Core Viewpoint - Tangyuan Electric has signed a comprehensive strategic cooperation agreement with Vietnam's University of Transport and the Vietnam Construction Corporation to promote the development of rail transit technology in Vietnam and Southeast Asia [1] Company Overview - As of August 22, 2025, Tangyuan Electric's stock price is 31.36 yuan, down 1.97% from the previous trading day, with a trading volume of 112 million yuan and a turnover rate of 3.60% [1] - The company operates in the software development, robotics, and specialized sectors, focusing on intelligent solutions for rail transit [1] Strategic Cooperation - The cooperation will involve technology research and development, talent training, and market expansion, covering urban rail transit and high-speed rail sectors [1] Financial Overview - On August 22, the main capital outflow was 4.9034 million yuan, with a cumulative net outflow of 50.426 million yuan over the past five days [1]

Core Viewpoint - Tangyuan Electric has signed a comprehensive strategic cooperation agreement with the University of Transport and Communications (UTC) and Vietnam Construction Corporation, positioning itself as a priority strategic partner in the railway sector in Vietnam, focusing on urban rail transit and high-speed rail development [1][2]. Group 1: Cooperation Objectives - The agreement aims to integrate resources and advantages among the parties to promote the development of railway transportation technology and talent cultivation in Vietnam and Southeast Asia [1][3]. - Key cooperation directions include advancing technology research and application in the railway sector, talent training, academic and technical exchanges, and collaboration among enterprises, universities, and research institutions [3][4]. Group 2: Partner Profiles - UTC is a prominent engineering university in Vietnam with approximately 27,000 students and nearly 40 majors, focusing on transportation engineering, railway transport, civil engineering, mechanical engineering, and information technology [4]. - Vietnam Construction Corporation, established in 2009, is a leading EPC contractor in Vietnam, specializing in industrial plants, civil construction, transportation engineering, and infrastructure, with a strong track record in executing projects for international companies [4]. Group 3: Market Potential - Vietnam is seen as a key participant in the Belt and Road Initiative, with significant demand for railway construction, providing a favorable market entry point for the company [4][5]. - The company believes that its focus on machine vision intelligent detection equipment and the integration of artificial intelligence and robotics has vast application prospects in Vietnam and surrounding countries [5].

证券代码：300789 证券简称：唐源电气 公告编号：2025-078 成都唐源电气股份有限公司 关于公司签署全面战略合作协议的公告 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。 特别提示： 1、本次签署的《全面战略合作协议》属于三方基于合作意愿的战略性约定，具 体实施内容和进度尚存在不确定性。公司后续将根据具体产品销售、项目推进的进 展情况，签订相应的合作协议，具体合作内容以各方后续签订的具体协议为准。 2、本协议为各方开展战略合作的框架性文件，不涉及具体金额，本协议的签署 对公司本年度的经营业绩不构成重大影响，对公司以后年度经营业绩的影响需视协 议各方后续具体合作协议的签订和实施情况而定。 一、协议签署概述 近日，成都唐源电气股份有限公司（以下简称"公司"）与越南交通运输大学 （University of Transport and Communications）、越南合力建设股份公司（HOP LUC CONSTRUCTION JOINT STOCK COMPANY，以下简称"合力建设"）在越南河内 签署了《全面战略合作协议》（以下简称"协议"或"本协议 ...

Market Overview - On August 21, the computer equipment sector rose by 0.11% compared to the previous trading day, with Sanwei Xinan leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Top Gainers in Computer Equipment Sector - Sanwei Xinan (688489) closed at 51.70, up 20.01% with a trading volume of 50,900 lots and a transaction value of 255 million [1] - Yuyin Co. (002177) closed at 9.09, up 10.05% with a trading volume of 243,000 lots and a transaction value of 221 million [1] - Tangyuan Electric (300789) closed at 31.99, up 6.60% with a trading volume of 61,700 lots [1] - Newland (000997) closed at 30.68, up 4.75% with a trading volume of 537,700 lots and a transaction value of 1.654 billion [1] Top Losers in Computer Equipment Sector - Luopute (1988899) closed at 17.96, down 6.85% with a trading volume of 104,300 lots and a transaction value of 191 million [2] - Huijin Co. (300368) closed at 15.96, down 6.01% with a trading volume of 949,700 lots and a transaction value of 1.554 billion [2] - Yimikang (300249) closed at 17.26, down 5.94% with a trading volume of 508,500 lots [2] Capital Flow Analysis - The computer equipment sector experienced a net outflow of 2.693 billion from institutional investors, while retail investors saw a net inflow of 2.055 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Capital Flow - New Guodu (300130) had a net inflow of 14.8 million from institutional investors, while retail investors had a net outflow of 20.76 million [3] - Yuyin Co. (002177) saw a net inflow of 101 million from institutional investors, but a net outflow of 54.69 million from retail investors [3] - Sanwei Xinan (688489) had a net inflow of 54.64 million from institutional investors, with retail investors experiencing a net outflow of 15.72 million [3]

Core Insights - The company successfully held an AI Agent project promotion and investor communication meeting in Shenzhen, attended by over 180 institutional and individual investors [1] - The company officially launched the "AI Agent+" product during the event, showcasing its strategic upgrade and multi-domain application potential [2] Group 1: AI Agent+ Strategic Upgrade - The company is implementing the "AI Agent+" strategy, leveraging its advanced machine vision technology and AI algorithms developed in the rail transit intelligent operation and maintenance sector [2][4] - The strategy aims to diversify application scenarios across various industries, enhancing technological spillover and establishing a robust economic moat for long-term development [2][4] Group 2: National Expansion and New Subsidiary - The company announced the establishment of a joint venture in Tibet, marking a significant step in its national expansion strategy [3] - The new joint venture will focus on public safety risk monitoring systems and emergency response applications in the Tibet region, aligning with national safety equipment development initiatives [3] Group 3: Future Development Plans - The company plans to deepen its AI model research and expand its technological applications, with the operational launch of the Tibet subsidiary expected to gradually reveal its technological spillover effects and economies of scale [4]

证券日报网讯 8月11日晚间，唐源电气发布公告称，公司于2025年7月22日召开的第四届董事会第二次 会议，审议通过了《关于向控股子公司增资的议案》，同意公司以每1元注册资本对应1元人民币的交易 价格对控股子公司成都唐源新材料科技有限责任公司（简称"唐源新材料"）进行增资。增资后唐源新材 料注册资本将由200万元增加至1500万元，共增资1300万元，其中公司认购933万元注册资本，股东成都 聚之贤企业管理中心（有限合伙）认购367万元注册资本，本次增资完成后，唐源新材料仍属于公司合 并报表范围内的控股子公司。近日，唐源新材料完成了本次增资的工商变更登记手续，并取得了由成都 市武侯区行政审批局换发的《营业执照》。 （文章来源：证券日报） ...

证券代码：300789 证券简称：唐源电气 公告编号：2025-077 成都唐源电气股份有限公司 二、投资进展情况 近日，唐源新材料完成了本次增资的工商变更登记手续，并取得了由成都市武 侯区行政审批局换发的《营业执照》，工商登记信息如下： 8、经营范围： 一般项目：新材料技术研发；新材料技术推广服务；轨道交通工程机械及部件 1、名称：成都唐源新材料科技有限责任公司 2、统一社会信用代码：91510107MAC0CYT1X5 3、类型：其他有限责任公司 4、住所：四川省成都市武侯区武科西一路9号1栋2层201号 5、法定代表人：杨睿 6、注册资本：(人民币)壹仟伍佰万元整 7、成立日期：2022年9月21日 销售；涂料销售（不含危险化学品）；减振降噪设备销售；润滑油销售；工程和技 术研究和试验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；城市轨道交通设备制造【分支机构经营】；涂装设备制造【分支机构经营】； 涂装设备销售；橡胶制品制造【分支机构经营】；橡胶制品销售；塑料制品制造 【分支机构经营】；塑料制品销售；合成材料制造（不含危险化学品）【分支机构 经营】；防腐材料销售；涂料制造（不含危险 ...

一、对外投资概述 证券代码：300789 证券简称：唐源电气 公告编号：2025-076 关于西藏安智数联科技有限公司 完成工商登记的公告 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。 成都唐源电气股份有限公司（以下简称"公司"）于 2025 年 7 月 22 日召开 第四届董事会第二次会议，审议通过了《关于全资子公司智谷耘行投资设立合资 公司的议案》，同意全资子公司成都智谷耘行信息技术有限公司（以下简称"智 谷耘行"）与自然人徐玲、自然人董国荣、自然人费赟共同出资 500 万元人民币 在西藏自治区拉萨市设立西藏安智数联科技有限公司（以下简称"合资公司"）。 其中，智谷耘行出资 255 万元，持有合资公司 51%的股权；徐玲女士出资 120 万 元，持有合资公司 24%的股权；董国荣先生出资 75 万元，持有合资公司 15%的股 权；费赟先生出资 50 万元，持有合资公司 10%的股权。 具体内容详见公司于 2025 年 7 月 22 日在巨潮资讯网披露的《关于全资子公 司智谷耘行在西藏自治区投资设立合资公司的公告》（公告编号：2025-073）。 二、投资 ...

证券日报网讯7月29日晚间，唐源电气（300789）发布公告称，公司完成了工商变更登记手续和《公司 章程》备案，并取得了由成都市市场监督管理局换发的《营业执照》。 ...

证券代码：300789 证券简称：唐源电气 公告编号：2025-075 成都唐源电气股份有限公司 关于完成工商变更登记的公告 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。 成都唐源电气股份有限公司（以下简称"公司"）于2025年6月30日召开了第三届 董事会第三十五次会议、2025年7月18日召开了2025年第四次临时股东大会，分别审议 通过了《关于增加注册资本并修订<公司章程>的议案》，具体内容详见公司于2025年7 月2日、2025年7月18日发布在巨潮资讯网（http://www.cninfo.com.cn）上的相关公 告。 近日公司完成了工商变更登记手续和《公司章程》备案，并取得了由成都市市场 监督管理局换发的《营业执照》。 一、公司本次变更后的工商登记基本信息 名称：成都唐源电气股份有限公司 统一社会信用代码：91510107564461398L 类型：股份有限公司（上市、自然人投资或控股） 法定代表人：陈唐龙 注册资本：壹亿肆仟叁佰捌拾肆万玖仟零伍拾柒元整 2025年7月29日 成立日期：2010年11月05日 经营范围：电气自动化设备、高电压设 ...