Group 1 - The communication services sector increased by 0.75% on January 8, with Putian Technology leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Putian Technology's stock price rose by 7.56% to 38.42, with a trading volume of 810,400 shares and a transaction value of 3.026 billion yuan [1] Group 2 - The communication services sector experienced a net outflow of 287 million yuan from institutional investors and 390 million yuan from retail investors, while retail investors saw a net inflow of 677 million yuan [2] - Major stocks in the sector showed varied performance, with China Unicom experiencing a net inflow of 3.25 billion yuan from institutional investors, while retail investors had a net outflow of 1.49 billion yuan [3] - The stock of Sanwei Communication saw a net inflow of 271 million yuan from institutional investors but a net outflow of 201 million yuan from retail investors [3]

Group 1 - The Shanghai Composite Index is at 4083.28 points, slightly down by 0.06%, with a total trading volume of 1.267668 trillion yuan [1] - 100 A-shares have surpassed their annual line, with notable stocks including Keta Power, Tianjian Technology, and Hongbo Pharmaceutical, showing divergence rates of 12.69%, 9.75%, and 7.46% respectively [1] - Stocks with smaller divergence rates that have just crossed the annual line include Linhai Co., Qingdao Kingway, and Haier Biomedical [1] Group 2 - The top three stocks with the highest divergence rates from the annual line are Keta Power (14.17% increase), Tianjian Technology (10.00% increase), and Hongbo Pharmaceutical (8.44% increase) [1] - The trading turnover rates for these stocks are 13.20%, 23.67%, and 6.70% respectively, indicating significant trading activity [1] - Other stocks with notable performance include Akoli (7.08% increase) and Hengjin Technology (7.99% increase), with divergence rates of 5.90% and 4.62% respectively [1]

Core Viewpoint - Zhongbei Communication (603220.SH) is transitioning from "5G infrastructure" to "computing power dark horse," with the launch of its AI Industrial Park marking a significant step in its strategy of "new infrastructure + artificial intelligence + new energy" [1][3]. Group 1: AI Industrial Park Launch - The AI Industrial Park, which includes the Shibei Qiyuan AI Incubation Center, has officially opened, with eight high-quality AI companies signing on as the first batch of tenants [1]. - The park aims to establish a complete closed loop of "incubation cultivation - industrial landing - ecological collaboration," with plans to incubate over 50 AI companies by 2028, creating a total valuation exceeding 10 billion yuan [2]. Group 2: Strategic Intent and Financial Performance - Zhongbei Communication has faced challenges in the traditional communication service sector, leading to a strategic shift towards the intelligent computing field, with a reported revenue of 297 million yuan from its intelligent computing services in the first half of 2025, reflecting a year-on-year growth of 498.21% [3]. - The establishment of the AI Industrial Park is a key move for Zhongbei Communication to build a "moat," transitioning from a pure computing power service provider to a "computing power investor" [3][4]. Group 3: Investment and Support Mechanisms - The park plans to set up a 50 million yuan angel fund to provide full-cycle financial support in collaboration with top venture capital institutions, enhancing the ecosystem for incubated companies [2][3]. - The full-chain services offered by the park are expected to shorten project validation cycles by over 50%, making it highly attractive for startups [4].

Core Insights - The establishment of the Zhongbei AI Industrial Park and Shibei Qiyuan AI Incubation Center marks a significant step for Zhongbei Communication in empowering the full-chain development of AI and aims to create a new industrial hub in Central China [1][3] Group 1: AI Industrial Park Overview - The AI Industrial Park is positioned as an "industrial ecosystem aggregator," focusing on technology research and development, application scenarios, enterprise clustering, and supporting services [1] - The incubation center will nurture AI startups and innovative projects, providing comprehensive support from seed to growth stages, aiming to create a complete industrial development loop of "incubation—industry landing—ecosystem collaboration" [1][2] Group 2: Initial Incubation and Business Focus - The first batch of eight AI companies, including Hankbut Technology and Shield AI, has signed agreements to join the incubation center, aligning with the center's three main industrial directions [2] - The incubation center focuses on three major directions: "AI + vertical applications," "AI + hardware," and "AI + overseas expansion," introducing a "3+2 one-stop" empowerment system [2] Group 3: Future Goals and Economic Impact - The park aims to incubate over 50 AI companies by 2028, forming an industrial cluster with a total valuation exceeding 100 billion yuan, creating thousands of high-quality jobs [3] - Zhongbei Communication plans to use the AI Industrial Park as a hub to advance the construction and operation of large-scale intelligent computing clusters domestically and internationally, enhancing industry application models [3]

| 证券代码：603220 | 证券简称：中贝通信 | 公告编号：2026-001 | | --- | --- | --- | | 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。 重要内容提示： 累计转股情况：截至2025年12月31日，累计已有人民币6,161,000元"中 贝转债"转为本公司A股普通股，累计转股股数为290,792股（根据公司2023年度 资本公积转增股本方案进行调整后的累计转股数为291,759股），占"中贝转债" 转股前本公司已发行股票股份总量的0.0867%。 未转股可转债情况：截至2025年12月31日，尚未转股的"中贝转债"金 额为人民币510,839,000元，占"中贝转债"发行总额的98.8083%。 本季度转股情况：自2025年10月1日至2025年12月31日，共有人民币 155,000元"中贝转债"转为本公司A股普通股，转股股数为7,396股。 一、可转债发行上市概况 根 ...

Core Viewpoint - The company, Zhongbei Communication (603220.SH), clarified that it currently has no business collaboration with Manus or Butterfly Effect, while highlighting its own developments in digital technology [1] Group 1 - The company has established Wuhan Daguang Intelligent Technology Co., Ltd. in collaboration, which focuses on developing digital twin products using multi-agent technology [1] - The product, ByteMe, aims to enhance individual capabilities in utilizing large models, thereby empowering value creators [1] - The technology allows users to contribute value while sharing in the benefits generated from that value creation [1]

Core Viewpoint - The company, Zhongbei Communication (603220.SH), clarified that it currently has no business collaboration with Manus or Butterfly Effect, while highlighting its own developments in digital technology [1] Group 1 - The company has established Wuhan Daguang Intelligent Technology Co., Ltd. in collaboration, which focuses on developing digital twin products using multi-agent technology [1] - The product, ByteMe, aims to enhance individual capabilities in utilizing large models, thereby empowering value creators [1] - The technology allows users to contribute value while sharing in the benefits generated from that value [1]

Core Viewpoint - Zhongbei Communication's stock price has shown a slight increase of 2.02% this year, with a market capitalization of 9.436 billion yuan, indicating a stable performance amidst fluctuations in the market [1]. Group 1: Stock Performance - As of January 5, Zhongbei Communication's stock price reached 21.73 yuan per share, with a trading volume of 1.51 billion yuan and a turnover rate of 1.61% [1]. - The stock has increased by 2.02% year-to-date, with a 1.68% rise over the last five trading days, a 2.51% decline over the last 20 days, and a 12.31% drop over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongbei Communication reported a revenue of 2.317 billion yuan, reflecting a year-on-year growth of 5.05%. However, the net profit attributable to shareholders decreased by 41.14% to 85.0419 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]. Group 3: Shareholder Information - As of September 30, 2025, Zhongbei Communication had 66,100 shareholders, a decrease of 13.03% from the previous period, with an average of 6,571 circulating shares per shareholder, which is an increase of 14.98% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 5.2545 million shares, an increase of 3.2048 million shares compared to the previous period [3].

Core Viewpoint - The company, Zhongbei Communication, asserts its competitive strength in the highly competitive intelligent computing industry, leveraging over 30 years of development to provide comprehensive services from hardware to software and platforms [2]. Group 1: Company Capabilities - The company has developed a full-stack service capability covering various professional fields including servers, storage, networking, security, and software development [2]. - It has established a professional technical team capable of delivering services in complex network environments [2]. - The company claims to have operational advantages in its intelligent computing business, with a nationwide layout of intelligent computing centers [2]. Group 2: Operational Scale - The company currently operates a computing power scale exceeding 17,000 PetaFLOPS [2]. - It provides intelligent computing services to notable clients such as Kingsoft Cloud, Jiyue Xingchen, Lingang Computing Power, Qinghai Unicom, and Jinan Supercomputing Center [2].

Core Viewpoint - The company is making progress in its new energy business, focusing on large-capacity blade lithium batteries for commercial vehicles and energy storage systems for industrial clients [1] Group 1: Business Development - The company produces large-capacity blade lithium batteries primarily for commercial vehicles, including light and heavy trucks [1] - A strategic partnership has been established with Fudi Battery to introduce advanced automated production lines from BYD [1] - The production line for power batteries in Hefei achieved trial production in January of this year, leading to a certain level of output and customer expansion in the first half of the year [1] Group 2: Future Capacity Plans - The company aims to reach its designed production capacity by October 2025 [1]