关于持股 5%以上股东减持股份达到 1%整数倍的公告 公司股东北京北明伟业控股有限公司及一致行动人李锋先生、应华江先生保证向 本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公告内容与信息披露义务人提供的信息一致。 石家庄常山北明科技股份有限公司（下称"公司"）于 2025 年 8 月 21 日收到公 司 5%以上股东北京北明伟业控股有限公司（以下简称"北明控股"）及一致行动人李 锋先生、应华江先生出具的《北京北明伟业控股有限公司及一致行动人关于股份变动情 况的告知函》。现将有关情况公告如下： 2 | 2025-048）；北明控股及一致行动人委托公司于 | 年 | 月 | 日披露了《关于持股 | 5%以上股东 | 2025 | 7 | 25 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 减持股份达到 | 1%整数倍的公告》（公告编号： | 2025-049）；北明控股及一致行动人实际减持情况 | | | | | | | | | | ...

Group 1 - The main stocks with significant capital outflow include Shenghong Technology (-1 billion), Industrial Fulian (-0.876 billion), and Wolong Electric Drive (-0.691 billion) [1] - The sectors affected by the capital outflow include electronic components, consumer electronics, and motors [2][3] - The largest percentage drop in stock prices was observed in Jintian Co. (-9.97%) and Wolong Electric Drive (-8.29%) [2][3] Group 2 - The total capital outflow from the top 20 stocks amounts to approximately 46.5 billion [1] - Other notable stocks with significant outflows include Yunnan Geology (-0.538 billion) and Dongfang Wealth (-0.521 billion) [1][2] - The communication equipment sector also experienced notable outflows, with companies like Tianfu Communication and Hainengda seeing outflows of 0.372 billion and 0.498 billion respectively [2][3]

Core Viewpoint - The financial performance of Changshan Beiming (000158) shows significant improvement in revenue and net profit, indicating a positive trend in the company's operational efficiency and profitability. Financial Performance Summary - The total revenue for the first half of 2025 reached 3.722 billion yuan, a year-on-year increase of 30.77% compared to 2.846 billion yuan in 2024 [1] - The net profit attributable to the parent company was -92.9944 million yuan, showing a year-on-year improvement of 63.39% from -254 million yuan in 2024 [1] - In Q2 2025, total revenue was 2.475 billion yuan, up 27.25% year-on-year, with a net profit of 6.7676 million yuan, reflecting a 105.83% increase [1] - The gross profit margin increased by 4.28% year-on-year to 10.99%, while the net profit margin improved by 72.23% to -2.53% [1] Cost and Expense Analysis - Total selling, administrative, and financial expenses amounted to 375 million yuan, accounting for 10.06% of revenue, a decrease of 36.13% year-on-year [1] - The company reported a decrease in net assets per share to 3.3 yuan, down 5.92% year-on-year [1] - Operating cash flow per share was -0.49 yuan, an increase of 37.15% year-on-year [1] Asset and Liability Changes - Cash and cash equivalents decreased by 16.54%, attributed to increased orders and fixed asset investments [1] - Accounts receivable increased by 12.78% to 2.923 billion yuan, while inventory rose by 39.91% due to unfinished projects [2] - Long-term borrowings increased by 48.43% due to project loans and debt structure optimization [5] Revenue Drivers - The increase in total revenue by 30.77% was primarily driven by higher income from integrated business operations [7] - Research and development expenses rose by 43.38%, indicating a focus on innovation and product development [9][17] Profitability Metrics - The operating profit increased by 69.86%, driven by higher revenue and gross profit [22] - The total profit increased by 68.6%, reflecting improved operational performance [25] - The net profit attributable to the parent company increased by 63.39%, indicating a positive trend in profitability [27] Investment and Financing Activities - Cash flow from investing activities decreased significantly due to increased purchases of computing service equipment [10] - Cash flow from financing activities increased by 351.97%, reflecting new borrowings and financing leases [10]

Core Viewpoint - The report highlights the positive transformation and growth of Changshan Beiming, with significant revenue increase and strategic partnerships, despite current losses in net profit due to business restructuring [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 3.722 billion yuan, a year-on-year increase of 30.77% [1]. - Net profit saw a substantial narrowing of 63.39% compared to the previous year, attributed to the divestment of the textile business and the introduction of new energy and smart industry sectors [1]. Strategic Partnerships - Changshan Beiming is a key strategic partner of Huawei, collaborating on the development of Huawei's Kunpeng and Ascend AI industries [1]. - The company received multiple awards from Huawei, including "Meritorious Partner Award" and "Best Service Award for Digital Transformation" [1]. Research and Development - The company invested 127 million yuan in R&D during the reporting period, marking a significant increase of 43.38% year-on-year [1]. - As of June 30, 2025, Changshan Beiming obtained 749 software copyrights, 32 invention patents, and 2 utility model patents [1]. Software and Information Technology Services - The software business has strengthened market competitiveness, with ongoing strategic collaborations with industry giants like Huawei and Hikvision [2]. - The company is actively advancing projects in digital government and digital economy, focusing on smart city initiatives across various provinces [2]. New Energy Development - As of June 30, 2025, Changshan Beiming has established 9 distributed photovoltaic projects with a total installed capacity of 13.5 MW [3]. - The company reported a photovoltaic revenue of 3.54 million yuan, a 105.8% increase from the previous year, and a net profit of 1.536 million yuan, up 89.6% [3]. Industry Outlook - The software and information technology service industry in China continues to show robust growth, with both revenue and profit experiencing double-digit increases [4]. - Changshan Beiming aims to focus on its core software business to enhance its market position [4].

Market Overview - A-shares experienced a rise with the Shanghai Composite Index and Shenzhen Component Index both increasing by 0.3%, while the ChiNext Index rose by 0.39% [1] - The total market turnover reached 1.68 trillion yuan, with over 3,200 stocks rising [2] Sector Performance - Strong performance was noted in sectors such as telecommunications, computers, food and beverage, and real estate, while sectors like defense, non-bank financials, and oil and petrochemicals saw a pullback [2] - The optical module sector rose by 4.74%, rare earths by 4.56%, and liquor by 3.43% [3] Pharmaceutical Sector - The pharmaceutical sector saw a surge, particularly in innovative drugs, with stocks like Tuo Jing Life, Fu Rui Shares, and Bo Ji Pharmaceutical hitting the daily limit of 20% increase [6][7] - Notable stock performances included Tuo Jing Life at 23.09 yuan (+20.01%), Fu Rui Shares at 72.23 yuan (+20.00%), and Bo Ji Pharmaceutical at 13.15 yuan (+19.98%) [7] AI and Manufacturing - Shanghai's government released an implementation plan to accelerate the integration of AI and manufacturing, aiming to support 3,000 manufacturing enterprises in adopting intelligent applications [10][11] - The plan includes the establishment of 10 benchmark models and 100 benchmark intelligent products, as well as promoting the application of industrial robots in key industries [11] Robotics and AI Stocks - Stocks related to robotics and AI computing saw significant gains, with companies like Nan Fang Precision Engineering hitting the daily limit and achieving a historical high [12] - Other companies such as Far East Holdings and Chongda Technology also experienced notable increases [13] Huawei HarmonyOS - Stocks related to Huawei's HarmonyOS were active, with Chengmai Technology hitting a 20% increase, while other companies like Runhe Software and Changshan Beiming also saw substantial gains [14]

Market Overview - A-shares have been rising recently, with the Shanghai Composite Index and Shenzhen Component Index both up by 0.3%, and the ChiNext Index up by 0.39% as of the morning of August 19 [2][3] - The total trading volume in the market reached 1.68 trillion CNY, with over 3,200 stocks experiencing gains [3] Sector Performance - Strong performance was observed in sectors such as telecommunications, computers, food and beverage, and real estate, while sectors like defense, non-bank financials, and oil and petrochemicals saw a pullback [3] - The optical module sector saw a significant increase, with a 4.74% rise, while rare earths and liquor sectors also performed well [4][5] Pharmaceutical Sector - The pharmaceutical sector experienced a surge, particularly in innovative drugs, with multiple stocks hitting the daily limit up [6][7] - Notable stocks included Tuo Jing Life Sciences, Fu Rui Shares, and Bo Ji Pharmaceuticals, all achieving a 20% increase [8] AI and Robotics Development - Shanghai has launched an initiative to accelerate the integration of AI and manufacturing, aiming to implement smart applications in 3,000 manufacturing enterprises and establish 10 benchmark smart factories [12] - The initiative also emphasizes the deployment of industrial robots in high-risk and repetitive tasks to enhance production efficiency and safety [12] Stock Performance in Robotics and AI - Stocks related to robotics and AI saw a collective rise, with companies like Nan Fang Precision Engineering hitting the daily limit up and reaching a historical high [13] - Other companies such as Yuan Dong Shares and Chongda Technology also experienced significant gains [14] Smartphone Market Trends - The smartphone market in China saw a 4.1% decline in shipments in Q2, totaling 68.86 million units, ending a six-quarter growth streak [18] - Huawei regained the top position in the market after four years, followed by Vivo, OPPO, Xiaomi, and Apple [18]

Group 1 - Huawei's Ascend segment leads the market with an increase of 2.05% [1] - High-tech companies such as Gaoxin Xing rise by 10.06%, Runhe Software by 9.56%, and Yanshan Technology by 5.08% [1] - Companies like *ST Zhisheng, Changshan Beiming, and Softcom Power see increases of over 4% [1]

Core Viewpoint - The A-share market saw a significant rally in Hongmeng concept stocks, with multiple companies experiencing substantial price increases, indicating strong investor interest in this sector [1]. Group 1: Stock Performance - Chengmai Technology (300598) reached a 20% limit up, with a total market value of 12 billion and a year-to-date increase of 14.44% [2]. - Huiwei Intelligent (832876) surged by 14.27%, with a market capitalization of 2.508 billion and a remarkable year-to-date increase of 139.61% [2]. - Runhe Software (300339) rose by 11.92%, with a market value of 53.4 billion and a year-to-date increase of 34.14% [2]. - Dashijian (002421) increased by 10.14%, with a market capitalization of 8.058 billion and a year-to-date increase of 10.79% [2]. - Zhongke Jincai (002657) also saw a 10.01% rise, with a market value of 14.5 billion and a year-to-date increase of 133.30% [2]. - Saili Medical (603716) experienced a 10.01% increase, with a market capitalization of 6.277 billion and an impressive year-to-date increase of 355.12% [2]. - Taxfriend (603716) rose by 8.68%, with a market value of 22.5 billion and a year-to-date increase of 82.42% [2]. - Guozi Software (872953) increased by 7.82%, with a market capitalization of 5.759 billion and a year-to-date increase of 114.64% [2]. - Dazhihui (601519) saw a 7.49% increase, with a market value of 36.8 billion and a year-to-date increase of 100.11% [2]. - Huali Co. (603038) rose by 7.20%, with a market capitalization of 4.162 billion, but a year-to-date decrease of 4.92% [2]. - Changshan Beiming (000158) increased by 7.19%, with a market value of 43.2 billion and a year-to-date increase of 34.06% [2]. - Ruantong Power (301236) rose by 6.59%, with a market capitalization of 58.7 billion and a year-to-date increase of 5.17% [2]. - Chicheng Co. (834407) increased by 6.30%, with a market value of 1.744 billion and a year-to-date increase of 52.27% [2]. - Yanshan Technology (002195) rose by 5.74%, with a market capitalization of 36.6 billion and a year-to-date increase of 62.47% [2].

Core Viewpoint - The company reported a significant revenue increase in the first half of 2025, driven by its software business, while reducing its net loss compared to the previous year [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 3.722 billion yuan, representing a year-on-year growth of 30.77% [1]. - The net loss attributable to shareholders was 92.9944 million yuan, a notable decrease from the adjusted loss of 244 million yuan in the same period last year [1]. - The non-deductible net profit loss was 126 million yuan, also reduced from 320 million yuan year-on-year [1]. Group 2: Business Strategy and Development - The company has shifted its focus to software as its main business after divesting its textile operations, enhancing its core competitiveness [1]. - The company has established strategic partnerships with industry giants such as Huawei and Hikvision, aiming to expand its presence in sectors like finance, government, and state-owned enterprises [2]. - The company has made significant investments in research and development, resulting in 749 software copyrights, 32 invention patents, and 2 utility model patents [2]. Group 3: Project Progress and Future Outlook - The company has completed the construction filing for the second phase of the Changshan Cloud Data Center project and plans to proceed with the procurement of power equipment and cabinets [2]. - The company is closely monitoring trends in artificial intelligence and supercomputing, aiming to enhance its project implementation and market presence [2]. - The company intends to continue focusing on its software business to strengthen and optimize its operations in the future [3].

智通财经APP讯，常山北明(000158.SZ)发布2025年半年度报告，报告期内，公司实现营业收入37.22亿 元，同比增长30.77%。归属于上市公司股东净亏损9299.44万元，归属于上市公司股东的扣除非经常性 损益净亏损1.26亿元，基本每股亏损0.0582元。 ...