证券代码：300571 证券简称：平治信息 公告编号：2026-006 杭州平治信息技术股份有限公司 关于与控股股东签订附条件生效的股份认购协议暨 关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、杭州平治信息技术股份有限公司（以下简称"公司"）拟向特定对象发行 股票（以下简称"本次发行"），募集资金总额不超过 100,000.00 万元（含本数）， 发行股票数量按照募集资金总额除以发行价格确定，且不超过本次发行前公司总 股本的 30%。 2、公司控股股东郭庆拟参与本次向特定对象发行认购，拟认购金额不低于 5,000 万元且不超过 4 亿元 (上下限均含本数)，认购数量以认购金额除以发行 价格确定，对认购股数不足 1 股的余数作舍去处理，最终认购数量不超过本次向 特定对象发行股票数量上限。 根据《深圳证券交易所创业板股票上市规则》等相关法律法规及《公司章程》 的相关规定，本次交易构成关联交易，尚需提交公司股东会审议并批准认购对象 免于发出要约，关联股东郭庆、福建齐智兴企业管理合伙企业（有限合伙）在股 东会上对该议案回避表决。 ...

Core Viewpoint - The communication services sector experienced a rise of 0.73% on February 3, with notable gains from companies like Nanling Technology, which led the sector with an increase of 8.46% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1]. - Key stocks in the communication services sector showed significant price increases, with Nanling Technology closing at 29.99, up 8.46%, and Guanghuan New Network at 16.40, up 7.68% [1]. Group 2: Trading Volume and Value - Nanling Technology had a trading volume of 324,000 shares, resulting in a transaction value of 941 million yuan [1]. - Guanghuan New Network recorded a trading volume of 1,985,400 shares, with a transaction value of 3.179 billion yuan [1]. Group 3: Capital Flow - The communication services sector saw a net outflow of 197 million yuan from institutional investors, while retail investors contributed a net inflow of 228 million yuan [2]. - Notable capital flows included a net inflow of 200 million yuan into Data Port, while Nanling Technology experienced a net inflow of 71.885 million yuan from institutional investors [3].

Financial Performance Forecast - The company expects a net profit in the range of -19,000 to -13,000 thousand CNY for the year 2025, representing a decrease of 63.72% to 12.02% compared to the previous year[4] - The net profit after deducting non-recurring gains and losses is projected to be between -18,000 and -12,000 thousand CNY, indicating a decline of 76.03% to 17.36% year-over-year[4] - The performance forecast has not been audited by the accounting firm, and the specific financial data will be detailed in the 2025 annual report[8] Impairment and Depreciation - The adjustment in the estimated useful life of equipment depreciation is expected to significantly impact the net profit for the reporting period[6] - The company is currently conducting impairment testing for accounts receivable, with the final impairment amount to be disclosed in the audited 2025 annual report[7] Cost Pressures - Rapid increases in raw material prices, particularly for storage components, have put pressure on sales revenue and overall gross margin for communication equipment products[7]

Group 1 - The A-share market is experiencing short-term fluctuations due to a cooling of investor sentiment, but the overall bull market pattern remains unchanged [1][7] - The market is entering a low volatility phase, with speculative sentiment decreasing, yet small-cap stocks are leading the gains and financing balances continue to rise, indicating that funds are still seeking flexibility [7] - Short-term market sentiment is still relatively high, and if there are catalysts in fundamentals or liquidity, the overall trend of A-shares may move upward [7] Group 2 - The Supreme People's Procuratorate has made deployments to utilize legal power to serve high-quality development, emphasizing the need to maintain economic and financial security and to combat serious economic crimes [4] - The China Securities Regulatory Commission (CSRC) has imposed a three-year market ban on Jin Yongrong for illegal stock recommendations and reverse trading, highlighting regulatory actions against market manipulation [5] - Several companies are facing significant financial challenges, with projected losses for 2025 including Tianhe Solar with a net profit loss of 6.5 billion to 7.5 billion yuan and other firms like Water Well and Yatai Group also expecting substantial losses [6]

Key Points - The core viewpoint of the articles highlights various companies' recent announcements regarding their business activities, project investments, performance forecasts, and stock transactions. Group 1: Company Announcements - Nansheng Co., Ltd. reported that the revenue from its AI-related business is a small proportion of its overall revenue [1] - Aerospace Power stated that its main business does not involve commercial aerospace and it has no investments in commercial aerospace assets [1] - Jianghe Group won a bid for approximately 220 million yuan for the exterior facade subcontracting of the Xi'an Taikoo Li commercial complex [1] Group 2: Project Investments - Nanshan Aluminum plans to invest approximately 437 million USD to build a 250,000-ton electrolytic aluminum project in the Bintan Industrial Park, Indonesia [1][2] - Changyuan Power intends to increase capital in its wholly-owned subsidiary and invest in the construction of the Husi photovoltaic project [2] Group 3: Performance Forecasts - Hunan YN Energy expects a net profit growth of 93.75% to 135.87% year-on-year for 2025 [1][2] - Hao Shang Hao anticipates a net profit increase of 115.64% to 175.35% for 2025 [2] - Fule Anticipates a net profit growth of 81.67% to 127.08% for 2025 [2] - Yuanxiang New Materials expects a net profit increase of 76.27% to 107.37% for 2025 [2] Group 4: Stock Transactions - New Feng Ming announced that Dushan Energy plans to acquire a 35% stake in Dushan Port Development for 259 million yuan [1][2] - Aotai Bio's actual controller and chairman proposed a share buyback [1][2] - Meihua Medical's actual controller and concerted parties plan to reduce their holdings by no more than 2.4997% [1][2] Group 5: Other Developments - Huashi Technology plans to raise no more than 446 million yuan through a private placement to Hangzhou Juzhun [3] - Jianghua Microelectronics will change its actual controller to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20 [3]

Company Announcements - Yidian Tianxia's stock will resume trading on January 20, 2026, after a suspension due to a significant price increase of over 100% during the previous trading days [2] - Hualing Cable has terminated its acquisition of Hunan Xingxin Aerospace, stating that the decision was mutual and will not adversely affect its operations or financial status [3] - Tianjian Technology expects a net loss of 176 million to 250 million yuan for 2025, which may lead to a delisting risk warning [4] - Shuijingfang anticipates a 71% decline in net profit for 2025, with Q4 performance significantly below expectations [5] Investment & Contracts - Nanshan Aluminum plans to invest approximately 4.37 billion USD to establish a 250,000-ton electrolytic aluminum project in Indonesia [13] Shareholding Changes - Jianghuai Microelectronics will have its actual controller changed to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20, 2026 [16] Performance & Earnings - Hunan YN expects a net profit increase of 94% to 136% for 2025, driven by rising demand in the lithium battery sector [23] - China Great Wall anticipates a net loss of 35 million to 70 million yuan for 2025, although it expects to significantly reduce its losses compared to the previous year [24] - Dinglong Co. forecasts a net profit increase of 34.44% to 40.20% for 2025, supported by strong growth in semiconductor and display materials [26] Project Bids - Pingzhi Information is a candidate for a smart computing service project worth approximately 489 million yuan [41] Financing & Capital Increase - Jiangxi Copper plans to register and issue debt financing instruments not exceeding 250 billion yuan [44]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

Core Viewpoint - Pingzhi Information (300571.SZ) has been selected as the preferred bidder for a project involving equipment leasing and maintenance services for Zhejiang Lingai Future Technology Co., Ltd. [1] Group 1: Project Details - The project is initiated by Zhejiang Mobile Digital Technology Co., Ltd. through a public inquiry process [1] - The final user of the project is Zhejiang Lingai Future Technology Co., Ltd., which is a wholly-owned subsidiary of Zhejiang Leapmotor Technology Co., Ltd. with a registered capital of 600 million RMB [1] - The total bid amount for the project is approximately 489.4535 million RMB, including tax [1]

Core Viewpoint - Pingzhi Information (300571.SZ) has been announced as the candidate for the equipment leasing and maintenance service project by Zhejiang Lingai Future Technology Co., Ltd., a wholly-owned subsidiary of Zhejiang Leapmotor Technology Co., Ltd. [1] Group 1 - The project involves the procurement of GPU and server-related equipment leasing and maintenance services [1] - The total bid amount for the project is approximately 489 million yuan, including tax [1] - The registered capital of Zhejiang Lingai Future Technology Co., Ltd. is 600 million yuan [1]

Core Viewpoint - Pingzhi Information (300571.SZ) has been announced as the candidate for the successful bid for a project involving equipment leasing and maintenance services, indicating a significant business opportunity for the company in the technology sector [1] Group 1: Project Details - The project is for Zhejiang Lingai Future Technology Co., Ltd., a wholly-owned subsidiary of Zhejiang Leapmotor Technology Co., Ltd., which has a registered capital of 600 million yuan [1] - The procurement content of the project primarily includes GPU and server-related accessories for leasing and maintenance services [1] - The total bid amount for the project, including tax, is approximately 489 million yuan [1]