资金面上看，今日华为欧拉概念板块获主力资金净流出56.57亿元，其中，41股获主力资金净流出，10 股主力资金净流出超亿元，净流出资金居首的是拓维信息，今日主力资金净流出15.75亿元，净流出资 金居前的还有润和软件、四川长虹、软通动力等，主力资金分别净流出9.85亿元、6.26亿元、3.13亿 元。今日主力资金净流入居前的概念股有荣科科技、绿盟科技、天亿马等，主力资金分别净流入 2789.74万元、595.64万元、375.87万元。（数据宝） 华为欧拉概念资金流出榜 截至8月29日收盘，华为欧拉概念下跌2.41%，位居概念板块跌幅榜前列，板块内，奇安信、*ST东通、 当虹科技等跌幅居前，股价上涨的有8只，涨幅居前的有普元信息、卓易信息、英方软件等，分别上涨 2.38%、1.48%、1.42%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 3.57 | 智谱AI | -2.60 | | 钠离子电池 | 2.41 | WiFi 6 | -2.59 | | 石墨电极 | 2.32 | 华为 ...

截至本公告披露日，徐永文先生未持有公司股票，亦不存在应当履行而未履 行的承诺事项，其本人确认与公司董事会无不同意见，亦无任何其他事项需要提 请公司股东关注。徐永文先生所负责的相关工作已完成交接，辞职不会影响公司 相关工作的正常开展。 徐永文先生在担任公司证券事务代表期间恪尽职守、勤勉尽责，为公司的规 范运作发挥了积极作用，公司对徐永文先生在任职期间所做出的努力和贡献表示 衷心感谢！公司董事会将根据《深圳证券交易所创业板股票上市规则》等相关规 定，尽快选聘符合任职资格的相关人员担任证券事务代表，协助公司董事会秘书 开展相关工作。 特此公告。 软通动力信息技术（集团）股份有限公司 董 事 会 证券代码：301236 证券简称：软通动力 公告编号：2025-076 软通动力信息技术（集团）股份有限公司 关于证券事务代表辞职的公告 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"或"软通动力"） 董事会于近日收到证券事务代表徐永文先生提交的书面辞职报告，徐永文先生基 于个人职业生涯规划原因辞去公司证券事务代表职务， ...

据证券之星公开数据整理，近期软通动力（301236）发布2025年中报。截至本报告期末，公司营业总收 入157.81亿元，同比上升25.99%，归母净利润-1.43亿元，同比上升7.6%。按单季度数据看，第二季度营 业总收入87.7亿元，同比上升23.93%，第二季度归母净利润5508.96万元，同比下降55.27%。本报告期 软通动力公司应收账款体量较大，当期应收账款占最新年报归母净利润比达4149.6%。 本次财报公布的各项数据指标表现一般。其中，毛利率10.62%，同比减15.42%，净利率-1.17%，同比 增18.71%，销售费用、管理费用、财务费用总计13.14亿元，三费占营收比8.33%，同比减19.78%，每股 净资产10.64元，同比减1.07%，每股经营性现金流-0.5元，同比减29.17%，每股收益-0.15元，同比增 6.25% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 125.26亿 | 157.81亿 | 25.99% | | 归母净利润(元) | -1.54亿 | -1.43 ...

Core Viewpoint - Softstone Power achieved significant growth in revenue and profit in the first half of 2025, driven by its hardware-software synergy strategy and strong performance in key business areas [1][2]. Group 1: Financial Performance - The company reported total revenue of 15.781 billion yuan, a year-on-year increase of 25.99% [1]. - The net profit attributable to the parent company improved significantly, with a second-quarter net profit of 55 million yuan, a quarter-on-quarter increase of 127.87% [1]. - Operating cash flow for the second quarter reached 1.358 billion yuan, reflecting a quarter-on-quarter growth of 173.92% [1]. Group 2: Business Development - Softstone Power's large customer business showed strong resilience, enhancing its competitiveness in consulting and solution markets [2]. - The company successfully engaged in various projects, including the ICT infrastructure and AI consulting, with multiple contracts worth millions signed [2][3]. - The launch of over 20 new trusted computing terminal products and advancements in humanoid and composite robotics were highlighted [2]. Group 3: Strategic Initiatives - The company introduced the "iSoftStone Digital" brand and initiated the "Going Global 2.0" strategy, focusing on expanding its presence in key industries and cities [3]. - Significant project wins included major procurement contracts with Beijing and China Mobile, as well as international projects like the Pakistan Prime Minister's Youth Program [3].

天眼查工商信息显示，8月25日，北京软通运河信息技术有限公司成立，法定代表人为刘会福，注册资 本1000万人民币，经营范围包括计算机系统服务、信息技术咨询服务、软件开发等。股东信息显示，该 公司由软通动力（301236）全资持股。 ...

天眼查工商信息显示，近日，北京软通运河信息技术有限公司成立，法定代表人为刘会福，注册资本 1000万人民币，经营范围包括计算机系统服务、信息技术咨询服务、软件开发等。股东信息显示，该公 司由软通动力（301236）全资持股。 ...

Core Insights - Softstone Power (301236) reported a revenue of 15.781 billion yuan for the first half of 2025, marking a year-on-year growth of 25.99% [1] - The company achieved a revenue of 8.77 billion yuan in the second quarter, reflecting a year-on-year increase of 23.93% and a quarter-on-quarter growth of 25.10% [1] - The net profit attributable to the parent company showed improvement during the reporting period [1] Software Development - The company is advancing its software and digital technology services, focusing on an AI-driven strategy with a "1+4+N" AI engineering capability matrix [1] - Softstone Power has established a multi-dimensional structure with foundational, data, and intelligent layers, centered around the SwanLinkOS operating system and Honghu Cloud management platform [1] - The company has completed over 60 certification projects for mining equipment and is adapting nearly 100 mining devices for service [1] Hardware Development - Softstone Power, through its subsidiary Softstone Computer, is positioned as a leading provider of all-scenario intelligent computing products and services, covering three major product lines: trusted terminals, general terminals, and innovative terminals [2] - The company has launched over 20 new products in the trusted terminal category and optimized the performance of X86 architecture products in the general terminal category [2] - The innovative terminal segment is advancing the development of open-source Hongmeng PC and large-screen products, along with multiple self-developed educational software adaptations [2] Market Expansion - The company has initiated its "Out to Sea 2.0" strategy with the launch of the "iSoftStone Digital" brand for international markets [2] - In Southeast Asia, the establishment of a Global Delivery Center (GDC) in Malaysia has been completed, and the company has successfully bid for an AI scrap steel detection project [2] - Strategic partnerships have been formed in the Middle East and Japan, enhancing regional service capabilities and showcasing the company's global supply chain integration and localized service advantages [2]

8月27日晚间，软通动力（301236）发布了2025年半年度报告，报告期内，公司充分发挥软硬协同优 势，驱动业务规模持续增长，实现整体营收157.81亿元，较上年同期增长25.99%，归母净利润同比向 好，经营现金流持续稳健；其中，计算产品与智能电子业务实现营收67.56亿元，较上年同期增长 72.77%，占比42.81%。2025年第二季度，公司实现营收87.70亿元，同比增长23.93%，环比增长 25.10%；实现归母净利润0.55亿元，环比增长127.87%，扭亏且显著提升；第二季度经营活动现金流净 额13.58亿元，环比增长173.92%，公司软硬一体战略成效显著。 软通动力全新推出"iSoftStone Digital软通国际"品牌，全面启动"出海2.0"战略；公司马来西亚全球交付 中心（GDC）正式落成，成功中标某AI废钢检测项目；与中东多个本地伙伴达成战略合作，中标"巴基 斯坦总理青年计划10万台笔记本电脑项目"、中标沙特政府3万台笔记本电脑SKD采购项目；与某大型 ICT领导企业日本、腾讯日本等签署框架协议，与新日铁等大型IT企业达成战略合作。 行业深耕成果凸显，公司为10余个重点行业提供 ...

Core Viewpoint - Softcom Power experienced a decline of 1.82% on August 27, with a trading volume of 3.59 billion yuan, indicating a challenging market environment for the company [1] Financing Summary - On August 27, Softcom Power had a financing buy-in of 463 million yuan and a repayment of 468 million yuan, resulting in a net financing outflow of 4.96 million yuan [1] - As of August 27, the total financing and securities lending balance for Softcom Power was 2.628 billion yuan, with the financing balance at 2.622 billion yuan, accounting for 6.32% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low financing level [1] - In terms of securities lending, Softcom Power repaid 5,500 shares and sold 1,200 shares on August 27, with a selling amount of 73,200 yuan, and the remaining securities lending volume was 102,200 shares, with a balance of 6.2322 million yuan, also below the 30th percentile level over the past year [1] Business Performance - As of June 30, Softcom Power had 134,900 shareholders, a decrease of 4.89% from the previous period, with an average of 5,040 circulating shares per person, an increase of 5.14% [2] - For the first half of 2025, Softcom Power achieved operating revenue of 15.781 billion yuan, a year-on-year increase of 25.99%, while the net profit attributable to shareholders was -143 million yuan, reflecting a year-on-year growth of 7.60% [2] Dividend Information - Since its A-share listing, Softcom Power has distributed a total of 584 million yuan in dividends over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders of Softcom Power included E Fund's ChiNext ETF, which increased its holdings by 220,600 shares to 14.6678 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 1.1364 million shares to 13.2146 million shares [3] - New institutional shareholders included Huatai-PB's CSI 300 ETF and E Fund's CSI 300 ETF, with holdings of 10.0435 million shares and 7.2610 million shares, respectively [3]

Core Viewpoint - Softcom Power's stock price has shown a slight increase this year, with a notable rise in recent trading days, while the company continues to experience net outflows of capital [1][2]. Company Overview - Softcom Power Information Technology (Group) Co., Ltd. was established on November 4, 2005, and listed on March 15, 2022. The company is based in Haidian District, Beijing, and 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 services for 0.61%, and others for 0.06% [1]. Financial Performance - For the first half of 2025, Softcom Power achieved operating revenue of 15.781 billion yuan, representing a year-on-year growth of 25.99%. The net profit attributable to shareholders was -143 million yuan, reflecting a year-on-year increase of 7.60% [2]. - Since its A-share listing, the company has distributed a total of 584 million yuan in dividends over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Softcom Power was 134,900, a decrease of 4.89% from the previous period. The average number of circulating shares per person increased by 5.14% to 5,040 shares [2]. - The top ten circulating shareholders include notable entities such as E Fund's ChiNext ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings compared to the previous period [3].