3]

Core Insights - Huasheng Tiancai has been recognized in three major lists: "2025 Beijing Digital Economy Top 100," "2025 Beijing Service Industry Top 100," and "2025 Beijing-Tianjin-Hebei Service Industry Top 100," highlighting its innovation in the digital economy and service sectors [1][6]. Group 1: Company Achievements - Huasheng Tiancai's inclusion in the top lists reflects its strong capabilities as a benchmark for technological innovation in the capital [1][6]. - The company has established itself as a leading digital innovation service provider, leveraging Beijing's policy advantages and cutting-edge technology resources [5][10]. Group 2: Strategic Initiatives - The company employs an "AI + computing power" approach to solidify its technological foundation, while "AI + scenarios" leads application innovation, and "AI + ecosystem" gathers industrial strength [5][10]. - Huasheng Tiancai has successfully provided comprehensive solutions across over ten industries, including government, finance, education, manufacturing, and energy, aiding clients in digital transformation and intelligent upgrades [5][10]. Group 3: Regional Development - Under the guidance of the Beijing-Tianjin-Hebei collaborative development strategy, Huasheng Tiancai uses its Beijing headquarters as an innovation engine to achieve efficient cross-regional technology transfer in Tianjin and Hebei [5][10]. - The company promotes overall service capability enhancement in the Beijing-Tianjin-Hebei region through standard output, talent cultivation, and ecosystem building [5][10]. Group 4: Future Outlook - Huasheng Tiancai aims to continue its role as an industry leader by increasing research and development investments and accelerating breakthroughs in artificial intelligence, computing power, and big data [5][10]. - The company is committed to contributing to the establishment of a new global digital economy hub [5][10].

Core Insights - The industrial big data industry is a key enabling sector that leverages data as a core production factor, facilitating the release of data and information value in industrial economic activities. It encompasses the entire process from data collection, storage, processing, analysis to application, and is crucial for emerging fields like industrial internet and smart manufacturing [1][12]. Market Overview - The market size of China's industrial big data industry is projected to grow from 40 billion yuan in 2018 to 137.3 billion yuan by 2024, with a compound annual growth rate (CAGR) of 22.82%. By 2025, it is expected to reach 154.3 billion yuan [1][12]. - The growth is driven by the increasing demand for industrial big data in manufacturing, energy, and transportation sectors, alongside advancements in technologies such as big data, AI, edge computing, and real-time analysis [1][12]. Industry Policies - The government has implemented various policies to promote the development of industrial big data, including the "Digital Transformation Implementation Plan for the Electronic Information Manufacturing Industry" issued in May 2025, which emphasizes the integration of advanced computing, intelligent control, and big data technologies [5][6]. Industry Chain - The industrial big data industry chain consists of three segments: upstream (data visualization, data centers, cloud computing), midstream (industrial big data services), and downstream (application fields such as aerospace, medical devices, and new energy vehicles) [7][8]. Data Center Market - The data center market in China is expected to grow from 87.8 billion yuan in 2019 to 304.8 billion yuan by 2024, with a CAGR of 28.26%. This growth is supported by national policies promoting new infrastructure and digital transformation [9][10]. Industry Development Trends - The evolution of industrial big data will transition from descriptive analysis to decision-making intelligence, integrating edge computing and AI for real-time data processing and autonomous optimization [16]. - There will be a shift from data silos to value network integration, enabling trusted data sharing across the entire supply chain through technologies like privacy computing and blockchain [17]. - The focus will move from process optimization to the digitalization and reuse of industrial knowledge, creating standardized knowledge components that can be rapidly deployed across different production lines [18].

Group 1 - The company, TianShu ZhiXin, plans to conduct an initial public offering (IPO) from December 30, 2025, to January 5, 2026, offering 25.4318 million H-shares at a price of HKD 144.6 per share, with trading expected to commence on January 8, 2026 [1] - The company provides general GPU products and AI computing solutions, including general GPU chips, accelerator cards, and customized AI computing solutions, aimed at meeting specific customer needs in training and inference scenarios [1] Group 2 - The company's revenue has shown significant growth, with figures of RMB 189 million in 2022, RMB 289 million in 2023, RMB 540 million in 2024, RMB 197 million for the first half of 2024, and RMB 324 million for the first half of 2025, driven by product iteration, mature commercialization capabilities, and an expanding quality customer base [2] - The total number of customers increased from 22 in 2022 to 65 in 2023, further rising to 181 in 2024, and reaching 106 in the first half of 2025, serving over 290 customers across various industries by June 30, 2025 [2] - The company has achieved over 900 deployments and applications in key industries such as financial services, healthcare, and transportation, supporting industrial digital transformation from manufacturing to retail, as well as basic research and educational computing applications [2] Group 3 - The company has entered cornerstone investment agreements with several investors, including ZTE Corporation (Hong Kong), UBS AM Singapore, and others, indicating strong confidence in the company's business and prospects [3] - The estimated net proceeds from the global offering are approximately HKD 3.4786 billion, with 80% allocated for research and development, 10% for sales and marketing over the next five years, and 10% for working capital and general corporate purposes [3]

Group 1 - The company, TianShu ZhiXin, plans to conduct an initial public offering (IPO) from December 30, 2025, to January 5, 2026, offering 25.4318 million H-shares, with 10% allocated for Hong Kong and 90% for international sales, at a price of HKD 144.6 per share [1] - The company provides general GPU products and AI computing solutions, including general GPU chips, accelerator cards, and customized AI computing solutions, aimed at meeting specific customer needs in training and inference scenarios [1] Group 2 - The company's revenue has shown significant growth, with figures of RMB 189 million in 2022, RMB 289 million in 2023, RMB 540 million in 2024, RMB 197 million for the first half of 2024, and RMB 324 million for the first half of 2025, driven by product iteration, mature commercialization capabilities, and an expanding quality customer base [2] - The total number of customers increased from 22 in 2022 to 65 in 2023, further rising to 181 in 2024, and reaching 106 in the first half of 2025, serving over 290 customers across various industries by June 30, 2025 [2] - The company has achieved over 900 deployments and applications in key industries such as financial services, healthcare, and transportation, supporting industrial digital transformation from manufacturing to retail [2] Group 3 - The company has established cornerstone investment agreements with various investors, indicating strong confidence and commitment to its business and prospects, which is expected to enhance the company's image [3] - The estimated net proceeds from the global offering are approximately HKD 3.4786 billion, with 80% allocated for R&D, 10% for sales and marketing over the next five years, and 10% for working capital and general corporate purposes [3]

Group 1 - The core achievement of the company, Huasheng Tiancai, is its recognition as one of the "Top 100 Enterprises in Software and Information Technology Services in Beijing 2025" and as a "Core Competitiveness Enterprise (Platform Empowerment Type)" [1][7] - The company received the "AAA Level Certification for Corporate Social Responsibility Governance in the Software and Information Services Industry in Beijing 2025," highlighting its commitment to social responsibility [5][10] - These honors reflect Huasheng Tiancai's 27 years of dedication to the industry and its position as a benchmark for digital innovation in China [1][7] Group 2 - Huasheng Tiancai actively supports local communities, as demonstrated by its efforts to improve sanitation facilities in Ulanmaodu Sum Wubuling Gacha, contributing to rural revitalization and tourism development [5][10] - The company received a letter of appreciation from the Beijing Municipal Bureau of Economy and Information Technology, acknowledging its contributions to the advancement of the software industry and the global digital economy [7][12] - Moving forward, Huasheng Tiancai aims to enhance its technical and service capabilities, promoting the integration of technology and practical applications to drive high-quality industry development [7][12]