Group 1 - The AI PC concept sector experienced a decline of 1.31%, ranking among the top declines in the concept sector, with notable declines from companies such as Sihua New Materials, Demingli, and Longqi Technology [1][2] - Among the AI PC concept stocks, only four saw price increases, with China Great Wall rising by 7.84%, Geling Deep Vision by 2.36%, and Haopeng Technology by 2.14% [1][3] - The AI PC concept sector had a net inflow of 783 million yuan from main funds, despite 30 stocks experiencing net outflows, with Softcom Power leading the outflow at 102 million yuan [2][3] Group 2 - The top gainers in today's concept sectors included Glyphosate with a rise of 6.09%, Dairy Industry at 3.55%, and Supply and Marketing Cooperatives at 2.72%, while the AI PC concept was among the laggards [2] - The main funds saw significant net outflows from several companies, including Changying Precision, Baiwei Storage, and Pengding Holdings, with outflows of 95 million yuan, 52 million yuan, and 51 million yuan respectively [2][3] - The leading stocks for net inflow included China Great Wall with 1.245 billion yuan, Shenghong Technology with 87 million yuan, and Yuncong Technology with 19 million yuan [2][3]

Core Viewpoint - Softcom Power is planning a refinancing to enhance its industrial layout, focusing on the AI sector, despite having unutilized funds from previous fundraising efforts [1][2]. Group 1: Financing and Investment Plans - The company intends to raise up to 3.378 billion yuan through a private placement to specific investors, targeting four major projects: the Beijing-Tianjin-Hebei Soft Communication Innovation Manufacturing Base, AIPC Intelligent Manufacturing Base, Huailai Intelligent Computing Center (Phase I), and the intelligent upgrade of computer production workshops [1][2]. - The funds raised will support the company's strategy of integrating software and hardware, aiming for a comprehensive intelligent service platform [2][4]. Group 2: Financial Performance and Challenges - Softcom Power has faced declining profitability, with a significant drop in net profit attributed to increased interest expenses from strategic acquisitions and rising sales costs [5][7]. - The company's net profit for 2024 is projected to be only 14.3% of its 2020 figure, with a substantial decline in net profit margin over the years [7][8]. - As of the end of March, the company reported a net loss of 198 million yuan for the first quarter of 2024, indicating ongoing financial pressure [8]. Group 3: Research and Development - The company's R&D investment has decreased over the past two years, with the proportion of R&D spending relative to revenue falling from 5.75% in 2022 to 3.11% in 2024 [8][9]. - This reduction in R&D spending raises concerns about the company's future competitiveness in the market [9].

证券代码：301236 证券简称：软通动力 公告编号：2025-053 软通动力信息技术（集团）股份有限公司 关于股东股份质押的公告 刘天文先生保证向公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 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"）于近日接到股 东刘天文先生函告，获悉其质押了持有的公司部分股份，具体事项如下： 注：上述股东名称以中国证券登记结算有限责任公司深圳分公司下发为准。 二、其他相关情况说明 根据刘天文先生函告：刘天文先生及其一致行动人质押股份数量占其所持公 司股份数量比例未达到或超过50%，上述质押股份不存在负担重大资产重组等业 绩补偿义务，其资信状况良好，具备良好的资金偿还能力，质押风险可控，不存 在平仓风险，不会对公司生产经营、公司治理等产生影响，也不会导致公司实际 控制权发生变更。刘天文先生将密切关注自身质押情况，保持与质权人的及时沟 通，做好股份质押的管理工作，并按规定及时告知公司股份质押后续进展，履行 可能的信息披露义务。 一、股东股份质押基本情 ...

Group 1: Strategic Layout and Technological Development - The company is advancing its autonomous strategy with a focus on the open-source HarmonyOS ecosystem, particularly through its subsidiary Honghu Wanlian [3][4] - The company has developed over 50 components to support the HarmonyOS ecosystem, facilitating the launch of thousands of applications across various industries [5][6] - The company has established partnerships with over 500 ecological brand partners and integrated more than 1,200 ecological products [6] Group 2: Product Innovations and Releases - Multiple innovative products were launched on April 29, including the AI operating system Tianxing OS and the Tianhui Smart Space Platform 3.0 [7][8] - The Tianxing OS supports multi-modal interactions and provides efficient, flexible, and secure system-level solutions for the automotive industry [8] - The Tianhui Smart Space Platform 3.0 integrates AI algorithms and data intelligence, covering various smart scenarios [8] Group 3: Artificial Intelligence Initiatives - The company has released several AI solutions, including the Ascend DeepSeek Professional Service Solution and the Smart Campus Joint Solution [9][10] - The Ascend DeepSeek solution offers comprehensive technical support for AI application deployment [10] - The company has established an AI Engineering Research Institute focusing on data, model, and application engineering [11][12] Group 4: Financial Performance and Future Plans - In 2024, the company achieved a revenue of 31.316 billion CNY, a year-on-year increase of 78.13%, with a net profit of 180 million CNY [14][15] - For Q1 2025, the company reported a revenue of 7.011 billion CNY, a 28.65% increase year-on-year, but a net loss of 197 million CNY [15] - The company plans to raise up to 3.378 billion CNY through a private placement to fund various strategic projects, enhancing its capabilities in the intelligent manufacturing and AI sectors [15]

Group 1 - Shenzhen Kaihong Digital Industry Development Co., Ltd. launched the first open-source Harmony-based robot operating system, M-RobotsOS, at the inaugural Shenzhen Kaihong Innovation Technology Conference on May 24 [1] - The M-RobotsOS will officially launch a series of intelligent robots named "Yu" within three months, including drones, quadruped robotic dogs, and mobile robots, focusing on open-source Harmony development for developers [1] - The robot operating system supports AI large models and control algorithms, managing various underlying hardware, and is considered the "foundation" for robot operations [1] Group 2 - The robot industry is transitioning from functionality to practicality (scalability), increasing the demand for software, particularly operating systems, in terms of security, reliability, and real-time performance [1] - The accelerated development of domestic Harmony-based robot operating systems will provide technical support and empowerment for humanoid robot manufacturers, opening up growth potential [1] - It is predicted that one million robots will drive over 21 billion yuan in operating system market demand [1] Group 3 - Shengtong Co., Ltd.'s subsidiary, Zhongming Robotics, is developing robot products based on the Harmony system, uniquely combining OpenHarmony with modular building to enhance usability [2] - Ruijun Power is one of the first participants in the Harmony ecosystem, building a key technology system for embodied intelligence in robots and collaborating with Zhiyuan Robotics for diverse application scenarios [2]

软通动力（301236）公告，股东刘天文持有的770万股公司股份已解除质押，占其所持股份的3.40%， 占公司总股本的0.81%。此次解除质押的股份原质押起始日为2023年10月31日，解除质押日为2025年5 月22日，质权人为云南国际信托有限公司。刘天文及其一致行动人目前共持有公司2.26亿股，占公司总 股本的23.75%，其中质押股份数量为1.09亿股，占其所持股份的48.08%，占公司总股本的11.42%。 ...

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 年第二次临时股东大会的 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 2025 年第二次临时股东大会的 法律意见书 致：软通动力信息技术（集团）股份有限公司 法律意见书 二〇二五年五月 本所律师出具本法律意见书基于公司向本所律师提供的一切原始材料、副本、复 印件等材料、口头证言均是真实、准确、完整和有效的，不存在隐瞒记载、虚假 陈述或重大遗漏，有关文件的印章和签字均真实、有效，有关副本、复印件等材 料均与原始材料一致。 在本法律意见书中，本所律师仅对本次股东大会的召集、召开程序、出席本 次股东大会人员和召集人的资格、会议表决程序及表决结果是否符合《公司法》 《股东会规则》等相关法律、行政法规及《公司章程》的规定发表意见，并不对 会议审议的议案内容以及该等议案所表述的事实或数据的真实性及准确性发表 意见。本所律师仅就与本次股东大会有关的中国境内法律问题发表法律意见，而 未对有关财务、会计、验资及审计、评估、投资决策等非法律专业事项及中国境 外法律事项发表意见。 本所同意将本法律意见书作为本次股东大会的公告材料，随同其他会 ...

证券代码：301236 证券简称：软通动力 公告编号：2025-052 软通动力信息技术（集团）股份有限公司 关于股东部分股份解除质押的公告 刘天文先生保证向公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 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"）于近日接到股 东刘天文先生函告，获悉其持有的公司部分股份解除了质押，具体事项如下： 一、股东股份解除质押基本情况 （一）本次股份解除质押基本情况 | | 是否为控股股东 | 本次解除质 | 占其所持股 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 或第一大股东及 | 押数量 | 份比例 | 股本比例 | 质押起始日 | 解除质押日 | 质权人 | | | 其一致行动人 | （股） | | | | | | | 刘天文 | 是 | 7,700,000 | 3.40% | 0.81% | 2023 年 10 | 2025 年 5 | ...

证券代码：301236 证券简称：软通动力 公告编号：2025-051 软通动力信息技术（集团）股份有限公司 2025年第二次临时股东大会决议公告 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。 特别提示： 1、本次股东大会未出现否决提案的情形； 2、本次股东大会未涉及变更以往股东大会已通过的决议的情形。 一、会议召开和出席情况 （一）会议的召开情况 1、会议召开时间 （1）现场会议召开时间：2025 年 5 月 23 日（星期五）下午 14:50； （2）网络投票时间：2025 年 5 月 23 日（星期五） 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 5 月 23 日（星期五）上午 9:15–9:25，9:30-11:30，下午 13:00-15:00；通过深圳证 券交易所互联网投票系统（http://wltp.cninfo.com.cn）进行网络投票的具体时间为： 2025 年 5 月 23 日（星期五）9:15-15:00 期间的任意时间。 2、会议召开地点：北京市海淀区东北旺西路 8 号 4 号楼 AB 座建国铂萃酒 店四 ...

Group 1 - Huawei Pangu concept declined by 1.56%, ranking among the top declines in the concept sector [1][2] - The concept sector saw a net outflow of 726 million yuan, with 23 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 30 million yuan [2][3] - The top net outflow stock was Tuowei Information, with a net outflow of 205 million yuan [2][3] Group 2 - Among the stocks in the Huawei Pangu concept, the top gainers were Advanced Shutong, Changshan Beiming, and Jihong Co., with increases of 1.91%, 0.46%, and 0.21% respectively [1][2] - The stocks with the largest net outflows included Changshan Beiming, Softcom Power, and Kela Software, with net outflows of 98.8 million yuan, 96.8 million yuan, and 47.3 million yuan respectively [2][3] - The overall market performance showed that the Huawei Pangu concept was among the sectors with significant capital outflows today [2][3]