格隆汇2月4日丨宝信软件(600845.SH)公布，公司暂未与宇树科技开展直接业务合作。 ...

证券日报网讯 2月2日，宝信软件在互动平台回答投资者提问时表示，公司工业互联网平台是宝武及其 子公司数智化转型的主要支撑载体，已广泛应用于宝武及其子公司。天行PLC产品作为自主可控核心系 统，已逐步在宝钢股份、宝武镁业等宝武生产基地和广西宏旺等外部制造业用户推广使用。 （编辑 袁冠琳） ...

证券日报网讯 2月2日，宝信软件在互动平台回答投资者提问时表示，公司认真执行《市值管理制度》 《信息披露管理制度》等相关规定。未来如有相关措施，公司将在履行决策程序后及时披露。 （文章来源：证券日报） ...

证券日报网讯 2月2日，宝信软件在互动平台回答投资者提问时表示，公司多年来始终高度关注人工智 能相关技术发展趋势，在算力基础设施领域做了大量技术及解决方案研究。液冷技术作为其中非常重要 的组成内容，公司已有一定技术储备及实践经验。 （编辑 丛可心） ...

Summary of China Industrial Robot & Automation Landscape (4Q25) Industry Overview - The total industrial automation (IA) market experienced a decline of -3% year-over-year (yoy) in 4Q25, with project/OEM markets at -6% and +1% yoy respectively. The full year 2025 showed a modest decline of -1% yoy, contrasting with Goldman Sachs' estimate of 0% growth [25][27]. - Total industrial robot (IR) sales reached 92,000 units in 4Q25, reflecting an increase of +18% yoy and +14% quarter-over-quarter (qoq). The full year 2025 sales growth was +14% yoy, totaling 336,000 units [25][30]. Market Share Insights - Domestic players maintained a majority market share of 54% in the IR market for 4Q25, a slight increase of +1 percentage point (pp) yoy but a decrease of -1 pp qoq. This share remained consistent for the full year 2025 [25][40]. - FANUC and Kuka (Midea) ranked as the top two players in the IR market, with ESTUN dropping to No. 3 with a 10% market share, and Inovance at No. 4 with a 9% share [25][40]. Segment Performance - **Small 6-axis Robots**: Domestic market share fell to 55% (-2 pp qoq/-1 pp yoy). FANUC led with a 13% share, while ESTUN and Inovance held 11% and 5% respectively [25][40]. - **Large 6-axis Robots**: Domestic share decreased to 30% (-3 pp qoq/-3 pp yoy). ESTUN maintained a 15% share, while Inovance improved to 3% [25][40]. - **SCARA Robots**: Domestic players held 58% of the market (-1 pp qoq/+3 pp yoy), with Inovance leading at 28% [25][40]. Component Market Insights - Inovance led the IA components market with a 27% share in servo motors, a decline of -4 pp qoq and yoy. It also held a 19% share in low-voltage inverters, down -3 pp qoq but up +2 pp yoy [26][40]. - The company ranked No. 4 in small PLCs with a 7% share, remaining flat qoq and yoy, and dropped to No. 6 in mid-to-large PLCs [26]. End-Market Growth - The 4Q25 showed significant growth in end-markets such as lithium batteries (+29% yoy), auto parts (+26% yoy), and semiconductor (+21% yoy). However, the solar sector lagged with a decline of -18% yoy [25][34]. Competitive Landscape - The competitive landscape remains intense, with domestic players facing pressure from both local and international competitors. The market dynamics are shifting rapidly, particularly in the SCARA and small 6-axis segments [25][40]. Key Takeaways - The industrial automation market is experiencing a downturn, but specific segments like industrial robots are showing resilience and growth. - Domestic players are maintaining a majority market share, but competition is intensifying, particularly from established international brands. - Growth in key end-markets indicates potential opportunities for recovery and expansion in the industrial automation sector. This summary encapsulates the critical insights from the 4Q25 report on the China Industrial Robot and Automation landscape, highlighting market trends, competitive dynamics, and growth opportunities.

Group 1 - Naxing Co., Ltd. reached the daily limit increase, while Wangsu Technology surged by 16%, Oulutong rose by 13%, and Capital Online increased by nearly 8% [2] - Other companies such as Yunsai Zhili, Guanghuan Xinwang, and Qingyun Technology also experienced gains [2] Group 2 - The stock prices and percentage changes for several companies are as follows: - Wangsu Technology: 15.81, up 16.77% - Oulutong: 258.59, up 13.45% - Meili Cloud: 14.28, up 10.02% - Naxing Co., Ltd.: 22.72, up 10.02% - Capital Online: 29.02, up 7.92% - Yunsai Zhili: 23.21, up 4.69% - Guanghuan Xinwang: 15.78, up 4.09% - Qingyun Technology: 85.30, up 4.06% [3] Group 3 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [2]

Group 1 - Naxing Co., Ltd. (南兴股份) reached a limit-up, while Wangsu Science & Technology (网宿科技) increased by 16%, Oulu Tong (欧陆通) rose by 13%, and Capital Online (首都在线) gained nearly 8% [2] - Other companies such as Yunzhai Zhili (云寨智联), Guanghuan Xinwang (光环新网), and Qingyun Technology (青云科技) also experienced increases [2] - The stock price changes for notable companies include: Wangsu Science & Technology at 15.81 with a rise of 16.77%, Oulu Tong at 258.59 with a rise of 13.45%, and Naxing Co., Ltd. at 22.72 with a rise of 10.02% [3] Group 2 - Google announced a price adjustment for data transmission methods such as CDN Interconnect, Direct Peering, and Carrier Peering, effective May 1, 2026, with prices in North America doubling [4]

股票代码：A600845 B900926 股票简称：宝信软件 宝信B 编号：临2026-001 上海宝信软件股份有限公司 第十一届董事会第四次会议决议公告 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。 一、关于转让安徽祥盾 100%股权的议案 安徽祥盾信息科技有限公司（简称"安徽祥盾"）为公司控股子公司宝信软件（安徽）股份有限公司（简 称"安徽宝信"）的全资子公司，主要从事网络安全等级保护测评、风险评估及安全运营服务。为回笼资 金并用于未来发展，董事会批准安徽宝信公开挂牌转让安徽祥盾 100%股权。 本议案事先经公司董事会战略和 ESG 委员会审议通过，同意提交董事会审议。 表决情况：同意 11 票，反对 0 票，弃权 0 票。是否通过：通过。 特此公告。 2026 年 1 月 28 日 上海宝信软件股份有限公司 董 事 会 上海宝信软件股份有限公司第十一届董事会第四次会议通知于 2026年 1 月 22 日以电子邮件的方式发 出，于 2026年 1 月 27 日以现场和视频相结合的方式召开，应到董事 11 人，实到 11 ...

作者：公告君 针对上述提问，宝信软件回应称："海外市场是公司2026年和十五五期间重要业务开拓方向，将紧随集 团国际化战略，把公司在制造业信息化、自动化领域的优势在海外项目应用；将以日本宝信、几内亚分 公司为重要支点，辐射周边市场和客户。感谢您的关注。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向宝信软件提问："董秘您好。鉴于国内钢铁行业步入存量调整期，'伴随出海'成 为市场关注焦点。结合宝武集团在沙特、西芒杜等地的重大海外项目，请问公司在高端自动化系统 （PLC）及工业软件出海方面有无具体落地规划？未来五年，海外业务是否会被确立为公司新的核心增 长点？" 本文源自：市场资讯 ...

每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，宝信软件1月27日晚间发布公告称，公司第十一届第四次董事会会议于2026年1月27日以 现场和视频相结合的方式召开。会议审议了《关于转让安徽祥盾100%股权的议案》等文件。 （记者 王瀚黎） ...