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]

证券日报网讯 9月23日晚间，天亿马发布公告称，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（简称"星云开物"）100%股权，并募集配套资金。本次交易完成后，星云开物将 成为公司全资子公司，纳入公司合并财务报表范围。截至本公告披露日，本次交易涉及资产的审计、评 估及尽职调查等各项工作正在有序推进，同时各方就交易细节、协议条款等事项持续进行磋商及论证， 交易相关方尚未签署正式交易文件。 （编辑 任世碧） ...

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]

9月19日下午15:30 - 17:00，广东天亿马信息产业股份有限公司通过全景网"投资者关系互动平台"以网络 远程方式召开业绩说明会，董事长林明玲、副董事长兼总经理马学沛等多位公司高层接待了投资者网上 提问。 本次业绩说明会，投资者围绕公司业绩、收购进展、业务布局等方面提出诸多问题，公司一一进行回 复，透露了不少关键信息。 上半年业绩增长归因与成本控制 公司2025年上半年营业收入和净利润增长，主要得益于前期布局的算力服务、企业数字化等业务增长。 报告期内，企业数字化业务取得突破，新签多个国有大中型企业软件开发项目。同时，公司在成本控制 上成效显著，销售费用支出1,017.98万元，同比下降15.92%；管理费用支出1,604.16万元，同比下降 8.22%，有效提升了经营效益。 2025年2月深圳算力集群服务项目交付使用后，上半年实现收入3,007.53万元，8月签署的某国产算力项 目，合同期3年，合同金额5,781.6万元，为业绩提供有力支撑。下半年，公司将评估算力节点或集群建 设可行性，若条件成熟，不排除启动新的算力基础设施建设项目，扩大市场份额。 并购星云开物目的与未来业务方向 公司并购星云开物主要 ...

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]