证券代码：603300 证券简称：海南华铁 公告编号：临 2025-065 浙江海控南科华铁数智科技股份有限公司 对外担保进展公告 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： 被担保人名称：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"）、浙江海控南科华铁数智科技股份有限公司（以下简称"海南华 铁"或"公司"） 担保人名称：海南华铁、浙江大黄蜂建筑机械设备有限公司（以下简称 "浙江大黄蜂"） 一、担保情况概述 公司于 2025 年 4 月 30 日召开 2025 年第二次临时股东大会，审议通过了《关 于 2025 年度担保额度预计的议案》，2025 年度公司拟新增对子公司提供总计 不超过人民币 745,000 万元的担保额度，子公司拟对公司新增提供总计不超过 人民币 255,000 万元的担保额度。具体内容详见公司在上海证券交易所网站 （www.sse.com.cn）披露的《浙江海控南科华铁数智科技股份有限公司关于 2025 年度担保额度预计的公告》（公告编号：临 2025-023）及《浙江海 ...

Core Viewpoint - The company entered the aerial work platform rental market in 2019, establishing the "Wasp" brand, covering over 600 cities, achieving near nationwide coverage, and ranking among the industry leaders [1] - The company is expanding its equipment rental platform into multiple categories, including heavy-duty drones, forklifts, and RVs, with rapid asset scale growth [1] - In May 2024, the company announced an investment to build an intelligent computing center, entering the computing power rental market, with a total of signed computing service contracts reaching 6.67 billion yuan, potentially creating a new growth curve [1] Summary by Sections Equipment Rental Platform - The company has developed a mature online and offline model for its equipment rental platform, entering the aerial work platform rental market in 2019 and establishing 370 offline outlets by the end of 2024, including 25 light-asset operation outlets [2] - The "Wasp" brand has achieved coverage in over 600 cities, with a total management scale of 168,000 units by the end of 2024, representing a 38.8% year-on-year growth and a market share of 25.1%, indicating a leading market position [2] - The company is expanding into multiple categories such as forklifts, drones, and consumer RVs, leveraging its core customer base through channels and service outlets [2] Financing and Cost Advantages - In 2024, Hainan State-owned Assets Control acquired a 14.0% stake for 2 billion yuan, enabling the company to transition from a private to a state-owned enterprise [3] - Since the state-owned investment, the company has established a regional headquarters in Hainan and collaborated with local enterprises to build computing power facilities, with total investments exceeding 10 billion yuan [3] - The company has seen a significant reduction in financing costs, with bond issuance rates of 2.9% and 2.66%, enhancing its competitive edge in financing [3] - The company is exploring diverse financing methods, expanding through financing leasing and light-asset models to alleviate cash flow pressure, and plans to list on the Singapore Stock Exchange [3] - In July, the company issued "Wasp Brother" NFTs and initiated a collaboration with Shanghai Data Exchange for equipment rental RDA, exploring the integration of blockchain technology with equipment rental [3] New Growth Curve in Computing Power - The company announced an investment of 1 billion yuan in May 2024 to build an intelligent computing center, primarily providing computing power services to internet companies [3] - By the end of Q1 2025, the company had signed computing service contracts totaling 6.67 billion yuan, with 4.2 billion yuan added in a single quarter, and nearly 900 million yuan in computing asset delivery [3]

Summary of Hainan Huatie Conference Call Industry Overview - The demand for AI-driven computing power leasing is surging, but domestic marginal growth is slowing down. The overseas market is experiencing rapid growth due to the implementation of O3 models and A-type products, indicating a potential new expansion cycle in the domestic market in the second half of the year [2][4] - The supply of computing power remains tight domestically, with high demand for cost-effective computing resources. Companies with strong cluster networking capabilities will have a competitive advantage [2][4] - The approval of IDC energy consumption has shifted to central authorities, leading to a contraction in supply, while the investment attraction efforts in core regions have intensified [2][4] Company Insights: Hainan Huatie - Hainan Huatie can leverage the advantages of the Hainan Free Trade Port policy to provide cost-effective computing resources and focus on emerging application scenarios such as multimodal video generation, capitalizing on government investment attraction opportunities [2][5] - The company has successfully expanded into the computing power leasing sector, achieving significant revenue with projected income of 500-600 million yuan in 2024 and signing contracts worth 6-7 billion yuan in asset scale [3][10] - The chairman's focus on cutting-edge technology and adaptability has been crucial for the company's successful entry into the computing power sector, with early positioning in the market [11] Market Dynamics - The scarcity of computing resources in the Beijing-Tianjin-Hebei region and first-tier cities is becoming more pronounced, supporting local prices due to reduced supply [7][8] - The demand for high-end cards is expected to increase due to the expansion in fields like multimodal text-to-video generation, benefiting companies with advanced card and cluster networking capabilities [8] - The overall computing power leasing industry is anticipated to see a new round of expansion driven by total volume growth and the increasing demand for high-end computing resources [8] Financial Performance - Hainan Huatie's high-altitude operation platform business has shown excellent performance, with the computing power leasing business generating considerable income [3][10] - The company is expected to contribute 600-700 million yuan in profits this year, with a target of forming around 10 billion yuan in patent assets by 2027, potentially generating 3-4 billion yuan in income [10] Strategic Opportunities - The company should focus on new application scenarios and maintain awareness of policy changes and regional development dynamics to optimize resource allocation and seize opportunities for future expansion [5][6] - The listing in Singapore is expected to facilitate easier access to local funding, lower asset prices, and enhance the company's overall competitive strength [12][13]

Core Viewpoint - Hainan Huatie's stock price closed at 10.76 yuan on August 20, 2025, reflecting a decline of 0.74% from the previous trading day, indicating a bearish trend in the market [1] Company Summary - Hainan Huatie operates in the specialized equipment manufacturing industry, focusing on rail transit equipment manufacturing [1] - The company is part of the Zhejiang sector and Hainan Free Trade Zone concept stocks, with business operations spanning the Yangtze River Delta and Hainan regions [1] Market Performance - The trading volume on the day was 1.2124 million shares, with a transaction value of 1.299 billion yuan, resulting in a turnover rate of 6.09% [1] - The stock price fluctuated between 10.60 yuan and 10.82 yuan during the trading session, with a volatility of 2.03% [1] - The 5-day moving average is 0.65% lower than the 10-day moving average, indicating a significant death cross among the stocks [1] Capital Flow - On that day, the net outflow of main funds was 193 million yuan, with a cumulative net outflow of 820 million yuan over the past five trading days [1]

Market Overview - The Shanghai Composite Index closed at 3725.22 points with a slight decline of -0.06% [1] - The total trading volume of A-shares reached 1535.035 billion yuan [1] Technical Analysis - A total of 27 A-shares experienced a crossover where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Dongshan Precision: 5-day MA at 53.17 yuan, 10-day MA at 54.22 yuan, with a difference of -1.93% [1] - Hainan Huate: 5-day MA at 10.78 yuan, 10-day MA at 10.86 yuan, with a difference of -0.76% [1] - Guanhao Biotech: 5-day MA at 17.53 yuan, 10-day MA at 17.66 yuan, with a difference of -0.71% [1] Individual Stock Performance - Dongshan Precision (002384) saw a decline of -1.90% with a trading turnover rate of 3.43% [1] - Hainan Huate (603300) decreased by -1.85% with a turnover rate of 3.74% [1] - Guanhao Biotech (300238) dropped by -4.09% with a turnover rate of 4.99% [1] - Other notable declines include: - Huabao (300741): -1.01% [1] - Xiangyi Rongtong (600830): -2.63% [1] - Pruis (301257): -2.62% [1] Additional Stock Data - The table includes various stocks with their respective 5-day and 10-day moving averages, latest prices, and percentage differences from the 10-day moving average [1][2] - For instance, Shanghai Lingang (600848) showed a minor decline of -0.43% with a 5-day MA of 9.19 yuan and a 10-day MA of 9.20 yuan [2] - The stock performance indicates a general trend of downward movement among several companies in the market [1][2]

Group 1 - The latest stock price of Hainan Huatie is 10.80 yuan, reflecting a 1.50% increase from the previous trading day [1] - The stock reached a high of 10.91 yuan and a low of 10.57 yuan during the trading session, with a total trading volume of 1.923 billion yuan [1] - Hainan Huatie is involved in the specialized equipment sector and is also associated with concepts related to Zhejiang and Hainan Free Trade [1] Group 2 - Hainan Huatie has recently participated in the establishment of Zhejiang Huajie Digital Technology Co., Ltd., with a registered capital of 10 million yuan [1] - The new company's business scope includes sales of cloud computing equipment and big data services [1] Group 3 - On the funding flow side, Hainan Huatie experienced a net outflow of 164 million yuan from main funds on the same day, with a cumulative net outflow of 536 million yuan over the past five trading days [1]

Core Viewpoint - Zhejiang Huajie Digital Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on various technology and data services [1] Company Summary - The legal representative of Zhejiang Huajie Digital Technology Co., Ltd. is Shen Yuping [1] - The company's business scope includes information system integration services, internet data services, data processing services, big data services, cloud computing equipment sales, and software development [1] - The company is jointly held by Hainan Huatie's subsidiary, Hainan Huaxian Digital Technology Co., Ltd., among others [1]

Group 1 - Hainan Huatie received a financing purchase amount of 309 million yuan, ranking 61st in the two markets on August 15 [1] - The financing repayment amount on the same day was 462 million yuan, resulting in a net sell of 15.31686 million yuan [1] - Over the last three trading days (August 13-15), Hainan Huatie had financing purchases of 316 million yuan, 246 million yuan, and 309 million yuan respectively [1] Group 2 - On August 15, the company had a securities lending sell of 8000 shares, with a net sell of 6000 shares [1]

Group 1 - Hainan Huatie's stock price is reported at 10.64 yuan, down 0.32 yuan or 2.92% from the previous trading day [1] - The trading volume for the day was 2.2967 million hands, with a transaction amount of 2.425 billion yuan [1] - Hainan Huatie operates in the specialized equipment manufacturing industry, focusing on construction machinery equipment leasing and related services [1] Group 2 - The company has established a new machinery equipment leasing company in Xinjiang under its subsidiary, Zhejiang Dahuangfeng Construction Machinery Equipment Co., Ltd., with a registered capital of 10 million yuan [1] - Shareholder Hu Danfeng plans to reduce his holdings by no more than 2.22% of the company's shares between September 8 and December 7, 2025, due to personal funding needs [1] - On August 15, the net outflow of main funds was 283 million yuan, accounting for 1.34% of the circulating market value, with a cumulative net outflow of 456 million yuan over the past five trading days, representing 2.15% of the circulating market value [1]

Group 1 - A new company, Xinjiang Harley Bumblebee Machinery Equipment Rental Co., Ltd., has been established with a registered capital of 10 million yuan [1] - The legal representative of the new company is Yu Mingxu, and its business scope includes machinery equipment rental, construction machinery and equipment rental, special equipment leasing, special equipment sales, and project management services [1] - The company is wholly owned by Zhejiang Bumblebee Construction Machinery Equipment Co., Ltd., which is a subsidiary of Hainan Huatie [1]