数据港（603881）公告，股东宁波锐鑫计划通过集中竞价及大宗交易方式减持不超过1249.98万股公司 股份，占公司总股本的1.74%。截至本公告披露日，宁波锐鑫直接持有数据港股份1.05亿股，占公司总 股本的14.61%。此外，股东上海旭沣计划通过集中竞价交易方式减持不超过185.03万股公司股份，占公 司总股本的0.26%。 ...

Core Viewpoint - Shanghai Data Port Co., Ltd. announced that its shareholder Ningbo Ruixin Venture Capital Partnership (Limited Partnership) has pledged part of its shares, specifically 2,660,000 shares, which accounts for 2.53% of its total holdings and a corresponding percentage of the company's total share capital [1]. Group 1: Share Pledge Details - Ningbo Ruixin has pledged 2,660,000 shares, which represents 2.53% of its total shareholdings [1]. - The pledge is part of a financing arrangement, with the pledge start date set for June 26, 2025, and the maturity date for the pledge being June 26, 2026 [2]. - As of the announcement date, Ningbo Ruixin's total pledged shares amount to 104,942,364 shares, which is 14.61% of its total holdings [3]. Group 2: Company Response - The company will continue to monitor the progress of this pledge and will fulfill its information disclosure obligations as required by relevant laws and regulations [3].

证券代码：603881 股票简称：数据港 公告编号：2025-025 号 上海数据港股份有限公司 关于股东部分股份质押的公告 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。 | | 是否 | | 是否 | 是否 | | | | | | 占其 所持 | | 占公 司总 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 为控 | 本次质押 | 为限 | 补充 | 质押起始日 | | 质押到期日 | | 质权人 | 股份 | | 股本 | 融资 | | 名称 | 股股 | 股数（股） | 售股 | 质押 | | | | | | 比例 | | 比例 | 资金 | | | 东 | | | | | | | | | | | | 用途 | | | | | | | | | | | | （%） | | （%） | | | 宁波 | | | | | | | | | 国泰海 通证券 | | | | 资金 ...

会议审议并通过了以下事项： 上海数据港股份有限公司 第四届监事会第六次会议决议公告 本公司监事会及全体监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。 上海数据港股份有限公司（以下简称"公司"）第四届监事会第六次会议于 2025 年 6 月 21 日以电子邮件方式发出会议通知，并于 2025 年 6 月 26 日采取通 讯方式召开，应到监事 5 名，实到 5 名。 会议由监事会主席张颂燕女士召集并主持。会议召开符合有关法律、法规、 规章和《上海数据港股份有限公司章程》的规定。 一、《关于拟注册发行债务融资工具的议案》（该项议案同意票 5 票，反 对票 0 票，弃权票 0 票） 监事会经审议认为，公司根据《银行间债券市场非金融企业债务融资工具管 理办法》等有关规定，拟向中国银行间市场交易商协会申请注册发行不超过人民 币 15 亿元（含）的债务融资工具，此举有利于进一步促进公司发展，拓宽融资 渠道，优化融资结构，提升资金流动性管理能力，满足经营发展的资金需求，接 续前期超短期融资券。 证券代码：603881 股票简称：数据港 公告编号：2025-02 ...

证券代码：603881 股票简称：数据港 公告编号：2025-023 号 上海数据港股份有限公司 第四届董事会第六次会议决议公告 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。 上海数据港股份有限公司（以下简称"公司"）第四届董事会第六次会议于 2025 年 6 月 21 日以电子邮件方式发出会议通知，并于 2025 年 6 月 26 日采取通 讯表决方式召开，应到董事 9 名，实到 9 名。 会议由董事长孙中峰先生召集并主持。会议召开符合有关法律、法规、规章 和《上海数据港股份有限公司章程》（以下简称"《公司章程》"）的规定。 会议审议并通过了以下事项： 一、《关于拟注册发行债务融资工具的议案》（该项议案同意票 9 票，反 对票 0 票，弃权票 0 票） 为进一步拓宽公司融资渠道，优化债务结构，满足公司未来发展资金需求， 上海数据港股份有限公司（以下简称"公司"）拟向中国银行间市场交易商协会 申请注册发行不超过人民币 15 亿元（含）的超短期融资券，具体情况如下： 一、基本方案 5、债券利率及确定方式：本次债券为固定利率债券 ...

Group 1 - The company, Shanghai Data Port Co., Ltd., closed at 24.55 yuan on June 24, with a rise of 4.78%, resulting in a rolling PE ratio of 125.53 times and a total market value of 17.636 billion yuan [1] - The average PE ratio for the internet services industry is 71.57 times, with a median of 78.10 times, placing the company at the 119th position in the industry ranking [1] - As of March 31, 2025, the number of shareholders increased to 147,970, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] Group 2 - In the first quarter of 2025, the company reported operating revenue of 395 million yuan, a year-on-year increase of 3.57%, and a net profit of 44.056 million yuan, reflecting a year-on-year growth of 23.22% [2] - The company's sales gross margin stands at 29.19% [2] - The company has received 11 honors at various levels, including two national-level honors, which reinforce its technological advantages and leading position in economic development [1]

Core Viewpoint - The data center industry is characterized as a low-margin business with significant overcapacity, leading to intense price competition and challenges in maintaining profitability. Despite recent surges in stock prices driven by AI demand, the underlying supply-demand imbalance remains a critical concern for the industry [2][3][36]. Group 1: Industry Overview - The data center sector has experienced a prolonged downturn from late 2020 to mid-2024, with leading companies like Guanghui New Network and GDS Holdings facing severe valuation declines, with stock prices plummeting by as much as 95.71% [2][3]. - Despite a brief recovery in late 2023, driven by increased investment and stock price surges, the industry is now facing renewed declines as companies report disappointing earnings and high valuations [3][4]. Group 2: Supply and Demand Dynamics - The current supply-demand relationship in the data center market remains unfavorable, with supply significantly outpacing demand due to aggressive expansion during the pandemic and subsequent construction booms [5][6]. - Major players are engaged in price wars to secure contracts, with rental prices for data center space dropping dramatically, sometimes by over 50% in key markets [7][8]. Group 3: Challenges in the Industry - The industry faces multiple challenges, including stricter government regulations on new data center approvals and increased energy efficiency requirements, which complicate expansion efforts [17][18]. - Financing remains a significant hurdle, as data center companies rely heavily on bank loans, which have become increasingly difficult to secure due to perceived risks in the sector [22][23]. Group 4: Recent Stock Market Activity - Data center stocks have seen three significant price surges, primarily driven by AI-related demand and capital expenditures from major tech firms, with notable increases in stock prices for companies like GDS and Century Internet [25][26][30]. - The latest surge was fueled by announcements of substantial capital investments from major cloud providers, which raised expectations for future demand in the data center sector [32][34]. Group 5: Future Outlook - Despite recent stock price increases, the long-term outlook for the data center industry remains uncertain, with analysts suggesting that the current market enthusiasm may need to cool as fundamental supply-demand issues persist [36][37].

Market Overview - The Shanghai Composite Index rose by 0.52% on June 11, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were non-ferrous metals and agriculture, forestry, animal husbandry, and fishery, with increases of 2.21% and 2.02% respectively [1] - Conversely, the sectors that saw declines included pharmaceuticals and biotechnology, telecommunications, and beauty care, with decreases of 0.41%, 0.28%, and 0.10% respectively. The telecommunications sector ranked second in terms of decline [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.506 billion yuan, with 14 sectors experiencing net inflows. The non-bank financial sector led with a net inflow of 4.469 billion yuan and a rise of 1.90%, followed by the automotive sector, which saw a 1.70% increase and a net inflow of 2.750 billion yuan [1] - In contrast, 17 sectors experienced net outflows, with the pharmaceuticals and biotechnology sector leading with a net outflow of 2.629 billion yuan. The basic chemicals sector followed with a net outflow of 1.909 billion yuan, along with significant outflows in telecommunications, electric equipment, and banking sectors [1] Telecommunications Sector Performance - The telecommunications sector declined by 0.28%, with a total net outflow of 1.359 billion yuan. Out of 127 stocks in this sector, 52 rose, including one that hit the daily limit, while 66 fell [2] - Notably, the stocks with the highest net inflows included Chutianlong, with a net inflow of 255 million yuan, followed by Hengbao and Yitong Century, with inflows of 116 million yuan and 44.586 million yuan respectively [2] - The stocks with the highest net outflows included Xinyi Sheng, with a net outflow of 435.88 million yuan, China Unicom with 174.598 million yuan, and Yongding with 120.577 million yuan [3]

■ ● 差异化分红送转：否 一、通过分配、转增股本方案的股东大会届次和日期 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： 本次A股每股现金红利0.043元，连同前期已派发的中期股息，2024年全年每股派发现金红利共计0.067 元；本次每股转增股份0.2股。 ● 相关日期 本次利润分配及转增股本方案经上海数据港股份有限公司（以下简称"公司"）2025年5月20日的2024年 年度股东大会审议通过。 三、相关日期 ■ 二、分配、转增股本方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配及转增股本以方案实施前的公司总股本598,647,499股为基数，每股派发现金红利0.043元 （含税），以资本公积金向全体股东每股转增0.2股，共计派发现金红利25,741,842.46元（含税），转增 119,729,500股，本次分配后总股本为718,3 ...

证券代码：603881 证券简称：数据港 公告编号：2025-022 号 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： 新增无限售条件 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 流通股份上市日 Ａ股 2025/6/12 － 2025/6/13 2025/6/13 2025/6/13 ? 差异化分红送转：否 东。 （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证 券交易所收市后登记在册股东持股数，按比例直接计入股东账户。 上海市北高新(集团)有限公司、宁波锐鑫创业投资合伙企业（有限合伙）的 现金红利由公司自行发放。 —2— (1) 对于持有公司无限售条件流通股的自然人股东及证券投资基金 根据《关于上市公司股息红利差别化个人所得税政策有关问题的通知》（财 税2015101 号）和《关于实施上市公司股息红利差别化个人所得税政策有关问题 的通知》（财税201285 号）的有关规定，个人（包括证券投资基金）从公开发 行和转让市场取得的公司股票，持股期限超过 1 年的，股息红利所 ...