2月13日，神州数码（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。 63岁实控人全部持股遭冻结 回顾事件脉络，2025年1月27日，神州数码就曾发布公告，郭为因婚姻家庭纠纷，其所持的7738.89万股 自2025年1月22日被法院冻结，冻结期限为3年。 2025年10月10日，神州数码披露，北京市海淀区人民法院已于2025年9月30日作出一审判决，准予郭为 与郭郑俐离婚。对于财产分割事宜，北京市海淀区人民法院将继续审理，再行裁判。 公开资料显示，郭为出生于1963年，现年63岁，毕业于中国科学技术大学，为神州数码创始人、董事 长，直接持有公司21.36%股份，为公司第一大股东，还曾在泰康人寿、鼎捷软件、浦发银行等担任独 立董事。 郭为前妻郭郑俐毕业于美国布朗大学，曾任英特尔、微软亚太区高管。2017年出任神州控股首席运营 官，2024年9月被解除职务。 此次第二轮冻结落地， ...

股东质押股份 神州数码近年来业绩呈现"增收不增利"态势。2024年营收同比增长7.14%至1281.66亿元，但归母净利润 同比下滑35.77%至7.53亿元；2025年前三季度营收1023.65亿元，同比增长11.79%，归母净利润6.70亿 元，同比减少25.01%。 股价与资金表现 经济观察网根据近期公开信息，神州数码（000034）有以下值得关注的事件： 2026年2月12日，神州数码公告称，控股股东郭为所持公司股份被司法冻结，本次冻结数量为7738.89万 股，占其持股比例的50%，导致其全部持股均被冻结。冻结原因为婚姻家庭纠纷案件，若股份后续被处 置，可能存在控股股东变更风险。 公司状况 公司于2026年2月9日召开了2026年第一次临时股东会，审议通过了预计2026年度日常关联交易、修订董 事薪酬管理制度及未来三年股东回报规划等事项。会议以现场与网络投票结合方式进行，中小投资者表 决单独计票。 业绩经营情况 2026年2月12日，神州数码股价上涨2.03%，报38.25元/股，但主力资金净流出49.58万元。今年以来股价 累计下跌1.70%，近5个交易日上涨6.37%。 以上内容基于公开资料整理 ...

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating an expected relative performance exceeding 15% compared to the benchmark index over the next 12 months [8]. Core Insights - The launch of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation, enabling users to create videos with simple text prompts, which is expected to enhance user engagement and frequency of use over the long term [3][5]. - The model's capabilities include multi-modal input acceptance, narrative coherence, and audio-visual synchronization, addressing key industry challenges such as character consistency and audio-visual mismatch [4][5]. - The demand for computational power is projected to increase exponentially due to the anticipated high concurrency from both consumer (C-end) content creation and business (B-end) API calls [6]. Summary by Sections Seedance 2.0 Launch and Features - Seedance 2.0 is integrated into various platforms, allowing users to generate short videos easily, which is expected to drive higher usage rates [3]. - The model supports multiple input types and can generate videos with synchronized audio, enhancing the creative process for users [4]. Computational Demand Projections - The report estimates that by October 2025, the monthly usage of AI-generated content on the platform will reach 63,900 times, with a total usage time of 1,668.2 hours [6]. - The complexity of video generation is significantly higher than that of text and images, leading to a substantial increase in computational requirements [6]. - Projections indicate that the number of required H100 GPUs for video generation could range from 2.4 million to 4.284 million under different scenarios, with a market space for H100 GPUs estimated between $4.8 billion and $8.568 billion [14][12]. Long-term Market Opportunities - The report highlights the potential for domestic computational power providers to benefit from the growth of AI video generation, with specific companies recommended for investment, including chip designers and AI server manufacturers [13]. - The user base for short videos in China is expected to exceed 1 billion by the end of 2024, with increasing daily usage times projected [7][11].

Mergers and Acquisitions - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan through issuing convertible bonds and cash payment, with the transaction expected to be a related party transaction and a major asset restructuring [1] - Xiamen Airport intends to acquire 100% equity of Zhaoxiang Technology for a cash consideration of 1.193 billion yuan, constituting a related party transaction but not a major asset restructuring [2] - Zhongnan Culture is planning to acquire controlling interest in Jiangyin Sulong Thermal Power through issuing shares and cash, with the stock expected to be suspended for up to 10 trading days [3] Earnings Disclosure - Bio Valley expects a net profit attributable to shareholders of -55.8469 million yuan for 2025, with a revenue forecast of 433 million yuan, a year-on-year decline of 16.12% [4] - Zhuozhao Adhesive anticipates a net profit of 51.8926 million yuan for 2025, reflecting a year-on-year growth of 350.08%, with revenues expected to reach 379 million yuan, a 202.58% increase [5] - Feiyi Pharmaceutical forecasts a net profit of 50.3319 million yuan for 2025, a year-on-year increase of 1.34%, with revenues expected to be 288 million yuan, up 6.37% [6] Shareholding Changes - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, equating to a maximum of 4.0634 million shares [7] - Laisentongling's shareholder Oulu Star Diamond intends to reduce its stake by up to 3% through both centralized bidding and block trading [8] - Dayuan Pump's controlling shareholder's concerted actor Han Yuanfu plans to reduce his stake by up to 3%, amounting to 559.5 thousand shares [9] Risk Matters - Tongde Chemical has received a pre-litigation property preservation order from a court, with a request to freeze assets worth 30.0466 million yuan [10] - Digital China announced that 50% of the shares held by its controlling shareholder Guo Wei have been judicially frozen, affecting 7.73889 million shares, which is 10.68% of the total shares [11] - He Xin Instrument expects to face delisting risk warnings if its audited net profit is negative and revenue falls below 1 billion yuan for 2025 [12]

证券代码：000034 证券简称：神州数码 公告编号：2026-011 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。 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： 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次冻结股 份数量（股） 占其所 持股份 比例 占公司 总股本 比例 是否为限 售股及限 售类型 起始日 到期日 冻结申请 人 原因 郭为 是 77,388,901 50.00% 10.68% 是，部分为 高管锁定 股 2026/2/ 10 2029/2/ 9 北京市海 淀区人民 法院 司法 冻结 合计 77,388,901 50.00% 10.68% 一、 本次冻结基本情况 郭为先生持有公司股份 154,777,803 股，其中限售股（高管锁定股）116,083,352 股，无限售流通股 38,69 ...

南财智讯2月12日电，神州数码公告，公司控股股东郭为先生本次被司法冻结股份7738.89万股，占其所 持股份比例50.00%，占公司总股本比例10.68%。冻结原因为婚姻家庭纠纷案件，由北京市海淀区人民 法院执行。本次冻结未导致公司控制权变更，未对公司生产经营及治理结构产生影响，但郭为先生所持 股份累计冻结比例已达100.00%，存在控股股东变更风险。 ...

神州数码公告称，公司控股股东郭为部分股份被司法冻结，本次冻结股份7738.89万股，占其所持股份 的50%，占公司总股本的10.68%，冻结期自2026年2月10日至2029年2月9日。截至公告披露日，郭为累 计被冻结股份1.55亿股，占其所持公司股份的100%，占总股本21.36%。此次冻结因婚姻家庭纠纷案 件，若后续被处置，公司控股股东或变更，目前未对公司产生实质影响。 ...

Group 1 - The core viewpoint of the article is that Digital China (000034.SZ) has stated that its various business operations are currently not affected by CPU supply issues [2] Group 2 - Digital China communicated this information through an investor interaction platform on February 12 [2] - The statement indicates the company's resilience and operational stability amidst potential supply chain challenges in the industry [2]

Core Insights - Shanghai Pudong Development Bank (SPDB) has officially announced the procurement results for the second batch of Kunpeng chip server projects, with a total bid amount of 158 million yuan, awarded to Shanghai Hengchi Information System Co., Ltd. [1] - The core product of this project is the series of servers from Shenzhou Kuntai, a brand under Shenzhou Digital, which will provide high-performance Kunpeng chip server equipment to support SPDB's digital transformation and innovation strategy [1][2]. Company Summary - The procurement of Kunpeng chip servers is a key initiative for SPDB's 2025 financial cloud infrastructure expansion, aimed at solidifying a self-controlled computing foundation to meet the stable operation needs of core financial services [2]. - The Shenzhou Kuntai servers, equipped with Kunpeng processors, are designed for high performance, reliability, and energy efficiency, meeting the 24/7 operational requirements of SPDB's financial cloud platform [2]. - SPDB and Shenzhou Kuntai have a strong collaborative history, with previous involvement in the bank's financial cloud platform SDDC construction, enhancing resource management and data security capabilities [2]. Industry Summary - Shenzhou Kuntai has developed a comprehensive "Kunpeng + Ascend" AI computing product system, covering a range of products from general-purpose computing to customized private solutions, supporting the digital transformation of the financial industry [3]. - The domestic computing infrastructure industry in China is entering a phase of comprehensive promotion, with the financial sector leading the push for domestic IT infrastructure replacement [3]. - SPDB's procurement project is a significant step in implementing national financial technology innovation and enhancing its core technological competitiveness, further driving the upgrade of its financial cloud infrastructure [3].

证券代码：000034 证券简称：神州数码 公告编号：2026-010 神州数码集团股份有限公司 2026年第一次临时股东会决议公告 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。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 1、召开时间： （1）现场会议召开时间：2026年2月9日（星期一）下午14:30 （2）网络投票时间为：2026年2月9日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2026年2月9日上午9:15-9:25、9:30- 11:30，下午13:00-15:00；通过深圳证券交易所互联网投票系统（wltp.cninfo.com.cn）投票的具体时间 为：2026年2月9日上午9:15至下午15:00。 2、现场会议召开地点：北京市海淀区上地九街九号数码科技广场神州数码会议室。 3、召开方式：现场表决与网络投票相结合的表决方式 4、召集人：神州数码集团股份有限公司董事会 5、主持人：联席董事长王冰峰 6、本次会议的通知于2026年1月20日发出，会议的召开符合有关法律、行政法规、部门规章、规范性文 件和公司章程的规定。 ...