证券代码：300846 证券简称：首都在线 公告编号：2026-013 北京首都在线科技股份有限公司 关于召开 2026 年第一次临时股东会的提示性公告 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。 北京首都在线科技股份有限公司（以下简称"公司"）第六届董事会第十二次会议审议通过了《关 于召开 2026 年第一次临时股东会的议案》，定于 2026 年 2 月 24 日召开公司 2026 年第一次临时股东 会。《关于召开 2026 年第一次临时股东会的通知》（公告编号 2026-012）已于 2026 年 2 月 6 日在巨 潮资讯网（www.cninfo.com.cn）披露。现再次将有关事项提示如下： 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规 则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运作》等法律、行政法 规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2 ...

2026.02. 13 本文字数：1092，阅读时长大约2分钟 作者 | 一财阿驴 11:31 A股午盘丨创业板指半日跌近1% 截至午盘，沪指跌0.7%，深成指跌0.67%，创业板指跌0.96%，科创综指涨0.34%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | ww 19 | 4105.04 | -28.98 | -0.70% | | 399001 | 深证成指 | Nº M | 14187.44 | -95.55 | -0.67% | | 399006 | 创业板指 | Non Ma | 3295.99 | -32.07 | -0.96% | | 000680 | 科创综指 | rest and | 1822.29 | 6.14 | 0.34% | 盘面上，油气、海运、黄金、基本金属、煤炭、化工板块跌幅靠前，CPO概念股回调。半导体、商 业航天、存储器、人形机器人题材活跃。 沪深两市半日成交额1.2万亿，较上个交易日缩量1256亿。全市场超2600只下跌。 11:26 上 ...

Summary of Conference Call on AI Industry and Company Developments Industry Overview - The release of Zhiyu GLM 5 marks a significant enhancement in domestic AI models' capabilities in coding and agent tasks, transitioning from code completion to task execution, laying the foundation for commercial applications [2][3] - The domestic AI industry is expected to enter a new phase in the second half of 2025, with models like GLM, MinMax, and kimi gaining global recognition due to their competitive pricing, which remains at one-fifth of similar overseas services [2][5] Key Points on Zhiyu GLM 5 - Zhiyu GLM 5's success is attributed to its strong technical support from Tsinghua University, a high talent density, and active support for domestic computing power [2][6] - The model excels in complex tasks such as programming and light rendering, making it a competitive AI model against top international models like OPPO 4.7 and OPPO 4.6 [6] Pricing and Market Dynamics - Despite recent price increases, domestic AI models remain significantly cheaper than their overseas counterparts, providing a competitive advantage in the global market [4][9] - API and subscription prices for Zhiyu GLM 5 have risen significantly, with basic input prices set at 4 RMB and 6 RMB, and output prices increasing by 125% to 250% for basic token usage [8] Future Trends - The integration of domestic AI models with office tools is expected to become more common starting in 2026, exemplified by the launch of GLM in Excel, which will transform traditional data collection and presentation processes [7] - The demand for cloud computing resources is anticipated to rise alongside the increasing need for AI applications, leading to a significant growth in cloud service demand and revenue for companies like Zhiyu [10] Investment Opportunities - Key areas to watch in the coming years include AI models (Zhiyu, MinMax, Alibaba, ByteDance, Tencent), agent applications (e.g., TaxFriend, Zhongkong, Hehe, Kingsoft), and cloud computing (e.g., Alibaba Cloud, Capital Online, Kingsoft Cloud, Deepin) [11]

Summary of Conference Call Notes Industry Overview - The focus is on the global large model manufacturers, particularly in the fields of Coding and Agent capabilities, indicating a significant surge in demand and development within this sector [1] Core Insights and Arguments - The explosion of Agent technology is confirmed as a major trend for the year, with an inevitable increase in both token consumption and pricing [1] - The concept of "computing power inflation" is highlighted as a central theme for the year, suggesting that the demand for computational resources will continue to rise [1] - Continuous non-linear growth in token consumption is anticipated, indicating a robust market outlook for this segment [1] Key Components of Computing Power Inflation - The following areas are identified as critical components contributing to computing power inflation: - GPU (Graphics Processing Unit) - Storage - CPU (Central Processing Unit) - Networking - AI Infrastructure (notable companies include Wangsu Science & Technology, Deepin Technology, Yuke Technology, Kingsoft Cloud, Capital Online, and Qingyun Technology) [1] Model Manufacturers - Key players in the model manufacturing space are mentioned, including: - Zhipu AI - Minimax - iFlytek [1] This summary encapsulates the essential points from the conference call, focusing on the industry dynamics, core insights, and significant players involved in the large model manufacturing sector.

2026.02. 13 作者 | 一财阿驴 09:44 全市场超3300只个股上涨 09:36 港股智谱盘初快速拉升涨超13%再创上市来新高，此前Coding Plan连续包月、连续包季、连 续包年套餐全部售罄。 09:34 双良节能盘初触及跌停，消息面上，双良节能发布关于海外订单的说明，间接参与相关商业 航天项目，未直接与SpaceX合作。此外，上交所决定对双良节能系统股份有限公司及时任董事会秘 书杨力康予以监管警示。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | | | F9 盘前盘后 叠加 九转 画线 工具 @ 2 >> | | | | | | | 双良节能 ① 立即 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 11.78 | | | 600481[双良节能] 09:34 价 9.64 涨跌 -1.07(-9.99%) 均价 9.90 成交量 6.41万 成交金额 6187万 | | | | 202 ...

Group 1 - The computing power leasing concept has been actively fluctuating, with companies such as 263 and Huasheng Tiancai hitting the daily limit up [1] - Other companies like Capital Online, Dwei Technology, Tuo Wei Information, Ping Zhi Information, and Data Port also experienced gains [1]

09:31富时中国A50指数期货跌1% 09:27算力租赁板块局部再度活跃，大位科技5连板，人民网、首都在线、网宿科技、品高股份、宁夏建材跟涨。 09:26港股黄金股走低，紫金矿业跌6%，山东黄金跌3.12%、招金矿业跌3.21%。消息方面，国际金价昨日再度失守5000美元，目前处于4965.10 美元附近。 09:25 A股开盘丨三大指数集体低开 沪指低开0.44%，深成指低开0.66%，创业板指低开0.56%，科创综指低开0.59%。 新股海致科技集团上市首日涨逾200%。 | | 82.300 +55.240 +204.14% | 73.072(CNY) | | | 海到处授集团 立即 | | 2706 交易 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | HKEX HKD 9:20:02 | | | | | | | 10 + | | | 委北 | 89.19% 委差 | | 1.32万 | | रेस | 0.00% 120日 | 0.00% | | | 卖五 | 83.000 | 600 ( | 3) | 5日 | | 0. ...

09:27 算力租赁板块局部再度活跃，大位科技5连板，人民网、首都在线、网宿科技、品高股份、宁夏 建材跟涨。 09:26 港股黄金股走低，紫金矿业跌6%，山东黄金跌3.12%、招金矿业跌3.21%。消息方面，国际金价 昨日再度失守5000美元，目前处于4965.10美元附近。 09:25 A股开盘丨三大指数集体低开 盘面上，黄金、基本金属、油气板块跌幅靠前，光伏、CPO、深海科技、半导体题材走弱。大消费概念 股走强。 09:21 港股开盘丨恒生指数低开1.45% 恒生指数低开1.45%，恒生科技指数跌1.59%。科网股全线走低，腾讯音乐跌逾6%，紫金矿业、百度集 团、哔哩哔哩跌逾3%。 | Hટા | 恒生指数 | mm | 26640.16c | -392.38 | -1.45% | | --- | --- | --- | --- | --- | --- | | HSTECH | 恒生科技 | hurton | 5323.14c | -85.84 | -1.59% | 新股海致科技集团上市首日涨逾200%。 | | 82.300 +55.240 +204.14% | 73.072(CNY) | | | 海致 ...

A股三大指数今日集体上涨。截至收盘，上证指数涨0.05%，深成指涨0.86%，创业板指涨1.32%，北证50指数涨0.5%，沪深京三市成交额2.16万亿元，较 昨日放量1597亿元，三市超2100只个股上涨。板块题材上，电源设备、液冷服务器、CPO、光纤、半导体、小金属、算力租赁、稀土永磁板块涨幅居前； 影视院线、旅游及酒店、零售、白酒、食品加工制造、机场航运、猪肉板块跌幅居前。 盘面上，龙头Vertiv隔夜暴涨24%，液冷服务器板块集体爆发，英维克、大元泵业等股涨停；受优刻得产品提价消息刺激，算力租赁相关个股集体走强， 优刻得、首都在线、大位科技封板；电网设备板块维持活跃，思源电气、四方股份盘中创新高。另一方面，影视院线板块今日继续调整，横店影视、博纳 影业封死跌停；零售、食品饮料、旅游等消费股同样表现不佳，海欣食品盘中跌停，东百集团、杭州解百领跌。 事实上，笔者此前曾撰文提出了一个判断市场主线的框架，即能够成为市场主线的板块，几乎都具备以下三个特征： （1）立意高大上。从历史经验中可以知道，越是高大上立意的题材，就越有想象空间，市场的参与方自然也就不会少。一般来说，由国家决策层正式定 调的内容或文件，立意 ...

Market Overview - A total of 60 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 76% [1] - The three major indices closed higher, with the ChiNext Index and the Sci-Tech 50 Index both rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, an increase of 157.5 billion yuan compared to the previous trading day [1] - Despite the overall market performance, over 3,200 stocks declined [1] Sector Performance - Leading sectors included computing power leasing, power grid equipment, liquid cooling servers, and small metal sectors [1] - Conversely, the film, food and beverage, tourism, and retail sectors experienced declines [1] Stock Analysis - The rate of stocks achieving consecutive limit ups increased to 45.45%, with five stocks hitting limit up for three days or more [3] - High-profile stocks such as Hengdian Film and Jin Niu Chemical faced significant declines, impacting the film sector negatively [3] - The recent surge in price concepts has spread from cyclical sectors to the computing power industry chain, indicating market caution regarding uncertainties during the upcoming holiday [3] Key Stocks - Major stocks achieving consecutive limit ups include Dazhi Technology, Decai Co., Zhangyue Technology, and Yabo Co., all reaching four consecutive limit ups [4] - Dazhi Technology's stock price surged due to the rising demand for computing power, with a notable increase in the stock price of 10% [5] - The liquid cooling server sector saw strong performance following a report from a supplier, with several stocks hitting limit up [6] Commodity Trends - The tungsten market remains strong, with ammonium paratungstate (APT) prices exceeding 1 million yuan per ton [7] - The export of tungsten products is projected to decline by 27.5% year-on-year, which may support higher prices for upstream mining resources [7] - The energy metals sector, including nickel and cobalt, has also shown strength due to supply cuts announced by Indonesia [7] Future Outlook - The market demonstrated resilience against selling pressure, with major indices closing in the green [9] - Despite a significant number of stocks hitting limit up, there remains a divergence in market sentiment regarding future performance [9] - The potential for upward movement in indices is supported by technical indicators, with the Shanghai Composite Index maintaining levels above its 20-day moving average [9]