Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

Group 1 - The software concept is experiencing a surge, with the ChiNext Software ETF (159256) rising by 3.86% as of February 9, 2026, and notable stocks like Dongfang Guoxin and Wanxing Technology increasing by 16.73% and 11.63% respectively [1] - In the past 21 trading days, the ChiNext Software ETF has attracted a total of 539 million yuan [1] - ByteDance has launched its latest video model, Seedance 2.0, which is now available on the Jiemeng platform, allowing users to generate videos from text/images and use video/audio as reference materials [1] Group 2 - The ChiNext Software ETF closely tracks the ChiNext Software Index, which as of January 30, 2026, has its top ten weighted stocks including Tonghuashun, Runze Technology, and Kunlun Wanwei, accounting for a total of 48.61% of the index [2] - The top ten stocks in the ChiNext Software Index are as follows: Tonghuashun (3.64% increase, 8.68% weight), Guiding Compass (1.10% increase, 6.38% weight), and Runhe Software (2.31% increase, 4.93% weight) among others [3]

Core Insights - The article discusses how companies can overcome the bottleneck of AI implementation and achieve full-chain transformation from technology to value, highlighting the importance of integrated solutions in the AI era [1][10] - Softcom Power, a leading IT service provider, has developed a unique AI methodology and implementation system through its "soft + hard" full-stack capability [1][10] Group 1: Company Achievements - Softcom Power has been focused on industrial digital transformation since its establishment in 2005 and ranked first in the IT service market by 2024, entered the Fortune China 500 in 2025, and was included in the CSI 300 index in June 2025 [4][13] - The strategic acquisition of Tongfang Computer in 2024 allowed Softcom Power to break the boundary of only providing software, achieving a full capability loop from software to hardware [4][13] Group 2: AI Methodology - The core of Softcom Power's understanding of "full-stack intelligence" is "consultation-led, scene implementation, and soft-hard linkage," providing end-to-end integrated services rather than isolated AI tools [5][14] - The AI methodology is centered around the "Softcom Tianxue Max platform," which includes six major projects: model, data, security, software code, knowledge base, and intelligent agents, forming a self-reinforcing AI flywheel [5][14] Group 3: Employee Model - Softcom Power has introduced a "three types of employees" model, consisting of silicon-based employees (AI tools), embodied employees (robots), and carbon-based employees (human workers), to enhance productivity through collaboration [6][16] - This model aims to free human resources for creative and decision-making tasks while allowing AI tools and robots to handle repetitive and physical tasks [6][16] Group 4: Practical Applications - In the knowledge service sector, Softcom Power has built a dedicated knowledge base and platform to enhance internal collaboration and empower pharmaceutical representatives with precise sales tools [8][17] - In the smart manufacturing sector, a CAE industrial design and simulation platform was developed, improving manufacturing efficiency by 15%, reducing trial costs by over 30%, and lowering production line investment by about 5% [8][17] - The company has also implemented a digital twin-based intelligent operation management center for a petrochemical group, significantly enhancing operational safety and efficiency [9][18] Group 5: Future Plans - Softcom Power believes in the foreseeable explosion of the AI market and the restructuring of core technologies, with a focus on enhancing its "full-stack intelligence" capabilities and deepening the application of the Tianxue Max platform [9][18] - The company aims to collaborate with various partners to develop more implementable scenarios, helping businesses build their own AI flywheels and accelerate overall industry intelligence [9][18]

Core Insights - The article discusses the significance of outsourcing in the IT industry, particularly focusing on the "Big Six" software outsourcing companies in China, which are often referred to as the "Six Giants of Outsourcing" [1] Company Summaries - **ChinaSoft International**: Recognized as a leader in the domestic software outsourcing industry, with approximately 80,000 employees and an annual revenue of 17 billion. The company has a strong partnership with Huawei, which enhances its presence in telecommunications and digitalization sectors. ChinaSoft is also transitioning towards AIGC and HarmonyOS ecosystems [3][4] - **Softline**: Known for its rapid expansion, Softline has around 90,000 employees and has gained significant market share in IT services. The company covers a wide range of services from consulting to IT service lifecycle, including sectors like finance, energy, and smart manufacturing [5][6] - **Fangquan Software**: A newer player in the outsourcing market, Fangquan focuses on flexible delivery and lightweight services. It operates in various core cities and is adept at meeting the needs of small to medium-sized clients, particularly in e-commerce and industrial internet [6][7] - **Zhongke Software**: Established in 1996 and recognized for its strong technical background from the Chinese Academy of Sciences, Zhongke Software specializes in IT solutions for the insurance industry. The company is also expanding into AIGC applications in various sectors [7][8] - **Neusoft Group**: Founded in 1991, Neusoft is one of the earliest publicly listed software companies in China. It has a strong focus on healthcare, smart cities, and automotive electronics, maintaining a competitive edge in these areas despite facing transformation challenges [9][10] - **Wensihaihui**: This company has a unique history involving mergers and is now part of China Electronics Corporation. It excels in financial and digital intelligence sectors, particularly in banking IT projects [12][13]

中信建投证券股份有限公司 关于 软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票 深圳证券交易所： 发行过程和认购对象合规性的报告 保荐人（主承销商） 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意软通动力 信息技术(集团)股份有限公司向特定对象发行股票注册的批复》，同意软通动力 信息技术（集团）股份有限公司（以下简称"软通动力"、"发行人"或"公司"） 向特定对象发行股票的注册申请。 中信建投证券股份有限公司（以下简称"中信建投证券"、"保荐人"或"主 承销商"）作为软通动力 2025 年度向特定对象发行股票（以下简称"本次发行"、 "本次向特定对象发行"或"本次向特定对象发行股票"）的保荐人和主承销商， 对发行人本次发行过程和认购对象的合规性进行了核查，认为软通动力本次发行 过程和认购对象符合《中华人民共和国公司法》（以下简称"《公司法》"）《中华 人民共和国证券法》（以下简称"《证券法》"）《深圳证券交易所创业板股票上市 规则》（以下简称"《上市规则》"）《证券发行与承销管理办法》《上市公司证券发 行注册管理办法》（以下简称"《注册管理办法》"）《深圳证券交易所上市公 ...

法律意见书 二〇二六年二月 北京市中伦律师事务所 关于软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票之 发行过程和认购对象合规性的 北京市中伦律师事务所 关于软通动力信息技术（集团）股份有限公司 为出具本法律意见书，本所及本所律师特作如下声明： （一）本所及经办律师根据《中华人民共和国证券法》《律师事务所从事证 券法律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等我国 现行法律、法规和规范性文件的规定及本法律意见书出具之日以前已经发生或者 存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充 分的核查、验证，保证本法律意见书所认定的事实真实、准确、完整，所发表的 结论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并愿意承 担相应的法律责任。 2 法律意见书 2025 年度向特定对象发行股票之 发行过程和认购对象合规性的 法律意见书 致：软通动力信息技术（集团）股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受软通动力信息技术（集团） 股份有限公司（以下简称"发行人"或"公司"）的委托，担任发行人 2025 年 度向特定对象发行股票（以 ...

证券代码：301236 证券简称：软通动力 公告编号：2026-005 软通动力信息技术（集团）股份有限公司 关于向特定对象发行股票发行情况报告书披露的提示性公告 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、误导性陈述或重大遗漏。 软通动力信息技术（集团）股份有限公司（以下简称"公司"）向特定对象发 行股票发行承销总结及相关文件已在深圳证券交易所备案通过，公司将依据相关 规定尽快办理本次发行新增股份的登记托管事宜。 《软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票 发行情况报告书》等相关文件已于同日在巨潮资讯网（http://www.cninfo.com.cn） 上披露，敬请广大投资者注意查阅。 特此公告。 软通动力信息技术（集团）股份有限公司 董 事 会 2026 年 2 月 4 日 ...

证券代码：301236 证券简称：软通动力 软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票 发行情况报告书 二〇二六年二月 发行人全体董事、审计委员会及高级管理人员声明 本公司全体董事、审计委员会及高级管理人员承诺本发行情况报告书不存 在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相 应的法律责任。 全体董事签名： 刘天文 车俊河 张 成 黄 颖 赵 勇 刘会福 李 宏 张旭明 简建辉 全体审计委员会签名： 张旭明 李 宏 简建辉 除任董事外的其他高级管理人员签名： 软通动力信息技术（集团）股份有限公司 年 月 日 软通动力信息技术（集团）股份有限公司 发行情况报告书 1 保荐人（主承销商） 杜 淼 王 悦 软通动力信息技术（集团）股份有限公司 发行情况报告书 2 | 发行人全体董事、审计委员会及高级管理人员声明 1 | | | --- | --- | | 目 录 | 3 | | 释 义 | 4 | | 第一节 | 发行人发行的基本情况 5 | | 一、本次发行履行的相关程序 5 | | | 二、本次发行概要 6 | | | 三、本次发行的发行对象情况 13 | | ...

Group 1 - The core point of the news is that Softcom Power's stock price dropped by 5.1% to 45.96 CNY per share, with a trading volume of 9.52 billion CNY and a turnover rate of 2.59%, resulting in a total market capitalization of 437.97 billion CNY [1] - Softcom Power, established on November 4, 2005, and listed on March 15, 2022, provides digital innovation services, general technology services, and digital operation services across various industries including telecommunications, internet services, fintech, and high-tech manufacturing [1] - The company's revenue composition is as follows: software and digital technology services account for 56.52%, computing products and smart electronics for 42.81%, digital energy and intelligent computing for 0.61%, and others for 0.06% [1] Group 2 - From the perspective of fund holdings, one fund under Nuoan Fund has Softcom Power as a top ten holding, with a reduction of 676,300 shares in the fourth quarter, leaving 1,388,800 shares, which represents 3.8% of the fund's net value [2] - The Nuoan Active Return Mixed A Fund (001706) has a current scale of 979 million CNY and has achieved a return of 14.61% this year, ranking 469 out of 8,873 in its category [2] - The fund manager, Liu Huiying, has been in position for 3 years and 187 days, with the fund's total asset scale at 19.259 billion CNY, achieving a best return of 93.21% and a worst return of 24.81% during her tenure [3]