Group 1 - The core viewpoint of the report emphasizes the transition of computing power demand towards inference, marking a golden period for AIDC retail services in Beijing [6][9] - The AIDC market in China is experiencing rapid growth, with a projected market size of 135.6 billion yuan in 2025, expected to rise to 288.6 billion yuan by 2028, driven by the proliferation of AI inference demand, model upgrades, and supportive policies [17][21] - Retail models in AIDC are more profitable than wholesale models, with retail vendors expected to achieve a net profit margin of 15% in 2024, compared to 6% for wholesale vendors, due to their focus on diverse industries and high-value services [22][25] Group 2 - The report constructs a quantitative evaluation model focusing on growth drivers (55% weight) and operational capabilities (45% weight) to assess AIDC retail service vendors in Beijing [2][31] - Century Internet ranks first in the evaluation model with a score of 4.30, followed by Qishang Online and WanGuo Data, highlighting the strengths and weaknesses of retail and wholesale vendors [42][44] - The future core value of AIDC will shift from resource supply to empowering AI application scenarios, with retail vendors playing a crucial role in building a self-controlled intelligent computing ecosystem [2][11] Group 3 - Beijing is identified as the core area for AIDC, with plans to expand computing power to over 200,000 P by 2027, representing a 3.4 times increase from the end of 2025 [25][26] - The scarcity of resources in Beijing, coupled with high demand from financial and governmental clients, creates a strategic advantage for AIDC vendors operating in this region [27][28] - The evaluation model assesses vendors based on their growth potential and operational resilience, emphasizing the importance of resource acquisition and customer management in a competitive environment [31][33]

格隆汇2月9日丨数据港(603881.SH)公布，宁波锐鑫已于2026年1月21日至2026年2月6日期间通过大宗交 易方式累计减持公司股份789.45万股，占总股本的1.10%。宁波锐鑫减持后持有公司股份75,922,247股， 占总股本的10.57%。本次权益变动触及1%刻度。 ...

| 证券代码：603881 | 证券简称：数据港 | 公告编号：2026-002 号 | | --- | --- | --- | | 债券代码：243482 | 债券简称：25 数港 K1 | | 上海数据港股份有限公司关于 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | | 统一社会信用代码 | | --- | --- | --- | --- | --- | | 宁波锐鑫创业投资合 | □ | 控股股东/实控人 | ☑ | 91310106076453233R | | 伙企业（有限合伙） | □ | 控股股东/实控人的一 | □ | 不适用 | 持股 5%以上股东权益变动触及 1%刻度的提示性公告 宁波锐鑫创业投资合伙企业（有限合伙）保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 11.67% | | | 权益变动后合计比例 | 10.57% | | ...

格隆汇2月9日丨数据港(603881.SH)公布，宁波锐鑫已于2026年1月21日至2026年2月6日期间通过大宗交 易方式累计减持公司股份789.45万股，占总股本的1.10%。宁波锐鑫减持后持有公司股份75,922,247股， 占总股本的10.57%。本次权益变动触及1%刻度。 ...

Market Overview - On February 9, the Shanghai Composite Index rose by 1.41%, the Shenzhen Component Index increased by 2.17%, the ChiNext Index climbed by 2.98%, and the CSI 300 Index gained 1.63% [1] - Among the tradable A-shares, 4,612 stocks rose, accounting for 84.39%, while 759 stocks declined [1] Capital Flow - The net inflow of main funds reached 33.038 billion yuan for the day [1] - The ChiNext saw a net inflow of 12.730 billion yuan, while the STAR Market had a net inflow of 1.496 billion yuan, and the CSI 300 constituents experienced a net inflow of 17.303 billion yuan [1] Industry Performance - Out of the 31 first-level industries classified by Shenwan, 31 industries rose, with the top performers being Communication and Comprehensive, which increased by 5.17% and 4.70%, respectively [1] - The Electronics industry led the net inflow of funds with 8.051 billion yuan and a daily increase of 2.97%, followed by the Computer industry with a net inflow of 6.785 billion yuan and a daily increase of 2.88% [1] Individual Stock Performance - A total of 2,310 stocks experienced net inflows, with 941 stocks having net inflows exceeding 10 million yuan, and 172 stocks with net inflows over 100 million yuan [2] - The stock with the highest net inflow was Sungrow Power Supply, which rose by 6.10% with a net inflow of 1.471 billion yuan, followed by 360 Security Technology and Newyeason with net inflows of 1.435 billion yuan and 1.307 billion yuan, respectively [2] - Conversely, 73 stocks had net outflows exceeding 100 million yuan, with Data Harbor, Hunan Gold, and CATL leading the outflows at 889 million yuan, 844 million yuan, and 769 million yuan, respectively [2]

2月9日，数据港大宗交易成交34.06万股，成交额1200.27万元，占当日总成交额的0.21%，成交价35.24 元，较市场收盘价39.55元折价10.9%。 | 交易日期 | 证券調核 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量(*) 买入营业部 | | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 数据港 | 603881 | 35.24 | 1000.11 28.38 | 公司北京分公司限 | 200 | | 客 | | 2026-02-09 | 数据准 | 603881 | 35.24 | 200.16 5.68 | 要有零售量品 | 量量 | | Ka | ...

Group 1 - The top trending stocks in A-shares include Xiexin Integrated, Sanyan Co., Shenjian Co., Data Port, Juliy Suoj, Hangdian Co., Galaxy Electronics, Yongtai Technology, Intercontinental Oil and Gas, and Wuzhou New Spring [1][2] - Xiexin Integrated's rise is attributed to significant breakthroughs in perovskite tandem battery technology, achieving a certification efficiency of 33.31%, and its strategic focus on space photovoltaic equipment development [3] - Sanyan Co. is gaining attention due to a proposed investment of approximately 7.2 billion yuan from Anhui State-owned Wanhui Group, which alleviates uncertainties from its restructuring process [3] Group 2 - Shenjian Co. benefits from the growing commercial aerospace sector, with its subsidiary being a key supplier for major rocket components, enhancing investor interest [4] - Data Port's focus is driven by the "East Data West Calculation" strategy, which supports the data center industry, alongside increasing demand for AI and computing power [4] - Juliy Suoj is recognized as a core supplier in the commercial aerospace and deep-sea equipment sectors, with significant orders extending to 2026 [5] Group 3 - Hangdian Co. is experiencing growth due to multiple favorable themes and national investment plans in the power grid sector, with its business covering ultra-high voltage and optical communication [5] - Galaxy Electronics is gaining traction due to its involvement in military information technology and commercial aerospace, with a significant reduction in losses reported [6] - Yongtai Technology's partnership with CATL is a key catalyst for its market interest, as it aims to deepen integration within the new energy supply chain [6]

Group 1 - The first Innovation Forum and the unveiling of the Joint Innovation Laboratory were held in Shanghai, focusing on the theme "Intelligent Computing New Ecology, Co-creating New Future for Industries" to promote high-quality development of the digital economy [1][2] - Shanghai Data Port Co., Ltd. has established 35 high-standard data centers nationwide, creating a national computing power network and achieving industry-leading levels in green energy efficiency with a PUE (Power Usage Effectiveness) ranking among the best [1][2] - The company aims to transform from a "computing power infrastructure service provider" to a "comprehensive computing power service provider," emphasizing "intelligent computing" as its core development strategy [1][2] Group 2 - The Joint Innovation Laboratory will focus on core areas such as intelligent computing infrastructure architecture, large-scale cluster scheduling, green low-carbon technology, and full-stack domestic adaptation, aiming to build a leading industry model community and scenario-based computing power ecosystem [3] - A collaborative innovation platform was launched to deepen cooperation in the computing power field and promote the integration of computing resources with regional industries [3]

Market Overview - The three major indices in A-shares experienced slight declines, with the Shanghai Composite Index down 0.25% to 4065 points, the Shenzhen Component down 0.33%, and the ChiNext down 0.73% [2] - The total market turnover was 2.16 trillion yuan, a decrease of 308 billion yuan from the previous trading day, with over 2700 stocks rising [2] Sector Performance - The oil and gas, chemical, and mining sectors showed strong performance, with multiple stocks such as Tongyuan Petroleum and Junyou Co. hitting the daily limit [4] - The chemical sector saw an overall increase of 1.45%, with core sub-industries like basic chemicals and diversified chemicals leading the gains [16] - The basic chemical sector had a net inflow of over 156.73 billion yuan, while the power equipment sector saw a net inflow exceeding 203.54 billion yuan [6] Fund Flow Analysis - Main funds shifted away from defense, media, and food and beverage sectors, moving towards power equipment and basic chemicals [5] - The chemical industry ETF saw significant inflows, with a total of 14.49 billion yuan in net inflows over the past 15 days, indicating strong market confidence in the sector [20] Stock Highlights - Hunan Gold and Data Port were among the top gainers, with net inflows of nearly 29 billion yuan and over 20 billion yuan, respectively [10] - Stocks like Hunan Rihua and Zhejiang Wenlian saw significant outflows, with declines of 7.63% and 9.79% [10] Market Sentiment - The market is currently in a "trial period," with a high number of first-day limit-up stocks but lacking a unified logic, indicating rapid rotation of funds [14] - The strong performance of the chemical sector is attributed to a combination of rising product prices, supply-side contraction, and demand from emerging sectors, suggesting a fundamental recovery rather than mere speculation [17]

Market Overview - The Shanghai Composite Index fell by 0.25%, the Shenzhen Component Index decreased by 0.33%, and the ChiNext Index dropped by 0.73% on February 6 [1] - The Shanghai and Shenzhen 300 Index declined by 0.57% [1] - Among the tradable A-shares, 2,749 stocks rose, accounting for 50.29%, while 2,550 stocks fell [1] Capital Flow - The main capital saw a net outflow of 11.249 billion yuan, marking three consecutive trading days of net outflows [1] - The ChiNext experienced a net outflow of 12.318 billion yuan, while the Sci-Tech Innovation Board had a net outflow of 0.155 billion yuan [1] - The Shanghai and Shenzhen 300 constituent stocks faced a net outflow of 8.381 billion yuan [1] Industry Performance - Among the 11 first-level industries, 8 saw gains, with the top performers being the petroleum and petrochemical sector, which rose by 2.55%, and the basic chemical sector, which increased by 2.05% [1] - The industries with the largest capital outflows included media, which saw a net outflow of 4.346 billion yuan and a decline of 0.84%, and defense and military industry, which had a net outflow of 3.950 billion yuan and a drop of 1.66% [2] Detailed Industry Capital Flow - The electric equipment industry led with a net inflow of 5.386 billion yuan and a daily increase of 1.27% [3] - The basic chemical industry followed with a net inflow of 4.600 billion yuan and a daily increase of 2.05% [3] - Other industries with notable capital outflows included computer, communication, and food and beverage sectors [2] Individual Stock Performance - A total of 2,002 stocks experienced net inflows, with 697 stocks having inflows exceeding 10 million yuan [3] - The stock with the highest net inflow was Wuzhou Xinchun, which rose by 10.01% with a net inflow of 1.285 billion yuan [3] - Conversely, 115 stocks had net outflows exceeding 100 million yuan, with the highest outflows from Xinyi Sheng, Zhongji Xuchuang, and Aerospace Development, amounting to 2.847 billion yuan, 1.521 billion yuan, and 1.272 billion yuan respectively [3]