Financial Performance - The company reported a revenue of 500 million yuan for the first half of 2025, representing a 15% increase compared to the same period last year[1]. - The company has projected a revenue growth of 10% for the second half of 2025, aiming for a total annual revenue of 1.1 billion yuan[1]. - The company's operating revenue for the reporting period was ¥104,702,574.22, a decrease of 10.80% compared to ¥117,376,539.89 in the same period last year[18]. - The net loss attributable to shareholders was ¥35,816,548.27, an improvement of 10.64% from a loss of ¥40,079,740.06 in the previous year[18]. - The net cash flow from operating activities was -¥17,169,923.67, a significant decline of 815.41% compared to ¥2,400,019.84 in the same period last year[18]. - The company reported a basic and diluted earnings per share of -¥0.2544, an improvement of 10.64% from -¥0.2847 in the previous year[18]. - The total comprehensive income for the period was -34,345,521.79, compared to -35,709,986.58 in the previous period, indicating a slight improvement[187]. - The total liabilities and equity amounted to CNY 870.81 million in 2025, down from CNY 897.73 million in 2024, a decrease of 3.0%[182]. User Growth and Market Expansion - User data showed a growth of 20% in active users, reaching 1.2 million by the end of June 2025[1]. - The company plans to expand its market presence in Southeast Asia, targeting a 5% market share by 2026[1]. - The company aims to become a leading provider of cloud services and integrated internet services in China, focusing on diverse information system service needs[25]. - The company plans to expand its IDC business in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area[110]. Research and Development - Research and development expenses increased by 25% to 50 million yuan, focusing on AI and data analytics technologies[1]. - The company's research and development investment decreased by 26.30% to ¥9,352,661.15 from ¥12,689,346.71 year-on-year[87]. - Research and development expenditures have been prioritized to support new product innovations and technological advancements[194]. - The company will strengthen its technology research and development, particularly in cloud data center reliability and industrial internet technologies, to maintain a competitive edge[116]. Strategic Initiatives - New product launches in the cloud computing sector are expected to contribute an additional 100 million yuan in revenue by the end of 2025[1]. - A strategic acquisition of a local tech firm is anticipated to enhance the company's technological capabilities and is expected to close by Q4 2025[1]. - The company is exploring potential mergers and acquisitions to strengthen its market position and drive growth[194]. - The company is focusing on the evolution of its computing power cloud platform to enhance overall computing capabilities in response to digital transformation and new technology demands[115]. Sustainability and Corporate Responsibility - The company is committed to sustainability initiatives, with plans to reduce carbon emissions by 30% by 2027[1]. - The company emphasizes environmental responsibility by adopting green energy and promoting energy-saving initiatives in its operations[127]. - The company has established a transparent supplier management system to ensure fair practices and protect the rights of customers and suppliers[127]. Financial Health and Cash Management - The management emphasized the importance of maintaining a strong cash position, with cash reserves amounting to 300 million yuan as of June 30, 2025[1]. - Cash and cash equivalents decreased to ¥109,969,622, representing 11.60% of total assets, down from 13.72% last year, a decrease of 2.12%[97]. - The company reported a significant increase in rental costs by 213.54%, primarily due to higher rent expenses[91]. - The company has allocated 53 million for general risk reserves, maintaining a consistent approach to risk management[195]. Market Trends and Industry Insights - The overall IDC market size in China for 2023 was 507.83 billion yuan, representing a growth of 25.6% from 2022[46][47]. - The global cloud computing market size reached $586.4 billion in 2023, with a growth rate of 19.4%, and is projected to grow at a compound annual growth rate of 18.6% to exceed $1 trillion by 2027[49]. - The rapid development of AI and big data is driving the demand for computing power infrastructure, which is essential for the digital economy's growth and integration with traditional industries[43][44]. - The data center industry is recognized as a strategic infrastructure for the digital economy, with ongoing efforts to enhance efficiency and sustainability in line with national policies[48]. Shareholder Information - The largest shareholder, Beijing Fashion Holdings, holds 25.19% of the shares, totaling 35,465,681 shares[162]. - The second largest shareholder, Beijing Tongniu Group, owns 24.80% of the shares, amounting to 34,917,623 shares[162]. - The total number of shareholders at the end of the reporting period is 31,238[162]. - The total number of restricted shares held by executives is 2,628,403, with 876,135 shares released from restriction during the reporting period[159].

Group 1 - The stock price of Tongniu Information (300895) closed at 53.47 yuan, an increase of 6.83% as of August 20, 2025, with a turnover rate of 15.5% and a trading volume of 214,200 lots, amounting to 1.109 billion yuan [1] - The latest financial report for Tongniu Information shows total operating revenue of 50.8573 million yuan for Q1 2025, a year-on-year increase of 0.40%, while net profit attributable to shareholders decreased by 40.73% to 21.3842 million yuan [1] - The company has a current ratio of 2.444, a quick ratio of 2.067, and a debt-to-asset ratio of 14.21% [1] Group 2 - Tongniu Information has made investments in 7 companies and participated in 120 bidding projects, with 2 trademark registrations and 12 patents [2] - The company holds 14 administrative licenses [2]

通过天眼查大数据分析，北京铜牛信息科技股份有限公司共对外投资了7家企业，参与招投标项目120 次，知识产权方面有商标信息2条，专利信息12条，此外企业还拥有行政许可14个。 来源：金融界 金融界消息 截至2025年8月11日收盘，铜牛信息（300895）报收于47.18元，上涨3.56%，换手率 6.08%，成交量8.41万手，成交金额3.94亿元。 天眼查商业履历信息显示，北京铜牛信息科技股份有限公司，成立于2005年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本14080.0657万人民币，实缴资本14080.0657万人民 币。公司法定代表人为顾伟达。 资金流向方面，今日主力资金净流出2933.83万元，占比成交额7.45%。其中，超大单净流入415.11万 元、占成交额1.05%，大单净流出3348.94万元、占成交额8.5%，中单净流出流出1921.63万元、占成交 额4.88%，小单净流入4855.46万元、占成交额12.33%。 铜牛信息最新一期业绩显示，截至2025一季报，公司营业总收入5085.73万元、同比增长0.40%，归属净 利润2138.42万元，同比减少4 ...

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

铜牛信息最新一期业绩显示，截至2025一季报，公司营业总收入5085.73万元、同比增长0.40%，归属净 利润2138.42万元，同比减少40.73%，扣非净利润2156.13万元，同比减少41.94%，流动比率2.444、速动 比率2.067、资产负债率14.21%。 金融界消息 截至2025年7月30日收盘，铜牛信息（300895）报收于45.74元，下跌2.31%，换手率 5.19%，成交量7.17万手，成交金额3.29亿元。 资金流向方面，今日主力资金净流出3725.67万元，占比成交额11.31%。其中，超大单净流出2079.75万 元、占成交额6.31%，大单净流出1645.93万元、占成交额5.0%，中单净流出流入1087.19万元、占成交 额3.3%，小单净流入2638.49万元、占成交额8.01%。 天眼查商业履历信息显示，北京铜牛信息科技股份有限公司，成立于2005年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本14080.0657万人民币，实缴资本14080.0657万人民 币。公司法定代表人为顾伟达。 通过天眼查大数据分析，北京铜牛信息科技股份有限公司共对外 ...

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

证券代码：300895 证券简称：铜牛信息 公告编号：2025-046 北京铜牛信息科技股份有限公司 关于部分高级管理人员减持股份预披露公告 公司副总经理、董事会秘书刘毅先生保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 特别提示： 持有公司股份 490,322 股（占公司总股本比例 0.3482%）的副总 经理、董事会秘书刘毅先生计划在 2025 年 8 月 11 日至 2025 年 11 月 10 日以集中竞价交易或大宗交易方式减持公司股份不超过 21,406 股 （占公司总股本比例 0.0152%）。 一、减持股东的基本情况 截至本公告日，刘毅先生持有公司股份情况如下： | | | 数量（股） | 比例 | | --- | --- | --- | --- | | 股东名称 刘毅 | 公司任职 副总经理、董事会秘书 | 持有公司股份 490,322 | 占公司总股本 0.3482% | 二、本次减持计划的主要内容 （一）减持原因：自身资金需求 （二）股份来源：首次公开发行股票前持有的已解锁的公司股份 ...

证券代码：300895 证券简称：铜牛信息 公告编号：2025-045 北京铜牛信息科技股份有限公司 关于累计诉讼、仲裁案件进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、累计诉讼、仲裁事项基本情况 二、对公司本期利润或期后利润的可能影响 鉴于部分案件尚未执行完毕，其对公司本期利润或期后利润的影 响存在不确定性，公司将依据会计准则的要求和实际情况进行会计处 理。公司将持续关注上述案件的后续进展情况，并及时履行信息披露 义务，敬请投资者理性投资，注意风险。 特此公告。 北京铜牛信息科技股份有限公司 董 事 会 2025 年 7 月 11 日 北京铜牛信息科技股份有限公司（以下简称"公司"）于 2024 年 4 月 27 日披露了《关于累计诉讼、仲裁案件情况的公告》（公告 编号：2024-035），于 2025 年 4 月 23 日披露了《关于累计诉讼、仲 裁案件进展情况的公告》（公告编号：2025-024）。截至本公告披露 日，前述累计诉讼、仲裁案件中尚未了结案件的进展情况如下： | 序 | 案号 | 原告/申 | 被告/被 | 案由 | ...

Group 1 - The AI sector is experiencing a pullback, with the ChiNext AI Index down by 1.54% as of 11:08, and several component stocks like Kunlun Wanwei and Tongniu Information dropping over 4% [1] - Mary Meeker's "AI Trends Report 2025" highlights a significant increase in training costs for AI models, which have surged approximately 2400 times over the past eight years, with predictions that costs could reach $1 billion by 2025 and potentially exceed $10 billion in the future [1] Group 2 - The technology sector's congestion has significantly decreased, and AI computing power is expected to recover as it is in a phase of accelerated expansion [2] - The ChiNext AI ETF (159381) tracks the ChiNext AI Index and selects AI-focused companies listed on the ChiNext, with a daily price fluctuation limit of ±20% and a low total fee rate of 0.20% [2] - The top ten component stocks of the ChiNext AI ETF include leading companies in optical modules, chip design, and cloud computing, with over 26.6% weight in optical module CPO concept stocks [2]

证券代码：300895 证券简称：铜牛信息 公告编号：2025-044 北京铜牛信息科技股份有限公司 关于部分高级管理人员减持股份计划时间届满 暨实施完毕的公告 公司董事、总经理高鸿波先生，副总经理李超成先生和副总经 理、董事会秘书刘毅先生向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 股东减持的上述股份来源：公司首次公开发行股票前持有的公司 股份及首次公开发行股票后公司资本公积金转增股本方式取得的股 份。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 北京铜牛信息科技股份有限公司（以下简称"公司"）于 2025 年 2 月 17 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于部分 董事、高级管理人员减持股份预披露公告》（公告编号：2025-003）， 持有公司股份 1,809,673 股（占公司总股本比例 1.2853%）的董事、 总经理高鸿波先生计划在 2025 年 3 月 11 日至 2025 年 6 月 10 日以集 中竞价交易或大宗交易方式减持公司股份 452,418 股（占公司总股本 比例0.3213%）；持有公司股份555 ...