Core Insights - The article highlights a significant surge in AI application stocks, particularly Shunwang Technology, which rose over 17% and has accumulated a 20% increase over the past five trading days as major internet companies like Alibaba, Tencent, and ByteDance intensify their competition in the AI sector [1] Industry Overview - The new economy industrial sector is experiencing a stabilization and recovery, entering a new cycle amidst differentiation [1] - In the information technology sector, the communication equipment segment is showing a strong rebound, while the computer and home appliance sectors are still seeking a bottom [1] - The software and information technology services industry has transitioned from explosive growth to a stable growth phase, with revenue growth rates converging below 15% [1] - The software industry is establishing a solid foundation, and the internet is entering a phase of innovative competition [1] Investment and Growth Drivers - Industry investment and production activities remain robust, with resilient digitalization demand [1] - Future growth is expected to rely on two new engines: the integration of AI applications and the overseas expansion of software and internet services [1] Role of Software Industry in AI - Within the AI industry chain, the software sector plays a crucial role in both the midstream technology layer and the downstream application layer [1] - In the midstream, the software industry provides AI frameworks, development platforms, and algorithm models, which are essential for AI application development [1] - In the downstream, the software industry facilitates the implementation of AI applications by integrating AI technology with various industries [1]

Core Viewpoint - Shunwang Technology (300113.SZ) anticipates a significant increase in net profit for the fiscal year 2025, driven by strategic focus on core business, product innovation, and operational efficiency [1] Financial Performance - The projected net profit attributable to shareholders is expected to reach between 360 million to 430 million yuan, representing a year-on-year growth of 42.92% to 70.71% [1] - The net profit after deducting non-recurring gains and losses is forecasted to be between 280 million to 320 million yuan, with a year-on-year increase of 28.35% to 46.68% [1] - Non-recurring gains are estimated to be between 80 million to 110 million yuan, a substantial rise from 33.72 million yuan in the previous year, primarily due to changes in fair value of non-current financial assets, investment income, and government subsidies [1] Business Development - The company has completed the foundational phase of its cloud business and is now entering a stage of deepening its business model and accelerating scale construction [2] - As of Q3 2025, Shunwang has established over 300 node data centers across nearly 200 key cities, serving around 800,000 terminals with high-quality computing power [2] - The launch of the "Shunwang E-sports Cloud Computer CITY Version" targets low-latency scenarios and is designed for various digital consumption environments, enhancing consumer experience [2] Strategic Initiatives - Shunwang aims to leverage its brand and channel advantages from "ChinaJoy" to enhance IP influence and provide innovative brand promotion and product experience services for younger consumers [3] - The company is expanding its global cooperation network, with the international version of ChinaJoy making its debut at the BRIDGE2025 summit, showcasing over 20 leading industry enterprises [3] Revenue Composition - In the first half of 2025, digital marketing advertising revenue accounted for 79.23% of total revenue, while gaming revenue made up 20.6% [4] - The digital marketing business utilizes big data analytics for targeted advertising, significantly improving ad conversion efficiency [4] - Shunwang maintains a daily operational partnership with Douyin for internet advertising, positioning itself as the official content cooperation platform for ChinaJoy [4] Product Innovation - The launch of the "Shunwang E-sports Cloud Computer CITY Version" extends cloud services from the esports sector to broader urban and digital consumption scenarios [4] - The company has developed a computing power service platform that integrates intelligent power management and agile cloud-edge collaboration, catering to various intelligent computing needs [4] - Shunwang is fostering a convergence of e-sports culture and commercial ecology through platforms like ChinaJoy, promoting a blend of e-sports, social interaction, and lifestyle [4]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300533 | 冰川网络 | 34.97 | -6.62% | 16.23万 | 5.70亿 | | 603444 | 吉比特 | 455.00 | -4.31% | 2.17万 | 9.92亿 | | 300002 | 神州泰岳 | 12.23 | -3.24% | 81.75万 | 10.07 乙 | | 002605 | 姚记科技 | 25.99 | -3.06% | 10.20万 | 2.66亿 | | 600633 | 浙数文化 | 15.47 | -2.77% | 66.30万 | 10.30亿 | | 300459 | 汤姆猫 | 5.11 | -2.67% | 199.91万 | 10.28亿 | | 300467 | 迅游科技 | 32.49 | -2.58% | 4.35万 | 1.42亿 | | 300299 | 富春股份 | 7.05 | -1.81% | 36.35万 | 2.57亿 | | 300031 | 宝通科技 ...

南财智讯1月30日电，顺网科技在投资者关系活动中表示，2025年12月正式发布"顺网电竞云电脑CITY 版"，该产品是针对5ms时延场景打造的云服务方案，可广泛适配酒店、商场、小区等各类数字消费场 景，并满足企业、学校等客户的智慧办公、教学等需求。 ...

南财智讯1月30日电，顺网科技在投资者关系活动中表示，截至2025年第三季度，公司已落地300多个节 点机房，覆盖近200个重点城市，为近80万终端服务，可运营电竞级高品质算力达5万路。 ...

证券代码：300113 证券简称：顺网科技 杭州顺网科技股份有限公司投资者关系活动记录表 | 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 | | 参与单位名称 及人员姓名 | 广发证券、国海证券、开源证券、华创证券、招商证券、博时基金、 华安基金、平安基金、中信保诚基金、新华资管、长江资管、德睿 | | | 恒丰资管、青榕资管、星斗资管、杉树资管、宇诚私募基金、真科 | | | 私募基金、荣炜私募基金、翀云私募基金、赛富投资等机构及其相 | | | 关人员（以上排名不分先后） | | 会议日期 年 | 2026 年 01 月 14 日、2026 年 01 月 15 日、2026 年 01 月 20 日、2026 01 月 21 日、2026 年 01 月 28 日 | | 会议地点 | 公司会议室、线上电话会议 | | 上市公司接待 人员姓名 | 副总经理、董事会秘书 戎颂怡女士 | | 投资者关系活动 主要内容介绍 | 就公司业务发展情况，以及调研机构关心的问题进行了问答交流， 具体见 ...

Group 1 - The A-share market showed a rebound today, with the ChiNext Index leading the gains, rising over 1.7%, driven by strong performance in sectors like optical modules and software ETFs [1] - The ChiNext Software ETF (华夏, 159256) saw its holdings, such as Shunwang Technology, increase by over 6%, while stocks like Information Development and Guangli Micro also performed well [1] - CICC analysis indicates that global capital expenditure on computing power will continue to drive the penetration of AI applications by 2026, emphasizing the resonance between software and AI as a core annual logic [1] Group 2 - The software industry plays a crucial role in the AI industry chain, primarily situated in the midstream technology layer and downstream application layer, providing essential technical support and facilitating the implementation of AI applications [2] - In the midstream technology layer, the software industry offers AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - In the downstream application layer, the software industry integrates AI technology with various sectors to promote the practical application of AI [2]

Core Viewpoint - Shunwang Technology reported that in the first half of 2025, the company achieved operating revenue of 1,010.25 million yuan, with network advertising and value-added services accounting for 79.23% of total revenue [2] Group 1 - The company’s operating revenue for the first half of 2025 is 1,010.25 million yuan [2] - Network advertising and value-added services represent 79.23% of the company’s total operating revenue [2]

杭州顺网科技股份有限公司 公司章程 二〇二六年一月 1 第一章 总则 第一条 为维护杭州顺网科技股份有限公司（以下简称"公司"）、股东、 职工和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司 法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证 券法》"）和《上市公司章程指引》等法律、行政法规的有关规定，制订本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司。 第七条 公司为永久存续的股份有限公司。 第八条 公司总经理为公司的法定代表人。 担任法定代表人的总经理辞任的，视为同时辞去法定代表人。 公司于 2009 年 12 月 3 日由杭州顺网信息技术有限公司以整体变更发起设立 的方式设立。公司在浙江省市场监督管理局注册登记，取得营业执照，统一社会 信用代码：91330000776617307P。 第三条 公司于 2010 年 8 月 4 日经中国证券监督管理委员会（以下简称"中 国证监会"）核准，首次向社会公众发行人民币普通股 1500 万股，于 2010 年 8 月 27 日在深圳证券交易所创业板上市。 第四条 公司注册名称：杭州顺网科技股份有限公司 ...

杭州顺网科技股份有限公司 募集资金管理办法 第二条 本办法所称募集资金是指公司通过发行股票或者其他具有股权性质 的证券，向投资者募集并用于特定用途的资金，但不包括公司实施股权激励计划 募集的资金。 本办法所称超募资金是指实际募集资金净额超过计划募集资金金额部分。 第三条 公司募集资金应当专款专用。公司使用募集资金应当符合国家产业 政策和相关法律法规，践行可持续发展理念，履行社会责任，原则上应当用于主 营业务，有利于增强公司竞争能力和创新能力。 第四条 公司董事会应当持续关注募集资金存放、管理和使用情况，有效防 范投资风险，提高募集资金使用效益。 公司的董事和高级管理人员应当勤勉尽责，确保公司募集资金安全，不得操 控公司擅自或者变相改变募集资金用途。 第五条 募集资金投资项目（以下简称"募投项目"）通过公司的子公司或 者公司控制的其他企业实施的，公司应当确保该子公司或者受控制的其他企业遵 守本办法规定。 第二章 募集资金的存放 第六条 公司应当审慎选择商业银行并开设募集资金专项账户（以下简称"专 1 第一章 总则 第一条 为规范杭州顺网科技股份有限公司（以下简称"公司"）募集资金 的管理和使用，保证募集资金的安 ...