证券代码：000034 证券简称：神州数码 公告编号：2025-147 神州数码集团股份有限公司 公司近期就中国光大银行股份有限公司北京崇文支行与子公司北京神州数 码有限公司的授信业务签署了《最高额保证合同》，担保金额人民币 2 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。 公司近期就中信银行股份有限公司北京分行与子公司北京神州数码云科信 息技术有限公司的授信业务签署了《最高额保证合同》，担保金额人民币 2 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。 公司近期就厦门国际银行股份有限公司北京分行与子公司北京神州数码云 科信息技术有限公司的授信业务签署了《保证合同》，担保金额人民币 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。 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。 神州数码集团股份有限公司（以下简称"公司"）2025 年 3 月 27 日召开的 第十一届董事会第十三次会议、2025 年 4 月 22 日召开的 2024 年年度股东大会 审议通过了《关于 ...

（原标题：神州数码(000034.SZ)：有部分AI开发套件为自主设计） 格隆汇9月9日丨神州数码(000034.SZ)在投资者互动平台表示，除整机产品以外，公司有部分AI开发套 件为自主设计。 ...

9月9日，神州数码盘中下跌2.01%，截至11:24，报41.44元/股，成交4.24亿元，换手率1.69%，总市值 298.45亿元。 资金流向方面，主力资金净流出4896.71万元，特大单买入2489.43万元，占比5.88%，卖出3672.50万 元，占比8.67%；大单买入8719.61万元，占比20.58%，卖出1.24亿元，占比29.35%。 机构持仓方面，截止2025年6月30日，神州数码十大流通股东中，南方中证500ETF（510500）位居第六 大流通股东，持股843.75万股，相比上期增加244.97万股。香港中央结算有限公司位居第九大流通股 东，持股531.73万股，相比上期减少1173.14万股。 责任编辑：小浪快报 资料显示，神州数码集团股份有限公司位于北京市海淀区上地九街九号数码科技广场，成立日期1982年 6月1日，上市日期1994年5月9日，公司主营业务涉及IT产品分销及服务。主营业务收入构成为：消费电 子业务71.30%，企业增值业务24.24%，自有品牌产品4.33%，数云服务及软件2.30%，总部及其他 0.19%。 神州数码所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ ...

Group 1 - The company, Digital China, stated on September 8 that as of August 30, 2025, the total number of shareholders will be 163,200 [2]

证券日报网讯 神州数码（000034）9月8日在互动平台回答投资者提问时表示，公司持续推进"数码出 海"，加快国际化布局，将自有品牌产品、云服务能力和数字化转型经验全面输出海外，业务版图逐步 扩展至新加坡、泰国、马来西亚、菲律宾等东南亚核心国家，输出软硬件一体化、多场景融合的数字化 解决方案，签约多个出海重点客户，服务能力逐步落地。 ...

公司点评 | 神州数码 经营保持稳健，自有品牌业务持续增长 神州数码（000034.SZ）2025 年半年报点评 业绩摘要：2025 年上半年，公司实现营业收入 715.86 亿元（YoY+14%）， 实现归母净利润 4.26 亿元（YoY-16%）。其中，公司 2025Q2 单季度实现营 业收入 398.07 亿元（YoY+20%），实现归母净利润 2.09 亿元（YoY-24%）。 截至 2025 年二季度末，公司经营活动产生的现金流净额为 5.04 亿元，整体 经营情况稳健。 公司自有品牌业务在 2025 年上半年持续增长，实现营业收入 31.0 亿元，同 比增长 16.6%，实现毛利率 10.3%，同比下降 0.2 pct。自有品牌业务税后 净利润总额为 5957 万元，同比增长 90.5%。公司已在神州鲲泰合肥生产基 地落地首条 PC 生产线，全力推动商用电脑、服务器等产品的本地化制造。 公司数云服务及软件业务稳健发展，在 2025 年上半年实现营业收入 16.4 亿 元，同比增长 14.1%，实现毛利率 21.4%，同比提升 2.3 pct，税后净利润 3537 万元，同比增长 30.6%。公司的 ...

Domestic News - Meituan officially released and open-sourced LongCat-Flash-Chat, featuring an innovative Mixture-of-Experts architecture with a total of 560 billion parameters and an activation parameter range of 18.6 billion to 31.3 billion [2] - Tsinghua University and other institutions open-sourced RLinf, a large-scale reinforcement learning framework for embodied intelligence, achieving over 120% system speedup compared to other frameworks [3] - A batch of national standards related to AI-generated content identification and safety measures for electric bicycles will be implemented starting September 1, aimed at promoting healthy development in emerging industries [4] - Beijing Data Group is expected to be officially listed soon, with a registered capital of 3 billion yuan, focusing on big data services and AI public service platform technology consulting [5][6] - Sanwei Xinan is actively laying out Web3.0 applications, focusing on stablecoins and RWA, and has established itself as a vice-chairman unit of the Hong Kong Web3.0 Standardization Association [7] - Alibaba launched the AgentScope 1.0 framework for multi-agent development, providing a comprehensive solution for the entire lifecycle of intelligent applications [8] - Tencent announced the open-sourcing of the Youtu-Agent framework, which does not require additional model training and is based entirely on the open-source ecosystem [9] - Tencent released the HunyuanWorld-Voyager model, the first to support native 3D reconstruction for virtual reality and gaming applications [10] - Digital China is expanding into the robotics industry and has formed partnerships with leading companies in the field [11] - ByteDance plans to issue stock options to its Seed department, focusing on large model technology personnel [12] - Douyin established a new company focused on AI applications in healthcare, with a registered capital of 100,000 yuan [13] Financing and Mergers - Obita completed over 10 million USD in angel round financing, with funds aimed at core system development and market expansion [25] - New Unisplendour Group established a high-tech company with a registered capital of 10 million yuan, focusing on integrated circuit design and sales [26] - Ant Group's subsidiary invested in Xinyuan Semiconductor, increasing its registered capital from approximately 46.5 million yuan to about 50.3 million yuan [27] - AI company Anthropic raised 13 billion USD in a new funding round, increasing its valuation to 183 billion USD [28] - OpenAI agreed to acquire product testing startup Statsig for 1.1 billion USD in stock, marking one of its largest acquisitions [29] Policies and Trends - The National Development and Reform Commission plans to issue "AI vouchers" to promote the use of intelligent terminals and reduce R&D costs [33] - The Ministry of Industry and Information Technology announced plans to support the development of high-performance AI training and inference chips [44] - The Ministry of Industry and Information Technology reported that software business revenue reached 83.246 billion yuan in the first seven months, a year-on-year increase of 12.3% [41] - The Ministry of Industry and Information Technology indicated that internet enterprises achieved a total profit of 93.88 billion yuan in the first seven months, a year-on-year decrease of 1.8% [42] - Shanghai is organizing the 2025 "AI+" action project application, focusing on enhancing AI capabilities and promoting industry development [45] - The National Standards Committee plans to revise over 4,000 national standards in fields such as AI and IoT [46]

Core Insights - Traditional IT giants are transforming into AI-native enterprises, with Digital China (000034) reporting that AI-related business has become a key growth driver, achieving revenue of 13.332 billion yuan in the first half of 2025, a year-on-year increase of 56% [1] - The company's full-stack AI strategy is accelerating, indicating a shift from single tools to a collaborative innovation ecosystem covering various enterprise-level AI scenarios [2] Revenue Breakdown - AI software and services revenue grew by 100% year-on-year - Proprietary AI computing equipment revenue reached 660 million yuan, up 14% - Third-party AI computing service revenue increased by 62% to 950 million yuan - AI-related IT distribution revenue was 11.7 billion yuan, a 59% increase [1] Full-Stack AI Strategy - Digital China has developed a comprehensive full-stack AI capability, covering everything from underlying computing power to platforms and applications [2] - The company has launched various intelligent computing products tailored for different industries, including the KunTai Cube and KunTai R624K2 servers [2][3] Infrastructure and Application Development - The company has established a commercial PC production line in Hefei, filling a gap in the local market for Kunpeng technology [3] - Digital China is building an enterprise-level intelligent process management system to enhance operational efficiency and reduce execution deviations [3][4] AI Ecosystem and Collaboration - The company aims to create a one-stop AI-native technology system for enterprises, focusing on AI for Process to drive business model innovation [5][6] - Digital China is collaborating with leading ecosystem partners to promote AI industry transformation [5] Market Trends and Projections - The global AI IT investment is projected to reach 815.9 billion USD by 2028, with a compound annual growth rate of 32.9% [8] - China's AI investment is expected to exceed 100 billion USD by 2028, with a compound annual growth rate of 35.2% [8] Future Outlook - Digital China plans to align with national policies on AI and digital economy, focusing on enhancing its full-stack AI capabilities and exploring AI application scenarios [10]

Core Viewpoint - The company, Digital China Group, reported a strong performance in the first half of 2025, driven by its AI-related business, which has become a key growth engine for overall revenue [1][2]. Financial Performance - In the first half of 2025, Digital China achieved operating revenue of 71.59 billion yuan, a year-on-year increase of 14.4% [1]. - The gross profit margin of strategic businesses increased by 6.4 percentage points to 26.2%, indicating a focus on high-value business [1]. - The company maintained positive cash flow, enhancing its overall financial resilience [1]. AI Business Growth - AI-related business revenue reached 13.332 billion yuan, growing by 56% year-on-year [2]. - AI software and service revenue doubled, achieving a 100% increase, driven by the "Digital China Intelligent Agent Platform" and "Digital China Intelligent Process Workbench" [2]. - Revenue from proprietary AI computing equipment reached 660 million yuan, up 14% [2]. - Third-party AI computing service revenue grew by 62% to 950 million yuan, supported by partnerships with major cloud service providers [2]. - IT distribution business related to AI hardware generated 11.7 billion yuan, marking a 59% increase [2]. Strategic AI Initiatives - The company outlined a new layout for enterprise AI strategy implementation, focusing on four key areas: AI infrastructure, AI platforms and applications, AI consulting services, and AI ecosystem collaboration [3]. - The AI infrastructure aims to enhance computing capabilities and support [3]. - The AI platform provides comprehensive technical services to integrate AI into client operations [3]. - AI consulting services cover various dimensions to help enterprises build competitive advantages [3]. - The company is committed to facilitating a one-stop construction of AI-native technology systems for various industries [3][4].

Core Insights - The company, Digital China Group, reported a revenue of 71.59 billion yuan for the first half of 2025, marking a year-on-year growth of 14.4% [1] - The gross profit margin of strategic businesses increased by 6.4 percentage points to 26.2%, indicating a focus on high-value business profitability [1] - The AI-related business became a key driver for overall performance growth, achieving a revenue of 13.332 billion yuan, which is a 56% increase year-on-year [2] Financial Performance - The company achieved a positive cash flow, strengthening its overall financial structure [1] - The AI software and service business saw a remarkable revenue growth of 100% [2] - The self-branded AI computing equipment business generated 660 million yuan, reflecting a 14% increase [2] Product and Service Development - Digital China has developed a comprehensive product matrix covering servers, PCs, and private solutions, including the launch of the KunTai R624 K2 and KunTai R622 K2 servers [3] - The company established the AI Intelligent Computing OpenLab to promote AI technology applications across various scenarios [3] - New collaborations with leading companies in the intelligent industry, such as Yushu Technology, aim to create solutions for specific scenarios like inspection and security [3] Industry Expansion - The company has successfully penetrated key industries such as finance, energy, and carbon neutrality, in addition to its traditional strengths in healthcare, retail, and manufacturing [3] - The AI application product and service opportunities have significantly increased due to the expanded industry layout [3]