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]

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]

一、审议通过关于能投公司修订《公司章程》相关条款的议案 证券代码：000158 证券简称：常山北明 公告编号：2026-002 石家庄常山北明科技股份有限公司 董事会九届九次会议决议公告 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。 石家庄常山北明科技股份有限公司（以下简称公司）董事会九届九次会议于 2026 年 2 月 9 日以书面和邮件方式发出通知，于 2 月 11 日以通讯表决方式召开。 应参加表决董事 11 人，实际参加表决董事 11 人。本次会议的召集和召开程序符 合《公司法》及《公司章程》的规定。会议审议通过了以下议案： 石家庄常山北明科技股份有限公司董事会 2026 年 2 月 12 日 为进一步完善子公司治理结构，根据新《公司法》和公司党建的要求，拟对 公司全资子公司石家庄市能源投资发展有限公司《公司章程》相关条款进行修订， 主要修订内容包括：调整关于董事、经理等高级管理人员的条款，取消监事设置； 补充和完善党的建设等相关内容。 表决结果：同意 11 票，反对 0 票，弃权 0 票。 二、审议通过关于制定《市值管理制度》的议案 表决结果：同意 ...

第一章 总 则 （已经董事会九届九次会议审议通过） 第一条 为加强石家庄常山北明科技股份有限公司（以下简称"公司"）市 值管理工作，进一步规范公司的市值管理行为，切实推动公司投资价值提升，维 护公司、投资者及其他利益相关者的合法权益，根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司监管指引第 10 号——市值管理》《深圳 证券交易所股票上市规则》等法律法规以及《公司章程》等规定，结合公司实际 情况，制定本制度。 石家庄常山北明科技股份有限公司 市值管理制度 第二条 本制度所称市值管理，是指公司以提高公司质量为基础，为提升公 司投资价值和股东回报能力而实施的战略管理行为。 第二章 市值管理的目的与基本原则 第三条 市值管理主要目的是通过完善公司治理、合规信息披露、改进经营 管理、培育核心竞争力，可持续地创造公司价值，以及通过资本运作、权益管理、 投资者关系管理等手段提升公司市场形象与品牌价值，使公司价值得以充分实现， 达到公司整体利益最大化和股东财富增长并举的目标。 第四条 市值管理的基本原则： （一）合规性原则：公司应当在严格遵守相关法律法规、规范性文件、自律 监管规则以及《公司章程》等内部规 ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

Core Viewpoint - Several companies are expected to turn profitable by 2025, with projected net profits indicating a significant recovery from previous losses [1] Group 1: Company Projections - Saiwei Electronics is projected to achieve a net profit of 1.414 billion to 1.504 billion yuan in 2025, marking a turnaround from losses [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, also indicating a return to profitability [1] - Buchang Pharma expects a net profit ranging from 320 million to 468 million yuan in 2025, reflecting a recovery [1] - Zhiguang Electric forecasts a net profit of 110 million to 160 million yuan in 2025, showing a positive shift [1] - Zhong Rare Metals predicts a net profit of 100 million to 130 million yuan in 2025, indicating a turnaround [1] - Jingwei Hengrun expects a net profit of 75 million to 110 million yuan in 2025, marking a return to profit [1] - Tongguan Copper Foil anticipates a net profit of 55 million to 75 million yuan in 2025, indicating a recovery [1] - Weijie Chuangxin projects a net profit of 45 million yuan in 2025, reflecting a positive change [1] - Changshan Beiming expects a net profit of 35 million yuan in 2025, indicating a turnaround [1] - CanSino Biologics anticipates a net profit of 24.5 million to 29 million yuan in 2025, marking a return to profitability [1] - Gaolan Co. projects a net profit of 23.5 million to 30.5 million yuan in 2025, indicating a recovery [1] - Shenkeda expects a net profit of 20 million to 29 million yuan in 2025, reflecting a positive shift [1] - Guodun Quantum anticipates a net profit of 5 million yuan in 2025, indicating a turnaround [1]

格隆汇1月27日丨常山北明(000158.SZ)公布，预计2025年归属于上市公司股东的净利润3,500万元，同比 扭亏为盈，扣除非经常性损益后的净利润-8,500万元。1．报告期公司净利润实现扭亏为盈，主要原因 为：2024 年 11 月份置出纺织业务后，公司整体盈利能力提升，同时，公司持续加强费用管控、降本增 效，进一步拓展盈利空间。2．基于谨慎性考虑，公司根据《企业会计准则第 8 号——资产减值》及相 关会计政策规定，对公司商誉及其他资产减值进行了初步预估，最终减值准备计提的金额将由公司聘请 具备证券期货从业资格的评估机构及审计机构进行评估和审计后确定。 3．预计 2025 年非经常性损益对公司归属于上市公司股东净利润的影响金额约为1.2 亿元，主要为政府 补助、固定资产处置损益等。2024 年对归属于上市公司股东净利润的影响金额为4,290 万元。非经常性 损益较上年增加，主要原因为公司本期处置纺织设备所形成的资产处置损失，以及将与处置设备相对应 的与资产相关的政府补助所形成的递延收益余额转入当期损益。 ...

常山北明（000158）(000158.SZ)发布公告，公司预计2025年度归属于上市公司股东的净利润为3500万 元，上年同期亏损5.93亿元。 ...

智通财经APP讯，常山北明(000158.SZ)发布公告，公司预计2025年度归属于上市公司股东的净利润为 3500万元，上年同期亏损5.93亿元。 ...

Group 1 - The company Changshan Beiming expects a net profit of 35 million yuan for 2025, representing a year-on-year growth of 105.90%, with basic earnings per share of 0.02 yuan [1] - The turnaround to profitability is attributed to the divestment of the textile business in November 2024, which enhanced overall profitability, alongside ongoing cost control and efficiency improvements [1] - The company is conducting a preliminary assessment of goodwill and other asset impairments, with the final impairment provision amount to be determined by a qualified evaluation and auditing firm [1] Group 2 - The industry is witnessing a significant shift towards semi-solid batteries, with expectations for multiple new vehicle models to adopt this technology this year, indicating a year of technological iteration in power battery technology [1]