Core Viewpoint - The contract worth 3.69 billion yuan for computing power services between Hainan Huatie's subsidiary and a company in Hangzhou has been terminated due to significant changes in market conditions since the agreement was signed [1][2]. Group 1: Contract Details - The computing power service contract was originally signed on March 4, with a service period of five years, expected to generate approximately 700 million yuan in annual revenue [1]. - The termination of the contract was prompted by the lack of any procurement orders and changes in the market environment affecting the transaction and equipment involved [1][2]. Group 2: Regulatory Response - Following the contract termination, the Shanghai Stock Exchange issued a regulatory letter to Hainan Huatie, outlining requirements regarding the termination of significant contracts [1]. Group 3: Financial Impact - The termination of the contract has not resulted in any actual procurement costs or capital expenditures for Hainan Huatie, nor has it affected the company's current operating results, financial status, or cash flow [2]. - The company stated that the termination of this routine business contract would not impact its normal production operations or long-term strategic planning in the computing power sector [2]. Group 4: Business Operations - Hainan Huatie primarily engages in equipment leasing, including aerial work platforms, forklifts, and heavy-duty drones, while also developing computing power leasing services [2].

Core Viewpoint - Hainan Huatie announced the termination of a significant contract with Company X for computing power services, originally valued at 3.69 billion yuan, due to changes in market conditions and lack of purchase orders [2][3]. Group 1: Contract Termination - The computing power service agreement was set for a duration of five years, starting from March 2025, but has now been terminated [2]. - Both parties have agreed that there are no further obligations or disputes related to the original agreement, and confidentiality obligations remain in place [2]. - The termination of this contract will not impact the company's ongoing operations or its strategic plans in the computing power sector [3]. Group 2: Company Overview - Hainan Huatie is a major state-owned investment platform in Hainan, controlled by Hainan Development Holding Co., Ltd., and was established in 2008 [4]. - The company provides a variety of equipment services, including aerial work platforms and computing power equipment, and is a leader in the steel support field for subway construction [4]. - For the first half of 2025, Hainan Huatie reported revenue of 2.805 billion yuan, an increase of 18.89% year-on-year, and a net profit of 341 million yuan, up 1.85% year-on-year [4]. Group 3: Market Response - As of September 30, Hainan Huatie's stock price was 9.68 yuan per share, with a total market capitalization of 19.326 billion yuan [5].

Core Viewpoint - Hainan Huatie announced the termination of a significant contract with Hangzhou X Company regarding a computing power service agreement, which was originally valued at 3.69 billion yuan, due to changes in market conditions and lack of purchase orders [1][2]. Group 1: Contract Termination - The computing power service agreement was set to last for five years, but the company has decided to terminate it as the market environment has changed significantly since the signing [1]. - No actual procurement costs or capital expenditures were incurred from the agreement, and there was no delivery or acceptance of equipment, meaning it did not impact the company's current operating results, financial status, or cash flow [1][2]. Group 2: Company Operations - The termination of the contract is classified as a routine business contract and will not affect the company's normal production and operations [2]. - The company will continue to advance its computing power business and actively seek partnerships to seize opportunities in the computing power sector [2]. Group 3: Company Profile and Financials - Hainan Huatie is a major state-owned investment operation platform in Hainan, established in 2008 and listed on the Shanghai Stock Exchange in 2015 [3]. - The company reported a revenue of 2.805 billion yuan for the first half of 2025, representing an 18.89% year-on-year increase, with a net profit of 341 million yuan, up 1.85% year-on-year [3]. - As of September 30, 2025, the company's stock price was 9.68 yuan per share, with a total market capitalization of 19.326 billion yuan [4].

Core Viewpoint - The recent termination of a significant 36.9 billion yuan (including tax) computing power service agreement by Hainan Huatie has raised concerns among investors and prompted regulatory scrutiny [2][5]. Group 1: Contract Termination - Hainan Huatie announced the cancellation of a five-year computing power service agreement with Hangzhou X Company due to market changes and lack of purchase orders [2][8]. - The contract was substantial, accounting for approximately 71% of Hainan Huatie's revenue for 2024, which was 51.71 billion yuan [8][10]. - The company stated that the contract had not been executed, resulting in no actual procurement costs or capital expenditures incurred, and it would not impact the company's financial performance or cash flow [10]. Group 2: Market Reaction - Following the announcement, there was significant backlash from investors, leading to a flurry of discussions and criticisms in the investor community [4]. - The Shanghai Stock Exchange issued a regulatory letter to Hainan Huatie regarding the termination of the major contract, outlining specific compliance requirements for the company and its executives [5]. Group 3: Company Performance - In the first half of 2025, Hainan Huatie reported a revenue of 28.05 billion yuan, reflecting an 18.89% year-on-year increase, while the net profit attributable to shareholders decreased by 3.78% to 3.86 billion yuan [11]. - The company has been expanding its business into computing power services, having established a smart technology division and delivered computing power assets worth over 14 billion yuan by the end of the reporting period [10].

鉴于原协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化，且协议签订以来未收到任 何采购订单，华铁大黄蜂于近日向X公司出具《关于解除的函》，后续X公司无需向华铁大黄蜂支付原 协议所载价款，华铁大黄蜂亦无需向X公司提供原协议所载算力服务，除双方仍需对原协议及其内容、 履行及解除负有保密义务外，双方就原协议及其履行或解除不存在其他待解决事项或争议、纠纷。截止 公告披露日，原协议尚未履行且与X公司无其他正在履行的算力协议，本次未产生实际的采购成本或资 本性支出，亦未进行设备交付及验收环节，未对公司的当期经营成果、财务状况及现金流量产生任何实 质性影响。 格隆汇9月30日丨海南华铁(603300.SH)公布，公司全资子公司海南华铁大黄蜂建筑机械设备有限公司 （简称"华铁大黄蜂"）于2025年3月与杭州X公司（简称"X公司"）签署了《算力服务协议》（简称"原 协议"），约定华铁大黄蜂向X公司提供算力服务，算力服务期为5年，合同预计总金额为36.9亿元（含 税）。基于原协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化，且协议签订以来未 收到任何采购订单，公司近日向X公司出具《关于解除的函》。 ...

海南华铁（603300）(603300.SH)发布公告，公司全资子公司海南华铁大黄蜂建筑机械设备有限公司(简 称"华铁大黄蜂")于2025年3月与杭州X公司(简称"X公司")签署了《算力服务协议》(简称"原协议")，约 定华铁大黄蜂向X公司提供算力服务，算力服务期为5年，合同预计总金额为36.9亿元(含税)。基于原协 议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化，且协议签订以来未收到任何采购订 单，公司近日向X公司出具《关于解除 <算力服务协议> 的函》。 ...

智通财经APP讯，海南华铁(603300.SH)发布公告，公司全资子公司海南华铁大黄蜂建筑机械设备有限 公司(简称"华铁大黄蜂")于2025年3月与杭州X公司(简称"X公司")签署了《算力服务协议》(简称"原协 议")，约定华铁大黄蜂向X公司提供算力服务，算力服务期为5年，合同预计总金额为36.9亿元(含税)。 基于原协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化，且协议签订以来未收到任 何采购订单，公司近日向X公司出具《关于解除<算力服务协议>的函》。 ...

上交所向海南华铁下发监管工作函，就公司重大合同终止相关事项明确监管要求。 ...

● 截至本公告日，持股 5%以上股东胡丹锋先生持有浙江海控南科华铁数智 科技股份有限公司（以下简称"公司"）股份 176,918,028 股，占公司当前总股本 的 8.86%。 ● 本次解除质押后，股东胡丹锋先生持有公司股份累计质押 0 股，占其持股 数量比例为 0.00%。 证券代码：603300 证券简称：海南华铁 公告编号：临 2025-077 浙江海控南科华铁数智科技股份有限公司 关于持股 5%以上股东全部股份解除质押的公告 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： 特此公告。 浙江海控南科华铁数智科技股份有限公司董事会 2025 年 10 月 1 日 公司于 2025 年 9 月 30 日接到持股 5%以上股东胡丹锋先生的通知，获悉其 所持有本公司的全部股份被解除质押，具体事项如下： | 股东名称 | 胡丹锋 | | | --- | --- | --- | | 本次解除质押股份 | 176,918,028 | 股 | | 占其所持股份比例 | 100% | | | 占公司总股本比例 | 8.86 ...

证券代码：603300 证券简称：海南华铁 公告编号：临 2025-078 浙江海控南科华铁数智科技股份有限公司 关于子公司终止《算力服务协议》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： 浙江海控南科华铁数智科技股份有限公司（以下简称"公司"）全 资子公司海南华铁大黄蜂建筑机械设备有限公司（以下简称"华铁大黄蜂"） 于 2025 年 3 月与杭州 X 公司（以下简称"X 公司"）签署了《算力服务协 议》（以下简称"原协议"），约定华铁大黄蜂向 X 公司提供算力服务， 算力服务期为 5 年，合同预计总金额为 36.9 亿元（含税）。基于原协议所 涉交易及设备的市场环境及供需情况已较签署时发生较大变化，且协议签订 以来未收到任何采购订单，公司近日向 X 公司出具《关于解除<算力服务协 议>的函》。 一、情况概述 鉴于原协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变 化，且协议签订以来未收到任何采购订单，华铁大黄蜂于近日向 X 公司出具《关 于解除<算力服务协议>的函》，后续 X 公司无需向华 ...