证券代码： 301236 证券简称：软通动力 软通动力信息技术(集团)股份有限公司 投资者关系活动记录表 编号：2026-001 投资者关系活 动类别 √ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 √ 路演活动 □ 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称 及人员姓名 长城基金 于翼资产 华商基金 暖逸欣基金 同犇投资 东吴基金 中再资产 格林基金 华富基金 华龙证券 中金公司 工银瑞信 易知投资 银叶投资 民生信托 西部利得 嘉实基金 华夏未来 长安基金 同泰基金 钦沐资产 五中基金 银华基金 国寿养老 东方睿石 国联民生证券 华创证券 天弘基金 兴证证券资管 国联安基金 长江养老 亚太财险 幸福人寿 煜德投资 筌笠资产 中国人保健康 中国人保 国投瑞银 兴业基金 农银汇理 大成基金 高毅资产 富国基金 盈创投资 鸿道投资 长盛基金 长城财富保险 泰德圣投资 富安达基金 诚盛投资 肇万资产 国联证券 华能贵诚信托 时间 2026 年 2 月 9 日至 3 月 10 日 地点 电话会议+现场会议 上市公司接待 人员姓名 投资者关系总经理 李昕女士 投关团队 ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company is positioned as a leader in the AI era, leveraging its "AI+" strategy to penetrate various sectors, including government and finance, achieving significant market share [3][4] - The company has established a robust product ecosystem centered around its "Intelligent Computing Center + OS + Server" framework, enhancing its capabilities in AI infrastructure [3] - The Tianxuan MaaS platform is highlighted as a critical component of the company's AI capabilities, enabling efficient model management and application across industries [4][10] Business Development - The company has secured multiple contracts, including projects with China Unicom and provincial public security departments, indicating strong demand for its products [3] - The introduction of innovative hardware solutions, such as the first liquid-cooled AI inference workstation, demonstrates the company's commitment to technological advancement [9] - The company is expanding its product lines to include various AI-driven solutions, enhancing its competitive edge in the market [11] Financial Projections - Projected revenue growth is significant, with expected revenues of 31.316 billion CNY in 2024, increasing to 52.649 billion CNY by 2027, reflecting a compound annual growth rate (CAGR) of 17.3% [12] - The net profit attributable to shareholders is forecasted to rise from 180 million CNY in 2024 to 952 million CNY in 2027, indicating a strong recovery and growth trajectory [12] - The company's price-to-earnings (PE) ratio is projected to decrease from 254 in 2024 to 48 by 2027, suggesting improved valuation as profitability increases [12]