Company Overview - ChaoXun Intelligent Computing (Beijing) Technology Co., Ltd. was recently established with a registered capital of 20 million RMB [2][3] - The legal representative of the company is Chen Xiaodong [2][3] - The company operates in the technology promotion and application service industry, focusing on data processing, cloud computing equipment technology services, and retail of computer software and hardware [2][3] Shareholder Information - The company is jointly held by ChaoXun Communication (51% stake), Xiangshuo (Sichuan) Technology Co., Ltd. (25% stake), and Beijing Dike Yunjin Technology Co., Ltd. (24% stake) [2][3] Business Scope - The business scope includes data processing and storage support services, cloud computing equipment technology services, software development, and information technology consulting services [2][3]

Core Insights - A new company named ChaoXun Intelligent Computing (Beijing) Technology Co., Ltd. has been established with a registered capital of 20 million RMB [1] - The legal representative of the company is Chen Xiaodong [1] - The company's business scope includes data processing and storage support services, cloud computing equipment technology services, and retail of computer software, hardware, and auxiliary equipment [1] - The shareholders of the company include ChaoXun Communication, Xiangshuo (Sichuan) Technology Co., Ltd., and Beijing Dike Yunjin Technology Co., Ltd. [1]

Core Insights - The communication services sector experienced a rise of 0.57% on September 22, with significant contributions from both online and offline segments [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Notable gainers in the communication services sector included: - Online and Offline: Closed at 80.00, up 11.00% with a trading volume of 165,600 shares and a transaction value of 1.283 billion [1] - ChaoXun Communication: Closed at 46.35, up 9.99% with a trading volume of 254,600 shares and a transaction value of 1.170 billion [1] - GuangHuan New Network: Closed at 15.66, up 8.00% with a trading volume of 1,464,100 shares and a transaction value of 2.242 billion [1] Capital Flow - The communication services sector saw a net inflow of 735 million from institutional investors, while retail investors experienced a net outflow of 202 million [2] - The capital flow for key stocks included: - GuangHuan New Network: Net inflow of 212 million, with a 9.46% share of institutional investment [3] - ChaoXun Communication: Net inflow of 211 million, with an 18.02% share of institutional investment [3] - Data Port: Net inflow of 129 million, with a 5.13% share of institutional investment [3]

Core Insights - A new company, ChaoXun Intelligent Computing (Beijing) Technology Co., Ltd., has been established with a registered capital of 20 million yuan [1] - The company's business scope includes data processing and storage support services, cloud computing equipment technology services, and computer system services [1] - ChaoXun Intelligent Computing is jointly held by ChaoXun Communication (603322) and other stakeholders [1]

Group 1 - Chip stocks continue to strengthen, with a focus on edge computing, as companies like Chip Origin approach a 20% limit up, reaching a historical high [1] - Previous gains were seen in companies such as Supercom (603322) hitting the limit up, and others like Runxin Technology (300493), Zhongke Lanyun, and Oat Technology rising over 10% [1] - The report from The Information indicates that OpenAI has reached an agreement with Luxshare to jointly produce future consumer-grade OpenAI devices, aiming to create the next generation of AI interfaces beyond smartphones [1]

超讯通信股份有限公司 2025 年第四次临时股东会 会议资料 会议须知 根据《上市公司股东会规则》和《公司章程》的有关规定，为确保公司股东 会的顺利召开，特制定本须知，请出席股东会的全体人员遵照执行。 一、股东参加股东会，应当认真履行其法定义务，不得侵犯其他股东权益。 二、股东会期间，全体出席人员应以维护股东的合法利益、确保会议正常秩 序和议事效率为原则，认真履行法定职责。 三、出席会议的股东依法享有发言权、咨询权、表决权等各项权利，但需由 公司统一安排发言和解答。 四、任何人不得扰乱股东会的正常秩序和会议程序，会议期间请关闭手机或 将其调至振动状态。 超讯通信股份有限公司 2025 年第四次临时股东会 会议议程 一、现场会议召开时间： 2025 年 9 月 24 日，14 点 30 分 二、现场会议召开地点： | （二）审议议案 | | --- | | 序号 | 议案名称 | 投票股东类型 | | --- | --- | --- | | | | A 股股东 | | 非累积投票议案 | | | | 1 | 《取消公司监事会并修订<公司章程>的议案》 | √ | | 2.00 | 《关于修订公司部分治理制度的议 ...

Market Overview - On September 18, the communication services sector declined by 2.16%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 12.15, up 6.39% [1] - Zhongbei Communication (603220) at 24.79, up 5.80% [1] - ST Xintong (600289) at 6.57, up 4.95% [1] - Major decliners included: - Online and Offline (300959) at 73.50, down 10.37% [2] - Erli San (002467) at 6.88, down 4.58% [2] - Fengzhushou (301382) at 36.97, down 3.47% [2] Capital Flow - The communication services sector experienced a net outflow of 2.507 billion yuan from institutional investors, while retail investors saw a net inflow of 2.243 billion yuan [2] - The table of capital flow indicates that: - Zhongbei Communication had a net inflow of 2.29 million yuan from institutional investors [3] - Super Communication (603322) saw a net inflow of 29.216 million yuan from retail investors [3] - Dream Network Technology (002123) had a net inflow of 16.368 million yuan from institutional investors [3]

Core Viewpoint - The domestic large model industry is experiencing rapid growth, particularly in the areas of AIGC (Generative Artificial Intelligence), multimodal models, and vertical industry models, leading to a significant increase in demand for computing infrastructure [1] Group 1: Industry Growth - The demand for computing infrastructure is significantly increasing due to the accelerated application of AIGC, multimodal models, and vertical industry models [1] - The company has launched the Yuanxing training and inference integrated machine, built on the Muxi GPU, to cater to full-stack application scenarios for large models like DeepSeek-R1/V3 [1] Group 2: Product Offering - The Yuanxing machine provides a one-stop delivery capability from underlying computing power to model deployment, meeting the needs of various industries such as government, enterprise, scientific research, finance, and manufacturing [1] - The company has completed a small number of delivery applications of the Yuanxing training and inference integrated machine in several customer scenarios, accumulating industry practical experience [1] Group 3: Future Outlook - As various vertical application scenarios mature, the delivery scale and market demand for such products are expected to continue to grow in the future [1]

格隆汇9月17日丨超讯通信(603322.SH)在投资者互动平台表示，当前，国内大模型产业正处于快速成长 阶段，特别是在AIGC（生成式人工智能）、多模态模型及垂直行业模型的落地应用持续加速，对算力 基础设施的需求显著增长。在此背景下，公司推出的元醒训练推理一体机，基于沐曦GPU构建，面向 DeepSeek-R1/V3等大模型的全栈式应用场景，可为客户提供从底层算力到模型部署的一站式交付能 力，满足政企、科研、金融、制造等多行业需求。公司目前已在若干客户场景中完成了少量元醒训练推 理一体机的交付应用，正在积累行业实践经验。随着各类垂直场景应用逐步成熟，预计未来该类产品的 交付规模和市场需求有望持续增长。 ...

9月10日，超讯通信（维权）盘中上涨2.27%，截至09:44，报39.20元/股，成交2679.67万元，换手率 0.44%，总市值61.77亿元。 资金流向方面，主力资金净流入162.22万元，大单买入379.53万元，占比14.16%，卖出217.31万元，占 比8.11%。 超讯通信今年以来股价涨3.16%，近5个交易日跌2.02%，近20日涨5.75%，近60日涨0.49%。 今年以来超讯通信已经4次登上龙虎榜，最近一次登上龙虎榜为6月17日，当日龙虎榜净买入-303.30万 元；买入总计8229.28万元 ，占总成交额比6.63%；卖出总计8532.59万元 ，占总成交额比6.88%。 分红方面，超讯通信A股上市后累计派现3033.00万元。近三年，累计派现0.00元。 资料显示，超讯通信股份有限公司位于广东省广州市黄埔区科学大道48号绿地中央广场E栋28楼，成立 日期1998年8月28日，上市日期2016年7月28日，公司主营业务涉及通信网络建设、通信网络维护和通信 网络优化。主营业务收入构成为：智算业务79.16%，通信技术服务业务16.08%，ICT业务4.44%，其他 (补充)0.32%。 ...