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%。 ...

Group 1 - The company will hold its fourth extraordinary general meeting of shareholders on September 24, 2025, at 14:30 in Guangzhou [1][3] - The meeting will utilize a combination of on-site and online voting methods, with online voting available through the Shanghai Stock Exchange system [1][2] - Shareholders must register to attend the meeting, with specific registration requirements outlined for both corporate and individual shareholders [10][12] Group 2 - The board of directors has approved the cancellation of the supervisory board and the revision of the company's articles of association to enhance governance in accordance with the latest legal requirements [19][27] - The board meeting held on September 8, 2025, resulted in unanimous approval of the resolution to cancel the supervisory board, with all seven attending directors voting in favor [21][27] - The company plans to assign the supervisory responsibilities to the audit committee of the board [19][27]

Core Viewpoint - The company, ChaoXun Communication, announced that it will hold its fourth extraordinary general meeting of shareholders on September 24, 2025, to discuss several key proposals, including the cancellation of the supervisory board and amendments to the company's articles of association [1] Group 1 - The extraordinary general meeting will review multiple proposals, including the cancellation of the supervisory board [1] - The meeting will also address amendments to certain governance systems of the company [1]