特此公告。 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：2025-058 拓维信息系统股份有限公司 关于参加湖南辖区 2025 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"）将参加由湖南证监局、 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"资本聚三湘 楚光 耀新程——2025 年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明 会"活动，现将相关事项公告如下： 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 2025 年 9 月 19 日（星期五）14:00-17:00。届 时公司高管将在线就公司 2024 年至 2025 半年度业绩、公司治理、发展战略、 经营状况、融资计划、股权激励和可持续发展等投资者 ...

资金流向方面，主力资金净流出5594.53万元，特大单买入2.10亿元，占比8.22%，卖出2.13亿元，占比 8.36%；大单买入5.09亿元，占比19.95%，卖出5.61亿元，占比22.01%。 拓维信息今年以来股价涨107.26%，近5个交易日涨5.27%，近20日涨12.31%，近60日涨28.51%。 今年以来拓维信息已经20次登上龙虎榜，最近一次登上龙虎榜为8月28日。 资料显示，拓维信息系统股份有限公司位于湖南省长沙市岳麓区桐梓坡西路298号，成立日期1996年5月 20日，上市日期2008年7月23日，公司主营业务涉及面向K-12的教育服务和基于手机游戏、动漫的移动 互联网产品。主营业务收入构成为：软件及服务72.71%，智能计算产品21.74%，其他5.55%。 9月15日，拓维信息盘中上涨2.04%，截至13:09，报37.95元/股，成交25.50亿元，换手率5.97%，总市值 478.01亿元。 截至7月31日，拓维信息股东户数45.38万，较上期增加0.44%；人均流通股2525股，较上期减少0.21%。 2025年1月-6月，拓维信息实现营业收入13.06亿元，同比减少24.42 ...

9月12日，拓维信息盘中上涨2.01%，截至10:27，报38.00元/股，成交24.83亿元，换手率5.75%，总市值 478.64亿元。 分红方面，拓维信息A股上市后累计派现1.38亿元。近三年，累计派现0.00元。 资金流向方面，主力资金净流出8333.61万元，特大单买入1.81亿元，占比7.28%，卖出2.27亿元，占比 9.14%；大单买入5.12亿元，占比20.60%，卖出5.49亿元，占比22.10%。 机构持仓方面，截止2025年6月30日，拓维信息十大流通股东中，南方中证500ETF（510500）位居第三 大流通股东，持股1495.79万股，相比上期增加201.77万股。易方达中证人工智能主题ETF（159819）位 居第五大流通股东，持股862.88万股，相比上期增加12.46万股。香港中央结算有限公司位居第六大流通 股东，持股470.83万股，相比上期减少2056.51万股。诺安积极回报混合A（001706）位居第七大流通股 东，持股442.46万股，相比上期减少18.03万股。嘉实中证软件服务ETF（159852）位居第八大流通股 东，持股403.42万股，相比上期增加33.33万 ...

细究财报数据可见，真正支撑2025年上半年利润增长的并非主营业务，而是两笔特殊收入：1794.36万元的债权转让收益与7284.45万元的业绩补 偿款。其中，后者占净利润总额的92%，直接推动利润同比激增2262.83%。这笔源自2017年收购深圳市海云天控股的补偿款，历经多年协商终于 在2025年4月到账，但因其非经常性损益属性，难以持续支撑企业盈利。 当剔除这部分"意外之财"后，公司核心业务实际处于亏损状态，2025年上半年主营业务净利润为-1340.26万元。这种"表面繁荣"的财务表现，让 市场对企业的真实经营状况产生质疑。不过深入分析其业务结构，仍能发现支撑未来发展的战略布局。 在软件服务领域，拓维信息构建了"教育+鸿蒙"的双轮驱动模式。教育业务方面，通过整合海云天科技、长征教育等资源，形成了覆盖K12到幼 教的全链条服务体系。其智慧考试系统不仅服务全国高考、中考等大型考试，2024年新高考适应性考试评卷服务的市场占有率更达到70%。与华 为的合作则进一步强化技术壁垒，基于开源鸿蒙开发的教育行业发行版已应用于智能终端设备。 鸿蒙生态的布局更具战略价值。作为华为全方位战略合作伙伴，子公司开鸿智谷打造的" ...

证券之星消息，9月11日医疗信息化板块较上一交易日上涨2.45%，杰创智能领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。医疗信息化板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301248 | 杰创智能 | 29.80 | 11.28% | 35.36万 | 10.71亿 | | 002261 | 拓维信息 | 37.25 | 5.91% | 157.75万 | 57.54 Z | | 600850 | 电科数字 | 28.65 | 5.88% | 27.99万 | 7.956 | | 300730 | 科创信息 | 19.27 | 5.70% | - 26.65万 | 5.00亿 | | 301396 | 宏景科技 | 74.64 | 5.65% | 17.10万 | 12.60亿 | | 600588 | 用友网络 | 15.37 | 5.64% | 144.45万 | 21.73亿 | | 300166 | ...

Group 1: Software ETF Performance - The Software ETF has a turnover rate of 6.78% during trading, with a transaction volume of 327 million yuan. Over the past month, the average daily transaction volume reached 567 million yuan, ranking first among comparable funds [3] - The Software ETF has seen a significant growth in scale, increasing by 1.803 billion yuan over the past three months, also ranking first among comparable funds [3] - As of September 10, 2025, the net value of the Software ETF has increased by 17.05% over the past three years. The highest monthly return since inception was 39.35%, with the longest consecutive monthly gains being three months and a maximum increase of 69.40%, averaging a monthly return of 10.06% [3] Group 2: Industry Insights - According to CITIC Securities, the computer industry is experiencing a noticeable acceleration in revenue and significant improvement in net profit in the first half of 2025. The computing power sector is driven by increased CAPEX, technological upgrades, and supply improvements, leading to high revenue growth [4] - The growth of the "Xinchuang" sector continues to be robust and is expected to accelerate in the second half of the year, with potential expansion into industrial software [4] - The contribution of AI applications to overall performance is significantly increasing, with notable improvements in profitability due to cost reduction and efficiency enhancement, indicating an upcoming performance inflection point [4] Group 3: Key Stocks in Software Sector - As of August 29, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Tonghuashun, Kingsoft Office, and others, collectively accounting for 62.05% of the index [4] - The individual stock performances include iFlytek with a 2.35% increase and a weight of 13.93%, Kingsoft Office with a 3.81% increase and a weight of 8.15%, and Tonghuashun with a 4.65% increase and a weight of 7.39% [6] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [6]

重磅发布，助推国产算力升级 2025智博会打造"百项全球首发"活动，聚焦人工智能等前沿领域，集中发布百余项行业新标准、新产品 与新技术。拓维信息联合芯鸿数智基于"鲲鹏+昇腾AI"技术底座全新打造的"重庆造"AI服务器——兆瀚 RA2300-C AI推理服务器在本次活动中重磅发布。 9月5日-9月8日，2025世界智能产业博览会(简称：智博会)在重庆成功举行。本届智博会以"智汇八方， 博采众长"为理念，聚焦"人工智能+"与"智能网联新能源汽车"主题，既是全球智能产业盛会，也是展现 重庆"智"变的重要窗口。拓维信息携手芯鸿数智、云上鲲鹏、开鸿云智深度参与本次盛会，以"AI×鸿 蒙"全栈创新能力深度参与多项核心环节，全面展现企业赋能数字重庆建设的技术积淀与生态布局。 对话未来，共绘智算新格局 作为本届智博会的重要环节，以"算联世界·智启未来"为主题的计算产业发展主题活动在重庆科学会堂 成功举办。活动设立高层思享会、主题研讨会及专题成果展等系列环节，汇聚国内外顶尖专家与行业领 军企业代表，共同探讨计算产业发展路径、谋划产业未来新格局。拓维信息创始人、董事长李新宇，拓 维信息副总裁柏丙军受邀出席，分享"AI×鸿蒙"融合 ...

8月28日，拓维信息盘中上涨10.0%，截至14:46，报45.43元/股，成交113.64亿元，换手率23.59%，总市 值572.23亿元。 资料显示，拓维信息系统股份有限公司位于湖南省长沙市岳麓区桐梓坡西路298号，公司专注于提供国 产软硬一体化产品及服务，涵盖软件开发、智能计算和开源鸿蒙操作系统，服务于多个行业和1500+政 企客户。公司已成为华为战略合作伙伴，并连续多年入选中国软件、互联网和信创产业百强企业。 截至7月31日，拓维信息股东户数45.38万，人均流通股2525股。 2025年1月-6月，拓维信息实现营业收入13.06亿元，同比减少24.42%；归属净利润7880.59万元，同比增 长2262.83%。 ...

Core Insights - The China Securities Index for online consumption (931481) has shown a strong increase of 1.45% as of September 5, 2025, with notable gains in constituent stocks such as China Film (600977) up by 10.04% and Giant Network (002558) up by 8.14% [1] - The online consumption ETF (159793) has risen by 2.71%, currently priced at 1.06 yuan, and has accumulated a 5.62% increase over the past month [1] - The ETF is positioned as an AI application ETF, closely tracking the online consumption index, which is expected to benefit from the explosion of AI applications [1] - The current price-to-earnings ratio (PE-TTM) of the online consumption ETF is 22.7, indicating it is at a historical low, being below 84.38% of the time over the past five years [1] Company and Industry Summary - The top ten weighted stocks in the online consumption index account for 51.84% of the total index, with Tencent Holdings (00700) and Alibaba-W (09988) being the largest contributors [2] - The performance of the top ten stocks includes Tencent Holdings up by 2.11% and Alibaba-W up by 1.00%, while JD Health (06618) has decreased by 1.48% [4] - The index includes companies involved in online shopping, digital entertainment, online education, and telemedicine, reflecting the overall performance of online consumption-related companies in the mainland and Hong Kong markets [1]

Company Overview - Tuowei Information is located in Changsha, Hunan Province, and was established on May 20, 1996, with its listing date on July 23, 2008 [1] - The company primarily focuses on K-12 education services and mobile internet products based on mobile games and animations [1] - The revenue composition includes software and services at 72.71%, intelligent computing products at 21.74%, and others at 5.55% [1] Stock Performance - As of September 5, Tuowei Information's stock price increased by 2.03% to 35.26 CNY per share, with a trading volume of 1.58 billion CNY and a turnover rate of 3.97%, resulting in a total market capitalization of 44.413 billion CNY [1] - The stock has seen a year-to-date increase of 92.57%, a decline of 14.91% over the last five trading days, a rise of 12.51% over the last 20 days, and an increase of 20.71% over the last 60 days [1] - The company has appeared on the daily trading leaderboard 20 times this year, with the most recent occurrence on August 28 [1] Financial Performance - For the first half of 2025, Tuowei Information reported a revenue of 1.306 billion CNY, a year-on-year decrease of 24.42%, while the net profit attributable to shareholders was 78.8059 million CNY, reflecting a significant year-on-year increase of 2262.83% [2] - The company has cumulatively distributed 138 million CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Information - As of July 31, the number of shareholders for Tuowei Information reached 453,800, an increase of 0.44% from the previous period, with an average of 2,525 circulating shares per person, a decrease of 0.21% [2] - The top ten circulating shareholders include notable ETFs, with Southern CSI 500 ETF holding 14.9579 million shares, an increase of 2.0177 million shares from the previous period [3]