常山北明所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：华为昇腾、阿里云、华为 鲲鹏、华为盘古、国产软件等。 12月19日，常山北明盘中上涨2.13%，截至14:20，报20.15元/股，成交4.53亿元，换手率1.43%，总市值 322.12亿元。 资金流向方面，主力资金净流入664.85万元，特大单买入2579.32万元，占比5.69%，卖出1405.45万元， 占比3.10%；大单买入7126.27万元，占比15.72%，卖出7635.29万元，占比16.84%。 常山北明今年以来股价涨0.05%，近5个交易日跌2.70%，近20日跌16.25%，近60日跌16.91%。 今年以来常山北明已经8次登上龙虎榜，最近一次登上龙虎榜为10月16日，当日龙虎榜净买入5.21亿 元；买入总计7.26亿元 ，占总成交额比20.03%；卖出总计2.05亿元 ，占总成交额比5.67%。 资料显示，石家庄常山北明科技股份有限公司位于河北省石家庄市长安区广安大街34号天利商务大厦九 层，成立日期1998年12月29日，上市日期2000年7月24日，公司主营业务涉及纯棉纱布和涤棉纱布的生 产销售;自产产品和 ...

格隆汇12月18日丨常山北明(000158.SZ)在投资者互动平台表示,公司常山云数据中心与阿里云存在合 作。 ...

格隆汇12月18日丨常山北明(000158.SZ)在投资者互动平台表示,公司不持有深圳新凯来技术有限公司的 股份。 ...

格隆汇12月18日丨常山北明(000158.SZ)在投资者互动平台表示,公司和华为在智慧交通领域有合作。 ...

常山北明（000158.SZ）12月11日在投资者互动平台表示，根据公司三季度财务报告，公司今年的营收 及订单量均有所提升。公司深泽风电等新能源项目已按时间节点实现并网发电。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好！请问贵公司当前核心业务订单量、产能利 用率同比环比是否有提升？重点项目推进是否达预期，预计何时实现营收利润贡献？ ...

Market Overview - The Shanghai Composite Index rose by 0.87% on November 25, with 29 out of the 31 sectors experiencing gains, led by the communication and media sectors, which increased by 3.54% and 2.85% respectively [2] - The computer sector also saw an increase of 1.10% [2] Capital Flow - The net inflow of capital in the two markets was 13.215 billion yuan, with 19 sectors receiving net inflows [2] - The electronics sector had the highest net inflow of 5 billion yuan, followed closely by the communication sector with a net inflow of 4.881 billion yuan [2] Computer Sector Performance - In the computer sector, 336 stocks were tracked, with 273 stocks rising and 53 stocks declining [3] - The top three stocks with the highest net inflow were Rongji Software (4.25 billion yuan), South Network Digital (4.06 billion yuan), and Dahua Intelligent (1.90 billion yuan) [3] - The sector experienced a net outflow of 3.072 billion yuan, with the largest outflows from Zhongke Shuguang (7.75 billion yuan), Sanliu Ling (4.34 billion yuan), and Nanwei Software (2.04 billion yuan) [3][5] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Rongji Software: +10.03%, turnover rate 47.81%, net inflow 425.13 million yuan - South Network Digital: +19.99%, turnover rate 55.02%, net inflow 406.37 million yuan - Dahua Intelligent: +10.02%, turnover rate 12.05%, net inflow 190.23 million yuan [4] Top Losers in Computer Sector - The top losers in the computer sector included: - Zhongke Shuguang: -0.44%, turnover rate 2.69%, net outflow -775.37 million yuan - Sanliu Ling: +1.15%, turnover rate 7.60%, net outflow -433.98 million yuan - Nanwei Software: -2.29%, turnover rate 22.81%, net outflow -204.03 million yuan [5]

Core Insights - The Zhipu AI concept index rose by 4.11%, ranking 6th among concept sectors, with 63 stocks increasing in value, including Guangyun Technology which hit the daily limit up of 20% [1] - Major gainers in the sector included Sanliu Ling, Nanwei Software, and BlueFocus, with respective increases of 9.99%, 9.98%, and 15.72% [1][3] - The sector experienced a net inflow of 1.673 billion yuan from main funds, with BlueFocus leading the inflow at 1.345 billion yuan [2][3] Sector Performance - The Zhipu AI concept was among the top-performing sectors, with a daily increase of 4.11% [2] - Other notable sectors included the China Shipbuilding System with a 6.63% increase and the Xiaohongshu concept with a 4.76% increase [2] Fund Flow Analysis - The main fund inflow rates for leading stocks were as follows: Nanwei Software at 27.20%, Guangyun Technology at 18.18%, and Sanliu Ling at 16.07% [3] - The top stocks by net inflow included BlueFocus (1.345 billion yuan), Sanliu Ling (1.023 billion yuan), and Nanwei Software (281 million yuan) [2][3] Stock Highlights - BlueFocus saw a significant increase of 15.72% with a turnover rate of 37.21% and a net inflow of 1.344 billion yuan [3] - Other stocks with notable performance included Sanliu Ling (9.99% increase), Nanwei Software (9.98% increase), and Guangyun Technology (20% increase) [1][3]

Core Viewpoint - Changshan Beiming has completed an asset swap with its controlling shareholder, Changshan Textile Group, resulting in the divestiture of its textile business and the remaining textile equipment being deemed worthless [1] Group 1: Asset Swap and Business Strategy - The asset swap aims to optimize the company's asset quality and revitalize existing assets [1] - The company plans to dispose of the remaining textile equipment, which has no utilization value after the divestiture [1] Group 2: Corporate Governance - The board of directors held the ninth session of the eighth meeting on November 20, 2025, where the proposal for the disposal of textile equipment was approved [1] - The disposal of textile equipment does not require submission for shareholder meeting approval [1]

Core Viewpoint - The company has completed an asset swap with its controlling shareholder, resulting in the divestiture of its textile business and the decision to dispose of remaining textile equipment that has no utility value [1] Group 1: Asset Disposal - The company plans to dispose of 1,124 textile equipment units located in its Zhengding Park, including jet looms, fine spinning machines, automatic winding machines, coarse spinning machines, and related textile machinery [1] - As of August 31, 2025, the original book value of the disposed equipment is 444.6085 million yuan, with accumulated depreciation of 330.8919 million yuan and impairment provision of 1.1746 million yuan, resulting in a book value of 112.5420 million yuan and an assessed value of 36.2976 million yuan (excluding tax) [1]

证券代码：000158 证券简称：常山北明 公告编号：2025-068 石家庄常山北明科技股份有限公司 关于处置纺织设备的公告 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。 一、交易概述 石家庄常山北明科技股份有限公司（以下简称"公司"）与控股股东石家庄 常山纺织集团有限责任公司（以下简称"常山集团"）已完成资产置换，将纺织 业务进行剥离，剥离后剩余的纺织设备已无利用价值。为盘活存量资产，优化公 司资产质量，公司拟对该批设备进行处置。 公司于 2025 年 11 月 20 日召开了董事会九届八次会议，以 11 票同意、0 票 弃权、0 票反对通过了《关于处置纺织设备的议案》。根据《深圳证券交易所股 票上市规则》和《公司章程》等有关规定，本次纺织设备处置事项不需提交股东 会审议。 本次交易不构成关联交易，不构成重大资产重组。 二、交易对方的基本情况 本次纺织设备处置将通过国有产权交易机构以公开挂牌方式进行，交易对方 尚未确定。公司将根据上市公司信息披露要求及时披露标的资产挂牌转让的进展 情况。 三、交易标的基本情况 （一）标的资产概况 本次拟处置的资产为公司正 ...