二、公司关注并核实的情况 证券代码：002123 证券简称：梦网科技 公告编号：2025-015 梦网云科技集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况的说明 梦网云科技集团股份有限公司（以下简称"公司"或"本公司"）股票 （证券简称：梦网科技，证券代码：002123）于2025年2月5日、2月6日、2月7 日连续三个交易日收盘价格涨幅偏离值累计达到20%以上，根据《深圳证券交 易所交易规则》的有关规定，属于股票交易异常波动。 公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意 向、协议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生 较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 针对股票交易异常波动情况，公司进行了自查，并向公司实际控制人及控 股股东就相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的 ...

Core Viewpoint - The stock of Dream Network Technology has reached its daily limit up, with a turnover rate of 26.57% and a transaction amount of 2.383 billion yuan, indicating strong market interest and activity [1] Group 1: Trading Activity - The stock experienced a price deviation of 7.66%, leading to its inclusion on the Shenzhen Stock Exchange's watchlist for significant price movements [1] - Institutional investors net bought 24.32 million yuan, while the Shenzhen Stock Connect saw a net purchase of 2.84 million yuan [1] - The top five trading departments accounted for a total transaction amount of 356 million yuan, with a net selling of 20.12 million yuan [1] Group 2: Fund Flow - The stock saw a net outflow of 108 million yuan from main funds, with large orders showing a net inflow of 73.36 million yuan and large orders showing a net outflow of 181 million yuan [1] - Over the past five days, the main funds experienced a net outflow of 8.19 million yuan [1] Group 3: Margin Trading Data - As of February 5, the margin trading balance for the stock was 488 million yuan, with a financing balance of 486 million yuan and a securities lending balance of 1.87 million yuan [2] - In the last five days, the financing balance decreased by 51.62 million yuan, a decline of 9.60%, while the securities lending balance decreased by 0.44 million yuan, a decline of 18.95% [2] Group 4: Specific Trading Departments - The top buying departments included Guangfa Securities, Huatai Securities, and Guotai Junan, with significant buy amounts of 40.67 million yuan, 34.55 million yuan, and 32.71 million yuan respectively [2] - The top selling department was CITIC Securities, with a sell amount of 639.86 million yuan [2]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price not specified [5]. Core Views - The company is expected to achieve a net profit attributable to shareholders of between 46 million to 55 million yuan in 2024, marking a turnaround from losses [1]. - The company is focusing on its core business, with improvements in the 5G messaging service and international business growth, leading to a gradual recovery in the industry [2]. - The acquisition of Bicheng Digital is anticipated to enhance the company's profitability and create synergies in marketing and e-commerce services [3]. - The integration of AI capabilities is expected to drive business intelligence upgrades and operational efficiency [4]. Summary by Sections Financial Performance - In 2022, the company reported a revenue of 4,157.44 million yuan, which increased to 5,234.38 million yuan in 2023, with a projected revenue of 5,016.55 million yuan for 2024, reflecting a growth rate of -4.16% [10]. - The net profit attributable to shareholders was a loss of 722.07 million yuan in 2022, a loss of 1,822.49 million yuan in 2023, and is expected to turn positive with a profit of 54.16 million yuan in 2024 [10]. Business Development - The company is experiencing a recovery in the national SMS business, with a positive growth trend expected to continue into 2024 [2]. - The acquisition of Bicheng Digital, which generated revenues of 1.278 billion yuan and 1.591 billion yuan in 2022 and 2023 respectively, is expected to strengthen the company's market position [3]. - The company is enhancing its AI capabilities through the Tianhui Zhihui platform, integrating various AI models to improve service offerings [4]. Market Outlook - The report indicates that the domestic information market is gradually recovering, with opportunities in the international market continuing to expand [4]. - The company is expected to leverage its strong technical and service capabilities to capitalize on market opportunities in the medium to long term [4].

证券代码：002123 证券简称：梦网科技 公告编号：2025-014 一、股东股份质押的基本情况 | 股东名称 | 是否为控 股股东或 第一大股 | 本次解除 质押股份 | 占其所持股 份比例（%） | 占公司总股 本比例（%） | 起始日 | 解除日期 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 致行动人 | 数量（股） | | | | | | | | 余文胜 | 是 | 4,500,000 | 3.98% | 0.56% | 2024 年 1 月 25 日 | 2025 年 1 23 日 | 月 | 澳门发展银 行股份有限 | | | | | | | | | | 公司 | | 合计 | -- | 4,500,000 | 3.98% | 0.56% | -- | -- | | -- | （一）股东股份解除质押的基本情况 （二）股东股份质押基本情况 梦网云科技集团股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of 46 million to 55 million yuan for 2024, a significant recovery from a loss of 1.822 billion yuan in the same period last year [3]. - The net profit after deducting non-recurring gains and losses is projected to be between 20 million and 29 million yuan, compared to a loss of 1.877 billion yuan in the previous year [3]. - Basic earnings per share are anticipated to be between 0.05 yuan and 0.07 yuan, recovering from a loss of 2.22 yuan per share in the same period last year [3]. - There are no significant uncertainties affecting the accuracy of the performance forecast, with final audited financial data to be disclosed in the 2024 annual report [7]. Business Development - The company has made progress in its 5G reading and messaging business, with an increasing number of customers during the reporting period [5]. - The international business has seen rapid growth, contributing to enhanced competitiveness and influence in the global cloud communication industry [6]. - The company has optimized its business processes and improved operational efficiency, leading to a decrease in operating costs compared to the previous year [6].

| | 问：碧橙在电商代运营行业的市场地位如何，以及未来的盈 | | --- | --- | | | 利能力如何？ | | | 答：正如前面讲过，天猫六星，抖音钻石，拼多多也是头 | | | 部。未来盈利稳定增长，结合梦网的协同，有信心更高速地 | | | 增长。 | | | 问：碧橙在微信小店的打法及主要业务是什么？ | | | A：微信小店主要服务有全域布局需求在微信开店的品牌，一 | | | 般打包在与天猫、抖音等合作中，一起做运营、投流。过去 | | | 运营微信小店最大问题是流量获取，微信投流工具相对有 | | | 限。未来可以利用阅信将品牌店铺引流到微信小店。 | | | 问：具体讲讲在AI上的布局 | | | 答：在当下环境，营销环境愈加复杂，市场主导权转向买 | | | 方，需要关注消费者情绪和价值观。因此重视消费者体验和 | | | 需求的变化。那么AI在营销场景就尤为关键了，比如像广告 | | | 创意的内容生成和优化。那梦网有和智谱以及火山合作，提 | | | 升创意内容。同时我们会定向的个性化展示内容，精准分发 | | | 给用户。提高转化率。此外我们还在布局消息智能体，训练 | | ...

Investment Rating - The report maintains a "Recommend" rating for Dream Network Technology (002123 SZ) [4][6] Core Views - Dream Network Technology plans to acquire 100% of Bicheng Digital, a leading e-commerce service provider in China, to create synergies and enhance overall competitiveness [1] - The acquisition is expected to upgrade Dream Network's traditional messaging platform to a 5G/AI messaging platform, offering a new "Message as a Service" model with significant market potential [4] - The company's revenue is forecasted to grow from 5 5 billion in 2024 to 6 7 billion in 2026, with net profit attributable to parent company shareholders increasing from 79 million to 315 million during the same period [4][5] Business Synergies - Dream Network and Bicheng Digital have high customer overlap and complementary businesses, which is expected to create strong synergies [2] - Bicheng Digital can leverage Dream Network's messaging capabilities to reach more potential customers, while Dream Network can expand its service range through Bicheng Digital's enterprise clients [2] Financial Projections - Revenue growth is projected at 5 1% in 2024, 9 8% in 2025, and 10 4% in 2026 [5] - Net profit growth is forecasted at 104 3% in 2024, 151 8% in 2025, and 58 1% in 2026 [5] - EPS is expected to increase from 0 10 yuan in 2024 to 0 39 yuan in 2026 [5] Technological Advancements - Dream Network has launched its Cloud Communication 3 0 platform, integrating various messaging channels and AI capabilities [3] - The company has introduced Volcano Engine's Doubao large model, enabling enterprise clients to access advanced AI functions like text generation, speech recognition, and video generation [3] Valuation Metrics - PE ratio is projected to decrease from 120 in 2024 to 30 in 2026 [5] - PB ratio is expected to decline from 5 9 in 2023 to 4 4 in 2026 [5] - EV/EBITDA is forecasted to improve from -131 21 in 2023 to 18 55 in 2026 [10]

中国经济网北京1月16日讯 梦网科技(002123.SZ)今日复牌，股价一字涨停，截至发稿报11.89元，上涨 9.99%，总市值95.19亿元。 梦网科技昨晚披露的发行股份及支付现金购买资产并募集配套资金暨关联交易预案显示，公司拟通过发 行股份及支付现金的方式购买杭州碧橙数字技术股份有限公司（以下简称"碧橙数字"）100%股份并募 集配套资金。 截至预案签署日，本次交易相关的审计、评估工作尚未完成，标的资产交易价格尚未最终确定，最终交 易价格将参考符合《证券法》规定的资产评估机构出具的资产评估报告载明的评估值，由交易各方协商 确定。 本次交易预计构成重大资产重组。 本次交易对价中股份与现金对价支付比例尚未确定，具体股份与现金对价支付比例、相关支付安排及具 体对价将在标的公司审计、评估工作完成后，由交易双方协商确定，并在重组报告书中披露。 本次发行股份购买资产发行价格为8.30元/股。 本次募集配套资金总额不超过本次交易中以发行股份方式购买资产的交易价格的100%，且发行股份数 量不超过本次发行股份购买资产完成后上市公司总股本的30%，发行数量及价格按照中国证监会的相关 规定确定。 本次交易募集配套资金拟用于 ...

声明 上市地点：深圳证券交易所 股票简称：梦网科技 股票代码：002123 梦网云科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易预案 | 项目 | 交易对方 | | --- | --- | | 发行股份购买资产 | 刘宏斌、冯星等 名投资者 16 | | 募集配套资金 | 不超过 35 名特定投资者 | 二○二五年一月 梦网云科技集团股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易预案 本部分所述词语或简称与本预案"释义"所述词语或简称具有相同含义。 一、上市公司声明 本公司及全体董事、监事、高级管理人员承诺本预案及其摘要的内容真实、准确、 完整，保证不存在任何虚假记载、误导性陈述或者重大遗漏，并对所提供信息的真实 性、准确性和完整性承担个别和连带的法律责任。如因提供的信息存在虚假记载、误 导性陈述或重大遗漏，给上市公司或者投资者造成损失的，将依法承担赔偿责任。 本公司及董事会全体成员保证本预案所引用的相关数据的真实性和合理性。截至 本预案签署日，与本次交易相关的审计、评估工作尚未完成。标的公司经审计的财务 数据、评估结果将在重组报告书中予以披露。标的公司经审计的财 ...

证券代码：002123 证券简称：梦网科技 公告编号：2025-009 梦网云科技集团股份有限公司 关于暂不就本次交易事宜召开股东大会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 梦网云科技集团股份有限公司（以下简称"公司"）拟发行股份及支付现金 购买杭州碧橙数字技术股份有限公司全部股份并募集配套资金（以下简称"本次 交易"）。 公司于 2025 年 1 月 14 日召开第八届董事会第三十五次会议审议通过了《梦 网云科技集团股份有限公司发行股份及支付现金购买资产并募集配套资金暨关 联交易预案》及其摘要等与本次交易相关的议案。具体内容详见公司同日披露在 巨潮资讯网（www.cninfo.com.cn）的相关公告。 截至本公告披露日，本次交易涉及标的资产的审计、评估工作尚未完成，公 司董事会决定暂不召开股东大会审议本次交易相关议案。公司将在相关审计、评 估工作完成后，再次召开董事会会议审议本次交易的相关事项，并由董事会提请 股东大会审议与本次交易相关的议案。敬请广大投资者关注公司在巨潮资讯网 （www.cninfo.com.cn）披露的相关公告，并注意投 ...