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：2025-033 2025年 5 月 6 日 拓维信息系统股份有限公司 关于部分股票期权注销完成的公告 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。 拓维信息系统股份有限公司（以下简称"公司"）于2025年4月24日召开的第八届 董事会第二十四次会议审议通过《关于注销部分股票期权的议案》，鉴于2022年股票期 权与限制性股票激励计划首次授予股票期权的3名原激励对象因个人原因离职已不具备 激励对象资格，公司对上述离职人员持有的已获授但尚未行权的8.80万股股票期权进行 注销。鉴于公司激励计划首次授予股票期权的1名激励对象2024年个人绩效未满足全部 可行权条件，不得行使的股票期权1.40万股由公司注销。综上，本次回购注销股票期权 合计10.20万股。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的《关 于注销部分股票期权的公告》（公告编号：2025-026）。 近日，经中国证券登记结算有限责任公司深圳分公司审核确认，公司已办理完成上 述股票期权注 ...

受消息面影响，人工智能产业链今日再度爆发，拓维信息大涨超6%，中科星图、恒玄科技、用友 网络等个股纷纷大涨。人工智能AIETF（515070）开盘后大涨超2%，盘中成交额突破6000万元。 申万宏源证券认为，中期展望向"结构牛，全面牛"回归，二季度本就是"结构牛"的调整期，A股消 化基本面压力"幅度充分，时间不足"，维持二季度震荡市判断。科技成长股性价比调整先到位，可布局 有时间价值的国内AI产业链（港股互联网平台+A股AI算力）。机器人机构持股更集中，短期依然是对 催化更敏感、主题弹性更高的科技方向。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技 术、基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互 联"地基"。前十大权重股包括寒武纪-U、海康威视、中际旭创、中科曙光、科大讯飞、韦尔股份、新易 盛、澜起科技、金山办公、紫光股份等国内科技龙头。 相关产品： 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题 ETF联接C（008586）。 （责任编辑：董萍萍 ...

沪深两市今日成交额合计10564.06亿元，拓维信息成交额居首 金十数据4月28日讯，4月28日，沪深两市全天成交额合计10564.06亿元，较上一日缩量571.61亿元。其 中，沪市成交额为4419.16亿元（上一交易日为4454.18亿元），成交量为4.11亿手（上一交易日为4.11亿 手）；深市成交额为6144.9亿元（上一交易日为6681.49亿元），成交量为5.57亿手（上一交易日为5.82 亿手）。拓维信息成交额居首，为89.75亿元。其次是比亚迪、格力电器、阳光电源、寒武纪-U，成交 额分别为64.59亿元、40.46亿元、40.11亿元、39.91亿元。 ...

Group 1 - The three major indices experienced a collective decline, with the CSI Software Service Index showing volatile movements. The Software ETF (159852) initially rose but then fell slightly by 0.13%, with a trading volume exceeding 70 million yuan. Notable stocks included Qianfang Technology rising over 5%, and Tuo Wei Information and Guanghuan Xinwang both increasing over 3% [1] - The Software ETF (159852) has a latest circulating share of 3.646 billion shares and a circulating scale of 2.805 billion yuan. It closely tracks the CSI Software Service Index, which includes 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry. Its top ten holdings include Keda Xunfei, Kingsoft Office, and Tonghuashun [2] - Ping An Securities expressed optimism about the computer industry, anticipating a dual enhancement in performance and valuation due to the recovery of demand and the importance of new productivity [2] Group 2 - CITIC Securities reviewed the high prosperity of the Xinchuang and industrial software sectors, noting that initial growth was driven by policy catalysts and market space, while later growth would benefit from high order increases and the performance release of key enterprises. The estimated market space for government and party Xinchuang is approximately 620 billion yuan, with the industry Xinchuang market size around 809.7 billion yuan, and the potential space for industrial software exceeding 200 billion yuan [3] - The current stability in the number of Xinchuang-related bids indicates a sustained recovery in the sector's prosperity. With further policy support and funding directed towards government Xinchuang and industrial software, these sectors are expected to replicate the high prosperity seen from the second half of 2018 to 2021 [3]

Core Viewpoint - The recent financial report of Tuowei Information (002261) shows a significant increase in net profit by 979.75%, despite a decline in total revenue by 23.33% compared to the previous year [1] Financial Performance - Total revenue for Q1 2025 was 623 million yuan, down 23.33% from 813 million yuan in Q1 2024 [1] - Net profit attributable to shareholders reached 65.35 million yuan, a substantial increase of 979.75% from 6.05 million yuan in the same quarter last year [1] - Gross margin decreased to 13.86%, down 8.16% year-on-year, while net margin increased to 10.08%, up 2202.08% [1] - Total expenses (selling, administrative, and financial) amounted to 71.83 million yuan, accounting for 11.53% of revenue, an increase of 13.82% year-on-year [1] - Earnings per share rose to 0.05 yuan, a significant increase of 969.39% from zero in the previous year [1] Cash Flow and Debt Management - Cash and cash equivalents increased by 72% to 1.272 billion yuan, indicating a healthy cash position [1] - Interest-bearing liabilities decreased by 34.75% to 1.18 billion yuan, reflecting improved debt management [1] - The company has a cash flow situation that requires attention, with cash assets to current liabilities ratio at 89.18% and average operating cash flow over the past three years being negative [3] Fund Holdings - The largest fund holding Tuowei Information is the Harvest CSI Software Service ETF, which holds 3.7009 million shares and has recently entered the top ten holdings [4] - Other funds that have increased their positions include the Fortune CSI Big Data Industry ETF and the Guotai CSI All-Index Software ETF, indicating growing interest in the company [4]

Revenue and Profitability - In 2024, the company's revenue reached 4,107,170,805.05 yuan, a 30.22% increase from 3,154,141,699.10 yuan in the previous year, indicating business expansion [1] - The net profit attributable to shareholders turned negative at -100,498,706.58 yuan, a decline of 323.51% compared to the previous year's profit of 44,963,139.28 yuan, indicating a severe drop in core business profitability [1] - The net profit after deducting non-recurring gains and losses was -101,293,529.77 yuan, down 746.51% from 15,667,814.57 yuan last year, highlighting significant challenges in maintaining profitability [1] Expenses and R&D Investment - Sales expenses increased by 13.38% to 122,662,795.31 yuan, primarily due to higher sales commissions, reflecting increased investment in market promotion [2] - Management expenses slightly decreased by 2.55% to 231,131,793.97 yuan, indicating some success in cost control [2] - Financial expenses surged by 384.36% to 42,662,635.79 yuan, mainly due to increased interest expenses, which rose from 34,897,634.73 yuan to 63,791,670.12 yuan, reflecting higher debt costs [2] - R&D expenses decreased by 3.45% to 189,157,659.37 yuan, but the total R&D investment was 255,568,261.27 yuan, accounting for 6.22% of revenue, showing continued commitment to technology and innovation [2] Cash Flow Performance - The net cash flow from operating activities improved significantly to 774,576,602.32 yuan, a 166.21% increase from -1,169,883,405.68 yuan in the previous year, indicating better cash collection from sales [3] - The net cash flow from investing activities decreased by 42.57% to 228,062,303.48 yuan, primarily due to a reduction in financial investments [3] - The net cash flow from financing activities was -569,241,807.44 yuan, down 153.41% from 1,065,779,026.98 yuan, mainly due to increased cash outflows for debt repayment [3] Risks and Challenges - The company faces risks related to rapid technological changes in the IT industry, which could adversely affect its development if new product R&D does not keep pace with market demands [4] - As an intellectual-intensive enterprise, the company is at risk of talent shortages despite efforts to cultivate a skilled workforce and initiate a PhD recruitment program [4] - The competitive landscape in the IT industry remains fierce, with potential challenges despite early investments in domestic intelligent computing and open-source HarmonyOS [4] Executive Compensation - The chairman and general manager received a pre-tax compensation of 1.45 million yuan, while other executives received varying amounts, with compensation linked to the company's annual performance [5][6] - The appropriateness of this compensation structure is under scrutiny given the significant decline in net profit [6]

Market Overview - The Shanghai Composite Index fell by 0.07% on April 25, with 21 out of the 28 sectors experiencing gains, led by utilities and telecommunications, which rose by 1.36% and 1.15% respectively [1] - The computer industry also saw an increase of 0.78% [1] Capital Flow Analysis - The net inflow of capital in the two markets was 4.975 billion yuan, with 14 sectors experiencing net inflows [1] - The computer industry had the highest net inflow of 3.368 billion yuan, followed by utilities with a net inflow of 1.581 billion yuan [1] Computer Industry Performance - Within the computer sector, 336 stocks were tracked, with 227 stocks rising and 100 stocks declining [2] - The top stock in terms of net capital inflow was Tuowei Information, which saw an inflow of 1.750 billion yuan, followed by Yunsai Zhili and Meiri Interactive with inflows of 365 million yuan and 281 million yuan respectively [2] - The stocks with the highest net outflows included Yanshan Technology, Sifang Jingchuang, and Zhongke Shuguang, with outflows of 168 million yuan, 147 million yuan, and 89.81 million yuan respectively [2][3] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Tuowei Information: +10.01% with a turnover rate of 16.82% and a capital flow of 1.750 billion yuan - Yunsai Zhili: +5.61% with a turnover rate of 11.04% and a capital flow of 364.72 million yuan - Meiri Interactive: +5.43% with a turnover rate of 25.08% and a capital flow of 281.30 million yuan [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Yanshan Technology: -1.16% with a turnover rate of 3.95% and a capital outflow of 167.94 million yuan - Sifang Jingchuang: -4.40% with a turnover rate of 16.27% and a capital outflow of 146.70 million yuan - Zhongke Shuguang: +0.03% with a turnover rate of 1.25% and a capital outflow of 89.81 million yuan [3]

Group 1 - The stock of Tuowei Information (002261) reached the daily limit, with a trading volume of 5.65 billion yuan and a turnover rate of 16.82% [1] - The data from the post-market dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 353 million yuan and sold 119 million yuan, resulting in a net purchase of 139 million yuan by one institutional special seat [1] Group 2 - The stock's rise was attributed to a daily price deviation of over 7% [2] - The total buying amount from various institutional seats reached approximately 512.82 million yuan, with a net buying difference of about 205.97 million yuan [2]

Group 1 - The core viewpoint is that the Chinese government is advancing intellectual property system innovation related to artificial intelligence and big data, which will provide stronger legal protection for the development of AI technology [1] - Companies such as Tuowei Information, Yunsai Zhili, and Deepin Technology have seen significant stock price increases, indicating positive market sentiment towards AI and big data sectors [1] - Dongwu Securities suggests that China's AI strategy is shifting towards leveraging data advantages, focusing on building high-quality datasets to enhance applications in various sectors such as manufacturing and commerce [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index account for 47.55% of the index, indicating a concentrated investment in key players like iFlytek and Kingsoft [2] - The Big Data ETF has shown a positive performance, reflecting growing investor interest in the sector [1][3]

暗盘资金正涌入这些股票，点击速看>>> 云计算板块持续拉升，拓维信息（002261）涨停，鸿博股份（002229）此前涨停，每日互动 （300766）、云赛智联（600602）、铜牛信息（300895）、宏景科技（301396）涨幅居前。 ...