Core Viewpoint - DataPort has demonstrated significant growth in its data center business, achieving a revenue increase of 1.43% year-on-year despite the challenges posed by the pandemic, with a notable acceleration in growth compared to previous years [1][2]. Financial Performance - For the first half of 2020, DataPort reported a revenue of approximately 394 million yuan, with a total asset value of about 4.256 billion yuan, reflecting a 13.81% increase year-on-year [1][2]. - The company's EBITDA increased by 14.48% year-on-year, indicating a positive trend in operational profitability despite rising financial costs due to ongoing expansion [2][4]. - Cash flow from operating activities rose by approximately 26.45% compared to the previous year, providing a solid foundation for future business development [2]. Business Expansion - DataPort added six new self-built data centers and an IT load of approximately 80.8 MW in the first half of 2020, bringing the total IT load to about 221.8 MW, which is 326% of the scale at the beginning of 2019 [1][3]. - The company has secured six new ultra-large project construction demands in the first half of 2020, indicating strong client demand and a robust project pipeline [3]. Market Positioning - DataPort's business model includes both base-type and hub-type operations, focusing on customer-driven projects and strategic locations in major cities [3]. - The company has received several awards, including the "Most Influential Enterprise in the Internet Industry" and "Cloud Computing Anti-Epidemic Pioneer Enterprise," highlighting its industry recognition and leadership [4]. - DataPort aims to leverage its advantages in construction, operation, and management to expand its market share and establish a competitive edge in the rapidly growing IDC sector [4].

（原标题：数据港大宗交易成交450.00万股 成交额1.07亿元） 数据港8月13日大宗交易平台出现一笔成交，成交量450.00万股，成交金额1.07亿元，大宗交易成交价为 23.75元，相对今日收盘价折价13.64%。该笔交易的买方营业部为机构专用，卖方营业部为国泰海通证 券股份有限公司上海闵行区号文路证券营业部。 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为1.66亿元。 证券时报•数据宝统计显示，数据港今日收盘价为27.50元，上涨4.25%，日换手率为9.66%，成交额为 18.94亿元，全天主力资金净流入1.79亿元，近5日该股累计上涨3.93%，近5日资金合计净流入1.10亿 元。 两融数据显示，该股最新融资余额为6.27亿元，近5日减少6568.98万元，降幅为9.48%。（数据宝） 8月13日数据港大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业 | 卖方营业部 | | 股） | （万 | （元） | 价 | 部 | | ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-13 | 数据港 | 603881 | 23.75 10687.5 | 450 | 机构专用 | 国泰海通证券股份 | | | | | | | | | 有限公司上海闵行 | | | | | | | | | 区号文路证券营业 | | 8月13日，数据港大宗交易成交450万股，成交额1.07亿元，占当日总成交额的5.34%，成交价23.75元，较市场收盘价27.5元折价13.64%。 ...

Market Overview - The Shanghai Composite Index closed at 3683.46 points, above the six-month moving average, with an increase of 0.48% [1] - The total trading volume of A-shares reached 21,752.11 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 63 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Guanggang Gas with a deviation rate of 10.02% - Fuan Energy at 9.12% - Tenglong Co. at 8.88% [1] Detailed Stock Performance - The following stocks showed notable performance: - Guanggang Gas: Today's increase of 13.13% with a turnover rate of 13.67% [1] - Fuan Energy: Increased by 10.04% with a turnover rate of 1.43% [1] - Tenglong Co.: Increased by 10.06% with a turnover rate of 7.65% [1] - Other stocks with smaller deviation rates include: - Guangshen Railway, Luopus Gold, and Chahua Co., which have just crossed the six-month line [1]

8月12日，数据港大宗交易成交114.6万股，成交额2705.71万元，占当日总成交额的4.15%，成交价23.61 元，较市场收盘价26.38元折价10.5%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入管业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-12 | 数据港 | 603881 | 23.61 | 800.38 | 33.9 | 国海证券股份有限 | 国泰海通证券股份 | 客 | | | | | | | | 公司机构席位 | 有限公司上海同行 | | | | | | | | | | 区号文路近秀宫业 | | | | | | | | | | 部 | | | 2025-08-12 | 数据港 | 603881 | 23.61 | 500.53 | 21.2 | 机构专用 | 国泰海通证券股份 | 종 | | | | | | | | | 有限公司上海闵行 | | | | | | | | | | 区号文路证券器补 | ...

Group 1 - The core stock price of Data Harbor as of August 8, 2025, is reported at 25.66 yuan, reflecting a decrease of 0.50 yuan or 1.91% from the previous trading day [1] - The opening price for the day was 26.20 yuan, with a highest point of 26.20 yuan and a lowest point of 25.63 yuan, resulting in a trading volume of 179,900 lots and a total transaction value of 464 million yuan [1] - Data Harbor specializes in internet data center services, covering areas such as cloud computing and big data, and is categorized under internet services and the Shanghai sector [1] Group 2 - Recent trends indicate a net outflow of main funds from Data Harbor, with a net outflow of 74.82 million yuan on August 8, accounting for 0.41% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 228 million yuan, representing 1.24% of the circulating market value [1]

Summary of Conference Call Notes Industry Overview - **Industry**: Data Center and AI Technology - **Key Players**: Sinnet, Athub, Huaqin Technology, Inspur Core Insights 1. **Demand Surge in AI Applications**: There is an exponential increase in demand for AI tokens driven by applications in photo and video creation, with daily token usage among top CSPs in China increasing five-fold since January and expected to grow another 50-100% in 2H25 [3][1] 2. **AI Chip Supply Improvement**: The availability of AI chips is improving, with potential resumption of H20 supply and ramp-up of domestic AI chip production expected in 2H25, particularly in 4Q25 [3][1] 3. **IDC Pricing Stabilization**: After a significant drop in 2024, the IDC service price has stabilized due to enhanced utilization driven by strong AI demand, with AIDC utilization reaching above 85% in 2Q25 [3][1] 4. **Preference for Server Makers**: The report indicates a preference for server manufacturers like Huaqin and Inspur over IDC suppliers due to expected higher shipments of both AI and regular servers in 4Q25 [1][3] Additional Important Points 1. **Utilization Rates**: General IDC utilization was reported at 70%, indicating weaker retail client demand amid macroeconomic uncertainty [3][1] 2. **Margin Improvement for A-share IDC Players**: With enhanced utilization and a focus on net profit, margins for A-share listed IDC players are expected to gradually improve [3][1] 3. **Investment Recommendations**: The report recommends Sinnet over Athub in the A-share IDC service supplier space due to higher sales growth potential from new AIDC capacity release [1][3] Conclusion The conference call highlighted a robust outlook for the AI and data center industry, driven by increasing demand for AI applications and improving supply conditions for AI chips. The preference for server manufacturers over IDC suppliers suggests a strategic shift in investment focus within the sector.

Core Viewpoint - The company, Data Harbor, is experiencing a decline in stock price and significant net outflow of funds, while its main business remains focused on IDC services, which constitute nearly all of its revenue [1] Group 1: Financial Performance - As of August 7, 2025, Data Harbor's stock price is reported at 26.16 yuan, down 1.13% from the previous trading day, with a trading volume of 494 million yuan [1] - In the first quarter of 2025, the company achieved a revenue of 395 million yuan and a net profit attributable to shareholders of 44.06 million yuan [1] - The IDC services accounted for 99.39% of the company's revenue in 2024 [1] Group 2: Shareholder Activity - Shareholder Shanghai Xufeng has completed a reduction of 1.85 million shares, representing 0.26% of the company's total share capital [1] Group 3: Fund Flow - On August 7, 2025, the net outflow of main funds was 40.1382 million yuan, with a cumulative net outflow of 204 million yuan over the past five days [1]

格隆汇8月6日丨数据港(603881.SH)公布，自2025年7月3日（减持计划公告之日）起十五个交易日后 （即2025年7月25日）进入减持可实施期间。在减持计划实施期间，上海旭沣通过集中竞价方式减持公 司股份185.03万股，占公司总股本的0.26%。2025年8月6日，公司收到上海旭沣通知文件，上述减持已 全部实施完毕。 ...

(二)本次实际减持情况与此前披露的减持计划、承诺是否一致 √是 □否 (三)减持时间区间届满，是否未实施减持 □未实施 √已实施 (四)实际减持是否未达到减持计划最低减持数量（比例） □未达到 √已达到 (五)是否提前终止减持计划 □是 √否 特此公告。 上海数据港股份有限公司董事会 —3— 证券代码：603881 证券简称：数据港 公告编号：2025-028 号 上海数据港股份有限公司 部分股东减持股份结果公告 本公司董事会、全体董事及相关股东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： ? 股东持股的基本情况 本次减持计划实施前，上海旭沣商务信息咨询合伙企业（普通合伙） （以 下简称"上海旭沣"）直接持有上海数据港股份有限公司（以下简称"数 据港"或"公司"）股份 1,850,285 股，占本公司总股本的 0.26%。 ? 减持计划的主要内容 上海旭沣计划通过集中竞价交易方式，减持总数不超过 1,850,285 股 公司股份，即公司总股本的 0.26%；减持期间自公司减持计划公告披露 之日起十五个交易日后的一个月内，减持价格视 ...