证券日报网讯 1月13日，首都在线在互动平台回答投资者提问时表示，为改善盈利水平、提升毛利率， 公司已制定并稳步推进核心扭亏举措。一方面，自2023年起主动调整经营策略，在战略层面坚定向智算 业务转型，缩减低毛利产品销售占比，近两年智算业务规模稳步增长，投资回报确定性持续增强，且公 司自建数据中心逐步进入收益兑现期，这也将为利润增长注入持续动力；另一方面，持续深化客户经 营、节点管理及资产资源的精细化运营，推动资产使用率逐年攀升，经营效益稳步改善，同时强化全流 程成本费用管控，严格预算管理、严控各项非必要支出，以精益化管理提升运营效率，目前公司整体经 营业绩已呈现逐年缩亏的良好态势。 （文章来源：证券日报） ...

证券日报网讯 1月13日，首都在线在互动平台回答投资者提问时表示，脑机接口作为前沿科技领域，其 技术研发与商业化落地高度依赖底层云计算资源的强力支撑。公司深耕云计算领域多年，凭借高性能、 弹性可扩展的算力资源，可高效支撑脑机接口实验产生的海量多模态信号的实时解码分析，为合作方的 模型训练与算法优化提供强劲算力支持；同时，依托安全可靠的云存储与数据管理能力，保障实验数据 全生命周期的安全传输与高效管理。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月12日，莱伯泰科在互动平台回答投资者提问时表示，股权转让事项请关注公司相关公 告。 ...

据"券商中国"报道，分析人士认为，MiniMax在港股上市一度暴涨超90%，可能是引爆人工智能应用的 主要原因，该公司是全球领先的、国内少数在多模态及C端应用上同时跑通的大模型公司。机构表示， 日益丰富的AI Infra工具、逐步成熟的数据治理，以及应用厂商不断试错迭代，2026年将看到AI渗透到 产业多个环节，并形成收入。 周五（1月9日），AI应用大爆发，创业板人工智能再创新高，成份股大面积上涨！其中，易点天下 20CM涨停创新高，昆仑万维20CM封板，润泽科技、蓝色光标、奥飞数据均大涨超10%，万兴科技、深 信服、航宇微、中文在线、首都在线、汉得信息等多股跟涨超8%。 | 序号 | HCRa | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 301171 | 易点天下 | 52.69 | 20.00% | 61.374Z | | 2 | 300418 | 昆仑万维 | 54.02 | 19.99% | 102.89亿 | | 3 | 300442 | 润泽科技 | 69.20 | 15.70% | 76.60亿 | ...

Core Viewpoint - The AI application sector is experiencing a significant surge, with the ChiNext AI index reaching new highs and many constituent stocks seeing substantial gains [1][7]. Group 1: Stock Performance - Yidian Tianxia saw a 20% increase, reaching a price of 52.69, with a trading volume of 61.374 billion [2][8]. - Kunlun Wanwei also increased by nearly 20%, closing at 54.02 with a trading volume of 102.89 billion [2][8]. - Other notable performers include Runze Technology (+15.7%), BlueFocus (+14.08%), and Aofei Data (+10.33%), all with trading volumes exceeding 35 billion [2][8]. Group 2: ETF Performance - The ChiNext AI ETF (159363) rose by 2.75%, achieving a new high with a trading volume of 700 million [2][8]. - Over the past week, the ETF has recorded a seven-day consecutive increase, with the underlying index gaining 29.32% during the period from November 28, 2025, to January 9, 2026 [2][8]. Group 3: Market Trends and Predictions - Analysts suggest that the recent surge in AI applications is driven by advancements in AI infrastructure tools and data governance, predicting that AI will penetrate various industry sectors by 2026 [4][10]. - The report from招商证券 indicates that the commercialization of AI applications is accelerating, with expectations for improved revenue realization in 2026 [5][11]. - The report also highlights that 2026 may mark the year of significant growth for 1.6T optical modules, with silicon photonics technology expected to become mainstream [5][11].

Group 1 - Capital Online's stock increased by 5.25%, reaching 23.85 CNY per share, with a trading volume of 395 million CNY and a turnover rate of 4.30%, resulting in a total market capitalization of 11.994 billion CNY [1] - The company, founded on July 13, 2005, and listed on July 1, 2020, specializes in high-performance IDC services and cloud services, with revenue composition as follows: cloud hosting and related services 49.89%, IDC services 45.83%, and other income 4.28% [1] Group 2 - Jin Xin Fund has one fund heavily invested in Capital Online, specifically the Jin Xin Quantitative Selected Mixed A (002862), which reduced its holdings by 30,300 shares in the third quarter, now holding 81,500 shares, accounting for 5.43% of the fund's net value, ranking as the eighth largest holding [2] - The Jin Xin Quantitative Selected Mixed A fund was established on July 1, 2016, with a latest scale of 21.8379 million CNY, achieving a year-to-date return of 7.06% and a one-year return of 63.37% [2] Group 3 - The fund manager of Jin Xin Quantitative Selected Mixed A is Tan Jiajun, who has been in the position for 1 year and 83 days, managing total assets of 609 million CNY, with the best fund return during his tenure being 42.63% and the worst being 12.12% [3]

Group 1 - The core viewpoint of the news is that Capital Online has experienced a decline in stock price and financial performance, with significant changes in shareholder structure and trading activity [1][2][3] Group 2 - As of January 7, Capital Online's stock price decreased by 2.01% to 22.44 CNY per share, with a total market capitalization of 11.285 billion CNY [1] - The company reported a revenue of 926 million CNY for the first nine months of 2025, a year-on-year decrease of 12.05%, while the net profit attributable to shareholders was -99.413 million CNY, an increase of 32.11% year-on-year [2] - The main business revenue composition includes cloud hosting and related services (49.89%), IDC services (45.83%), and other income (4.28%) [1] - The number of shareholders decreased by 25.68% to 65,700, while the average circulating shares per person increased by 34.76% to 5,961 shares [2] - Since its A-share listing, Capital Online has distributed a total of 20.566 million CNY in dividends, with no dividends paid in the last three years [3] - The top circulating shareholder is Hong Kong Central Clearing Limited, holding 8.2544 million shares, an increase of 4.7151 million shares from the previous period [3]

中信证券股份有限公司 关于北京首都在线科技股份有限公司 （一）保荐人：中信证券股份有限公司 2025年度持续督导培训情况报告 （二）保荐代表人：马孝峰、熊冬 深圳证券交易所： 中信证券股份有限公司（以下简称"保荐人"）根据《深圳证券交易所上市 公司自律监管指引第 13 号——保荐业务》对北京首都在线科技股份有限公司（以 下简称"首都在线"、"公司"）进行了 2025 年度持续督导培训，报告如下： 一、本次持续督导培训的基本情况 （三）培训时间：2025 年 12 月 29 日 （四）培训地点：北京市朝阳区紫月路 18 号院 9 号楼首都在线会议室 （五）培训人员：熊冬 （六）培训对象：公司控股股东及实际控制人、董事、高级管理人员、中层 以上管理人员等相关人员 （七）培训内容：本次培训结合《深圳证券交易所创业板股票上市规则》《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》《上 市公司募集资金监管规则》等规则要求，重点向培训对象介绍了募集资金监管、 内部控制、规范运作、股份减持及严禁内幕交易等内容，并辅以案例说明的形式， 加深了公司控股股东及实际控制人、董事、高级管理人员、中层以上管理 ...

证券日报网讯 1月5日，首都在线在互动平台回答投资者提问时表示，面对智算时代的机遇与挑战，公 司在数据中心建设运营中，积极储备高电及液冷系统等符合智算需求的机柜资源，持续优化服务器散热 效能、降低能耗，为算力密集型任务提供绿色运行环境。同时，作为液冷AI开放联盟成员，公司依托 与芯片厂商、AI行业客户的合作生态，协同探索适配AI场景的高效液冷解决方案，推动液冷技术在AI 算力领域的广泛落地。 （编辑 袁冠琳） ...

Core Insights - The company, as a neutral cloud service provider, is one of the core computing power suppliers for Zhipu AI, establishing a comprehensive strategic partnership starting September 6, 2024 [1] Group 1 - The company has built high-performance GPU intelligent computing clusters in multiple regions including Qingyang, Suqian, and Tianjin [1] - These clusters provide stable training and inference computing power support for the Zhipu GLM series models [1]