Core Viewpoint - Beijing Beixin Keda Asset Management Co., Ltd. reduced its shareholding in the company by 441,100 shares, representing 0.050491% of the total share capital, decreasing its ownership from 5.050490% to 4.999999%, thus no longer being a shareholder with more than 5% ownership [1] Summary by Category - **Shareholding Changes** - The reduction in shareholding occurred on October 13, 2025, through centralized bidding [1] - The company will continue to monitor the progress of the ongoing reduction plan [1]

拓尔思信息技术股份有限公司 简式权益变动报告书 上市公司名称：拓尔思信息技术股份有限公司 股票上市地点：深圳证券交易所 股票简称：拓尔思 股票代码：300229 信息披露义务人：北京北信科大资产管理有限公司 通讯地址：北京市海淀区清河四拨子东 200 米 27 栋 101 室 邮政编码：100192 联系电话：010-80187190 股份变动性质：股份减少（因集中竞价减持公司股份导致其持有公司股份比 例减少至 5%以下） 简式权益变动报告书签署日期：2025 年 10 月 13 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《证券法》）、 《上市公司收购管理办法》（以下简称《收购办法》）、《公开发行证券的公司信息 披露内容与格式准则第 15 号—权益变动报告书》（以下简称"准则 15 号"）及相 关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购办法》准则 15 号的规定，本报告书已全面披露了 信息披露义务人在拓尔思信息技术股份有限公司中拥有权 ...

证券代码：300229 证券简称：拓尔思 公告编号：2025-045 拓尔思信息技术股份有限公司 关于持股 5%以上股东减持至 5%以下暨权益变动的提示性公告 持股 5%以上股东北京北信科大资产管理有限公司保证向本公司提供的信息真实、准确 和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动属于持股 5%以上股东减持公司股份，不触及要约收购。 2、本次权益变动后，公司持股 5%以上股东北京北信科大资产管理有限公 司（以下简称"北信科大"）持有公司股份总数从 44,122,140 股减少至 43,681,040 股，持股比例由 5.050490%减少至 4.999999%，不再是公司持股 5%以上股东。 3、北信科大不属于公司控股股东、实际控制人及其一致行动人，本次权益 变动不会导致公司控股股东、实际控制人发生变化，不会影响公司的治理结构 和持续经营。 拓尔思信息技术股份有限公司（以下简称"公司"）2025 年 9 月 12 日在中 国 证 券 监 督 管 理 委 员 会 指 定 的 创 业 板 信 息 披 露 网 站 巨 ...

Core Viewpoint - The stock of Tuolisi has experienced a decline in recent trading sessions, with significant net outflows of capital and a notable decrease in revenue and profit for the first half of 2025 [1][2]. Financial Performance - Tuolisi's revenue for the first half of 2025 was 245 million yuan, a year-on-year decrease of 38.36% - The net profit attributable to the parent company was -73.63 million yuan, a year-on-year decrease of 223.11% [2]. Stock Market Activity - On October 14, Tuolisi's stock price fell by 2.04%, trading at 20.67 yuan per share with a total transaction volume of 462 million yuan - The stock has declined by 1.29% year-to-date, 2.55% over the last five trading days, and 7.27% over the last 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 120,000, a decrease of 5.83% from the previous period - The average number of circulating shares per person increased by 16.66% to 7,275 shares [2]. Dividend Distribution - Tuolisi has distributed a total of 325 million yuan in dividends since its A-share listing, with 55.67 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder, holding 6.36 million shares, a decrease of 1.58 million shares from the previous period - Other notable shareholders include various ETFs that have increased their holdings [3].

Group 1 - The core point of the news is that Toris Technology Co., Ltd. experienced a decline in stock price by 5.11%, with the current share price at 21.53 CNY and a trading volume of 883 million CNY, resulting in a total market capitalization of 18.809 billion CNY [1] - Toris was established on February 18, 1993, and went public on June 15, 2011. The company is based in Haidian District, Beijing, and its main business includes artificial intelligence products and services, big data products and services, and data security products and services [1] - The revenue composition of Toris is as follows: 44.49% from artificial intelligence software products and services, 33.73% from big data software products and services, 11.07% from security products, and 10.70% from system integration and other services [1] Group 2 - From the perspective of fund holdings, only one fund under Guotai Fund has a significant position in Toris. The Guotai CSI 1000 Enhanced Strategy ETF (159679) held 42,400 shares in the second quarter, accounting for 0.79% of the fund's net value, making it the third-largest holding [2] - The Guotai CSI 1000 Enhanced Strategy ETF (159679) was established on February 9, 2023, with a latest scale of 99.5414 million CNY. Year-to-date, it has achieved a return of 33.53%, ranking 1777 out of 4220 in its category; over the past year, it has returned 40.32%, ranking 1314 out of 3852; and since inception, it has returned 27.69% [2] - The fund manager of Guotai CSI 1000 Enhanced Strategy ETF is Wu Zhonghao, who has been in the position for 3 years and 257 days, managing total assets of 15.185 billion CNY, with the best fund return during his tenure being 64.77% and the worst being -9.53% [2]

Market Overview - As of September 30, the Shanghai Composite Index rose by 0.40%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06%. The STAR Market 50 Index surged by 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.37 trillion yuan, an increase of 76.1 billion yuan compared to the previous trading day, with nearly 3,000 stocks rising across the market [1] Storage Chip Sector - The storage chip sector experienced significant gains, with stocks like Jiangbolong (301308) rising by 20% and several others increasing by over 10% [2] - Major storage manufacturers, including SanDisk, Micron, Samsung, and Western Digital, have announced price increases since September, leading to a ripple effect in the downstream market as module manufacturers ramp up inventory [3][4] - Adata announced it would stop quoting DDR4 prices and prioritize supply of DDR5 and NAND flash to major clients, while Phison has resumed some pricing with a 10% increase [3][4] AI and Semiconductor Sector - The AI sector saw a collective rise, with stocks like Dahong Technology hitting the daily limit up of 20%, and others like Kaipu Cloud and Tuolisi rising over 5% [4] - The launch of DeepSeek-V3.2-Exp has led to a significant reduction in service costs, with API prices dropping by over 50%, prompting several domestic chip manufacturers to adapt to the new model [5][6] - Analysts from Huaxin Securities noted that the domestic AI chip industry is entering a new era, with a complete industrial chain from advanced processes to model acceleration being established [6][7] Gold Market - On September 30, spot gold prices reached a new high of $3,860 per ounce, marking a 0.72% increase for the day [11] - Domestic gold jewelry prices have also risen, with brands like Chow Sang Sang and Luk Fook reporting prices of 1,125 yuan per gram, an increase of 14 yuan from the previous day [13] - Analysts from Guohai Securities indicated that the long-term trend of gold prices is influenced by the strength of the US dollar and inflation expectations, with current conditions favoring gold due to potential stagflation [13]

Group 1 - The A-share market indices continued to rise on September 30, with the technology sector showing strong performance, particularly the AI-focused ETF Huaxia (159381), which saw an intraday increase of over 2% [1] - The National Development and Reform Commission (NDRC) announced plans to support various enterprises, including private companies, in participating in the "Artificial Intelligence +" initiative, emphasizing the development of domestic computing power model corpus and increasing support for private enterprises [1] - Tianfeng Securities expressed optimism that 2025 could be a pivotal year for domestic AI infrastructure competition and application development, highlighting ongoing advancements in AI in both China and the U.S. [1] Group 2 - The Huaxia AI ETF (159381) tracks the AI index of the ChiNext board, focusing on leading companies in the AI industry chain, with over 50% weight in optical modules and coverage of domestic software and AI application firms [2] - The ChiNext board has a 20% daily price fluctuation limit, showcasing high growth and elasticity characteristics, with management fees at 0.15% and custody fees at 0.05%, the lowest in its category, facilitating low-cost investment in AI [2]

Core Insights - The AI corpus concept index rose by 1.09%, ranking 9th among concept sectors, with 30 stocks increasing in value, led by Mango Super Media, Kunlun Wanwei, and Yanshan Technology, which saw gains of 8.47%, 7.40%, and 5.67% respectively [1] - The AI corpus sector experienced a net inflow of 239 million yuan from main funds, with 24 stocks receiving net inflows, and 7 stocks exceeding 30 million yuan in net inflow, with Yanshan Technology leading at 258 million yuan [1][2] Sector Performance - The top-performing concept sectors included China AI 50 with a 2.36% increase, while the South Korea-China Free Trade Zone saw a decline of 1.87% [1] - Other notable sectors with positive performance included controllable nuclear fusion (1.39%), Kuaishou concept (1.36%), and copper cable high-speed connection (1.26%) [1] Fund Flow Analysis - The stocks with the highest net inflow ratios included Century Tianhong (11.08%), Tuolisi (8.91%), and Haitan Ruisheng (8.51%) [2] - Yanshan Technology had a trading volume of 25.79 million yuan and a net inflow ratio of 4.19%, while Chinese Online and Tuolisi followed with net inflow ratios of 7.79% and 8.91% respectively [2][3] Stock Performance - The top gainers in the AI corpus sector included Yanshan Technology (5.67%), Chinese Online (4.11%), and Tuolisi (4.75%) [2] - Conversely, the stocks with the largest declines included Kaipu Cloud (-5.71%), Jiadu Technology (-2.20%), and Shenzhen Ruijie (-2.12%) [1][3]

Core Viewpoint - The company, Tuolsi, has developed a multi-modal AIGC (Artificial Intelligence Generated Content) model named "TuoTian" that possesses capabilities for generating text-to-image and text-to-video content, laying a technological foundation for digital content creation and interactive experiences [1] Group 1 - The TuoTian model is an important part of the company's multi-modal technology stack [1] - The company is focused on practical applications of these advanced capabilities, which have already been implemented in cutting-edge scenarios such as cognitive domains [1] - The technology aims to empower various scenarios including content creation, promotional activities, and interactive experiences [1]

（编辑 王雪儿） 证券日报网讯 拓尔思9月25日在互动平台回答投资者提问时表示，公司在AI智能体方向已形成系统性布 局并取得实质性进展。今年公司的拓天大模型一体化平台已进化为拓天生产级垂直智能体平台，重点在 自主规划、多智能体协作与深度研究等关键能力方向进行突破研发，相关成果已在金融、政务、公共安 全、知识产权、舆情及特种行业等多个高价值场景中实现规模化落地应用。在多模态AI领域，拓天大 模型的核心优势体现在对音频、视频等跨模态信息的深度理解与生成能力上，目前已取得多项关键进 展，包括高保真语音克隆、精准口型同步合成以及生成效率的显著提升。同时，模型集成的AI内容识 别与鉴伪功能等能力已在认知域等前沿场景中实现落地应用，展现出良好的实用价值。 ...