证券代码：002609 证券简称：捷顺科技 公告编号：2026-006 二、对公司的影响 本次顺易通、科漫达高新技术企业资质的认定系原《高新技术企业证书》有效 期满后进行的重新认定。根据《中华人民共和国企业所得税法》等相关规定，顺易 通、科漫达可连续三年（2025 年—2027 年）享受国家关于高新技术企业所得税的优 惠政策，即按 15%的税率缴纳企业所得税。 2025 年，顺易通、科漫达已按 15%的企业所得税税率进行纳税申报，因此，本 次子公司高新技术企业的认定事项不会影响公司 2025 年度的相关财务数据，对公司 后续年度的经营业绩将产生一定的积极影响。 深圳市捷顺科技实业股份有限公司 关于子公司再次通过高新技术企业认定的公告 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。 近日，深圳市捷顺科技实业股份有限公司（以下简称"公司"）控股子公司深圳 市顺易通信息科技有限公司（以下简称"顺易通"）、深圳市科漫达智能管理科技有 限公司（以下简称"科漫达"）获得由深圳市工业和信息化局、深圳市财政局、国家 税务总局深圳市税务局联合颁发的《高新技术企业证书》，具体情况 ...

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating a positive outlook compared to the broader market [3]. Core Insights - The report emphasizes the shift from traditional Software as a Service (SaaS) models to a results-oriented service model known as Results as a Service (RaaS), which ties service fees directly to measurable business outcomes [7][13]. - The adoption of RaaS is being accelerated by advancements in artificial intelligence (AI) and large model technologies, which enhance the ability of businesses to deliver measurable results [22][26]. - Companies that integrate deep industry knowledge and data into their AI solutions are expected to deliver higher returns on investment (ROI) and are recommended for investment consideration [51]. Summary by Sections 1. RaaS Model Accelerating Adoption - RaaS represents a fundamental shift in business logic, moving from paying for software usage to paying for tangible results [13][14]. - The report highlights successful international examples of RaaS implementation in sectors like fraud prevention and identity verification, showcasing its viability [26][29]. - Domestic companies are increasingly exploring RaaS, with AI driving the transition from providing tools to delivering results across various industries [7][38]. 2. Configuration Recommendations - Companies with strong data and industry expertise in AI applications, such as advertising and transaction facilitation, are likely to achieve higher ROI and are recommended for investment [51]. - Enterprise IT service providers whose products are deeply integrated with business systems are also positioned to transition to a results-based payment model, enhancing customer retention and willingness to pay [51].

Investment Rating - The investment rating for the computer industry is "Positive" (maintained) [1] Core Viewpoints - The year 2026 is seen as a critical year for AI to achieve value realization and commercialization, with major companies like Anthropic leading in commercialization speed and significant revenue growth [4][10] - Multi-modal models are expected to reach a "DS moment" in 2026, enhancing capabilities while significantly reducing costs, which will benefit sectors like film, gaming, and advertising [5][11] Summary by Sections Market Review - During the period from February 9 to February 13, 2026, the CSI 300 index increased by 0.36%, while the computer index rose by 4.35% [3][13] Industry Dynamics - The AI sector is transitioning from model competition to application exploration, with a focus on commercialization in 2026 [4][10] - Anthropic's Claude model has shown impressive growth, with an annual recurring revenue (ARR) reaching $14 billion by February 2026, driven by its enterprise subscription growth [4][10] - OpenAI has shifted its focus from AGI ideals to commercial priorities, with projected revenues exceeding $280 billion by 2030 [4][10] Investment Recommendations - Key AI application companies recommended include Kingsoft Office, Hehe Information, Dingjie Shuzhi, and others, with beneficiaries in the multi-modal field such as Wanxing Technology and Meitu [6][12]

Core Insights - The article highlights the increasing challenge of parking difficulties in urban areas due to rapid urbanization and rising vehicle ownership, leading to a growing demand for innovative solutions like shared parking [1][7]. Shared Parking Industry Overview - Shared parking is a car space sharing model aimed at alleviating urban parking shortages by utilizing technology to open up idle parking spaces from public units, commercial areas, and private owners [3][5]. - The industry is categorized into two operational forms: government-enterprise cooperation and market-driven models [3]. Industry Policies - Recent policies have been introduced to promote the development of shared parking, including increasing urban parking supply and enhancing smart parking infrastructure [4]. Industry Chain - The shared parking industry chain consists of upstream resources (parking space providers), midstream operations (resource integration and management), and downstream users (private car owners) [5][6]. Market Size and Growth - The market size of China's shared parking industry is projected to reach 12.7 billion yuan by 2025, with a year-on-year growth of 8.3% [1][7]. - The number of parking spaces in China is expected to grow from 74 million in 2016 to 273 million by 2025, reflecting a compound annual growth rate of 16% [6]. Competitive Landscape - The shared parking market is becoming increasingly competitive, with companies focusing on technological and model innovations to enhance service quality and user retention [8]. - Key players in the industry include Shenzhen Jieshun Technology, Guangzhou Youting Network Technology, and others, with Jieshun Technology reporting a 39.46% year-on-year increase in revenue from smart parking operations in the first half of 2025 [8][9]. Development Trends - The shared parking industry is expected to integrate deeply into smart city frameworks, utilizing data to optimize parking space allocation and improve user experience [10]. - There is a growing trend towards personalized services, with platforms offering tailored solutions based on user data [11]. - Cross-industry collaborations are anticipated to create new growth opportunities, such as integrating shared parking with electric vehicle charging and commercial real estate [12].

3. Kakao与 【东北计算机】202602012 【存储巨头铠侠全年利润指引高出共识60%，Q3净利润878.1亿日元】 1. 工信部公开征求《人工智能赋能应用钢板钢带轧制过程数据治理技术要求》等40项行业标准报批意见公示。 （来源：工信部） 2. 联想集团第三财季营收1575亿元创新高 人工智能相关营收占比提升至32%。 【东北计算机】202602012 【存储巨头铠侠全年利润指引高出共识60%，Q3净利润878.1亿日元】 1. 工信部公开征求《人工智能赋能应用钢板钢带轧制过程数据治理技术要求》等40项行业标准报批意见公示。 （来源：工信部） 2. 联想集团第三财季营收1575亿元创新高 人工智能相关营收占比提升至32%。 （来源：证券时报网） （来源：证券时报网） 3. Kakao与谷歌达成人工智能领域战略合作。 （来源：第一财经） 4. 三星宣称在向英伟达供货AI存储芯片竞赛中抢占先机。 （来源：环球市场播报） 5. AI应用软件股Fastly美股盘前涨逾38%。 （来源：Wind） 6. 淘宝闪购：来自千问的订单近半数在县城 超百万老人因AI首次下单。 （来源：亿邦动力） 7. 存储巨头铠侠全年 ...

经济观察网捷顺科技（002609）近期有两项重要动态值得关注。 高管减持 实际控制人之一刘翠英计划自2026年3月13日至2026年6月12日期间，通过集中竞价和大宗交易方式减持 不超过1791万股股份，占公司总股本的2.80%。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 公司公告预计于2026年4月28日披露《2025年年度报告》。 ...

证券之星消息，2月12日共享经济板块较上一交易日下跌0.78%，捷顺科技领跌。当日上证指数报收于 4134.02，上涨0.05%。深证成指报收于14283.0，上涨0.86%。共享经济板块个股涨跌见下表： 从资金流向上来看，当日共享经济板块主力资金净流出4.72亿元，游资资金净流入1.07亿元，散户资金 净流入3.65亿元。共享经济板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

2021年至2024年，捷顺科技归属于上市公司股东的净利润分别为1.61亿元、1814万元、1.12亿元、 3139万元。 中国经济网北京2月12日讯 捷顺科技(002609.SZ)昨晚披露关于公司实际控制人之一减持股份的预披 露公告称，近日，公司收到公司实际控制人之一刘翠英出具的《股份减持意向告知函》。 持有公司股份71,677,283股（占公司总股本639,788,841股的比例为11.2033%，总股本以剔除回购专 用账户股份后的股份数量为计算依据，下同）的实际控制人之一刘翠英计划自公告披露之日起15个交易 日后的3个月内（即2026年3月13日至2026年6月12日）通过深圳证券交易所集中竞价和大宗交易方式减 持公司股份合计不超过17,910,000股（占公司总股本的比例不超过2.80%）。其中，通过集中竞价方式 减持不超过6,390,000股（即连续90个自然日内减持股份的总数不超过公司总股本的比例不超过 1.00%），通过大宗交易方式减持不超过11,520,000股（即连续90个自然日内减持股份的总数不超过公 司总股本的比例不超过2.00%）。 | 股东名称 | 股东类型/职务 | 减持方式 | ...

Group 1 - The core point of the news is that Jieshun Technology's stock price dropped by 5.06% to 9.94 CNY per share, with a trading volume of 291 million CNY and a turnover rate of 6.29%, resulting in a total market capitalization of 6.396 billion CNY [1] - Jieshun Technology, established on June 17, 1992, and listed on August 15, 2011, is based in Longhua District, Shenzhen, Guangdong Province, and specializes in smart parking and smart community platform operation services [1] - The revenue composition of Jieshun Technology includes: smart hardware 39.18%, parking asset operation 27.81%, software and cloud services 16.79%, smart parking operation 10.69%, property leasing 5.11%, and others 0.43% [1] Group 2 - Dongzheng Asset Management has a fund that ranks among the top ten circulating shareholders of Jieshun Technology, with the Dongfanghong New Power Mixed A fund (000480) newly entering the top ten in the third quarter, holding 6.066 million shares, accounting for 1.32% of circulating shares [2] - The Dongfanghong New Power Mixed A fund, established on January 28, 2014, has a latest scale of 4.228 billion CNY, with a year-to-date return of 8.58%, ranking 2128 out of 8882 in its category, and a one-year return of 36.05%, ranking 2933 out of 8127 [2] Group 3 - The fund manager of Dongfanghong New Power Mixed A is Zhou Yun, who has a cumulative tenure of 10 years and 155 days, with the fund's total asset scale at 17.378 billion CNY, achieving the best return of 305.01% and the worst return of 8.52% during his tenure [3]

捷顺科技(002609.SZ)现跌5.06%报9.94元，股价创一个月新低；暂成交2.9亿元，最新市值64亿元。捷顺科技公布，实际控制人之一刘翠英女士计划自本公告 披露之日起15个交易日后的3个月内通过深圳证券交易所集中竞价和大宗交易方式减持公司股份合计不超过2.80%。(格隆汇) ...