海南华铁公告，控股股东海南海控产业投资有限公司基于对公司未来发展信心等原因，计划自2025年10 月14日起6个月内，通过集中竞价、大宗交易等方式增持公司股份，增持金额1亿元至2亿元，资金来源 为自有及自筹资金，本次增持不设价格区间，并承诺在法定期限内不减持所持股份。 ...

Core Viewpoint - The termination of a 3.69 billion yuan computing power service agreement between Hainan Huatie's subsidiary and "Hangzhou X Company" has raised questions about potential connections between the companies, which have been denied by Meiri Interactive [1] Group 1 - An investor inquired about the termination of a 3.69 billion yuan computing power service agreement signed in March between Hainan Huatie's subsidiary and "Hangzhou X Company" [1] - Meiri Interactive clarified that the rumored "Hangzhou X Company" is not affiliated with the company or its subsidiaries [1] - The company stated that it has never engaged in any commercial cooperation with Zhejiang Haikong Nanke Huatie Digital Technology Co., Ltd. and its wholly-owned subsidiary Hainan Huatie Dahuangfeng Construction Machinery Equipment Co., Ltd. [1]

海南华铁开盘跌停。消息面上，公司此前公告子公司终止《算力服务协议》。 ...

Core Viewpoint - Hainan Huatie (603300) has seen its stock price surge over 200% due to its foray into the computing power service industry, but the recent cancellation of a significant 3.69 billion yuan contract has led to a sharp decline in its stock price, causing investor shock and market turmoil [1][2][10] Group 1: Contract Cancellation - Hainan Huatie announced the termination of a 3.69 billion yuan computing power service agreement with Hangzhou X Company, which accounted for over half of its publicly disclosed computing power orders [1][2] - The company cited significant changes in market conditions and supply-demand dynamics since the contract was signed, and noted that no purchase orders or deposits had been received during the six months leading up to the cancellation [2][8] - The abrupt cancellation resulted in two consecutive trading days of "limit down" for the company's stock, reflecting investor panic and uncertainty [2][10] Group 2: Financial Impact - Prior to the cancellation, the contract was expected to generate approximately 700 million yuan in annual revenue, significantly enhancing the company's profitability and market competitiveness [2][6] - Despite signing contracts worth over 10 billion yuan in computing power services, the reported revenue from this segment has been minimal, with only 12.01 million yuan recorded in 2024 [6][7] Group 3: Market Reaction and Investor Sentiment - Following the announcement, investors flooded interactive platforms with questions regarding the legitimacy of the contract and the identity of Hangzhou X Company, reflecting a lack of transparency from Hainan Huatie [3][4] - The stock's decline has raised concerns among investors, especially given the company's previous strong performance and the significant increase in institutional holdings [3][10] Group 4: Industry Context - Hainan Huatie's entry into the computing power sector is part of a broader trend, with the demand for computing power in China growing rapidly, evidenced by a 20.6% year-on-year increase in general computing power scale [7][8] - The computing power service market remains robust, with other companies reporting normal contract fulfillment despite Hainan Huatie's issues, indicating that the cancellation may not reflect a broader industry downturn [7][8] Group 5: Company Background and Ownership Changes - Hainan Huatie transitioned from a construction equipment rental business to the computing power sector over a year ago, establishing a new growth trajectory [4][5] - The company underwent a change in ownership in May 2024, with the current controlling shareholder being a state-owned investment entity, which has not positively impacted the stock price despite the recent surge in the computing power segment [10][11]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603300 证券简称：海南华铁 公告编号：临2025-081 浙江海控南科华铁数智科技股份有限公司 关于2021年股票期权激励计划2025年第三季度自主行权结果暨股本变动公告 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： ● 本次行权股票数量：浙江海控南科华铁数智科技股份有限公司（以下简称"公司"）2021年股票期权激 励计划（以下简称"本次激励计划"）于2025年第三季度行权且完成过户登记的股份共计6,133,360股。截 至2025年9月30日，2021年股票期权激励计划第四个行权期累计行权并完成股份过户登记6,133,360股股 票，占本次可行权股票期权总量的31.59%。 ● 本次行权股票上市流通时间：激励计划采用自主行权方式，行权所得股票于行权日后的第二个交易日 上市交易。 一、本次股票期权行权的决策程序及相关信息披露 2021年6月3日，公司召开第四届董事会第八次会议，审议通过了《浙江华铁应急设备科技股份有限公司 2021年股票期权激励 ...

关于2021年股票期权激励计划2025年第三季度自主行 证券代码：603300 证券简称：海南华铁 公告编号：临 2025-081 浙江海控南科华铁数智科技股份有限公司 本次行权股票数量：浙江海控南科华铁数智科技股份有限公司（以下简 称"公司"）2021 年股票期权激励计划（以下简称"本次激励计划"）于 2025 年第三季度行权且完成过户登记的股份共计 6,133,360 股。截至 2025 年 9 月 30 日，2021 年股票期权激励计划第四个行权期累计行权并完成股份过户登记 6,133,360 股股票，占本次可行权股票期权总量的 31.59%。 本次行权股票上市流通时间：激励计划采用自主行权方式，行权所得股 票于行权日后的第二个交易日上市交易。 一、本次股票期权行权的决策程序及相关信息披露 权结果暨股本变动公告 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： 2021 年 6 月 3 日，公司召开第四届董事会第八次会议，审议通过了《浙江 华铁应急设备科技股份有限公司 2021 年股票期权激励计划（草案）》 ...

Core Viewpoint - Hainan Huatie's stock experienced a significant decline, with a cumulative drop of over 20% in closing prices over two consecutive trading days, indicating abnormal trading fluctuations [1] Summary by Relevant Sections - **Stock Performance** The company's stock price fell sharply, with a cumulative decline exceeding 20% on October 9 and 10, 2025, which is classified as an abnormal trading fluctuation [1] - **Company's Response** Following self-examination and verification with the controlling shareholder and actual controller, the company confirmed that there are no undisclosed significant information as of the announcement date [1] - **Market Conditions** The company highlighted uncertainties in acquiring new orders due to changes in demand for computing power equipment from downstream customers, raising concerns about the sustainability of its computing power business [1] - **Investor Advisory** The company advised investors to be cautious of trading risks in the secondary market and to invest rationally [1]

证券代码：603300 证券简称：海南华铁 公告编号：临 2025-080 浙江海控南科华铁数智科技股份有限公司 关于股票交易异常波动公告 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： 浙江海控南科华铁数智科技股份有限公司（以下简称"公司"）股票于 2025 年 10 月 9 日、10 月 10 日连续两个交易日内收盘价格跌幅偏离值累计超过 20%，属于《上海证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查并向公司控股股东、实际控制人核实，截至本公告披露日， 公司不存在应披露而未披露的重大信息。 由于下游客户对算力设备的需求发生变化，公司未来新订单的获取存在 不确定性，未来算力业务的可持续性存在不确定性。 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 10 月 9 日、10 月 10 日连续两个交易日内收盘价格跌幅 偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票 交易异常波动情形。 二、公司关注并 ...

Core Viewpoint - Hainan Huatie (603300.SH) announced unusual stock trading fluctuations due to changes in downstream customer demand for computing power equipment, leading to uncertainty in acquiring new orders and the sustainability of its computing power business [1] Summary by Categories - **Company Announcement** - Hainan Huatie issued a notice regarding abnormal stock trading fluctuations on October 10 [1] - **Market Demand** - There has been a change in downstream customer demand for computing power equipment, which is impacting the company's future order acquisition [1] - **Business Sustainability** - The future sustainability of the computing power business is uncertain due to the aforementioned changes in demand [1]

Core Viewpoint - Hainan Huatie (603300.SH) experienced a significant drop in stock price, closing at 7.84 CNY per share, down 9.99% due to the cancellation of a major contract worth 3.69 billion CNY for computing power services with Hangzhou X Company, raising concerns about the company's future performance and the overall market for computing power services [2][3][5]. Company Overview - Hainan Huatie, established in 2008 and listed on the Shanghai Stock Exchange in 2015, originally focused on infrastructure leasing and services. The company has been seeking new growth avenues due to a slowdown in traditional infrastructure sectors [3][4]. - The company announced its entry into the computing power sector in May 2024, driven by the explosive growth of the AI industry and the increasing demand for computing resources [4][5]. Contractual Developments - The canceled contract with Hangzhou X Company was a significant part of Hainan Huatie's strategy to expand its computing power services, which was expected to generate approximately 700 million CNY in annual revenue [5]. - Following the cancellation, Hainan Huatie has approximately 4 billion CNY in remaining computing power orders, with over 1.4 billion CNY in assets delivered as of mid-2025 [2][4]. Market Context - The computing power market in China is projected to grow significantly, with estimates indicating a market size of approximately 211.6 billion CNY by 2025, reflecting a year-on-year growth rate exceeding 43% [4]. - The industry is currently undergoing adjustments, with many companies reassessing their contracts and strategies in light of rapid technological advancements and changing market conditions [6][7]. Strategic Initiatives - Hainan Huatie has established a digital technology division to enhance its integration into the AI industry ecosystem, focusing on the convergence of data, models, and computing power [7]. - The company is also expanding its services into inference computing, having signed a strategic cooperation agreement with Anhui Haima Cloud Technology Co., Ltd. to extend its computing power services into cloud gaming and cloud rendering applications [7].