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海南华铁(603300) - 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
2025-10-12 09:00
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)》 ...
海南华铁:股票交易异常波动
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]
海南华铁(603300) - 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
2025-10-10 15:35
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 ...
海南华铁:未来算力业务的可持续性存在不确定性
Mei Ri Jing Ji Xin Wen· 2025-10-10 15:33
每经AI快讯,10月10日,海南华铁(603300)(603300.SH)发布股票交易异常波动公告,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。 ...
算力行业逐渐回归理性?海南华铁36.9亿合同解除的背后
Guo Ji Jin Rong Bao· 2025-10-10 12:40
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].
从3个涨停到2个跌停!海南华铁36.9亿算力大单“蒸发”,22万股东惨被割
Sou Hu Cai Jing· 2025-10-10 08:54
36.9亿的算力大单,说没就没了!这究竟是真实的商业合作,还是一场精心编排的资本大戏? 不仅如此,签了36.9亿的大单,海南华铁硬是连客户是谁都不肯说,只以"商业秘密"为由拒绝披露,但 海南华铁似乎忘了保障投资者知情权同样是其不可推卸的责任。 市场反应也是立竿见影,节后开盘海南华铁的股价直接一字跌停,10月10号继续跌停。截至今年6月30 日,海南华铁股东户数为22.49万户,这一下,海南华铁的二十多万股东怕是又要"关灯吃面"了。 有意思的是,就在海南华铁宣布终止合同的同一天,董事胡丹锋也宣布终止原定的减持计划。不过,这 波"危机公关"显然没能挽回人心,网友一针见血地评论:"戏都演完了,才想起来救场?" 结果呢?热闹了7个月,一单没成交,一分钱没见到!国庆前夜,海南华铁一纸公告说:合同终止了! 理由?"市场环境变了"+"没收到订单"。好家伙,这解释,堪比把一切不顺都归结为"水星逆行"一样。 更魔幻的是,合同里白纸黑字写着:如果对方违约,海南华铁可获赔20%违约金,整整7个多亿! 但海 南华铁偏要主动解约,分文不取。引得网友纷纷怀疑"这合同是真的还是假的?" 说到这海南华铁,原本主业是设备租赁,高空作业平台、叉 ...
36.9亿算力订单突遭终止,原实控人急转增持,海南华铁算力转型迷雾重重
Tai Mei Ti A P P· 2025-10-10 06:20
9月30日晚间,海南华铁(603300.SH)公告称,子公司华铁大黄蜂与杭州X公司签署的36.9亿元《算力 服务协议》正式终止。这份曾推动公司股价飙升近3倍的巨额订单,在签署后的7个月内始终处于"零交 付、零成本、零履行"的诡异状态。 同日,上交所就此事向公司及"董监高"火速下发监管函,明确就重大合同终止事项提出监管要求。 更令人意外的是,短短数日后,原实控人胡丹锋宣布终止原定最高套现4.85亿元的减持计划,转而承诺 在未来1个月内以3000万至5000万元增持股份。这一从"大幅减持"到"紧急增持"的极端转变,引发了对 这份神秘订单背后真相的深层质疑。 一纸协议,股价飙涨,谁在获益? 时间回溯到2025年3月,彼时,海南华铁高调宣布子公司与杭州X公司签署《算力服务协议》,合同金 额高达36.9亿元(含税),服务期为5年。这份协议在当时被视为海南华铁转型算力服务领域的重大突 破。 公司曾表示,该合同履行预计"有利于拓展公司算力服务业务的市场,提升公司的盈利能力及核心竞争 力"。按照当时预测,该合同执行后预计平均每年产生营业收入约7亿元。以海南华铁2024年全年营收 51.71亿元计算,该订单金额相当于公司全年营 ...
海南华铁36.9亿订单告吹收监管函 胡丹锋大手笔减持改增持维稳
Chang Jiang Shang Bao· 2025-10-10 01:25
高达36.9亿元的算力合同告吹,对海南华铁有何影响?公告称,不会影响公司在算力领域的长期部署和 战略规划。 海南华铁原本主营建筑支护设备等租赁服务,2024年5月开始推进转型算力领域计划。截至2025年6月 底,公司累计交付算力资产超14亿元。 备受关注的是,海南华铁总经理胡丹锋抛出了不超2.22%股权的减持计划。胡丹锋曾是海南华铁实际控 制人,2024年,其将公司控制权转让给海南国资委,套现约20亿元。 10月8日晚,海南华铁公告,胡丹锋终止上述减持计划,并拟斥资不超过5000万元增持。 算力大单告吹被指"讲故事" 36.9亿元算力大单化为泡影,留下重重疑点,海南华铁(603300)(603300.SH)需要给投资者一个交代。 2025年3月,海南华铁曾公告,与"杭州X公司"签订36.9亿元、为期5年的算力服务协议。这一重磅利好 曾引发股价连续涨停。 然而,国庆节前夕,海南华铁发布公告称,协议签订以来未收到任何采购订单,协议解除。 神秘的"杭州X公司"究竟是谁?36.9亿元的算力订单真实性有几成?海南华铁此举备受市场质疑,交易 所也火速下发监管函。 海南华铁曾经释放的重磅利好,半年后灰飞烟灭。 2025年3 ...
海南华铁跌停,上榜营业部合计净卖出1588.70万元
证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交4219.30万元,其中,买入成交额为 1315.30万元,卖出成交额为2904.00万元,合计净卖出1588.70万元。 具体来看,今日上榜营业部中,第一大买入营业部为中信证券股份有限公司北京紫竹院路证券营业部, 买入金额为360.68万元,第一大卖出营业部为平安证券股份有限公司深圳金田路证券营业部,卖出金额 为918.12万元。 海南华铁(603300)今日跌停,全天换手率1.00%,成交额1.74亿元。龙虎榜数据显示,营业部席位合计净 卖出1588.70万元。 上交所公开信息显示,当日该股因日跌幅偏离值达-11.34%上榜,营业部席位合计净卖出1588.70万元。 资金流向方面,今日该股主力资金净流出8295.23万元,其中,特大单净流出5329.74万元,大单资金净 流出2965.49万元。近5日主力资金净流出1.78亿元。 融资融券数据显示,该股最新(9月30日)两融余额为14.27亿元,其中,融资余额为14.24亿元,融券余 额为309.47万元。近5日融资余额合计减少8235.04万元,降幅为5.47%。融券余额合计减少56.96万元, 降 ...
每经热评丨海南华铁36.9亿元算力大单告吹:保密重要,信披更重要
Mei Ri Jing Ji Xin Wen· 2025-10-09 12:45
Core Viewpoint - The termination of a significant 3.69 billion yuan contract by Hainan Huatie raises concerns about the company's operational capabilities and transparency in information disclosure, which could impact investor confidence and market reputation [1][2][3] Group 1: Contract Termination - Hainan Huatie announced the termination of a 3.69 billion yuan (including tax) computing power order due to significant changes in market conditions since the contract was signed, and no purchase orders were received [1] - The company has not clarified whether the responsibility for the contract termination lies with them or the client, leading to uncertainty in the market [1][2] Group 2: Impact on Business and Reputation - The termination of the contract raises questions about the viability of Hainan Huatie's computing power business narrative, as the company previously emphasized its stable equipment delivery and operational capabilities [2] - The company's stock price surged from around 5 yuan to approximately 10 yuan following positive investor sentiment towards its computing power business, indicating a significant increase in investor interest and capital inflow [2][3] Group 3: Investor Relations and Employee Morale - Hainan Huatie has received considerable attention from institutional investors, with at least 53 research reports published this year, and multiple investor meetings held, highlighting the importance of maintaining investor trust [3] - The termination of the contract could negatively affect employee morale, especially if key personnel have not yet sold their shares after exercising stock options, potentially leading to financial losses [4]