资料显示，北京铜牛信息科技股份有限公司位于北京市东城区天坛东路31号铜牛信息大厦，成立日期 2005年9月21日，上市日期2020年9月24日，公司主营业务涉及公司是一家集互联网数据中心服务、云服 务、互联网接入服务、互联网数据中心及云平台信息系统集成服务、应用软件开发服务为一体的互联网 综合服务提供商。主营业务收入构成为：IDC及增值服务66.76%，其他互联网综合服务21.48%，IDC及 云平台信息系统集成10.00%，其他(补充)1.76%。 2月26日，铜牛信息涨5.36%，截至发稿，报58.16元/股，成交3.70亿元，换手率4.76%，总市值81.89亿 元。 从铜牛信息十大流通股东角度 华宝创业板人工智能ETF（159363）成立日期2024年12月6日，最新规模38.08亿。今年以来收益 14.35%，同类排名505/5572；近一年收益101.05%，同类排名101/4311；成立以来收益126.1%。 华宝创业板人工智能ETF（159363）基金经理为陈建华、曹旭辰。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不 ...

Stock Performance - The stock of Tongniu Information (300895) has shown strong performance, with a cumulative increase of 21.33% over the last 20 trading days [1] - The rise is attributed to increased market attention on sectors related to computing power leasing and data centers, driven by the explosive adoption of AI Agents, which has boosted demand for CDN and data transmission [1] Recent Events - The controlling shareholder of the company is set to change from Beijing Fashion Holdings to Beijing Data Group, aiming to focus on the digital economy [2] - This state-owned restructuring is expected to bring resource synergies, potentially supporting the stock price [2] - The company is advancing the "Fangheng Technology Supercomputing and Financial Cloud Computing Base" project, which is nearing completion and is expected to enhance computing power capacity [2] Financial and Technical Analysis - From a technical analysis perspective, the stock has recently broken through the 20-day moving average resistance, with the MACD indicator showing a positive divergence, indicating strong short-term momentum [3] - On February 13, the stock experienced a trading range of 16.41% and a turnover rate of 5.53%, reflecting high trading activity [3] Current Operating Status - According to the company's earnings forecast, the net profit attributable to the parent company is expected to be a loss of between 65 million to 85 million yuan in 2025, which represents a significant narrowing of losses compared to a loss of 127 million yuan in the same period of 2024 [4] - Although the company has not yet turned profitable, the marginal improvement in profitability may positively influence market sentiment [4]

Market Overview - On February 6, A-shares experienced a volume contraction and consolidation, with the ChiNext AI sector turning negative in the afternoon, leading to declines in both computing power and AI applications [1][7] - Major components in the AI application sector saw significant losses, with Kunlun Wanwei dropping over 7%, Xinyi Sheng down 5%, and Zhongji Xuchuang falling 4% [1][7] - The ChiNext AI ETF (159363) closed down 1.95%, marking its first decline after ten consecutive weeks of gains, with a daily trading volume of 566 million yuan [1][7] Computing Power Sector - The IDC computing power leasing sector showed relative activity, with companies like Tongniu Information and Aofei Data rising over 5% during the trading session [1][7] - The Qianwen APP from Alibaba faced service interruptions during the Spring Festival promotion, highlighting a computing power bottleneck and revealing opportunities for domestic computing power [9] - National internet giants are engaged in a "red envelope war" to capture traffic for large models, indicating that computing resources are becoming a critical constraint in AI applications [9] AI Applications - The commercial model for AI applications is evolving towards large-scale implementation, with expectations for accelerated commercialization of AI agents by 2026 as the ecosystem matures [10] - The supply of AI agents is currently concentrated among leading model manufacturers, with high usage costs, suggesting that high-value scenarios on both consumer and business sides will be the first to achieve large-scale deployment [10] - The ChiNext AI ETF (159363) is positioned to benefit directly from the commercialization of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications [10]

每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） 每经AI快讯，铜牛信息1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损6500 万元~8500万元。上年同期归属于上市公司股东的净利润约-1.27亿元。业绩变动主要原因是，报告期 内，公司整体经营态势平稳，主营业务收入规模较上年同期相比保持稳定，净利润较上年同期实现减 亏。期间，公司通过落实降本增效，强化费用管控，期间费用率较上年同期下降，各类资产减值计提预 计较上年同期减少，公司盈利水平有所改善。但由于固定资产折旧等成本仍然较高，叠加近年来市场环 境及客户需求变化导致公司相应资源的复用空间被压缩，使得现有业务规模未能有效分摊固定成本，公 司暂未实现扭亏。 ...

北京铜牛信息科技股份有限公司（以下简称"公司"）于 2025 年 12 月 15 日召开第五届董事会第十九次会议，2025 年 12 月 31 日 召开 2025 年第二次临时股东会，审议通过了《关于变更公司 2025 年 度审计机构的议案》，同意变更尤尼泰振青会计师事务所（特殊普通 合伙）（以下简称"尤尼泰振青"）为公司 2025 年度审计机构。具 体内容详见公司在巨潮资讯网(www.cninfo.com.cn)上披露的《关于 拟变更 2025 年度会计师事务所的公告》（公告编号：2025-097）、 《2025 年第二次临时股东会决议公告》（公告编号：2025-099）。 证券代码：300895 证券简称：铜牛信息 公告编号：2026-002 北京铜牛信息科技股份有限公司 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、误导性陈述或者重大遗漏。 近日，公司收到尤尼泰振青送达的《关于变更北京铜牛信息科技 股份有限公司 2025 年度审计项目项目合伙人、签字会计师的函》， 现将相关情况公告如下： 一、签字注册会计师的变更情况 尤尼泰振青作为公司 2025 年度审计机构，原委派刘强强（ ...

证券代码：300895 证券简称：铜牛信息 公告编号：2026-001 北京铜牛信息科技股份有限公司 2025 年度业绩预告 三、业绩变动原因说明 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、误导性陈述或者重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 预计的业绩：预计净利润为负值 | 项 | 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | -8,500 | 万元至-6,500 | 万元 | -12,670.59 | 万元 | | 扣除非经常性损 益后的净利润 | | -9,000 | 万元至-7,000 | 万元 | -12,652.86 | 万元 | 二、与会计师事务所沟通情况 本次业绩预告相关数据为公司财务部门初步测算的结果，未经会 计师事务所审计。公司就业绩预告有关事项已与会计师事务所进行了 预沟通，公司与会计师事务所关于本次业绩预告事项不存在分歧。 报 ...

Group 1 - The core business of Tongniu Information includes internet data center services, cloud services, internet access services, and application software development, with revenue composition being 66.76% from IDC and value-added services, 21.48% from other internet services, and 10.00% from IDC and cloud platform system integration [2] - As of October 31, the number of shareholders of Tongniu Information increased by 7.41% to 28,500, while the average circulating shares per person decreased by 6.90% to 4,851 shares [2] - For the period from January to September 2025, Tongniu Information reported a revenue of 156 million yuan, a year-on-year decrease of 8.30%, and a net profit attributable to shareholders of -58.48 million yuan, an increase of 8.86% year-on-year [2] Group 2 - As of January 28, Tongniu Information's stock price fell by 3.50%, with a trading volume of 505 million yuan, and a net financing purchase of 17.24 million yuan [1] - The financing balance of Tongniu Information reached 257 million yuan, accounting for 3.34% of its market capitalization, which is above the 60th percentile level over the past year [1] - The short selling data indicates that there were no shares sold or repaid on January 28, with a short selling balance of 6,600 shares, which is above the 90th percentile level over the past year [1][3] Group 3 - Since its A-share listing, Tongniu Information has distributed a total of 13.58 million yuan in dividends, with no dividends paid in the last three years [3] - Among the top ten circulating shareholders as of September 30, 2025, new shareholders include Guoshou Anbao Strategy Selected Mixed Fund (LOF) A, holding 370,100 shares, and Huabao Growth Enterprise Board Artificial Intelligence ETF, holding 237,700 shares [3]

Core Viewpoint - The company is leveraging the marketization of data elements to provide diversified data asset registration consulting services, assisting various regional governments in the development and utilization of public data resources [1] Group 1: Company Services - The company has provided data asset consulting services to clients such as Tianjin Binhai Smart Group, Henan Jiyun Smart Technology, Beijing New Energy Automobile Co., and Chongqing Tongnan District Industrial Investment Development Group [1] - The company has assisted some clients in completing data asset registration and financing [1] Group 2: Future Plans - The company plans to continue exploring relevant application scenarios to promote the release of public data value and the prosperous development of the data industry chain [1]

Core Viewpoint - The company is advancing its "Fangheng Technology Supercomputing and Financial Cloud Computing Base Project," with the main construction completed and ongoing work to enhance data center operations and computational service capabilities [2] Group 1 - The main construction of the "Fangheng Technology Supercomputing and Financial Cloud Computing Base Project" has been completed [2] - The company is currently working on the external power supply introduction and other construction tasks according to the project plan [2] - This project is expected to improve the company's data center operational scale and overall computational service capabilities [2]

Core Viewpoint - The company emphasizes the importance of the digital economy as a new lever for economic growth, driven by data, innovation, and intelligence, positioning itself to seize future development opportunities [1] Industry Summary - The digital economy is experiencing significant growth in China, characterized by high-level integration driven by data [1] - Innovation is a key driver for digital transformation within the industry [1] - Intelligent solutions are leading to high-quality development, making the digital economy a critical choice for future growth [1] Company Summary - The company plans to expand its business scale and capacity in alignment with the national push for digital economy development [1] - Support from Beijing Data Group is expected to bolster the company's efforts in contributing to industry development [1]