| 证券代码：300608 | 证券简称：思特奇 公告编号：2026-003 | | --- | --- | | 债券代码：123054 | 债券简称：思特转债 | 公司已将上述募集资金的归还情况通知了保荐机构及保荐代表人。至此， 公司本次使用闲置募集资金暂时补充流动资金已全部归还完毕。 北京思特奇信息技术股份有限公司 关于提前归还募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 北京思特奇信息技术股份有限公司（以下简称"公司"）于2025年4月3日 召开第四届董事会第二十八次会议及第四届监事会第十八次会议，审议通过 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超 过人民币24,500万元闲置募集资金暂时补充流动资金，用于与公司主营业务相 关的生产经营，使用期限自董事会审议通过之日起不超过十二个月，到期日 前将归还至募集资金专户。具体内容详见公司于2025年4月4日刊登在指定信 息披露媒体巨潮资讯网（www.cninfo.com.cn）《关于使用部分闲置募集资金暂 时补充流动资金的公告》（公告编号：2025-013）。 20 ...

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]

Core Insights - The article highlights the collaboration between Sitergy and Kaola Youran, focusing on advancements in multimodal artificial intelligence technology [2] - Sitergy is recognized for its expertise in digital economy infrastructure and computing power services, with a strong foundation in AI large models, intelligent computing centers, and blockchain technology [2] - The partnership aims to leverage both companies' strengths to drive technological innovation and industry applications in the AI sector [2] Company Overview - Sitergy specializes in digital economy infrastructure construction and computing power services, with significant technical accumulation in various fields [2] - Kaola Youran is positioned as a high-tech enterprise concentrating on the research and application of multimodal AI technology, maintaining a leading status in the industry [2] Collaboration Details - The two companies have established a stable cooperative relationship based on long-term strategic alignment and technical complementarity [2] - They have engaged in beneficial technical exchanges and project practices tailored to specific business scenarios [2] - The collaboration emphasizes ongoing attention to technological developments in the AI field and joint efforts with industry partners to promote innovation [2]

Core Viewpoint - The company emphasizes the importance of digital twin technology, which creates a digital model corresponding to physical objects for bidirectional mapping between reality and virtuality [1] Group 1: Digital Twin Technology - Digital twin refers to constructing a digital model in a virtual space that corresponds to a physical object, enabling bidirectional mapping between reality and virtuality [1] - The application of digital twin in data center scenarios can achieve comprehensive management of assets, energy consumption, and security through 3D visualization and IoT synchronization [1] - The integration of AI with digital twin technology allows for predictive maintenance, facilitating the transition from traditional operations to intelligent and three-dimensional management [1] Group 2: Strategic Direction - The company has identified digital twin as one of its core technological directions and is actively promoting its deep integration with artificial intelligence and the Internet of Things [1] - The focus on digital twin technology aims to assist enterprises in their digital transformation [1]

Core Viewpoint - The company, Sitergy (300608.SZ), has made significant progress in its computing power scheduling business, aligning with the national "East Data West Computing" strategy and the construction of a nationwide integrated computing power network [1][3]. Group 1: Business Developments - The company has achieved three key project milestones: winning the bid for the Hubei Mobile computing power interconnection scheduling platform project, which enhances its layout on the supply side of computing power [3] - It has also secured the Qinyang Shudun platform project, integrating into the national computing power hub construction with a "total integration + construction + operation" model, ensuring secure collaborative scheduling of computing power [3] - Additionally, the company is developing the Guizhou computing power scheduling platform, which will manage computing resources from nine cities in Guizhou, creating a unified network for computing power in the region and becoming the first major revenue-generating scheduling platform in the East Data West Computing project [3] Group 2: Strategic Alignment - The company emphasizes its core advantage in the computing power sector lies in integrating demand and systematically participating in national computing power development, rather than focusing solely on the supply side, particularly in urban economic aspects [3] - Following the Ministry of Industry and Information Technology's recent announcement on establishing a national computing power interconnection node system, the company is enhancing its platform operation capabilities and expanding its multi-scenario layout [3] - The company plans to deepen the integration of computing power scheduling and market operations, aiming to strengthen its business in the construction of the nationwide integrated computing power network [3]

Core Viewpoint - The company, SiTech (300608.SZ), is focusing on the development and operation of a "computing power network scheduling and market operation platform" in the context of the national "East Data West Calculation" strategy, achieving significant breakthroughs in core projects [1] Group 1: Project Achievements - The company has won major projects, showcasing strong competitiveness, including the Hubei Mobile Computing Power Networking Scheduling Platform project, which enhances the supply side of computing power [1] - The company has also secured the Qingyang Data Shield Platform project, integrating into the national computing power hub construction through a "total integration + construction + operation" model, ensuring coordinated scheduling of computing power security [1] - The establishment of the Guizhou Computing Power Scheduling Platform, which manages computing power across nine cities, marks it as the first significant revenue-generating computing power scheduling platform in the East Data West Calculation project [1] Group 2: Platform Capabilities - The company's platform has achieved standardized access for supply-side entities such as the East Data West Calculation hub and operators, enabling unified pooling and intelligent scheduling of computing power [1] - By leveraging major project accumulations, the company is enhancing its platform operation capabilities and expanding its layout across multiple scenarios [1] - The company aims to deepen the integration of computing power scheduling and market operations, seizing opportunities in the construction of a national integrated computing power network to strengthen and grow its related business [1]

Group 1 - The company, Sitergy, is expanding its overseas business, starting from Shenzhen and targeting operators in Hong Kong before branching out to other markets [2] - The focus of the overseas business strategy is on standardized products, particularly in AI and computing power [2]

Group 1 - The company has made strategic moves in the overseas market, starting from Shenzhen and expanding services to operators in Hong Kong and beyond [1] - The focus of the company's overseas business is on standardized products, particularly in AI and computing power [1]

Group 1: Company Overview - The company has established a solid foundation in the telecommunications industry, focusing on empowering 30 operators and various enterprises to facilitate their digital transformation [1][2]. - The company aims for comprehensive breakthroughs and value growth through its development in the telecommunications sector [2]. Group 2: Competitive Strategy - The company's competitive strategy varies by industry; it adopts a direct sales model in the operator sector while emphasizing ecosystem partnerships in urban and digital economy sectors [2][3]. - In the face of competition, the company prioritizes collaboration to expand market opportunities rather than solely focusing on direct sales [3]. Group 3: International Expansion - The company has initiated international business expansion, starting from Shenzhen and targeting operators in Hong Kong as a launch point for further growth [3]. - The focus in international markets is on standardized products in AI and computing power [3]. Group 4: AI and Computing Power - The company integrates demand in the computing power sector, participating in national development rather than just focusing on supply-side solutions [3]. - AI applications are utilized to enhance operational efficiency and reduce labor costs through automation in code verification and digitalization of processes [3]. Group 5: Revenue and Orders - The company’s revenue is significantly dependent on operator orders, with expectations for growth in the second and third lines of business in the coming years [3]. - Specific order-related information will be available in the company's annual report [3].

Group 1 - The company, Sitongqi, expects a net profit loss attributable to shareholders of 140 million to 190 million yuan for 2025, compared to a loss of 51.1 million yuan in the same period last year [1] - The decline in gross profit is attributed to external market conditions and clients' cost-reduction strategies, leading to prolonged project acceptance and approval processes, which have delayed project completion and impacted revenue [1] - The company is in the investment phase for its new digital economy initiatives, with expected contributions to performance materializing in subsequent years [1] Group 2 - The company has conducted impairment tests on assets showing signs of impairment and plans to make corresponding impairment provisions, which will also affect current profits [1] - Future strategies include optimizing management practices, enhancing technological innovation capabilities, improving product and service quality, and strengthening market sales strategies to capture industry opportunities and increase market share [1] - The company aims to improve project management and enhance the input-output ratio while continuously working on quality improvement and efficiency enhancement to better its operational results [1]