超图软件公告，预计2025年度净利润为4500万元–6700万元，同比扭亏为盈。报告期内，公司组织变革 效能初步显现，人效得到提升，带动了毛利率的提升；公司强化了费用管控措施，费用有所降低；相较 于上年同期计提的商誉减值损失，经初步评估本报告期商誉减值可能性较小。 ...

证券代码：300036 证券简称：超图软件 公告编号：2026-001 北京超图软件股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、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 1、业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 本次业绩预告相关数据是公司财务部门初步测算结果，未经过会计师事务所 审计，具体数据以审计结果为准。公司已就业绩预告有关事项与会计师事务所进 行了预沟通，双方不存在分歧。 三、业绩变动原因说明 公司业绩变动主要原因为： 1、报告期内，公司组织变革效能初步显现，人效得到提升，带动了毛利率 的提升； 2、报告期内，公司强化了费用管控措施，费用有所降低； 3、相较于上年同期计提的商誉减值损失，经初步评估本报告期商誉减值可 能性较小。 四、其他相关说明 2、业绩预告情况 预计净利润为正值且属于扭亏为盈情形。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 4,500 万元–6,700 万元 | -17,142.93 万元 | | ...

Investment Rating - The report maintains a "Recommended" rating for the industry [4] Core Insights - The demand for Tokens is driving inflation across the AI industry chain, with price increases being observed from storage to CPUs and now extending to cloud services, marking a significant shift in the pricing dynamics of the cloud computing sector [14][30] - AWS has initiated a price increase for its EC2 machine learning capacity blocks by approximately 15%, breaking a long-standing trend of declining prices in the cloud services industry, which may lead to a revaluation of cloud computing and related service providers [14] - The report highlights potential investment opportunities in cloud computing, CPUs, and databases, suggesting companies such as Alibaba, Kingsoft Cloud, and Inspur for cloud computing; Haiguang Information and Longxin for CPUs; and companies like StarRing Technology and DM Database for databases [30] Summary by Sections 1. Cloud Computing Price Trends - The report indicates that the AI industry chain is experiencing a price transmission trend, with cloud computing being the next area to see price increases following storage and CPU price hikes [14] - AWS's price adjustment reflects anticipated supply-demand dynamics, suggesting that successful price increases could lead to further adjustments in the future [14] 2. CPU Market Dynamics - The report notes a persistent supply-demand imbalance in the CPU market, particularly with Intel facing production limitations that may lead to continued shortages into 2026 [16] - The importance of CPUs is expected to rise significantly due to the increasing demand from AI applications, with the report emphasizing the need for optimization across both CPU and GPU resources [24][25] 3. Database Sector Growth - The report anticipates a rapid increase in the number of database PCU nodes driven by the demand for AI agents, which could lead to significant revenue growth for database providers [26] - The emergence of AI-native databases is highlighted as a key trend, with companies like Alibaba's PolarDB gaining traction in the market [29] 4. Investment Recommendations - The report suggests focusing on companies in the cloud computing sector such as Alibaba, Kingsoft Cloud, and UCloud, as well as CPU manufacturers like Haiguang Information and Longxin, and database firms like StarRing Technology and DM Database [30]

Group 1 - The A-share market has seen a continued rise in certain AIGC concept stocks, indicating positive market sentiment towards this sector [1] - Zhejiang Wenhu Internet has reached its daily limit increase, showcasing strong investor interest [1] - Century Tianhong has increased by over 7%, reflecting robust performance among AIGC-related companies [1] Group 2 - Other notable gainers include Guangyun Technology, Chaotu Software, Dian Diagnostics, and Qianfang Technology, all rising by more than 5% [1] - Companies such as Jiuzhoutong, Danghong Technology, Leizhi Group, Fushi Holdings, Keda Guochuang, Yanshan Technology, and Zhongkong Technology have all seen increases of over 4% [1]

Group 1 - A-share market sees a rise in AIGC concept stocks, with notable increases in several companies [1] - Zhejiang Wenhu Internet (浙文互联) hits the daily limit with a 10.05% increase, while Century Tianhong (世纪天鸿) rises by 7.63% [2] - Other companies such as Guangyun Technology (光云科技), SuperMap Software (超图软件), and Di'an Diagnostics (迪安诊断) also experience significant gains, exceeding 5% [1][2] Group 2 - The total market capitalization of Zhejiang Wenhu Internet is 17.9 billion, with a year-to-date increase of 54.09% [2] - Century Tianhong has a market cap of 4.236 billion and a year-to-date increase of 16.75% [2] - Guangyun Technology's market cap stands at 11.3 billion, with a year-to-date increase of 57.32% [2]

Group 1 - The core point of the article is that ChaoTu Software has approximately 36,000 shareholders as of January 20, 2026 [2]

Core Viewpoint - The company, HaiNengDa, announced a collaboration with SuperMap Software to enhance their market presence and improve the industry chain through joint efforts in technology, application, service, and business areas [1] Group 1: Collaboration Details - The partnership will leverage HaiNengDa's engineering experience and core technology in information products alongside SuperMap's expertise in GIS software development and spatial intelligent software support [1] - The specific implementation progress and scale of the collaboration remain uncertain and have not yet significantly impacted the company's performance [1] Group 2: Future Outlook - The company emphasizes that further business developments will be communicated through official announcements and press releases [1]

1月16日，超图软件跌5.15%，截至发稿，报19.52元/股，成交3.46亿元，换手率3.94%，总市值96.19亿 元。 资料显示，北京超图软件股份有限公司位于北京市朝阳区酒仙桥北路甲10号院电子城IT产业园107楼6 层，成立日期1997年6月18日，上市日期2009年12月25日，公司主营业务涉及以地理信息基础平台软件 (GIS平台软件)的研发和销售为核心,并围绕地理信息基础平台软件在资源资产、智慧城市、生态环保、 水利气象、空间规划等与GIS基础平台软件强相关的应用领域提供多元化的解决方案研发、销售和相关 技术服务。主营业务收入构成为：GIS软件98.83%，其他(补充)1.17%。 从超图软件十大流通股东角度 金鹰科技创新股票A（001167）基金经理为陈颖。 截至发稿，陈颖累计任职时间10年223天，现任基金资产总规模111.77亿元，任职期间最佳基金回报 268.95%， 任职期间最差基金回报-37.04%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Group 1 - Beijing SuperMap Software Co., Ltd. won a procurement project from the Jilin Provincial Real Estate Registration Center with a bid amount of 1.37 million yuan [1] - The company is classified in the information technology industry, primarily engaged in software sales and industry-specific software [2][3] - In 2024, the company's operating revenue was 1.498 billion yuan, with a revenue growth rate of -24.30% and a net profit attributable to the parent company of -171 million yuan, reflecting a net profit growth rate of -212.70% [2][3] Group 2 - For the first half of 2025, the company's operating revenue was 603 million yuan, with a revenue growth rate of -5.30% and a net profit attributable to the parent company of 12 million yuan, indicating a net profit growth rate of -64.70% [2][3] - The main product composition for the company in 2024 was GIS software, accounting for 98.76% of its revenue, while other business segments contributed 1.24% [2][3]

Group 1 - The core point of the article is that ChaoTu Software has approximately 38,000 shareholders as of January 9, 2026 [2]