Core Viewpoint - Zhongbei Communication (603220) has signed a strategic cooperation agreement with Inner Mongolia Unicom, focusing on key areas such as government and enterprise informationization, cloud computing, artificial intelligence, new energy, and autonomous heavy trucks [1] Group 1 - The cooperation aims to leverage resource complementarity and technological synergy [1] - The agreement is expected to inject new momentum into the digital transformation of the industry and promote high-quality regional development [1]

Core Viewpoint - Zhongbei Communication's stock has experienced fluctuations, with a recent decline of 2.01% and a total market capitalization of 10.366 billion yuan. The company has shown a year-to-date stock price increase of 4.42% but has faced a 5.32% drop in the last five trading days [1]. Financial Performance - For the first half of 2025, Zhongbei Communication reported a revenue of 1.584 billion yuan, reflecting a year-on-year growth of 4.77%. However, the net profit attributable to shareholders decreased by 51.94% to 50.6429 million yuan [2]. - The company has distributed a total of 324 million yuan in dividends since its A-share listing, with 145 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Zhongbei Communication was 76,000, a decrease of 3.95% from the previous period. The average number of circulating shares per person increased by 4.12% to 5,715 shares [2]. - The top ten circulating shareholders include Southern CSI 1000 ETF, which increased its holdings by 918,400 shares to 3.1938 million shares, while Hong Kong Central Clearing Limited reduced its holdings by 973,000 shares to 2.0497 million shares [3]. Business Overview - Zhongbei Communication, established on December 29, 1999, and listed on November 15, 2018, is primarily engaged in communication network technology services. Its main business segments include 5G infrastructure (46.76% of revenue), smart city projects (33.58%), and intelligent computing (18.76%) [1]. - The company operates within the communication services sector, specifically in communication engineering and services, and is associated with concepts such as Hubei Free Trade Zone, East Data West Computing, Huawei, computing power, and cloud computing [1].

| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2025-070 | | --- | --- | --- | | 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 一、可转债发行上市概况 1、发行日期：2023年10月19日 2、发行数量：517万张（51.7万手） 3、发行面值：本次发行的可转债每张面值人民币100元，按面值发行 4、发行总额：本次发行的可转债总额为人民币5.17亿元 关于"中贝转债"2025年付息公告 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： 可转债兑息日：2025年10月20日（由于2025年10月19日为非交易日，可 转债付息日顺延至2025年10月20日；顺延期间不另付息） 中贝通信集团股份有限公司（以下简称"公司"）于2023年10月19日向不特 定对象发行的可转换公司债券（以下简称"中贝转债"）将于2025年10月20日开 始支付自2024年10月19日至2025年10月18日期间的利息。根据《中贝通信集团股 份有限公司向不特 ...

| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2025-069 | | --- | --- | --- | | 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 关于可转债转股结果暨股份变动的公告 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。 一、可转债发行上市概况 根据中国证券监督管理委员会《关于同意中贝通信集团股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1806号），中贝通 信集团股份有限公司（以下简称"公司"）于2023年10月19日公开发行了517.00 万张可转换公司债券，每张面值100元，发行总额51,700万元，期限6年，并于2023 年11月21日起在上海证券交易所挂牌上市，债券简称"中贝转债"，债券代码 "113678"。 根据《上海证券交易所股票上市规则》等有关法律法规的规定和公司《中贝 通信集团股份有限公司向不特定对象发行可转换公司债券募集说明书》（以下简 称"《募集说明书》"）的约定，公司本次发行的"中贝转债"初始转 ...

中贝通信发布公告称，截至2025年9月30日，累计600.6万元"中贝转债"转为本公司A股普通股，累计转 股284,363股，占转股前已发行股份总量的0.0845%；尚未转股金额为5.10994亿元，占发行总额的 98.8383%。本季度（7-9月）有1.4万元"中贝转债"转股，转股666股。"中贝转债"于2023年10月发行，初 始转股价32.80元/股，最新转股价格为20.95元/股，期间经历多次调整。受转股影响，公司无限售条件 流通股和总股本均增加666股。 ...

Group 1: Market Dynamics - As of September 28, 2025, there were 17 new private placement projects added, a 1 project increase from the previous period, with 10 projects terminated, marking a 4 project increase[4] - The approval rate for projects remains at 100%, with 3 projects approved by the review committee, a decrease of 8 projects from the previous period[17] - There are currently 628 projects in the normal review stage, with 65 projects having received approval, a decrease of 8 projects[7] Group 2: Fundraising and Pricing - In the last two weeks, 5 competitive projects raised a total of 6.9 billion yuan, a decrease of 38.84% from the previous period, with a 100% fundraising success rate[31] - The average benchmark discount rate for these projects was 11.16%, down by 2.10 percentage points[32] - The average premium rate for bids was 10.04%, reflecting a 1.58 percentage point increase[42] Group 3: Performance of Released Projects - Among the 6 competitive projects released, 83.33% had positive returns, with an average absolute return of 47.36% and an excess return of 34.54%[46] - The average market discount rate for these projects was 10.77%, down by 4.65 percentage points[46] - For the 4 pricing projects released, the average absolute return was 406.53%, a significant increase of 353.82 percentage points[51] Group 4: Risk Factors - Risks include slower-than-expected review progress, fluctuations in secondary market stock prices, and changes in the competitive bidding environment for private placements[54]

Group 1: Market Dynamics - As of September 28, 2025, there were 17 new private placement projects added, a 1 project increase from the previous period, with 10 projects terminated, marking a 4 project increase[4] - The approval rate for projects was 100%, with 3 projects approved by the review committee, a decrease of 8 projects from the previous period[19] - There are currently 628 projects under normal review, with 65 projects having received approval, a decrease of 8 projects[7] Group 2: Fundraising Overview - In the last two weeks, 5 competitive projects raised a total of 6.9 billion yuan, a decrease of 38.84% from the previous period[34] - The average base discount rate for these projects was 11.16%, down 2.10 percentage points from the previous period[36] - The average market price discount rate was 16.23%, with a slight decrease of 0.02 percentage points[36] Group 3: Unlocking Gains - Among the 6 competitive projects that were unlocked, 83.33% had positive returns, a decrease of 16.67 percentage points from the previous period[50] - The average absolute return on the unlocking day was 47.36%, with an excess return of 34.54%, both showing increases from the previous period[50] - The average market price discount rate for these projects was 10.77%, down 4.65 percentage points from the previous period[50]

| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2025-068 | | --- | --- | --- | | 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 关于召开2025年半年度业绩说明会的公告 重要内容提示： 会议召开时间：2025年10月14日（星期二）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于2025年09月29日（星期一）至10月13日（星期一）16:00前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 best@whbester.com进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 中贝通信集团股份有限公司（以下简称"公司"）已于2025年8月27日发布 公司2025年半年度报告，为便于广大投资者更全面深入地了解公司2025年半年度 经营成果、财务状况，公司计划于2025年 ...

沪指9月24日上涨0.83%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为电力设备、电子， 涨幅分别为2.88%、2.76%。跌幅居前的行业为银行、煤炭、通信，跌幅分别为0.36%、0.29%、0.01%。 通信行业位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流入197.25亿元，今日有14个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.76%，全天净流入资金130.46亿元，其次是计算机行业，日涨幅 为2.52%，净流入资金为50.21亿元。 主力资金净流出的行业有17个，汽车行业主力资金净流出规模居首，全天净流出资金20.64亿元，其次 是通信行业，净流出资金为16.70亿元，净流出资金较多的还有公用事业、食品饮料、银行等行业。 通信行业今日下跌0.01%，全天主力资金净流出16.70亿元，该行业所属的个股共125只，今日上涨的有 93只；下跌的有29只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的个股有51只，其 中，净流入资金超亿元的有6只，净流入资金居首的是新易盛，今日净流入资金5.13亿元，紧随其后的 是中天科技、中贝通信，净流入资金分别为4. ...

Market Performance - On September 24, the communication services sector rose by 0.39% compared to the previous trading day, with Zhongbei Communication leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Individual Stock Performance - Zhongbei Communication (603220) closed at 26.51, with a gain of 6.30% and a trading volume of 587,100 shares, amounting to a transaction value of 1.526 billion yuan [1] - Other notable performers included: - Fengzhushou (301382) at 36.76, up 4.37% [1] - Hengshi Technology (300513) at 9.33, up 3.67% [1] - Runze Technology (300442) at 54.22, up 3.16% [1] - Jida Communication (300597) at 9.20, up 3.02% [1] Capital Flow Analysis - The communication services sector experienced a net outflow of 9.1232 million yuan from institutional investors, while retail investors saw a net inflow of 400.1 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Zhongbei Communication saw a net inflow of 201 million yuan from institutional investors, but a net outflow of 5.1888 million yuan from speculative funds [3] - China Unicom (600050) had a net inflow of 182 million yuan from institutional investors, with a significant outflow from speculative funds [3] - Other stocks like Putian Technology (002544) and Aofei Data (300738) also showed varied capital flows, indicating differing investor sentiments across the sector [3]