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]

项目简介：当前中国东方资产管理股份有限公司对于智能问答、知识检索、业务流程自动化等智能化应用需求持续增长。现有硬件资源无法支持大模型运 行，亦缺乏统一的智能应用平台。将通过本次招标建设基础算力平台和智能应用平台，并构建试点应用，为后续智能化建设奠定底座。 中标候选人公示 2026 年 2 月 2 日发布中标候选人公示，讯飞智元信息科技有限公司 3510000 元（中）。 中标候选人： | 排名 | 中标候选人名称及投标报价 | | --- | --- | | 第一中标候选人 | 讯飞智元信息科技有限公司, 3510000.00 元 | | 第二中标候选人 | 软通动力信息技术(集团)股份有限公司, | | | 2980000.00 元 | | 第三中标候选人 | 南京云问网络技术有限公司, 3920000.00 元 | 项目简介：当前中国东方资产管理股份有限公司对于智能问答、知识检索、业务流程自动化等智能化应用需求持续增长。现有硬件资源无法支持大模型运 行，亦缺乏统一的智能应用平台。将通过本次招标建设基础算力平台和智能应用平台，并构建试点应用，为后续智能化建设奠定底座。 中标候选人公示 2026 年 2 月 ...

软通动力（301236.SZ）公司事件点评 全栈智能开启龙头 AI 时代发展新篇章 glmszqdatemark 2026 年 02 月 02 日 [Table_Author] 分析师：吕伟 分析师：郭新宇 执业证书：S0590525110033 执业证书：S0590525110034 邮箱：lvwei_yj@glms.com.cn 邮箱：guoxinyu@glms.com.cn 软通计算机以"AI+"推进场景落地，在党政、金融等国产替代领域市场份额居第 一梯队：终端产品中标中国联通、某省公安厅等项目，完成 2025 全国两会信创 办公用机供应；企业级产品则中标中国移动 AI 设备集采、福建省农信鲲鹏服务器 采购等项目，持续拓展市场覆盖。 展望业务发展方向，公司以京津冀智造基地为基石，构筑了"智算中心+OS+服 务器"三大自主支柱产品体系。通过推出"天元智算调度平台"、基于开源鸿蒙和 开源欧拉的自有操作系统发行版（软通天鸿、软通天鹤），以及全线智算硬件产品， 为客户提供一站式 AI 算力基础设施，确保企业智能化转型的安全感与自主权。 2）软通天璇 MaaS 平台：AI 时代重要的"AI Factory"。公司 ...

软通计算机以"AI+"推进场景落地，在党政、金融等国产替代领域市场份额居第 一梯队：终端产品中标中国联通、某省公安厅等项目，完成 2025 全国两会信创 办公用机供应；企业级产品则中标中国移动 AI 设备集采、福建省农信鲲鹏服务器 采购等项目，持续拓展市场覆盖。 展望业务发展方向，公司以京津冀智造基地为基石，构筑了"智算中心+OS+服 务器"三大自主支柱产品体系。通过推出"天元智算调度平台"、基于开源鸿蒙和 开源欧拉的自有操作系统发行版（软通天鸿、软通天鹤），以及全线智算硬件产品， 为客户提供一站式 AI 算力基础设施，确保企业智能化转型的安全感与自主权。 软通动力（301236.SZ）公司事件点评 全栈智能开启龙头 AI 时代发展新篇章 glmszqdatemark 2026 年 02 月 02 日 [Table_Author] 分析师：吕伟 分析师：郭新宇 执业证书：S0590525110033 执业证书：S0590525110034 邮箱：lvwei_yj@glms.com.cn 邮箱：guoxinyu@glms.com.cn 2）软通天璇 MaaS 平台：AI 时代重要的"AI Factory"。公司 ...

Core Viewpoint - The stock of SoftTech Power experienced a decline of 2.01% on January 30, 2023, with a trading price of 48.24 yuan per share and a total market capitalization of 459.70 billion yuan [1] Group 1: Stock Performance - As of January 30, 2023, SoftTech Power's stock has increased by 1.71% year-to-date, but has decreased by 7.50% over the last five trading days and by 9.29% over the last 60 days [1] - The company reported a net outflow of 41.17 million yuan in principal funds, with significant selling pressure observed [1] Group 2: Financial Performance - For the period from January to September 2025, SoftTech Power achieved a revenue of 25.383 billion yuan, representing a year-on-year growth of 14.30%, and a net profit attributable to shareholders of 98.8866 million yuan, up 30.21% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for SoftTech Power increased to 135,400, with an average of 5,782 circulating shares per person, reflecting a 14.72% increase [2] - The company has distributed a total of 584 million yuan in dividends since its A-share listing, with 267 million yuan distributed over the past three years [3]

Core Insights - The collaboration between Softcom Power and Jinpan Technology has led to the launch of the "Softcom Tianxuan AI Factory Intelligent Manufacturing Solution" aimed at accelerating the deployment of AI platforms and applications in the manufacturing sector [1][2] - The AI Factory solution has already empowered various industries including retail, finance, manufacturing, healthcare, energy, and automotive [1] Group 1 - The Softcom Tianxuan MaaS platform serves as a critical component of the AI Factory solution, functioning as an "AI flywheel engine" that drives intelligent scenarios across vertical industries [1] - The Tianxuan AutoAgent utilizes five core technological innovations to deconstruct complex tasks into executable units, enabling flexible development and deployment of intelligent agents [1] - The Tianxuan Digital WorkMate platform allows enterprises to quickly build a silicon-based workforce platform, encapsulating industry know-how into a standardized, reusable digital employee matrix [1] Group 2 - The AI Factory solution is built on a secure, compliant, and autonomous technical foundation, offering customized product combinations and implementation paths tailored to the transformation needs of different industries and enterprise sizes [2] - The partnership with Jinpan Technology represents a significant practical application of the AI Factory solution, providing a replicable benchmark for intelligent transformation in sectors like new energy and new infrastructure [2] - The company plans to continue enhancing its full-stack AI capabilities and deepen collaborations with industry partners to promote the AI Factory solution in more scenarios [2]

Core Insights - The collaboration between Softcom Power and Jinpan Technology has led to the launch of the "Softcom Tianxuan AIFactory Intelligent Manufacturing Solution" aimed at accelerating the transformation of the manufacturing industry through AI applications [1][2] - The AIFactory solution is designed to empower various sectors including retail, finance, manufacturing, healthcare, energy, and automotive [1] Group 1 - The AIFactory solution leverages the Softcom Tianxuan MaaS platform as a central component, functioning as an "AI flywheel engine" that drives intelligent scenarios across vertical industries [1] - Key innovations of the Tianxuan AutoAgent include language-level intelligent orchestration and fully decoupled distributed scheduling, enabling the decomposition of complex tasks into executable units for flexible deployment [1] - The Tianxuan Digital WorkMate platform allows enterprises to quickly build silicon-based labor platforms, encapsulating industry know-how into standardized, reusable digital employee matrices [1] Group 2 - The AIFactory solution is built on a secure, compliant, and autonomous technology foundation, offering customized product combinations and implementation paths tailored to the transformation needs of different industries and enterprise scales [2] - The partnership with Jinpan Technology represents a significant practical application of the AIFactory solution, providing a replicable benchmark for intelligent transformation in sectors like new energy and new infrastructure [2] - Softcom Power aims to continuously enhance its full-stack AI capabilities and deepen collaboration with industry partners to promote the AIFactory solution in more scenarios [2]

Group 1 - The core message is that Softline Power (301236) has officially launched the "Softline Tianxuan AI Factory Intelligent Manufacturing Solution" in collaboration with Jinpan Technology (688676) to accelerate the transformation of the manufacturing industry towards intelligent manufacturing [1] - The AI Factory solution has already empowered various sectors including retail, finance, manufacturing, healthcare, energy, and automotive, aiming to help manufacturing clients deploy AI platforms and applications more rapidly [1] - A deepening cooperation agreement was signed at the AI Factory Ecosystem Partner Conference, marking the upgrade phase of the intelligent manufacturing solution, which is part of Jinpan Technology's "14th Five-Year" intelligent manufacturing strategy [1] Group 2 - Softline Power has achieved a breakthrough in global expansion within the AI industry by signing a project for the technology stack renovation of a leading bank's credit approval system in Southeast Asia [2] - The comprehensive solution developed for the bank includes "intelligent risk control + core system + operation and maintenance services," enhancing the accuracy of suspicious transaction identification by 40% through the anti-money laundering monitoring module [2] - By the third quarter of 2025, Softline Power has served over 150 banks and related institutions globally, with a 90% coverage rate among the top 20 banks in China, while the contribution from overseas markets continues to grow [2]

Core Insights - The article emphasizes that the competition in the AI era is shifting from a focus on individual model parameters to a comprehensive ecosystem approach, as demonstrated by Google's integration of TPU chips, Gemini models, and a full suite of applications [1] - In China, the company Softcom Power is positioned to replicate this "full-stack logic" by creating a complete closed loop of "computing power-model-terminal" in the enterprise market, aiming to bridge the gap between technology supply and industry demand [1] Group 1: Foundation - Softcom Power has made a strategic leap from "software-defined" to "physical support" by acquiring Tongfang Computer, establishing a robust hardware system that includes AI servers, workstations, and storage devices [2] - The company is a significant contributor to China's self-reliant computing ecosystem, leveraging technologies like Kunpeng and Ascend, and is well-positioned within national strategies such as "East Data West Computing" [2][4] Group 2: Hub - The Softcom Tianxuan MaaS (Model as a Service) platform serves as a central hub that transforms computing power into intelligence, akin to Google's Gemini model [5] - This platform benefits from Softcom's 20 years of industry experience, allowing it to fine-tune and train models based on specific industry needs, thus addressing core pain points in sectors like manufacturing, finance, and energy [5][6] Group 3: Reach - Softcom Power is expanding its reach into the consumer market through its "Mechanical Revolution" brand, which promotes AI PCs that evolve computers into "personal intelligent assistants" [8][9] - The company is also venturing into the smart robotics sector, demonstrating its capability to integrate hardware and software solutions for various industrial applications [9] Group 4: Flywheel Effect - The strategy of Softcom Power creates a self-reinforcing business flywheel: computing intelligence provides a strong foundation for software, scene intelligence enhances hardware capabilities, and terminal intelligence broadens commercial boundaries [11] - This "full-stack intelligent" strategy positions Softcom Power not just as an IT service provider but as an "ecological connector" that integrates foundational technology, industry scenarios, and end-user needs, aiming to establish a significant global presence in AI [11]