GIT(300465)
Search documents
AI编码进入工程化时代!华为云CodeArts重磅上线,全流程智能化开发,推动企业软件效率提升与国产生态加速成熟
Xin Lang Cai Jing· 2026-02-26 10:21
Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]
高伟达(300465) - 关于公司2026年股票期权激励计划首次授予登记完成的公告
2026-02-25 10:53
证券代码:300465 证券简称:高伟达 公告编号:2026-016 高伟达软件股份有限公司 工对本次公示的内容提出异议。2026年1月26日,公司董事会薪酬与考核委员会公告 了《董事会薪酬与考核委员会关于公司2026年股票期权激励计划首次授予激励对象名 单的审核意见及公示情况说明》。具体内容详见公司披露于巨潮资讯网上的相关公告。 根据中国证监会《上市公司股权激励管理办法》以及深圳证券交易所、中国证券 登记结算有限责任公司深圳分公司有关规则的规定,高伟达软件股份有限公司(以下 简称"公司")完成了公司2026年股票期权激励计划首次授予登记工作,现将有关情况 公告如下: 一、2026年股票期权激励计划已履行的相关审批程序和批准情况 1、2026年1月14日,公司召开了第五届董事会第十八次会议,审议通过了《关于 公司2026年股票期权激励计划(草案)及其摘要的议案》《关于公司2026年股票期权 激励计划实施考核管理办法的议案》《关于提请股东会授权董事会办理公司2026年股 票期权激励计划相关事宜的议案》。具体内容详见公司披露于巨潮资讯网上的相关公 告。 2、2026年1月15日-2026年1月24日,公司对本激励 ...
高伟达(300465) - 关于公司2026年股票期权激励计划首次授予登记完成的公告
2026-02-25 09:32
2、2026年1月15日-2026年1月24日,公司对本激励计划首次授予激励对象姓名和 职务在公司内部进行了公示。公示期满,公司董事会薪酬与考核委员会未收到任何员 1、股票期权简称:高伟JLC1 2、股票期权代码:036627 3、股票期权首次授予数量:478.00万份 4、股票期权首次授予人数:101人 5、股票期权首次授予登记完成日期:2026年2月24日 关于公司2026年股票期权激励计划首次授予登记完成的公告 证券代码:300456 证券简称:高伟达 公告编号:2026-016 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。 工对本次公示的内容提出异议。2026年1月26日,公司董事会薪酬与考核委员会公告 了《董事会薪酬与考核委员会关于公司2026年股票期权激励计划首次授予激励对象名 单的审核意见及公示情况说明》。具体内容详见公司披露于巨潮资讯网上的相关公告。 重要内容提示: 根据中国证监会《上市公司股权激励管理办法》以及深圳证券交易所、中国证券 登记结算有限责任公司深圳分公司有关规则的规定,高伟达软件股份有限公司(以下 简称"公司")完成了公司202 ...
高伟达2026年关注点:股份回购与AI业务落地
Jing Ji Guan Cha Wang· 2026-02-12 09:19
Company Status - The board of directors of Gao Weida proposed a share repurchase plan through centralized bidding, with a total repurchase fund ranging from 30 million to 35 million yuan, aimed at optimizing the capital structure [2] Business Progress - In an institutional research meeting on January 13, 2026, the management indicated that 2026 will be a critical year for the rapid implementation of AI technology in the fintech sector, requiring all business units to fully realize AI business orders [3] - The data service business is expected to enter a phase of scaled growth in 2026, building on the pilot program from 2025 [3] - The company emphasized its ongoing efforts in areas such as digital currency and cross-border payments (CIPS) [3]
高伟达(300465) - 关于回购股份事项前十名股东及前十名无限售条件股东持股情况的公告
2026-02-12 08:26
证券代码:300465 证券简称:高伟达 公告编号:2026-015 | | -格雷林奇 2 号私募证券投资基金 | | | | --- | --- | --- | --- | | 5 | 香港中央结算有限公司 | 2,019,634 | 0.46 | | 6 | 卢细芳 | 1,854,100 | 0.42 | | 7 | 黄小琴 | 1,628,700 | 0.37 | | 8 | 陈传兴 | 1,553,000 | 0.35 | | 9 | 钟伟 | 1,358,300 | 0.31 | | 10 | 宋荣润 | 1,107,000 | 0.25 | 注:以上股东的持股数量为合并普通账户和融资融券信用账户后总的持股数量。 | | | | 占公司无限售 | | --- | --- | --- | --- | | 序号 | 股东名称 | 持股数量(股) | 条件股份总数 | | | | | 比例(%) | | 1 | 鹰潭市鹰高投资咨询有限公司 | 88,794,076 | 20.01 | | 2 | 银联科技有限公司 | 32,701,580 | 7.37 | | 3 | 中国建设银行股份有限公司-华宝中 ...
2月10日重要公告一览





Xi Niu Cai Jing· 2026-02-10 02:35
Group 1 - Fangda Carbon plans to acquire 100% equity of Tianjin Tongda Huanyu Logistics Co., Ltd. for 319 million yuan [1] - Xiamen Tungsten intends to acquire 39% equity of Jiujiang Dadi Mining Development Co., Ltd. and has signed an intention agreement with a transferor [6] - Wenkai Co. has won a bid for a landscape project worth 50.8162 million yuan [7] Group 2 - Changchun High-tech's subsidiary Jin Sai Pharmaceutical received approval for a clinical trial application for GenSci136, a treatment for IgA nephropathy [3] - China National Pharmaceutical has received drug registration certificates for fumaric acid volnoral tablets, used for treating reflux esophagitis [12] - Zhenhua Group plans to issue convertible bonds not exceeding 1.2 billion yuan [26] Group 3 - CSG Holding's stock may undergo a control change due to share pledge judicial transfer [30] - Ningbo Yunsheng plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [19] - Keda Guochuang's controlling shareholder intends to transfer 5% of the company's shares through an agreement [28] Group 4 - A number of companies, including Finer Pharma, Yixing Guoyuan Investment, and others, have announced plans to reduce their shareholdings by various percentages [2][4][9][11][15][16][20][21][22][23][25][29] - Highweida plans to repurchase shares worth 30 to 35 million yuan [17] - ST Zhongzhu is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [24] Group 5 - A number of companies, including Jiekang Equipment and others, have faced legal issues or penalties [27][40] - Aclaris Therapeutics has clarified that reports regarding its robotic products entering mass production were misinterpreted [41]
高伟达(300465.SZ):拟回购3000万元-3500万元公司股份
Ge Long Hui A P P· 2026-02-09 13:39
格隆汇2月9日丨高伟达(300465.SZ)公布,拟回购的资金总额不低于人民币3,000万元(含本数),不超 过人民币3,500万元(含本数)。回购价格不超过30.64元/股,本次回购股份将用于注销并减少公司注册 资本。 ...
今日晚间重要公告抢先看——金徽股份:拟2.1亿元收购福圣矿业100%股权;盟固利:拟9.29亿元投建年产3万吨锂离子电池正极材料项目
Jin Rong Jie· 2026-02-09 13:25
Group 1 - Jinwei Co., Ltd. plans to acquire 100% equity of Fusheng Mining for 210 million yuan, which will become a wholly-owned subsidiary and included in the consolidated financial statements [2] - Mengguli intends to invest 929 million yuan to build a project with an annual production capacity of 30,000 tons of lithium-ion battery cathode materials, expected to produce 5,000 tons of high-voltage cobalt acid lithium, 10,000 tons of NCA materials, and 15,000 tons of ultra-high nickel ternary materials [2] - Xiamen Tungsten plans to acquire 39% equity of Jiujiang Dadi Mining, which will help increase mineral resource reserves and improve raw material self-sufficiency [3] Group 2 - Andavil's subsidiary received EASA certification for its aviation kitchen plug-in products, marking compliance with European aviation safety standards [2] - CIMC Vehicles disclosed that the US ITC made a preliminary ruling on anti-subsidy and anti-dumping investigations regarding Van-Type Trailers, indicating potential damage to the US domestic industry [4] - Source Technology plans to invest approximately 1.251 billion yuan to build a second phase project for the R&D and production of optoelectronic communication semiconductor chips and devices [9] Group 3 - Zhongmin Energy intends to acquire 51% equity of Mintou Pumped Storage for 864 million yuan, with the transaction price based on asset evaluation [10] - Ningbo Yunsheng plans to publicly issue H-shares and apply for listing on the Hong Kong Stock Exchange [11] - Wenkai Co., Ltd. won a bid for a landscape project worth 50.8162 million yuan [12] Group 4 - China Merchants Shekou achieved a signed sales amount of 7.674 billion yuan in January 2026 [16] - AVIC Optoelectronics reported a net profit of 2.124 billion yuan for 2025, a year-on-year decrease of 36.69% [17] - Tiankang Bio reported a sales revenue of 392 million yuan from pig sales in January 2026, with a month-on-month increase of 6.23% [18] Group 5 - Poly Developments reported a signed amount of 15.617 billion yuan in January 2026, a year-on-year decrease of 13.31% [19] - Chengtou Holdings reported a net profit of 290 million yuan for 2025, a year-on-year increase of 19.67% [20] - Qianjin Pharmaceutical reported a net profit of 288 million yuan for 2025, a year-on-year increase of 24.74% [21]
高伟达拟3000万元至3500万元回购公司股份
Zhi Tong Cai Jing· 2026-02-09 12:04
高伟达(300465)(300465.SZ)发布公告,公司拟以自有资金通过集中竞价交易方式进行股份回购,回 购的股份将用于注销并减少注册资本。回购的资金总额不低于人民币3000万元,不超过人民币3500万 元,回购价格不超过30.64元/股。回购实施期限为自股东会审议通过本次回购股份方案决议之日起不超 过12个月。 ...
高伟达(300465.SZ)拟3000万元至3500万元回购公司股份
智通财经网· 2026-02-09 11:58
智通财经APP讯,高伟达(300465.SZ)发布公告,公司拟以自有资金通过集中竞价交易方式进行股份回 购,回购的股份将用于注销并减少注册资本。回购的资金总额不低于人民币3000万元,不超过人民币 3500万元,回购价格不超过30.64元/股。回购实施期限为自股东会审议通过本次回购股份方案决议之日 起不超过12个月。 ...