经济观察网神州信息（000555）2025年业绩预告扭亏为盈，同时控股股东计划减持股份。 业绩经营情况 2026年1月30日，神州信息发布公告，预计2025年归母净利润为4600万至6900万元人民币，较2024年亏 损5.24亿元实现扭亏，主要因市场开拓、回款改善及商誉减值下降。 股东质押股份 神州控股(00861.HK)于2025年12月9日公告，计划在2026年内出售不超过神州信息总股本2.95%的股份， 所得资金用于AI等领域发展。 股票近期走势 2026年2月2日，因业绩预告利好，神州控股股价单日大涨近50%；神州信息近期股价呈现震荡，如2026 年2月10日收盘价18.13元，近5日主力资金净流入8924.23万元。 以上内容基于公开资料整理，不构成投资建议。 公司状况 2026年2月9日，公司公布员工持股计划，拟筹集资金上限1.1亿元，通过二级市场购买不超过1000万股 股份，约占公司总股本1.02%。 ...

Industry Insights - The Ministry of Industry and Information Technology and three other departments jointly issued the "Implementation Plan for Digital Transformation in the Automotive Industry," aiming to enhance the top-level design of digital transformation and promote high-quality development in the automotive sector [1] - The National Development and Reform Commission and four other departments released opinions on strengthening the construction of data element disciplines and digital talent teams, aiming to activate data elements to empower new productivity and promote the integration of education, talent, industry, and innovation chains in the data field [1] - Zhejiang Province has launched a major technological initiative for low-altitude economy, targeting key technologies in equipment manufacturing, operational support, and scenario applications over the next three years to support the development of a low-altitude economy [1] Company News - China Ocean Shipping Group signed contracts for 87 new ship orders with China Shipbuilding Group, with a total contract value of approximately 50 billion RMB, marking the highest single cooperation signing amount for domestic shipbuilding enterprises [1] - JD Logistics has launched its sixth-generation intelligent delivery vehicle in Saudi Arabia, which will collaborate with JoyExpress couriers to provide last-mile delivery services for local consumers [1] - Cainiao's Hong Kong eHub smart air cargo center has officially launched an automated stacking system, becoming the first in Hong Kong to achieve full-process automation from security inspection to grouping [1] - Deppon Express has created a "direct train" for Middle East logistics, opening air and sea transport routes connecting China to six countries including the UAE and Saudi Arabia, providing full-link logistics services to connect with the Middle East market [1] - Beijing Hualian Printing has introduced BYD's new energy forklifts, achieving a dual leap in environmental efficiency and operational efficiency [1] - Shenzhou Holdings has opened its flagship warehouse in South China, serving as a logistics center to empower the upgrade of fast-moving consumer goods in the South China region [1] - New Stone Technology has officially entered JD's self-operated mall, becoming the first unmanned vehicle brand to partner with a comprehensive e-commerce platform, exploring new paths for unmanned vehicle commercialization [1]

Group 1 - The company Guangdian Yuntong responded to investor inquiries on February 9, indicating that for information regarding Shenzhou Holdings, investors should refer to the company's previously disclosed announcements [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 海外監管公告 本公告是由Digital China Holdings Limited (神州數碼控股有限公司* )（「本公司」）根據 香港聯合交易所有限公司證券上市規則第 13.10B條而作出。 以下附件是本公司依臺灣相關證券法律的規定於二零二六年二月五日在臺灣證券交易所 股份有限公司網頁刊發的公告。 承董事會命 Digital China Holdings Limited (神州數碼控股有限公司*) 郭為 主席兼首席執行官 香港，二零二六年二月五日 於本公告刊發時，董事會由十名董事組成，包括： 獨立非執行董事：劉允博士、金昌衛先生、郭嵩博士、陳惠康先生及李靜博士 網址： www.dcholdings.com * 僅供識別 附表三十九 神州數碼控股有限公司 臺灣存託憑證流通及兌回情形月報表 執行董事：郭為先生（主席兼首席執行官）、林楊先生（副主席）及蔡英華先生(總裁 及首席運營官) 非執行董事：叢珊女士 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 神州數碼控股有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00861 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,500,000,000 | HKD | | 0.1 | HKD | | 250,000,000 | 本月底法定/註冊股本 ...

Group 1 - The core point of the article is that Shenzhou Holdings (0861.HK) experienced a significant stock price increase of over 48% at the beginning of trading, which later narrowed to a 14% increase, with a trading volume of 360 million HKD [1] - Shenzhou Holdings announced that its indirect non-wholly owned subsidiary, Shenzhou Information (000555.SZ), is expected to report a net profit attributable to shareholders ranging from 46 million to 69 million CNY for the year ending last year [1] - For 2024, Shenzhou Information is projected to incur a loss of approximately 524 million CNY, attributed to various operational improvements and market expansion efforts [1] Group 2 - The company explained that the anticipated turnaround in Shenzhou Information's performance is primarily due to proactive market development, leading to an increase in annual revenue [1] - Improvements in accounts receivable management have resulted in a reduction in impairment losses on accounts receivable compared to the previous year [1] - The company also noted a significant decrease in goodwill impairment losses compared to the same period last year [1]

Core Viewpoint - Shenzhou Holdings (0861.HK) experienced a significant stock price fluctuation, initially rising over 48% before stabilizing at a 14% increase, with a trading volume of 360 million HKD [1] Financial Performance - Shenzhou Holdings forecasts that its indirect non-wholly owned subsidiary, Shenzhou Information (000555.SZ), will report a net profit attributable to shareholders between 46 million to 69 million CNY for the year ending last December [1] - For 2024, Shenzhou Information is expected to incur a loss of approximately 524 million CNY [1] Market Strategy - The anticipated turnaround in Shenzhou Information's performance is attributed to proactive market expansion, leading to an increase in annual revenue and profit growth [1] - The company has improved its management of receivables, resulting in an overall enhancement in collection rates and a reduction in impairment losses on receivables compared to the previous year [1] - There has also been a significant decrease in goodwill impairment losses compared to the same period last year [1]

Core Viewpoint - Shenzhou Holdings (00861.HK) experienced a significant increase in stock price, rising nearly 50% in early trading, with a current increase of 42.11% at HKD 3.78 per share, and a trading volume of HKD 56.3773 million [2] Company Summary - Shenzhou Holdings' stock price surged by approximately 50% in early trading [2] - As of the report, the stock is trading at HKD 3.78, reflecting a 42.11% increase [2] - The trading volume reached HKD 56.3773 million [2]

消息面上，神州控股发布公告，其间接非全资附属公司神州信息（000555）2025年度归母净利润将达到 4600万至6900万元人民币，2024年亏损5.24亿元人民币，实现扭亏为盈。 公司表示，业绩大幅增长是公司积极开拓市场，营业收入同比提升，推动利润实现增长；其次，公司加 强收款项管理，回款情况明显改善；此外，商誉减值较上年显著下降。据神州控股公告信息，目前持有 神州信息约38.70%的股份。因此，神州信息利润的大幅增长，也将对神州控股2025年整体业绩情况产 生积极助力。 神州控股(00861)早盘涨近50%，截至发稿，涨42.11%，报3.78港元，成交额5637.73万港元。 ...

Core Viewpoint - Shenzhou Holdings (00861) experienced a significant stock price increase of nearly 50%, with a current rise of 42.11% to HKD 3.78, and a trading volume of HKD 56.38 million [1] Financial Performance - Shenzhou Holdings announced that its indirect non-wholly owned subsidiary, Shenzhou Information, is projected to achieve a net profit attributable to shareholders of RMB 46 million to RMB 69 million for the fiscal year 2025 [1] - The company reported a loss of RMB 524 million for 2024, indicating a turnaround to profitability in 2025 [1] Factors Driving Growth - The substantial increase in performance is attributed to the company's proactive market expansion, resulting in a year-on-year increase in operating revenue [1] - Improved management of receivables has led to a noticeable enhancement in collection performance [1] - A significant reduction in goodwill impairment compared to the previous year has also contributed to the profit growth [1] Ownership Impact - Shenzhou Holdings currently holds approximately 38.70% of Shenzhou Information's shares, meaning the substantial profit growth of Shenzhou Information will positively impact Shenzhou Holdings' overall performance in 2025 [1]