鉴于公司 2021 年员工持股计划（以下简称"员工持股计划"）存续期于 12 月 28 日届满，根据《上海证券交易所上市公司自律监管指引第 1 号——规范运 作》的相关规定，现将相关情况公告如下： 证券代码：603496 证券简称：恒为科技 公告编号：2026-002 恒为科技（上海）股份有限公司 关于2021年员工持股计划处置完毕暨终止的公告 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。 恒为科技（上海）股份有限公司（以下简称"恒为科技"或"公司"）于 2021 年 11 月 18 日召开第三届董事会第九次会议、第三届监事会第九次会议，2021 年 12 月 6 日召开 2021 年第三次临时股东大会审议通过了《关于<恒为科技（上 海）股份有限公司 2021 年员工持股计划（草案）>及摘要的议案》。具体内容详 见公司于 2021 年 11 月 19 日、2021 年 12 月 7 日在上海证券交易所网站 （http://www.sse.com.cn）披露的相关公告（公告编号：2021-082、2021-083、 2021- ...

恒为科技公告称，2021年员工持股计划存续期于2026年1月28日届满。该计划于2021年12月28日以非交 易过户形式获276.003万股。标的股票权益分三期解锁，比例分别为30%、40%、30%，存续期48个月。 管理委员会于2026年1月21日将剩余全部股票过户至持有人个人账户，计划实施完毕并终止，后续将进 行财产清算和分配工作，实施期间无内幕交易情形。 ...

Core Viewpoint - Hengwei Technology's stock has shown volatility with a year-to-date increase of 15.51%, but a recent decline of 18.16% over the past five trading days, indicating potential market fluctuations and investor sentiment changes [1] Group 1: Stock Performance and Market Activity - As of January 21, Hengwei Technology's stock price reached 31.51 CNY per share, with a trading volume of 1.49 billion CNY and a market capitalization of 10.09 billion CNY [1] - The company has seen a net inflow of 12.05 million CNY from major funds, with significant buying and selling activity recorded [1] - The stock has appeared on the "龙虎榜" (Dragon and Tiger List) twice this year, with the latest instance on January 13, where it recorded a net purchase of 462 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Hengwei Technology reported a revenue of 739 million CNY, reflecting a year-on-year decrease of 16.14%, and a net profit attributable to shareholders of 39.01 million CNY, down 50.16% year-on-year [2] - The company has distributed a total of 136 million CNY in dividends since its A-share listing, with 48.03 million CNY distributed over the last three years [3] Group 3: Shareholder and Institutional Holdings - As of December 31, the number of shareholders for Hengwei Technology was 59,300, a decrease of 7.96% from the previous period, with an average of 5,398 shares held per shareholder, an increase of 8.65% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the seventh largest with 3.84 million shares, marking its entry as a new shareholder [3]

融券方面，恒为科技1月16日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 3272.00元；融券余量1.29万股，融券余额42.21万元，低于近一年20%分位水平，处于低位。 资料显示，恒为科技(上海)股份有限公司位于上海市闵行区陈行路2388号8号楼6楼，成立日期2003年3 月31日，上市日期2017年6月7日，公司主营业务涉及智能系统解决方案的研发、销售与服务。主营业务 收入构成为：网络可视化53.67%，智能系统平台46.24%，其他(补充)0.08%，其他0.01%。 1月16日，恒为科技跌5.57%，成交额15.40亿元。两融数据显示，当日恒为科技获融资买入额1.53亿 元，融资偿还2.82亿元，融资净买入-1.29亿元。截至1月16日，恒为科技融资融券余额合计6.18亿元。 机构持仓方面，截止2025年9月30日，恒为科技十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股383.79万股，为新进股东。南方中证1000ETF（512100）位居第九大流通股东，持股 202.26万股，相比上期减少4.39万股。华夏中证1000ETF（159845）退出十大流通股 ...

证券日报网讯 1月15日，恒为科技在互动平台回答投资者提问时表示，公司目前的业务发展情况总体稳 定，订单情况良好，2025年底前加大回款力度，整体运营向好，具体请参考公司定期报告披露。此外， 公司本次收购数珩科技的审计和评估等工作正在持续有序推进中，后续进展请关注公司公告及官方信 息。 （文章来源：证券日报） ...

Market Overview - The computer equipment sector experienced a decline of 1.48% on January 15, with Jiarun Technology leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Performers - Shen Si Electronics (300479) saw a significant increase of 12.05%, closing at 23.15 with a trading volume of 573,200 shares and a turnover of 1.352 billion [1] - Tangyuan Electric (300789) rose by 3.17%, closing at 24.76 with a trading volume of 58,700 shares and a turnover of 148 million [1] - Liding Optoelectronics (605118) increased by 2.65%, closing at 37.13 with a trading volume of 126,800 shares and a turnover of 462 million [1] Underperformers - Jiarun Technology (301117) experienced a significant drop of 15.84%, closing at 71.10 with a trading volume of 271,100 shares and a turnover of 1.978 billion [2] - Hengwei Technology (603496) fell by 10.00%, closing at 34.65 with a trading volume of 414,100 shares and a turnover of 1.473 billion [2] - Tonghui Information (920090) decreased by 9.62%, closing at 7.89 with a trading volume of 266,600 shares and a turnover of 215 million [2] Capital Flow - The computer equipment sector saw a net outflow of 2.95 billion from institutional investors, while retail investors contributed a net inflow of 2.036 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Shen Si Electronics (300479) had a net inflow of 71.85 million from institutional investors, while retail investors showed a net outflow of 11.71 million [3] - Liding Optoelectronics (605118) experienced a net inflow of 21.77 million from institutional investors, but retail investors had a net outflow of 33.60 million [3] - Tangyuan Electric (300789) recorded a net inflow of 8.64 million from institutional investors, with retail investors showing a net outflow of 5.52 million [3]

格隆汇1月15日丨恒为科技(603496.SH)在投资者互动平台表示，公司暂无搭载摩尔线程GPU的一体机。 ...

Summary of the Conference Call for Hengwei Technology Company Overview - Hengwei Technology has acquired Shuheng Technology to enhance its AI application capabilities, addressing the revenue gap in AI applications compared to computational power in China [2][3] - Shuheng Technology focuses on marketing scenarios, providing marketing services through an AI platform, leveraging the founding team's extensive experience in big data and traffic investment [2] Core Business and Development Direction - Hengwei Technology's main business is divided into two segments: network visualization and intelligent system platforms, with a focus on AI infrastructure and computational products [3] - The company plans to seek acquisition targets in the AI application sector by late 2024 to early 2025, aiming to bridge the revenue gap in AI applications [3] Acquisition Rationale - Shuheng Technology was chosen for its ability to convert deep understanding of marketing scenarios into tangible revenue and profit [4] - The company operates on a results-driven business model, charging based on agreed KPIs, ensuring steady profit growth [4][15] Technological Development - Shuheng Technology has developed the SGPT model since 2020, emphasizing small parameter models to solve practical problems, with the local deployment of SGPT 1.0 completed in 2023 [2][6] - The company has built a complete technology stack from computational power to application layers, adapting various GPU types and creating a flexible computational scheduling platform [7] Marketing Services and AI Platform - The Zhixin AI platform integrates advanced AI technologies to enhance marketing efficiency, offering a comprehensive solution that includes a business process center and general Q&A functions [9] - The AI agents can interpret client needs and guide planners in creating precise marketing strategies, improving communication efficiency between sales and planning teams [10] Market Analysis and Data Utilization - Zhixin's market analysis combines official sources and online search capabilities, ensuring comprehensive and reliable data collection [11] - The company has accumulated significant digital assets, which provide a solid foundation for its marketing solutions [12] Client Structure and Industry Focus - Shuheng Technology is focusing on fast-moving consumer goods, beverages, and travel industries, with plans to expand into automotive, education, and telecom sectors [13] - The company aims to develop new AI products for various industries, expecting significant growth in 2026 [13] Capacity and Human Resource Management - The company is experiencing a capacity explosion starting in 2025, with AI empowering teams to improve efficiency without explosive personnel growth [14] Profitability and Future Trends - Despite ongoing audits, net profit is expected to remain stable due to technology reuse and efficiency improvements, with a strategy focused on rapid expansion into new industries [20] Synergies with Hengwei Technology - Collaboration between Hengwei and Shuheng includes integrating AI models with hardware products and jointly developing computational scheduling platforms, enhancing market penetration [21]

证券日报网讯1月14日，恒为科技（603496）在互动平台回答投资者提问时表示，截至2025年12月31日 公司的股东人数为59318户。 ...

Market Overview - The computer equipment sector increased by 2.14% on January 14, with Haohan Deep leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Top Performers - Haohan Deep (688292) closed at 37.24, up 20.01% with a trading volume of 244,700 shares and a transaction value of 853 million [1] - Jiayuan Technology (301117) closed at 84.48, up 20.00% with a trading volume of 325,700 shares and a transaction value of 2.592 billion [1] - Yinshe Technology (920190) closed at 32.90, up 12.10% with a trading volume of 152,800 shares and a transaction value of 501 million [1] Underperformers - Tiandi Digital (300743) closed at 21.71, down 6.78% with a trading volume of 158,200 shares and a transaction value of 355 million [2] - Entropy Technology (301330) closed at 44.77, down 3.78% with a trading volume of 253,200 shares and a transaction value of 1.164 billion [2] - Aerospace Intelligent Equipment (300455) closed at 33.40, down 2.88% with a trading volume of 790,800 shares and a transaction value of 2.698 billion [2] Capital Flow - The computer equipment sector saw a net inflow of 591 million from institutional investors, while retail investors contributed a net inflow of 563 million [2] - Speculative funds experienced a net outflow of 1.155 billion [2] Individual Stock Capital Flow - China Great Wall (000066) had a net inflow of 472 million from institutional investors, while retail investors saw a net outflow of 228 million [3] - Jiayuan Technology (301117) had a net inflow of 246 million from institutional investors, with a net outflow of 29.3 million from retail investors [3] - Hikvision (002415) recorded a net inflow of 214 million from institutional investors, while retail investors had a net outflow of 184 million [3]