格隆汇2月12日丨千方科技(002373.SZ)公布，大股东杭州灏月企业管理有限公司（简称"杭州灏月"）计 划在本减持预披露公告发布之日起15个交易日后的三个月内（即2026年3月16日至2026年6月15日），以 集中竞价方式减持本公司股份不超过1576.71万股（占剔除公司回购专用账户中的股份数量后本公司总 股本比例1%），以大宗交易方式减持本公司股份不超过788.36万股（占剔除公司回购专用账户中的股 份数量后本公司总股本比例0.5%），合计拟减持的股份不超过2365.07万股（占剔除公司回购专用账户 中的股份数量后本公司总股本比例1.50%）。 ...

（文章来源：第一财经） 千方科技晚间公告，持股14.14%的股东杭州灏月企业管理有限公司拟于2026年3月16日至2026年6月15 日减持公司股份，方式为集中竞价减持不超过1.50%股份。 ...

证券代码：002373 证券简称：千方科技 公告编号：2026-009 北京千方科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司于近日收到持股 5%以上股东杭州灏月企业管理有限公司的《股份减持 计划告知函》，杭州灏月拟以集中竞价、大宗交易方式减持公司股份，现将有关 情况公告如下： 一、杭州灏月的基本情况 （一） 减持股东名称：杭州灏月 （二） 减持股东持股数量、持股比例、所持股份来源等。 公司持股 5%以上股东杭州灏月企业管理有限公司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。 特别提示：持有北京千方科技股份有限公司（以下简称"千方科技"、"本公 司"）股份 222,993,866 股（占剔除公司回购专用账户中的股份数量后本公司总股 本比例 14.14%）的大股东杭州灏月企业管理有限公司（以下简称"杭州灏月"） 计划在本减持预披露公告发布之日起 15 个交易日后的三个月内（即 2026 年 3 月 16 日至 2026 年 6 月 15 日），以集中竞价方式减持本公司股份不超过 15,7 ...

千方科技公告，持股14.14%的股东杭州灏月企业管理有限公司拟于2026年3月16日至2026年6月15日减 持公司股份，方式为集中竞价减持不超过1576.71万股，占1%，大宗交易减持不超过788.36万股，占 0.5%，合计不超过2365.07万股，占1.50%。 ...

证券代码：002373 证券简称：千方科技 公告编号：2026-010 北京千方科技股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 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、非独立董事辞职情况 北京千方科技股份有限公司（以下简称"公司"）董事会于 2026 年 02 月 12 日收到公司非独立董事吴司韵女士的书面辞职报告，吴司韵女士因工作安排原因， 辞去公司第六届董事会非独立董事职务，辞职后将不在公司及控股子公司担任任 何职务。吴司韵女士原定任期期间为 2023 年 11 月 10 日至第六届董事会届满之 日。根据《公司法》、《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》及《公司章程》等有关规定，吴司韵女士辞去董事职务不会导 致公司董事会成员人数低于法定最低人数，吴司韵女士的辞职报告自送达董事会 之日起生效。吴司韵女士的辞职不会影响公司董事会正常运作及公司正常运营。 截至本公告披露日，吴司韵女士未持有公司股票，亦不存在应当履行而未履 行的承诺事项。公司及董事会对吴司韵女士在任职期间为公司作出的贡献表示衷 心感谢。 ...

Core Insights - The article emphasizes the growth and significance of intelligent connected vehicles (ICVs) in China's future transportation system, driven by technological advancements, policy support, and market demand [1][6]. Industry Overview - Intelligent connected vehicles are seen as a crucial component of future transportation, with production steadily increasing in China. By 2025, the expected production volume is approximately 11.38 million units, with a market penetration rate of about 32.10% [1][7]. - The market for in-vehicle intelligent connected solutions is projected to grow significantly, reaching 169.3 billion yuan by 2025 and 236.5 billion yuan by 2026 [1][7]. Industry Definition and Categories - In-vehicle intelligent connected solutions rely on interactive wireless networks, integrating vehicle-mounted devices and sensors to create a comprehensive network among vehicles, infrastructure, and users. The solutions encompass six domains: connectivity, intelligent driving, cabin, chassis, power, and body [2][5]. Current Development Status - The intelligent connected vehicle sector is transforming the automotive industry, driven by advancements in technology and increasing demands for smart transportation systems. This sector is pivotal for the integration of automotive technology with AI and information communication [5][6]. Industry Value Chain - The value chain of in-vehicle intelligent connected solutions consists of hardware, software, and services. The upstream includes components like chips and sensors, while the downstream focuses on applications in passenger and commercial vehicles [7][8]. Policy Environment - The development of intelligent connected vehicles is supported by government policies aimed at promoting smart automotive technologies, which provide a solid foundation for the growth of in-vehicle intelligent connected solutions [8][9]. Competitive Landscape - The competition in the in-vehicle intelligent connected solutions industry is intensifying, shifting from product-based competition to a focus on comprehensive capabilities and ecosystem collaboration. Key players include Yundong Intelligent, Weihan Co., Lianyou Technology, and others [9][10]. Key Companies - Yundong Intelligent is a leading supplier in the sector, integrating various advanced technologies to enhance vehicle intelligence. In the first three quarters of 2023, the company reported revenues of 301 million yuan, with significant contributions from communication solutions [10][11]. - Weihan Co. specializes in high-reliability, low-cost wireless communication products and has successfully implemented its digital energy management solutions across various applications, achieving significant market penetration [10][11]. Development Trends - The in-vehicle intelligent connected solutions are evolving towards modular design, leveraging data on vehicle location, speed, and routes to create dynamic interactive wireless networks [11][12].

Group 1 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

报告导读： 2025 年计算机业绩预告中，正向增长公司占比过半，呈现增长与下滑并存的 两极分化格局，利润端改善强于营收端，高增长主要集中在硬件与 AI 应用相关方向。 中位数数据显示， 2025 年计算机公司 利润表现优于营收 。 根据统计， 238 家发布业绩预告的公司中，仅 70 家发布营收数据，营收增速的中位数为 0.97% 。归母净利润增速的中 位数为 1 7.83% ；扣非净利润增速的中位数为 28.68% 。总体而言，利润增速高于营收增速。此外，大市值公司在业绩区间 统计中更偏向增长端，在四季度业绩确定性相对更强。 2025 年计算机行业业绩正向占比过半， 增长与下滑两极分化 。 根据申万行业分类， 358 家计算机公司中发布业绩预告 238 家，占比达到了 66.5% 。根 据预计归母净利润同比增长中位数划分： 30%+ 共有 103 家，占 42.9% ； 10%~30% 27 家，占 11.3% ； 0~10% 12 家，占 5.0% ； 0~-10% 6 家，占 2.5% ； -10%~-30% 3 家，占 1.3% ； -30%+ 87 家，占 36.3% 。整体呈现"两头大、中间小"的 ...

Group 1 - The core viewpoint indicates that the median data shows that the profit performance of computer companies in 2025 is expected to outperform revenue [1] - Among the 238 companies that released performance forecasts, only 70 provided revenue data, with a median revenue growth rate of 0.97%. In contrast, the median growth rate for net profit attributable to shareholders is 17.83%, and for non-recurring net profit, it is 28.68% [1] - Large-cap companies tend to lean towards the growth side in performance statistics, with stronger certainty in fourth-quarter performance [1] Group 2 - In 2025, over half of the computer industry performance forecasts are positive, indicating a polarization between growth and decline [2] - Among the 358 computer companies, 238 released performance forecasts, representing 66.5%. The distribution of expected net profit growth rates shows that 42.9% (103 companies) expect growth of over 30%, while 36.3% (87 companies) anticipate a decline of over 30% [2] - The high-growth and significant decline segments combined account for 79.2% of the companies, with 60% (142 companies) expecting growth and 40% (96 companies) expecting decline [2] Group 3 - Among companies with a net profit of approximately 100 million and above, significant performance differentiation is observed [3] - Companies with clear improvements in performance and expected year-on-year growth of over 30% include Tonghuashun, Daotong Technology, and iFLYTEK, among others [3] - Conversely, companies facing profit pressure with year-on-year declines include Bosi Software and Keyuan Wisdom, with the latter showing nearly 40% growth when excluding impairment losses [3]

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。 北京千方科技股份有限公司（以下简称"公司"、"本公司"）近日接到公司控股股东、实际控制人夏曙东 先生及其一致行动人、公司持股5%以上股东北京千方集团有限公司的通知，获悉其所持有本公司的部 分股份办理了延期质押登记手续，具体事项公告如下： 一、股东股份质押的基本情况 千方集团本次延期质押基本情况如下： ■ 注：上表中，股东北京千方集团有限公司本次质押9,300,000股、质押2,400,000股，合计质押11,700,000 股为延期质押，上述2笔质押原到期日为2026年1月31日，该股东于2026年2月2日办理完成延期质押手 续，延期后到期日为2026年11月19日。 上述质押股份未负担重大资产重组等业绩补偿义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 二、股东股份累计被质押情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： 单位：股 ■ 三、控股股东及其一致行动人股份质押情况说明 1、公司控股股东及其一致行动人股份质押与上市公司生产经营需求无关。 2、公司控股股东夏曙东及其一致行动 ...