证券代码：000158 证券简称：常山北明 公告编号：2025-068 石家庄常山北明科技股份有限公司 关于处置纺织设备的公告 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、交易概述 石家庄常山北明科技股份有限公司（以下简称"公司"）与控股股东石家庄 常山纺织集团有限责任公司（以下简称"常山集团"）已完成资产置换，将纺织 业务进行剥离，剥离后剩余的纺织设备已无利用价值。为盘活存量资产，优化公 司资产质量，公司拟对该批设备进行处置。 公司于 2025 年 11 月 20 日召开了董事会九届八次会议，以 11 票同意、0 票 弃权、0 票反对通过了《关于处置纺织设备的议案》。根据《深圳证券交易所股 票上市规则》和《公司章程》等有关规定，本次纺织设备处置事项不需提交股东 会审议。 本次交易不构成关联交易，不构成重大资产重组。 二、交易对方的基本情况 本次纺织设备处置将通过国有产权交易机构以公开挂牌方式进行，交易对方 尚未确定。公司将根据上市公司信息披露要求及时披露标的资产挂牌转让的进展 情况。 三、交易标的基本情况 （一）标的资产概况 本次拟处置的资产为公司正 ...

本报告依据中国资产评估准则编制 石家庄常山北明科技股份有限公司 拟处置闲置报废纺织设备项目 资产评估报告 中联评报字[2025]第 4882 号 共2册,第1册 中联 2025/11/20 18:35 uimp.cas.org.cn/report/Report/AuthenticationAttachedPages?SnowflakeId=17625037220780032 中国资产评估协会 资产评估业务报告备案回执 | 报告编码: | 1111020008202503990 | | | | --- | --- | --- | --- | | 合同编号: | 20254882 | | | | 报告类型: | 法定评估业务资产评估报告 | | | | 报告文号: | 中联评报字[2025]第4882号 | | | | 报告名称: | | | 石家庄常山北明科技股份有限公司拟处置闲置报废纺织设备项目 | | 评估结论: | 36,297,598.00元 | | | | 评估报告日: | 2025年11月17日 | | | | 评估机构名称: | 中联资产评估集团有限公司 | | | | 签名人员: | 孙如妨 | ...

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。 石家庄常山北明科技股份有限公司（以下简称公司）董事会九届八次会议于 2025 年 11 月 18 日以书面和邮件方式发出通知，于 11 月 20 日上午以通讯表决 方式召开。应参加表决董事 11 人，实际参加表决董事 11 人。本次会议的召集和 召开程序符合《公司法》及《公司章程》的规定。会议审议通过了以下议案： 一、审议通过关于处置纺织设备的议案 表决情况：同意 11 票，弃权 0 票，反对 0 票。 具体内容详见 2025 年 11 月 22 日在巨潮资讯网披露的《关于处置纺织设备 的公告》（公告编号：2025-068）。 二、审议通过关于变更北明兴云董事的议案 根据《公司章程》的规定，委派和更换控股子公司、参股公司董事须由公司 董事会审议批准。因工作调整，经公司董事长提名，拟委派李小胜先生（简历详 见附件）任公司全资子公司河北北明兴云互联网科技有限责任公司（以下简称"北 明兴云"）董事；任期与北明兴云本届董事会任期一致，自公司董事会通过之日 起就任。 李瑞平先生不再担任北明兴云董事职务。 证券代码：0001 ...

Market Overview - The Shanghai Composite Index closed at 3931.05 points, down 0.4%, with a trading volume of 711.3 billion yuan [1] - The Shenzhen Component Index closed at 12980.82 points, down 0.76%, with a trading volume of 996.847 billion yuan [1] - The ChiNext Index closed at 3042.34 points, down 1.12%, with a trading volume of 452.051 billion yuan [1] - The total trading volume of both markets was 1708.147 billion yuan, a decrease of 17.753 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included construction materials, banking, telecommunications, real estate, and environmental protection [2] - Weak sectors included beauty care, coal, electric equipment, oil and petrochemicals, retail, chemicals, automotive, and education [2] - A total of 1392 stocks rose, while 3632 stocks fell, with 49 stocks hitting the daily limit up and 25 stocks hitting the daily limit down [2] Individual Stock Performance - ST Zhongdi achieved the highest consecutive limit-up days at 22 [3] - The top net inflow stocks included Xinyi Sheng with 999.2 million yuan, Tianfu Communication with 700 million yuan, and Huaying Technology with 469 million yuan [8][9] - The top net outflow stock was Duofluo with a net outflow of 1.395 billion yuan, followed by Shannon Chip with 1.354 billion yuan and CATL with 835 million yuan [10][11] Institutional Activity - Institutions had a net sell of approximately 166 million yuan, with the highest net buy in Aerospace Development at about 85.3 million yuan [13][14] - The top net sell stocks included Longzhou Shares with a net sell of approximately 89.3 million yuan [13][14]

Volatility - Today, 5 stocks in the A-share market experienced a volatility exceeding 20% [1] - The stocks with the highest volatility include *ST Yun Chuang, *ST Chang Yao, and San Liu Wu Wang [1] Turnover Rate - Today, 10 stocks in the A-share market had a turnover rate exceeding 40% [1] - The stocks with the highest turnover rates include Gu Qi Rong Cai, Jiang Long Chuan Ting, and C Nan Wang Shu Ju [1] Main Capital Flow - Main capital today saw a net inflow into the communication, real estate, comprehensive, public utilities, and coal sectors, while experiencing a net outflow from the power equipment, electronics, computer, pharmaceutical biology, and national defense sectors [1] - The stocks with the largest net inflow include Xin Yi Sheng (9.92 billion), Tian Fu Tong Xin (7 billion), Hua Ying Ke Ji (4.69 billion), Yang Guang Dian Yuan (4.27 billion), and Chang Shan Bei Ming (3.59 billion) [1] - The stocks with the largest net outflow include Duo Fu Duo (13.95 billion), Xiang Neng Xin Chuang (13.54 billion), Ning De Shi Dai (8.35 billion), Bi Ya Di (7.22 billion), and Hang Tian Fa Zhan (6.87 billion) [1]

Market Overview - The Shanghai Composite Index fell by 0.40% on November 20, with 7 industries experiencing gains, led by construction materials and comprehensive sectors, which rose by 1.40% and 0.87% respectively [1] - The beauty care and coal industries saw the largest declines, with drops of 2.39% and 2.10% respectively [1] - The computer industry also declined by 0.89% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 47.655 billion yuan, with 4 industries seeing net inflows [1] - The banking sector led the net inflow with 2.188 billion yuan, resulting in a 0.86% increase [1] - The telecommunications sector followed with a net inflow of 1 billion yuan and a daily increase of 0.51% [1] - A total of 27 industries experienced net capital outflows, with the power equipment sector leading at 9.059 billion yuan, followed by the electronics sector at 5.582 billion yuan [1] Computer Industry Specifics - The computer industry saw a net outflow of 4.597 billion yuan, with 336 stocks in the sector [2] - Out of these, 99 stocks increased, with 3 hitting the daily limit, while 236 stocks declined [2] - The top net inflow stocks included Changshan Beiming with 368 million yuan, Junyi Digital with 195 million yuan, and Huasheng Tiancai with 165 million yuan [2] - The top net outflow stocks were Inspur Software, 360, and Kingsoft, with outflows of 516 million yuan, 409 million yuan, and 322 million yuan respectively [2][4] Top Gainers in Computer Industry - Notable gainers included: - Changshan Beiming: +3.62%, turnover rate 10.26%, net inflow 368.38 million yuan - Junyi Digital: +14.27%, turnover rate 35.78%, net inflow 195.46 million yuan - Huasheng Tiancai: +3.00%, turnover rate 39.23%, net inflow 165.25 million yuan [2] Top Losers in Computer Industry - Significant losers included: - Inspur Software: -5.58%, turnover rate 45.73%, net outflow 515.71 million yuan - 360: -4.55%, turnover rate 4.05%, net outflow 409.47 million yuan - Kingsoft: -3.38%, turnover rate 1.38%, net outflow 321.67 million yuan [4]

Choice数据显示，11月20日，当日资金净流入额排名前十的个股依次是新易盛、大众公用、天孚通信、 方正科技、东材科技、华映科技、阳光电源、实达集团、安妮股份、常山北明，净流入额在3.42亿元至 9.61亿元不等。其中，新易盛、天孚通信、实达集团属于通信设备板块。 ...

Group 1 - The core viewpoint of the news is that Changshan Beiming's stock has shown a significant increase in price and trading activity, with a year-to-date increase of 20.51% and a recent trading volume of 6.74 billion yuan [1] - As of November 10, 2025, Changshan Beiming reported a revenue of 5.125 billion yuan, reflecting a year-on-year growth of 4.36%, while the net profit attributable to shareholders was -155 million yuan, indicating a 45.40% increase compared to the previous year [2] - The company has been actively listed on the "Dragon and Tiger List" eight times this year, with the most recent instance on October 16, where it recorded a net purchase of 521 million yuan [1][2] Group 2 - Changshan Beiming's main business includes the production and sales of pure cotton and polyester-cotton yarns, with system integration and industry solution services accounting for 85.94% of its revenue [2] - The company is categorized under the computer-IT services industry and is associated with concepts such as Huawei Pangu, Alibaba Cloud, and data rights confirmation [2] - As of September 30, 2025, the number of shareholders decreased by 2.26% to 412,100, while the average circulating shares per person increased by 2.31% to 3,852 shares [2][3]

Investment Rating - The report maintains a "Recommendation" rating for the computer industry, expecting the industry index to rise more than 5% compared to the benchmark index in the next 3-6 months [16]. Core Insights - The report highlights Huawei's HarmonyOS ecosystem showcasing significant breakthroughs in technology and expanding its application across various sectors, including industrial, security, medical, and financial fields [2]. - The HarmonyOS6 release marks a full-stack technological upgrade, enhancing interaction paradigms and performance, with key improvements in collaborative capabilities and user experience [2]. - The ecosystem has seen substantial growth, with over 1 billion devices and more than 8 million developers, indicating a shift from quantity accumulation to qualitative leaps [2]. - The dual drive from government and consumer sectors is accelerating digital transformation, with HarmonyOS becoming a core support for this transition [2]. - Investment suggestions include focusing on developers, terminal manufacturers, commercial entities, and tools related to the HarmonyOS ecosystem [2]. Industry Overview - The computer industry consists of 338 listed companies with a total market capitalization of approximately 586.92 billion yuan and a circulating market value of about 531.63 billion yuan [2]. - The absolute performance of the industry over the past month, six months, and twelve months has been 3.0%, 25.6%, and 22.3% respectively, indicating strong growth [3]. - The report emphasizes the importance of the recent high-tech achievements exhibition as a pivotal moment for the HarmonyOS system transitioning from technology validation to large-scale commercial use [2].

Market Performance - As of November 18, the ERP concept index rose by 2.53%, ranking fifth among concept sectors, with 27 stocks increasing in value [1] - Notable gainers included Guangyun Technology, which hit a 20% limit up, and Shiji Information and ST Ruihe, both also reaching their daily limit [1] - The top performers in the sector were Meidun Technology, Shenzhou Information, and Yintang Zhikong, with increases of 22.82%, 5.44%, and 4.64% respectively [1] Capital Flow - The ERP concept sector saw a net inflow of 719 million yuan from main funds, with 21 stocks receiving net inflows [2] - Leading the net inflow was Shiji Information, which attracted 347 million yuan, followed by Yongyou Network, Yintang Zhikong, and Guangyun Technology with net inflows of 132 million yuan, 119 million yuan, and 112 million yuan respectively [2] - In terms of capital inflow ratios, Shiji Information, ST Ruihe, and Guangyun Technology had the highest rates at 46.70%, 34.43%, and 18.84% respectively [3] Stock Performance - The top stocks in the ERP concept based on daily performance included: - Shiji Information: +9.97% with a turnover rate of 4.30% and a main fund flow of 347.38 million yuan [3] - Yongyou Network: +2.05% with a turnover rate of 2.42% and a main fund flow of 131.73 million yuan [3] - Yintang Zhikong: +4.64% with a turnover rate of 11.42% and a main fund flow of 118.81 million yuan [3] - Conversely, the stocks with the largest declines included Leizhi Group, Changrong Co., and Dezong Automobile, which fell by 3.80%, 2.57%, and 2.28% respectively [1][5]