一、截至目前,本公司不存在涉及贵司的应披露而未披露的重大 信息; 二、截至目前,本公司不存在处于筹划阶段的涉及贵司的重大事 项,包括但不限于重大资产重组、股份发行、重大交易类事项、业务 重组、股份回购、股权激励、破产重整、重大业务合作、引进战略投 资者等重大事项; 三、在本次股票交易异常波动期间,本公司不存在买卖贵司股票 的情形。 关于对《大位数据科技(广东)集团股份有限公司 股票交易异常波动问询函》的复函 大位数据科技 (广东)集团股份有限公司: 贵司发出的《大位数据科技(广东)集团股份有限公司股票交易 异常波动问询函》已收悉, 经认真自查核实, 现将有关问题回复如下: 北京城市智算信息产 一次) 特此复函。 ...

Core Viewpoint - The company has acknowledged media reports regarding its involvement in computing power leasing, clarifying that its leasing services, initiated in 2024, will have a minimal impact on overall performance [1] Group 1: Business Operations - The company will provide leasing services through self-purchased and rented servers and chips to over ten clients starting in 2024 [1] - In the first three quarters, the company generated revenue of 11.23 million yuan, with self-purchased services accounting for 52.46% and leasing services for 47.54% [1] - The leasing services contributed only 3.59% to the total operating revenue, indicating a limited impact on the company's overall performance [1] Group 2: Future Projects - The Zhangbei data center project is expected to be completed and delivered by October 2025, with minimal revenue contribution anticipated in that year [1] - This project will provide customized standard data center environments, available racks, areas, and supporting facilities, aligning with the company's existing business model and not involving computing power leasing [1]

证券代码：600589 证券简称：大位科技 公告编号：2026-007 大位数据科技（广东）集团股份有限公司 关于公司股票交易异常波动的公告 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。 重要内容提示： 大位数据科技（广东）集团股份有限公司（以下简称"公司"）股票于 2026 年 2 月 6 日、2 月 9 日和 2 月 10 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，属于股 票交易异常波动的情况。 截至 2026 年 2 月 9 日，公司所属行业分类"信息传输、软件和信息技术服务业" 对应的最新行业滚动市盈率 46.45 倍，市净率 3.79 倍。公司最新滚动市盈率为 353.62 倍， 最新市净率为 21.73 倍。公司相关估值数据显著高于同行业水平。敬请广大投资者注意二级 市场风险，理性决策，审慎投资。 公司目前生产经营正常，主营业务未发生重大变化，主要为通过出租标准化机房， 为客户提供带宽租用、机柜租用、IP 地址租用等服务。截至 2025 年 9 月 30 日，公司前三 季度营业收入 31,310.29 ...

Core Viewpoint - The company, Dawi Technology, has experienced a significant stock price fluctuation, with a cumulative increase of over 20% in three consecutive trading days, prompting an announcement regarding abnormal trading activity [1] Financial Performance - As of September 30, 2025, the company reported a total revenue of 313.10 million yuan for the first three quarters, with cabinet leasing services contributing 246.40 million yuan and bandwidth and IP address services generating 29.57 million yuan [1] - The company's estimated net profit for the fiscal year 2025 is projected to be between -25 million yuan and -12.5 million yuan, with a net profit excluding non-recurring items expected to range from -130 million yuan to -80 million yuan [1] Business Operations - The company’s main business activities include leasing standardized data centers and providing bandwidth, cabinet, and IP address rentals, with no significant changes reported in operations [1] - The revenue from the recently involved computing power leasing business was 11.23 million yuan for the first three quarters, accounting for 3.59% of total revenue, indicating a minimal impact on overall performance [1] - The Zhangbei Data Center project has been completed and delivered in October 2025, but is expected to contribute little to revenue in 2025, maintaining a business model consistent with existing operations [1] Market Valuation - As of February 9, 2026, the company's rolling price-to-earnings (P/E) ratio stands at 353.62 times and the price-to-book (P/B) ratio at 21.73 times, significantly higher than the industry averages of 46.45 times for P/E and 3.79 times for P/B in the "Information Transmission, Software, and Information Technology Services" sector [1]

Core Viewpoint - The company, Dawei Technology (600589), announced that its stock experienced an abnormal fluctuation with a cumulative closing price increase of over 20% across three consecutive trading days, indicating unusual trading activity [1] Group 1: Financial Performance - In the first three quarters of 2024, the company generated revenue of 11.23 million yuan, with self-purchased services accounting for 52.46% and leasing services for 47.54% [1] - The revenue from leasing services represents only 3.59% of the total operating income, indicating a minimal impact on overall performance [1] Group 2: Business Operations - The company has been providing leasing services to over ten clients since 2024 through self-purchased and leased servers and chips [1] - The Zhangbei Data Center project is expected to be completed and delivered by October 2025, with limited revenue contribution anticipated for that year [1] - The project will offer customized standard data center environments, available racks, and supporting facilities, aligning with the company's existing business model and not involving leasing of computing power [1]

Market Overview - The A-share market opened with mixed results, with the Shanghai Composite Index up 0.05%, the Shenzhen Component up 0.12%, and the ChiNext Index up 0.32% [1] - AI application stocks continued to show strength, with companies like Rongxin Culture and Zhangyue Technology achieving consecutive gains [1] - Computing power concept stocks also rose, with Dawi Technology achieving consecutive gains and TeFa Information hitting the daily limit [1] - The commercial aerospace new stock, Electric Science Blue Sky, surged 750% on its first trading day, approaching a market value of 140 billion [1] Sector Performance AI Application Sector - The AI application and video generation sectors opened strongly, with companies like Zhongwen Online and Fengyuzhu nearing daily limits, and Bona Film and Vision China also opening high [2] - Notable stocks in the AI application sector included Yongxin Zhicheng, which rose 5.76%, and Yuntian Lifi, which increased by 4.32% [3] Computing Power Sector - The computing power sector saw initial gains, with stocks like Dawi Technology and TeFa Information performing well [4] - Key stocks in this sector included Yakang Co., which rose 13.35%, and TeFa Information, which increased by 10.03% [5] Institutional Insights - CITIC Securities indicated that the market is likely to experience a period of consolidation before the Spring Festival, with a moderate short-term bullish sentiment [7] - Guoxin Securities suggested that the current spring market may still have room for further development, with a short-term strategy of holding stocks during the holiday being relatively favorable [8] - Dongwu Securities noted that the week before the festival is often the best window for index positioning, with historical trends indicating a rebound around this time [9]

Group 1 - The computing power leasing sector experienced an initial rise on February 10, with major companies like Dazhi Technology achieving a consecutive two-day increase in stock price [1] - Companies such as TeFa Information and People’s Daily reached their daily limit up, indicating strong market interest and investor confidence [1] - Other companies including Yacon Co., Jiangsu Cable, Guanghuan New Network, Chengdi Xiangjiang, and Yitian Intelligent also saw stock price increases, reflecting a broader positive trend in the sector [1]

早盘算力租赁概念延续上周强势，大位科技、恒润股份涨停，平治信息、协鑫能科、协创数据、利通电 子、美利云等跟涨。 ...

Group 1 - The core viewpoint of the news is that Dawi Technology's stock has increased by 5.19%, reaching a price of 9.53 CNY per share, with a trading volume of 839 million CNY and a turnover rate of 6.23%, resulting in a total market capitalization of 14.149 billion CNY [1] - Dawi Technology, established on December 25, 1997, and listed on June 12, 2001, is primarily engaged in chemical materials and comprehensive internet services, with internet revenue accounting for 99.62% of its total business income [1] Group 2 - From the perspective of Dawi Technology's top ten circulating shareholders, a fund under Caitong Securities Asset Management has entered the top ten, holding 18.2708 million shares, which is 1.24% of the circulating shares, with an estimated floating profit of approximately 8.5873 million CNY [2] - The Caitong Asset Management Digital Economy Mixed Fund A (017483), established on December 26, 2022, has a latest scale of 920 million CNY, with a year-to-date return of 8.47%, ranking 1289 out of 8873 in its category, and a one-year return of 75.35%, ranking 474 out of 8123 [2] - The fund manager, Bao Lianwen, has a total asset scale of 6.014 billion CNY, with the best fund return during his tenure being 132.03% and the worst being 8.01% [2]

Group 1 - The stock of Dawi Technology increased by 5.19% on February 6, reaching a price of 9.53 CNY per share, with a trading volume of 839 million CNY and a turnover rate of 6.23%, resulting in a total market capitalization of 14.149 billion CNY [1] - Dawi Technology (Guangdong) Group Co., Ltd. is located in Chaoyang District, Beijing, and was established on December 25, 1997, with its listing date on June 12, 2001. The company's main business involves chemical materials and comprehensive internet services, with internet revenue accounting for 99.62% and rental and other income for 0.38% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Shenwan Hongyuan holds a significant position in Dawi Technology. The Shenwan Hongyuan Leida Three-Year Holding Mixed Fund (012051) held 669,100 shares in the fourth quarter, representing 5.06% of the fund's net value, making it the eighth largest heavy stock [2] - The Shenwan Hongyuan Leida Three-Year Holding Mixed Fund (012051) was established on June 10, 2021, with a latest scale of 94.7063 million CNY. Year-to-date returns are 21.8%, ranking 38 out of 8,873 in its category; the one-year return is 39.67%, ranking 2,752 out of 8,123; and since inception, the return is 36.19% [2] - The fund manager of Shenwan Hongyuan Leida Three-Year Holding Mixed Fund (012051) is Liang Guozhu, who has been in the position for 3 years and 90 days, with total assets under management of 1.719 billion CNY. The best fund return during his tenure is 60.68%, while the worst is -18.51% [2]