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。 证券代码：002373 证券简称：千方科技 公告编号：2026-008 北京千方科技股份有限公司 关于股东股份质押的公告 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： | | 是 | 否 | 为 | 控 | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股 | 股 | 东 | 或 | 本次质押数 | 占 其 | 所 | 占公司 | 是 | 否 | 是否为 | 质 押 | 原 | 质 | 延 期 | ...

千方科技公告，北京千方集团延期质押930万股和240万股，合计1170万股，原到期日2026年01月31日， 延期后到期日2026年11月19日，占其所持股份13.11%、占公司总股本0.74%；截至本公告披露日，夏曙 东及其一致行动人累计质押1.58亿股，占其所持股份45.65%、占公司总股本9.98%。 ...

[Table_Title] 计算机行业 AI 2026 算力系列（二） 从云业务到千问 APP，阿里算力需求保持 旺盛态势 [Table_Summary] 核心观点： [Table_Page] 跟踪分析|计算机 证券研究报告 | [Table_Grade] 行业评级 | 买入 | | --- | --- | | 前次评级 | 买入 | | 报告日期 | 2026-01-30 | [Table_PicQuote] 相对市场表现 -14% -4% 5% 15% 24% 34% 02/25 04/25 06/25 09/25 11/25 01/26 计算机 沪深300 | [分析师： Table_Author]刘雪峰 | | --- | | SAC 执证号：S0260514030002 | | SFC CE No. BNX004 | | 021-38003675 | | gfliuxuefeng@gf.com.cn | | 分析师： 周源 | | SAC 执证号：S0260523040001 | | 0755-23948351 | | shzhouyuan@gf.com.cn | | 请注意，周源并非香港证券及期货 ...

Core Insights - The logistics sector in China is witnessing a rapid advancement in autonomous delivery vehicles, particularly in urban environments, with a clear commercial path emerging for these applications [1] - The demand for general urban delivery is growing faster than traditional express delivery, indicating a shift in market dynamics and opportunities for companies in the sector [2] Group 1: Market Trends - The market for autonomous logistics vehicles is expanding, with companies like Youjia Innovation and New Stone Technology successfully entering new segments such as cold chain logistics [2][3] - The total number of vehicles in the broad urban delivery market has reached 14.59 million, with significant opportunities for replacing traditional vehicles with autonomous ones [3] - The penetration rate of autonomous vehicles in local fresh cold chain delivery is currently below 1%, highlighting substantial growth potential in this area [3] Group 2: Competitive Landscape - Companies are transitioning from focusing solely on last-mile delivery to exploring diverse urban delivery scenarios, including fast-moving consumer goods and local fresh produce [2] - The competition is shifting towards comprehensive capabilities, with a focus on maximizing commercial value rather than just proving technological feasibility [5] - The autonomous logistics vehicle market is expected to see cumulative shipments reach 150,000 units by 2026, driven by advancements in technology and cost reductions [3] Group 3: Technological Developments - The cost of key components for autonomous vehicles, such as LiDAR and sensors, has significantly decreased, facilitating the scaling of applications [3] - Companies are adopting a dual strategy of L2+ and L4 technologies to address the higher requirements of heavy-duty autonomous driving [6] - The industry is moving towards a phase where the deployment cycle and cost of implementing autonomous vehicles are expected to decrease due to reduced reliance on high-precision maps [3]

证券代码：002373 证券简称：千方科技 公告编号：2026-007 北京千方科技股份有限公司 关于开立募集资金临时补充流动资金专户并签订监管协议的公 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。 北京千方科技股份有限公司（以下简称"公司"、"千方科技"）于 2025 年 12 月 26 日召开的第六届董事会第十四次会议审议通过了《关于开立募集资金 临时补流专户的议案》，董事会同意公司开立募集资金临时补流专户，用于存储 及管理暂时补充流动资金的募集资金，该账户不得存放非募集资金或用作其他用 途。公司及子公司于近日开立了募集资金临时补充流动资金专项账户（以下简称 "专户"），并与保荐机构、开户银行签订了募集资金监管协议，具体情况公告 如下： 一、2020 年非公开发行股票募集资金情况 1、募集资金基本情况 经中国证券监督管理委员会《关于核准北京千方科技股份有限公司非公开发 行股票的批复》（证监许可[2020]1338 号）核准，公司采用非公开发行股票的方 式向特定投资者共计发行人民币普通股 90,562,440 股，每股发行价格 20.98 元， 募集资 ...

来源：股市直击 截至发稿，沪指报4148.83点，跌0.06%，深成指报14273.25点，跌0.49%，创指报3303.34点，跌0.61%。 盘面上，油气开采及服务、白酒、贵金属板块涨幅居前；电子化学品、半导体板块跌幅居前。 1月29日消息，指数午后震荡走弱，科创50跌超2%。板块方面，保险板块震荡走强，新华保险创历史新 高；白酒板块走高，酒鬼酒、金徽酒涨停；午后油气股再度拉升，准油股份、中曼石油等多股涨停；贵 金属板块震荡，晓程科技领涨；下跌方面，CPO等算力硬件股震荡走低，奕东电子跌超9%；电网设备 持续下挫，广信科技领跌。总体来看，两市个股跌多涨少，下跌个股超3700只。 ...

Summary of Conference Call Notes Company and Industry Involved - **Company**: Alibaba Group - **Industry**: Artificial Intelligence (AI) and Technology Core Points and Arguments - **Launch of Qwen3-Max-Thinking Model**: Alibaba officially released its flagship reasoning model, Qwen3-Max-Thinking, which has over 1 trillion parameters and a pre-training data volume of 36 trillion tokens, making it the largest and most capable model from Alibaba to date [1][2] - **Performance Improvements**: The new model has achieved significant performance leaps, setting global records in multiple key performance benchmarks through extreme scale expansion in total parameters, reinforcement learning, and reasoning computation [2] - **Enhanced Native Agent Capabilities**: The model features a new testing time expansion mechanism that improves reasoning performance while being more economical, significantly enhancing the native agent's ability to autonomously call tools during conversations [2] Key Applications and Collaborations - **AI Applications in Specific Industries**: Alibaba is positioned as the core of an AI ecosystem, focusing on vertical industry AI transformations and scenario implementations. Key collaborations include: - **Damai Entertainment**: Optimizing promotional strategies in the entertainment ticketing scene using large models [2] - **Hang Seng Electronics**: A leader in financial technology, collaborating with Alibaba on financial vertical large models [2] - **Shiji Information**: Covering hotel and retail scenarios, facilitating industry digitization based on Alibaba's ecosystem [2] - **Computing Power for Large Models**: Alibaba's infrastructure supports the training of large models, with key partners including: - **Data Port**: Core IDC supplier for high concurrency computing needs [3] - **Hangzhou Steel**: Important computing power node in the Yangtze River Delta through the "Zhejiang Cloud" project [3] - **Runjian Co.**: Supports Alibaba's AI expansion and regional computing power through the "China-ASEAN Smart Computing Cloud" [3] - **AI Healthcare Applications**: The Alibaba Health model, "Afu," connects the entire medical chain, with key partners including: - **Alibaba Health**: Core entity responsible for the full chain of pharmaceutical e-commerce and intelligent diagnosis [3] - **Weining Health**: Provides necessary IT support for hospital system integration with Afu [3] - **Meinian Health**: Strategic partner offering extensive health check data for model calibration and AI report interpretation [3] - **Huaren Health**: Offline retail touchpoint for Afu health services [3] - **Sichuang Medical**: Supplies smart medical IoT hardware and system support for Afu's implementation in hospitals [3] Important but Overlooked Content - **Risk Factors**: There are potential risks associated with the new model's capabilities not meeting expectations, the commercialization of AI applications falling short, and stock price volatility for certain targeted companies [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002373 证券简称：千方科技 公告编号：2026-006 北京千方科技股份有限公司关于股东股份解除质押的公告 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。 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 先生的通知，获悉其所持有本公司的部分股份办理了解除质押登记手续，具体事项公告如下： 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人北京千方集团有限公司、夏曙锋质押融资情况、还款资金来源 及资金偿付能力说明如下： 单位：元、股 一、股东股份解除质押的基本情况 本次解除质押基本情况如下： ■ 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： 3、公司控股股东及其一致行动人不存在通过非经营性资金占用、违规担保、关联交易等侵害公司利益 的情形。 4、公司控股股东及其一致行动人资信状况良好，目前所质押的 ...

Group 1 - The core point of the article is that Qianfang Technology announced the release of a portion of shares from pledge by its controlling shareholder, Mr. Xia Shudong [2] - The number of shares released from pledge is 15 million, which accounts for 6.26% of his holdings and 0.95% of the company's total share capital [2]

Group 1 - The core point of the article is that Qianfang Technology (002373) announced the release of a portion of shares from pledge by its controlling shareholder and actual controller, Mr. Xia Shudong, involving 15 million shares [1] Group 2 - The number of shares released from pledge is significant, indicating potential changes in the company's financial strategy or shareholder confidence [1]