南方都市报 NDDDAILY 2月13日，神州数码（000034）(000034.SZ)发布公告披露，公司控股股东、实际控制人郭为所持7738.89万股公司 股份被司法冻结，占其持股总数的50%、公司总股本的10.68%。叠加此前已冻结股份，郭为所持神州数码1.55亿 股已全部被冻结，对应市值超58亿元，成为A股近年来涉案金额最高的离婚股权纠纷之一。 证券代码:000034 证券简称:神州数码 公告编号:2026-011 神州数码集团股份有限公司 特别提示: 神州数码集团股份有限公司(以下简称"公司")控股股东郭为先生累计被冻结股 份数量占其所持公司股份数量比例超过80%,请投资者注意相关风险。 公司近日通过中国证券登记结算有限责任公司深圳分公司系统查询获悉,公司控股 股东郭为先生近日有部分所持公司股份被司法冻结,具体事项如下: | 殷东 | 是否为控股 股东或第一 | 本次冻结股 | 占其所 持股份 | 占公司 总股本 | 是否为限 售股及限 | 起始日 | 到期日 | 冻结申请 | 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | - ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]

2月13日，神州数码（000034.SZ）发布公告披露，公司控股股东、实际控制人郭为所持7738.89万股公 司股份被司法冻结，占其持股总数的50%、公司总股本的10.68%。叠加此前已冻结股份，郭为所持神州 数码1.55亿股已全部被冻结，对应市值超58亿元，成为A股近年来涉案金额最高的离婚股权纠纷之一。 | 股东 | 是否为控股 | 股东或第一 本次冻结股 | 占其所 | 占公司 | 是否为限 | | 到期日 | 冻结申请 | 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大殷京及其 | 份数量(股) | 持股份 | 总殷本 | 售股及限 | 起始日 | | 人 | | | | | | 比例 | 比例 | 备类型 | | | | | | | 一致行动人 | | | | | | | | | | 职为 | 是 | 77,388,901 | 50.00% | 10. 68% | 是,部分为 高管镜定 | 2026/2/ | 2029/2/ | 北京市海 淀区人民 | 司法 | | | | | | | | 10 | ...

Core Insights - The article highlights the rapid growth and development of China's artificial intelligence (AI) industry, showcasing significant user adoption and innovation across various sectors [3][4][14][24][31]. Group 1: AI Industry Growth - By the end of 2025, China's generative AI user base is projected to reach 602 million, a 141.7% increase from the end of 2024, with a penetration rate of 42.8%, up 25.2 percentage points year-on-year [3]. - The AI industry in Beijing has surpassed 2,400 companies, including 46 listed firms and 36 unicorns, accounting for over half of the national total [4]. - Shanghai's AI industry is expected to exceed 550 billion yuan in scale by the end of 2025, with a year-on-year growth rate of over 30% [14]. Group 2: Key Players and Innovations - Major companies leading the AI sector include ByteDance, Baidu, and Huawei, focusing on areas such as large models, AI algorithms, and smart driving [5][24]. - Shenzhen has seen a 22.6% year-on-year growth in its core AI industry, with a total scale reaching 368.5 billion yuan in 2024, indicating a shift towards source innovation [24]. - Hangzhou's AI industry is projected to grow from 300 billion yuan in 2023 to 399 billion yuan in 2024, with 84 listed companies and 10 unicorns by the end of 2025 [31]. Group 3: Data and Infrastructure - Beijing has registered 123 large model products and established a data foundation with over 150 petabytes of data [4]. - Shanghai has completed 137 registrations for generative AI services, building a workforce of 300,000 in the AI sector [14]. - Shenzhen's AI industry encompasses a full range of the supply chain, from chips to applications, with 2,887 related enterprises [24].

2月13日，神州数码（000034.SZ）发布公告披露，公司控股股东、实际控制人郭为所持7738.89万股公 司股份被司法冻结，占其持股总数的50%、公司总股本的10.68%。叠加此前已冻结股份，郭为所持神州 数码1.55亿股已全部被冻结，对应市值超58亿元，成为A股近年来涉案金额最高的离婚股权纠纷之一。 63岁实控人全部持股遭冻结 回顾事件脉络，2025年1月27日，神州数码就曾发布公告，郭为因婚姻家庭纠纷，其所持的7738.89万股 自2025年1月22日被法院冻结，冻结期限为3年。 2025年10月10日，神州数码披露，北京市海淀区人民法院已于2025年9月30日作出一审判决，准予郭为 与郭郑俐离婚。对于财产分割事宜，北京市海淀区人民法院将继续审理，再行裁判。 公开资料显示，郭为出生于1963年，现年63岁，毕业于中国科学技术大学，为神州数码创始人、董事 长，直接持有公司21.36%股份，为公司第一大股东，还曾在泰康人寿、鼎捷软件、浦发银行等担任独 立董事。 郭为前妻郭郑俐毕业于美国布朗大学，曾任英特尔、微软亚太区高管。2017年出任神州控股首席运营 官，2024年9月被解除职务。 此次第二轮冻结落地， ...

股东质押股份 神州数码近年来业绩呈现"增收不增利"态势。2024年营收同比增长7.14%至1281.66亿元，但归母净利润 同比下滑35.77%至7.53亿元；2025年前三季度营收1023.65亿元，同比增长11.79%，归母净利润6.70亿 元，同比减少25.01%。 股价与资金表现 经济观察网根据近期公开信息，神州数码（000034）有以下值得关注的事件： 2026年2月12日，神州数码公告称，控股股东郭为所持公司股份被司法冻结，本次冻结数量为7738.89万 股，占其持股比例的50%，导致其全部持股均被冻结。冻结原因为婚姻家庭纠纷案件，若股份后续被处 置，可能存在控股股东变更风险。 公司状况 公司于2026年2月9日召开了2026年第一次临时股东会，审议通过了预计2026年度日常关联交易、修订董 事薪酬管理制度及未来三年股东回报规划等事项。会议以现场与网络投票结合方式进行，中小投资者表 决单独计票。 业绩经营情况 2026年2月12日，神州数码股价上涨2.03%，报38.25元/股，但主力资金净流出49.58万元。今年以来股价 累计下跌1.70%，近5个交易日上涨6.37%。 以上内容基于公开资料整理 ...

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating an expected relative performance exceeding 15% compared to the benchmark index over the next 12 months [8]. Core Insights - The launch of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation, enabling users to create videos with simple text prompts, which is expected to enhance user engagement and frequency of use over the long term [3][5]. - The model's capabilities include multi-modal input acceptance, narrative coherence, and audio-visual synchronization, addressing key industry challenges such as character consistency and audio-visual mismatch [4][5]. - The demand for computational power is projected to increase exponentially due to the anticipated high concurrency from both consumer (C-end) content creation and business (B-end) API calls [6]. Summary by Sections Seedance 2.0 Launch and Features - Seedance 2.0 is integrated into various platforms, allowing users to generate short videos easily, which is expected to drive higher usage rates [3]. - The model supports multiple input types and can generate videos with synchronized audio, enhancing the creative process for users [4]. Computational Demand Projections - The report estimates that by October 2025, the monthly usage of AI-generated content on the platform will reach 63,900 times, with a total usage time of 1,668.2 hours [6]. - The complexity of video generation is significantly higher than that of text and images, leading to a substantial increase in computational requirements [6]. - Projections indicate that the number of required H100 GPUs for video generation could range from 2.4 million to 4.284 million under different scenarios, with a market space for H100 GPUs estimated between $4.8 billion and $8.568 billion [14][12]. Long-term Market Opportunities - The report highlights the potential for domestic computational power providers to benefit from the growth of AI video generation, with specific companies recommended for investment, including chip designers and AI server manufacturers [13]. - The user base for short videos in China is expected to exceed 1 billion by the end of 2024, with increasing daily usage times projected [7][11].

Mergers and Acquisitions - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan through issuing convertible bonds and cash payment, with the transaction expected to be a related party transaction and a major asset restructuring [1] - Xiamen Airport intends to acquire 100% equity of Zhaoxiang Technology for a cash consideration of 1.193 billion yuan, constituting a related party transaction but not a major asset restructuring [2] - Zhongnan Culture is planning to acquire controlling interest in Jiangyin Sulong Thermal Power through issuing shares and cash, with the stock expected to be suspended for up to 10 trading days [3] Earnings Disclosure - Bio Valley expects a net profit attributable to shareholders of -55.8469 million yuan for 2025, with a revenue forecast of 433 million yuan, a year-on-year decline of 16.12% [4] - Zhuozhao Adhesive anticipates a net profit of 51.8926 million yuan for 2025, reflecting a year-on-year growth of 350.08%, with revenues expected to reach 379 million yuan, a 202.58% increase [5] - Feiyi Pharmaceutical forecasts a net profit of 50.3319 million yuan for 2025, a year-on-year increase of 1.34%, with revenues expected to be 288 million yuan, up 6.37% [6] Shareholding Changes - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, equating to a maximum of 4.0634 million shares [7] - Laisentongling's shareholder Oulu Star Diamond intends to reduce its stake by up to 3% through both centralized bidding and block trading [8] - Dayuan Pump's controlling shareholder's concerted actor Han Yuanfu plans to reduce his stake by up to 3%, amounting to 559.5 thousand shares [9] Risk Matters - Tongde Chemical has received a pre-litigation property preservation order from a court, with a request to freeze assets worth 30.0466 million yuan [10] - Digital China announced that 50% of the shares held by its controlling shareholder Guo Wei have been judicially frozen, affecting 7.73889 million shares, which is 10.68% of the total shares [11] - He Xin Instrument expects to face delisting risk warnings if its audited net profit is negative and revenue falls below 1 billion yuan for 2025 [12]

证券代码：000034 证券简称：神州数码 公告编号：2026-011 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 特别提示： 神州数码集团股份有限公司（以下简称"公司"）控股股东郭为先生累计被冻结股 份数量占其所持公司股份数量比例超过 80%，请投资者注意相关风险。 公司近日通过中国证券登记结算有限责任公司深圳分公司系统查询获悉，公司控股 股东郭为先生近日有部分所持公司股份被司法冻结，具体事项如下： 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次冻结股 份数量（股） 占其所 持股份 比例 占公司 总股本 比例 是否为限 售股及限 售类型 起始日 到期日 冻结申请 人 原因 郭为 是 77,388,901 50.00% 10.68% 是，部分为 高管锁定 股 2026/2/ 10 2029/2/ 9 北京市海 淀区人民 法院 司法 冻结 合计 77,388,901 50.00% 10.68% 一、 本次冻结基本情况 郭为先生持有公司股份 154,777,803 股，其中限售股（高管锁定股）116,083,352 股，无限售流通股 38,69 ...