证券时报e公司讯，11月22日，全球智慧物联网联盟（GIIC）第一届理事会第三次会议暨第二次会员大 会在深圳圆满召开。 会议审议通过一系列重要议题，宣布了联盟新增会员单位名单和理事单位名单，并举行现场授牌仪式。 拓维信息作为GIIC联盟首批发起成员受邀出席会议，正式当选为全球智慧物联网联盟（GIIC）理事单 位。 ...

①刚刚！此地发文加快推动光芯片产业发展，这家华为参股公司已形成全面、丰富的通信光芯片产品矩 阵，在今年光博会发布了光芯片新品； ②山东招标2.2万架飞行器构建 "低空天网"，低空经济万亿级市 场爆发在即，这家公司深耕红外、微波、激光等多维感知领域，赋能低空经济等诸多领域； ③这家华 为核心战略合作伙伴预中标中国电信服务器采购项目，供货产品为神州鲲泰系列通用服务器和AI服务 器。 【大头条】 一、光芯片|刚刚！此地发文加快推动光芯片产业发展，这家华为参股公司已形成全面、丰富的通信光 芯片产品矩阵，在今年光博会发布了光芯片新品 据媒体报道，广东省人民政府办公厅印发《广东省加快推动光芯片产业创新发展行动方案(2024—2030 年)》。其中提到，省重点领域研发计划支持光芯片技术攻关。加大对高速光通信芯片、高性能光传感 芯片、通感融合芯片、薄膜铌酸锂材料、磷化铟衬底材料、有机半导体材料、硅光集成技术、柔性集成 技术、磊晶生长和外延工艺、核心半导体设备等方向的研发投入力度，着力解决产业链供应链的"卡 点""堵点"问题。 点评：天风通信表示，2025年全球数通高速光模块维持高景气，400G需求有望继续提升、800G需求有 ...

Revenue and Profit - Revenue for the third quarter reached 1,216,491,145.86 yuan, a year-on-year increase of 52.15%[3] - Net profit attributable to shareholders of the listed company was 7,677,993.87 yuan, a year-on-year decrease of 48.45%[3] - Operating revenue surged to 2,944,950,911.46 yuan from 1,872,678,252.39 yuan, showing significant revenue growth[15] - Operating profit for the quarter was RMB 8,662,943.14, compared to RMB 68,005,215.58 in the same period last year[16] - Net profit attributable to shareholders of the parent company was RMB 11,013,222.69, up from RMB 72,708,365.51 year-over-year[16] - Basic earnings per share were RMB 0.0088, compared to RMB 0.0584 in the same period last year[16] Cash Flow - Operating cash flow for the period was 193,136,021.16 yuan, a year-on-year increase of 138.10%[3] - Cash flow from operating activities was RMB 193,136,021.16, a significant improvement from a negative RMB 506,894,681.23 in the previous year[18] - Cash received from sales of goods and services was RMB 2,992,822,537.06, a 59.9% increase compared to RMB 1,871,670,784.39 in the same period last year[18] - Cash paid for employee compensation and benefits was RMB 1,042,971,001.83, up 78.4% from RMB 584,766,242.80 year-over-year[18] - Cash flow from investment activities was RMB 142,631,263.21, compared to RMB 184,005,009.63 in the previous year[18] - Cash received from financing activities was RMB 1,081,937,823.57, down 7.8% from RMB 1,173,384,257.73 year-over-year[19] - Cash and cash equivalents at the end of the period were RMB 1,338,472,660.68, a 43.5% increase from RMB 932,982,173.20 at the end of the previous year[19] Assets and Liabilities - Total assets as of the end of the reporting period were 5,585,061,973.72 yuan, an increase of 5.64% compared to the end of the previous year[3] - Total assets increased to 5,585,061,973.72 yuan from 5,287,129,846.78 yuan, reflecting growth in the company's asset base[13] - Total liabilities rose to 2,885,531,274.38 yuan from 2,578,259,015.49 yuan, indicating increased financial obligations[13] - The company's monetary funds at the end of the period amounted to 1,454,090,116.31 RMB, an increase from 1,104,855,788.48 RMB at the beginning of the period[12] - The company's accounts receivable at the end of the period amounted to 1,563,552,704.89 RMB, an increase from 1,083,463,911.96 RMB at the beginning of the period[12] - The company's inventory at the end of the period amounted to 923,452,378.30 RMB, slightly decreased from 926,806,942.19 RMB at the beginning of the period[12] - The company's total current assets at the end of the period amounted to 4,625,484,703.06 RMB, an increase from 4,017,069,837.88 RMB at the beginning of the period[12] - The company's long-term equity investment at the end of the period amounted to 59,050,095.34 RMB, an increase from 54,703,859.11 RMB at the beginning of the period[12] - The company's development expenditure at the end of the period amounted to 63,360,467.44 RMB, a significant increase from 22,697,221.18 RMB at the beginning of the period[12] Expenses and Costs - R&D expenditure increased by 179.16% to 63,360,467.44 yuan, reflecting the company's increased investment in research and development[6] - Sales expenses increased by 47.12% to 99,385,957.14 yuan, primarily due to higher sales commissions[6] - Financial expenses surged by 3278.22% to 28,276,011.99 yuan, mainly due to an increase in bank loan scale[6] - Operating costs increased to 2,912,719,437.51 yuan from 1,809,513,190.68 yuan, reflecting higher expenses[15] - R&D expenses decreased to 138,843,016.37 yuan from 146,313,656.32 yuan, indicating a reduction in research and development spending[15] - Financial expenses rose to 28,276,011.99 yuan from -889,680.61 yuan, showing a shift from income to expense[15] - Other income increased to 23,641,792.00 yuan from 17,220,998.33 yuan, reflecting higher non-operating income[15] - Investment income decreased to 9,093,180.73 yuan from 14,571,424.06 yuan, indicating lower returns on investments[15] - Credit impairment losses increased to -25,286,161.25 yuan from -20,546,618.90 yuan, showing higher credit-related losses[15] - Asset impairment losses rose to -28,579,395.54 yuan from -1,800,802.36 yuan, reflecting increased losses on asset valuation[15] - Asset impairment losses increased by 1487.04% to -28,579,395.54 yuan, mainly due to impairment of intangible assets related to restaurant games[7] Shareholders and Equity - The total number of ordinary shareholders at the end of the reporting period is 291,825[8] - Li Xinyu holds 11.78% of the shares, totaling 147,944,462 shares[8] - Song Ying holds 7.22% of the shares, totaling 90,706,405 shares[8] - Li Songfeng holds 1.85% of the shares, totaling 23,268,074 shares[8] Loans and Liabilities - Contract liabilities increased by 101.88% to 261,757,489.35 yuan, driven by an increase in advance payments from customers[6] - Long-term loans increased by 97.17% to 542,483,650.82 yuan, mainly due to an increase in long-term bank borrowings[6]

拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2024-055 拓维信息系统股份有限公司 关于参加湖南辖区 2024 年度投资者网上集 体接待日活动的公告 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，并对公告中 的虚假记载、误导性陈述或重大遗漏承担责任。 为进一步加强与投资者的互动交流，使广大投资者能更深入全面地了解公 司情况，拓维信息系统股份有限公司（以下简称"公司"）将参加由中国证券监 督管理委员会湖南监管局、湖南省上市公司协会与深圳市全景网络有限公司联合 举办的"湖南辖区 2024 年度投资者网上集体接待日"活动，现将有关事项公告 如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号"全景财经"，或下载全景路演 APP， 参与本次互动交流。活动时间为 2024 年 10 月 10 日（星期四） 下午 15:30- 17:00。 届时公司副总经理、董事会秘书、财务总监邢霓虹女士，证券事务代表李梦 诗女士将通过网络远程交流的形式，与投资者就公司治理、发展战略、经营状况 和可持续发展等投资 ...

股 票 研 究 证 券 研 究 报 告 [table_Authors] 朱丽江(分析师) 010-83939785 zhulijiang@gtjas.com 登记编号 S0880523060002 本报告导读： 公司营收实现快速增长，软硬一体双轮驱动，费用管控力度有所强化，但归母净利 润仍阶段性承压，公司有望持续受益于 AI 国产化浪潮，实现超预期发展。 投资要点： [Table_Summary] 维持"增持"评级，下调目标价至 16.94 元。根据最新财务数据， 我们下调并新增盈利预测，预计 2024-2026 年公司 EPS 分别为 0.07 （-0.17）、0.12（-0.26）、0.19 元，基于最新盈利预测，按照 2024 年 5 倍 PS，下调目标价至 16.94 元，维持"增持"评级。 公司营收实现快速增长，归母净利润阶段性承压。2024 年上半年， 公司实现营收 17.28 亿元，同比增长 61.07%，实现归母净利润 0.03 亿元，同比下降 94.23%，公司营收实现快速增长，归母净利润阶段 性承压。 软硬一体双轮驱动，费用管控力度有所强化。2024 年上半年，公司 智能计算硬件产品实现营 ...

拓维信息系统股份有限公司 2024 年半年度报告全文 拓维信息系统股份有限公司 2024 年半年度报告 2024-048 2024 年 8 月 1 拓维信息系统股份有限公司 2024 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人李新宇、主管会计工作负责人邢霓虹及会计机构负责人(会计 主管人员)杨会声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来发展计划等前瞻性陈述，不构成公司对投资者的实 质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解 计划、预测与承诺之间的差异，请投资者注意投资风险。公司已在本报告中 详细描述可能存在的相关风险，敬请查阅本报告第三节的"十、公司面临的 风险和应对措施"部分，敬请广大投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 拓维信息系统股份有限公司 2024 年半年度报告全文 目录 | --- | ...

拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2024-042 拓维信息系统股份有限公司 2024 年半年度业绩预告 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。 一、本期业绩预计情况 （一）业绩预告期间 2024年1月1日至2024年6月30日 （二）业绩预告情况：□扭亏为盈 □同向上升 √同向下降 | --- | --- | --- | |----------------|------------------------------------------|-----------------------| | 项 目 | 本报告期 上年同期 | | | 归属于上市公司 | 盈利 :400.00 万元 至 600.00 万元 | | | 股东的净利润 | 比上年同期下降： 93.08% — 89.62% | 盈利 :5,781.47 万元 | | 扣除非经常性损 | 盈利 :200.00 万元 至 400.00 万元 | | | 益后的净利润 | 比上年同期下降： 95.22%—90.44% | 盈利 :4,184.51 万元 ...

证券代码：002261 证券简称：拓维信息 拓维信息系统股份有限公司 投资者关系活动记录表 编号：2024 - 001 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 线上参与公司2023年度网上业绩说明会的全体投资者 参与单位名称及人员姓名 2024年06月27日 15:30-17:00 时间 价值在线（https://www.ir-online.cn/）网络互动 地点 董事长，总经理 李新宇 副总经理、董事会秘书、财务总监 邢霓虹 独立董事 曹越 上市公司接待人员姓名 独立董事 文颖 ...

you you you you The five most difficult years in the past five years are also the five years of the history of Tuowei. From the awakening organization to the internal combustion zone, The cultural path is the same for all. We use the power of our hearts to guide the direction of our progress. We rise up to be a man, with a heavy heart. We dare to take the responsibility, and rise up against the current. We use the courage to fight, to respond to the challenges of the times. We are not sure, if the waxing li ...

you you. you The most difficult five years of the past environment is also the five years of the breakthrough of the history. From the awakening organization to the burning inner region, The path of culture is the same for all. We use the power of the mind to guide the direction of progress. We choose the wrong as the people, and the right as the city. We dare to take the responsibility and go up against the current. We use the footprints of struggle to respond to the challenges of the times. We are not sur ...