（一）本次股份解除质押基本情况 | 股东名称 | 是否为控股股东或 第一大股东及其一 | 本次解除质 押数量（股） | 占其所持股 份比例 | 占公司总 股本比例 | 质押起始日 | | 解除质押日 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | | | | | | 刘天文 | 是 | 19,500,000 | 8.61% | 2.05% | 2024 年 9 | 月 | 2025 年 | 9 月 | 中原信托有限 | | | | | | | 2 日 | | 16 日 | | 公司 | （二）股东股份累计质押情况 证券代码：301236 证券简称：软通动力 公告编号：2025-079 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（ ...

Core Insights - The software service index has shown a slight increase, with notable gains in specific stocks such as Kingsoft Office and Tuowei Information, indicating a positive trend in the software sector [1][3]. Market Performance - The software ETF experienced a turnover of 4.37% with a transaction volume of 196 million yuan, and it has the highest average daily transaction volume of 583 million yuan over the past month among comparable funds [3]. - The software ETF has seen a significant growth of 1.543 billion yuan in scale over the past three months, leading in new scale among comparable funds [3]. - The ETF's net value has increased by 21.34% over the past three years, with the highest single-month return reaching 39.35% since its inception [3]. Industry Trends - The value in the computer and software development industry is currently concentrated among upstream core technology suppliers, which enjoy high bargaining power and profit margins due to technological barriers [4]. - As technology advances and production scales up, hardware costs are expected to decline, shifting industry value towards software and services, with intelligent algorithms and continuous services becoming key growth areas [4]. - Future business models are anticipated to evolve from hardware-centric to an integrated model of "hardware + software + ecosystem services," maximizing value and profit through software platforms and ecosystems [4]. Key Stocks - The top ten weighted stocks in the software service index account for 62.05% of the index, with notable companies including iFlytek, Kingsoft Office, and Tonghuashun [4][6]. - The performance of key stocks includes iFlytek at 0.79%, Kingsoft Office at 1.47%, and Tuowei Information at 1.27%, indicating a mixed performance among the top players [6].

Core Viewpoint - Softcom Power's stock price has shown fluctuations, with a recent increase of 2.15% and a total market capitalization of 54.422 billion yuan as of September 16. The company has experienced a year-to-date decline of 2.56% but a recent five-day increase of 7.19% [1] Company Overview - Softcom Power Information Technology (Group) Co., Ltd. was established on November 4, 2005, and listed on March 15, 2022. The company is located 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 includes software and digital technology services (56.52%), computing products and smart electronics (42.81%), digital energy and intelligent computing services (0.61%), and others (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, showing 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 Information - 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 [3]

从解禁量来看，2家公司解禁股数超千万股。长虹能源、软通动力、华大九天解禁量居前，解禁股数分 别为1.1亿股、1.03亿股、249.58万股。 从解禁市值来看，2家公司解禁股数超亿元。软通动力、长虹能源、宁德时代解禁市值居前，解禁市值 分别为57.51亿元、41.43亿元、5.7亿元。 每经AI快讯，Wind数据显示，周二（9月16日），共有9家公司限售股解禁，合计解禁量为2.21亿股，按 最新收盘价计算，合计解禁市值为108.67亿元。 从解禁股数占总股本比例来看，2家公司解禁比例超10%。长虹能源、软通动力、星昊医药解禁比例居 前，解禁比例分别为60.28%、10.79%、1.49%。 （文章来源：每日经济新闻） ...

Group 1 - The company plans to raise up to 3.378 billion yuan for projects related to smart manufacturing and intelligent computing centers [1] - The Shenzhen Stock Exchange has issued an inquiry letter regarding the company's financial status and previous fundraising projects [1] - The company's gross profit margin has significantly declined from 21.25% in 2022 to 10.62% in the first half of 2025, indicating a continuous weakening of its main business profitability [1] Group 2 - The company's net profit for 2023 and 2024 is projected to be 462 million yuan and 72 million yuan, respectively, showing a substantial decrease [1] - The company attributes the decline in profitability to industry competition and flexible pricing strategies in response to customer demand fluctuations [1] - The company has outlined specific measures to address these challenges, including expanding market share, optimizing cost structure, and upgrading technology [1] Group 3 - As of March 31, 2025, the company has 3.95 billion yuan in cash but is burdened with 4.404 billion yuan in short-term loans and 1.727 billion yuan in long-term loans, totaling 6.131 billion yuan [1] - The company states that cash is used to ensure employee salaries and raw material procurement, while significant prepayments have led to capital occupation, necessitating borrowing to maintain operations [1] - The execution status of previous fundraising projects is under scrutiny, with only 3.379 billion yuan of the 4.630 billion yuan raised in the 2022 IPO invested by March 31, 2025, and several projects significantly delayed [1] Group 4 - Core projects, such as the delivery center, have been postponed from the original completion date of the end of 2022 to the end of 2026, resulting in a delay of four years [1]

Core Viewpoint - On September 15, a total of 16 listed companies had their restricted shares unlocked, with a total market value of approximately 17.991 billion yuan [1] Group 1: Companies and Their Restricted Shares - Shaanxi Guo Power (陕鼓动力) unlocked 435,600 shares under equity incentive restrictions [1] - Chuangli Group (创力集团) unlocked 3.936 million shares under equity incentive restrictions [1] - Shengquan Group (圣泉集团) unlocked 478,500 shares under equity incentive restrictions [1] - Yingke Medical (英科医疗) unlocked 995,400 shares under equity incentive restrictions [1] - Ruixin Microelectronics (瑞芯微) unlocked 4,500 shares under equity incentive restrictions [1] - Tongcheng New Materials (彤程新材) unlocked 1.5893 million shares under equity incentive restrictions [1] - Softcom Power (软通动力) unlocked 27.3 million shares with an extended lock-up period [1] - Weiman Sealing (唯万密封) unlocked 66.672 million shares prior to issuance restrictions [1] - Wuxi Zhenhua (无锡振华) unlocked 1.005 million shares under equity incentive restrictions [1] - Hangyu Technology (航宇科技) unlocked 798,600 shares [1] - Gaoling Information (高凌信息) unlocked 40 million shares [1] - Weijie Chuangxin (唯捷创芯) unlocked 8.5394 million shares [1] - Silin Jie (思林杰) unlocked 24.5305 million shares [1] - Kejie Intelligent (科捷智能) unlocked 20 million shares [1] - Juquan Technology (钜泉科技) unlocked 39.8841 million shares [1] - Shengke Communication (盛科通信) unlocked 1.5 million shares [1]

Core Viewpoint - The company is responding to an inquiry from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, highlighting its financial performance and business integration following recent acquisitions [1] Financial Performance and Business Situation - The company's gross profit margins have declined over the reporting period, with rates of 21.25%, 19.25%, 12.42%, and 10.61%, primarily due to pricing pressures from telecommunications clients and high raw material costs in newly acquired hardware businesses [2] - The net profit attributable to the parent company has significantly decreased, with figures of 46,175.43 million and 7,246.59 million, reflecting declines of 44.89% and 84.31% year-on-year, attributed to market demand fluctuations and increased integration costs from acquisitions [2] Business Integration and Sales Model - Following the acquisition of Softcom Computer and Zhihong International in 2024, the integration of computing products and smart electronics has shown positive results, with stable gross margins and minimal goodwill impairment risk [3] - The sales model combines direct sales and distribution, with no significant deviations from pre-acquisition practices, and the quality of accounts receivable remains strong with reasonable bad debt provisions [3] Fundraising Project Details - The fundraising projects are closely related to existing business operations, focusing on upgrading computing products and smart electronics, as well as expanding digital energy and intelligent computing services [4] Flexible Production and Capacity Planning - The company's current production capacity is constrained by product models and automation levels, necessitating the proposed capacity expansion to meet future demand growth in key markets [5] Benefit Assessment - The benefit assessment for the proposed projects is based on reasonable assumptions, indicating that the gross profit margins for new products will exceed those of existing operations, ensuring a cautious and rational approach to financial projections [6]

Group 1 - The company Softstone announced that approximately 273 million restricted shares will be unlocked and listed for trading on September 16, 2025, accounting for about 28.61% of the total share capital [1][1][1] - For the first half of 2025, Softstone's revenue composition is as follows: high technology and manufacturing 31.51%, communication equipment 29.12%, internet services 23.39%, finance 10.31%, and other businesses 5.66% [1][1][1] - As of the report date, Softstone's market capitalization is 52.6 billion yuan [1][1][1]

软通动力信息技术（集团）股份有限公司 首次公开发行前部分已发行股份上市流通提示性公告 证券代码：301236 证券简称：软通动力 公告编号：2025-077 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： 公司首次公开发行网下配售限售股份 5,037,960 股已于 2022 年 9 月 15 日上市 流通，具体内容详见公司于 2022 年 9 月 14 日在巨潮资讯网（www.cninfo.com.cn） 披露的《首次公开发行网下配售限售股上市流通提示性公告》。公司首次公开发行 前部分已发行股份及战略配售股份 296,052,136 股已于 2023 年 3 月 22 日上市流通， 具体内容详见公司于 2023 年 3 月 21 日在巨潮资讯网（www.cninfo.com.cn）披露的 《首次公开发行前部分已发行股份及战略配售股份上市流通提示性公告》。 2023 年 5 月 16 日，公司 2022 年度股东大会审议通过《关于 2022 年度利润分 配及资本公积金转增股本预案的议案》,2022 年度公司不派发现金股利，不送红股， 以资本公积金向 ...

中信建投证券股份有限公司 关于软通动力信息技术（集团）股份有限公司 首次公开发行前部分已发行股份上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作为软 通动力信息技术（集团）股份有限公司（以下简称"软通动力"或"公司"）首次公 开发行股票并在创业板上市的保荐人。根据《证券发行上市保荐业务管理办法》 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交 易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—— 创业板上市公司规范运作》等有关规定，对软通动力首次公开发行前部分已发行 股份上市流通的事项进行了核查，具体情况如下： 一、首次公开发行股票和本次解除限售股份等情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意软通动力 信息技术（集团）股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 123 号）同意注册，公司首次公开发行人民币普通股（A 股）股票 6,352.9412 万 股，并于 2022 年 3 月 15 日在深圳证券交易所（以下简称"深交所"）创业板上 市。公司首次公开发行前总股本 360,00 ...