9．债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"信服转债"转换为股票，特提请投资者关注不 能转股的风险。 10．风险提示：截至 2026 年 3 月 16 日收市后仍未转股的"信服转债"，将 按照 100.51 元/张的价格强制赎回。因目前"信服转债"二级市场价格与赎回价 格存在较大差异，特提醒"信服转债"持券人注意在期限内转股，如果投资者 未及时转股，可能面临损失，敬请广大投资者注意风险。 | 证券代码：300454 | 证券简称：深信服 | 公告编号：2026-008 | | --- | --- | --- | | 债券代码：123210 | 债券简称：信服转债 | | 深信服科技股份有限公司 关于提前赎回"信服转债"的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要提示： 8．根据安排，截至 2026 年 3 月 16 日收市后仍未转股的"信服转债"将被 强制赎回。本次赎回完成后，"信服转债"将在深圳证券交易所摘牌，特提醒"信 服转债"持券人注意在期限内转股。债券持有人持有的"信服转债"如存在被 ...

临时受托管理事务报告 证券代码：300454 证券简称：深信服 转债代码：123210 转债简称：信服转债 中信建投证券股份有限公司 关于 深信服科技股份有限公司 提前赎回"信服转债"的 债券受托管理人 二〇二六年二月 重要声明 中信建投证券作为深信服科技股份有限公司（以下简称"深信服"或"公司"） 向不特定对象发行可转换公司债券的可转债受托管理人，持续密切关注对可转债 持有人权益有重大影响的事项。 公司于 2026 年 2 月 11 日召开第三届董事会第三十六次会议，审议通过了《关 于提前赎回"信服转债"的议案》，结合当前市场及公司实际情况，为降低公司 财务费用及后续利息支出，经过审慎考虑，公司董事会决定本次行使"信服转债" 的提前赎回权利，并授权公司管理层负责后续"信服转债"赎回的全部事宜。并 于同日披露了《深信服科技股份有限公司关于提前赎回"信服转债"的公告》。 根据《公司债券发行与交易管理办法》《公司债券受托管理人执业行为准则》 《可转换公司债券管理办法》等相关规定及本次债券受托管理协议的约定，现就 "信服转债"本次债券重大事项报告如下： 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法 ...

中信建投证券股份有限公司 关于深信服科技股份有限公司 提前赎回"信服转债"的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为深信服科技股份有限公司（以下简称"深信服"或"公司"）向不特定对象发 行可转换公司债券的保荐人，根据《可转换公司债券管理办法》《深圳证券交易 所上市公司自律监管指引第 2 号—创业板上市公司规范运作》《深圳证券交易所 上市公司自律监管指引第 15 号——可转换公司债券》等有关规定，对公司提前 赎回"信服转债"的情况进行了核查，核查情况及核查意见如下： 一、可转债的基本情况 （一）可转债发行上市情况 经中国证券监督管理委员会《关于同意深信服科技股份有限公司向不特定对 象发行可转换公司债券注册的批复》（证监许可〔2023〕1428 号）同意注册，公 司于 2023 年 7 月 27 日向不特定对象发行 1,214.7560 万张可转换公司债券（以下 简称"可转债"或"信服转债"），每张面值 100 元，发行总额为 121,475.6000 万元。经深圳证券交易所同意，公司可转债自 2023 年 8 月 18 日起在深圳证券交 易所挂牌交易，债券简称"信服转债" ...

北京市金杜（深圳）律师事务所 关于深信服科技股份有限公司 可转换公司债券提前赎回的法律意见书 致：深信服科技股份有限公司 北京市金杜（深圳）律师事务所（以下简称本所）接受深信服科技股份有限公司（以 下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、《中华 人民共和国公司法》（以下简称《公司法》）、《可转换公司债券管理办法》（以下简 称《管理办法》）、《深圳证券交易所上市公司自律监管指引第 15 号—可转换公司债 券》（以下简称《监管指引》）等相关法律、法规、规范性文件及深圳证券交易所（以 下简称深交所）业务规则，以及《深信服科技股份有限公司向不特定对象发行可转换公 司债券募集说明书》（以下简称《募集说明书》）等有关规定，就公司提前赎回已发行 的可转换公司债券（以下简称可转债）的相关事宜（以下简称本次提前赎回）出具本法 律意见书。 金杜依据《证券法》《律师事务所从事证券法律业务管理办法》《律师事务所证券 法律业务执业规则（试行）》等规定及本法律意见书出具日以前已经发生或者存在的事 实，严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证， 保证本法律意见书所认定的事实真实、 ...

深信服科技股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日以电子邮 件等方式发出会议通知，于 2026 年 2 月 11 日在公司会议室以现场及通讯方式召 开第三届董事会第三十六次会议。本次会议应出席董事 8 名，实际出席董事 8 名。本次董事会会议由董事长何朝曦先生主持。本次会议的召集和召开符合《公 司法》等法律法规、规范性文件以及《公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，以投票表决方式通过了以下决议： (一)审议通过《关于提前赎回"信服转债"的议案》 | 证券代码：300454 | 证券简称：深信服 | 公告编号：2026-007 | | --- | --- | --- | | | 债券简称：信服转债 | | | 债券代码：123210 | | | 深信服科技股份有限公司 第三届董事会第三十六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 三、备查文件 1.公司第三届董事会第三十六次会议决议； 2.中信建投证券股份有限公司出具的《关于深信服科技股份有限公司提前赎 回"信服转债"的 ...

Group 1 - The company Shenxinfu announced the convening of its 36th board meeting on February 11, 2026, to discuss the early redemption of "Xinfeng Convertible Bonds" [1] - The meeting was held both in-person and via communication methods [1] Group 2 - A new Chinese video model, referred to as the "strongest on the surface," can generate 15-second videos for commercial delivery using just a few prompt words, leading to a surge in film stocks [1]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

Group 1: AI and Power Equipment - Alphabet plans to raise $20 billion through bond issuance, exceeding previous expectations, to invest heavily in data centers crucial for its AI strategy [1] - The global demand for high-power, stable electricity supply for AI computing is increasing, leading to a supply-demand gap in high-voltage power equipment [1] - TBEA is a leading private transformer manufacturer in China, capable of integrated services in high-voltage cables and accessories [2] Group 2: AI and Security - The integration of AI into cybersecurity is creating new opportunities, with safety and trust becoming core themes in the industry [3] - The implementation of new cybersecurity regulations in China marks a shift towards more detailed governance in the sector [3] - Anheng Information has launched China's first AI security agent, enhancing its capabilities in various security scenarios [4] Group 3: Metal Prices - The price of indium has surged to its highest level in over a decade, with a significant increase of 88% from 2500 RMB/KG to 4700 RMB/KG [5] - China accounts for 70% of global indium production, and the supply growth has been limited, indicating potential for further price increases [5] - Xiyang Co. holds the largest indium resource reserves globally, producing 101.62 tons of indium [5] Group 4: Tourism Industry - The domestic tourism market is expected to see a 300% increase in planned trips during the upcoming Spring Festival, indicating a strong recovery [6] - Companies like Sanxia Tourism are expanding their offerings to meet diverse consumer demands, including high-end cruise services [7] Group 5: AI Content Creation - Reading Group is focusing on AI-driven content creation, aiming to enhance the efficiency and value of IP development [8] - Daily Interactive provides data intelligence services, catering to the short video and short drama sectors [9] Group 6: Automotive Industry - The Ministry of Commerce is implementing measures to boost automotive consumption, including trade reforms and policies to support vehicle replacement [11] - Companies like Feilong Co. and Xingyu Co. are positioned to benefit from the anticipated growth in the automotive sector [11]

Core Insights - The National Innovation Center in Beijing has gathered over 700 enterprises, covering key sectors such as CPU, operating systems, databases, complete machines, network security, and application software [5][21]. Group 1: Key Enterprises - Loongson Technology (龙芯中科, 688047) is a leader in domestic CPU with its LoongArch instruction set and has a strong market share in government and terminal markets [6][22]. - Phytium Technology (飞腾信息, 000066) leads in the integration of servers and terminals with its FT series CPUs and has a well-adapted ecosystem [6][22]. - Haiguang Information (海光信息, 688041) focuses on general-purpose CPUs and DCU chips, being a major player in high-performance computing and data center chips [7][22]. - Tongxin Software is a core manufacturer of domestic desktop and server operating systems with a rich adaptation ecosystem [8][23]. - Kylin Software (麒麟软件, 600536) is a key supplier for critical industries such as government and finance with its Galaxy Kylin OS [9][24]. - DM Database (达梦数据库) is recognized as a benchmark for domestic databases with leading transaction processing performance [10][25]. - Renmin University of China Database (人大金仓) has a high penetration rate in government and central enterprise markets with its KingbaseES database [11][26]. - Sugon (中科曙光, 603019) is a leader in server and supercomputing infrastructure with advanced liquid cooling technology [12][27]. - China Great Wall Technology (中国长城, 000066) is a core enterprise in the domestic closed-loop for innovation with its Feiteng platform and terminals [13][28]. - Aisino (亚信安全, 688225) leads in security solutions for innovation environments with strong adaptation capabilities [14][29]. - Sangfor Technologies (深信服, 300454) is a leader in enterprise security and cloud computing solutions [15][29]. - Kingsoft Office (金山办公, 688111) is a leading domestic office software provider with extensive adaptation in innovation [15][29]. - Yonyou Network (用友网络, 600588) is a core manufacturer for enterprise management software transformation in innovation [16][30]. - SMIC (中芯国际) supports domestic chip manufacturing with its advanced 12-inch wafer fabrication capabilities [16][30]. - Unisoc (紫光汉图) provides adaptation and solutions for innovation [16][30].

Group 1: Software ETF Performance - The software ETF Huatai (159590) saw most of its constituent stocks perform positively, with Dongfang Guoxin rising over 16%, Wanjing Technology increasing by over 11%, and 360 reaching the daily limit [2] - Key stocks and their performance include: - 360 (601360): 4.03% weight, 9.97% increase, trading volume of 4.363 billion - Keda Xunfei (002230): 12.40% weight, 2.72% increase, trading volume of 2.972 billion - Tonghuashun (300033): 7.02% weight, 3.54% increase, trading volume of 2.591 billion - Dongfang Guoxin (300166): 0.92% weight, 16.83% increase, trading volume of 2.201 billion - Wanjing Technology (300624): 1.18% weight, 11.57% increase, trading volume of 2.154 billion [3] Group 2: AI Video Generation Technology - ByteDance's AI video generation model, Seedance 2.0, has gained significant attention for its ability to create high-quality videos from text or images in under 60 seconds, featuring multi-scene narratives [4] - The model addresses key pain points in AI video generation, such as controllability and coherence, and is expected to catalyze a rebound in AI applications [5][6] - The technology is seen as a turning point for video generation, shifting the focus from technical capabilities to content quality and narrative value [7][8] Group 3: Market Sentiment and Future Outlook - Market sentiment is currently at a low point, but the introduction of Seedance 2.0 is expected to stimulate the AI application sector, particularly in cloud services and computing [5] - Analysts predict that the AI industry will see significant growth as the technology matures, with a focus on AI applications and the integration of AI agents into business processes [10][11] - The evolution of AI agents is anticipated to lead to structural changes in the industry, with increased demand for hardware and a shift in application entry points [12]