数据显示，华夏基金旗下1只基金位居数据港十大流通股东。华夏中证1000ETF（159845）二季度增持 85.73万股，持有股数234.85万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约547.21万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益26.96%，同 类排名1879/4220；近一年收益69.43%，同类排名1281/3814；成立以来收益27.74%。 来源：新浪基金∞工作室 9月23日，数据港涨6.27%，截至发稿，报39.50元/股，成交31.21亿元，换手率11.54%，总市值283.76亿 元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 从数据港十大流通股东角度 截至发稿，赵宗庭累计任职时间8年162天，现任基金资产总规模3891.48亿元，任职期间最佳基金回报 117.09%， 任职 ...

来源：新浪基金∞工作室 从数据港十大流通股东角度 9月22日，数据港涨5.36%，截至发稿，报37.17元/股，成交14.30亿元，换手率5.50%，总市值267.02亿 元。 数据显示，华夏基金旗下1只基金位居数据港十大流通股东。华夏中证1000ETF（159845）二季度增持 85.73万股，持有股数234.85万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约443.87万元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 截至发稿，赵宗庭累计任职时间8年161天，现任基金资产总规模3891.48亿元，任职期间最佳基金回报 117.09%， 任职期间最差基金回报-32.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形 ...

证券代码：603881 证券简称：数据港 公告编号：2025-035 号 二、 取消议案的情况说明 1、 取消议案名称 | 序号 | 议案名称 | | --- | --- | | 1 | 审议《关于拟注册发行债务融资工具的议案》 | 上海数据港股份有限公司关于 2025年第一次临时股东大会取消部分议案的公告 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。 一、 股东大会有关情况 1、 股东大会的类型和届次 2025年第一次临时股东大会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 603881 | 数据港 | 2025/9/17 | 2、 取消议案原因 经研究，公司拟进一步整体统筹公司融资方案，同意取消原定拟于公司 2025 年第一次临时股东大会审议的《关于拟注册发行债务融资工具的议案》，暂缓上 会表决。 三、 除了上述取消议案外，于2025 年 8 月 15 日公告的原股东大会通知事项不 变。 — 1 — 2、 股东大会召开日期： 2025 年 ...

上海数据港股份有限公司 2025 年第一次临时股东大会会议资料 二Ｏ二五年九月二十四日 | 2025 年第一次临时股东大会须知 | 3 | | | --- | --- | --- | | 2025 | 年第一次临时股东大会现场表决办法 5 | | | 审议事项 | | 6 | | 议案一：审议《公司 | 2025 年中期利润分配方案的议案》 | 6 | 上海数据港股份有限公司 2025 年第一次临时股东大会会议议程 会议召开时间：2025 年 9 月 24 日（星期三）下午 14:00 会议方式：本次会议采用现场投票和网络投票相结合的表决方式。社会公众 股股东可以在交易时间内通过上海证券交易所的交易系统或互联网投票平台行 使表决权。 会议召开地点：上海市静安区江场三路 238 号一楼会议室。 网络投票时间：2025 年 9 月 24 日（星期三），通过交易系统投票平台的投 票时间为股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， 13:00-15:00；通过互联网投票平台（网址：vote.sseinfo.com）的投票时间为 股东大会召开当日的 9:15-15:00。 一、宣读大会 ...

Group 1 - The stock price of Data Port fell by 5.14% to 35.46 CNY per share, with a trading volume of 3.836 billion CNY and a turnover rate of 14.22%, resulting in a total market capitalization of 25.474 billion CNY [1] - Data Port, 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 and 0.69% from IDC solutions [1] Group 2 - Among the top ten circulating shareholders of Data Port, a fund under Southern Fund increased its holdings in the Southern CSI 1000 ETF (512100) by 1.3024 million shares in the second quarter, bringing the total to 3.9841 million shares, which accounts for 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion CNY, with a year-to-date return of 28.17% and a one-year return of 72.87% [2] - The fund manager, Cui Lei, has been in charge for 6 years and 317 days, with a total fund asset size of 94.976 billion CNY and a best return of 143.21% during the tenure [2]

金信量化精选混合A（002862）基金经理为谭佳俊。 截至发稿，谭佳俊累计任职时间334天，现任基金资产总规模8.11亿元，任职期间最佳基金回报 44.13%， 任职期间最差基金回报7.26%。 9月17日，数据港涨5.32%，截至发稿，报37.60元/股，成交29.18亿元，换手率11.14%，总市值270.11亿 元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓数据港。金信量化精选混合A（002862）二季度减持1600股，持 有股数6万股，占基金净值比例为3.72%，位居第九大重仓股。根据测算，今日浮盈赚取约11.4万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模2560.01万。今年以来收益49.55%， 同类排名915/8172；近一年收益106.43%，同类排名405/7980；成立以 ...

上海数据港股份有限公司 2025 年第一次临时股东大会会议资料 二Ｏ二五年九月二十四日 | 2025 年第一次临时股东大会会议议程 | 2 | | | --- | --- | --- | | 2025 年第一次临时股东大会须知 | 3 | | | 2025 年第一次临时股东大会现场表决办法 | 5 | | | 审议事项 | | 6 | | 议案一：审议《关于拟注册发行债务融资工具的议案》 | | 6 | | 议案二：审议《公司 2025 | 年中期利润分配方案的议案》 | 8 | 上海数据港股份有限公司 2025 年第一次临时股东大会会议议程 会议召开时间：2025 年 9 月 24 日（星期三）下午 14:00 会议方式：本次会议采用现场投票和网络投票相结合的表决方式。社会公众 股股东可以在交易时间内通过上海证券交易所的交易系统或互联网投票平台行 使表决权。 会议召开地点：上海市静安区江场三路 238 号一楼会议室。 网络投票时间：2025 年 9 月 24 日（星期三），通过交易系统投票平台的投 票时间为股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， 13:00-15:00； ...

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].

Core Viewpoint - The article discusses the recent surge in A-share computing power concept stocks, driven by significant capital expenditures from major domestic companies and the rapid development of AI technology, indicating a potential turning point for the data center sector [2][4][9]. Group 1: Market Movements - Afternoon trading saw notable movements in computing power concept stocks, with Data Port and Ronglian Technology hitting the daily limit, while Yitian Intelligent and Huichen shares also saw significant increases [2][6]. - By the end of trading, Yitian Intelligent rose by 11.02%, Ronglian Technology reached the daily limit, and Huichen shares increased by 7%, with several other stocks also showing gains of over 5% [6]. Group 2: Capital Expenditure Insights - Market rumors suggest that a major company's substantial capital expenditure guidance (up to 2030) is a key factor behind the stock price increases of related companies [4]. - In Q2 of this year, Tencent and Alibaba reported capital expenditure growth of 119% and 220%, respectively, with Alibaba investing over 100 billion yuan in AI infrastructure and products over the past four quarters, aiming for a total of 380 billion yuan in capital expenditures over three years [4]. Group 3: Industry Trends - Analysts believe that the data center sector is on the verge of a breakout, similar to the previous surge in the liquid cooling sector, with AI technology reshaping the industry landscape [6][9]. - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the sector [7]. Group 4: Future Outlook - Tianfeng Securities indicates that AI development is driving upgrades in data centers, with increasing power demands and larger-scale deployments expected [9]. - The capital expenditure (CAPEX) of major overseas cloud providers like Microsoft, Amazon, Google, and Meta is showing strong growth, with projected compound annual growth rates (CAGR) of 33.74% to 26.13% from 2021 to 2024 [9]. - Domestic internet giants are also ramping up AI investments, with Tencent's capital expenditure expected to reach 96.05 billion yuan in 2024, reflecting a year-on-year growth of 102.6% [9]. Group 5: Regulatory Environment - The introduction of IDC industry policies is expected to support healthy and orderly development in the sector, with initiatives like "East Data West Calculation" providing clear directions for the scaling and intensive development of data centers [10].

Group 1 - The three major indices opened mixed, with the computer sector showing a strong upward trend, as evidenced by the Computer ETF (159998) rising by 1.73% and trading volume exceeding 30 million yuan [1] - The Computer ETF (159998) has a latest scale of 3.092 billion yuan and tracks the CSI Computer Theme Index, which reflects the overall performance of the computer industry with a weight of nearly 93.22% in software development, computer equipment, and IT services [1] - The Cloud Computing ETF (517390) has seen a net inflow of over 70 million yuan in the past four days, indicating strong investor interest [1] Group 2 - The Cloud Computing ETF (517390) has a high AI computing power content and covers popular concepts such as optical modules, computing power leasing, data centers, and AI servers [2] - The National Development and Reform Commission emphasized the importance of enhancing the innovation development environment for AI applications, which includes increasing financial and fiscal support in the AI sector [2] - The policy support for the "Artificial Intelligence +" initiative is expected to strengthen the promotion of AI industry scale, with state-owned enterprises and government-led funds playing a crucial role in infrastructure development and commercialization of AI applications [3]