证券代码：000066 证券简称：中国长城 公告编号：2026-006 中国长城科技集团股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1.业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2.预计的经营业绩：亏损 3.业绩预告情况表： | 项目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股 | 亏损：约 3,500 万元—7,000 | 万元 | 亏损：147,851 | 万元 | | 东的净利润 | 比上年同期减亏：95.27%—97.63% | | | | | 归属于上市公司股 | 亏损：约 63,000 万元—74,000 | 万元 | | | | 东的扣除非经常性 | 比上年同期减亏：50.01%—57.44% | | 亏损：148,027 | 万元 | | 损益后的净利润 | | | | | | 基本每股收益 | 亏损：约 0.011 元—0.022 | 元 | 亏损：0.459 ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry [4] Core Insights - A new growth trend driven by the AI technology revolution is emerging, with significant development opportunities in areas such as domestic computing power, AI applications, commercial aerospace, and embodied intelligence [3][12] - The demand for domestic AI computing power remains a key focus, with specific companies recommended for attention, including Cambrian, Haiguang Information, Inspur Information, China Great Wall, and Loongson Technology [3][12] - The report highlights expected revenue or profit growth rates for key companies in 2025, with some companies projected to achieve over 30% year-on-year growth in net profit, such as Zhuoyi Information (yoy +150%) and Zhongke Information (yoy +40%) [12][13] Summary by Sections Weekly Market Review - During the week of January 12-16, the CSI 300 index fell by 0.57%, while the small and medium-sized board index rose by 1.55%, and the ChiNext index increased by 1.00%. The computer sector (CITIC) saw a rise of 4.31% [22] - The top five gainers in the sector included Shiji Information (+28.69%), Guangyun Technology (+28.43%), and Wanxing Technology (+19.64) [22][28] - The top five decliners were Aerospace Changfeng (-21.02%), Aerospace Information (-14.46%), and Haixia Innovation (-13.40%) [22][28] Industry News - The U.S. Department of Commerce has relaxed export restrictions on Nvidia's H200 chips to China, shifting to a case-by-case review mechanism, which marks a significant policy change [16] - Alibaba's Qianwen app has launched a "Task Assistant" feature, enabling AI agents to manage daily tasks across various services [17] - Zhiyuan AI has partnered with Huawei to open-source the GLM-Image model, marking a significant step in the domestic computing power ecosystem [15] Company News - Hanbang High-Tech is progressing with a major asset restructuring plan, intending to acquire a 51% stake in Anhui Yilu Micro-Travel Technology [18] - The report notes various shareholder actions, including share reduction plans by major stakeholders in companies like Anheng Information and Bosi Software, which are not expected to impact company governance [19][20]

1月16日，中国长城涨5.14%，截至发稿，报17.19元/股，成交21.14亿元，换手率4.06%，总市值554.51 亿元。 资料显示，中国长城科技集团股份有限公司位于广东省深圳市南山区科技园中电长城大厦，成立日期 1997年6月19日，上市日期1997年6月26日，公司主营业务涉及网络安全与信息化、高新电子、电源、园 区与物业服务及其他业务。主营业务收入构成为：计算产业80.86%，系统装备13.52%，其他(补 充)5.62%。 截至发稿，黄稚累计任职时间7年178天，现任基金资产总规模30.59亿元，任职期间最佳基金回报 146.63%， 任职期间最差基金回报-22.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中信保诚基金旗下1只基金重仓中国长城。中信保诚中证信息安全指数(LOF)A（165523）三 季度减持17.83万股，持有股数51.51万股，占基金净值比例为3.16%，位居第九大重仓股。根据测算， 今日浮盈赚取 ...

Group 1 - The core viewpoint of the news is that China Great Wall Technology Group Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and net profit year-on-year [1][2][3] Group 2 - As of January 16, the stock price of China Great Wall decreased by 2.02% to 16.02 CNY per share, with a total market capitalization of 51.68 billion CNY [1] - The company has experienced a year-to-date stock price increase of 11.17%, with a 6.02% rise over the last five trading days and a 15.25% increase over the last 20 days [1] - The main business revenue composition includes 80.86% from computing industry, 13.52% from system equipment, and 5.62% from other sources [1] Group 3 - For the period from January to September 2025, China Great Wall achieved an operating income of 10.295 billion CNY, representing a year-on-year growth of 7.18%, and a net profit attributable to shareholders of 16.067 million CNY, up 102.34% year-on-year [2] - The company has distributed a total of 1.855 billion CNY in dividends since its A-share listing, with 22.58 million CNY distributed in the last three years [3] Group 4 - As of December 19, the number of shareholders for China Great Wall was 376,500, a decrease of 0.25% from the previous period, while the average circulating shares per person increased by 0.25% to 8,568 shares [2] - The top circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.6707 million shares, and Southern CSI 500 ETF, which decreased its holdings by 640,300 shares [3]

Core Insights - The main market saw a net inflow of 19.182 billion yuan as of January 14, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net capital inflow were: - Internet Services with 7.273 billion yuan and a growth of 6.44% [2] - Software Development with 6.836 billion yuan and a growth of 6.21% [2] - Securities with 2.616 billion yuan and a growth of 2.03% [2] - Optical and Electronic with 1.747 billion yuan and a growth of 2.89% [2] - Photovoltaic Equipment with 1.458 billion yuan and a growth of 2.53% [2] - Computer Equipment with 1.379 billion yuan and a growth of 3.59% [2] - Specialized Equipment with 1.342 billion yuan and a growth of 2.26% [3] - Electronic Components with 1.265 billion yuan and a growth of 2.41% [3] - Batteries with 1.259 billion yuan and a growth of 2.46% [3] - Automotive Parts with 0.931 billion yuan and a growth of 1.37% [3]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, ensuring it does not affect the normal investment plan and safety of the raised funds [1] Group 1: Financial Management - The company plans to use up to 500 million yuan of temporarily idle raised funds for cash management [1] - The duration for this cash management is set to not exceed 12 months [1] - The investment direction includes purchasing high-security, high-liquidity, and capital-preserving bank financial products or engaging in short-term bank fixed deposits [1] Group 2: Impact on Operations - This decision will not impact the progress of the raised funds investment projects or the company's normal production and operations [1]

（记者 王瀚黎） 每经AI快讯，中国长城1月13日晚间发布公告称，公司第八届第二十七次董事会会议于2026年1月12日 以邮件/专人送达方式召开。会议审议了《关于继续使用部分闲置募集资金进行现金管理的议案》等文 件。 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 ...

中信建投证券股份有限公司 关于中国长城科技集团股份有限公司继续使用部分闲置募 集资金暂时补充流动资金的核查意见 2025 年 1 月 13 日，公司召开第八届董事会第十次会议和第八届监事会第六 中信建投证券股份有限公司（以下简称"中信建投"或"保荐机构"）作 为中国长城科技集团股份有限公司（以下简称"中国长城"或"公司"）非公 开发行 A 股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《深圳证券交易所股票上市规则》《深圳证券交易所 上市公司自律监管指引第 1 号—主板上市公司规范运作》《深圳证券交易所上 市公司自律监管指引第 13 号—保荐业务》等有关法律法规和规范性文件的要求， 对公司继续使用部分闲置募集资金暂时补充流动资金的事项进行了核查，并出 具核查意见如下： 一、募集资金基本情况 公司获得中国证券监督管理委员会（以下简称"证监会"）《关于核准中 国长城科技集团股份有限公司非公开发行股票的批复》（证监许可〔2021〕 3926 号），核准公司非公开发行不超过 878,454,615 股新股。本次非公开发行 的股票实际发行 285,603,151 股，募集资金总额为人 ...

中信建投证券股份有限公司 关于中国长城科技集团股份有限公司继续使用部分闲置募 集资金进行现金管理的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐机构"）作 为中国长城科技集团股份有限公司（以下简称"中国长城"或"公司"）非公 开发行 A 股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《深圳证券交易所股票上市规则》《深圳证券交易所 上市公司自律监管指引第 1 号—主板上市公司规范运作》《深圳证券交易所上 市公司自律监管指引第 13 号—保荐业务》等有关法律法规和规范性文件的要求， 对公司继续使用部分闲置募集资金进行现金管理的事项进行了核查，并出具核 查意见如下： 一、募集资金基本情况 公司获得中国证券监督管理委员会（以下简称"证监会"）《关于核准中 国长城科技集团股份有限公司非公开发行股票的批复》（证监许可〔2021〕 3926 号），核准公司非公开发行不超过 878,454,615 股新股。本次非公开发行 的股票实际发行 285,603,151 股，募集资金总额为人民币 3,987,019,987.96 元， 扣除不含税发行费用 11,529,082.6 ...

证券代码：000066 证券简称：中国长城 公告编号：2026-003 中国长城科技集团股份有限公司 关于继续使用部分闲置募集资金进行现金管理的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 序号 | 项目名称 | 拟投入募集资金 | 年 2025 | 9 | 月 日已投 30 | | --- | --- | --- | --- | --- | --- | | | | （万元） | | 入募集资金（万元） | | | 1 | 自主安全整机设计仿真实验室及特种计算 | 13,805.82 | | 13,805.82 | | | | 机研发中心建设项目 | | | | | | 2 | 国产整机智能化产线建设项目 | 35,255.25 | | 35,255.25 | | | 3 | 特种装备新能源及应用建设项目（注） | 30,000.00 | | 20,811.74 | | | 4 | 海洋水下信息系统项目（注） | 10,000.00 | | 7,957.90 | | | 5 | 三位一体中长波机动通信系统仿真实验室 建设、设计、产品开发项目（注） ...