证券代码：688631 证券简称：莱斯信息 公告编号：2026-003 南京莱斯信息技术股份有限公司 股东集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 一、减持主体的基本情况 1 | | 董事、监事和高级管理人员 | □是 √否 | | --- | --- | --- | | | 其他：无 | | | 持股数量 | 15,730,600股 | | | 持股比例 | 9.62% | | | 当前持股股份来源 | IPO 前取得：15,730,600股 | | 上述减持主体无一致行动人。 重要内容提示： 大股东持股的基本情况 截至本公告日，中国建银投资有限责任公司（以下简称"中国建投"）持有 南京莱斯信息技术股份有限公司（以下简称"莱斯信息"或"公司"）15,730,600 股，占公司总股本的 9.62%。上述股份均来源于公司首次公开发行前持有的股份， 并于 2024 年 6 月 28 日解除限售并上市流通。 减持计划的主要内容 因自身资金需求，股东中国建投拟通过集中竞价方式减持其所持有 ...

2月26日，宁波市低空试验航路及飞行服务平台（一期）项目启动会在宁波低空经济发展有限公司举 行。市发改委、市自然资源规划局、市交通局、市气象局、市交投集团相关领导，宁波电信、宁波移 动、宁波联通、宁波铁塔、莱斯信息等承建单位，监理单位宁波国投，市气象中心、市测绘院、中石化 宁波分公司等战略合作单位代表出席，共同见证宁波低空基础设施重大项目建设迈入实质性施工阶段。 作为宁波市委市政府重点部署的宁波低空经济高质量发展的重大抓手，该项目由宁波交通投资集团有限 公司投资、旗下宁波低空经济发展有限公司建设运营，总投资额超亿元，计划于2026年9月底完成平台 建设并启动试运行。项目将重点打造集低空空域规划、飞行活动管理、空中态势感知、飞行监管服务、 智慧监测网络于一体的综合性低空服务平台，同步建设低空运行服务中心及配套航路监测硬件系统，实 现全市低空活动全程可控、一网统管。建成后，将基本具备市级低空航路通信、导航、监视、气象等服 务能力，可支撑全市20万小时/年低空飞行量。项目后续将持续迭代升级，逐步构建国内一流的低空飞 行管理服务体系。 会议期间，宁波低空经济发展有限公司与各承建单位完成项目签约，并与宁波市气象服务中心 ...

低空经济概念异动拉升，万丰奥威、中信海直、宗申动力、莱斯信息、深城交、上工申贝等纷纷冲高。 ...

激浊扬清，周观军工 第157期： 全面拥抱军贸、军转民占优赛道 长江证券研究所军工研究小组 2026-02-24 %% %% %% %% research.95579.com 1 分析师 王贺嘉 分析师 李麟君 SAC执业证书编号：S0490520110004 SAC执业证书编号：S0490525080002 SFC执业证书编号：BUX462 分析师及联系人 证券研究报告 • 证券研究报告 • 评级 看好 维持 %% %% % research.95579.com 3 01 燃气轮机或为AIDC供电的最优解， 国内外需求共振带动长周期高景气 %% %% research.95579.com 2 01 燃气轮机或为AIDC供电的最优解， 国内外需求共振带动长周期高景气 02 我国复用火箭技术迈出实质性一步， 商业航天基建或进入低成本化时代 03 五部门联合发文加强信通能力建设， 低空经济基础设施建设有望再提速 04 中国高新装备密集亮相海外防务展， 坚定看好中国装备海外市场的拓展 目 录 %% %% %% %% research.95579.com 4 01 人工智能导致用电量高增，燃气轮机或成为解决瓶颈的有效 ...

Group 1 - The spring market trend after the holiday is expected to continue, with price increases being a core focus for the first quarter [12] - The Ministry of Commerce emphasizes the importance of restoring global semiconductor supply chains and urges cooperation between China and the Netherlands [1] - The National Energy Administration plans to implement a new energy system and various energy planning initiatives by 2026, focusing on strategic projects and small-scale projects [2] Group 2 - The China Securities Regulatory Commission (CSRC) has taken action against Tianfeng Securities for illegal financing and information disclosure violations related to Wuhan Contemporary Technology Group [6] - The CSRC has also initiated an investigation into Qunke Technology for misleading statements during its overseas IPO process [7] - The market experienced significant declines, with major U.S. indices dropping, and notable movements in technology stocks, including Nvidia and Apple showing slight gains while others fell [9][11]

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]

Major Announcements - Tianfeng Securities received a notice from the China Securities Regulatory Commission regarding a case of information disclosure violation related to Fujian Yong'an Forestry Group, and the company will cooperate with the investigation [1] - Zhengyuan Wisdom's actual controller was sentenced to three years in prison for manipulating the securities market, but the company's operations remain normal and unaffected [1] - Jialin Jie announced that its actual controller was detained by the Shijiazhuang Public Security Bureau, but the company's control has not changed and operations are normal [2] - Chuangshi Technology's actual controller received a two-year prison sentence for bribery, but this will not impact the company's operations [2] - Xibu Securities received approval from the China Securities Regulatory Commission for its market-making trading business qualification [3] Corporate Actions - Zongshen Power is planning a major asset swap with Longxin General, aiming to resolve competition issues and promote clearer business development [6] - KOTAI Power has decided to terminate its H-share issuance plans due to various factors, but its operations remain stable [4] - Shaanxi Huada has terminated its acquisition of Huajing Microelectronics due to uncertainties in the restructuring plan [5] Contracts and Projects - Gaode Infrared signed a contract worth 1.851 billion yuan for a complete equipment system, which is expected to significantly impact its Q1 2026 performance [7] - Anhui Construction won three engineering projects with a total estimated investment of approximately 64.98 billion yuan [8] - CNOOC Engineering and Saipem formed a joint venture to win a contract worth approximately 4 billion USD for the Qatar NFPS COMP5 project [8] Financial Performance - Fudan Microelectronics reported a net profit of 232 million yuan for 2025, a decrease of 59.42% year-on-year, despite a revenue increase of 10.92% [10] - Yunda Express reported a revenue increase of 18.01% in January 2026, with a total income of 4.802 billion yuan [11] - SF Holding's logistics and supply chain business revenue grew by 2.22% in January 2026, totaling 26.86 billion yuan [13] - China Shenhua's coal sales increased by 9.9% in January 2026, reaching 33.2 million tons [18] Shareholding Changes - Zhang Quantum reduced its stake in Zhang Reading Technology to below 5% after selling 4.3125 million shares [27] - Zhaolong Interconnect announced plans for board members to reduce their holdings by a total of 0.022% [28] - Guanghua New Network's controlling shareholder plans to reduce its stake by up to 3% [29]

Group 1 - RuiLian New Materials reported a total operating revenue of 1.677 billion yuan for 2025, an increase of 14.95% year-on-year, with a net profit of 311 million yuan, up 23.48% year-on-year [1] - China Shenhua's subsidiary, Guoneng Qingyuan Power, successfully put its fourth generator unit into commercial operation, expected to provide approximately 20 billion kWh of clean energy annually [2] - Qijiang Airlines announced a 6.04% year-on-year decline in passenger turnover for January 2026, with a passenger load factor of 84.03%, up 1.61% year-on-year [3] Group 2 - QiZheng Tibetan Medicine reported a total operating revenue of 2.416 billion yuan for 2025, a year-on-year increase of 3.34%, with a net profit of 646 million yuan, up 10.98% year-on-year [5] - QiaoYin Co. announced the termination of its artificial intelligence industry headquarters project due to changes in investment cooperation conditions [6] - New Point Software plans to use 90.81 million yuan of surplus raised funds for new projects, including AI-driven software development [7] Group 3 - High Measurement Co. announced plans for major shareholders and executives to reduce their holdings by up to 3.19% of the company's shares [8] - SAIC Group's subsidiary plans to establish a private equity fund with an initial scale of 2.5 billion yuan, focusing on solid-state batteries and chip localization [9] - Tianqi Lithium announced the resignation of its deputy general manager due to personal career planning [10] Group 4 - ZhongKong Technology reported a total operating revenue of 8.051 billion yuan for 2025, a decrease of 11.90%, with a net profit of 450 million yuan, down 59.70% year-on-year [11] - Spring Airlines reported a 6.28% year-on-year increase in total passenger volume for January 2026, with a total available ton-kilometers of 57,008.37 [12] - Qifan Cable's controlling shareholder reduced its stake by 3% through various trading methods [13] Group 5 - China Chemical signed contracts worth a total of 36.925 billion yuan in January 2026, with significant contracts exceeding 5 billion yuan totaling 11.371 billion yuan [19] - SaiTuo Bio received a CEP certificate for its raw material drug Betamethasone, which is used to treat allergies and autoimmune inflammation [20] - Giant Star Agriculture reported a sales revenue of 649 million yuan from commodity fat pigs in January 2026, with a sales volume of 404,400 pigs [23] Group 6 - Qinglong Pipe Industry's subsidiary won a 146 million yuan pipeline project [24] - Changshan Pharmaceutical announced that some of its products are expected to be selected for national centralized procurement [26] - Yangdian Technology completed the transfer of 12.96% of its shares through an agreement [27] Group 7 - Deepin Technology's investment fund introduced new limited partners and adjusted the capital contributions of some partners [28] - Qingyun Technology plans to pledge 25% of its shares for a loan application of up to 30 million yuan [29] - LaiMei Pharmaceutical reported a 57.20% year-on-year decline in net profit for 2025 [30] Group 8 - YouLiDe reported a 16.88% year-on-year decline in net profit for 2025, with total operating revenue of 1.221 billion yuan, up 7.99% [31] - Warner Pharmaceutical reported a net profit of 241 million yuan for 2025, an increase of 46.95% year-on-year [32] - LianRui New Materials reported a net profit of 293 million yuan for 2025, an increase of 16.42% year-on-year [33] Group 9 - HuaQin Technology expects a 24.28% year-on-year decrease in net profit for 2025, with projected revenue of 1.251 billion yuan, up 9.83% [34] - QiPai Technology's shareholder subscribed for 6.3 million shares, accounting for 5.49% of the total share capital [35] - Qilin Security's shareholders completed their planned share reductions without exceeding the original plan [36] Group 10 - Dameng Data announced the lifting of the detention of its senior vice president, allowing him to resume his duties [37] - Haiyou Engineering won a contract for the "NFPS COMP5" project worth approximately 4 billion USD, with the company's share exceeding 800 million USD [38] - Yatai Group plans to sell 20.81% of its shares in Northeast Securities, pending confirmation of financial statements [39]

Financial Performance - In 2025, the company reported total revenue of 1.274 billion yuan, a year-on-year decrease of 20.89% [1] - The net profit attributable to the parent company was 55.23 million yuan, down 57.20% year-on-year [1] - Basic earnings per share were 0.34 yuan, with a weighted average return on net assets of 2.87% [1] Stock Performance - Since January 2026, the company's stock price has shown volatility, with a single-day drop of 5.08% on January 26, closing at 71.91 yuan per share [2] - The stock experienced a net outflow of main funds on January 26, while on January 7, despite a price drop, there was a net inflow of 4.449 million yuan [2] - Over the past 60 days, the stock price has decreased by 24.88%, but there was a 17.36% increase from the beginning of the year to January 16 [2] Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included a reduction of 671,200 shares by Yongying Low Carbon Environmental Selection Mixed Fund A, bringing their holdings to 1.7366 million shares [3] - Jin Ying Technology Innovation Stock A increased its holdings by 400,000 shares, totaling 970,000 shares [3] - Hong Kong Central Clearing Limited also reduced its holdings, which may affect stock price stability [3] Project Development - The company is expanding its low-altitude digitalization projects, with the "Tianmu" system supporting low-altitude capability construction in over ten cities, including Hubei and Nanjing [4] - This project is viewed by institutions as a long-term growth point, although there are uncertainties in the early stages of industrialization that require attention to future order fulfillment [4] Industry Environment - The computer-software development sector, to which the company belongs, has experienced significant fluctuations recently, influenced by macro policies and industry competition, which may increase stock price volatility [5]

证券日报网讯 2月13日，莱斯信息发布2025年度业绩快报称，2025年公司实现营业总收入127353.29万 元，同比下降20.89%；归属于母公司所有者的净利润5523.29万元，同比下降57.20%。 （文章来源：证券日报） ...