股东信息披露义务人刘天文、雄安软石智动创业投资合伙企业（有限合伙）承 诺向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动系公司本次向特定对象发行股票所致。 2、本次权益变动性质为股份比例被动稀释，不触及要约收购。 3、本次权益变动后，公司控股股东、实际控制人未发生变化。 软通动力信息技术（集团）股份有限公司 关于控股股东、实际控制人及一致行动人持股比例 被动稀释触及5%整数倍的公告 一、本次权益变动的基本情况 证券代码：301236 证券简称：软通动力 公告编号：2026-009 软通动力信息技术（集团）股份有限公司 董 事 会 2026 年 2 月 24 日 根据中国证券监督管理委员会出具的《关于同意软通动力信息技术（集团）股 份有限公司向特定对象发行股票注册的批复》（证监许可〔2025〕2907 号），软 通动力信息技术（集团）股份有限公司（以下简称"公司"或"软通动力"）向特 定对象发行人民币普通股（A 股）82,248,103 股已获批准。本次向特定对象发行股 票新增股份的登 ...

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：2026-008 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。 根据中国证券监督管理委员会《关于同意软通动力信息技术(集团)股份有限 公司向特定对象发行股票注册的批复》，软通动力信息技术（集团）股份有限公 司（以下简称"公司"）向 15 名特定对象发行股票 82,248,103 股，发行价格为 40.71 元/股，募集资金总额为 3,348,320,273.13 元；本次发行后，公司总股本变更为 1,035,189,280 股。 特此公告。 | 姓名 | 职务 | 本次发行前 | | 本次发行后 | | | --- | --- | --- | --- | --- | --- | | | | 持股数量（股） | 持股比例 | 持股数量 | 持股比例 | | | | | （%） | （股） | （%） | | 刘天文 | 董事长、总经理 | 219,140,226 | 22.9962 | 219,140,226 | 21.1691 | | 车俊河 | 职工代表董事、副 总 ...

Core Viewpoint - Softcom Power (301236) has signed a strategic cooperation agreement with Xiangdi Xian Computing Technology (Chongqing) Co., Ltd. to enhance the integration of graphic computing chips and industry platforms, focusing on digital twins and industrial simulation solutions, which may strengthen the company's positioning in AI computing power and industry digitalization [1] Stock Performance - Recently, Softcom Power's stock price has shown a fluctuating upward trend, closing at 47.50 yuan on February 13, 2026, with a cumulative increase of 3.06% over the past five days and a price range fluctuation of 4.34%, with a total transaction amount of approximately 35.78 billion yuan [1] - On February 13, 2026, there was a net outflow of approximately 36.82 million yuan from main funds, but the net inflow of main funds has been volatile over the past three days [1] - The technical analysis indicates that the current stock price is close to the lower support level of the 20-day Bollinger Bands at 44.97 yuan, with the MACD indicator still in a bearish zone, while the KDJ indicator shows signs of a low-level rebound [1] Institutional Perspectives - Institutions maintain a neutral to optimistic view on Softcom Power, with a composite target price of 81.02 yuan, indicating a potential upside of 70.57% from the current stock price [1] - Profit forecasts from 30 institutions predict a year-on-year net profit growth of 130.73% in 2025, primarily driven by the implementation of AI computing power business and the advancement of the integrated hardware and software strategy [1] - Recent ratings show that 100% of the opinions are to buy or increase holdings, although the frequency of institutional research is low, and market attention is generally moderate [1]

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating an expected relative performance exceeding 15% compared to the benchmark index over the next 12 months [8]. Core Insights - The launch of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation, enabling users to create videos with simple text prompts, which is expected to enhance user engagement and frequency of use over the long term [3][5]. - The model's capabilities include multi-modal input acceptance, narrative coherence, and audio-visual synchronization, addressing key industry challenges such as character consistency and audio-visual mismatch [4][5]. - The demand for computational power is projected to increase exponentially due to the anticipated high concurrency from both consumer (C-end) content creation and business (B-end) API calls [6]. Summary by Sections Seedance 2.0 Launch and Features - Seedance 2.0 is integrated into various platforms, allowing users to generate short videos easily, which is expected to drive higher usage rates [3]. - The model supports multiple input types and can generate videos with synchronized audio, enhancing the creative process for users [4]. Computational Demand Projections - The report estimates that by October 2025, the monthly usage of AI-generated content on the platform will reach 63,900 times, with a total usage time of 1,668.2 hours [6]. - The complexity of video generation is significantly higher than that of text and images, leading to a substantial increase in computational requirements [6]. - Projections indicate that the number of required H100 GPUs for video generation could range from 2.4 million to 4.284 million under different scenarios, with a market space for H100 GPUs estimated between $4.8 billion and $8.568 billion [14][12]. Long-term Market Opportunities - The report highlights the potential for domestic computational power providers to benefit from the growth of AI video generation, with specific companies recommended for investment, including chip designers and AI server manufacturers [13]. - The user base for short videos in China is expected to exceed 1 billion by the end of 2024, with increasing daily usage times projected [7][11].

证券代码：301236 证券简称：软通动力 公告编号：2026-006 软通动力信息技术（集团）股份有限公司 关于签署募集资金三方监管协议的公告 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。 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意软通动力信息技术（集团）股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2025〕2907 号）同意注册， 软通动力信息技术（集团）股份有限公司（以下简称"公司"或"软通动力"） 向特定对象发行人民币普通股（A 股）股票 82,248,103 股，每股发行价格为人民 币 40.71 元，募集资金总额为人民币 3,348,320,273.13 元，扣除发行费用（不含 税）后实际募集资金净额为人民币 3,312,796,460.70 元。 3．丙方作为甲方的保荐机构，应当依据有关规定指定保荐代表人/主办人或 者其他工作人员对甲方募集资金使用情况进行监督。丙方应当依据《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》以及甲方制订 的募集资金管理制度履行其督导职责，并有权采取现场调查、书 ...

Group 1 - The three major indices collectively declined, with the ChiNext software sector experiencing a rise followed by a pullback, indicating mixed performance among constituent stocks [1] - The ChiNext software ETF from Huaxia has recently shown a trend of capital inflow, with a net subscription of 24.66 million yuan over the past three days [1] - Guotai Junan emphasizes that by 2026, AI applications are expected to transition from "usable" to "user-friendly," becoming a core theme in the AI industry market [1] Group 2 - The top ten weighted stocks in the ChiNext software index account for 48.61% of the index, with notable companies including Tonghuashun, Runze Technology, and Kunlun Wanwei [2] - The performance of key stocks within the index shows varied results, with some stocks like Huada Jiutian and Softcom Power showing positive changes, while others like Deepin Technology and Kunlun Wanwei experienced declines [3]

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 - The article highlights that the most economically beneficial application of AI is in space, as it becomes the only long-term scalable computing power carrier due to ground electricity bottlenecks [5] - The demand for computing power is experiencing exponential growth, while global electricity production, excluding China, is stagnating [5] Group 2 - Key companies involved in core computing and operational energy support include Qianzhao Optoelectronics, Shunhao Co., and Zhongke Xingtou [6] - Companies in the computing chip sector include Hangyu Micro, Guangxun Technology, and Beijing Junzheng [6] - Infrastructure and manufacturing companies mentioned are Tianyin Electromechanical, Ruantong Power, and Lingyi Zhi Manufacturing [6]

Group 1 - The software concept is experiencing a surge, with the ChiNext Software ETF (159256) rising by 3.86% as of February 9, 2026, and notable stocks like Dongfang Guoxin and Wanxing Technology increasing by 16.73% and 11.63% respectively [1] - In the past 21 trading days, the ChiNext Software ETF has attracted a total of 539 million yuan [1] - ByteDance has launched its latest video model, Seedance 2.0, which is now available on the Jiemeng platform, allowing users to generate videos from text/images and use video/audio as reference materials [1] Group 2 - The ChiNext Software ETF closely tracks the ChiNext Software Index, which as of January 30, 2026, has its top ten weighted stocks including Tonghuashun, Runze Technology, and Kunlun Wanwei, accounting for a total of 48.61% of the index [2] - The top ten stocks in the ChiNext Software Index are as follows: Tonghuashun (3.64% increase, 8.68% weight), Guiding Compass (1.10% increase, 6.38% weight), and Runhe Software (2.31% increase, 4.93% weight) among others [3]

Core Insights - The article discusses how companies can overcome the bottleneck of AI implementation and achieve full-chain transformation from technology to value, highlighting the importance of integrated solutions in the AI era [1][10] - Softcom Power, a leading IT service provider, has developed a unique AI methodology and implementation system through its "soft + hard" full-stack capability [1][10] Group 1: Company Achievements - Softcom Power has been focused on industrial digital transformation since its establishment in 2005 and ranked first in the IT service market by 2024, entered the Fortune China 500 in 2025, and was included in the CSI 300 index in June 2025 [4][13] - The strategic acquisition of Tongfang Computer in 2024 allowed Softcom Power to break the boundary of only providing software, achieving a full capability loop from software to hardware [4][13] Group 2: AI Methodology - The core of Softcom Power's understanding of "full-stack intelligence" is "consultation-led, scene implementation, and soft-hard linkage," providing end-to-end integrated services rather than isolated AI tools [5][14] - The AI methodology is centered around the "Softcom Tianxue Max platform," which includes six major projects: model, data, security, software code, knowledge base, and intelligent agents, forming a self-reinforcing AI flywheel [5][14] Group 3: Employee Model - Softcom Power has introduced a "three types of employees" model, consisting of silicon-based employees (AI tools), embodied employees (robots), and carbon-based employees (human workers), to enhance productivity through collaboration [6][16] - This model aims to free human resources for creative and decision-making tasks while allowing AI tools and robots to handle repetitive and physical tasks [6][16] Group 4: Practical Applications - In the knowledge service sector, Softcom Power has built a dedicated knowledge base and platform to enhance internal collaboration and empower pharmaceutical representatives with precise sales tools [8][17] - In the smart manufacturing sector, a CAE industrial design and simulation platform was developed, improving manufacturing efficiency by 15%, reducing trial costs by over 30%, and lowering production line investment by about 5% [8][17] - The company has also implemented a digital twin-based intelligent operation management center for a petrochemical group, significantly enhancing operational safety and efficiency [9][18] Group 5: Future Plans - Softcom Power believes in the foreseeable explosion of the AI market and the restructuring of core technologies, with a focus on enhancing its "full-stack intelligence" capabilities and deepening the application of the Tianxue Max platform [9][18] - The company aims to collaborate with various partners to develop more implementable scenarios, helping businesses build their own AI flywheels and accelerate overall industry intelligence [9][18]