拓维信息：2025年第一季度实现营业收入6.23亿元，同比下降23.33%；实现归属于上市公司股东的净利 润6534.91万元，同比增长979.75%。 ...

Financial Performance - The company's revenue for Q1 2025 was ¥623,017,322.04, a decrease of 23.33% compared to ¥812,565,157.58 in the same period last year[5] - Net profit attributable to shareholders was ¥65,349,096.09, representing a significant increase of 979.75% from ¥6,052,257.58 year-on-year[5] - Basic and diluted earnings per share rose to ¥0.0524, up 969.39% from ¥0.0049 in the same period last year[5] - Total operating revenue decreased to ¥623,017,322.04 from ¥812,565,157.58, representing a decline of approximately 23.3% year-over-year[16] - Net profit increased to ¥62,804,961.57 compared to ¥3,558,090.12 in the previous period, marking a significant improvement[17] - The total comprehensive income attributable to the parent company was CNY 64,745,239.23, an increase from CNY 6,912,788.64 in the previous period[18] Cash Flow - The net cash flow from operating activities improved to ¥49,664,939.28, a 117.29% increase from a negative cash flow of -¥287,290,964.28 in the previous year[5] - The company’s cash flow from operating activities showed improvement, contributing to the overall net profit increase[17] - Cash inflow from operating activities totaled CNY 746,809,605.51, down from CNY 962,819,166.54 in the previous period[19] - The net cash flow from investing activities was negative CNY 243,047,268.30, worsening from negative CNY 26,994,440.98 in the previous period[19] - The company experienced a net decrease in cash and cash equivalents of CNY 336,231,751.26, compared to a decrease of CNY 344,640,042.92 in the previous period[19] Assets and Liabilities - Total assets decreased by 4.59% to ¥5,137,693,419.93 from ¥5,384,772,062.21 at the end of the previous year[5] - Total liabilities decreased to ¥2,494,365,150.55 from ¥2,804,544,423.45, reflecting a reduction of about 11.0%[15] - The equity attributable to shareholders increased to ¥2,535,715,786.62 from ¥2,470,071,021.48, an increase of approximately 2.7%[15] - The company's cash and cash equivalents decreased to ¥1,271,741,504.04 from ¥1,630,823,309.70, representing a decline of approximately 22%[13] Research and Development - The company increased its research and development expenditure by 62.45% to ¥33,993,003.14, reflecting a commitment to innovation[8] - Research and development expenses decreased to ¥36,314,390.32 from ¥44,450,598.62, a decline of about 18.3% year-over-year[16] Fair Value and Financial Expenses - The fair value change income surged to ¥73,304,247.91, a dramatic increase of 20,424.69% compared to ¥357,151.57 in the previous year[8] - The company reported a significant decrease in financial expenses by 69.96% to ¥2,108,184.84, attributed to a reduction in bank borrowings[8] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 453,239, with no preferred shareholders[10] Market and Future Outlook - The company has not disclosed any new product or technology developments during the call[12] - There were no significant updates regarding market expansion or mergers and acquisitions mentioned in the conference call[12] - The company did not provide specific future guidance or performance outlook in the call[12] - The company plans to focus on market expansion and new product development in the upcoming quarters to drive future growth[17]

Financial Performance - The company's operating revenue for 2024 reached ¥4,107,170,800, representing a 30.22% increase compared to ¥3,154,141,690 in 2023[14] - The net profit attributable to shareholders for 2024 was ¥100,498,706, a significant decrease of 323.51% from ¥1,012,747,830 in 2023[14] - The net cash flow from operating activities was ¥774,576,602, showing a 166.21% increase from ¥313,785,272 in 2023[14] - The total assets at the end of 2024 amounted to ¥5,384,772,060, reflecting a 1.85% increase from ¥5,287,129,840 in 2023[14] - The net assets attributable to shareholders decreased by 3.15% to ¥2,470,071,020 from ¥2,550,492,980 in 2023[14] - The basic earnings per share for 2024 was -¥0.0800, a decline of 323.46% compared to ¥0.0358 in 2023[14] - The weighted average return on net assets for 2024 was -3.96%, down from 1.78% in 2023[14] - The company reported a net profit attributable to shareholders of -¥111,511,929.27 in Q4 2024, compared to a profit of ¥7,677,993.87 in Q3 2024[25] - The cash flow from operating activities showed a net inflow of ¥581,440,581.15 in Q4 2024, following a net outflow of -¥287,290,964.28 in Q1 2024[25] Revenue Breakdown - After deducting other business income, the main operating revenue for 2024 was ¥4,101,948,633.73, up from ¥3,145,763,125.46 in 2023, reflecting a growth of 30.4%[21] - Revenue from information technology services and software accounted for ¥2,035,501,917.4, which is 49.56% of total revenue, showing a 47.72% year-on-year growth[56] - The revenue from integrated hardware and software solutions decreased by 41.99% to ¥90,311,690.12, down from ¥155,672,755.84 in the previous year[57] - The revenue from industry cloud services grew by 68.37% to ¥1,778,062,367.5, compared to ¥1,056,033,293.6 in the previous year[57] - The total operating revenue for 2024 reached ¥4,107,170,805, representing a 30.22% increase compared to ¥3,154,141,699 in 2023[56] Market Trends - The software and information technology service industry in China is expected to achieve a revenue of ¥137,276 billion in 2024, representing a year-on-year growth of 10%[30] - The Chinese gaming market generated sales revenue of 325.78 billion yuan in 2024, representing a year-on-year growth of 7.53%[36] - The AI computing market in China reached a scale of over 130 billion yuan in 2024, with a year-on-year growth of 36.2%[34] - The total revenue of the telecommunications industry in 2024 was 1.74 trillion yuan, an increase of 3.2% compared to the previous year[32] - The software industry in China is experiencing continuous growth, driven by digital transformation and innovation opportunities[32] R&D and Innovation - R&D investment amount for 2024 is approximately ¥255.57 million, a decrease of 1.06% from ¥258.31 million in 2023[75] - R&D investment as a percentage of operating revenue decreased to 6.22% in 2024 from 8.19% in 2023, a decline of 1.97%[75] - The number of R&D personnel decreased by 2.86% to 950 in 2024 from 978 in 2023, with a significant drop in the proportion of R&D personnel from 17.92% to 10.14%[75] - The company has developed over 22,800 solution certifications in collaboration with more than 8,500 partners in the "Kunpeng + Ascend AI" computing industry by the end of 2024[35] - The company has launched several AI computing products, including high-performance AI inference servers and integrated machines, and became a key partner of the National Supercomputing Center in Changsha[45] Strategic Initiatives - The company is focusing on the integration of digital technology with the real economy, which is expected to accelerate the penetration of software services into traditional industries[31] - The company has established multiple platform companies in collaboration with local governments, focusing on domestic intelligent computing and digital transformation[52] - The company aims to enhance vertical industry applications in transportation, education, and energy through its new distributed operating system platform based on OpenHarmony[80] - The company has initiated the "N-Star" global PhD recruitment program to support its "AI + Hongmeng" strategy, enhancing talent acquisition efforts[53] - The company plans to deepen collaboration with universities and research institutions to co-build the HarmonyOS ecosystem, enhancing the development of technology standards and key components[122] Governance and Compliance - The company has established a robust governance structure with a mix of experienced board members and independent directors[148] - The company has a total of 9 directors, including 3 independent directors, ensuring compliance with governance requirements[134] - The company held 5 board meetings during the reporting period, with directors actively participating and fulfilling their responsibilities[134] - The company respects and maintains the legitimate rights and interests of stakeholders, promoting balanced interests among shareholders, employees, and society[135] - The company disclosed information through designated media, ensuring transparency and compliance with legal requirements[135] Talent Management - The total number of employees at the end of the reporting period is 9,371, with 1,464 in the parent company and 7,907 in major subsidiaries[166] - The company has implemented a talent development system focusing on multi-dimensional training to enhance talent competitiveness[170] - The company aims to advance talent training based on the "3T organizational capability model" and will design a "high-potential talent training camp" to accelerate core technology breakthroughs and product innovation[171] - The company has a performance-based salary system for senior management, linking annual salary to the company's operational performance[154] - The company has launched a stock option and restricted stock incentive plan in 2022 to attract and retain talent, aligning shareholder, company, and core team interests for sustainable development[182] Social Responsibility - The company has actively engaged in social responsibility initiatives, contributing over 80 million yuan in educational resources over 14 years to support education equity[192] - The company has established a long-term support mechanism through the "We Love Xiangban" charity program, directly benefiting 200 students and achieving a 100% teacher training coverage rate[195] - The company has committed to establishing a demonstration base for educational support in Xiangxi and developing a "digital teaching" cloud platform with a million-level educational charity fund[195] - The company aims to explore sustainable public welfare paths to contribute to educational equity through technological innovation[196] - The company has maintained its commitment to "technology for good" over the past 14 years, integrating this philosophy into its development strategy[196]

拓维信息(002261.SZ)公告称，拓维信息发布2025年第一季度报告，实现 营业收入6.23亿元，同比下降 23.33%；实现归属于上市公司股东的 净利润6534.91万元，同比增长979.75%。主要原因是本期收到股 东业绩补偿款项以及前期违规担保损失补偿款项的影响。 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002261 | 拓维信息 | -3.99 | 8.99 | -28968.88 | | 301236 | 软通动力 | -3.52 | 3.20 | -10564.15 | | 000158 | 常山北明 | -3.55 | 3.52 | -10324.80 | | 000409 | 云鼎科技 | -5.84 | 12.25 | -6108.95 | | 300182 | 捷成股份 | -3.66 | 3.26 | -5400.27 | | 300248 | 新开普 | -8.91 | 11.28 | -4086.57 | | 300229 | 拓尔思 | -4.40 | 3.68 | -3954.10 | | 603108 | 润达医疗 | -3.38 | 2.89 | -3280.18 | | 300541 | 先进数通 | -3.76 | 7.34 | -3001.41 | | 300663 | 科蓝软件 | -4.13 | 5.40 | - ...

资金面上看，今日算力租赁概念板块获主力资金净流出33.67亿元，其中，97股获主力资金净流出，11 股主力资金净流出超亿元，净流出资金居首的是拓维信息，今日主力资金净流出4.53亿元，净流出资金 居前的还有大位科技、杭钢股份、常山北明等，主力资金分别净流出2.69亿元、2.32亿元、1.88亿元。 今日主力资金净流入居前的概念股有工业富联、海兰信、广电运通等，主力资金分别净流入5170.95万 元、3716.38万元、3459.86万元。（数据宝） 算力租赁概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002261 | 拓维信息 | -4.83 | 14.48 | -45305.94 | | 600589 | 大位科技 | 2.26 | 20.66 | -26853.11 | | 600126 | 杭钢股份 | -3.80 | 6.65 | -23158.34 | | 000158 | 常山北明 | -3.39 | 4.57 | -18778.92 | | 000938 | 紫光 ...

截至4月21日收盘，华为盘古概念上涨3.55%，位居概念板块涨幅第7，板块内，29股上涨，赛意信息、 华凯易佰、吉宏股份等涨幅居前，分别上涨10.70%、6.44%、6.14%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 黄金概念 | 4.28 | 租售同权 | -0.21 | | 金属锌 | 3.91 | 同花顺中特估100 | 0.01 | | 金属铅 | 3.84 | 房屋检测 | 0.07 | | 财税数字化 | 3.71 | 低辐射玻璃(Low-E) | 0.15 | | Sora概念(文生视频) | 3.60 | 中船系 | 0.20 | | 云办公 | 3.59 | 超级品牌 | 0.25 | | 华为盘古 | 3.55 | ST板块 | 0.30 | | MLOps概念 | 3.42 | 白酒概念 | 0.39 | | 人形机器人 | 3.39 | 环氧丙烷 | 0.40 | | Web3.0 | 3.36 | 赛马概念 | 0.43 | 资金面上看，今日华为盘古概念板块获主力资金净流入 ...

每经记者 肖芮冬 每经编辑 赵云 4月21日，市场全天低开后震荡反弹，创业板指领涨，沪指录得7连阳。截至收盘，沪指涨0.45%，深成指涨 1.27%，创业板指涨1.59%。 板块方面，黄金、电商、机器人、影视等板块涨幅居前，银行、白酒、港口等板块跌幅居前。 3）科技股人气回暖。全天来看，A股成交额榜上，科技股数量较此前明显增多；拓维信息、寒武纪成交额分列第 一、第二位。 有观点认为，3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 上周五盘后及周末，先后发布财报的寒武纪、中际旭创等多只个股，今天也纷纷上涨。正如市场此前所预期，经 历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 个股涨多跌少，全市场超4300只个股上涨。沪深两市全天成交额1.04万亿元，较上个交易日放量1267亿。 消息面上，4月以来，阿里、谷歌、腾讯等宣布上线MCP服务（Model Context Protocol），即模型上下文协议。开 源证券表示，看好2025年AI Agent产业崛起趋势，中美科技巨 ...

金十数据4月21日讯，4月21日，沪深两市全天成交额合计10414.05亿元，较上一日增量1267.49亿元。其 中，沪市成交额为4293.92亿元（上一交易日为3803.13亿元），成交量为3.79亿手（上一交易日为3.59亿 手）；深市成交额为6120.13亿元（上一交易日为5343.43亿元），成交量为5.34亿手（上一交易日为4.86 亿手）。拓维信息成交额居首，为59.54亿元。其次是寒武纪-U、紫金矿业、光线传媒、宁德时代，成 交额分别为58.75亿元、57.96亿元、53.54亿元、50.89亿元。 沪深两市今日成交额合计10414.05亿元，拓维信息成交额居首 ...

今天上午，A股多点开花，盘面上，变与不变并存。 不变的一面体现在：在现货黄金持续创新高带动下，贵金属板块继续走强；市场继续抱团人气股，国芳 集团、中毅达涨停，国光连锁、安记食品大涨。 变的一面是：科技股的人气逐渐回暖。今天上午，在A股成交额榜前列，科技股数量明显增多，其中， 拓维信息、寒武纪上午成交额分别居A股第一、第二位。 值得一提的是， AI又跑出新的"风口"——MCP概念 ，东方材料、恒锋信息、合合信息、汉得信息等概 念股上午大涨。MCP（Model Context Protocol）协议，即模型上下文协议。该协议是一种开放协议，支 持大模型应用程序与外部数据源和工具之间的无缝集成。 从3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 这也正如市场此前所预期，经历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 机构表示，目前AI应用已处于突破阶段，在多模态、Agent（智能体）等驱动下需求上扬、产业景气度 维持高涨。中期来看，只要AI叙事逻辑未发生根本性动摇，产业发展 ...