关于收到深圳证券交易所中止审核发行股份购买资产通知的公告 北京中长石基信息技术股份有限公司 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。 证券代码：002153 证券简称：石基信息 公告编号：2026-04 北京中长石基信息技术股份有限公司 北京中长石基信息技术股份有限公司（以下简称"公司"）拟发行股份购买深圳市思迅 软件股份有限公司 13.50%股权（以下简称"本次交易"）。 特此公告。 北京中长石基信息技术股份有限公司 董 事 会 公司于 2026 年 1 月 31 日收到深圳证券交易所（以下简称"深交所"）的通知，因公司本 次交易申请文件中记载的财务资料已过有效期，需要补充提交，按照《深圳证券交易所上市 公司重大资产重组审核规则》的相关规定，深交所对公司本次交易中止审核。 一、中止审核原因 公司本次交易申请文件中标的公司审计报告财务数据基准日为 2025 年 4 月 30 日，相关 财务资料的有效期截止日为 2026 年 1 月 31 日。根据审核进度，本次交易申请文件中记载的 财务资料已过有效期限，深交所按照《深圳证券交易所上市公司重大资产重组 ...

Core Viewpoint - The company has received a notification from the Shenzhen Stock Exchange regarding the suspension of the review of its current transaction due to the expiration of the financial information provided in the application documents [1] Group 1 - The company was notified on January 31, 2026, that it needs to submit additional financial information [1] - The suspension of the review is in accordance with the relevant regulations of the Shenzhen Stock Exchange regarding major asset restructuring [1]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer industry index experienced a significant decline of 4.77% during the week of January 26 to January 30, 2026, which is notably larger than the declines in the broader market indices [1][11]. - OpenClaw, an open-source personal AI assistant platform, is highlighted as a key innovation driving transformation in the AI industry. It allows users to manage tasks and interact through various messaging apps, indicating a growing integration of AI into daily life and work [4][22]. Summary by Sections Market Review - The computer industry index fell by 4.77%, with the Shanghai Composite Index down 0.44%, the Shenzhen Component Index down 1.62%, and the ChiNext Index down 0.09% during the same period [1][11]. - Sub-sector performance showed declines in computer equipment (-6.39%), IT services II (-3.50%), and software development (-4.82%) [1][11][21]. Major Events - Notable announcements include the release of new products and contracts by various companies, such as the SaaS services agreement by Shiji Singapore Pte Ltd. with Okura Nikko Hotel Management Co., Ltd. [3][23]. Key Announcements - GuoLiangDa's 2025 performance forecast indicates a slight decline in total revenue but an increase in net profit, with expected net profit ranging from 376 to 426 million yuan [2][20]. - NewBeiyang anticipates a revenue of 2.78 billion yuan for 2025, representing a growth of approximately 17% [2][20]. Investment Perspective - The report emphasizes the potential for accelerated commercialization in the AI sector, driven by innovations like OpenClaw, which is expected to create significant growth opportunities [4][22].

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [6]. Core Insights - The computer industry index experienced a significant decline of 4.77% during the week of January 26 to January 30, 2026, which is notably larger than the declines in the broader market indices [1][11]. - OpenClaw, an open-source personal AI assistant platform, is highlighted as a key innovation driving transformation in the AI industry. Its architecture allows for local device operation and interaction through popular messaging apps, enhancing productivity and automation capabilities [4][22]. - The report emphasizes the accelerating commercialization of AI technologies, suggesting a broad growth potential for the AI industry as it becomes increasingly integrated into daily work and life [4][22]. Summary by Sections Market Review - The computer industry index fell by 4.77%, with the Shanghai Composite Index down 0.44%, the Shenzhen Component Index down 1.62%, and the ChiNext Index down 0.09% during the same period [1][11]. - Sub-sector performance showed declines in computer equipment (-6.39%), IT services II (-3.50%), and software development (-4.82%) [1][11][21]. Major Events - The report discusses several significant technological advancements, including the release of AI models and systems that enhance capabilities in various fields, such as music production and genetic research [16][17][19]. - Notable announcements include the launch of new AI chips and models by major companies, indicating a competitive landscape in AI technology development [16][17][19]. Key Announcements - GuoLianda's 2025 performance forecast indicates a slight decline in total revenue but an increase in net profit, with expected net profit ranging from 376 to 426 million yuan [2]. - NewBeiyang anticipates a revenue of 2.78 billion yuan for 2025, representing a growth of approximately 17%, with net profit expected to increase by 44% to 65% [2][20]. - Shiji Information announced a significant contract to provide SaaS services for hotel management systems, indicating growth in the digital services sector [3][23].

Group 1 - The software development sector is experiencing fluctuations, with the CSI Software Service Index down by 0.81% as of 10:21 on February 2, 2026, and individual stocks showing mixed performance [1] - Alibaba has launched a localized intelligent Agent tool, QoderWork, designed for desktop office use, which operates entirely on user terminals without uploading data to the cloud, indicating a shift towards an "end-edge-cloud" collaborative AI software paradigm [1] - The introduction of QoderWork is expected to reshape the competitive landscape of office software and user interaction habits in China [1] Group 2 - AI Agents are transitioning from concept to large-scale implementation, with modern Agents requiring the ability to run hundreds to thousands of independent environment instances, increasing the operational pressure on CPU and memory bandwidth [2] - The DeepSeek Engram architecture and Anthropic Claude Cowork's introduction of a permanent knowledge base highlight the evolution of CPUs from traditional computing units to central hubs in the AI era [2] - As of January 30, 2026, the top ten weighted stocks in the CSI Software Service Index account for 60.27% of the index, including companies like iFlytek, Kingsoft Office, and 360 [2] Group 3 - The Software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [3] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [4]

北京商报讯（记者 吴其芸）1月30日，石基信息发布2025年度业绩预告，报告期内，石基信息预计实现 营业收入27亿—30亿元；归属于上市公司股东的净利润亏损9000万—1.8亿元。 根据公告，本报告期，石基信息归母净利润较上年同期预计有所增长，除第三方硬件配套业务结构调整 影响该业务利润下降较多外，其他主要产品业务利润较上年同期均有不同程度的增长，特别是由于全新 一代云产品在海外市场中的持续推广，酒店信息管理系统业务板块本年利润较上年有较明显的增长；随 着对境内外市场的开拓加强，零售信息管理系统业务及自有智能商用设备业务利润也有一定幅度的增 长。 ...

Group 1 - The company Shiji Information announced an earnings forecast on January 30, expecting a net profit attributable to shareholders of between -180 million to -90 million yuan for 2025, representing a year-on-year growth of 9.45% to 54.72% [1] - The main reason for the earnings change is that the company's overall operating revenue is expected to remain stable compared to the same period last year, with growth in hotel and retail information management system revenues [1] - The decline in third-party hardware support business revenue is attributed to structural adjustments, while profits from other main product lines are expected to increase to varying degrees, particularly due to the promotion of a new generation of cloud products in overseas markets [1] Group 2 - The hotel information management system segment is expected to see a significant profit increase compared to last year, driven by enhanced market expansion efforts domestically and internationally [1] - The retail information management system business and proprietary smart commercial equipment business are also projected to experience profit growth [1]

石基信息公告，预计2025年度净利润为负值，预计净利润为-1.8亿元至-9000万元，上年同期净利润 为-1.99亿元，比上年同期增长9.45%～54.72%。 ...

北京中长石基信息技术股份有限公司 2025 年度业绩预告 北京中长石基信息技术股份有限公司 2025 年度业绩预告 证券代码：002153 证券简称：石基信息 公告编号：2026-03 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、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 √预计净利润为负值 单位：万元 | 项 目 | | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | | -18,000 | ～ | -9,000 | -19,878.17 | | 股东的净利润 | | 比上年同期增长 | 9.45% | ～ | 54.72% | | | 扣除非经常性损 | | | -20,500 | ～ | -10,600 | -21,813.33 | | 益后的净利润 | | 比上年同期增长 | 6.02% | ～ | 51.41% | | | 基 本 每 股 益 | 收 | | ...

[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 ...