Core Viewpoint - Zhongbei Communication (603220) is enhancing its subsidiaries' operational capabilities through significant capital increases, aimed at expanding overseas business and improving production capacity in the lithium-ion battery sector [1] Group 1: Capital Increases - The company has recently increased capital by 360 million yuan to its subsidiary Beit Communication Hong Kong, which is crucial for expanding overseas operations [1] - An additional capital increase of 150 million yuan was made to its wholly-owned subsidiary Anhui New Energy, primarily to support its production and operational needs [1] Group 2: Business Operations - Beit Communication Hong Kong is identified as the core subsidiary for the company's overseas business expansion, with the capital increase expected to enhance its cash flow and operational efficiency [1] - Anhui New Energy, which focuses on manufacturing lithium-ion batteries for commercial vehicles and energy storage systems, reported a revenue of 121 million yuan in the first three quarters of this year, nearly doubling from last year's total revenue of 64.87 million yuan [1] - The capital increase for Anhui New Energy is aimed at strengthening its operational capabilities to meet growing production demands [1]

Core Viewpoint - The company has recently increased capital for its subsidiaries to enhance operational capabilities and support business expansion, particularly in overseas markets and lithium-ion battery manufacturing [2]. Group 1: Capital Increase - The company has injected 360 million yuan into its controlling subsidiary, Beitong Hong Kong, to facilitate overseas business expansion and improve cash flow for daily operations [2]. - An additional 150 million yuan has been allocated to its wholly-owned subsidiary, Anhui New Energy, to support its production and operational needs [2]. Group 2: Business Focus - Beitong Hong Kong is identified as the core subsidiary for the company's overseas business development, aiming to enhance delivery capabilities in overseas intelligent computing services [2]. - Anhui New Energy specializes in lithium-ion battery manufacturing, with products used in commercial vehicle power batteries and industrial energy storage systems [2]. - In the first three quarters of this year, Anhui New Energy achieved revenue of 121 million yuan, nearly doubling from the previous year's total revenue of 64.87 million yuan [2].

中贝通信（603220.SH）12月16日在投资者互动平台表示，尊敬的投资者您好！目前公司已运营算力规 模超过17000P，为金山云、阶跃星辰、临港算力、青海联通、济南超级计算中心有限公司等客户提供 智算服务。公司将根据市场订单情况及公司资金情况制定合适的发展规划，发展智算业务，关于未来的 算力规模情况，请关注公司后续公告！ （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：目前中贝的算力总规模有多少了，预计明年能做到多 少？ ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日通信服务板块主力资金净流出2.5亿元，游资资金净流出9868.15万元，散户资 金净流入3.49亿元。通信服务板块个股资金流向见下表： 证券之星消息，12月15日通信服务板块较上一交易日下跌1.19%，中贝通信领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。通信服务板块个股涨跌见下表： ...

Group 1 - Zhongbei Communication announced a capital increase of 360 million yuan to its subsidiary Beitong Hong Kong and 150 million yuan to its wholly-owned subsidiary Anhui New Energy, aimed at enhancing overseas business capabilities and operational capacity [1] - The total capital increase to Beitong Hong Kong in the last 12 months has reached 490 million yuan, focusing on the development of overseas intelligent computing clusters and strengthening the AI business segment [1] - Anhui New Energy, primarily engaged in lithium-ion battery manufacturing, has seen significant growth in asset scale and revenue, with total assets reaching 480 million yuan, a 67.3% increase from the end of 2024 [2] Group 2 - Anhui New Energy's revenue for the first three quarters of 2025 was 121 million yuan, nearly double the total revenue of 64.87 million yuan for 2024, indicating effective capacity release and market expansion [2] - The company has established strategic partnerships with major automotive manufacturers such as JAC and BYD, focusing on the production of new energy power batteries and energy storage systems [2] - Zhongbei Communication signed a strategic cooperation agreement worth 2 billion yuan with Jinkai New Energy to invest in intelligent computing centers and commercial energy storage projects, anticipating that the new energy business will become a new revenue growth point [3]

Core Viewpoint - The article discusses the upcoming 2025 (10th) Lithium Battery Industry Annual Conference and the Lithium Battery Golden Ding Award Ceremony, highlighting the event's focus on new cycles, technologies, and ecosystems in the lithium battery sector [2]. Group 1: Event Details - The event will take place on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen [2]. - The conference is organized by Qidian Lithium Battery, Qidian Energy Storage, and Qidian Research Institute SPIR, with various sponsors and speakers from the lithium battery industry [2]. Group 2: Company Developments - Zhongbei Communication announced two capital increase plans, proposing to inject CNY 360 million into its subsidiary Beitong Communication Hong Kong and CNY 150 million into its wholly-owned subsidiary Anhui New Energy [3]. - The capital increase for Beitong Communication Hong Kong aims to enhance its overseas business capabilities, while the funding for Anhui New Energy is intended to meet production needs and improve operational capacity [3]. Group 3: Financial Performance - Anhui New Energy has shown significant growth, with total assets reaching CNY 480 million as of September 30, 2025, a 67.3% increase from CNY 293 million at the end of 2024 [4]. - The company's revenue for the first three quarters of 2025 was CNY 121 million, nearly double the CNY 64.87 million revenue for the entire year of 2024, indicating effective capacity release and market expansion [4]. Group 4: Strategic Partnerships - Zhongbei Communication has established a strategic partnership with BYD's Fudi Battery, focusing on collaboration in battery production lines, supply assurance, and smart driving technology [5]. - The company has also signed a CNY 2 billion strategic cooperation agreement with Jinkai New Energy to jointly invest in smart computing centers and commercial energy storage projects across multiple regions [5]. Group 5: Business Expansion - Zhongbei Communication has ventured into the shared electric bicycle business, generating CNY 11.67 million in revenue in 2021, which grew to CNY 188 million in 2022, and continued to expand its fleet in 2023 [7]. - The company has signed battery system procurement agreements with partners, with contracts totaling over CNY 1 billion, effective until December 31, 2025 [7].

中贝通信 2025 年第二次临时股东大会会议资料 中贝通信集团股份有限公司 股东大会资料文件 （2025 年第二次临时股东大会） 中国·武汉 2025 年 12 月 中贝通信 2025 年第二次临时股东大会会议资料 中贝通信集团股份有限公司 2025 年第二次临时股东大会会议须知 为维护公司投资者的合法权益，保障股东在公司 2025 年第二次临时股东大 会期间依法行使权利，保证股东大会的正常秩序和议事效率，依据中国证监会《上 市公司股东会规则》、公司《股东大会议事规则》等相关规定，制定本次股东大 会会议须知。 一、公司负责大会的程序安排和会务工作，出席会议人员应当听从公司工作 人员安排，共同维护好大会秩序。 二、为保证股东大会的正常秩序，除出席会议的股东或者股东代理人、董事、 监事、董事会秘书、其他高级管理人员、见证律师以及董事会邀请的人员以外， 公司有权拒绝其他人员进入会场。对于影响股东大会秩序和损害其他股东合法权 益的行为，公司将按规定加以制止。 三、出席股东大会的股东、股东代表应当持身份证或者营业执照复印件、授 权委托书等证件办理签到手续，在大会主持人宣布现场出席会议的股东和股东代 理人人数及所持有表决 ...

Group 1 - The shared bicycle concept sector declined by 1.58%, ranking among the top declines in the concept sector, with significant drops from companies like Xinlong Health, New Day Shares, and Shanghai Phoenix [1] - Among the shared bicycle stocks, only two saw price increases, with Keli Yuan and Boshi Jie rising by 1.54% and 1.07% respectively [1] - The sector experienced a net outflow of 197 million yuan in principal funds, with eight stocks seeing net outflows, and five stocks exceeding 10 million yuan in outflows, led by Xinlong Health with a net outflow of 76.34 million yuan [2] Group 2 - The top net outflow stocks in the shared bicycle concept included Xinlong Health (-10.05%), Siwei Tuxin (-0.49%), and Zhongbei Communication (-0.13%), with respective outflows of 76.34 million yuan, 75.22 million yuan, and 22.89 million yuan [2] - Conversely, the stocks with the highest net inflows included Keli Yuan (1.54%), Hemei Group (-1.00%), and Boshi Jie (1.07%), with net inflows of 11.94 million yuan, 4.87 million yuan, and 1.45 million yuan respectively [2]

作为此次增资计划的重头戏，中贝通信拟向控股子公司贝通信香港增资3.6亿元。中贝通信董事长李六 兵曾公开表示，公司当前已运营算力规模超过17000P，服务客户涵盖金山云、阶跃星辰、临港算力等 行业头部企业。面对市场对高性能GPU集群的迫切需求，中贝通信计划继续扩容20000P算力，以缓解 供需矛盾。此次增资的3.6亿元资金，将为这一扩容计划提供关键的"弹药"。 从财务数据来看，安徽新能源正处于业绩爆发的前夜。公告显示，2025年前三季度，安徽新能源实现营 业收入1.21亿元，这一数字约为其2024年全年营收，6487万元的两倍。公司资产规模迅速扩大，总资产 已达4.8亿元。 与算力业务的高歌猛进相呼应，中贝通信在新能源领域也迎来了关键成长期。根据同日发布的《关于向 全资子公司增资的公告》，中贝通信拟使用自有资金或自筹资金向全资子公司安徽新能源增资1.5亿 元。 这一业绩增长的背后，是中贝通信在产能建设上的持续投入。早在2024年2月，公司便引进了比亚迪 （002594）先进的2.2代自动化生产线，并在2025年初实现了动力电池产线的试产。随着量产爬坡的顺 利推进及新能源商用车的普及，安徽新能源的产能正逐步释放。 ...

Core Viewpoint - Zhongbei Communication is strengthening its strategic layout in "5G new infrastructure + AI computing power + new energy" through capital increases in its subsidiaries, aiming to enhance its operational capabilities and market expansion [1][2]. Group 1: Capital Increase Actions - The company plans to increase capital by 360 million yuan in its subsidiary Beitong Communication Hong Kong and 150 million yuan in its wholly-owned subsidiary Anhui New Energy [1]. - The capital increase in Beitong Communication Hong Kong aims to improve cash flow and support overseas business expansion, while the increase in Anhui New Energy is intended to meet production needs and enhance operational capacity [1][2]. - This follows a previous plan to raise up to 1.922 billion yuan through a private placement, with significant allocations for intelligent computing center construction and 5G network development [1]. Group 2: Intelligent Computing Business Growth - In the first half of 2025, Zhongbei Communication's intelligent computing service business achieved revenue of 297 million yuan, a substantial year-on-year increase of 498.21% [2]. - The company currently operates a computing power scale exceeding 17,000 P, serving major clients such as Kingsoft Cloud and Qinghai Unicom [2]. - The chairman revealed plans to expand computing power by an additional 20,000 P to meet the urgent market demand for high-performance GPU clusters, with ongoing efforts to enter the Southeast Asian market [2]. Group 3: New Energy Business Development - The 150 million yuan capital increase in Anhui New Energy is aimed at enhancing production capacity and market development, focusing on lithium-ion battery manufacturing for commercial vehicles and energy storage systems [2][3]. - By the third quarter of 2025, Anhui New Energy achieved revenue of 121 million yuan, nearly doubling its total revenue of 64.87 million yuan for the entire year of 2024, indicating effective capacity release and market expansion [3]. - The company anticipates that the new energy business will become a new revenue growth point as production ramps up and the adoption of new energy commercial vehicles increases [3]. Group 4: Overall Strategic Implications - The total capital increase of 510 million yuan, combined with the ongoing 1.922 billion yuan private placement, is expected to inject continuous financial momentum into the company's three main businesses [3]. - The growth triangle of "5G new infrastructure + AI computing power + new energy" is gradually taking shape as the company expands its domestic computing clusters and overseas operations while releasing production capacity in the new energy sector [3].