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].

Group 1: Financial Performance - The company's revenue for the first half of 2025 reached CNY 43.45 million, a year-on-year increase of 126.37% due to growth in digital enterprise services and computing power services [2][3] - The computing power service project in Shenzhen generated revenue of CNY 30.08 million with a gross margin of 46.48% [3] - The company effectively improved operational efficiency by reducing sales expenses by 15.92% to CNY 10.18 million and management expenses by 8.22% to CNY 16.04 million [3] Group 2: Acquisition Plans - The company is in the process of acquiring 100% equity of Guangdong Xingyun Kaiwu Technology Co., Ltd., with cash and share issuance [4][6] - The acquisition is pending completion of asset audits and evaluations, with no confirmed timeline for approvals [4][6] - The target company reported an expected revenue of CNY 444.70 million and a net profit of CNY 90.71 million for 2024, pending audit [6][7] Group 3: Future Growth Expectations - The company anticipates continued growth in the second half of 2025, driven by ongoing projects in computing power and digital enterprise services [5] - A new three-year contract for a domestic computing power project worth CNY 57.82 million was signed in August, contributing to future revenue [7] - The acquisition of Xingyun Kaiwu is expected to enhance the company's competitive edge and expand its product application scenarios [5][8] Group 4: Technological Advancements - The company has developed AI applications, including the "Yiqi AI Government Assistant" and "Company AI Assistant," aimed at improving efficiency in government and enterprise operations [10] - The company holds the first batch of DRCA certificates in the big data industry and has launched multiple data products on trading platforms [10]

Core Viewpoint - On September 19, a total of 8 listed companies had their restricted shares unlocked, with a total market value of approximately 6.228 billion yuan [1] Group 1: Company Specifics - Xingxing Technology (Stock Code: 300256) had 625 million shares unlocked, categorized as "Other" [1] - Haitong Development (Stock Code: 603162) had 957,900 shares unlocked, categorized as "Equity Incentive Restricted Circulation" [1] - Tianyi Ma (Stock Code: 301178) had 256,000 shares unlocked, also under "Equity Incentive Restricted Circulation" [1] - Zhejiang Zhengte (Stock Code: 001238) had 76.9215 million shares unlocked, categorized as "Pre-Issue Shares Restricted Circulation" [1] - Huabao New Energy (Stock Code: 301327) had 20.0958 million shares unlocked, also under "Pre-Issue Shares Restricted Circulation" [1] - Qianwei Yangchu (Stock Code: 001215) had 21,100 shares unlocked, categorized as "Equity Incentive Restricted Circulation" [1] - Xinbo Co., Ltd. (Stock Code: 003038) had 663,300 shares unlocked, also under "Equity Incentive Restricted Circulation" [1] - Debang Technology (Stock Code: 688035) had 53.4224 million shares unlocked, with no specific category mentioned [1]

小知识 融券方面，当日无融券交易。 融资融券余额2.24亿元，较昨日上涨1.54%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-09-17 | 2.24亿 | 339.37万 | 1.54% | | 2025-09-16 | 2.20亿 | 447.17万 | 2.07% | | 2025-09-15 | 2.16亿 | 1206.54万 | 5.92% | | 2025-09-12 | 2.04亿 | 987.16万 | 5.09% | | 2025-09-11 | 1.94亿 | 1102.03万 | 6.03% | 证券之星消息，9月17日，天亿马（301178）融资买入3419.11万元，融资偿还3079.74万元，融资净买入 339.37万元，融资余额2.24亿元，近3个交易日已连续净买入累计1993.08万元，近20个交易日中有12个 交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-09- ...

证券日报网讯天亿马（301178）9月17日在互动平台回答投资者提问时表示，公司算力业务主要根据客 户需求配置相应硬件产品。品牌建设方面，公司将综合考虑自身的实际情况、未来发展战略、市场需求 以及行业发展趋势来决定。 ...

Core Viewpoint - The company has successfully established a leading large model computing power base in Shenzhen and is involved in the construction and operation of data centers as part of its project [2]. Group 1 - The company has invested in the Shenzhen computing power cluster service project, which is the first of its kind in the region [2]. - The project includes data center business, specifically focusing on data center platform construction, module content development, and operational maintenance services [2].

Group 1 - The core viewpoint of the news is that Tianyi Ma has shown significant growth in both stock performance and financial metrics, indicating strong investor interest and operational success [1][2]. - On September 15, Tianyi Ma's stock price increased by 2.55%, with a trading volume of 214 million yuan. The net financing purchase on that day was 12.07 million yuan, with a total financing balance of 216 million yuan, representing 5.27% of the circulating market value [1]. - The company has a high financing balance, exceeding the 90th percentile of the past year, indicating strong investor confidence [1]. Group 2 - As of June 30, the number of shareholders for Tianyi Ma reached 10,100, an increase of 4.40% from the previous period, with an average of 4,902 circulating shares per person, up by 8.70% [2]. - For the first half of 2025, Tianyi Ma reported a revenue of 146 million yuan, a year-on-year increase of 63.24%, and a net profit attributable to shareholders of 6.06 million yuan, up by 151.66% [2]. - Since its A-share listing, Tianyi Ma has distributed a total of 30.74 million yuan in dividends, with 11.90 million yuan distributed over the past three years [3].