格隆汇8月4日丨太极股份(002368.SZ)于投资者互动平台表示，公司目前主要涉及数字人民币方面的相 关业务。 ...

Core Viewpoint - Tai Chi Co., Ltd. (002368) has shown a slight increase in stock price but faces challenges with declining revenue and profits in its latest quarterly report [1] Financial Performance - As of the first quarter of 2025, the company reported total revenue of 1.396 billion yuan, a year-on-year decrease of 15.96% [1] - The net profit attributable to shareholders was 16.2612 million yuan, down 0.42% year-on-year [1] - The non-recurring net profit was 13.9026 million yuan, reflecting a decrease of 4.80% year-on-year [1] - The company's liquidity ratios include a current ratio of 1.223 and a quick ratio of 0.949, with a debt-to-asset ratio of 63.62% [1] Stock Market Activity - On August 1, 2025, the stock closed at 25.01 yuan, with a 0.6% increase and a turnover rate of 2.09% [1] - The trading volume was 129,500 hands, with a transaction amount of 322 million yuan [1] - There was a net outflow of main funds amounting to 29.2536 million yuan, representing 9.08% of the transaction amount [1] Company Background - Tai Chi Co., Ltd. was established in 1987 and is based in Beijing, primarily engaged in software and information technology services [2] - The company has a registered capital of 6.2323 billion yuan and has made investments in 34 enterprises [2] - It has participated in 5,000 bidding projects and holds 123 trademarks and 306 patents [2]

金融界消息 截至2025年7月31日收盘，太极股份（002368）报收于24.86元，下跌0.24%，换手率 1.96%，成交量12.18万手，成交金额3.06亿元。 资金流向方面，今日主力资金净流出1053.85万元，占比成交额3.45%。其中，超大单净流出1825.29万 元、占成交额5.97%，大单净流入771.44万元、占成交额2.52%，中单净流出流出884.47万元、占成交额 2.89%，小单净流入1938.32万元、占成交额6.34%。 通过天眼查大数据分析，太极计算机股份有限公司共对外投资了34家企业，参与招投标项目5000次，知 识产权方面有商标信息123条，专利信息305条，此外企业还拥有行政许可19个。 来源：金融界 太极股份最新一期业绩显示，截至2025一季报，公司营业总收入13.96亿元、同比减少15.96%，归属净 利润1626.12万元，同比减少0.42%，扣非净利润1390.26万元，同比减少4.80%，流动比率1.223、速动比 率0.949、资产负债率63.62%。 天眼查商业履历信息显示，太极计算机股份有限公司，成立于1987年，位于北京市，是一家以从事软件 和信息技术服 ...

Group 1 - The core viewpoint of the news is that Taiji Co., Ltd. (002368) has experienced a decline in stock price and financial performance as of the end of July 2025, with a reported closing price of 24.92 yuan, down 2.08% [1] - The company reported a total operating revenue of 1.396 billion yuan for Q1 2025, a year-on-year decrease of 15.96%, and a net profit attributable to shareholders of 16.26 million yuan, a decrease of 0.42% year-on-year [1] - The company's liquidity ratios are as follows: current ratio at 1.223, quick ratio at 0.949, and debt-to-asset ratio at 63.62% [1] Group 2 - Taiji Co., Ltd. has made investments in 34 companies and participated in 5,000 bidding projects, indicating active engagement in business expansion [2] - The company holds 123 trademark registrations and 305 patents, showcasing its focus on intellectual property [2] - Additionally, Taiji Co., Ltd. possesses 19 administrative licenses, reflecting its compliance and operational capabilities [2]

Group 1 - The "Regulations on Government Data Sharing" will be implemented on August 1, 2025, aiming to enhance the security, order, and efficiency of government data sharing, thereby improving digital governance and public service effectiveness [1] - The regulations fill a legislative gap in China's government data sharing sector and establish a clear management system, addressing the "data island" issue [1] - The regulations are expected to significantly benefit the government data market by optimizing sharing processes and improving data supply efficiency [1] Group 2 - Companies involved in public data authorized operations include China Mobile, China Telecom, China Unicom, Deep Sanda A, Yihualu, Taiji Co., and Guangdian Yuntong [2] - In the financial services sector, companies such as Hengsheng Electronics and Zhongke Ruankai are noted [2] - In the trade and circulation sector, Shanghai Steel Union is mentioned, while in healthcare, companies like Zhongke Jiangnan, Chuangye Huikang, Jiuyuan Yinhai, and Wanda Information are highlighted [2] - In transportation, Shenzhou Holdings and COSCO Shipping Technology are identified [2]

Core Insights - The smart building market in China is projected to reach a scale of 675.397 billion yuan in 2024, with segments including smart residential buildings at 232.752 billion yuan, smart public buildings at 156.376 billion yuan, and smart industrial buildings at 286.269 billion yuan [1][10] - The demand for smart buildings is driven by the application of smart technologies in new constructions and the intelligent renovation of existing buildings [10][12] - The global smart building market is expected to grow to 335.637 billion USD in 2024, with a year-on-year increase of 1.54% [8] Smart Building Industry Classification and Characteristics - Smart buildings integrate building equipment, office automation, and communication network systems to provide a safe, efficient, comfortable, and convenient environment [2][4] - The technological foundation of smart buildings includes building automation, communication automation, office automation, fire safety automation, and security automation [2] Current Development Status of the Smart Building Industry - The smart building sector has expanded from office buildings to residential areas, utilizing modern control technologies and integrating various systems [4][10] - The market is characterized by increasing competition, with both international brands and domestic companies actively participating [4][10] Smart Building Industry Development Trends - The future of smart buildings is focused on sustainable development technologies, with innovations in eco-friendly materials, advanced energy management, and the integration of AI and IoT [25] - The industry is expected to continue growing, driven by technological advancements that enhance efficiency and improve living quality [25] Smart Building Industry Competitive Landscape - Major international players like Johnson Controls, Honeywell, and Schneider dominate the high-end market, while domestic companies such as Huawei, Haier Smart Home, and Dashi Intelligent focus on mid to low-end markets [18][20] - The competition encompasses various dimensions, including technology, pricing, branding, and ecosystem development [18] Key Companies in the Smart Building Sector - Haier Smart Home reported a global revenue of 285.981 billion yuan in 2024, with a year-on-year growth of 4.29% [21] - Dashi Intelligent achieved a total revenue of 3.171 billion yuan in 2024, with significant contributions from its smart space solutions [23]

Group 1 - The A-share digital currency sector is experiencing a strong rebound, with Dongxin Peace reaching the daily limit increase [1] - Zhongke Jincai has risen over 5%, indicating positive market sentiment [1] - Other companies such as Xiaoshangpin City, Xinchen Technology, and Taiji Co. have also seen increases, reflecting a broader trend in the sector [1]

太极计算机股份有限公司（以下简称"公司"）第六届董事会、监事会任期 将于近日届满。鉴于新一届董事会董事候选人及监事会监事候选人的提名工作 仍在进行中，为确保公司董事会、监事会工作的连续性和稳定性，公司董事会、 监事会将延期换届。同时，公司第六届董事会各专门委员会和高级管理人员的 任期亦相应顺延。 在公司董事会、监事会换届选举完成之前，公司第六届董事会、监事会全 体成员、董事会各专门委员会成员及高级管理人员将严格按照相关法律法规和 《公司章程》的有关规定继续履行董事、监事及高级管理人员的义务和职责。 公司董事会、监事会延期换届不会影响公司的正常运营。公司将积极推进 董事会、监事会换届选举工作，并及时履行相应的信息披露义务。 特此公告。 太极计算机股份有限公司 证券代码：002368 证券简称：太极股份 公告编号：2025-023 太极计算机股份有限公司 关于董事会、监事会延期换届的提示性公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 2025 年 7 月 22 日 董事会 ...

Investment Rating - The industry investment rating is "Outperform the Market" (预计6个月内，行业指数表现强于沪深300指数5%以上) [23] Core Views - The report maintains a positive outlook on the global computing power industry, supported by strong capital expenditures from tech giants like Meta, which plans to invest hundreds of billions in AI [4][6] - The performance forecast for the first half of 2025 shows an improving trend among listed companies in the computing sector, with significant reductions in losses for software development and IT services compared to the previous year [9][10] Summary by Sections Industry News and Commentary - Nvidia will resume sales of H20 in China, and Meta is set to invest significantly in AI, indicating robust support for the global AI computing power industry [5][6] - As of July 20, 2025, 76 A-share listed companies in the computing sector have released performance forecasts, showing a collective reduction in losses compared to the previous year [9] Performance Forecasts - The computing sector's listed companies are expected to report a total net profit of -2.354 billion (取业绩预告上下限的中值), a significant improvement from -4.059 billion in the same period last year [9][10] - By segment, the computing equipment sector is expected to report a net profit of 248 million, down 74.22% year-on-year, while software development and IT services are expected to show substantial reductions in losses [10] Key Company Announcements - Notable companies such as Taiji Co., Qiming Information, and Hengsheng Electronics have announced their performance forecasts for the first half of 2025, with varying results in profitability and revenue [11][13] - For instance, Hengsheng Electronics expects a net profit of approximately 251 million, a year-on-year increase of about 740.95% [11] Market Performance Review - The computing industry index rose by 2.12% last week, outperforming the CSI 300 index by 1.03 percentage points [14][16] - As of the last trading day, the computing industry had a P/E ratio of 54.2, with 235 out of 359 A-share stocks in the sector experiencing price increases [16] Investment Recommendations - The report suggests focusing on several sectors within the computing industry, including the Xinchuang sector, Huawei supply chain, AI sector, financial IT sector, and low-altitude economy, with specific company recommendations for each [19]

Group 1: Overall Performance of Central Enterprises - 79 central enterprise-controlled listed companies reported positive performance forecasts for the first half of the year, with 32 companies showing year-on-year net profit growth, 22 companies turning losses into profits, and 25 companies reducing losses [1] - 19 central enterprise-controlled listed companies expect a net profit increase of over 100%, with several companies achieving significant turnaround from losses [1] Group 2: Power Sector Performance - Huayin Power, a subsidiary of China Datang Group, is expected to lead the growth with a projected net profit of 180 million to 220 million yuan, representing a year-on-year increase of up to 44 times due to increased power generation and reduced fuel costs [2] - Major investments in the power grid and ultra-high voltage construction by State Grid and Southern Power Grid are expected to drive growth in related companies, with Guodian Nanzi and Baobian Electric forecasting net profit increases of 171.89% to 225.66% and 229.15%, respectively [2] Group 3: Electric Equipment and Cable Industry - Baobian Electric's profit increase is attributed to enhanced market development and increased project orders, while Baoshan Co. anticipates a net profit growth of 167.98% to 301.98% due to optimized sales policies and improved internal management [3] - New Energy Taishan is expected to turn losses into profits in the first half of the year, reflecting a positive trend in the electric cable sector [3] Group 4: Shipbuilding and Rare Earth Industries - The shipbuilding sector is experiencing significant growth, with companies like China Shipbuilding, China Power, and China Heavy Industry expecting net profit increases exceeding 200% due to effective management and increased delivery of civilian ships [5] - The rare earth industry is also thriving, with companies like China Rare Earth and Guangsheng Nonferrous Metals expected to turn losses into profits, driven by rising prices of rare earth products [4] Group 5: Turnaround Companies - 22 central enterprise-controlled listed companies are expected to turn losses into profits, with quality improvement and efficiency enhancement being key factors for their performance recovery [6] - Companies like Zhongnan Co. and Taiji Co. have reported successful turnarounds due to strengthened management and cost control measures [6][7] Group 6: Management and Efficiency Improvements - Many companies achieving year-on-year growth or reduced losses attribute their success to ongoing quality improvement and efficiency enhancement initiatives [7] - Companies are focusing on optimizing resource allocation, controlling costs, and improving operational efficiency as critical drivers of performance growth [7]