本次保荐代表人变更不会影响中信建投对公司的持续督导工作，变更完成后， 公司首次公开发行股票并在创业板上市持续督导工作的保荐代表人为许杰先生 和谌泽昊先生，持续督导期至中国证券监督管理委员会和深圳证券交易所规定的 持续督导义务结束为止。公司及董事会对黄亚颖先生在公司首次公开发行股票项 目及持续督导期间所做的工作表示衷心感谢！ 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：2026-001 软通动力信息技术（集团）股份有限公司 关于变更持续督导保荐代表人的公告 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"）于近日收到中 信建投证券股份有限公司（以下简称"中信建投"）出具的《关于变更软通动力 首次公开发行股票持续督导保荐代表人的函》。 中信建投作为公司首次公开发行股票并在深圳证券交易所创业板上市的保 荐机构，原指派黄亚颖先生和许杰先生为持续督导保荐代表人。现黄亚颖先生因 个人工作调整，不再担任公司的持续督导保荐代表人。为保证公司持续督导工作 ...

Core Insights - Softcom Power conducted 12 block trades on January 15, with a total trading volume of 1.067 million shares and a total transaction value of 50.7998 million yuan, at a price of 47.61 yuan, reflecting a 10% discount compared to the closing price of the day [2][3] Trading Activity - In the last three months, Softcom Power has recorded 23 block trades, with a cumulative transaction value of 139 million yuan [3] - The closing price of Softcom Power on the day of the report was 52.90 yuan, down 1.91%, with a daily turnover rate of 4.70% and a total trading volume of 1.969 billion yuan, indicating a net outflow of 39.6946 million yuan in main funds [3] - Over the past five days, the stock has increased by 7.98%, while the total net outflow of funds during this period was 223 million yuan [3] Margin Financing - The latest margin financing balance for Softcom Power is 2.357 billion yuan, which has increased by 209 million yuan over the past five days, representing a growth rate of 9.75% [4]

Core Viewpoint - The stock of Softcom Power experienced a decline of 2.00% on January 15, 2023, with a trading price of 52.85 yuan per share and a total market capitalization of 503.63 billion yuan [1]. Group 1: Stock Performance - As of January 15, 2023, Softcom Power's stock has increased by 11.43% year-to-date, with a 7.88% rise over the last five trading days, a 17.34% increase over the last 20 days, and a 3.30% gain over the last 60 days [1]. - The trading volume on January 15, 2023, reached 13.55 billion yuan, with a turnover rate of 3.21% [1]. Group 2: Financial Performance - For the period from January to September 2025, Softcom Power reported a revenue of 253.83 billion yuan, reflecting a year-on-year growth of 14.30%, and a net profit attributable to shareholders of 98.89 million yuan, which is a 30.21% increase year-on-year [2]. - Since its A-share listing, Softcom Power has distributed a total of 5.84 billion yuan in dividends, with 2.67 billion yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Softcom Power was 135,400, an increase of 0.35% from the previous period, with an average of 5,782 circulating shares per person, up by 14.72% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 16.05 million shares, an increase of 2.83 million shares from the previous period [3].

软通动力1月14日大宗交易平台共发生9笔成交，合计成交量160.76万股，成交金额7846.70万元。成交价 格均为48.81元，相对今日收盘价折价9.49%。从参与大宗交易营业部来看，机构专用席位共出现在9笔 成交的买方或卖方营业部中，合计成交金额为7846.70万元，净买入7846.70万元。 进一步统计，近3个月内该股累计发生11笔大宗交易，合计成交金额为8805.57万元。 证券时报·数据宝统计显示，软通动力今日收盘价为53.93元，上涨2.76%，日换手率为7.34%，成交额为 31.03亿元，全天主力资金净流出2431.00万元，近5日该股累计上涨11.77%，近5日资金合计净流出1.18 亿元。 两融数据显示，该股最新融资余额为23.37亿元，近5日增加1.97亿元，增幅为9.21%。 据天眼查APP显示，软通动力信息技术(集团)股份有限公司成立于2005年11月04日，注册资本 95294.1177万人民币。（数据宝） 1月14日软通动力大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | ...

软通动力1月13日大宗交易平台出现一笔成交，成交量14.00万股，成交金额679.00万元，大宗交易成交 价为48.50元，相对今日收盘价折价7.58%。该笔交易的买方营业部为机构专用，卖方营业部为中信建投 证券股份有限公司东三环中路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为958.87万元。 证券时报·数据宝统计显示，软通动力今日收盘价为52.48元，下跌3.51%，日换手率为6.13%，成交额为 25.68亿元，全天主力资金净流出3.18亿元，近5日该股累计上涨7.61%，近5日资金合计净流出1.38亿 元。 两融数据显示，该股最新融资余额为22.53亿元，近5日增加1.04亿元，增幅为4.84%。 据天眼查APP显示，软通动力信息技术(集团)股份有限公司成立于2005年11月04日，注册资本 95294.1177万人民币。（数据宝） 1月13日软通动力大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） ...

第1笔成交价格为48.50元，成交14.00万股，成交金额679.00万元，溢价率为-7.58%，买方营业部为机构 专用，卖方营业部为中信建投证券股份有限公司东三环中路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为958.87万元。该股近5个交易日累 计上涨7.61%，主力资金合计净流出7317.28万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月13日，软通动力收跌3.51%，收盘价为52.48元，发生1笔大宗交易，合计成交量14万股，成交金额 679万元。 ...

天眼查工商信息显示，近日，杭州软通动力（301236）驿枢科技有限公司成立，法定代表人为生义龙， 注册资本50万人民币，经营范围为技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广， 计算机系统服务，软件开发，企业管理咨询，认证咨询，组织文化艺术交流活动，企业形象策划，图文 设计制作。股东信息显示，该公司由软通动力全资持股。 ...

Group 1 - The 2026 International Consumer Electronics Show (CES 2026) in Las Vegas showcases advancements in humanoid robots from companies like Boston Dynamics and UTree Technology, with major tech firms launching next-generation humanoid robots [1] - Qualcomm introduced a next-generation robotics architecture that integrates hardware, software, and composite AI, along with a new high-performance robotics processor aimed at industrial AMRs and full-sized humanoid robots [1] - Hyundai Motor Group's Boston Dynamics presented a mass-production version of the Atlas humanoid robot, with plans to integrate it into a global network for real-world tasks starting in 2028 [1] Group 2 - Domestic companies are accelerating their entry into the humanoid robot sector through mergers, fundraising, and strategic collaborations, covering the entire industry chain from core components to applications [2] - By 2025, several humanoid robot manufacturers, including UTree Technology and UBTECH, are expected to achieve mass production, with more companies expanding capacity in 2026 [2] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots in 2026, marking the industry’s transition into a phase of mass production and commercial exploration [2] Group 3 - The humanoid robot market is expected to reach $5 trillion by 2050, with a deployment of 1 billion units, indicating significant market potential that attracts automotive companies [3] - There are 31 humanoid robot concept stocks predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, according to consensus from five or more institutions [3] - Stocks with over 30% upside potential include Zhiwei Intelligent, Softcom Power, Zhenyu Technology, Leisai Intelligent, and Xiangxin Technology, with Zhiwei Intelligent having the highest upside at 43.6% [3] Group 4 - As of January 6, five stocks have a rolling P/E ratio below 40, including Huqin Technology, Jihong Co., Tuobang Co., Dechang Co., and Jiechang Drive [4] - Huqin Technology has the lowest rolling P/E ratio at 24.25, with expectations of continued revenue growth in data business and optimization of product structure [4]

Group 1 - Humanoid robots are emerging as a highly promising frontier in technology, attracting attention from global tech giants and investors [1] - The 2026 CES will showcase a significant number of humanoid robots, with companies like Boston Dynamics and others presenting their latest advancements [2] - The CEO of Creative Strategies highlighted that the CES will feature a surge in humanoid robots, particularly from China, indicating a robust ecosystem [2] Group 2 - Hyundai Motor Group announced that Boston Dynamics will showcase a mass-produced version of the Atlas humanoid robot at CES 2026, aiming to integrate it into their global network for practical tasks [3] - The humanoid robot industry is entering a mass production phase, with several companies expected to achieve production milestones by 2025 and 2026 [4] - Tesla is projected to produce between 50,000 to 100,000 humanoid robots by 2026, marking the industry’s transition into a phase of mass production and commercial exploration [4] Group 3 - A significant number of A-share market stocks are positioned within the humanoid robot industry, with 31 stocks expected to see net profit growth exceeding 20% in 2026 and 2027 [5] - Stocks such as Zhimi Intelligent and Softcom Power are identified as having substantial upside potential, with predicted price increases exceeding 30% [5] - Zhimi Intelligent leads with a projected upside of 46.17%, focusing on embodied intelligence and various robotic applications [5][6] Group 4 - The rolling P/E ratio for Huqin Technology is noted to be the lowest at 24.3 times, with expectations of continued revenue growth in AI and server sectors [6] - The report indicates that the humanoid robot market is expected to reach a size of $5 trillion by 2050, with a deployment of 1 billion units, suggesting a significant market opportunity [4]

截至2025年12月31日收盘，软通动力（301236）报收于47.43元，较上周的46.67元上涨1.63%。本周， 软通动力12月29日盘中最高价报49.26元。12月29日盘中最低价报47.09元。软通动力当前最新总市值 451.98亿元，在IT服务板块市值排名5/119，在两市A股市值排名408/5181。 本周关注点 公司公告汇总 公司公告汇总：软通动力向特定对象发行股票获中国证监会同意注册批复。 公司公告汇总：本次定增拟募集资金不超过334,832.03万元，用于多个智能制造及算力项目。 公司公告汇总：募投项目存在产能消化及折旧摊销影响未来业绩的风险提示。 关于向特定对象发行股票申请获得中国证券监督管理委员会同意注册批复的公告指出，公司已于近日收 到中国证监会出具的《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》（证监许可〔2025〕2907号），同意公司向特定对象发行股票的注册申请。批复自同意注册之日起 12个月内有效。公司将严格按照报送深圳证券交易所的申报文件和发行方案实施发行。如发生重大事 项，将及时报告深圳证券交易所并按相关规定处理。公司董事会将依据相关要求及 ...