Group 1 - The company, Dawi Technology (stock code: 600589), announced a change in its investor contact information [1] - The new investor contact phone numbers are 010-69068633 and 010-60306330, with the fax number also being 010-60306330 [1]

关于变更公司投资者联系电话及传真号码的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为进一步做好投资者关系管理工作，更好地服务于广大投资者，大位数据科 技（广东）集团股份有限公司（以下简称"公司"）于近日对投资者联系电话和 传真号码进行了调整，现将相关情况公告如下： 大位数据科技（广东）集团股份有限公司 证券代码：600589 证券简称：大位科技 公告编号：2025-074 特此公告。 大位数据科技（广东）集团股份有限公司 董事会 2025 年 11 月 5 日 | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 投资者联系电话 | 010-81377507 | 010-69068633 | | | 010-81377510 | 010-60306330 | | 传真号码 | 010-81377507 | 010-60306330 | 除上述内容变更外，公司官方网址、联系地址、电子邮箱等其他信息保持不 变，以上变更自本公告披露之日起正式启用，原投资者联系电话及传真号码停止 使用。欢迎广 ...

Core Insights - Dawi Technology, established in December 1997 and listed in June 2001, operates in the chemical materials and internet comprehensive services sectors, holding competitive advantages in technology and market presence [1] Financial Performance - For Q3 2025, Dawi Technology reported revenue of 313 million yuan, ranking 90th among 131 companies in the industry, with the top company, Digital China, achieving 102.365 billion yuan in revenue [2] - The net profit for the same period was 38.8935 million yuan, placing the company 40th in the industry, while the leading company, Unisplendour, reported a net profit of 1.723 billion yuan [2] Financial Ratios - As of Q3 2025, Dawi Technology's debt-to-asset ratio was 76.41%, an increase from 65.89% year-on-year, significantly higher than the industry average of 38.93% [3] - The gross profit margin for Q3 2025 was 20.60%, up from 11.03% year-on-year, but still below the industry average of 29.96% [3] Executive Compensation - The chairman, Zhang Wei, received a salary of 739,200 yuan in 2024, an increase of 237,800 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 0.48% to 181,000, with an average of 8,166.76 shares held per shareholder, which is an increase of 0.48% [5]

Group 1 - The core point of the news is that Dawi Technology (600589.SH) reported its Q3 2025 results, revealing that 11 institutional investors hold a total of 286 million shares, accounting for 19.25% of the company's total equity [1] - The top ten institutional investors include Beijing Urban Intelligent Computing Information Industry Partnership, Beijing Huazhu Technology Co., Ltd., and others, with their combined holding ratio decreasing by 2.37 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, while three funds decreased their holdings, indicating a slight increase in the proportion of holdings among public funds [2] - One new public fund was disclosed during this period, while 56 public funds were not disclosed compared to the previous quarter, including notable funds like Yongying Digital Economy Smart Selection Mixed Fund [2] - Regarding foreign investment, one foreign fund reduced its holdings, with a decrease of 0.18% compared to the previous quarter, and several foreign institutions were not disclosed this period [2]

Core Insights - The company reported a total operating revenue of 313 million yuan for the first three quarters of 2025, representing a year-on-year increase of 2.28% [1] - The net profit attributable to shareholders was 38.03 million yuan, a significant turnaround from a loss of 27.81 million yuan in the same period last year [1] - The basic earnings per share stood at 0.026 yuan [1]

Financial Performance - The company's revenue for Q3 2025 was CNY 107,386,831.87, representing a year-on-year increase of 6.15%[3] - The total profit for the period was a loss of CNY 28,957,486.73, a decrease of 404.76% compared to the same period last year[3] - The net profit attributable to shareholders was a loss of CNY 30,135,717.83, down 415.45% year-on-year[3] - Total operating revenue for the first three quarters of 2025 reached ¥313,102,911.26, a 2.9% increase from ¥306,120,013.95 in the same period of 2024[18] - Operating profit for the first three quarters of 2025 was ¥40,987,566.21, compared to a loss of ¥11,051,037.33 in the same period of 2024[18] - Net profit for the first three quarters of 2025 was ¥38,893,538.10, recovering from a net loss of ¥27,601,896.95 in the previous year[19] - Basic earnings per share for the first three quarters of 2025 was ¥0.026, compared to a loss of ¥0.019 per share in the same period of 2024[19] Assets and Liabilities - The total assets at the end of the reporting period reached CNY 3,017,985,028.92, an increase of 79.85% compared to the end of the previous year[4] - Total assets as of September 30, 2025, are ¥3,017,985,028.92, compared to ¥1,678,096,823.57 at the end of 2024[15] - Total current liabilities increased to ¥848,283,182.98 from ¥454,619,336.62 year-over-year[15] - Total liabilities increased to ¥2,305,921,578.97, up from ¥1,011,495,617.36 year-over-year[16] - Non-current liabilities totaled ¥1,457,638,395.99, significantly higher than ¥556,876,280.74 in the previous year[16] Cash Flow - The net cash flow from operating activities for the year-to-date was CNY 49,316,116.69, a decrease of 52.64% compared to the same period last year[3] - Cash flow from operating activities generated a net amount of ¥49,316,116.69, down from ¥104,131,983.11 in the first three quarters of 2024[21] - The net cash flow from investing activities was -$965.58 million, with total cash outflows from investing activities amounting to $1.07 billion[22] - The net cash flow from financing activities was $872.66 million, with total cash inflows from financing activities reaching approximately $988.40 million[22] - The cash and cash equivalents at the end of the period totaled $37.03 million, down from $80.63 million at the beginning of the period[22] - The company reported a net increase in cash and cash equivalents of -$43.60 million for the period[22] Shareholder Information - Total number of common shareholders at the end of the reporting period is 181,035[11] - The largest shareholder, Beijing Urban Intelligent Computing Information Industry Partnership, holds 230,000,000 shares, representing 15.49% of total shares[12] - The company has not disclosed any significant changes in shareholder relationships or actions during the reporting period[12] Operational Insights - The company reported a significant increase in financial expenses due to the construction of the Zhangbei Rongtai Cloud Computing Data Center project, impacting profitability[8] - The company plans to continue expanding its cloud computing services and improve operational efficiency in response to market demands[8] - The company disposed of idle land use rights and buildings, generating asset disposal income, which was significantly lower than the previous year[8] Other Financial Metrics - The basic earnings per share for the current period was -0.020, a decline of 433.33% year-on-year[3] - The weighted average return on net assets was -4.16% at the end of the reporting period[4] - The company has a short-term loan of ¥57,521,118.84, which increased from ¥20,011,680.56[15] - The company reported a significant increase in other receivables, rising to ¥14,136,534.51 from ¥5,881,972.20[14] - The company's cash and cash equivalents as of September 30, 2025, amount to ¥126,441,916.37, down from ¥173,929,829.71 at the end of 2024[14] - Accounts receivable increased to ¥68,974,618.54 from ¥47,704,433.60 year-over-year[14] - Non-current assets total ¥2,586,952,770.76, up from ¥1,275,368,640.73 at the end of 2024[15] - Cash inflow from investment activities totaled ¥104,178,598.02, an increase from ¥78,428,740.00 in the previous year[21] - The company is set to implement new accounting standards starting in 2025, which may affect future financial reporting[23]

Core Viewpoint - Dawi Technology's stock price has shown significant volatility, with a year-to-date increase of 56.55%, but recent declines in the short term indicate potential market fluctuations [1][2]. Group 1: Stock Performance - As of October 15, Dawi Technology's stock price was 7.17 CNY per share, with a market capitalization of 10.645 billion CNY [1]. - The stock has experienced a 2.14% increase during the trading session, with a trading volume of 1.78 billion CNY and a turnover rate of 1.69% [1]. - Year-to-date, the stock has risen by 56.55%, but it has seen a decline of 2.32% over the last five trading days, 7.00% over the last twenty days, and 15.75% over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Dawi Technology reported revenue of 206 million CNY, a year-on-year increase of 0.37%, and a net profit attributable to shareholders of 68.168 million CNY, reflecting a substantial year-on-year growth of 282.46% [2]. - The company has distributed a total of 386 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased to 181,900, up by 13.28%, while the average number of tradable shares per shareholder decreased by 11.72% to 8,127 shares [2]. - The top ten circulating shareholders include notable entities such as Yongying Digital Economy and Hong Kong Central Clearing, with changes in their holdings indicating shifts in investor sentiment [3].

Market Overview - On October 9, the A-share market opened high and closed higher, with the Shanghai Composite Index rising by 1.32% to close at 3933.97 points, marking the highest level since August 2015 [2][3] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index rose by 0.73% to 3261.82 points, both reaching new highs since February 2022 [2][3] Sector Performance - The non-ferrous metals sector has been the standout performer in the A-share market, with a year-to-date increase of 77.56%, outperforming hardware equipment (59.07%) and semiconductors (58.74%) [3] - On October 9, the non-ferrous metals sector surged by 6.67%, with stocks like Western Superconducting (688122.SH) and Northern Rare Earth (600111.SH) hitting the daily limit [5] - Gold prices reached a historical high, with domestic gold jewelry prices exceeding 1160 yuan per gram [6] Investment Trends - Investors are showing a strong interest in resource security and technology competition, which are seen as key structural themes for future market performance [8][9] - The market is expected to maintain a "bull market second phase" with continued inflow of incremental capital, supporting a steady upward trend [9] - Analysts predict that the upcoming quarterly reports will show a rebound in profit growth for most industries, further strengthening market confidence [9] Future Outlook - The consensus among analysts is that the market will experience a "shaking upward" trend, with a focus on resource security and technological advancements as critical investment themes [8][9] - The upcoming Fourth Plenary Session is anticipated to influence market expectations and trading directions [9] - The technology sector is expected to continue its growth trajectory, although there may be short-term valuation concerns [10]

Market Performance - On October 9, A-shares opened high and closed higher, with the Shanghai Composite Index rising by 1.32% to 3933.97 points, marking the highest level since August 2015 [2][4] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index rose by 0.73% to 3261.82 points, both reaching new highs since February 2022 [2][4] - A total of 3115 stocks in the market saw gains, indicating a broad-based rally [2] Sector Performance - The non-ferrous metals sector emerged as a standout performer, with a year-to-date increase of 77.56%, outperforming hardware equipment (59.07%) and semiconductors (58.74%) [2] - On October 9, the non-ferrous metals sector surged by 6.67%, with stocks like Western Superconducting (688122.SH) and Northern Rare Earth (600111.SH) hitting the daily limit [6] - Other sectors such as power generation equipment and technology stocks also performed well, with notable gains in semiconductor stocks [4][6] Gold and Precious Metals - International spot gold prices reached a record high of over $4000 per ounce on October 8, leading to significant increases in domestic gold jewelry prices [7] - Multiple gold-related stocks, including Shandong Gold (600547.SH) and Zhongjin Gold (600589.SH), hit historical highs [7] - The rise in gold prices is attributed to global market conditions, including concerns over U.S. government shutdowns and expectations of interest rate cuts [7] Future Market Outlook - Analysts predict a "shaking upward" trend for the market in October, with continued inflow of incremental liquidity and a focus on structural characteristics [9] - The market is expected to maintain a bullish sentiment, with the upcoming Fourth Plenary Session of the 19th Central Committee anticipated to influence market expectations [9][10] - Overall, the market is likely to experience a rebound in earnings growth for most industries due to low base effects from the previous year, reinforcing market confidence [9]

Core Viewpoint - The A-share market experienced a strong opening on October 9, with all three major indices rising significantly, marking the highest levels since 2015 for the Shanghai Composite Index [2][4]. Market Performance - On October 9, the Shanghai Composite Index rose by 1.32% to close at 3933.97 points, while the Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index gained 0.73% to 3261.82 points [2]. - A total of 3115 stocks in the market saw gains, indicating broad-based investor optimism [2]. Sector Highlights - The non-ferrous metals sector emerged as a standout performer, with a year-to-date increase of 77.56%, outperforming hardware equipment and semiconductor sectors [2]. - On the same day, the non-ferrous metals, hardware equipment, and semiconductor stocks saw renewed upward momentum [3]. Specific Stock Movements - The non-ferrous metals sector saw a collective surge, with significant gains in gold, copper, nickel, rare earths, lithium, and cobalt concepts [3]. - Notable stocks such as Western Superconducting Technologies, Northern Rare Earth, and Luoyang Molybdenum all hit the daily limit up [4]. Gold Market Dynamics - International spot gold prices surpassed $4000 per ounce, reaching a historical high, which contributed to the surge in gold-related stocks [4]. - Domestic gold jewelry prices also hit record levels, with several brands exceeding 1160 yuan per gram [4]. Future Market Outlook - Analysts predict a "shaking upward" trend for the market in October, with a focus on structural characteristics driven by resource security, corporate overseas expansion, and technological competition [6]. - The market is expected to maintain a bullish sentiment, with net inflows of public and private fund financing supporting a balanced market style [6][7]. Economic Indicators - The upcoming Fourth Plenary Session is anticipated to influence market expectations and trading directions, while the third-quarter earnings reports are expected to show a rebound in profit growth across most industries [6][7].