以智能运维知识助手场景为例，不少客户的IT运维体系复杂，经验和知识的有效沉淀与利用一直是管理难题，传 统知识管理方式成本高且落地难。借助DAP平台构建的智能运维知识助手，客户能够低成本、高效率地化解这一 痛点。在产品需求文档智能生成方面，金融、医疗等关键行业对产品需求文档（PRD）的质量要求极高，其质量 直接关乎项目成败。传统PRD撰写耗时费力，还易出现疏漏或不清晰之处。DAP平台利用大模型能力，为这些关 键行业的PRD撰写带来了全新的范式变革。 今年以来，DAP平台已在中国银行、北京航天总医院、南京航空航天大学、深圳纪委等客户处成功部署应用，充 分验证了国产AI算力软硬件对复杂大模型任务的卓越支撑能力。 中科曙光相关负责人表示，获得中国信通院认证后，公司将围绕包含DAP平台在内的DeepAI深算智能引擎持续迭 代，不断完善产品功能。一方面，将紧密围绕实际场景需求，与客户数据集、业务流程深度结合；另一方面，将 联合更多生态伙伴，进一步扩大国产AI算力软硬件的生态竞争力。 长沙晚报掌上长沙5月8日讯（全媒体记者匡小娟）5月8日，记者从中科曙光获悉，该企业研发的DeepAI深算智能 引擎，凭借场景覆盖、生态兼容、 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 2,586,233,304.50, representing a 4.34% increase compared to CNY 2,478,641,535.71 in the same period last year[4] - Net profit attributable to shareholders increased by 30.79% to CNY 186,472,838.24 from CNY 142,577,605.46 year-on-year[4] - The basic earnings per share rose by 30.61% to CNY 0.128 from CNY 0.098 in the previous year[4] - Total profit for Q1 2025 was ¥232,323,413.96, up from ¥209,201,041.21 in Q1 2024, marking an increase of 11.05%[21] - Other comprehensive income after tax for Q1 2025 was ¥4,983,323.27, compared to a loss of ¥1,741,321.08 in Q1 2024[21] Cash Flow - Cash flow from operating activities showed a net outflow of CNY 1,117,741,866.55, compared to a net outflow of CNY 493,551,141.49 in the previous year, indicating a significant increase in cash outflow[4] - Total cash inflow from operating activities for Q1 2025 was ¥5,194,521,683.02, an increase from ¥3,659,402,093.13 in Q1 2024[23] - Total cash outflow from operating activities for Q1 2025 was ¥6,312,263,549.57, compared to ¥4,152,953,234.62 in Q1 2024[23] - The ending cash and cash equivalents balance decreased to $4.75 billion from $6.34 billion, a decline of approximately 25.0%[24] - Total cash and cash equivalents decreased by $1.52 billion during the period, compared to a decrease of $774.69 million in the prior period[24] Assets and Liabilities - Total assets decreased by 1.88% to CNY 35,930,290,716.83 from CNY 36,617,491,563.87 at the end of the previous year[5] - The company's current assets decreased to RMB 12,636,705,803.81 from RMB 13,986,714,455.67, reflecting a decline of approximately 9.7%[15] - The total liabilities of the company decreased to RMB 14,817,885,780.74 from RMB 15,290,643,033.33, a reduction of about 3.1%[17] - The company's total equity stood at RMB 21,112,404,936.09, slightly down from RMB 21,326,848,530.54, reflecting a decrease of approximately 1.0%[17] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 377,310[12] - The top shareholder, Beijing Zhongke Sanyuan Asset Management Co., Ltd., holds 239,388,281 shares, accounting for 16.36% of the total shares[12] Investment and Expenses - The company reported a significant increase in investment income by 89.36%, primarily due to increased profits from joint ventures[10] - Research and development expenses for Q1 2025 amounted to ¥390,306,528.12, an increase of 7.52% from ¥363,343,338.86 in Q1 2024[20] - Cash outflow for financing activities totaled $240.33 million, up from $121.03 million, indicating an increase of 98.8%[24] Other Financial Metrics - The weighted average return on equity increased by 0.15 percentage points to 0.91% from 0.76%[5] - The company's inventory decreased to RMB 3,198,462,014.55 from RMB 3,858,528,097.75, a decline of about 17.1%[16] - The company reported a significant increase in other receivables, which rose to RMB 308,322,608.36 from RMB 59,286,971.24, marking an increase of approximately 419.5%[15] - The company has not reported any significant changes in its shareholder structure or related party transactions during the reporting period[13] - The company plans to implement new accounting standards starting in 2025, which may affect the financial statements[24]

中科曙光：第一季度净利润同比增长31% 智通财经4月29日电，中科曙光(603019.SH)公告称，2025年第一季度实现营业收入25.86亿元，同比增长 4.34%；归属于上市公司股东的净利润为1.86亿元，同比增长30.79%。主要原因是公司联营企业利润增 加对投资收益的影响。 ...

中科曙光（603019）公告，2025年第一季度营收为25.86亿元，同比增长4.34%；净利润为1.86亿元，同 比增长30.79%。 ...

关于选举职工董事的公告 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个别及连带责任。 为完善公司治理结构，依据《公司法》等法律法规、规范性文件及《公司章 程》等有关规定，公司于 2025 年 4 月 25 日召开 2025 年第一次职工代表大会， 以无记名投票方式，选举崔梓杰先生为公司第五届董事会职工董事，任期自本次 职工代表大会审议通过之日起至公司第五届董事会任期届满止。 特此公告。 证券代码：603019 证券简称：中科曙光 公告编号：2025-031 曙光信息产业股份有限公司 根据《公司法》《证券法》《上海证券交易所股票上市规则》《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等法律法规、规范性文件及《公 司章程》等有关规定，经审查，崔梓杰先生不存在法律法规规定的不得担任上市 公司董事的情形；未被中国证监会采取证券市场禁入措施；未被证券交易所公开 认定为不适合担任上市公司董事、监事和高级管理人员；最近三年内未受到证监 会行政处罚；不存在因涉嫌犯罪被司法机关立案调查或者涉嫌违法违规被中国证 监会立案调查的情形。 曙光 ...

证券代码：603019 证券简称：中科曙光 公告编号：2025-032 曙光信息产业股份有限公司 关于股东权益变动的提示性公告 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个别及连带责任。 重要内容提示： 本次权益变动为公司股东北京中科算源资产管理有限公司（以下简称"中 科算源"）履行此前披露的股份变动计划（详见公司公告：2025-001）所致，不 触及要约收购，不涉及公司控股股东及实际控制人发生变化。 本次权益变动后，中科算源持有公司股份比例由 15.96%变为 15.00%，并 根据《上市公司收购管理办法》的规定编制并披露《简式权益变动报告书》。 2025 年 4 月 25 日，曙光信息产业股份有限公司（以下简称"公司"或"中 科曙光"）收到股东中科算源出具的《简式权益变动报告书》，现将其有关权益 变动的具体情况公告如下： 一、本次权益变动的基本情况 | 信息披露 | 股东名称 | 北京中科算源资产管理有限公司 | | --- | --- | --- | | 义务人 | 注册地 | 北京市海淀区 | | | 成立时间 | 2007 ...

曙光信息产业股份有限公司 简式权益变动报告书 上市公司名称：曙光信息产业股份有限公司 信息披露义务人名称：北京中科算源资产管理有限公司 住所/通讯地址：北京市海淀区海淀北二街 签署日期：二〇二五年四月二十五日 1 | 信息披露义务人声明 | | --- | | 第一节 释义 . | | 第二节 信息披露义务人介绍 . | | 第三节 权益变动目的及持股计划 | | 第四节 信息披露义务人权益变动方式 | | 第五节 前六个月内买卖中科曙光股份的情况 . | | 第六节 其他重大事项 . | | 第七节 信息披露义务人声明 | | 第八节 备查文件 . | | 附表:简式权益变动报告书 14 | 股票简称：中科曙光 股票代码：603019 上市地点：上海证券交易所 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》（以下简称 《证券法》）、《上市公司收购管理办法》（以下简称《收购管理办法》）、 《公开发行证券的公司信息披露内容提要与格式准则第 15 号——权益变动报告 书》（以下简称《准则 15 号》）等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和 ...

证券代码：603019 证券简称：中科曙光 公告编号：2025-030 曙光信息产业股份有限公司 关于股东权益变动触及 1%的提示性公告 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个别及连带责任。 重要内容提示： 本次权益变动为北京中科算源资产管理有限公司（以下简称"中科算源"） 履行此前披露的股份变动计划（详见公司公告：2025-001）所致，不触及要约收 购，不涉及公司控股股东及实际控制人发生变化。 本次权益变动后，中科算源持有公司股份从 239,388,281 股变为 233,501,081 股，持股比例由 16.36%变为 15.96%，适用变动触及 1%整数倍的情 形。 | 信息披露 | 股东名称 | 北京中科算源资产管理有限公司 | | --- | --- | --- | | 义务人 | 注册地 | 北京市海淀区 | | | 成立时间 | 2007-11-15 | | | 统一社会信用代码 | 91110108669117526D | （一）信息披露义务人基本信息 （二）信息披露义务人权益变动情况 1 | 股东名称 | ...

Summary of Conference Call on Zhongke Shuguang's Q1 2025 Financial Report Company Overview - Zhongke Shuguang is a leading enterprise in China's core infrastructure, primarily engaged in high-end computing, storage, network security, cloud computing, and big data applications [2][3] - The company has undergone a transformation since being placed on the U.S. Entity List in 2019, shifting towards upstream solutions [3][12] Financial Performance - For Q1 2025, Zhongke Shuguang reported revenue of 2.586 billion yuan, a year-on-year increase of 4.34% [6] - The company's net profit reached 185 million yuan, reflecting a significant year-on-year growth of 29.53% [6] - The adjusted net profit (excluding non-recurring items) was 110 million yuan, showing a remarkable increase of 96.28% [6] - Government subsidies contributed significantly to profits, accounting for over 50% of last year's profits [7] Investment and Market Dynamics - The company holds a 27.96% stake in Haiguang, which contributed approximately 81 million yuan to Zhongke Shuguang's profits in the previous year [7] - The increase in tariffs on U.S. imports, particularly CPUs, is expected to benefit domestic suppliers like Haiguang, enhancing their competitive edge [10][11] - The anticipated growth in AI chip demand and domestic alternatives may further accelerate the market shift towards local suppliers [11][12] Strategic Outlook - The company is expected to enter a new growth phase, driven by improvements in core business and investment income [9] - Future revenue growth is projected to continue, with a potential acceleration in the next one to two years [13] - The transformation towards upstream solutions may lead to fluctuations in revenue and profit, but long-term prospects remain positive [12] Risks and Considerations - The reliance on government subsidies and the performance of upstream partners pose risks to the company's financial stability [15] - The competitive landscape in the AI sector and potential delays in AI adoption could impact future growth [16] Conclusion - Zhongke Shuguang's recent financial performance indicates a positive trend, with significant growth in net profit and revenue. The company's strategic shift towards upstream solutions and the favorable market conditions due to tariff changes present opportunities for continued growth. However, reliance on government support and market dynamics in the AI sector remain critical factors to monitor.

Group 1 - The core index of the internet sector, the CSI Internet Index, opened high and rose by 0.79%, closing at 2762.22 points with a trading volume of 50.401 billion yuan [1] - Over the past month, the CSI Internet Index has decreased by 13.90%, while it has increased by 0.73% over the last three months and has fallen by 8.66% year-to-date [1] - The CSI Internet Index includes 50 listed companies involved in internet hardware, cloud computing, data center infrastructure, intelligent application software, internet operations, and content services [1] Group 2 - The top ten weighted companies in the CSI Internet Index are Hikvision (6.57%), ZTE Corporation (6.51%), Zhongke Shuguang (5.94%), iFlytek (5.13%), Zhongji Xuchuang (4.53%), Kingsoft Office (4.35%), Unisplendour (3.64%), Tonghuashun (3.52%), Xinyi Sheng (3.47%), and Inspur Information (3.08%) [1] - The market capitalization distribution of the CSI Internet Index shows that 71.69% of the holdings are from the Shenzhen Stock Exchange, while 28.31% are from the Shanghai Stock Exchange [2] Group 3 - The industry composition of the CSI Internet Index indicates that information technology accounts for 58.05% and communication services account for 41.95% [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [3] Group 4 - Public funds tracking the internet sector include Southern CSI Internet C and Southern CSI Internet A [4]