Group 1 - The company announced that Wang Jianjun submitted a written resignation report, resigning from his positions as director, board secretary, and deputy general manager due to personal reasons [2] - Following his resignation, Wang Jianjun will no longer hold any position within the company, and the resignation report will take effect upon delivery to the board of directors [2]

Group 1 - The board of directors of Zhengzhou Jiaan High-tech Co., Ltd. received a resignation letter from Wang Jianjun, who is a director, board secretary, and deputy general manager, citing personal reasons for his resignation [1] - After his resignation, Wang Jianjun will no longer hold any position within the company [1] Group 2 - In February, China's AI usage surpassed that of the United States for the first time, with four major models ranking among the top five globally [1] - The demand for domestic computing power in China is experiencing exponential growth [1]

联系电话：0371-86589303 传 真：0371-60937778 证券代码：300845 证券简称：捷安高科 公告编号：2026-004 郑州捷安高科股份有限公司 关于公司董事、董事会秘书、副总经理辞职的公告 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。 郑州捷安高科股份有限公司（以下简称"公司"）董事会于近日收到公司董事、 董事会秘书、副总经理王建军先生提交的书面辞职报告，王建军先生因个人原因 申请辞去公司董事、董事会秘书以及副总经理职务，辞职后将不再担任公司任何 职务。根据《中华人民共和国公司法》《公司章程》的相关规定，辞职报告自送 达公司董事会之日起生效，其原定任期至第五届董事会届满时止。 截至本公告披露日，王建军先生持有公司股份 208,878 股，不存在应履行而 未履行的承诺事项，其辞职不会影响董事会的正常运作及公司日常经营管理。 王建军先生担任公司董事、董事会秘书、副总经理期间恪尽职守、勤勉尽责， 公司及董事会对王建军先生为公司发展做出的贡献表示衷心感谢。 为保证公司及公司董事会的相关工作顺利开展，根据《深圳证券交易所创业 板股票上市规则 ...

证券代码：300845 证券简称：捷安高科 公告编号：2026-003 郑州捷安高科股份有限公司 1 币 5,000 万元，使用闲置自有资金进行现金管理尚未到期的金额为人民币 2,000 万元，子公司使用闲置自有资金进行现金管理尚未到期的金额为人民币 0 元,未 超过公司董事会对公司使用部分闲置募集资金及公司及子公司（含孙公司）使用 部分闲置自有资金进行现金管理的授权额度。具体情况如下： | 委托人 | 受托人 | 产品 | 金额（万 | 产品 | 产品起息日 | 产品到期日 | 投资收益 | 是否 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 名称 | 名称 | 元） | 类型 | | | （元） | 赎回 | 类型 | | 郑州捷安 高科股份 | 中信银行 股份有限 | 大额 | 5,000 | 保本 | 2023-7-13 | 2026-7-13 （于 | 3,062,500 | 是 | 募集 | | | | 存单 | | 型 | | 2025-7-28 | .00 | | 资金 | | 有限公司 ...

Core Insights - The Chinese computer simulation industry is characterized by a competitive landscape with a low market concentration, indicating a high level of competition among numerous small enterprises [10]. Group 1: Industry Overview - The leading companies in the Chinese computer simulation industry include Aerospace Intelligent Equipment and Suochen Technology, with revenues exceeding 300 million yuan [2]. - Companies like Huali Chuangtong and Huaru Technology have revenues between 200 million and 300 million yuan, while firms such as Yongxin Zhicheng have revenues below 200 million yuan [2]. Group 2: Regional Distribution - The majority of computer simulation companies in China are concentrated in the southeastern coastal regions, particularly in Guangdong and Jiangsu, with over 2,000 companies in Guangdong and nearly 1,500 in Jiangsu as of November 29, 2025 [3]. Group 3: Competitive Landscape - In 2022, Jingwei Hengrun reported the highest revenue among the top 10 listed companies in the computer simulation sector, followed by Kangtuo Infrared with a revenue of 1.35 billion yuan [9]. - The industry is marked by a large number of small-scale enterprises primarily engaged in agency and system integration, leading to a very low concentration ratio (CR8) of only 0.87% [10]. Group 4: Technological Competition - As of November 29, 2025, Jingwei Hengrun leads in patent numbers with 858 invention patents and 794 authorized inventions, followed by Huali Chuangtong with 77 invention patents and 92 authorized inventions [14]. Group 5: Competitive Dynamics - The competitive environment in the computer simulation industry is intense due to a high number of existing competitors and low market concentration. Supplier bargaining power is weak, while consumer bargaining power is also low due to low product differentiation [17]. - The threat of new entrants is present as many multinational companies are entering the Chinese market through wholly-owned or joint ventures, or by seeking local agents [17].

Core Viewpoint - The stock price of Jiean High-Tech (300845) experienced a notable increase of 2.49% on February 9, 2026, with a trading volume of 68.17 million yuan and a net inflow of 2.74 million yuan from main funds, driven by its involvement in sectors such as vocational education, digital twin technology, artificial intelligence, virtual reality, and military industry [1] Stock Performance - Over the past week (February 6 to 12, 2026), Jiean High-Tech's stock price rose from 12.07 yuan to 12.44 yuan, marking a cumulative increase of 3.32% with a volatility of 6.56%. The stock showed a strong performance on February 9 with a turnover rate of 3.85%, but remained flat on the latest trading day (February 12) with a net outflow of 6.05 million yuan and a turnover rate of 2.85%. During the same period, the computer equipment sector increased by 1.50%, and the Shanghai Composite Index rose by 1.41% [2] Financial Report Analysis - According to the Q3 2025 financial report, the company reported a revenue of 157 million yuan, reflecting a year-on-year growth of 1.97%. However, the net profit attributable to the parent company was 3.45 million yuan, showing a significant decline of 61.19% year-on-year. The gross profit margin stood at 46.96%, down by 3.52 percentage points compared to the previous year. The accounts receivable accounted for a high proportion of net profit at 326.64%, indicating a need to monitor collection risks [3] Institutional Perspectives - Institutional sentiment towards Jiean High-Tech is generally neutral, with profit forecasts indicating a projected net profit growth of 1.20% for 2025 and an anticipated increase of 18.69% for 2026. The fund holding ratio is relatively low at 0.05%, and the frequency of research is average, leading to an overall neutral rating [4]

Industry Overview - The computer simulation industry in China has a limited number of listed companies, but the industry chain is extensive, with key players in the midstream segment including Huazhi Chuantong, Holiwo, and Huaru Technology [1] - The industry is expected to grow, with significant revenue contributions from various companies, particularly in the fields of military simulation, training, and digital transformation [16] Key Companies and Their Performance - Listed companies in the computer simulation sector include Huazhi Chuantong (5.64 billion), Holiwo (2.15 billion), Huaru Technology (1.57 billion), and others, with varying revenue performances [5][14] - The largest revenue-generating company in the sector is Langxin Information, with 1206.69 billion, followed by TCL Technology at 1359.43 billion [4] Business Focus and Strategies - Huazhi Chuantong aims to solidify its foundation in simulation testing and radar signal processing, focusing on domestic alternatives in the aerospace industry [16] - Holiwo is working to achieve international standards in simulation functionality and precision, while also integrating AI technology into its software [16] - Huaru Technology is leveraging military models for intelligent decision-making and virtual training applications [16] Market Dynamics - The computer simulation industry is characterized by a high concentration of business activities, with many companies having over 90% of their business focused on simulation [12] - The geographical distribution of representative companies is concentrated in regions like Beijing, Jiangsu, and Shanghai, with Beijing having the most significant number of companies [6] Revenue and Financial Metrics - The revenue from computer simulation business for major companies is generally below 3 billion, with notable exceptions like Aerospace Zhizhuang and Jiean Gaoke, which have higher revenues [14] - The gross profit margins for companies in the sector vary, with Jiean Gaoke achieving a margin of 1.84% [14] Future Outlook - The industry is expected to continue evolving with advancements in technology and increased demand for simulation solutions across various sectors, including defense and telecommunications [16] - Companies are focusing on enhancing their product offerings and expanding their market reach through strategic partnerships and technological innovations [16]

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

Core Insights - The computer simulation industry in China is experiencing fluctuating investment activity, with a total of 108 financing events from 2016 to 2025, indicating a volatile upward trend in investment [2][27]. - The average single financing amount in the computer simulation industry has shown a fluctuating trend, with an average of 0.3 billion yuan from January to November 2025 [4]. - Investment rounds are primarily concentrated in the angel and A rounds, reflecting a "large at both ends, small in the middle" characteristic in financing rounds [7][23]. Investment Activity - In 2024, there were 12 disclosed financing events totaling 0.873 billion yuan, while by December 1, 2025, there were 30 financing events totaling approximately 0.889 billion yuan [2][3]. - The majority of financing events are concentrated in Beijing, with 40 events, followed by Shanghai with 33 events, and other regions like Jiangsu, Guangdong, and Zhejiang also showing high activity [8]. Sector Focus - The computer simulation industry is primarily focused on the industrial sector, with significant financing events occurring between 2021 and 2023 [11]. - The main investors in the computer simulation industry are predominantly investment firms, with notable examples including交银投资 and 深创投, while industrial investors include companies like 比亚迪 and 金蝶国际 [23]. Mergers and Acquisitions - The industry is still in its early development stage, leading to smaller company sizes and limited mergers, primarily focusing on horizontal integration among midstream companies to expand scale [25][27]. - Recent merger activities include horizontal integrations such as 索辰科 acquiring 力控科技 and 露辰科 acquiring 麦思捷 [26].

郑州捷安高科股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 证券代码：300845 证券简称：捷安高科 公告编号：2026-002 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。 郑州捷安高科股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开第 五届董事会第十五次会议和第五届监事会第十三次会议，审议通过了《关于使用 部分闲置募集资金及自有资金进行现金管理的议案》，同意公司在不影响募集资 金投资项目建设前提下，使用不超过 8,000 万元人民币的闲置募集资金进行现金 管理，同意公司及子公司（含孙公司）在正常运营前提下使用不超过 30,000 万 元人民币的闲置自有资金进行现金管理，使用期限自公司第五届董事会第十五次 会议审议通过之日起至下一年审议相同事项的董事会召开之日止，在前述额度和 期限范围内资金可以循环滚动使用。公司监事会发表了明确同意意见、保荐机构 民生证券股份有限公司发表了无异议意见，具体内容详见公司在巨潮资讯网披露 的《关于使用部分闲置募集资金及自有资金进行现金管理的公告》（公告编号： 2025-015）。 近日，公 ...