Core Viewpoint - Huawei's Ascend segment is experiencing significant market activity, with several stocks showing notable gains, indicating a positive trend in the sector [1] Group 1 - The stocks of TOWAY Information have reached the daily limit increase, reflecting strong investor interest [1] - Capital Online, Runhe Software, Digital China, and Softcom Power are among the stocks with the highest gains, suggesting a broader positive sentiment in the market [1]

Group 1 - Huawei's computing concept has shown repeated strength, indicating a positive trend in the sector [1] - Huasheng Tiancheng has achieved a remarkable performance with 3 consecutive days of gains [1] - Other companies such as Tuo Wei Information and Yun Tian Li Fei have also seen significant increases, with Tuo Wei Information hitting the daily limit [1] Group 2 - The overall market sentiment in the computing sector appears to be bullish, as multiple companies are experiencing notable stock price increases [1] - Companies like Runhe Software, Softcom Power, and Shenzhou Digital are also benefiting from this upward trend [1] - The rise in stock prices for these companies suggests growing investor interest and confidence in the computing industry [1]

Core Viewpoint - The Huawei computing concept is gaining strength, leading to significant stock price increases for related companies such as Huasheng Tiancheng and Tuowei Information [1] Group 1: Market Performance - Huasheng Tiancheng reached its daily limit increase, while Tuowei Information also hit the limit [1] - Yuntian Lifi rose over 10%, and other companies like Runhe Software, Softcom Power, Changshan Beiming, Shenzhou Digital, and Tuoer Si also experienced gains [1] Group 2: Industry Developments - Huawei's chairman, Liang Hua, announced that 43 mainstream industry models are currently based on the Ascend pre-training [1] - Over 200 open-source models have been adapted to the Ascend ecosystem, facilitating the implementation of more than 6,000 solutions [1]

Group 1 - Company iFLYTEK is a leading player in the domestic AI sector, possessing its own Spark cognitive model with capabilities in code generation, intelligent development, research Q&A, and automated testing, and maintains a long-term deep cooperation with Huawei Cloud [1] - The model can efficiently collaborate with Huawei Cloud's CodeArts to provide AI-assisted development services across various industries including finance, government, education, industry, and healthcare [1] - The demand for enterprise-level AI coding is surging, leading to accelerated deployment in low-code development platforms, intelligent programming assistants, and industry digital solutions, with a robust income structure and growth potential [1] Group 2 - China Software is the absolute leader in the domestic software and Xinchuang industry, focusing on operating systems, databases, middleware, industry solutions, and major digital engineering services, with deep ecological binding with Huawei in various fields [2] - The comprehensive promotion of CodeArts will significantly enhance the company's software development efficiency, system iteration speed, and project delivery quality, effectively reducing R&D costs [2] - The company’s business deeply covers high-barrier industries such as finance, energy, transportation, government, and national defense, benefiting from dual dividends of policy support and industry demand [2] Group 3 - Yonyou Network is a leading vendor in the domestic enterprise cloud services and ERP sector, establishing long-term strategic cooperation with Huawei Cloud in hybrid cloud deployment, industrial internet, and digital transformation [3] - The self-developed enterprise-level AI model is fully integrated into Yonyou's BIP intelligent business platform, enhancing application development efficiency and driving high-quality growth in cloud service subscription revenue [3] - The company’s client base includes large and medium-sized enterprises, specialized and innovative companies, and growing SMEs, with increasing penetration in various industries [3] Group 4 - Oriental Guxin specializes in big data platforms, cloud computing services, industrial internet, and industry digital solutions, maintaining stable cooperation with Huawei in several areas [4] - The company provides integrated services in intelligent development, system integration, and data middle platform construction, with high business barriers and strong customer stickiness [4] - The AI coding tools' widespread adoption will significantly improve efficiency in large digital project delivery and core system iteration [4] Group 5 - Runhe Software is a core ecological co-builder of Huawei's open-source Harmony and Euler operating systems, participating deeply in ecological construction and adaptation development [5] - The company collaborates closely with Huawei Cloud in AI development tools, low-code platforms, and industry solutions, significantly enhancing application development and project delivery efficiency [5] - The widespread adoption of AI coding tools will effectively shorten project cycles, reduce R&D costs, and improve product stability [5] Group 6 - Digital China is a leading cloud management service and digital solution provider, deeply involved in Huawei's cloud ecosystem, offering a range of services including application development and digital transformation [6] - The company benefits from the growing demand for cloud management services and system integration as AI coding tools become prevalent in the enterprise sector [6] - Its comprehensive competitiveness continues to strengthen in various fields including digital government, intelligent manufacturing, and financial technology [6] Group 7 - Huasheng Tiancheng is a certified excellent ISV partner of Huawei, focusing on cloud computing, big data, and AI solutions, with deep collaboration in various areas [7] - The company’s products can seamlessly integrate with Huawei Cloud's CodeArts, expanding AI development service scenarios [7] - The widespread adoption of AI coding tools will significantly enhance delivery efficiency and product quality across key industries [7] Group 8 - Changshan Beiming, through its subsidiary Beiming Software, is a key ISV partner of Huawei, focusing on smart city, industrial internet, and financial technology [8] - The company collaborates deeply with Huawei Cloud in application development and data governance, with CodeArts enhancing software development efficiency [8] - The adoption of AI development tools will effectively reduce R&D costs and enhance product competitiveness [8] Group 9 - Tuo Wei Information is a strategic partner of Huawei across multiple core ecosystems, focusing on AI infrastructure and digital solutions [9] - The company provides AI development and digital services across various sectors, significantly improving code production efficiency [9] - The demand for AI coding in the enterprise sector continues to rise, leading to sustained business growth [9] Group 10 - Hand Information is a core partner of Huawei Cloud, focusing on enterprise digital transformation and ERP implementation services [10] - The company’s AI coding tools significantly enhance application development and system optimization efficiency [10] - The widespread promotion of CodeArts will open up long-term growth opportunities in enterprise digitalization and AI development services [10] Group 11 - Softcom Power is a leading software and digital technology service provider, deeply cooperating with Huawei Cloud to create intelligent solutions [11] - The company benefits from the widespread adoption of AI development tools, enhancing project delivery efficiency and order acquisition capabilities [11] - Its client base includes high-quality projects in finance, internet, and intelligent manufacturing [11] Group 12 - Donghua Software is a comprehensive industry solution provider, maintaining long-term cooperation with Huawei in various fields [12] - The company’s collaboration with Huawei Cloud enhances software development efficiency and project delivery quality [12] - The adoption of AI coding tools will further strengthen the company’s competitive position in the digital economy [12] Group 13 - Qiming Star is a leading enterprise in the network security sector, collaborating with Huawei in various security areas [13] - The company’s products are increasingly penetrating high-security demand industries, benefiting from the AI and security development model [13] - The demand for automated security operations and compliance code development is rapidly growing [13] Group 14 - SuperMap Software is a leading GIS platform provider, collaborating with Huawei in various fields [14] - The company’s GIS platform software is fully compatible with Huawei Cloud, enhancing industry application development efficiency [14] - The adoption of AI coding tools will accelerate the integration of GIS and AI applications [14] Group 15 - Baoxin Software is a dual leader in industrial software and IDC computing services, deeply cooperating with Huawei in various areas [15] - The company’s AI coding tools significantly enhance the efficiency and stability of industrial software development [15] - The company benefits from the growing demand for industrial AI and digital transformation [15] Group 16 - Unisplendour is a leading player in the ICT infrastructure sector, maintaining a competitive ecological partnership with Huawei [16] - The company provides integrated solutions in computing hardware, cloud platforms, and industry digital solutions [16] - The demand for AI and cloud computing is expected to drive sustained growth in the company’s performance [16] Group 17 - Shiji Information is a leader in hotel information and tourism digitalization, collaborating with Huawei in various areas [17] - The company’s AI technology enhances the efficiency of industry application development and system iteration [17] - The demand for intelligent systems in the tourism sector is expected to continue growing [17] Group 18 - Weining Health is a leader in the medical information sector, collaborating with Huawei to promote digital and intelligent upgrades [18] - The company’s products are widely used in various healthcare settings, benefiting from the growing demand for medical digitalization [18] - The adoption of AI coding tools will enhance the efficiency of medical software development [18] Group 19 - Hengsheng Electronics is a leader in financial IT, deeply cooperating with Huawei in various financial technology areas [19] - The company’s collaboration with Huawei enhances the efficiency of financial core system development [19] - The adoption of AI development tools is expected to strengthen the company’s position in the financial IT sector [19]

公司AI Factory的订阅制服务模式与定制化解决方案，精准匹配了中小企业标准化需求与大型企业个性 化需求。随着国家算力互联网的互联互通推进，公司智算资源将接入更广阔的市场，AI飞轮的生态赋 能效应将进一步放大。 其商业价值已在多个行业实现规模化验证。在智能制造领域，与金盘科技达成"十五五"智能制造战略合 作，分三期推进数字工厂向智能工厂跃迁，一期标书智能体落地后，质检效率提升3倍以上，人工复检 成本降低30%，复杂工艺计算从小时级压缩至秒级，目前已进入规模化复制阶段。在能源电力领域，天 汇具身智能设备（测量放线机器人C1、管廊巡检机器人G1）替代人工高危作业，维护效率提升40%+， 成为电力石化行业智能化升级的标杆方案。 在钢铁行业，通过Science AI驱动生产工艺参数调优，实现能耗降低15%、排产调度效率提升20%的双 重效益；在国家级AI芯片适配中心项目中，天璇MaaS平台为国产AI芯片中试提供全栈服务，加速国产 化技术落地。 在全球企业智能化转型的浪潮中，软通动力凭借AI飞轮的战略创新、资本赋能的硬实力与生态协同的 广覆盖，正从数字化服务领军企业向AI驱动的增长引擎服务商跨越。随着AI技术在各行 ...

软通动力的AI Factory解决方案正是一套把"AI能力规模化生产"的企业级运营体系，其核心功能包括智 能决策支持、自动化流程执行和数字化映射与仿真优化，通过构建智能体矩阵，将硅基员工、具身员工 和企业员工嵌入全价值链条，实现业务和管理的智能化升级。 软通动力AI Factory的AI飞轮则由数据、模型、智能体、场景四大核心环节构成，形成数据驱动模型训 练、模型支撑智能体运行、智能体重构业务场景、场景持续生成数据资产的全流程闭环，各环节的成果 都能反哺其他环节，推动企业整体AI能力持续增强。飞轮转动的速度，则随各环节的深度融合持续加 快，企业的AI 能力与业务价值也随之指数级增长。 AI飞轮一旦转动起来，边际成本会快速下降，创新速度会持续提升，业务价值会加倍放大。由此，AI 不再只是工具，而成为企业业务的增长引擎。 第一重飞轮：数据筑基，让企业知识成为可复用的智能资产 在从Agentic AI向Physical AI演进的新阶段，企业智能化转型面临的挑战，不再是单点技术的应用，而 是——AI能力能否持续增长、持续复用、持续创造业务价值，且成本和风险可控。 软通动力AI Factory 打造的AI飞轮增长模型 ...

在全球视觉AI市场迎来爆发式增长的关键节点，软通动力正式推出历时三年打磨的"美通AI"超大分辨率 视觉模型。这款专为B端商业场景量身打造的技术成果，不仅直击行业痛点实现多重突破，更依托公司 坚实的研发投入与战略布局，成为软通动力在AI赛道开疆拓土的重要支点，彰显其"技术赋能商业"的核 心竞争力。 商业落地：头部客户密集签约，订阅模式打开增长空间 值得关注的是，美通AI已获得保利文化在内的行业巨头认可，客户覆盖零售、文化、酒店等多个高价 值领域，彰显出强劲的市场渗透力。作为软通动力AI战略布局的核心成果之一，经过三年持续迭代优 化，美通AI模型最终实现60K级超大分辨率视觉内容的高效生成，达到电影级视觉呈现标准。这一技术 突破使商业空间视觉内容制作周期从传统的数周缩短至最快15天，成本较传统制作模式大幅降低，为行 业效率革新树立了新标杆，目前已成功落地多个标杆项目。 在商业消费场景，海底捞子品牌捞宝街通过美通AI定制的戏曲戏剧、长白山雪景等十余套视觉主题实 现"数字换装"，有效提升客流吸引力；北京华联DT51、SKP、北京万达五棵松等顶级商业综合体，借 助其定制化动态内容激活公共空间，使传统广告位升级为场景化流 ...

中信建投证券股份有限公司 关于 软通动力信息技术（集团）股份有限公司向 特定对象发行股票 之 上市保荐书 保荐人 二〇二六年二月 保荐人出具的上市保荐书 保荐人及保荐代表人声明 中信建投证券股份有限公司及本项目保荐代表人许杰、谌泽昊已根据《中华 人民共和国公司法》《中华人民共和国证券法》等法律法规和中国证监会及深圳 证券交易所的有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则和 行业自律规范出具本上市保荐书，并保证所出具文件真实、准确、完整。 1 | 释 义 3 | | --- | | 一、发行人基本情况 4 | | 二、发行人本次发行情况 15 | | 三、本次证券发行上市的保荐代表人、协办人及项目组其他成员情况、联系地址、 | | 电话和其他通讯方式 17 | | 四、关于保荐人是否存在可能影响公正履行保荐职责情形的说明 19 | | 五、保荐人按照有关规定应当承诺的事项 20 | | 六、保荐人关于发行人是否已就本次证券发行上市履行了《公司法》《证券法》 | | 和中国证监会及深圳证券交易所规定的决策程序的说明 21 | | 七、保荐人关于发行人是否符合板块定位及国家产业政策所作出的专业判断以及 ...

特此公告。 软通动力信息技术（集团）股份有限公司 证券代码：301236 证券简称：软通动力 公告编号：2026-007 软通动力信息技术（集团）股份有限公司 关于向特定对象发行股票上市公告书披露的提示性公告 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。 《软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票 上市公告书》等相关文件已于同日在巨潮资讯网（http://www.cninfo.com.cn）上 披露，敬请广大投资者注意查阅。 董 事 会 2026 年 2 月 24 日 ...

软通动力信息技术（集团）股份有限公司 上市公告书 证券代码：301236 证券简称：软通动力 软通动力信息技术（集团）股份有限公司 2025 年度向特定对象发行股票 上市公告书 保荐人（主承销商） 二〇二六年二月 发行人全体董事、审计委员会及高级管理人员声明 本公司全体董事、审计委员会及高级管理人员承诺本上市公告书不存在虚假 记载、误导性陈述或重大遗漏，并对其真实性、准确性、完整性承担相应的法律 责任。 全体董事签名： 刘天文 车俊河 张 成 黄 颖 赵 勇 刘会福 李 宏 张旭明 简建辉 全体审计委员会签名： 张旭明 李 宏 简建辉 除任董事外的其他高级管理人员签名： 软通动力信息技术（集团）股份有限公司 年 月 日 软通动力信息技术（集团）股份有限公司 上市公告书 2 杜 淼 王 悦 软通动力信息技术（集团）股份有限公司 上市公告书 3 软通动力信息技术（集团）股份有限公司 上市公告书 特别提示 一、发行股票数量及价格 1、发行股票数量：82,248,103 股 2、发行股票价格：40.71 元/股 3、募集资金总额：3,348,320,273.13 元 4、募集资金净额：3,312,796,460.70 ...