浪潮数字企业(00596)早盘涨近8%，截至发稿，涨4.73%，报10.18港元，成交额4438.11万港元。 广发证券发布研报称，行业信创有望促使大型国企央企制定明确的国产ERP替代时间表并更积极推动实 施。该行指出，浪潮数字企业是唯一承担三部委智能ERP国家科技项目的厂商，多次承担部级及以上重 点研发计划、科研项目。在落地实践方面，浪潮通软已为86户央企，190家中国500强，共120万家客户 提供数字化转型服务。此外，AI+ERP可以实现企业管理效率、准确度和响应速度的全面提升，有望带 来企业的业务流程与管理范式升级。 消息面上，浪潮数字企业拟于8月31日举行董事会会议以审批中期业绩。公司此前发布公告称，预期公 司于2025年上半年将取得归属于母公司所有者的净利润约1.8亿至1.9亿人民币，主要原因为公司持续推 进云服务业务转型，云服务业务大幅增长并取得盈利。 ...

智通财经APP获悉，浪潮数字企业(00596)早盘涨近8%，截至发稿，涨4.73%，报10.18港元，成交额 4438.11万港元。 消息面上，浪潮数字企业拟于8月31日举行董事会会议以审批中期业绩。公司此前发布公告称，预期公 司于2025年上半年将取得归属于母公司所有者的净利润约1.8亿至1.9亿人民币，主要原因为公司持续推 进云服务业务转型，云服务业务大幅增长并取得盈利。 广发证券发布研报称，行业信创有望促使大型国企央企制定明确的国产ERP替代时间表并更积极推动实 施。该行指出，浪潮数字企业是唯一承担三部委智能ERP国家科技项目的厂商，多次承担部级及以上重 点研发计划、科研项目。在落地实践方面，浪潮通软已为86户央企，190家中国500强，共120万家客户 提供数字化转型服务。此外，AI+ERP可以实现企业管理效率、准确度和响应速度的全面提升，有望带 来企业的业务流程与管理范式升级。 ...

格隆汇8月15日丨浪潮数字企业(00596.HK)公告，公司将于2025年8月31日(星期日)举行董事会会议，董 事会将于会上通过议案，其中包括批准公司及其附属公司截至2025年6月30日止半年的未经审计中期业 绩及公告，以及考虑派发中期股息(如有)。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公布之內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示概不就因本公布全部或任何部份內容而產生或因倚賴該等內容 而引致之任何損失承擔任何責任。 INSPUR DIGITAL ENTERPRISE TECHNOLOGY LIMITED 浪潮數字企業技術有限公司（「本公司」）董事會宣佈，本公司將於二零二五年八月 三十一日（星期日）舉行董事會會議，董事會將於會上通過議案，其中包括批准本公 司及其附屬公司截至二零二五年六月三十日止半年的未經審計中期業績及公告，以 及考慮派發中期股息（如有）。 承董事會命 浪潮數字企業技術有限公司 主席 趙震 香港，二零二五年八月十五日 於本公佈刊發日期，董事會包括執行董事趙震先生、崔洪志先生及王玉森先生；非執行董事李春香 女士；及獨立非執行董事張瑞君女士、黃烈初先生及丁香乾先生。 浪潮數字企業技術有限公司 （於開曼群島註冊成立的有限公司） （股份代號：596） 董事會會議通告 ...

Group 1 - The article provides a list of companies involved in various financial activities such as earnings announcements, shareholder meetings, and new stock activities [2][3] - Several companies are mentioned for their dividend distribution dates, indicating their financial performance and shareholder returns [2][3] - The document highlights companies undergoing stock repurchases and capital increases, which may signal their financial strategies and market positioning [3] Group 2 - The article includes a list of companies that are currently in the process of IPOs, reflecting market interest and potential investment opportunities [2] - Companies like Silver Noble Pharmaceuticals and others are noted for their ongoing stock activities, which may attract investor attention [2] - The document also mentions companies that are resuming trading, indicating a potential recovery or change in market conditions [2]

本月底法定/註冊股本總額： HKD 20,000,000 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浪潮數字企業技術有限公司 呈交日期: 2025年8月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00596 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.01 | HKD | | 20,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.01 | ...

Company Rating - The report assigns a "Buy" rating to Inspur Digital Enterprise (596) with a target price of HKD 14.3, indicating a potential upside of 36.5% from the current price of HKD 10.48 [2][8]. Core Insights - Inspur Digital Enterprise is positioned as a leading ERP software provider in China, benefiting from its state-owned background and extensive client base, which includes 79 central enterprises and over 120,000 corporate clients [5][6]. - The acceleration of domestic digital transformation and the push for localization in technology provide significant market opportunities for the company, particularly in the ERP sector [6][8]. - The company's cloud service revenue has shown remarkable growth, increasing from RMB 510 million in 2020 to RMB 2.76 billion in 2024, with a compound annual growth rate (CAGR) of 53.3% [7][8]. Financial Summary - The report forecasts the company's net profit for 2025, 2026, and 2027 to be RMB 5.3 billion, RMB 6.5 billion, and RMB 8.0 billion respectively, with earnings per share (EPS) projected at RMB 0.46, RMB 0.57, and RMB 0.70 [9][8]. - The total revenue for the fiscal years 2023 to 2027 is expected to grow from RMB 8.29 billion in 2023 to RMB 10.87 billion in 2027, reflecting a steady growth trajectory [9][8]. Market Position - Inspur Digital Enterprise is uniquely positioned as the only major SaaS provider with state-owned backing, which aligns well with the security needs of central and state-owned enterprises [6][8]. - The company has established a strong foundation for market expansion through long-term collaborations with various central enterprises, enhancing its industry experience and customer resource base [6][8].

Group 1 - The Hang Seng Index fell by 0.18%, down 45 points, closing at 24,727 points, while the Hang Seng Tech Index decreased by 0.12% [1] - In the semiconductor sector, InnoSilicon became the only Chinese chip manufacturer included in NVIDIA's latest 800V architecture supplier list, leading to a more than 30% increase in InnoSilicon's stock [1] - The Ministry of Industry and Information Technology issued a special energy-saving inspection task list for the polysilicon industry, boosting the solar panel sector, with notable stock increases for companies like Kaisheng New Energy (up over 5%) and Fuyao Glass (up over 4%) [1] Group 2 - Stone Pharmaceutical Group's stock rose over 6% after announcing a more than $2 billion overseas business development deal [2] - Ruihe Smart's stock surged over 10% following a profit warning, with expected net profits for the first half of the year reaching up to 44 million yuan, marking a turnaround from losses [3] - Inspur Digital Enterprises' stock increased nearly 6%, reaching a new high, with expected net profits for the first half of the year up to 190 million yuan, supported by its parent company Inspur Group [4] Group 3 - Xirui's stock rose over 4%, reaching a new high, as institutions predict rapid growth in the private aviation market [5] - Qiniu Intelligent's stock increased by over 8%, with its AI model user base surpassing 10,000, marking a significant milestone in its AI strategy [6] - Tsugami Machine Tool's stock rose over 5%, with its Japanese division reporting a 38.1% year-on-year increase in profits for the first quarter [7] Group 4 - New Macau International Development's stock fell over 4%, with its subsidiary New Macau Borya reporting a nearly 20% year-on-year decline in net income for the second quarter [7] - Kintor Pharmaceutical's stock plummeted over 16% after the company announced a discounted placement of shares at an 18.75% discount, raising approximately 40.34 million Hong Kong dollars [7]

Group 1 - The core viewpoint of the article highlights that Inspur Digital Enterprise (00596) has seen a significant increase in stock price, reaching a historical high of 11.12 HKD, driven by strong performance in its cloud services business [1] - The company expects to achieve a net profit attributable to shareholders of approximately 180 to 190 million RMB for the first half of the year, primarily due to the substantial growth and profitability of its cloud services [1] - According to Zhongtai Securities, Inspur Digital Enterprise benefits from its affiliation with Inspur Group and has accumulated extensive industry experience, which supports its ongoing cloud transformation and enhances operational and profit quality [1] Group 2 - The article mentions that the National Cyberspace Administration has addressed security risks related to backdoor vulnerabilities in H20 computing chips with NVIDIA, indicating a focus on technology security [1] - Shanghai Securities suggests that the uncertain external environment and technology sanctions may accelerate the push for technological independence and supply chain self-sufficiency [1] - The State-owned Assets Supervision and Administration Commission (SASAC) has mandated that all central enterprises achieve secure and credible information system replacements by the end of 2027 [1]

消息面上，浪潮数字企业公布，预期上半年将取得归属于母公司所有者的净利润约1.8亿至1.9亿人民 币。主要原因为公司持续推进云服务业务转型，云服务业务大幅增长并取得盈利。中泰证券指出，作为 国内综合类规模化ERP厂商，浪潮数字企业背靠浪潮集团。公司深耕行业多年，积累丰富的行业经验与 知识，同时加快推动产品与业务的云转型，经营与盈利质量持续提升。 此外，国家网信办就H20算力芯片漏洞后门安全风险约谈英伟达公司。上海证券认为，外部环境不确定 和科技制裁等背景下，内部政策或将加速科技自主和供应链自主可控。根据融媒信安公众号，国资委79 号文要求，2027年底前实现所有中央企业的信息化系统安可信创替代。 智通财经APP获悉，浪潮数字企业(00596)早盘涨近6%，高见11.12港元再创历史新高。截至发稿，涨 3.24%，报10.82港元，成交额4338.24万港元。 ...