Core Viewpoint - Data Port's stock price has shown significant volatility, with a year-to-date increase of 78.99% but a recent decline of 7.89% over the last five trading days [1] Group 1: Stock Performance - As of October 15, Data Port's stock price was 33.72 CNY per share, with a market capitalization of 24.22 billion CNY [1] - The stock has experienced a trading volume of 709 million CNY, with a turnover rate of 2.97% [1] - Year-to-date, the stock has risen by 78.99%, while it has decreased by 7.89% in the last five trading days [1] Group 2: Financial Performance - For the first half of 2025, Data Port reported a revenue of 811 million CNY, representing a year-on-year growth of 4.13% [2] - The net profit attributable to shareholders for the same period was approximately 84.96 million CNY, reflecting a year-on-year increase of 20.37% [2] Group 3: Shareholder Information - As of June 30, 2025, Data Port had 115,100 shareholders, a decrease of 22.19% from the previous period [2] - The average number of circulating shares per shareholder increased by 54.23% to 6,239 shares [2] - The company has distributed a total of 187 million CNY in dividends since its A-share listing, with 91.88 million CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which held 7.04 million shares, a decrease of 253,300 shares from the previous period [3] - Southern CSI 1000 ETF increased its holdings by 130,240 shares to 3.98 million shares, while other ETFs also saw increases in their holdings [3]

Core Viewpoint - DataPort's stock has experienced a significant decline, with a 5.33% drop on October 13, leading to a total market value of 23.721 billion yuan and a cumulative drop of 13.56% over six consecutive days [1] Group 1: Company Overview - DataPort, established on November 18, 2009, and listed on February 8, 2017, is located in Shanghai and primarily engages in data center server hosting and network bandwidth services [1] - The company's revenue composition is heavily weighted towards IDC services, accounting for 99.31%, while IDC solutions contribute only 0.69% [1] Group 2: Shareholder Insights - Among DataPort's top ten circulating shareholders, the Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.3024 million shares in the second quarter, now holding 3.9841 million shares, which represents 0.55% of the circulating shares [2] - The ETF has incurred a floating loss of approximately 7.4104 million yuan today, with a total floating loss of 21.7929 million yuan during the six-day decline [2] Group 3: Fund Performance - The Southern CSI 1000 ETF (512100) is managed by Cui Lei, who has been in the position for 6 years and 342 days, overseeing a total fund size of 94.976 billion yuan [3] - During Cui Lei's tenure, the fund has achieved a best return of 177.68% and a worst return of -15.93% [3]

Investment Rating - The report suggests to continue focusing on investment opportunities within the communication industry [2] Core Insights - The communication industry showed steady revenue growth and accelerated profitability in H1 2025, with total revenue reaching 1785.003 billion yuan, a year-on-year increase of 10.07%, and net profit attributable to shareholders at 160.432 billion yuan, up 11.26% year-on-year [4][7] - The AI computing industry chain is expected to continue accelerating its development in 2025, benefiting the communication industry [17][19] Summary by Sections H1 2025 Performance Overview - The communication industry achieved a total revenue of 1785.003 billion yuan in H1 2025, with a year-on-year growth of 10.07%, and a net profit of 160.432 billion yuan, reflecting an 11.26% increase [4][7] Segment Performance Changes - In H1 2025, the optical module and device segment reported revenue of 47.988 billion yuan, a year-on-year increase of 64.88%, and net profit of 10.876 billion yuan, up 111.99% [25] - The communication PCB segment achieved revenue of 57.249 billion yuan, a year-on-year increase of 37.66%, and net profit of 8.058 billion yuan, up 80.79% [31] - The network equipment segment generated revenue of 507.111 billion yuan, a year-on-year increase of 28.86%, with net profit of 19.184 billion yuan, up 19.57% [37] AI Industry Chain Investment - Major overseas cloud companies are expected to maintain optimistic growth in capital expenditures, with a total of 95 billion USD in Q2 2025, reflecting an 82.96% year-on-year increase [17] - Companies like Oracle and Nvidia are showing strong growth prospects in their AI-related businesses, with Oracle's unfulfilled revenue reaching 455 billion USD, a year-on-year increase of 359% [22][19]

Group 1 - The core point of the news is that DataPort's stock has experienced a significant decline, dropping 5.02% on October 10, with a total market value of 24.899 billion yuan and a cumulative drop of 9.57% over the past five days [1] - DataPort, established on November 18, 2009, and listed on February 8, 2017, primarily engages in data center server hosting services and network bandwidth services, with 99.31% of its revenue coming from IDC services [1] - The trading volume on October 10 was 1.589 billion yuan, with a turnover rate of 6.29% [1] Group 2 - From the perspective of major shareholders, GF Fund's Guangfa CSI 1000 ETF increased its holdings by 660,800 shares in the second quarter, now holding 1.8888 million shares, which is 0.26% of the circulating shares [2] - The ETF has incurred a floating loss of approximately 3.4566 million yuan today and a total floating loss of 7.291 million yuan during the five-day decline [2] - The Guangfa CSI 1000 ETF, established on July 28, 2022, has a current scale of 30.718 billion yuan, with a year-to-date return of 29.68% and a one-year return of 34.87% [2]

Core Viewpoint - DataPort's stock price has experienced significant fluctuations, with a year-to-date increase of 94.28% but a recent decline in the last five trading days by 7.34% [1] Financial Performance - For the first half of 2025, DataPort achieved a revenue of 811 million yuan, representing a year-on-year growth of 4.13%, and a net profit attributable to shareholders of 84.96 million yuan, up 20.37% year-on-year [2] - Cumulatively, DataPort has distributed 187 million yuan in dividends since its A-share listing, with 91.88 million yuan distributed over the last three years [3] Stock Market Activity - As of September 30, DataPort's stock price was 36.60 yuan per share, with a trading volume of 1.499 billion yuan and a turnover rate of 5.62%, resulting in a total market capitalization of 26.293 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 4, where it recorded a net buy of -157 million yuan [1] Shareholder Structure - As of June 30, 2025, DataPort had 115,100 shareholders, a decrease of 22.19% from the previous period, with an average of 6,239 circulating shares per shareholder, an increase of 54.23% [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited as the third-largest shareholder, holding 7.0416 million shares, a decrease of 253,300 shares from the previous period [3]

证券代码：603881 证券简称：数据港 公告编号：2025-038 号 上海数据港股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 公司已于 2025 年 8 月 15 日发布公司 2025 年半年度报告，为便于广大投资 者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 10 月 15 日(星期三)上午 11:00-12:00 举行 2025 年半年度业绩说明会，就投 资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 — 1 — 会议召开时间：2025 年 10 月 15 日(星期三)上午 11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow. ...

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： 截至本公告披露日，上海数据港股份有限公司（以下简称"公司"或"本公 司"）股东宁波锐鑫创业投资合伙企业（有限合伙）（以下简称"宁波锐鑫"） 持有公司股份 92,445,442 股，占公司总股本的 12.87%；本次解除质押股份 2,660,000 股，占其所持有公司股份总数的 2.88%，占公司总股本的 0.37%。 本次解除质押后，宁波锐鑫所持本公司股份不存在质押情况。 — 1 — 证券代码：603881 证券简称：数据港 公告编号：2025-037 号 截至目前，公司尚未收到宁波锐鑫后续股份质押意向。公司将持续关注股东 所持有公司股份的质押、解除质押情况，严格遵守相关规定。敬请投资者注意投 资风险。 上海数据港股份有限公司 关于股东股份解除质押的公告 一、本次股份解除质押基本情况 2025 年 9 月 26 日，公司收到股东宁波锐鑫关于质押股份解除质押登记的书 面通知，具体情况如下： | 股东名称 | 宁波锐鑫 | | --- | --- | | 本次解除质押 ...

Group 1 - DataPort's stock price has declined for three consecutive days, with a total drop of 7.43% during this period, currently trading at 37.35 CNY per share [1] - The company, Shanghai DataPort Co., Ltd., primarily engages in data center server hosting services and network bandwidth services, with 99.31% of its revenue coming from IDC services [1] - The total market capitalization of DataPort is 26.831 billion CNY, with a trading volume of 2.516 billion CNY and a turnover rate of 9.34% [1] Group 2 - According to data, GF Fund's Guangfa CSI 1000 ETF (560010) is among the top ten circulating shareholders of DataPort, having increased its holdings by 660,800 shares in the second quarter [2] - The ETF currently holds 1.8888 million shares, representing 0.26% of the circulating shares, with an estimated floating loss of approximately 1.6055 million CNY today and a total floating loss of 5.6665 million CNY over the three-day decline [2] - Guangfa CSI 1000 ETF has a total scale of 30.718 billion CNY, with a year-to-date return of 25.44% and a one-year return of 53.3% [2] Group 3 - The fund manager of Guangfa CSI 1000 ETF is Luo Guoqing, who has been in the position for 9 years and 355 days, managing assets totaling 67.565 billion CNY [3] - During his tenure, the best fund return achieved was 80.65%, while the worst return was -48.08% [3]

Core Viewpoint - Data Port's stock price increased by 5.3% to 41.31 CNY per share, with a trading volume of 1.345 billion CNY and a turnover rate of 4.73%, resulting in a total market capitalization of 29.676 billion CNY [1] Company Overview - Shanghai Data Port Co., Ltd. is located at 1601, No. 14, Jiangchang Road, Jing'an District, Shanghai, established on November 18, 2009, and listed on February 8, 2017 [1] - The company's main business involves data center server hosting services and network bandwidth services, with revenue composition: IDC services 99.31%, IDC solutions 0.69% [1] Shareholder Information - Among the top ten circulating shareholders of Data Port, a fund under Huatai PineBridge Fund ranks first, with the China Securities Shanghai State-Owned Enterprise ETF (510810) increasing its holdings by 1.5075 million shares in Q2, totaling 3.3675 million shares, representing 0.47% of circulating shares [2] - The China Securities Shanghai State-Owned Enterprise ETF (510810) was established on July 28, 2016, with a latest scale of 7.942 billion CNY, year-to-date return of 9.41%, and a one-year return of 34.72% [2] - The fund manager, Wu Zhenxiang, has a cumulative tenure of 15 years and 237 days, with total fund assets of 18.478 billion CNY, achieving a best fund return of 189.86% and a worst fund return of -31.53% during his tenure [2]

Core Viewpoint - Data Port's stock price has shown significant growth this year, with a year-to-date increase of 112.75% and a recent surge of 20.25% over the past 20 days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Data Port reported a revenue of 8.11 billion yuan, reflecting a year-on-year growth of 4.13%. The net profit attributable to shareholders was 849.59 million yuan, marking a 20.37% increase compared to the previous year [2]. - Since its A-share listing, Data Port has distributed a total of 1.87 billion yuan in dividends, with 91.88 million yuan distributed over the last three years [3]. Stock Market Activity - On September 26, Data Port's stock rose by 2.17%, reaching 40.08 yuan per share, with a trading volume of 9.72 billion yuan and a turnover rate of 3.45%. The total market capitalization stood at 28.793 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent occurrence on September 4, where it recorded a net buy of -157 million yuan [1]. Shareholder Structure - As of June 30, 2025, Data Port had 115,100 shareholders, a decrease of 22.19% from the previous period. The average number of circulating shares per shareholder increased by 54.23% to 6,239 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 7.0416 million shares, a decrease of 253,300 shares from the previous period [3].