1月20日，软通动力大宗交易成交22.9万股，成交额1030.5万元，占当日总成交额的1.03%，成交价45元，较市场收盘价50.16 元折价10.29%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-20 | 301236 | 软通动力 | 45.00 | 7.00 | 315.00 | 国信证券股份有限 | 中信建投证券股份 | | | | | | | | 公司福州五一中路 | 有限公司北京海淀 | | | | | | | | 证券营业部 | 分公司 | | 2026-01-20 | 301236 | 软通动力 | 45.00 | 4.70 | | 211.50 中信建投证券股份 | 中信建投证券股份 | | | | | | | | 有限公司北京望京 | 有限公司北京海淀 | | | | | | | | 证券营业部 | 分公司 | | 2026- ...

Core Viewpoint - Softstone Power has experienced significant trading activity, with 9 block trades totaling 480,000 shares and a transaction value of 21.6 million yuan, indicating a notable interest from institutional investors [1][2]. Trading Activity - On January 19, 2023, Softstone Power recorded 9 block trades with a total volume of 480,000 shares and a total transaction amount of 21.6 million yuan [1]. - The transaction price was set at 45.00 yuan per share, reflecting an 11.78% discount compared to the closing price of 51.01 yuan on the same day [1][2]. - Over the past three months, the stock has seen a cumulative total of 42 block trades, amounting to 216 million yuan [1]. Institutional Participation - Among the block trades, institutional proprietary seats were involved in 3 transactions, with a total transaction amount of 6.075 million yuan, indicating a net buying position of 6.075 million yuan [1]. Stock Performance - The closing price of Softstone Power on January 19 was 51.01 yuan, which represented a decrease of 0.97% for the day [1]. - The stock has experienced a cumulative decline of 6.21% over the past five days, with a total net outflow of 570 million yuan during this period [1]. Margin Financing - The latest margin financing balance for Softstone Power stands at 2.382 billion yuan, having increased by 219 million yuan over the past five days, reflecting a growth rate of 10.10% [2].

Summary of Key Points Core Viewpoint - On January 16, 2026, SoftTech Power executed a block trade of 1.226 million shares, amounting to 55.783 million yuan, which represented 3.31% of the total trading volume for the day. The transaction price was 45.5 yuan, reflecting an 11.67% discount compared to the market closing price of 51.51 yuan [1]. Group 1: Transaction Details - The block trade involved a total of 1.226 million shares at a price of 45.5 yuan per share [1]. - The total transaction value was 55.783 million yuan [1]. - The transaction accounted for 3.31% of the total trading volume on that day [1]. Group 2: Trading Breakdown - The trade included multiple transactions with various institutional buyers, with the largest single transaction being 30,000 shares valued at 1.365 million yuan [2]. - The majority of the shares were sold by CITIC Securities, with multiple branches involved in the transactions [2]. - The average transaction price of 45.5 yuan was significantly lower than the market closing price, indicating a strategic move by institutional investors [1][2].

Core Viewpoint - The company, Softstone Information Technology (Group) Co., Ltd., has announced a change in its continuous supervision sponsor representative for its initial public offering (IPO) on the Shenzhen Stock Exchange's ChiNext board [1]. Group 1 - The company received a letter from CITIC Jianzhong Securities regarding the change of its continuous supervision sponsor representative [1]. - CITIC Jianzhong was originally represented by Huang Yaying and Xu Jie as the continuous supervision sponsor representatives for the company's IPO [1]. - Huang Yaying will no longer serve in this role due to personal work adjustments, and Chen Zehao has been appointed to take over the responsibilities [1].

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].

Group 1 - The stock of Softcom Power experienced a decline of 3.51% on January 13, closing at 52.48 yuan [1] - A block trade occurred with a total volume of 140,000 shares and a transaction amount of 6.79 million yuan, with the first transaction price at 48.50 yuan, reflecting a premium rate of -7.58% [1] - Over the past three months, the stock has recorded two block trades with a cumulative transaction amount of 9.59 million yuan [1] Group 2 - In the last five trading days, the stock has increased by 7.61%, while the net outflow of main funds totaled 73.17 million yuan [1]

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]