招标股份（301136）(301136.SZ)公告，公司股东漳州市龙海区国有资产投资经营有限公司(简称"龙海投 资")计划在本公告披露之日起15个交易日后的3个月内以集中竞价、大宗交易等方式减持其所持有的公 司股份不超过825.61万股(占公司总股本比例3%)。 ...

智通财经APP讯，招标股份(301136.SZ)公告，公司股东漳州市龙海区国有资产投资经营有限公司(简 称"龙海投资")计划在本公告披露之日起15个交易日后的3个月内以集中竞价、大宗交易等方式减持其所 持有的公司股份不超过825.61万股(占公司总股本比例3%)。 ...

证券代码：301136 证券简称：招标股份 公告编号：2026-010 持有公司股份 10,320,181 股（占公司总股本比例 3.75%）的股东漳州市龙海 区国有资产投资经营有限公司（以下简称"龙海投资"）计划在本公告披露之日 起 15 个交易日后的 3 个月内以集中竞价、大宗交易等方式减持其所持有的公司股 份不超过 8,256,144 股（占公司总股本比例 3%）。其中，通过集中竞价交易方式 减持，在任意连续九十个自然日内，减持股份总数不超过公司股份总数的 1%；通 过大宗交易方式减持，在任意连续九十个自然日内，减持股份总数不超过公司股 份总数的 2%。 公司于近日收到公司股东龙海投资出具的《股份减持计划告知函》，现将具 体事项公告如下： （一）股东名称：龙海投资。 （二）股东持股情况：截至本公告披露之日，龙海投资直接持有公司股份 10, 320,181 股，占公司总股本的比例为 3.75%。 （一）减持计划 1、减持原因：股东自身资金需求。 3、减持方式：集中竞价交易、大宗交易等法律法规允许的方式。 4、减持数量和比例：龙海投资本次拟减持股份不超过 8,256,144 股，占公司 总股本比例 3%。其 ...

Company Overview - The recent stock price of Zhaobiao Co., Ltd. (301136.SZ) has experienced a pullback against a backdrop of favorable policies, primarily due to performance losses, market sentiment, and technical factors [1] - As of February 13, 2026, the stock price closed at 18.32 yuan, with a 7-day decline of 8.26% and a volatility of 16.37% [2] - The company’s earnings forecast released on January 30 indicates an expected net profit loss of 6.3 million to 12.6 million yuan for 2025, attributed to a decrease in business volume and extended accounts receivable collection periods, leading to provisions for bad debts and goodwill impairment [3] Industry Policy - On February 11, the National Development and Reform Commission and eight other departments issued guidelines to accelerate the application of artificial intelligence in the bidding and tendering sector, which activated the bidding concept sector on that day [4] - Despite the positive policy direction, there are concerns regarding the effectiveness of policy implementation and the company's profitability, leading some investors to reduce their holdings at higher prices [4] Market Dynamics - Internal data shows that after reaching a high of 20.60 yuan on February 11, the stock approached the upper Bollinger Band, indicating short-term overbought pressure [5] - The KDJ indicator's J line fell from 41.97 to 34.81, and the MACD histogram narrowed, suggesting a weakening buying momentum [5] - During the same period, the A-share artificial intelligence sector saw a 7-day increase of 3.34%, but with increased volatility, leading to profit-taking in some AI concept stocks, which affected market sentiment [6] Future Outlook - Despite the short-term pullback, the AI policy for bidding and tendering clearly requires full coverage in key scenarios across certain provinces by the end of 2026, which may create a demand for technological upgrades in the company's bidding services [7] - Additionally, the "AI+" initiative focusing on investment and data optimization by state-owned enterprises may indirectly benefit the bidding industry chain [7]

Group 1 - The National Development and Reform Commission and eight other departments issued an implementation opinion to promote the application of artificial intelligence (AI) in the entire bidding process, aiming for full coverage in key areas by the end of 2026 and nationwide promotion by the end of 2027 [1] - Several A-share listed companies have disclosed their AI business layouts and project progress in the bidding field, indicating a resonance between policy and market [1] - Fujian Province Bidding Co., Ltd. is advancing AI applications through its fundraising projects, including the construction of a smart bidding supervision platform that utilizes AI and big data [1] Group 2 - Fujian Bosi Software Co., Ltd.'s subsidiary, Bosi Data Technology, won awards for its AI-assisted expert evaluation projects in government procurement, showcasing its technical accumulation and application capabilities in the field [2] - AI has become a crucial support for enhancing the efficiency of bidding supervision, with significant findings such as the correction of 19,000 discriminatory clauses and the identification of over 3,000 hidden collusion clues in 21,000 projects [2] - The evaluation process is shifting from human evaluation to AI-driven evaluation, improving efficiency and reducing human interference [2] Group 3 - The policy is pushing AI from electronic support to a necessity in the entire bidding process, leading to increased demand for system upgrades and algorithm services [3] - Companies with government scenario experience and compliance qualifications are expected to take priority in local upgrade orders, with business models evolving towards high-margin SaaS subscription and operational services [3] - 2026 is identified as a critical year for AI pilot implementation in bidding, with regions having better digital foundations likely to advance first, followed by nationwide replication in 2027 [3]

Group 1 - The bidding concept is showing active performance, with bidding shares rising over 12% [1] - Guoyi Bidding increased by more than 9% [1] - Other companies such as Guangzi International and New Point Software also experienced gains [1]

Group 1 - The company has focused on engineering consulting for several decades, providing comprehensive services in engineering supervision, testing and inspection, bidding services, surveying and geographic information services, and design and exploration [2] - The company emphasizes that all information should be based on official disclosures [2]

Core Viewpoint - The company is actively integrating artificial intelligence (AI) and big data technologies into its business operations through various fundraising projects aimed at enhancing efficiency and compliance in procurement and infrastructure management [1] Group 1: AI Applications in Business - The company is advancing AI applications through several key projects, including the "Enterprise Information Platform Construction Project," which aims to improve data collection and analysis capabilities [1] - The "Fuyicai Sunshine Bidding Procurement Trading Platform Construction Project" will utilize AI and big data to create a smart procurement supervision platform, ensuring compliance and legality in bidding processes [1] - The "Intelligent Transportation Infrastructure System Enhancement Project" will employ AI and geographic information systems to digitize the management of transportation infrastructure, facilitating online information sharing [1] Group 2: Project Status and Impact - The projects mentioned are currently under construction and are expected to enhance the company's operational capabilities [1] - The company has indicated that these initiatives will not have a significant impact on its operating performance at this time [1]

Core Viewpoint - The low-altitude economy sector experienced a decline of 0.73% compared to the previous trading day, with leading stocks such as Zhaobiao shares contributing to the downturn [1] Market Performance - On February 6, the Shanghai Composite Index closed at 4065.58, down 0.25% - The Shenzhen Component Index closed at 13906.73, down 0.33% [1] Capital Flow - The low-altitude economy sector saw a net outflow of 3.421 billion yuan from major funds, while retail investors contributed a net inflow of 2.939 billion yuan - Speculative funds recorded a net inflow of 0.482 billion yuan [1]

Group 1 - The A-share market in Fujian saw a collective surge, with notable increases in stocks such as Haixia Innovation rising over 15%, Pingtan Development and Kuncai Technology hitting the 10% limit up, and Lupu Information increasing by over 9% [1] - The mainland is set to resume tourism for Shanghai residents to Kinmen and Matsu, aiming to normalize cross-strait exchanges and enhance the welfare of both sides [1] - The tourism industry is encouraged to strengthen communication and provide quality services and products for mainland residents traveling to Kinmen and Matsu [1] Group 2 - Haixia Innovation's stock rose by 15.12%, with a total market value of 9.289 billion [2] - Pingtan Development increased by 10.05%, with a market capitalization of 22.9 billion, but has a year-to-date decline of 23.18% [2] - Kuncai Technology's stock rose by 10.01%, with a market value of 12.8 billion and a year-to-date increase of 14.47% [2]