智通财经见习记者|张雨薇 用时三个月，南网数字走完从IPO申请到上会的全套流程。 9月28日，南网数字提交了在创业板上市的注册稿，距离该公司6月27日IPO申请被深交所受理仅过去三个月，距离成功IPO仅一步之遥。 | | | 圆 南方电网数字电网研究院股份有限公司 | | | | --- | --- | --- | --- | --- | | 已受理 2025-06-27 | 已问询 2025-07-06 | 上市委会议 2025-09-26 | 提交注册 2025-09-28 | 注册结果 | | | | 通过 | | | | 项目基本信息 | | | | | | 公司全称 | 南方电网数字电网研究院股份有限公 리 | 公司简称 | 南网数字 | | | 受理日期 | 2025-06-27 | 更新日期 | 2025-09-28 | | | 审核状态 | 提交注册 | 预计融资金额(亿元) | 25.5446 | | 截自深交所网站 南网数字孵化自中国南方电网有限责任公司(下称南方电网)，是南方电网下属专注于电力行业数字化的专业化企业。其前身为南方电网数字电网研究院有限 公司，成立于2017年3月，2023 ...

9月19日下午15:30 - 17:00，广东天亿马信息产业股份有限公司通过全景网"投资者关系互动平台"以网络 远程方式召开业绩说明会，董事长林明玲、副董事长兼总经理马学沛等多位公司高层接待了投资者网上 提问。 本次业绩说明会，投资者围绕公司业绩、收购进展、业务布局等方面提出诸多问题，公司一一进行回 复，透露了不少关键信息。 上半年业绩增长归因与成本控制 公司2025年上半年营业收入和净利润增长，主要得益于前期布局的算力服务、企业数字化等业务增长。 报告期内，企业数字化业务取得突破，新签多个国有大中型企业软件开发项目。同时，公司在成本控制 上成效显著，销售费用支出1,017.98万元，同比下降15.92%；管理费用支出1,604.16万元，同比下降 8.22%，有效提升了经营效益。 2025年2月深圳算力集群服务项目交付使用后，上半年实现收入3,007.53万元，8月签署的某国产算力项 目，合同期3年，合同金额5,781.6万元，为业绩提供有力支撑。下半年，公司将评估算力节点或集群建 设可行性，若条件成熟，不排除启动新的算力基础设施建设项目，扩大市场份额。 并购星云开物目的与未来业务方向 公司并购星云开物主要 ...

Group 1: Financial Performance - The company's revenue for the first half of 2025 reached CNY 43.45 million, a year-on-year increase of 126.37% due to growth in digital enterprise services and computing power services [2][3] - The computing power service project in Shenzhen generated revenue of CNY 30.08 million with a gross margin of 46.48% [3] - The company effectively improved operational efficiency by reducing sales expenses by 15.92% to CNY 10.18 million and management expenses by 8.22% to CNY 16.04 million [3] Group 2: Acquisition Plans - The company is in the process of acquiring 100% equity of Guangdong Xingyun Kaiwu Technology Co., Ltd., with cash and share issuance [4][6] - The acquisition is pending completion of asset audits and evaluations, with no confirmed timeline for approvals [4][6] - The target company reported an expected revenue of CNY 444.70 million and a net profit of CNY 90.71 million for 2024, pending audit [6][7] Group 3: Future Growth Expectations - The company anticipates continued growth in the second half of 2025, driven by ongoing projects in computing power and digital enterprise services [5] - A new three-year contract for a domestic computing power project worth CNY 57.82 million was signed in August, contributing to future revenue [7] - The acquisition of Xingyun Kaiwu is expected to enhance the company's competitive edge and expand its product application scenarios [5][8] Group 4: Technological Advancements - The company has developed AI applications, including the "Yiqi AI Government Assistant" and "Company AI Assistant," aimed at improving efficiency in government and enterprise operations [10] - The company holds the first batch of DRCA certificates in the big data industry and has launched multiple data products on trading platforms [10]

Core Insights - Tianyima (301178) reported a significant revenue increase of 63.24% year-on-year, reaching 146 million yuan in the first half of 2025, and achieved a net profit of 6.06 million yuan, marking a turnaround from losses [1][2] Group 1: Financial Performance - The notable revenue growth is attributed to successful expansion in emerging business areas, particularly in computing power services, which generated 30.08 million yuan with a gross margin of 46.48% [1] - The smart enterprise business segment achieved revenue of 43.45 million yuan, reflecting a robust year-on-year growth of 126.37% [1] Group 2: Strategic Initiatives - The company has identified "transformation" as a key theme for the year, with significant progress in business structure adjustments [1] - The successful delivery of the Shenzhen computing power cluster service project in February 2025 contributed to substantial revenue and profit [1] - In August, the company signed a contract for a domestic computing power project worth 57.82 million yuan, further solidifying its market position in the computing power service sector [1] Group 3: Digitalization and Expansion - In the realm of enterprise digitalization, the company has secured multiple software development projects with state-owned and large enterprises, enhancing its business scale and market influence [2] - The company is also pursuing external growth through capital platforms, with plans to acquire Xingyun Kaiwu, a national-level specialized "little giant" enterprise focused on integrated IoT smart hardware and SaaS cloud solutions [2]

Core Viewpoint - Tianyi Ma (301178.SZ) reported significant growth in its half-year results for 2025, with a revenue of 146 million yuan, marking a year-on-year increase of 63.24%, and a net profit attributable to the parent company of 6.0591 million yuan, indicating a turnaround from losses [1] Revenue Growth - The company's revenue growth is primarily attributed to the expansion of its computing power services and enterprise digitalization businesses [1] - The enterprise digitalization segment achieved a breakthrough with new contracts from several state-owned and large enterprises, generating revenue of 43.4521 million yuan, which is a 126.37% increase year-on-year [1] Computing Power Services - The company has increased its focus and investment in computing power services, with the Shenzhen computing power cluster service project delivered in February, generating revenue of 30.0753 million yuan and a gross margin of 46.48% during the reporting period [1] - In August, the company signed a three-year contract for a domestic computing power project, with a contract value of 57.816 million yuan [1] Business Quality Improvement - The new businesses in computing power services and enterprise digitalization have laid a solid foundation for the improvement of the company's business quality and sustained revenue growth [1]

Core Viewpoint - The company, Aerospace Information, has shown a slight increase in stock price and has significant business operations in digital government and enterprise digitalization sectors [1] Group 1: Stock Performance - The latest stock price of Aerospace Information is 9.36 yuan, reflecting an increase of 0.21% from the previous trading day [1] - The trading volume for the day was 255,576 hands, with a total transaction amount of 240 million yuan [1] - The stock price fluctuated between 9.30 yuan and 9.46 yuan during the day, resulting in a volatility of 1.71% [1] Group 2: Business Segmentation - In the 2024 financial report, the digital government business accounted for 57.86% of the company's revenue, while the enterprise digitalization business represented 41.38% [1] Group 3: Corporate Governance - On August 15, the company held a staff representative meeting to elect employee directors and conducted an extraordinary shareholders' meeting to approve the cancellation of the supervisory board [1] - The first meeting of the ninth board of directors resulted in the election of a new chairman [1] Group 4: Capital Flow - On the same day, there was a net outflow of 900.46 million yuan in main funds, with a cumulative net outflow of 2,532.95 million yuan over the past five trading days [1]