Investment Rating - The report maintains a "Positive" rating for the computer industry, expecting the industry index to outperform the market index by over 5% in the next six months [38]. Core Insights - The computer sector index fell by 5.29% from March 2 to March 6, underperforming the CSI 300 index by 4.22 percentage points, ranking 29th among other industries [11][14]. - Notable stock performances included Nanjing Digital, which rose by 26.53%, Koyuan Wisdom at 17.64%, and Zhongke Xingtou at 15.21%. Conversely, *ST Guohua fell by 22.61%, Dahua Intelligent by 18.57%, and Jiechuang Intelligent by 13.96% [14][15]. - OpenAI has released its latest model, GPT-5.4, which is touted as the most capable and efficient model for professional tasks, enhancing capabilities in reasoning, programming, and workflow management [34][35]. Summary by Sections Market Review - The computer industry index decreased by 5.29% during the week of March 2-6, while the CSI 300 index dropped by 1.07%, indicating a significant underperformance of the computer sector [11][14]. Key Developments 1. OpenAI has reached an agreement with the U.S. Department of Defense, allowing the use of its AI models in confidential networks, following the ban on competitor Anthropic [16][18]. 2. NVIDIA has invested $4 billion in two optical companies, Lumentum and Coherent, to advance next-generation silicon photonics technology, crucial for AI infrastructure [20][21]. 3. The MWC 2026 highlighted AI and 6G technologies, with significant participation from Chinese companies showcasing innovations in smart infrastructure and AI applications [24][25]. 4. MiniMax has launched the MaxClaw feature on its app, enhancing user capabilities and addressing previous service load issues [30]. 5. Google has identified quantum computing, robotics, and AI-driven drug development as its three core growth engines for the future [31][33]. 6. OpenAI's GPT-5.4 model introduces advanced capabilities, including the ability to operate computers directly and improved long-text processing [34][36].

证券代码：301638 证券简称：南网数字 公告编号：2026-005 南方电网数字电网研究院股份有限公司 关于股票交易异常波动的公告 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。 一、股票交易异常波动的具体情况 4、公司、控股股东在股票异常波动期间不存在买卖公 司股票的情形； — 1 — 5、公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证 券交易所创业板股票上市规则》等有关规定应予以披露而未 披露的事项或与该事项有关的筹划、商谈、意向、协议等； 董事会也未获悉本公司有根据《深圳证券交易所创业板股票 上市规则》等有关规定应予以披露而未披露的、对本公司股 票及其衍生品种交易价格产生较大影响的信息。公司前期披 露的信息不存在需要更正、补充之处。 南方电网数字电网研究院股份有限公司（以下简称"南 网数字"或"公司"）股票交易价格连续两个交易日内（2026 年 3 月 6 日和 2026 年 3 月 9 日）收盘价格涨幅偏离值累计超 过 30%。根据《深圳证券交易所交易规则》的有关规 ...

数字电网是基于"云大物移智链"等新一代数字技术，以能源和数据为关键要素，推动电力与算力深度融 合，促进算力绿色高效、节能降碳的新技术、新装备和新业态发展，以电力支撑算力、以算力赋能电 力，实现高水平电力供需平衡。 当前人工智能行业进入爆发期，据统计："东数西算"枢纽节点已建成智算规模62万PFlops，全社会对算 力的需求年均增速超过43%。预计算力中心2030年用电量将达7000亿度，约占全社会用电量的5.3%，电 力已成为数智赋能制造业升级的关键变量。 2026年2月24日下午，在广东省高质量发展大会产业融合与政策创新分会场上，南方电网数字电网研究 院股份有限公司董事长刘育权分享了数字电网推动产业融合的实践经验。 近年来，南方电网落实国家战略部署，提出"以数字化绿色化协同促进新型电力系统和新型能源体系建 设"，聚焦产业链视角，以数字电网"云管边端芯"为切入点，辐射带动上下游企业，构建了技术完备、 自主可控、融合赋能的产业链生态圈。 刘育权表示，南方电网率先实施了算电协同行动。例如，建成覆盖南方五省区的坚强智能电网，供电可 靠性达99.99%以上，为数据中心提供高可靠供电；依托电碳算协同运营系统，通过算力任 ...

Group 1 - The price of spot gold surged, breaking the $5200 per ounce mark with an increase of 1.38% as of the report time [1] - A-shares of gold-related stocks generally rose in response to the increase in gold prices [1] Group 2 - Spot silver also experienced a strong rise, surpassing $90 per ounce with an intraday increase of over 4% [3] - The main contract for silver on the Shanghai Futures Exchange rose by 5%, reaching 23138 yuan per kilogram [3] - The Guotou Silver LOF saw a significant increase of over 9% [3] Group 3 - Gold stock ETFs showed a positive trend, with a 1.30% increase to 2.658 [2] - Notable gold stocks included: - Zhongjin Gold with a 9.12% holding ratio, increasing by 1.41% to 31.54 [2] - Zijing Mining with a 3.94% holding ratio, increasing by 1.77% to 44.800 [2] - Shandong Gold with a 4.18% holding ratio, increasing by 0.68% to 41.580 [2]

证券日报网讯 2月13日，南网数字在互动平台回答投资者提问时表示，公司营业收入呈现一定的季节性 特征，第四季度收入占比较高，对全年经营业绩及利润水平影响较大。2025年第三季度利润增长主要系 收入确认进度加快所致，对全年利润总额影响有限。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the news is that Nanfang Electric Power Digital Grid Research Institute Co., Ltd. has shown significant financial performance and market activity, with a notable increase in revenue and net profit year-on-year [2] - On February 12, Nanfang Digital's stock rose by 3.04%, with a trading volume of 563 million yuan, indicating positive market sentiment [1] - The company reported a financing buy-in amount of 44.83 million yuan and a net financing outflow of 448.82 thousand yuan on the same day, with a total financing balance of 295 million yuan, representing 5.78% of its market capitalization [1] Group 2 - Nanfang Digital's main business segments include digital grid, enterprise digitalization, and digital infrastructure, with the largest revenue contribution coming from digital grid IoT sensing devices at 30.37% [2] - For the period from January to September 2025, the company achieved a revenue of 2.779 billion yuan, reflecting a year-on-year growth of 31.88%, and a net profit of 158 million yuan, which is a remarkable increase of 464.76% [2] - As of November 18, 2025, the number of shareholders reached 201,700, showing a significant increase of 1,440,400% compared to the previous period [2]

证券日报网讯2月11日，南网数字（301638）在互动平台回答投资者提问时表示，根据《深圳证券交易 所创业板股票上市规则》等规定，公司暂未达到强制披露年度业绩预告的标准。目前公司年报尚在编制 中，具体业绩请届时查阅公司发布的年度报告。 ...

Group 1 - The core viewpoint of the news is that Nanfang Electric Power Digital Grid Research Institute Co., Ltd. has shown significant growth in revenue and net profit, indicating a strong performance in the digital grid sector [2] - As of February 10, Nanfang Digital's financing balance reached 299 million yuan, accounting for 6.01% of its market capitalization [1] - The company reported a revenue of 2.779 billion yuan for the period from January to September 2025, representing a year-on-year growth of 31.88% [2] Group 2 - The company's main business segments include digital grid, enterprise digitalization, and digital infrastructure, with the largest revenue contribution coming from digital grid IoT sensing devices at 30.37% [2] - The number of shareholders increased significantly to 201,700, reflecting a growth of 1,440,400% compared to the previous period [2] - The net profit attributable to the parent company for the same period was 158 million yuan, showing a remarkable year-on-year increase of 464.76% [2]

格隆汇2月10日丨南网数字(301638.SZ)在投资者关系中表示，有被问到：公司未来人员规模变化趋势？ 答：公司将遵循"与业务增长动态匹配"的原则制定人员规划，预计未来人员规模将保持增长态势。 ...

格隆汇2月10日丨南网数字(301638.SZ)在投资者关系中表示，有被问到：公司未来人员规模变化趋势？ 答：公司将遵循"与业务增长动态匹配"的原则制定人员规划，预计未来人员规模将保持增长态势。 ...