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北京首都在线科技股份有限公司 关于提前归还部分暂时补充流动资金的闲置募集资金的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-13 23:01
Group 1 - The company, Beijing Capital Online Technology Co., Ltd., has approved the temporary use of idle raised funds amounting to 300 million RMB to supplement its working capital, with a usage period not exceeding 12 months from the board's approval date [1] - As of the announcement date, the company has utilized 180.298 million RMB of idle raised funds for temporary working capital, adhering to relevant regulations and ensuring that the normal operation of the fundraising projects is not affected [2] - The company has repaid a total of 30 million RMB of the temporarily used idle raised funds, with an outstanding amount of 150.298 million RMB to be repaid by May 19, 2026 [3] Group 2 - The company has scheduled its first extraordinary shareholders' meeting for 2026 on February 24, 2026, as approved by the board [5] - The meeting will be held in a combined format of on-site voting and online voting, with specific time slots for each voting method [7][8] - Shareholders must register for the meeting by providing necessary documentation, and the registration period is set for February 10, 2026 [15]
北京首都在线科技股份有限公司关于召开2026年第一次临时股东会的提示性公告
Shang Hai Zheng Quan Bao· 2026-02-13 17:11
Meeting Announcement - The company will hold its first extraordinary general meeting of 2026 on February 24, 2026 [1] - The meeting will be convened by the board of directors and complies with relevant laws and regulations [1][7] Meeting Details - The meeting will take place at 14:50 on February 24, 2026, with network voting available from 9:15 to 15:00 on the same day [2][3] - Shareholders must register by February 9, 2026, to attend the meeting [4] Voting Procedures - Shareholders can vote either in person or through online platforms provided by the Shenzhen Stock Exchange [3][16] - The meeting will include both ordinary and special resolutions, with different voting thresholds required for approval [7][8] Registration Information - Personal shareholders must present identification and securities account cards for registration [9] - Corporate shareholders must provide relevant legal documents and identification for their representatives [9][10] Financial Management - The company has returned a total of 30 million RMB of temporarily used idle raised funds back to its special account [28][29] - The remaining amount of idle raised funds yet to be returned is 150.298 million RMB, which will be returned by May 19, 2026 [29]
首都在线:公司云服务具备五大核心优势
Zheng Quan Ri Bao Wang· 2026-02-13 13:40
Core Viewpoint - The company emphasizes its five core advantages in cloud services, which include global cloud network integration, intelligent heterogeneous adaptation, minute-level elastic delivery, light-asset cost optimization, and full-stack security compliance [1] Group 1: Global Cloud Network Integration - The company covers over 50 countries and regions with its nodes, enabling global deployment within 5 minutes [1] - The self-developed GIC platform allows for low-latency scheduling across regions, effectively avoiding cost pressures in single regions [1] - The service is designed to adapt to cross-border scenarios [1] Group 2: Intelligent Heterogeneous Adaptation - The company utilizes a self-developed architecture that integrates GPU, CPU, and domestic chips under the "one cloud, multiple cores" model [1] - It supports both NVIDIA and domestic chips, ensuring autonomous control and flexible high-end computing power supply [1] Group 3: Minute-Level Elastic Delivery - The company achieves minute-level activation and elastic expansion through a model of "exclusive physical resources + cloud management" [1] - This allows for flexible billing and rapid fulfillment of customer business deployment needs [1] Group 4: Light-Asset Cost Optimization - The company adopts a "self-built + managed" model, avoiding additional depreciation costs [1] - Elastic management enhances resource utilization, maintaining cost competitiveness during price increases [1] Group 5: Full-Stack Security Compliance - The company implements single-tenant physical isolation and VPC exclusive networks to meet data security requirements in compliance-heavy scenarios like finance [1] - This approach reduces compliance risks and additional investments while enhancing customer loyalty [1] Group 6: Overall Strategy During Price Increase Cycle - During the cloud price increase cycle, the company focuses on cost reduction through global scheduling, supply assurance via heterogeneous adaptation, efficiency enhancement through elastic delivery, and risk control via light-asset strategies [1] - This strategy meets customer demands for high performance and low latency while creating differentiated barriers in cost and compliance [1]
视频大模型概念强势收官
第一财经· 2026-02-13 12:16
Core Viewpoint - The AI industry is experiencing a surge in activity with major companies like ByteDance, Alibaba, and others releasing flagship models, indicating a competitive landscape and potential investment opportunities in AI applications and related sectors [3][6]. Group 1: Industry Performance - On the last trading day before the Year of the Snake, the film and media, as well as semiconductor equipment sectors, saw significant gains, with the Seedance video model index rising against the trend [4]. - Companies such as iReader Technology and Light Media reached their daily limit up, while semiconductor stocks like Deep Technology and North Huachuang also surged [4]. - In the Hong Kong market, AI leaders MiniMax and Zhiyu both saw their market values exceed HKD 200 billion [4]. Group 2: AI Model Developments - ByteDance's Seedance 2.0 model has achieved four key breakthroughs, including multi-modal input support and a significant reduction in video production costs, with costs dropping to between 4.5-9 yuan per 15-second 1080P video [6][7]. - Zhiyu AI launched its flagship model GLM-5, enhancing programming capabilities, while MiniMax introduced its new text model MiniMax M2.5 [7]. - The rapid release of flagship models in the AI sector is noted as unprecedented, with a shift towards converting technological advancements into consumer products [7]. Group 3: Market Trends and Investment Insights - The AI sector is witnessing a surge in ETF investments, with several thematic ETFs showing over 20% gains this year [6]. - Analysts caution that the current enthusiasm in the AI sector may lead to overvaluation, with some stocks already reflecting optimistic future earnings [9]. - Investment opportunities are seen in areas with high certainty, such as computing infrastructure and content production, while risks remain due to high valuations and market volatility [9][10]. Group 4: Future Outlook - The AI commercialization path is expected to focus on user subscriptions and enterprise applications, with internet tech companies poised to benefit from advertising and value-added services [10]. - Market sentiment is anticipated to improve post-Spring Festival, with analysts expressing a relatively optimistic outlook for the A-share market [10].
首都在线:新一代大模型的迭代更新将有望拉动多模态推理、内容生成等场景的算力需求
Zheng Quan Ri Bao· 2026-02-13 12:16
Core Viewpoint - The new generation of large models is expected to drive demand for multi-modal reasoning and content generation, increasing industry focus and procurement willingness for intelligent computing services, thereby reigniting overall computing power demand in the AI sector [2] Group 1: Company Developments - The company has established a comprehensive intelligent computing cloud product system capable of efficiently supporting diverse computing power needs for large model training and inference [2] - The company aims to fully leverage industry computing power demand and opportunities to support the continuous development of its intelligent computing cloud business [2]
龙虎榜 | 深科技强势涨停,游资齐扎堆!深股通、机构抢筹光线传媒
Ge Long Hui A P P· 2026-02-13 10:13
Market Overview - On the last trading day of the Year of the Snake, all three major A-share indices fell, with the Shanghai Composite Index down 1.26%, the Shenzhen Component Index down 1.28%, and the ChiNext Index down 1.57% [1] - The military equipment, film and television, and semiconductor sectors saw the highest gains, while the photovoltaic equipment, small metals, steel, port shipping, and oil and gas extraction and services sectors experienced declines [1] Individual Stock Performance - Zangyue Technology achieved a five-day consecutive limit-up, becoming a market highlight, while Fengyuzhu had three limit-ups in five days [3] - Yitian Co., Ltd. and Hanbang High-Tech both saw a 20% increase, with Yitian Co., Ltd. closing at 41.76 [2][3] - Construction Machinery and Qianli Technology both reached their limit-up, with Construction Machinery closing at 4.59, up 10.07% [4][3] Trading Volume and Net Inflows - The top three net inflows on the day were for Huasheng Tiancheng, Guangxian Media, and Dawi Technology, with net inflows of 5.02 billion, 3.46 billion, and 2.87 billion respectively [4][5] - The top three net outflows were for Bona Film Group, Capital Online, and Shuangliang Energy, with net outflows of 3.91 billion, 3.78 billion, and 1.64 billion respectively [6][7] Institutional Activity - Institutional net buying was significant for companies like TeFa Information, with a net buy of 1.93 billion, and Construction Machinery, with a net buy of 1.66 billion [7][8] - Conversely, institutional net selling was highest for Baichuan Co., Ltd., with a net sell of 1.40 billion, and Kori Technology, with a net sell of 1.20 billion [8][7] Sector Highlights - The AI and digital infrastructure sectors are gaining traction, with companies like Huasheng Tiancheng focusing on AI computing solutions and digital infrastructure [10] - Zhejiang Shibao is seeing increased interest due to its focus on automotive steering systems, aligning with the trend towards intelligent driving [14] Stock Specifics - Hanlan Co., Ltd. closed at 6.77, up 10.08%, with a trading volume of 18.30 billion [5] - Qianli Technology closed at 11.39, up 10.05%, with a trading volume of 12.49 billion [4][3] - Guangxian Media saw a significant increase of 15.39%, closing at 27.22 with a trading volume of 109.75 billion [18]
首都在线:公司的定位并非单一的“铲子商”或“加速器”角色
Zheng Quan Ri Bao· 2026-02-13 09:39
Core Viewpoint - The company positions itself not merely as a "shovel vendor" or "accelerator," but as a comprehensive provider of services that facilitate the deployment and operation of large models in AI applications [2]. Group 1: Company Services - The company utilizes its MaaS platform to complete multi-model debugging and deployment, offering services such as model invocation and elastic scaling, which provide a convenient pathway for the widespread adoption of large models [2]. - The company adapts to heterogeneous computing power from providers like Nvidia and Ascend, constructing high-power data centers and intelligent computing clusters, which serve as the foundational support for the stable operation of AI applications [2].
首都在线:公司在AI应用领域提供算力服务、大模型服务及ComfyUI服务
Zheng Quan Ri Bao· 2026-02-13 09:13
Core Viewpoint - The company is actively integrating major AI models into its MaaS platform to provide various services and tailored solutions for different industries [2] Group 1: AI Application and Collaboration - The company collaborates with upstream and downstream enterprises to enhance its AI application capabilities [2] - Major AI models integrated into the MaaS platform include Zhipu, DeepSeek, Tongyi Qianwen, and Doubao [2] - The company offers computing power services, large model services, and ComfyUI services [2] Group 2: Targeted Solutions - The company has developed specialized solutions for sectors such as gaming and entertainment, e-commerce advertising, and education and training [2]
首都在线(300846) - 关于提前归还部分暂时补充流动资金的闲置募集资金的公告
2026-02-13 08:15
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、 误导性陈述或重大遗漏。 北京首都在线科技股份有限公司(以下简称"公司")于 2025 年 5 月 20 日 召开第六届董事会第五次会议和第六届监事会第五次会议审议通过了《关于使用 部分闲置募集资金暂时补充流动资金的议案》,同意公司在保证募集资金投资项 目(以下简称"募投项目")建设的资金需求及募投项目正常进行的前提下,使 用2022年向特定对象发行股票部分闲置募集资金3亿元人民币暂时补充公司流动 资金,使用期限为自董事会审议通过之日起不超过 12 个月,到期归还至募集资金 专 用 账 户 。 具 体 内 容 详 见 公 司 于 2025 年 5 月 21 日 在 巨 潮 资 讯 网 (www.cninfo.com.cn)披露的《关于使用部分闲置募集资金暂时补充流动资金的 公告》(公告编号:2025-057)。 截至本公告披露日,公司实际使用 18,029.80 万元闲置募集资金用于暂时补充 流动资金,公司严格遵守《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》以及公司《募集资金专项存储及使用管理制度》等相关 法律 ...
首都在线(300846) - 关于召开2026年第一次临时股东会的提示性公告
2026-02-13 08:15
证券代码:300846 证券简称:首都在线 公告编号:2026-013 北京首都在线科技股份有限公司 关于召开 2026 年第一次临时股东会的提示性公告 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 性陈述或重大遗漏。 北京首都在线科技股份有限公司(以下简称"公司")第六届董事会第十二次会议审议通过了《关 于召开 2026 年第一次临时股东会的议案》,定于 2026 年 2 月 24 日召开公司 2026 年第一次临时股东 会。《关于召开 2026 年第一次临时股东会的通知》(公告编号 2026-012)已于 2026 年 2 月 6 日在巨 潮资讯网(www.cninfo.com.cn)披露。现再次将有关事项提示如下: 一、召开会议的基本情况 1、股东会届次:2026 年第一次临时股东会 2、股东会的召集人:董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板股票上市规 则》《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》等法律、行政法 规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间: (1)现场会议时间:2 ...