证券代码：301178 证券简称：天亿马 公告编号：2025-086 以上实际控制人所质押股份不存在负担重大资产重组等业绩补 偿义务。 二、股东股份累计被质押的情况 截至公告披露日，公司实际控制人及其一致行动人所持质押股份 情况如下： 广东天亿马信息产业股份有限公司 关于实际控制人部分股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 广东天亿马信息产业股份有限公司（以下简称"公司"）收到公 司实际控制人马学沛先生通知，其将持有的公司部分股份办理了质押 登记手续，具体情况如下： 注：（1）以上限售股包含部分高管锁定股。 （2）本公告除特别说明外，数值保留 2 位小数，数据尾差为计算时四舍五入 所致。 股 东 名 称 是否为控股 股东或第一 大股东及其 一致行动人 本次质押 数量（股） 占其所 持股份 比例 (%) 占公 司总 股本 比例 (%) 是否 为限 售股 是否 为补 充质 押 质押起始日 质押到 期日 质权人 质押 用途 马 学 沛 是 1,850,000 45.63 2.77 是 否 2025-9-25 办 理 解 除 质 押 登 记 手 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Tianyi Ma, indicating a significant increase in both revenue and net profit for the first half of 2025 [2] - On September 25, Tianyi Ma's stock fell by 3.09%, with a trading volume of 294 million yuan, and a net financing purchase of 3.1851 million yuan, reflecting a high financing balance of 249 million yuan, which constitutes 5.93% of the circulating market value [1] - The company has a diverse revenue structure, with the largest contributions coming from information equipment sales (33.17%), software development and technical services (27.51%), and computing power services (20.65%) [1] Group 2 - As of June 30, the number of shareholders for Tianyi Ma increased to 10,100, representing a growth of 4.40%, with an average of 4,902 circulating shares per person, up by 8.70% [2] - For the first half of 2025, Tianyi Ma reported an operating income of 146 million yuan, marking a year-on-year growth of 63.24%, and a net profit attributable to shareholders of 6.0591 million yuan, which is a 151.66% increase compared to the previous year [2] - Since its A-share listing, Tianyi Ma has distributed a total of 30.7444 million yuan in dividends, with 11.8996 million yuan paid out over the last three years [3]

Group 1 - The core viewpoint of the news highlights the performance and financial metrics of Tianyi Ma, indicating a significant increase in stock price and revenue growth [1][2] - As of September 25, Tianyi Ma's stock price decreased by 2.10% to 64.30 CNY per share, with a total market capitalization of 4.299 billion CNY [1] - The company has seen a year-to-date stock price increase of 130.05%, with a 5-day increase of 2.13%, a 20-day increase of 18.02%, and a 60-day increase of 33.65% [1] Group 2 - Tianyi Ma's main business segments include information equipment sales (33.17%), software development and technical services (27.51%), computing power services (20.65%), and others [1] - For the first half of 2025, Tianyi Ma reported operating revenue of 146 million CNY, a year-on-year increase of 63.24%, and a net profit attributable to shareholders of 6.059 million CNY, up 151.66% [2] - The company has distributed a total of 30.744 million CNY in dividends since its A-share listing, with 11.8996 million CNY distributed over the past three years [3]

Core Insights - Tianyima has successfully won two significant projects for Shantou Unicom and Shantou Mobile, with a total bid amount of 22.567 million yuan [1] Group 1 - The projects include intelligent hosting operation services for edge nodes and computing power node services [1] - The total contract value of the projects is 22.567 million yuan, indicating a substantial business opportunity for the company [1]

Core Viewpoint - Tianyi Ma announced plans to acquire 100% equity of Guangdong Xingyun Kaiwu Technology Co., Ltd. through a combination of share issuance and cash payment, with the intention to integrate Xingyun Kaiwu as a wholly-owned subsidiary into its consolidated financial statements [1] Group 1 - The acquisition is currently in the process of asset auditing, evaluation, and due diligence, with all parties engaged in discussions regarding transaction details and agreement terms [1] - No formal transaction documents have been signed by the involved parties as of the announcement date [1]

南财智讯9月23日电，天亿马披露重大资产重组进展的公告，公司计划通过发行股份及支付现金的方式 收购广东星云开物科技股份有限公司100%股权，并募集配套资金。此次交易将使星云开物成为公司的 全资子公司，纳入公司合并财务报表范围。目前交易处于筹划阶段，审计、评估及尽职调查等各项工作 正在有序推进，交易双方就具体条款仍在协商。公司将在交易进展达到一定阶段时，再次召开董事会审 议相关议案，并严格按照相关法律法规的规定和要求履行信息披露义务。交易尚需经公司董事会再次审 议及公司股东会审议通过，并经深圳证券交易所审核同意及中国证监会注册后方可正式实施，存在一定 的不确定性。公司提醒投资者注意投资风险。 ...

证券代码：301178 证券简称：天亿马 公告编号：2025-085 广东天亿马信息产业股份有限公司 关于重大资产重组事项的进展公告 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、误导性陈述或者重大遗漏。 特别提示： 1. 广东天亿马信息产业股份有限公司（以下简称"公司"） 于 2025 年 6 月 24 日披露的《广东天亿马信息产业股份有限公司发 行股份及支付现金购买资产并募集配套资金暨关联交易预案》（下 称"本次交易预案"）"重大风险提示"及"第七节 风险因素"中， 详细披露了本次交易可能存在的风险因素及尚需履行的其他程序， 敬请广大投资者注意投资风险。 2. 本次交易处于筹划阶段，尚需经公司董事会再次审议及公 司股东会审议通过，并经深圳证券交易所审核同意及中国证监会注 册后方可正式实施，存在未能通过有关决策、审批程序的风险。公 司将继续推进相关工作，严格按照法律、行政法规和要求及时履行 信息披露义务。敬请广大投资者关注后续公告并注意投资风险。 一、本次重大资产重组的基本情况 公司拟以发行股份及支付现金的方式购买广东星云开物科技股 份有限公司（以下简称"星云开物"）100%股权 ...

证券代码：301178 证券简称：天亿马 公告编号：2025-084 广东天亿马信息产业股份有限公司 偿义务。 关于实际控制人部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 广东天亿马信息产业股份有限公司（以下简称"公司"）收到公 司实际控制人马学沛先生、林明玲女士通知，二人将其持有的公司部 分股份办理了质押及解除质押手续，具体情况如下： 一、股东股份质押及解除质押的基本情况 | 股 | 是否为控股 | 占公 | 是否 | 占其所 | 是否 | 东 | 股东或第一 | 本次质押 | 司总 | 为补 | 质押到 | 质押 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 持股份 | 为限 | 质押起始日 | 质权人 | 名 | 大股东及其 | 数量（股） | 股本 | 充质 | 期日 | 用途 | 比例 | 售股 | | | | 称 | 一致行动人 | 比例 | 押 | 办 | 理 | ...

Market Overview - The A-share market saw a slight increase in the three major indices, with a focus on technology stocks, particularly in the consumer electronics, chip supply chain, and liquid cooling server sectors [1] - The total market turnover reached 2.14 trillion yuan, a decrease of 206.9 billion yuan compared to the previous day [4] Technology Sector - GPU leader Moer Thread's IPO on the Sci-Tech Innovation Board is scheduled for September 26, leading to a surge in related concept stocks [1] - Zhongke Shuguang (603019) hit the daily limit, closing at 117.51 yuan per share, with a total market value exceeding 170 billion yuan [1] - The chip supply chain remained active, with Demingli (001309) achieving a historical high with two consecutive limit-ups, and Haiguang Information rising nearly 11% to also reach a historical high [1] - SMIC's stock increased over 6%, with a latest market value of 1.03 trillion yuan and a trading volume close to 20 billion yuan, ranking first in A-shares [1] Liquid Cooling Server Concept - The liquid cooling server concept stocks experienced fluctuations but ultimately surged, with Industrial Fulian (601138) rising significantly and breaking the 70 yuan per share mark, reaching a historical high [3] Zodiac Concept Stocks - Stocks with "horse" in their names saw significant gains, with multiple stocks like Tianyi Ma (301178) and Demar Technology rising sharply [5] - The upcoming Year of the Horse in the lunar calendar has led to increased speculation in zodiac-themed stocks, following a historical trend of such stocks gaining traction in the fourth quarter [6][7] Precious Metals Sector - The gold sector saw a strong performance towards the end of the trading day, with stocks like Zhongjin Gold (600489) and Hunan Silver (002716) experiencing significant increases [4] Tourism and Hotel Sector - The tourism and hotel sector faced a downturn, with the tourism and hotel index declining, particularly for companies like Tianfu Cultural Tourism (000558) [8] - As the National Day and Mid-Autumn Festival approach, there is an increase in long-distance travel demand, with platforms reporting a notable rise in outbound travel intentions and flight bookings [10] Film and Entertainment Sector - The upcoming National Day holiday will see the release of over ten new films, indicating a trend towards sequels and IP-based productions, which may attract investor attention towards the film and cinema sector [11]

Core Viewpoint - The company held an online performance briefing to address investor inquiries regarding its performance, acquisition progress, and business layout, revealing key information about its operations and future plans [1]. Group 1: Performance Growth and Cost Control - The company's revenue and net profit growth in the first half of 2025 is attributed to the expansion of its computing power services and enterprise digitalization businesses, with significant breakthroughs in securing software development projects from state-owned enterprises [2]. - Cost control measures have been effective, with sales expenses decreasing by 15.92% to 10.18 million yuan and management expenses down by 8.22% to 16.04 million yuan, enhancing operational efficiency [2]. Group 2: Acquisition of Star Cloud Technology - The company plans to acquire 100% of Guangdong Star Cloud Technology Co., Ltd. through cash and share issuance, with the audit and evaluation of the assets still pending completion, introducing uncertainty into the process [3]. - The performance outlook remains positive, with ongoing projects in computing power services and enterprise digitalization expected to drive revenue growth, particularly with the successful acquisition enhancing synergy in the supply chain and R&D capabilities [3]. Group 3: Development Plans in Computing Power Services - The Shenzhen computing power cluster service project generated revenue of 30.08 million yuan in the first half of 2025, and a new three-year contract worth 57.82 million yuan was signed in August, providing strong support for performance [4]. - The company will assess the feasibility of building new computing power infrastructure projects in the second half of the year to expand market share [4]. Group 4: Strategic Goals and Future Directions - The acquisition of Star Cloud Technology aims to enhance the company's supply chain, extend its business into consumer-grade smart self-service devices, and integrate R&D resources to boost innovation [5]. - The company plans to adopt a dual-driven strategy of "solidifying the foundation and expanding new growth areas," focusing on both core and emerging businesses, while continuing to support Star Cloud Technology in the digital services sector [5]. - In the AI sector, the company has developed AI governance assistants and holds one of the first DRCA certificates in the big data industry, with multiple data products available for trading [5].