北京首都在线科技股份有限公司 2025 年半年度报告全文 1 北京首都在线科技股份有限公司 北京首都在线科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人曲宁、主管会计工作负责人张丽莎及会计机构负责人(会计主 管人员)翟栩超声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 2025 年半年度报告 2025 年 8 月 本报告中涉及未来的计划、业绩预测、发展战略等前瞻性陈述，均不构成 公司对任何投资者及相关人士的实质承诺，投资者及相关人士均应对此保持 足够的风险认识，并且应当理解计划、预测与承诺之间的差异。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | | | | 第一节 重要提示、目录和释义 2 | | | --- | --- | | 第二节 公司简介和主要财务指标 9 | | | 一、公司简介 9 | | | 二、联系人和联系方式 9 | | | 三 ...

首都在线最新一期业绩显示，截至2025一季报，公司营业总收入3.06亿元、同比减少5.53%，归属净利 润3973.62万元，同比增长14.54%，扣非净利润4376.44万元，同比增长6.67%，流动比率0.966、速动比 率0.965、资产负债率50.80%。 天眼查商业履历信息显示，北京首都在线科技股份有限公司，成立于2005年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本50190.8216万人民币，实缴资本50046.215万人民 币。公司法定代表人为曲宁。 通过天眼查大数据分析，北京首都在线科技股份有限公司共对外投资了20家企业，参与招投标项目65 次，知识产权方面有商标信息56条，专利信息76条，此外企业还拥有行政许可7个。 金融界消息 截至2025年8月15日收盘，首都在线（300846）报收于21.3元，上涨0.71%，换手率 10.26%，成交量40.20万手，成交金额8.57亿元。 资金流向方面，今日主力资金净流入1004.98万元，占比成交额1.17%。其中，超大单净流入1880.16万 元、占成交额2.19%，大单净流出875.18万元、占成交额1.02%， ...

Group 1 - The stock price of Capital Online is reported at 21.15 yuan as of August 14, 2025, with a decrease of 0.75 yuan from the previous trading day [1] - The trading volume on that day was 594,042 shares, with a total transaction amount of 1.277 billion yuan [1] - Capital Online operates in the internet services industry, primarily focusing on cloud computing services [1] Group 2 - The company is accelerating its transition from traditional cloud computing to intelligent computing by reserving cabinet resources that meet intelligent computing demands [1] - Capital Online aims to build a nationwide dispatchable intelligent computing network through the establishment of core intelligent computing nodes [1] - The intelligent computing cloud business has become the main driver of the company's performance growth, enhancing its market competitiveness and supporting rapid business growth [1] Group 3 - On August 14, the net outflow of main funds was 184.0641 million yuan, with a cumulative net outflow of 308.8591 million yuan over the past five days [1]

Core Insights - The company is accelerating its transformation from traditional cloud computing to intelligent computing, responding to the challenges and opportunities of the intelligent computing era [2] - The intelligent computing cloud business has become the main driver of the company's performance growth [2] Business Strategy - The company is reserving cabinet resources that meet intelligent computing demands, including high electricity and liquid cooling systems [2] - It is building nodes that satisfy core intelligent computing needs to create a nationwide dispatchable intelligent computing network [2] - This strategy aims to support rapid business growth and enhance market competitiveness [2]

Market Overview - The Shanghai Composite Index closed at 3683.46 points, above the six-month moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 21,752.11 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 63 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Guanggang Gas with a deviation rate of 10.02% - Fuan Energy at 9.12% - Tenglong Co. at 8.88% [1] Detailed Stock Performance - The following stocks showed notable performance: - Guanggang Gas: Today's increase of 13.13% with a turnover rate of 13.67% [1] - Fuan Energy: Increased by 10.04% with a turnover rate of 1.43% [1] - Tenglong Co.: Increased by 10.06% with a turnover rate of 7.65% [1] - Other stocks with smaller deviation rates include: - Guangshen Railway, Luopus Gold, and Chahua Co., which have just crossed the six-month line [1]

注：统计区间为2025.1.1-2025.8.12，创业板人工智能指数基日为2018.12.28，发布日期为2024.7.11。创 业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数 成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。 把握算力+应用核心机会，建议重点关注全市场首只的创业板人工智能ETF华宝（159363）及场外联接 （A类023407、C类023408），标的指数约七成仓位布局算力，三成仓位布局AI应用，高效地捕捉AI主 题行情，并且重点布局光模块龙头"易中天"，兼顾IDC算力租赁、云计算等热门赛道。 13日早盘，资金拥抱AI牛市，光模块等AI硬件端持续逼空，光模块含量超41%的创业板人工智能继续上 涨创新高！截至发稿，新易盛大涨超14%再创上市新高，中际旭创、天孚通信猛涨超5%，光库科技斩 获两个20CM涨停，首都在线、长芯博创、太辰光、联特科技、铜牛信息等多股跟涨超3%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅持续扩大 超5%，大幅领跑 ...

Group 1 - The core viewpoint of the articles highlights the ongoing bullish trend in the AI hardware sector, particularly in optical modules, which have seen significant price increases and market interest [1][3] - The ChiNext AI index, which has over 41% optical module content, has reached new highs, with stocks like New Yisheng rising over 14% and others like Zhongji Xuchuang and Tianfu Communication increasing by over 5% [1] - The AI-themed ETF (159363) has outperformed its peers with a more than 5% increase and a rapid transaction volume exceeding 300 million yuan, indicating strong market liquidity [1][3] Group 2 - According to China International Capital Corporation (CICC), the computing power sector is entering a "second round of capital accumulation," with a focus on overseas investments in the computing power chain [3] - The latest analysis from GF Securities indicates that cloud service providers are experiencing a CapEx-ROI flywheel effect, leading to a favorable environment for the optical module industry [3] - The ChiNext AI index has accumulated a nearly 35% increase year-to-date, significantly outperforming other AI indices, showcasing the strong market performance of AI-related stocks [3][4] Group 3 - The first AI ETF tracking the ChiNext AI index has a portfolio consisting of approximately 70% in computing power and 30% in AI applications, effectively capturing the AI thematic market [6] - As of August 7, 2025, the ChiNext AI ETF has a scale exceeding 1.9 billion yuan, with an average daily transaction volume of over 150 million yuan, ranking first among six ETFs tracking the same index [6]

Market Overview - The three major indices collectively rose again today, reaching new highs for the year [3] - The AI industry chain, including CPO, liquid cooling, servers, and high-speed copper cables, showed consistent strength throughout the day [3] - The brain science concept stocks surged, with companies like Innovation Medical and Qisheng Technology hitting the daily limit and refreshing previous highs [3] - The semiconductor sector saw localized strength, with companies like Cambrian Technology and Kaimeite Gas hitting the daily limit [3][7] - The market closed with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.5%, 0.53%, and 1.24% respectively [3] Cambrian Technology - Cambrian Technology experienced a strong upward trend, closing up over 15% in the morning session, which also boosted the Sci-Tech 50 Index by over 1.5% [5] - The afternoon session saw rumors regarding H20, but it was later clarified that Cambrian's morning rise was due to a report about increased procurement of substrates and wafers, suggesting that its performance in the second half of the year would exceed expectations [6][8] Deepseek - DS concept stocks suddenly surged in the morning, with Daily Interaction seeing a volume spike and rising over 12% [10] - The surge was linked to an upcoming event introducing the DS R2 model, which was reported to be a significant open-source AI model [11] Jihua Group - Jihua Group saw a significant rise after the announcement of major policies in the brain-computer interface sector, leading to a two-day limit-up [14] - However, the company faced regulatory scrutiny due to suspected information disclosure violations, resulting in a sharp decline of 7.37% after a brief recovery [14] Trends - Many stocks have been experiencing continuous rises, particularly in sectors like AI hardware, military, brain-computer interfaces, and photolithography [17] - There are numerous stocks with significant price movements that do not align with mainstream market trends, indicating a "local bull" market where select stocks are performing well while others lag behind [17]

证券日报网讯 8月7日晚间，首都在线发布公告称，公司对传真号码进行了变更。变更前公司传真号码 为010-88862121，变更后为010-56350533。 （文章来源：证券日报） ...

证券代码：300846 证券简称：首都在线 公告编号：2025-071 特此公告。 北京首都在线科技股份有限公司 董事会 2025 年 8 月 8 日 关于变更传真号码的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 因内部通讯线路调整，北京首都在线科技股份有限公司（以下简称"公司"） 对公司传真号码进行了变更。现将相关变更情况公告如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 公司传真号码 | 010-88862121 | 010-56350533 | 除上述事项变更外，公司办公地址、投资者联系电话、邮政编码及电子邮箱 等其他联系方式保持不变。请广大投资者留意以上变更，由此带来不便，敬请谅 解。欢迎广大投资者通过上述渠道与公司沟通联系。 北京首都在线科技股份有限公司 ...