Group 1 - The company announced that its Vice Chairman Li Feng and General Manager Ying Huajiang plan to reduce their shareholdings through centralized bidding or block trading within three months after the disclosure of the pre-announcement [1] - Li Feng intends to reduce up to 1,762,300 shares, accounting for 0.11% of the total share capital, while Ying Huajiang plans to reduce up to 1,770,300 shares, also accounting for 0.11% of the total share capital [1] - The reduction of shares has been completed as of the date of the announcement, with Li Feng selling at an average price of 26.48 yuan per share and Ying Huajiang at 26.52 yuan per share [1] Group 2 - Prior to the reduction, Li Feng held 704.94 million shares (0.44% of total share capital), which decreased to 528.70 million shares (0.33%) after the reduction [1] - Ying Huajiang held 708.12 million shares (0.44% of total share capital) before the reduction, which decreased to 531.09 million shares (0.33%) after the reduction [1] - The actual number of shares reduced did not exceed the planned reduction amount, and the shareholding changes will not affect the company's control or governance structure [1]

其中：无限售条件股份 11,375.87 7.12 9,877.26 6.18 控股 有限售条件股份 0.00 0.00 0.00 0.00 合计持有股份 704.94 0.44 528.70 0.33 李锋 其中：无限售条件股份 176.24 0.11 0.00 0.00 有限售条件股份 528.70 0.33 528.70 0.33 合计持有股份 708.12 0.44 531.09 0.33 应华江 其中：无限售条件股份 177.03 0.11 0.00 0.00 有限售条件股份 531.09 0.33 531.09 0.33 合计持有股份 12,788.93 8.00 10,937.06 6.84 其中：无限售条件股份 11,729.14 7.34 9,877.27 6.18 有限售条件股份 1,059.79 0.66 1,059.79 0.66 是□ 否 北明控股所持股份为向特定对象发行方式取得的股 本次变动是否为履行已作出的承 份，北明控股不是公司控股股东和实际控制人，其 诺、意向、计划 减持股份无需发布减持股份预披露公告；公司副董 事长李锋先生、董事兼总经理应华江先生委托公司 于 2025 年 ...

石家庄常山北明科技股份有限公司 关于公司董事、高级管理人员减持股份计划实施完成的公告 本公司副董事长李锋先生和公司董事兼总经理应华江先生保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 证券代码：000158 证券简称：常山北明 公告编号：2025-052 石家庄常山北明科技股份有限公司（以下简称"公司"或"本公司"）于2025年7月23 日披露了《关于公司董事、高级管理人员减持股份预披露公告》（公告编号：2025-048）。 公司副董事长李锋先生计划在预披露公告披露之日起15个交易日后的3个月内以集中竞 价或大宗交易方式减持不超过本公司股份1,762,300股（占本公司总股本比例0.11%）； 公司董事兼总经理应华江先生计划在预披露公告披露之日起15个交易日后的3个月内以 集中竞价或大宗交易方式减持不超过本公司股份1,770,300股（占本公司总股本比例 0.11%）。 2025年8月21日，公司收到李锋先生和应华江先生分别出具《关于减持完成的告知 函》，截至本公告披露日，上述人员股份减持计划已实施完成。现将有关情况公告如下： 一、股东减持情况 | 李锋 | 合计持有股份 ...

关于持股 5%以上股东减持股份达到 1%整数倍的公告 公司股东北京北明伟业控股有限公司及一致行动人李锋先生、应华江先生保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 石家庄常山北明科技股份有限公司（下称"公司"）于 2025 年 8 月 21 日收到公 司 5%以上股东北京北明伟业控股有限公司（以下简称"北明控股"）及一致行动人李 锋先生、应华江先生出具的《北京北明伟业控股有限公司及一致行动人关于股份变动情 况的告知函》。现将有关情况公告如下： 2 | 2025-048）；北明控股及一致行动人委托公司于 | 年 | 月 | 日披露了《关于持股 | 5%以上股东 | 2025 | 7 | 25 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 减持股份达到 | 1%整数倍的公告》（公告编号： | 2025-049）；北明控股及一致行动人实际减持情况 | | | | | | | | | | ...

Group 1 - The main stocks with significant capital outflow include Shenghong Technology (-1 billion), Industrial Fulian (-0.876 billion), and Wolong Electric Drive (-0.691 billion) [1] - The sectors affected by the capital outflow include electronic components, consumer electronics, and motors [2][3] - The largest percentage drop in stock prices was observed in Jintian Co. (-9.97%) and Wolong Electric Drive (-8.29%) [2][3] Group 2 - The total capital outflow from the top 20 stocks amounts to approximately 46.5 billion [1] - Other notable stocks with significant outflows include Yunnan Geology (-0.538 billion) and Dongfang Wealth (-0.521 billion) [1][2] - The communication equipment sector also experienced notable outflows, with companies like Tianfu Communication and Hainengda seeing outflows of 0.372 billion and 0.498 billion respectively [2][3]

Core Viewpoint - The financial performance of Changshan Beiming (000158) shows significant improvement in revenue and net profit, indicating a positive trend in the company's operational efficiency and profitability. Financial Performance Summary - The total revenue for the first half of 2025 reached 3.722 billion yuan, a year-on-year increase of 30.77% compared to 2.846 billion yuan in 2024 [1] - The net profit attributable to the parent company was -92.9944 million yuan, showing a year-on-year improvement of 63.39% from -254 million yuan in 2024 [1] - In Q2 2025, total revenue was 2.475 billion yuan, up 27.25% year-on-year, with a net profit of 6.7676 million yuan, reflecting a 105.83% increase [1] - The gross profit margin increased by 4.28% year-on-year to 10.99%, while the net profit margin improved by 72.23% to -2.53% [1] Cost and Expense Analysis - Total selling, administrative, and financial expenses amounted to 375 million yuan, accounting for 10.06% of revenue, a decrease of 36.13% year-on-year [1] - The company reported a decrease in net assets per share to 3.3 yuan, down 5.92% year-on-year [1] - Operating cash flow per share was -0.49 yuan, an increase of 37.15% year-on-year [1] Asset and Liability Changes - Cash and cash equivalents decreased by 16.54%, attributed to increased orders and fixed asset investments [1] - Accounts receivable increased by 12.78% to 2.923 billion yuan, while inventory rose by 39.91% due to unfinished projects [2] - Long-term borrowings increased by 48.43% due to project loans and debt structure optimization [5] Revenue Drivers - The increase in total revenue by 30.77% was primarily driven by higher income from integrated business operations [7] - Research and development expenses rose by 43.38%, indicating a focus on innovation and product development [9][17] Profitability Metrics - The operating profit increased by 69.86%, driven by higher revenue and gross profit [22] - The total profit increased by 68.6%, reflecting improved operational performance [25] - The net profit attributable to the parent company increased by 63.39%, indicating a positive trend in profitability [27] Investment and Financing Activities - Cash flow from investing activities decreased significantly due to increased purchases of computing service equipment [10] - Cash flow from financing activities increased by 351.97%, reflecting new borrowings and financing leases [10]

Core Viewpoint - The report highlights the positive transformation and growth of Changshan Beiming, with significant revenue increase and strategic partnerships, despite current losses in net profit due to business restructuring [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 3.722 billion yuan, a year-on-year increase of 30.77% [1]. - Net profit saw a substantial narrowing of 63.39% compared to the previous year, attributed to the divestment of the textile business and the introduction of new energy and smart industry sectors [1]. Strategic Partnerships - Changshan Beiming is a key strategic partner of Huawei, collaborating on the development of Huawei's Kunpeng and Ascend AI industries [1]. - The company received multiple awards from Huawei, including "Meritorious Partner Award" and "Best Service Award for Digital Transformation" [1]. Research and Development - The company invested 127 million yuan in R&D during the reporting period, marking a significant increase of 43.38% year-on-year [1]. - As of June 30, 2025, Changshan Beiming obtained 749 software copyrights, 32 invention patents, and 2 utility model patents [1]. Software and Information Technology Services - The software business has strengthened market competitiveness, with ongoing strategic collaborations with industry giants like Huawei and Hikvision [2]. - The company is actively advancing projects in digital government and digital economy, focusing on smart city initiatives across various provinces [2]. New Energy Development - As of June 30, 2025, Changshan Beiming has established 9 distributed photovoltaic projects with a total installed capacity of 13.5 MW [3]. - The company reported a photovoltaic revenue of 3.54 million yuan, a 105.8% increase from the previous year, and a net profit of 1.536 million yuan, up 89.6% [3]. Industry Outlook - The software and information technology service industry in China continues to show robust growth, with both revenue and profit experiencing double-digit increases [4]. - Changshan Beiming aims to focus on its core software business to enhance its market position [4].

Group 1 - Huawei's Ascend segment leads the market with an increase of 2.05% [1] - High-tech companies such as Gaoxin Xing rise by 10.06%, Runhe Software by 9.56%, and Yanshan Technology by 5.08% [1] - Companies like *ST Zhisheng, Changshan Beiming, and Softcom Power see increases of over 4% [1]

Core Viewpoint - The A-share market saw a significant rally in Hongmeng concept stocks, with multiple companies experiencing substantial price increases, indicating strong investor interest in this sector [1]. Group 1: Stock Performance - Chengmai Technology (300598) reached a 20% limit up, with a total market value of 12 billion and a year-to-date increase of 14.44% [2]. - Huiwei Intelligent (832876) surged by 14.27%, with a market capitalization of 2.508 billion and a remarkable year-to-date increase of 139.61% [2]. - Runhe Software (300339) rose by 11.92%, with a market value of 53.4 billion and a year-to-date increase of 34.14% [2]. - Dashijian (002421) increased by 10.14%, with a market capitalization of 8.058 billion and a year-to-date increase of 10.79% [2]. - Zhongke Jincai (002657) also saw a 10.01% rise, with a market value of 14.5 billion and a year-to-date increase of 133.30% [2]. - Saili Medical (603716) experienced a 10.01% increase, with a market capitalization of 6.277 billion and an impressive year-to-date increase of 355.12% [2]. - Taxfriend (603716) rose by 8.68%, with a market value of 22.5 billion and a year-to-date increase of 82.42% [2]. - Guozi Software (872953) increased by 7.82%, with a market capitalization of 5.759 billion and a year-to-date increase of 114.64% [2]. - Dazhihui (601519) saw a 7.49% increase, with a market value of 36.8 billion and a year-to-date increase of 100.11% [2]. - Huali Co. (603038) rose by 7.20%, with a market capitalization of 4.162 billion, but a year-to-date decrease of 4.92% [2]. - Changshan Beiming (000158) increased by 7.19%, with a market value of 43.2 billion and a year-to-date increase of 34.06% [2]. - Ruantong Power (301236) rose by 6.59%, with a market capitalization of 58.7 billion and a year-to-date increase of 5.17% [2]. - Chicheng Co. (834407) increased by 6.30%, with a market value of 1.744 billion and a year-to-date increase of 52.27% [2]. - Yanshan Technology (002195) rose by 5.74%, with a market capitalization of 36.6 billion and a year-to-date increase of 62.47% [2].

Core Viewpoint - The company reported a significant revenue increase in the first half of 2025, driven by its software business, while reducing its net loss compared to the previous year [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 3.722 billion yuan, representing a year-on-year growth of 30.77% [1]. - The net loss attributable to shareholders was 92.9944 million yuan, a notable decrease from the adjusted loss of 244 million yuan in the same period last year [1]. - The non-deductible net profit loss was 126 million yuan, also reduced from 320 million yuan year-on-year [1]. Group 2: Business Strategy and Development - The company has shifted its focus to software as its main business after divesting its textile operations, enhancing its core competitiveness [1]. - The company has established strategic partnerships with industry giants such as Huawei and Hikvision, aiming to expand its presence in sectors like finance, government, and state-owned enterprises [2]. - The company has made significant investments in research and development, resulting in 749 software copyrights, 32 invention patents, and 2 utility model patents [2]. Group 3: Project Progress and Future Outlook - The company has completed the construction filing for the second phase of the Changshan Cloud Data Center project and plans to proceed with the procurement of power equipment and cabinets [2]. - The company is closely monitoring trends in artificial intelligence and supercomputing, aiming to enhance its project implementation and market presence [2]. - The company intends to continue focusing on its software business to strengthen and optimize its operations in the future [3].