Core Viewpoint - Hainan Huatie (603300.SH) has received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into alleged violations of information disclosure laws [1] Group 1: Investigation Details - The CSRC has issued a "Notice of Case Filing" (No. 01120250033) against the company for suspected violations of information disclosure regulations [1] - The company is currently operating normally and will cooperate with the CSRC during the investigation [1] Group 2: Compliance and Operations - Hainan Huatie will adhere to relevant laws and regulations while fulfilling its information disclosure obligations during the investigation period [1]

浙江海控南科华铁数智科技股份有限公司（以下简称"公司"）于 2025 年 10 月 16 日收到中国证券监督管理委员会（以下简称"中国证监会"）对公 司送达的《立案告知书》（编号：证监立案字 01120250033），因公司涉嫌信 息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚 法》等法律法规，中国证监会决定对公司立案。 目前，公司各项生产经营活动正常有序开展，在立案调查期间，公司将积 极配合中国证监会的相关调查工作，并严格按照有关法律法规及监管要求履行 信息披露义务。 公司指定信息披露媒体为《证券时报》《证券日报》《中国证券报》《上 海证券报》及上海证券交易所网站（www.sse.com.cn），公司相关信息均以上 述指定媒体披露的公告为准。敬请广大投资者理性投资，注意投资风险。 证券代码：603300 证券简称：海南华铁 公告编号：临 2025-086 浙江海控南科华铁数智科技股份有限公司 关于收到中国证券监督管理委员会立案告知书的公告 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。 特此公告。 浙江 ...

Core Viewpoint - The company Hainan Huatie (603300.SH) has received a notice from the China Securities Regulatory Commission (CSRC) regarding an investigation into alleged violations of information disclosure laws [1] Summary by Categories - **Company Announcement** - On October 16, 2025, the company received the "Notice of Investigation" from the CSRC [1] - The investigation is due to the company's suspected violations of information disclosure regulations [1] - **Regulatory Action** - The CSRC has decided to initiate a case against the company based on relevant laws and regulations [1]

北京商报讯（记者 马换换 实习记者 李佳雪）10月16日晚间，海南华铁（603300）披露公告称，因公司 涉嫌信息披露违法违规，证监会决定对公司立案。 近期，海南华铁近37亿元算力合同突发终止一事引发了市场极大关注，也备受投资者诟病。 海南华铁表示，目前，公司各项生产经营活动正常有序开展，在立案调查期间，公司将积极配合证监会 的相关调查工作，并严格按照有关法律法规及监管要求履行信息披露义务。 ...

Core Points - The company received a notice from the China Securities Regulatory Commission (CSRC) on October 16, 2025, regarding an investigation into suspected violations of information disclosure laws [1] - The company will actively cooperate with the investigation and fulfill its information disclosure obligations during the investigation period [1] - The company's production and operational activities are continuing in an orderly manner [1]

Core Viewpoint - Hainan Huatie announced on October 16, 2025, that it received a notice of investigation from the China Securities Regulatory Commission (CSRC) due to suspected violations of information disclosure regulations [1] Group 1 - The company is currently conducting its production and operational activities in a normal and orderly manner [1] - Hainan Huatie will actively cooperate with the CSRC's investigation and strictly fulfill its information disclosure obligations [1]

Core Viewpoint - Hainan Huatie (603300) has received a notice from the China Securities Regulatory Commission (CSRC) regarding a formal investigation into alleged violations of information disclosure laws [1] Group 1 - The company is currently operating its production and business activities normally and in an orderly manner despite the investigation [1]

Group 1 - The Hainan Free Trade Zone concept rose by 2.58%, ranking first among concept sectors, with 22 stocks increasing, including Haixia Co., Haima Automobile, and ST Huawen hitting the daily limit [1][2] - Notable gainers included Haikou Group, Hainan Haiyao, and Kangzhi Pharmaceutical, which rose by 6.38%, 6.14%, and 5.69% respectively [1] - The stocks with the largest declines were Hainan Huatie, Junda Co., and *ST Shuangcheng, which fell by 1.30%, 1.23%, and 1.06% respectively [1] Group 2 - The Hainan Free Trade Zone concept saw a net inflow of 358 million yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan [2] - The top net inflow stock was Haixia Co., with a net inflow of 108 million yuan, followed by HNA Holding, Hainan Development, and Haide Co. with net inflows of 89.09 million yuan, 82.73 million yuan, and 64.19 million yuan respectively [2][3] - The highest net inflow ratios were seen in Haide Co., ST Huawen, and Hainan Haiyao, with ratios of 14.30%, 13.37%, and 12.49% respectively [3] Group 3 - The top stocks in the Hainan Free Trade Zone concept included Haixia Co. with a daily increase of 10.03% and a turnover rate of 6.55%, followed by HNA Holding with a 1.80% increase and a turnover rate of 2.30% [3][4] - Other notable performers included Hainan Development with a 2.99% increase and a turnover rate of 8.46%, and Haikou Group with a 6.38% increase and a turnover rate of 7.54% [4] - Stocks such as Hainan Huatie and Junda Co. experienced declines of 1.30% and 1.23% respectively, with negative main fund flows [4]

Core Viewpoint - The termination of a 36.9 billion yuan computing power service agreement by Hainan Huatie has raised concerns about the company's strategic transition and the integrity of shareholder actions, highlighting issues of information disclosure and industry speculation [1][2]. Group 1: Contract and Market Reaction - In March 2025, Hainan Huatie announced a five-year computing power service agreement worth 36.9 billion yuan, which represented 71% of the company's projected revenue for 2024, leading to a surge in stock prices [2]. - Despite initial denials of contract termination rumors, it was revealed that no purchase orders were placed by the partner company, and Hainan Huatie voluntarily terminated the agreement citing "market environment changes" [2][3]. - The agreement was characterized as merely a framework agreement, lacking clarity on essential terms such as GPU models and delivery schedules [2]. Group 2: Shareholder Actions - Prior to the contract signing, Hainan Huatie's stock exhibited unusual activity, with significant shareholder ZHANG Jianping reducing his holdings after the stock peaked [3]. - Another major shareholder, HU Danfeng, initially planned to reduce his stake by 2.22% but later announced intentions to increase his holdings, attempting to stabilize investor confidence [3]. - Despite these efforts, the stock experienced a significant decline, hitting the daily limit down on consecutive trading days [3]. Group 3: Transition Challenges - Hainan Huatie's difficulties reflect the broader challenges faced by traditional companies transitioning to new production capabilities, particularly in the computing power sector [4]. - The company has signed contracts totaling 24.75 billion yuan for computing power services and has delivered over 6 billion yuan worth of intelligent computing equipment [4]. - The future of Hainan Huatie hinges on its ability to rebuild market trust under regulatory scrutiny and to balance its traditional business with new production capabilities [4].

与此同时，海南华铁控股股东也抛出了增持计划，并已开始实施。10月14日晚间，海南华铁披露公告 称，公司控股股东海控产投于当日通过集中竞价方式增持公司股份560.4万股，占公司股份总数的 0.28%，增持金额为4300.34万元（不含交易费用）。海控产投持有的公司股份比例由13.78%增加至 14.06%。据悉，海控产投本次计划1亿—2亿元增持公司股份。 北京商报讯（记者 马换换 王蔓蕾）近37亿元算力大单突发终止，海南华铁（603300）近期被卷入了舆 论风暴中心，公司股价接连大跌之下，前两大股东均"紧急"出手护盘，其中胡丹锋增持计划"火速"实施 完毕。10月15日晚间，海南华铁披露公告称，公司持股5%以上股东、董事及总经理胡丹锋增持计划已 实施完毕，增持数量占公司总股本的0.32%，累计增持金额为4999.72万元。 值得一提的是，在本次算力大单终止前，胡丹锋原拟减持海南华铁股份。而在算力大单取消后，其迅速 终止了前期的减持计划，并拟增持公司股份，原计划合计增持金额不低于3000万元（含）且不超过5000 万元（含）。截至公告披露日，胡丹锋通过上交所系统以集中竞价交易方式累计增持公司股份644.8万 股，增 ...