2月5日，生数科技宣布完成超过6亿元人民币A+轮融资。本轮融资由中关村科学城公司和星连资本领 投，上市公司万兴科技、视觉中国、拓尔思进行战略投资，原有股东启明创投、北京市人工智能产业投 资基金、卓源亚洲、建发新兴投资、淮海投资等投资人加码跟投。 ...

2月3日，拓尔思涨3.74%，成交额9.54亿元。两融数据显示，当日拓尔思获融资买入额8205.43万元，融 资偿还8874.78万元，融资净买入-669.35万元。截至2月3日，拓尔思融资融券余额合计17.11亿元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 截至9月30日，拓尔思股东户数11.67万，较上期减少2.78%；人均流通股7483股，较上期增加2.86%。 2025年1月-9月，拓尔思实现营业收入3.37亿元，同比减少45.57%；归母净利润-1.60亿元，同比减少 460.24%。 分红方面，拓尔思A股上市后累计派现3.25亿元。近三年，累计派现5567.04万元。 机构持仓方面，截止2025年9月30日，拓尔思十大流通股东中，华宝中证金融科技主题ETF（159851） 位居第三大流通股东，持股1016.57万股，相比上期增加502.59万股。香港中央结算有限公司位居第四大 流通股东，持股58 ...

持本公司股份50,700股（占本公司总股本比例0.0058%）的高级管理人员马信龙先生计划自本公告披露 之日起15个交易日后的3个月内（即2026年3月5日至2026年6月4日）以集中竞价方式减持本公司股份不 超过12,000股（占本公司总股本比例0.0014%）。 格隆汇2月3日丨拓尔思(300229.SZ)公布，持本公司股份37,200股（占本公司总股本比例0.0043%）的高 级管理人员曹辉先生计划自本公告披露之日起15个交易日后的3个月内（即2026年3月5日至2026年6月4 日）以集中竞价方式减持本公司股份不超过9,300股（占本公司总股本比例0.0011%）。 ...

持本公司股份50,700股（占本公司总股本比例0.0058%）的高级管理人员马信龙先生计划自本公告披露 之日起15个交易日后的3个月内（即2026年3月5日至2026年6月4日）以集中竞价方式减持本公司股份不 超过12,000股（占本公司总股本比例0.0014%）。 格隆汇2月3日丨拓尔思(300229.SZ)公布，持本公司股份37,200股（占本公司总股本比例0.0043%）的高 级管理人员曹辉先生计划自本公告披露之日起15个交易日后的3个月内（即2026年3月5日至2026年6月4 日）以集中竞价方式减持本公司股份不超过9,300股（占本公司总股本比例0.0011%）。 ...

证券代码：300229 证券简称：拓尔思 公告编号：2026-004 拓尔思信息技术股份有限公司 持本公司股份 37,200 股（占本公司总股本比例 0.0043%）的高级管理人员曹 辉先生计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2026 年 3 月 5 日至 2026 年 6 月 4 日）以集中竞价方式减持本公司股份不超过 9,300 股（占本 公司总股本比例 0.0011%）。 持本公司股份 50,700 股（占本公司总股本比例 0.0058%）的高级管理人员马 信龙先生计划自本公告披露之日起 15 个交易日后的 3 个月内（即 2026 年 3 月 5 日至 2026 年 6 月 4 日）以集中竞价方式减持本公司股份不超过 12,000 股（占本 公司总股本比例 0.0014%）。 若减持股份期间公司发生送股、资本公积金转增股本等股份变动事项，上述 减持股份数量按照减持比例不变的原则进行相应调整。 一、股东的基本情况 （一）股东名称：曹辉、马信龙 高级管理人员减持股份预披露公告 公司高级管理人员曹辉、马信龙保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗 ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

每日经济新闻 每经AI快讯，1月29日，网络安全指数盘中上涨2%，成分股中，拓尔思涨超7%，三六零涨5%，信安世 纪、安恒信息、*ST国华涨3%。 ...

格隆汇1月27日丨拓尔思(300229.SZ)公布，预计2025年归属于上市公司股东的净利润-31,000万元 ～-25,000万元，扣除非经常性损益后的净利润-36,500万元～-31,400万元。报告期内，公司子公司拓尔 思天行网安信息技术有限责任公司（以下简称"天行网安"）所处网络安全行业市场恢复情况不及预期导 致业绩再次出现亏损。基于天行网安 2025 年营业收入及收入增长预计情况，结合相关行业报告进行谨 慎预测，公司 2025 年度拟对其计提商誉减值准备。根据《会计监管风险提示第 8 号——商誉减值》及 《企业会计准则第8 号——资产减值》的相关要求，拟计提商誉减值准备金额范围在 16,000 万 元-14,000 万元之间。在本次计提商誉减值准备之前，公司商誉账面价值合计 38,653 万元，本次计提商 誉减值准备后，商誉账面价值为 22,653 万元-24,653 万元之间。最终商誉减值准备计提数据将由公司聘 请的具有从事证券、期货相关业务资格的评估机构及审计机构进行评估和审计后确定。 ...

Group 1: Large Model + Code Intelligence Core - iFlyCode by iFLYTEK is the first domestic intelligent programming tool with voice interaction features, supporting code generation, explanation, bug correction, unit test generation, and intelligent Q&A across major programming languages [1][18] - StarRing Technology focuses on AI code generation for big data development, achieving over 90% accuracy in code generation and serving over 200 paying enterprise clients by 2025 [1][19] - Tuya Technology integrates NLP capabilities with AI programming solutions for government and financial sectors, enhancing system development efficiency and reducing maintenance costs [2][20] Group 2: IDE + AI Programming Tools Core - ZTE Information has developed SnapDevelop, an AI-assisted programming tool that increases software development efficiency by 2-3 times and supports multiple programming languages [3][22] - Wanjing Technology targets lightweight development scenarios with AI programming tools, significantly lowering the development barrier for small and medium enterprises [4][23] - CaiXun Co. provides AI programming solutions tailored for the financial sector, enhancing software development efficiency and compliance risk management [5][24] Group 3: Low-Code + AI Programming Integration - Puyuan Information integrates AI programming capabilities into its low-code development platform, improving enterprise application development efficiency by over 40% [7][24] - Jinxianda focuses on the electric power industry, utilizing a proprietary model to enhance development efficiency and customer advantages in AI programming and low-code applications [8][26] - Zhiyuan Interconnect's low-code platform has served over 10,000 enterprise clients, reducing development cycles by over 50% through AI programming capabilities [9][27] Group 4: Industry Solutions + AI Programming - Hengsheng Electronics has developed a low-code platform that integrates AI programming for the financial sector, improving development efficiency by over 60% [11][28] - Saiyi Information focuses on the manufacturing sector, providing AI programming tools that enhance software development efficiency by over 50% [12][29] - Keda Guochuang integrates AI programming into its software development for the electric power and government sectors, reducing development costs by approximately 30% [13][30] Group 5: Enterprise-Level AI Programming Solutions - New Jue Network combines AI programming with intelligent operation and maintenance services, achieving a customer repurchase rate of 83% in 2024 [15][31] - Yonyou Network integrates AI programming into its ERP systems, enhancing development efficiency by over 50% for various enterprise scenarios [16][32]

智通财经APP讯，拓尔思(300229.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 2.5亿元至3.1亿元;扣除非经常性损益后的净亏损3.14亿元至3.65亿元。 ...