- The report does not contain any quantitative models or factors for analysis

Core Viewpoint - The company, Qiming Information, announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in closing prices over two consecutive trading days (August 26 and August 27, 2025) [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Qiming Information has shown a significant increase, with a cumulative rise exceeding 20% over two trading days [1] - **Company's Response** - The company conducted a self-examination and confirmed that there are no corrections or supplements needed for previously disclosed information [1] - The recent operational situation of the company is normal, and there have been no significant changes in the internal and external operating environment [1] - **Disclosure Compliance** - The company's controlling shareholder and actual controller have no undisclosed significant matters that should be disclosed [1] - There are no violations of information fair disclosure by the company [1]

证券代码：002232 证券简称：启明信息 公告编号：2025-021 启明信息技术股份有限公司 关于股票交易异常波动的公告 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、误导性陈述或重大遗漏。 3、公司目前经营情况正常，内外部经营环境未发生重大变 化； 4、公司控股股东及实际控制人不存在应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东及实际控制人在本公司股票交易异常波动 期间未买卖本公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，除上述自查确认事项外，目前没有任 何根据深交所《股票上市规则》等有关规定应予以披露而未披 露的事项或与该事项有关的筹划、商谈、意向、协议等；董事 会也未获悉本公司有根据深交所《股票上市规则》等有关规定 应予以披露而未披露的、对本公司股票及其衍生品种交易价格 产生较大影响的信息；公司前期披露的信息不存在需要更正、 补充之处。 一、股票交易异常波动的情况介绍 启明信息技术股份有限公司（以下简称"公司"）股票 （证券简称：启明信息 证券代码：002232）连续2个交易日内 （2025年8月26日、8月27日）收盘价格涨幅 ...

Group 1 - The stock of Qiming Information reached the daily limit, with a turnover rate of 20.56% and a transaction amount of 1.942 billion yuan, showing a fluctuation of 6.48% [2] - The stock was listed on the Shenzhen Stock Exchange due to a deviation in daily price increase of 11.91%, with net selling by the Shenzhen Stock Connect amounting to 16.6938 million yuan [2] - The top five trading departments accounted for a total transaction of 344 million yuan, with a buying amount of 156 million yuan and a selling amount of 188 million yuan, resulting in a net selling of 32.2838 million yuan [2] Group 2 - The main capital outflow for the stock was 45.2438 million yuan, with a net inflow of large orders amounting to 32.5535 million yuan and a net outflow of large funds of 77.7973 million yuan [2] - Over the past five days, the net inflow of main capital was 98.9635 million yuan [2] - The trading data on August 27 shows significant buying from various securities firms, with the top buyer being China International Capital Corporation Shanghai Branch, purchasing 33.0951 million yuan [2]

Group 1 - The MLOps sector leads the market with a rise of 3.52% [1] - Qiming Information increased by 10.02% [1] - Transsion Holdings rose by 5.0% [1] - Xinghuan Technology saw an increase of 4.85% [1] - Wanda Information experienced a rise of over 2% [1]

Group 1 - The EDR concept sector led the market with an increase of 3.75% [1] - Qiming Information saw a significant rise of 10.02% [1] - Rockchip increased by 8.84% [1] - 360 (Sanliu Ling) rose by 2.66% [1] - Allwinner Technology and Guomin Technology both experienced gains of over 2% [1]

据证券之星公开数据整理，近期启明信息（002232）发布2025年中报。截至本报告期末，公司营业总收 入3.3亿元，同比上升6.51%，归母净利润1418.81万元，同比上升2568.5%。按单季度数据看，第二季度 营业总收入1.95亿元，同比上升23.55%，第二季度归母净利润2924.06万元，同比上升56.7%。本报告期 启明信息盈利能力上升，毛利率同比增幅1.88%，净利率同比增幅2406%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率26.97%，同比增1.88%，净利率4.3%，同比增 2406.0%，销售费用、管理费用、财务费用总计4627.61万元，三费占营收比14.03%，同比减23.31%，每 股净资产3.42元，同比增0.96%，每股经营性现金流-0.46元，同比减38.1%，每股收益0.03元，同比增 2569.23% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 3.1亿 | 3.3亿 | 6.51% | | 归母浄利润（元） | 53.17万 | 1418.81万 | 2568 ...

Summary of Key Points Core Viewpoint - In August 2023, a total of 673 companies released their semi-annual reports for 2025, with 353 companies reporting a year-on-year increase in net profit, while 320 reported a decline. Additionally, 389 companies saw an increase in operating revenue, and 284 experienced a decrease. Notably, 255 companies had both net profit and operating revenue growth, while 186 companies reported declines in both metrics. The company with the highest profit growth was Huahong Technology, with an increase of 3480.57% [1]. Group 1: Company Performance - Huahong Technology reported a net profit of 79.63 million yuan, with a staggering year-on-year increase of 3480.57% and operating revenue of 315.94 million yuan, up 17.17% [1]. - Other notable performers include: - Guangda Tongchuang with a net profit of 23.22 million yuan, a year-on-year increase of 2699.69%, and operating revenue of 74.99 million yuan, up 48.31% [1]. - Qiming Information reported a net profit of 14.19 million yuan, up 2568.50%, with operating revenue of 32.99 million yuan, an increase of 6.51% [1]. - New Yisheng achieved a net profit of 394.23 million yuan, a 355.68% increase, with operating revenue of 1,043.72 million yuan, up 282.64% [1]. Group 2: Revenue Trends - A total of 71 companies experienced a doubling of their performance metrics, indicating strong growth potential in the market [1]. - The overall trend shows that while many companies are experiencing growth, there are also significant numbers reporting declines, highlighting a mixed performance landscape [1]. - Companies like Huafeng Technology and Yongding Co. also reported substantial increases in both net profit and operating revenue, with year-on-year growth rates of 940.64% and 917.66%, respectively [1].

Core Viewpoint - The state-owned cloud concept stocks experienced a strong performance on August 26, with several stocks reaching significant gains during the early trading session [1]. Group 1: Stock Performance - Qiming Information (002232) reached a limit up with a price of 21.35, reflecting a 9.99% increase [2]. - Changshan Beiming (000158) rose by 8.40%, reaching a price of 28.26 [2]. - Tefa Information (000070) increased by 6.47%, with a current price of 11.19 [2]. - Data Port (603881) saw a 4.49% rise, reaching a price of 32.60 [2]. - Inspur Information (000977) experienced a 2.98% increase, with a price of 71.21 [2].

Group 1 - The satellite navigation sector is experiencing significant activity, with companies like Kaipu Cloud achieving consecutive trading limits and Shaanxi Huada (301517) hitting a 20% limit up [1] - Other companies such as China Satellite (600118), Changjiang Communication (600345), and Qiming Information (002232) also opened high [1] - Recent reports indicate that relevant authorities are set to issue satellite internet licenses, which is expected to further stimulate the sector [1]