证券代码：002238 证券简称：天威视讯 公告编号：2026－004 深圳市天威视讯股份有限公司 胡涛先生的辞职不会影响公司日常经营活动的开展。截至本公告日，胡涛先 生未持有本公司股票，也不存在按照相关监管规定应履行而未履行的任何承诺。 胡涛先生在任职公司副总经理期间，认真履行工作职责，充分行使职权，恪 尽职守，勤勉尽责，公司董事会对胡涛先生在副总经理任期内为公司所做的贡献 表示感谢。 特此公告。 深圳市天威视讯股份有限公司 董事会 2026 年 2 月 6 日 1 关于副总经理辞职的公告 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。 深圳市天威视讯股份有限公司（以下简称"公司"或"本公司"）董事会于 2026 年 2 月 4 日收到副总经理胡涛先生提交的书面辞职报告。因工作调整，胡 涛先生申请辞去公司副总经理职务，胡涛先生原定任期为自任职生效之日起至公 司第九届董事会届满之日止。董事会已接受其辞呈，胡涛先生的辞职报告自送达 董事会之日起生效。辞职后，胡涛先生在公司控股子公司——深圳市深汕特别合 作区威睿信息科技有限公司继续担任执行董事职务，在深圳市广电网 ...

天威视讯公告称，2月4日董事会收到副总经理胡涛书面辞职报告，因工作调整，其申请辞去该职务，辞 呈自送达日生效。辞职后，胡涛在公司控股、参股子公司仍担任部分职务。截至公告日，胡涛未持有公 司股票，无未履行承诺。其辞职不影响公司日常经营，公司将尽快完成其在子公司职务调整。 ...

Group 1 - Tianwei Video Technology saw a sharp increase, hitting the daily limit up [1] - Shunwang Technology rose over 15% [1] - Wangsu Science and Technology increased by more than 13% [1] - Other companies such as Nanling Technology, Qingyun Technology, Yuke Technology, Litong Electronics, and Guanghuan Xunwang also experienced significant gains [1]

Group 1 - The television broadcasting sector increased by 3.15% compared to the previous trading day, with Tianwei Video leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] - Key stocks in the television broadcasting sector showed significant price increases, with Tianwei Video rising by 9.99% to a closing price of 9.03 [1] Group 2 - The net inflow of main funds in the television broadcasting sector was 162 million yuan, while retail funds saw a net inflow of 20.35 million yuan [1] - Tianwei Video had a main fund net inflow of 78.46 million yuan, accounting for 27.47% of its trading volume, despite a retail net outflow of 50.42 million yuan [2] - Oriental Pearl experienced a main fund net inflow of 66.38 million yuan, but also faced a retail net outflow of 4.09 million yuan [2]

Market Overview - The A-share market experienced a significant upward trend on February 3, with the Shanghai Composite Index closing at 4067.74 points, up 1.29%. The Shenzhen Component rose by 2.19%, the ChiNext Index increased by 1.86%, the Sci-Tech Innovation Index gained 2.44%, and the Northbound 50 Index surged by 3.27%. The total trading volume across the Shanghai and Shenzhen markets reached 25,656 billion yuan [1]. Sector Performance - Over 4,800 stocks in the market saw gains, with the photovoltaic industry chain showing strong performance, particularly in the space photovoltaic sector, where companies like Aotewei and Zerun New Energy hit the daily limit with a 20% increase [3]. - The commercial aerospace sector rebounded, with stocks such as Jieli Suojin and Aerospace Development also reaching the daily limit [3]. - The chemical sector remained active, with Wanfeng shares achieving a four-day limit increase [3]. - The precious metals concept saw localized activity, with Hunan Gold hitting the daily limit [4][5]. Precious Metals Market - The precious metals market saw a sharp rebound, with Hunan Gold achieving a remarkable 7-day, 6-limit increase. Other notable performers included Xiaocheng Technology, which rose over 18%, and Zijin Mining, which increased by over 6% [5]. - On February 3, gold prices surged, with spot gold rising over 5% to surpass $4,900 per ounce, while silver also maintained an upward trend, increasing over 8% to break through $86 per ounce [6]. - According to China Galaxy Securities, the recent decline in precious metal prices can be viewed as a market-driven cooling following a period of rapid price increases, rather than a panic exit of funds. This price correction is seen as a normal phenomenon that helps release overheated market sentiment [6]. - Guotai Junan Securities indicated that the recent significant drop in precious metal prices is a technical adjustment to the irrational increases seen since the beginning of the year, rather than the end of a long-term upward trend for gold. The decline in speculative sentiment and leverage levels is expected to support a healthier upward trend for gold in the near term [6]. Computing Power Leasing Sector - The computing power leasing sector showed continued strength, with Tianwei Vision experiencing a direct limit increase [7][8]. - Other companies in this sector, such as Wangsu Technology and Capital Online, saw increases of over 10% [8]. - The CPO concept also performed actively, with Robotech hitting a 20% limit increase, and companies like Juguang Technology, Dekeli, and Tianfu Communication rising over 10% [8]. - According to Dongwu Securities, major overseas cloud providers have begun raising prices for their services, marking the first increase in years. This trend is expected to influence domestic cloud providers to follow suit, creating investment opportunities in the AI cloud industry as demand increases [8].

广发养老指数A（000968）基金经理为曹世宇。 截至发稿，曹世宇累计任职时间2年54天，现任基金资产总规模404.01亿元，任职期间最佳基金回报 139.82%， 任职期间最差基金回报8.87%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月3日，天威视讯涨7.55%，截至发稿，报8.83元/股，成交5790.61万元，换手率0.86%，总市值70.87亿 元。 资料显示，深圳市天威视讯股份有限公司位于广东省深圳市福田区彩田路6001号，成立日期1995年7月 18日，上市日期2008年5月26日，公司主营业务涉及有线电视网络的建设、规划与维护广播电视的接收 及传输,主要面向深圳地区有线电视用户,电视购物及网络购物。主营业务收入构成为：有线电视行业 89.89%，其他5.87%，数字文化制作4.25%。 从天威视讯十大流通股东角度 数据显示，广发基金旗下1只基金位居天威视讯十大流通股东。广发养老指数A（000968）三季度 ...

Core Viewpoint - The television broadcasting sector experienced a decline of 1.79% on February 2, with the Shanghai Composite Index closing at 4015.75, down 2.48%, and the Shenzhen Component Index at 13824.35, down 2.69% [1]. Group 1: Stock Performance - The stock performance of individual companies in the television broadcasting sector showed mixed results, with notable declines in several stocks [1]. - Key performers included: - Liujin Technology (920021) with a closing price of 13.42, up 2.44% and a trading volume of 714,300 shares, totaling 983 million yuan [1]. - Jishi Media (626109) closed at 3.71, up 1.64% with a trading volume of 1,497,500 shares, totaling 563 million yuan [1]. - Other companies like Guizhou Broadcasting Network (600996) and Hubei Broadcasting (000665) saw declines of 1.02% and 1.11% respectively [1]. Group 2: Capital Flow - The television broadcasting sector saw a net outflow of 240 million yuan from main funds, while retail investors contributed a net inflow of 1.47 billion yuan [2]. - The capital flow for individual stocks indicated: - Jishi Media (601929) had a main fund net outflow of 20.56 million yuan, with retail investors contributing a net inflow of 19.35 million yuan [3]. - North Investment Technology (600936) experienced a main fund net inflow of 8.09 million yuan, while retail investors had a net outflow of 2.23 million yuan [3]. - Hubei Broadcasting (000665) faced a significant main fund net outflow of 11 million yuan, but retail investors contributed a net inflow of 10.62 million yuan [3].

Core Viewpoint - Shenzhen Tianwei Video Co., Ltd. is actively transforming its business model in response to the stagnation of traditional cable television services, recently entering into two strategic partnerships to innovate its business layout and model [1][2]. Group 1: Strategic Partnerships - Tianwei Video signed a strategic cooperation framework agreement with Shenzhen Happiness Health Industry Group to provide integrated smart network solutions and enhance family user service capabilities in the elderly care sector [1][2]. - The partnership aims to create a comprehensive ecosystem for smart elderly care services, integrating technology and high-quality services to reach elderly users effectively [2]. Group 2: Smart Elderly Care Services - Since 2021, Tianwei Video has been exploring smart home elderly care services, collaborating with local authorities to upgrade its service systems using 5G and AI technologies [3]. - In 2023, the company developed a virtual elderly care model that combines smart systems with professional services, utilizing big data and IoT to address home safety issues for the elderly [3]. - By 2024, Tianwei Video plans to expand its smart elderly care services across ten districts in Futian, covering over 1,000 households, ensuring comprehensive safety monitoring for elderly residents [3]. Group 3: Cybersecurity Initiatives - Tianwei Video signed a strategic cooperation agreement with China Cybersecurity Technology Co., Ltd. to enhance network security operations for state-owned enterprises in Shenzhen [4][5]. - The collaboration will focus on building a network security online supervision platform and operational support center, improving the overall cybersecurity level of state-owned enterprises [4][5]. - Tianwei Video aims to leverage its extensive fiber optic network and data centers to provide tailored security services to government and state-owned enterprises, expanding its footprint in the cybersecurity sector [5].

经济观察网2026年1月27日，天威视讯（002238）发布2025年度业绩预告，预计2025年净利润亏损1.6亿 元至2.2亿元。扣除非经常性损益后的净利润亏损1.84亿元至2.44亿元。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002238 证券简称：天威视讯 公告编号：2026-002 深圳市天威视讯股份有限公司 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.业绩预告情况：预计净利润为负值。 ■ 二、与会计师事务所沟通情况 本期业绩预告的相关财务数据未经注册会计师审计。公司就业绩预告有关事项与年报审计会计师事务所 进行了初步沟通，双方不存在分歧。 三、业绩变动原因说明 公司预计2025年利润总额、归属于上市公司股东的净利润、归属于上市公司股东的扣除非经常性损益的 净利润亏损主要原因：一是受市场环境变化、行业竞争加剧等因素影响，广深及周边地区通用数据中心 机柜租赁价格持续下行，虽然公司市场团队多方努力，但深汕威视数据中心（一期）以及南山、龙华数 据中心销售仍未达预期，根据《企业会计准则第8号一资产减值》，基于谨慎性原则，公司对上述三个 数据中心资产拟计提减值，最终资产减值准备实际计提金额以评估机构的评估报告及会计 ...