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AI训练板块大涨 首都在线涨幅居前
Xin Lang Cai Jing· 2026-02-27 05:32
责任编辑:小浪快报 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 02月27日消息,截止13:05,AI训练板块大涨,拓维信息涨停,首都在线、顺网科技、神州数码等个股 涨幅居前。 ...
华为昇腾板块活跃 首都在线涨幅居前
Xin Lang Cai Jing· 2026-02-27 05:26
Core Viewpoint - Huawei's Ascend segment is experiencing significant market activity, with several stocks showing notable gains, indicating a positive trend in the sector [1] Group 1 - The stocks of TOWAY Information have reached the daily limit increase, reflecting strong investor interest [1] - Capital Online, Runhe Software, Digital China, and Softcom Power are among the stocks with the highest gains, suggesting a broader positive sentiment in the market [1]
华为算力概念反复走强 华胜天成5天3板
Mei Ri Jing Ji Xin Wen· 2026-02-27 02:00
Group 1 - Huawei's computing concept has shown repeated strength, indicating a positive trend in the sector [1] - Huasheng Tiancheng has achieved a remarkable performance with 3 consecutive days of gains [1] - Other companies such as Tuo Wei Information and Yun Tian Li Fei have also seen significant increases, with Tuo Wei Information hitting the daily limit [1] Group 2 - The overall market sentiment in the computing sector appears to be bullish, as multiple companies are experiencing notable stock price increases [1] - Companies like Runhe Software, Softcom Power, and Shenzhou Digital are also benefiting from this upward trend [1] - The rise in stock prices for these companies suggests growing investor interest and confidence in the computing industry [1]
华为算力概念反复走强 华胜天成触及涨停
Xin Lang Cai Jing· 2026-02-27 01:52
Core Viewpoint - The Huawei computing concept is gaining strength, leading to significant stock price increases for related companies such as Huasheng Tiancheng and Tuowei Information [1] Group 1: Market Performance - Huasheng Tiancheng reached its daily limit increase, while Tuowei Information also hit the limit [1] - Yuntian Lifi rose over 10%, and other companies like Runhe Software, Softcom Power, Changshan Beiming, Shenzhou Digital, and Tuoer Si also experienced gains [1] Group 2: Industry Developments - Huawei's chairman, Liang Hua, announced that 43 mainstream industry models are currently based on the Ascend pre-training [1] - Over 200 open-source models have been adapted to the Ascend ecosystem, facilitating the implementation of more than 6,000 solutions [1]
AI编码进入工程化时代!华为云CodeArts重磅上线,全流程智能化开发,推动企业软件效率提升与国产生态加速成熟
Xin Lang Cai Jing· 2026-02-26 10:21
Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]
神州数码(000034) - 关于为子公司担保的进展公告
2026-02-26 10:00
证券代码:000034 证券简称:神州数码 公告编号:2026-012 神州数码集团股份有限公司 关于为子公司担保的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚 假记载、误导性陈述或者重大遗漏。 公司近期就北京农村商业银行股份有限公司西城支行与子公司神州数码(中 国)有限公司的授信业务签署了《保证合同》,担保金额为人民币 1 亿元,提供 连带责任保证担保,保证期间为债务履行期限届满之日起三年。 公司近期就思科(中国)有限公司、思科(中国)创新科技有限公司与子公 司神州数码(中国)有限公司的贸易事项签署了《公司保证》,担保金额为人民 币 3.5 亿元,提供连带责任保证担保,保证期间为债务履行期限届满之日起二年。 二、被担保人基本情况 1、被担保人的基本情况 | 公司名称 | 成立时间 | 注册地点 | 法定代表人 | 注册资本 | 主营业务 一般项目:信息系统运行维护服务;计算机软硬件及外围设备制造;计算 | 关联关系 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 机软硬件及辅助设备批发;计算机软硬件及辅助设备零售; ...
神州数码:截至2026年2月20日股东总数为12.38万户
Zheng Quan Ri Bao· 2026-02-26 09:39
证券日报网讯 2月26日,神州数码在互动平台回答投资者提问时表示,截至2026年2月20日,公司的股 东总数为12.38万户。 (文章来源:证券日报) ...
抢抓新春建设黄金期 多项目突破关键节点 深圳湾超级总部基地迎来19家企业总部入驻
Sou Hu Cai Jing· 2026-02-24 12:57
记者从深圳市住房和建设局获悉,目前,该片区已完成80%土地出让;片区总投资约2100亿元,已累计 完成投资约1200亿元;吸引中国电子、招商银行、深投控、京东、恒力集团、中兴通讯、中信证券、欧 加(OPPO)、大疆等多家世界500强或创新型科技企业,截至目前已有19家企业总部入驻。 全力推进项目提速增效,力争实现新年"开门红" 2月24日是春节后上班第一天,深超总去年12月新出让的DU09-03项目,支护、桩基、土方施工火热进 行,抢抓新春建设黄金期。 "春节后首个工作日,我们第一时间完成各项自查与复工复产工作,期间,市区住建局等主管部门主动 靠前服务,为项目顺利复工提供了及时专业的指导。"该项目现场相关负责人林汉鑫表示,接下来将全 力推进项目提速增效,力争实现新年"开门红"。 新春伊始,深圳湾超级总部基地(以下简称深超总)建设全面提速,作为深圳创新高度的"城市封 面"——"未来总部"正从规划蓝图转化为现实场景,为深圳高质量发展注入强劲动力。 作为深圳市重要的总部企业聚集区、文化地标汇聚地、 滨海城市会客厅、国际交流中心,深超总是深 圳建设中国社会主义先行示范区的集中承载区,致力于打造全球城市"巅峰之作",是 ...
掘金机器人“春晚秀”背后朋友圈:概念股大曝光,谁是下一个“宇树”?
Mei Ri Jing Ji Xin Wen· 2026-02-24 12:09
抢着上"春晚"的除了明星,还有机器人。 上述科技感十足的机器人集体亮相,早已不只是一场单纯的视听表演,更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到,当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心,其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资,早已锚定机 器人赛道内的核心玩家,部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般,再次点燃一个产业的新周期?繁华喧嚣的"春晚"舞台之 下,产业真实的"温度"究竟如何? 从一线企业的反馈中,大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言,相关业务大多仍处于市场开拓、试样或小批量订单阶段,对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成(SH688469)旗下CVC(企业风险投资)平台芯联资本于2025年参与魔法原子战略融资,公 司与魔法原子存在战略合作关系。公告显示,芯联集成主要提供一站式芯片系统代工服务,在机器人应 用领域,公司用于机器人激光雷达的光源VCSEL(垂直腔面发射激光芯片)和 ...
“天价离婚案”63岁董事长,上亿股份全部冻结
Nan Fang Du Shi Bao· 2026-02-17 07:07
南方都市报 NDDDAILY 2月13日,神州数码(000034)(000034.SZ)发布公告披露,公司控股股东、实际控制人郭为所持7738.89万股公司 股份被司法冻结,占其持股总数的50%、公司总股本的10.68%。叠加此前已冻结股份,郭为所持神州数码1.55亿 股已全部被冻结,对应市值超58亿元,成为A股近年来涉案金额最高的离婚股权纠纷之一。 证券代码:000034 证券简称:神州数码 公告编号:2026-011 神州数码集团股份有限公司 特别提示: 神州数码集团股份有限公司(以下简称"公司")控股股东郭为先生累计被冻结股 份数量占其所持公司股份数量比例超过80%,请投资者注意相关风险。 公司近日通过中国证券登记结算有限责任公司深圳分公司系统查询获悉,公司控股 股东郭为先生近日有部分所持公司股份被司法冻结,具体事项如下: | 殷东 | 是否为控股 股东或第一 | 本次冻结股 | 占其所 持股份 | 占公司 总股本 | 是否为限 售股及限 | 起始日 | 到期日 | 冻结申请 | 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...