人民财讯7月29日电，中贝通信(603220)7月29日晚间公告，公司已聘请专业团队对PT. Semesta Energi Services（简称"标的公司"）进行尽职调查。基于尽职调查结果，交易各方就本次股权收购关键事项进 行了积极的沟通磋商，但未能达成最终共识。因未满足投资协议中约定的核心交割条件，经公司与交易 对方友好协商，决定终止本次收购事宜。 公司此前披露，控股子公司贝通信国际计划通过收购及增资 的方式获取标的公司55%股权。 转自：证券时报 ...

中贝通信（603220）公告，公司于2025年7月28日召开第四届董事会第九次会议，审议通过了《关于控 股子公司贝通信国际终止股权收购事项的议案》。公司控股子公司贝通信国际计划以自有资金2500万美 元(折合人民币约18,213.50万元)收购PT.Semesta Energi Services55%股权，但因未满足《投资协议》中约 定的核心交割条件，经协商决定终止本次收购事宜。此次终止不会对公司现有经营业绩及财务状况产生 不利影响。 ...

一、本期业绩预告情况 | 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：113678 | 债券简称：中贝转债 | | 中贝通信集团股份有限公司 2025年半年度业绩预减公告 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个别及连带责任。 重要内容提示: （二）每股收益：0.2868元。 三、本期业绩预减的主要原因 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年半年度实现归属于上市公司股东的净 利润为4,250万元到5,600万元，与上年同期相比，预计减少4,937万元到6,287 万元，同比减少46.85%到59.67%。 2、归属于上市公司股东的扣除非经常性损益的净利润为4,200万元至5,500 万元，与上年同期相比，将减少4,994万元至6,294万元，同比减少47.59%至59.98%。 本期业绩预告适用于实现盈利，且净利润与上年同期相比下降 50%以上 的情形。 ...

Core Viewpoint - The company received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting a detailed response about its intelligent computing business model and financial performance [1][2]. Group 1: Business Model and Financial Performance - The intelligent computing business primarily provides design, construction, and operation services for computing clusters, targeting telecom operators, cloud service providers, and AI model companies [3][4]. - The company reported a significant revenue increase of 3696.16% in the first quarter of 2025, with revenues of 1.35 billion yuan, reflecting a year-on-year growth of 972.79% [2]. - The average revenue from intelligent computing business in the third and fourth quarters of 2024 is expected to be lower due to the ongoing expansion of computing power, which exceeded 10,000 PetaFLOPS by July 2024 and is projected to surpass 15,000 PetaFLOPS by the end of the year [2][3]. Group 2: Cost Structure and Profitability - The gross profit margin for the intelligent computing business was reported at 41.04% for 2024, which, while lower than previous years, remains significantly higher than other business segments [2][7]. - The main costs associated with the intelligent computing business are manufacturing expenses, primarily related to server depreciation, and other costs including cabinet rental and bandwidth fees [5][6]. Group 3: Client and Supplier Analysis - The company provided a detailed list of its top ten clients and suppliers, confirming that there are no related party transactions, and the transaction amounts are reasonable compared to the clients' capital [6][19]. - The company actively engages in public bidding and negotiations to secure contracts for its intelligent computing projects, ensuring a diverse client base [4][6]. Group 4: Revenue Recognition and Stability - Revenue from intelligent computing services is recognized monthly based on the services provided, ensuring a consistent income stream [5][10]. - The company anticipates stable revenue growth in the intelligent computing sector, supported by a robust client base and ongoing demand for AI computing power [10][11].

Group 1: Intelligent Computing Business - The company's intelligent computing business achieved revenue of 269 million yuan in 2024, representing a year-on-year growth of 3696.16% [1] - By the end of 2024, the operational computing power exceeded 15,000 P, with a cumulative computing power of over 10,000 P by the end of July 2024 [1] - The gross profit margin for the intelligent computing business was 41.04% in 2024, which, although lower than previous years, remains significantly higher than other business segments [1] Group 2: Business Model and Revenue Recognition - The intelligent computing business provides overall solutions including design, construction, and operation of computing clusters for clients such as telecom operators and AI model companies [2][3] - Revenue recognition for computing services is based on monthly confirmations of services provided, with full revenue recognition when the results can be reliably estimated [4] - The main costs associated with the intelligent computing business include manufacturing costs, primarily related to server cluster depreciation, and other expenses such as cabinet rental and bandwidth fees [4] Group 3: Major Clients and Suppliers - The company has established contracts with major clients including Jinan Supercomputing Center and Beijing Anlian Technology, with total contract amounts and execution methods detailed [4][5] - The company maintains a diverse supplier base for AI servers and related equipment, ensuring competitive pricing and quality through a "compare three" procurement strategy [5][8] - There are no significant concerns regarding the relationship between the company and its major clients or suppliers, indicating a healthy business environment [8] Group 4: Long-term Asset Acquisition - As of the end of 2024, the company had invested approximately 3 billion yuan in the purchase of GPU servers and related equipment, with significant increases in fixed asset investments compared to previous years [6] - The total value of fixed assets, construction in progress, and right-of-use assets reached 2.787 billion yuan, a substantial increase of 2.351 billion yuan from the end of 2022 [6] - The company has engaged in sale-leaseback and financing lease arrangements, with total financing amounts of 1.248 billion yuan and 199 million yuan respectively, indicating a strategic approach to asset management [9]

独立董事关于上海证券交易所问询函所涉及部分问 题的独立意见 中贝通信集团股份有限公司（以下简称"公司"）于近日收到上海证券交易 所出具的《关于中贝通信集团股份有限公司 2024 年年度报告的信息披露监管问 询函》（上证公函【2025】0690 号）（以下简称"《问询函》"）。作为公司的独立 董事，我们根据《上市公司独立董事管理办法》《上海证券交易所股票上市规则》 等法律法规及《公司章程》的相关规定，与管理层认真讨论了《问询函》的内容， 并查阅了相关资料，本着谨慎、客观、独立的原则，就公司下列问题发表独立意 见如下： 1、年报及其他公告显示，2024 年公司智算业务实现营业收入 2.69 亿元，同 比增长 3696.16%。分季度看，2024 年上半年、2025 年第一季度分别实现收入 1.42 亿元、1.35 亿元，后者同比增幅为 972.79%；据此计算，2024 年第三、四 季度单季度智算业务平均收入相对较少。而 2024 年下半年公司算力规模持续增 长，2024 年 7 月末公司投入使用的各智算中心算力集群累计算力已超过 10000P， 至 2024 年末运营算力已超过 15000P。2024 年智算业 ...

| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2025-053 | | --- | --- | --- | | 债券代码：113678 | 债券简称：中贝转债 | | 中贝通信集团股份有限公司 关于2024年年度报告的信息披露监管问询函的回复 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。 中贝通信集团股份有限公司（以下简称"公司"）于近日收到上海证券交易 所发来的《关于中贝通信集团股份有限公司2024年年度报告的信息披露监管问询 函》（上证公函【2025】 0690 号）（以下简称"《问询函》"）。公司会同年 审会计师天健会计师事务所（特殊普通合伙）就《问询函》有关问题逐项进行认 真核查落实，现将有关问题回复如下： 在本问询函相关问题的回复中，若合计数与各分项数值相加之和在尾数上存 在差异，均为四舍五入所致。 1.年报及其他公告显示，2024年公司智算业务实现营业收入2.69亿元，同比 增长3696.16%。分季度看，2024年上半年、2025年第一季度分别实现收入1.42 亿元、1.35亿元，后者 ...

目 录 | 一、关于智算业务……………………………………………………第 | 1—8 | 页 | | --- | --- | --- | | 二、关于长期资产购建 ……………………………………………第 | 8—17 | 页 | | 三、关于对浙储能源股权投资……………………………………第 | 17—23 | 页 | 问询函专项说明 天健函〔2025〕2-124 号 上海证券交易所上市公司管理一部： 由中贝通信集团股份有限公司（以下简称中贝通信或公司）转来的《关于中 贝通信集团股份有限公司 2024 年年度报告的信息披露监管问询函》（上证公函 [2025]0690 号，以下简称问询函）奉悉。我们已对问询函中所提及的需要我们 说明的事项进行了审慎核查，现汇报说明如下。 第 1 页 共 23 页 货、收款、收入确认时点，采购的付款、到货时点，说明交易金额与客户、供 应商规模的匹配性及其合理性；（3）……；（4）……。 请年审会计师对问题（1）（2）发表意见。（问询函第 1 条） (一) 补充披露智算业务的商业模式，包括主要业务形态、销售和采购模式、 盈利模式、主要算力合同期限和执行方式、收入确认方式、成本具体构成等 ...

Group 1 - The shared bicycle concept sector rose by 0.96%, ranking 8th among concept sectors, with four stocks increasing in value, including Hemei Group which hit the daily limit, and Zhongbei Communication, Aima Technology, and Yong'an Xing showing gains of 4.90%, 1.81%, and 0.09% respectively [1][2] - The leading stocks in terms of net inflow of main funds were Zhongbei Communication with a net inflow of 115 million yuan, followed by Aima Technology, Hemei Group, and Yong'an Xing with net inflows of 32.6 million yuan, 29 million yuan, and 3.9 million yuan respectively [2][3] - The net inflow ratios for Hemei Group, Zhongbei Communication, and Aima Technology were 20.63%, 13.31%, and 6.45% respectively, indicating strong investor interest in these stocks [3][4] Group 2 - The overall market saw various concept sectors with notable performance, including childcare services at 1.82% and short drama games at 1.25%, while the shipbuilding sector declined by 2.12% [2] - The shared bicycle sector's performance was supported by significant capital inflow, with a total net inflow of 124 million yuan, reflecting positive sentiment towards the sector [2][3] - Stocks such as Hemei Group and Zhongbei Communication demonstrated high turnover rates of 3.30% and 8.91% respectively, indicating active trading and investor engagement [3][4]

Summary of Key Points Core Viewpoint - Zhongbei Communication (603220) experienced a slight decline in stock price, closing at 21.41 yuan on July 1, 2025, with a trading volume of 85,500 shares and a total transaction value of 182 million yuan [1][2]. Trading Information - On July 1, 2025, the net outflow of main funds was 12.2 million yuan, accounting for 6.69% of the total transaction value [2][4]. - Retail investors contributed a net inflow of 11.5 million yuan, representing 6.33% of the total transaction value [2]. Company Announcements - As of June 30, 2025, a total of 5,992,000 yuan of "Zhongbei Convertible Bonds" had been converted into A-shares, which is 0.0843% of the total shares issued before the conversion [2][4]. - The remaining amount of unconverted "Zhongbei Convertible Bonds" is 511 million yuan, which constitutes 98.84% of the total issuance [2]. - The company issued 5.17 million convertible bonds on October 19, 2023, with a total value of 517 million yuan, and these bonds will be listed on the Shanghai Stock Exchange starting November 21, 2023 [2]. - The initial conversion price for the "Zhongbei Convertible Bonds" is set at 32.80 yuan per share, with the latest conversion price at 20.95 yuan per share [2].