Core Viewpoint - The announcement indicates that the company's subsidiary, Liaoning Post and Telecommunications Planning and Design Institute Co., Ltd., has been selected for a project by China Mobile Communications Group Liaoning Co., Ltd., which is expected to positively impact the company's future operating performance and enhance its market competitiveness [1] Group 1 - The selected project is the "Artificial Intelligence Computing Center Project in Yuhong District for 2025" with a contract value of 164 million yuan (excluding tax) and 177 million yuan (including tax) [1] - The project falls within the company's main business scope, aligning with its long-term development strategy and benefiting all shareholders [1] - Successful signing and implementation of the formal project contract will contribute positively to the company's future performance [1]

证券代码：300513 证券简称：恒实科技 公告编号：2025-024 关于控股子公司中选项目的自愿性信息披露公告 此次中选的项目属于公司的主营业务，若辽宁邮电能够签订正式项目合同并 顺利实施，将对公司未来的经营业绩产生积极影响，有利于进一步增强公司的市 场竞争力，符合公司长远发展战略和全体股东的利益。 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。 近日，北京恒泰实达科技股份有限公司（以下简称"公司"）之控股子公司 辽宁邮电规划设计院有限公司（以下简称"辽宁邮电"）收到中国移动通信集团 辽宁有限公司沈阳分公司发出的《中选通知书》，确定辽宁邮电为"沈阳公司2025 年于洪区人工智能计算中心项目（001包组）"的中选人，现将相关情况说明如 下： 一、项目基本情况 1、项目名称：沈阳公司2025年于洪区人工智能计算中心项目（001包组） 2、采购人：中国移动通信集团辽宁有限公司沈阳分公司 3、成交金额：163,753,000.00元（不含税），177,377,780.00元（含税） 二、对公司业绩的影响 北京恒泰实达科技股份有限公司 三、风险提示 截至本公告披露日 ...

Core Viewpoint - The virtual power plant (VPP) is emerging as a new operational model in the energy sector, significantly enhancing power supply security and promoting renewable energy consumption. The industry is transitioning from an invitation-based model to a market-oriented approach, with government targets set for 2027 and 2030 to increase regulation capacity to 20 million kilowatts and over 50 million kilowatts, respectively [1][11][25]. Industry Overview - Virtual power plants aggregate distributed energy resources, adjustable loads, and storage systems, acting as new operational entities that participate in power system optimization and market transactions [2]. - The development of virtual power plants is supported by a comprehensive policy framework established by the government, which includes various action plans and guidelines aimed at fostering innovation and market mechanisms [8][11]. Development Background - The rapid growth of renewable energy in China, particularly in solar and wind power, has created a pressing need for flexible power management solutions. Virtual power plants can significantly reduce the need for redundant capacity by providing flexible load adjustments [13][15]. - The construction cost of virtual power plants is only one-eighth that of traditional coal-fired power plants, making them a cost-effective solution for peak load management [15]. Current Status - The virtual power plant industry in China has established a complete industrial chain, encompassing resource aggregation, platform operation, and market trading. Key regions include Shandong, Guangdong, Zhejiang, and Shanghai, where pilot projects are actively being developed [17][19]. - The commercial model is evolving from a single demand response approach to a diversified model that includes power trading and carbon services [19]. Competitive Landscape - The industry features a diverse competitive landscape with participation from state-owned enterprises, private companies, and technology firms. Major players include State Grid, Huaneng Group, and Guodian NARI, which leverage their resources and infrastructure to dominate the market [23]. - Private companies like Guoneng Rixin and Teruid focus on technological innovation and niche markets, while tech giants such as Huawei and Tencent are entering the sector with advanced digital technologies [23]. Future Trends - The virtual power plant industry is expected to experience accelerated growth driven by policy support and market mechanisms, with projections indicating a market size exceeding 10.2 billion yuan by 2025 and surpassing 100 billion yuan by 2030 [25][26]. - Technological advancements in AI, 5G, and blockchain will enhance operational efficiency and real-time responsiveness, transforming virtual power plants into intelligent energy management systems [27]. - The integration of virtual power plants with other sectors, such as transportation and building management, will create new business models and expand the ecosystem [28].

Core Viewpoint - The news highlights the stock reduction activities of Qian Sujin, a senior executive at Hengshi Technology, indicating a significant transaction involving 1.3 million shares at an average price of 9.29 yuan, totaling approximately 12.08 million yuan [1][3]. Company Overview - Hengshi Technology's main business scope includes technology services, technical development, consulting, and various sales activities related to computer systems, machinery, and electronic products [2]. - As of December 31, 2024, the company's revenue breakdown is as follows: system integration revenue is 437 million yuan (39.25%), design revenue is 247 million yuan (22.17%), technical service revenue is 169 million yuan (15.18%), engineering construction and maintenance revenue is 120 million yuan (10.78%), software development revenue is 69.22 million yuan (6.21%), and other revenues contribute to the remaining percentages [2]. Shareholding Changes - On August 1, 2025, Qian Sujin reduced his holdings by 1.3 million shares, leaving him with 20.51 million shares post-transaction [1][3]. - The total market capitalization of Hengshi Technology is reported to be 2.892 billion yuan [4].

关于持股5%以上股东减持股份触及1%及5%整数倍 暨披露简式权益变动报告书的提示性公告 股东钱苏晋先生和张小红女士保证信息披露内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 北京恒泰实达科技股份有限公司 证券代码：300513 证券简称：恒实科技 公告编号：2025-023 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： 公司近日收到钱苏晋先生、张小红女士出具的《关于股份减持计划实施进展 的告知函》和《简式权益变动报告书》，上述二人于 2025 年 8 月 1 日通过集中 竞价、盘后定价方式减持公司股份合计 3,030,000 股，本次权益变动后，钱苏晋 先生、张小红女士合计持有公司股份 29,986,000 股，占公司总股本的比例由 1、本次权益变动系持股 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，钱苏晋先生、张小红女士合计持有公司股份 29,986,000 股，占公司总股本的比例由 10.53%下降至 9.56%，累计权益变动比例触及 1%及 5%的整数倍； 3.本次权益变动不会导致公司控股股东、实际控制人发生变更，不会影响公 司的治理结 ...

北京恒泰实达科技股份有限公司 简式权益变动报告书 上市公司名称：北京恒泰实达科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：恒实科技 股票代码：300513 信息披露义务人一：钱苏晋 签署日期：2025年8月 1 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系信息披露义务人依据《公司法》、《证券法》、《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》等法 律、法规和规范性文件编制； 住所：北京市海淀区****** 通讯地址：北京市海淀区林风二路39号院1号楼11层 信息披露义务人二：张小红 住所：北京市海淀区****** 通讯地址：北京市海淀区林风二路39号院1号楼11层 权益变动性质：股份减少 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； 三、依据《证券法》、《收购办法》的规定，本报告书已全面披露信息披露义 务人在恒实科技中拥有权益的股份变动情况；截至本报告书签署日，除本报告书披 露的信息外，信息披露义务人没有通过任何其他方式增加或减少其在恒实科技中拥 有权益的股份； 四、本次权益变动是根据本报告 ...

Market Overview - On August 4, the communication services sector experienced a slight decline of 0.07%, with Hengshi Technology leading the drop [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 7.79, up 10.03% and a trading volume of 885,700 shares [1] - ST Xintong (600289) closed at 6.74, up 4.98% with a trading volume of 73,000 shares [1] - ST Tongmai (603559) closed at 8.94, up 4.56% with a trading volume of 15,200 shares [1] - Conversely, Hengshi Technology (300513) saw a decline of 0.75%, closing at 9.22 with a trading volume of 112,500 shares [2] Capital Flow - The communication services sector saw a net inflow of 25.24 million yuan from institutional investors, while retail investors contributed a net inflow of 21.3 million yuan [2] - Notable capital flows included: - Beiwai Technology (002148) had a net inflow of 208 million yuan from institutional investors, but a net outflow of 83.08 million yuan from speculative funds [3] - China Mobile (600941) experienced a net inflow of 12.5 million yuan from institutional investors, with net outflows from both speculative and retail investors [3]

证券之星消息，8月1日通信服务板块较上一交易日下跌0.6%，南凌科技领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300921 | 南凌科技 | 24.50 | -5.22% | 15.08万 | | 3.74Z | | 603322 | 超讯通信 | 36.93 | -3.98% | 9.61万 | | 3.57亿 | | 000889 | 中嘉博创 | 3.70 | -3.90% | 85.75万 | | 3.20亿 | | 300442 | 润泽科技 | 48.18 | -3.23% | 27.65万 | | 13.38亿 | | 300738 | 奥飞数据 | 20.46 | -2.20% | 46.88万 | | 9.59 Z | | 002115 | 三维通信 | 8.32 | -2.00% | 33.87万 | | 2.82亿 | ...

Summary of Key Points Core Viewpoint - The announcement from Hengshi Technology (300513.SZ) regarding the planned share reduction by major shareholders indicates potential changes in ownership dynamics and investor sentiment towards the company [1][2]. Shareholder Reduction Plans - Controlling shareholder Qian Sujin plans to reduce holdings by up to 5,452,555 shares, representing 1.7382% of total shares, within three months starting from July 24, 2025 [1][2]. - Controlling shareholder Zhang Xiaohong intends to reduce holdings by up to 2,801,445 shares, equivalent to 0.8931% of total shares, during the same period [1][2]. - Shareholder Qian Jun plans to reduce holdings by up to 817,880 shares, which is 0.2607% of total shares, also within the specified timeframe [2]. Financial Performance - In 2024, Hengshi Technology reported a revenue of 1.11 billion yuan, a decrease of 17.30% compared to 2023 [3]. - The net profit attributable to shareholders was -999.33 million yuan, a significant decline from a profit of 41.48 million yuan in the previous year, marking a decrease of 2,492.37% [3]. - The net profit after excluding non-recurring items was -994.42 million yuan, down from 37.02 million yuan, reflecting a decrease of 2,786.10% [3]. - The net cash flow from operating activities was -13.33 million yuan, an improvement from -17.87 million yuan in the previous year [3]. Q1 2025 Performance - In the first quarter of 2025, the company achieved a revenue of 123.33 million yuan, representing a year-on-year increase of 10.03% [4]. - The net profit attributable to shareholders was -31.40 million yuan, worsening from -0.95 million yuan in the same period last year, indicating a decline of 228.87% [4]. - The net cash flow from operating activities improved to -19.75 million yuan from -257.80 million yuan year-on-year [4].

Group 1 - The core point of the announcement is that Hengshi Technology (300513) plans to reduce shareholdings by its major shareholders due to personal financial needs [1] - Major shareholder Qian Sujin intends to reduce holdings by up to 5.4526 million shares, accounting for 1.7382% of the total share capital [1] - Shareholder Zhang Xiaohong plans to reduce holdings by up to 2.8014 million shares, representing 0.8931% of the total share capital [1] - Shareholder Qian Jun aims to reduce holdings by up to 817,900 shares, which is 0.2607% of the total share capital [1] Group 2 - The reduction will occur within three months after the announcement, starting 15 trading days from the date of the announcement [1] - The reduction will be executed through centralized bidding and block trading, with the selling price determined by market conditions [1]