Market Overview - The communication services sector experienced a decline of 0.37% on November 11, with the leading stock, Bee Assistant, falling significantly [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Stock Performance - Notable gainers included: - Online Offline (300959) with a closing price of 144.00, up 20.00% [1] - ST Yitong (300211) with a closing price of 9.22, up 2.33% [1] - Zhongbei Communication (603220) with a closing price of 24.26, up 1.25% [1] - Major decliners included: - Bee Assistant (301382) with a closing price of 35.04, down 3.12% [2] - Data Port (603881) with a closing price of 30.71, down 2.72% [2] - Runze Technology (300442) with a closing price of 47.62, down 2.50% [2] Capital Flow - The communication services sector saw a net outflow of 735 million yuan from institutional investors, while retail investors contributed a net inflow of 630 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Online Offline (300959) had a net inflow of 1.37 billion yuan from institutional investors, while it faced a net outflow of 999.04 million yuan from speculative funds [3] - Yitong Century (300310) saw a net inflow of 22.65 million yuan from institutional investors, but also experienced outflows from both speculative and retail investors [3] - ST Yitong (300211) had a net inflow of 4.77 million yuan from institutional investors, with outflows from speculative and retail investors as well [3]

Group 1 - The company Data Port announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.024 yuan per share (tax included) for A-shares [1] - The record date for the dividend is set for November 18, 2025, and the ex-dividend date is November 19, 2025 [1]

证券代码：603881 证券简称：数据港 公告编号：2025-045 号 上海数据港股份有限公司 2025年半年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.024元 相关日期 | 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 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/11/18 | － | 2025/11/19 | 2025/11/19 | 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经上海数据港股份有限公司（以下简称"公司"）2025 年 9 月 24 日的2025年第一次临时股东大会审议通过。 二、分配方案 1. 发放年度：2025年半年度 三、相关日期 | 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 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/11/ ...

Group 1 - DataPort's stock increased by 5.06%, reaching 33.40 CNY per share, with a trading volume of 436 million CNY and a turnover rate of 1.90%, resulting in a total market capitalization of 23.994 billion CNY [1] - Shanghai DataPort Co., Ltd. was established on November 18, 2009, and listed on February 8, 2017, primarily engaged 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 DataPort's top ten circulating shareholders, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 41,300 shares in the third quarter, now holding 3.9428 million shares, accounting for 0.55% of circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY, achieving a year-to-date return of 28.25% and a one-year return of 21.51% [2] - The fund manager, Cui Lei, has been in position for 7 years and 2 days, managing a total fund asset size of 122.76 billion CNY, with the best fund return during the tenure being 167.82% and the worst being -15.93% [2]

Market Overview - The communication services sector increased by 0.23% on November 6, with Century Hengtong leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Top Gainers in Communication Services - Century Hengtong (301428) closed at 36.15, up 2.52% with a trading volume of 49,400 shares and a turnover of 176 million yuan [1] - Data Port (603881) closed at 31.79, up 1.50% with a trading volume of 163,300 shares and a turnover of 517 million yuan [1] - Super Communication (603322) closed at 47.07, up 1.36% with a trading volume of 91,400 shares and a turnover of 428 million yuan [1] Top Losers in Communication Services - Zhongfutong (300560) closed at 14.56, down 3.83% with a trading volume of 233,400 shares and a turnover of 341 million yuan [2] - Hengxin Oriental (300081) closed at 5.51, down 2.48% with a trading volume of 301,000 shares and a turnover of 166 million yuan [2] - Lian Technology (300603) closed at 10.71, down 1.47% with a trading volume of 111,700 shares and a turnover of 12 million yuan [2] Capital Flow Analysis - The communication services sector experienced a net outflow of 255 million yuan from institutional investors, while retail investors saw a net inflow of 267 million yuan [2] - Major stocks like China Telecom (601728) had a net inflow of 24.02 million yuan from institutional investors, but a net outflow of 63.54 million yuan from speculative funds [3] - Century Hengtong (301428) saw a net inflow of 14.68 million yuan from institutional investors, while retail investors had a net outflow of 16.96 million yuan [3]

Core Points - Recent evaluations of information disclosure for listed companies on the Shanghai, Shenzhen, and Beijing stock exchanges have been released, indicating a focus on transparency and accountability in corporate governance [1] - A total of 89 companies in the Shanghai jurisdiction received an 'A' rating for their information disclosure, with 44 from the Shanghai main board, 4 from the Shenzhen main board, 12 from the ChiNext board, 25 from the Sci-Tech Innovation board, and 4 from the Beijing Stock Exchange [1] - Notably, 44 companies have achieved an 'A' rating for three consecutive years, and 17 companies have maintained this rating for five consecutive years, highlighting consistent performance in information disclosure [1] Summary by Category Shanghai Main Board - 44 companies received an 'A' rating for information disclosure [1] - Companies such as Shanghai Pudong Development Bank and Shanghai Airport are among those evaluated [2] Shenzhen Main Board - The Shenzhen main board had 4 companies rated 'A' for information disclosure [1] - Companies like Fenzhong Media and Siyuan Electric are included in this category [4] ChiNext Board - 12 companies from the ChiNext board received an 'A' rating [1] - Notable companies include Dongfang Fortune and Yili Group [4] Sci-Tech Innovation Board - 25 companies on the Sci-Tech Innovation board achieved an 'A' rating [1] - Companies such as Zhaojin Mining and Huazhong CNC are recognized for their performance [4] Beijing Stock Exchange - 4 companies listed on the Beijing Stock Exchange received an 'A' rating [1] - Companies like Boshun Technology and Awei Te are part of this evaluation [4]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance relative to the market [8][14]. Core Insights - The company achieved a revenue of 1.241 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 4.93%. The net profit attributable to shareholders was 120 million yuan, up 14.05% year-on-year [5]. - The company has successfully completed the first batch of electromechanical deliveries for its Langfang project, which is expected to contribute stable revenue from 2026 onwards [7]. - The report highlights the company's strategic expansion, having established 35 data centers across key regions, aligning with national data center layout plans [7]. Financial Performance - For the first three quarters of 2025, the company's operating costs increased by 2.38% to 888 million yuan, while the gross margin improved by 1.78 percentage points to 28.4% due to faster revenue growth [6]. - The report projects revenue growth for 2025-2027, estimating revenues of 1.816 billion, 1.973 billion, and 2.098 billion yuan, with year-on-year growth rates of 5.56%, 8.61%, and 6.37% respectively [8][10]. - The net profit attributable to shareholders is expected to reach 172 million, 206 million, and 238 million yuan for the same period, with growth rates of 29.90%, 20.21%, and 15.09% respectively [8][10].

上海数据港股份有限公司 2025 年第二次临时股东大会会议资料 二〇二五年十一月十一日 目 录 | 2025 年第二次临时股东大会会议议程 2 | | | --- | --- | | 2025 年第二次临时股东大会须知 3 | | | 2025 年第二次临时股东大会现场表决办法 5 | | | 审议事项 | 6 | | 议案一：审议《关于取消监事会并修订<公司章程>部分条款的议案》 | 6 | | 议案二：审议《关于聘请公司 2025 年度会计师事务所的议案》 | 55 | | 议案三：审议《关于修订<公司董事会议事规则>的议案》 | 56 | | 议案四：审议《关于修订<公司股东会议事规则>的议案》 | 79 | | 议案五：审议《关于修订<公司募集资金使用管理办法>的议案》 | 100 | — 1 — 上海数据港股份有限公司 2025 年第二次临时股东大会会议议程 会议召开时间：2025 年 11 月 11 日（星期二）下午 13:00 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 ...

Core Viewpoint - The communication services sector experienced a decline of 0.38% on November 4, with Data Port leading the drop. The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1]. Group 1: Stock Performance - The top gainers in the communication services sector included Hengshi Technology, which rose by 7.67% to a closing price of 10.81, and ST Xintong, which increased by 4.98% to 6.74 [1]. - Data Port was the biggest loser, falling by 3.75% to a closing price of 32.09, followed by ST Yitong, which dropped by 3.62% to 9.32 [2]. - The overall trading volume in the communication services sector showed significant activity, with Hengshi Technology achieving a transaction amount of 4.76 billion and China Mobile reaching 16.16 billion [1]. Group 2: Capital Flow - The communication services sector saw a net outflow of 786 million from institutional investors, while retail investors contributed a net inflow of 676 million [2]. - Major stocks like China Mobile and China Unicom experienced mixed capital flows, with China Mobile seeing a net inflow of 84.79 million from institutional investors but a net outflow from retail investors [3]. - The data indicates that retail investors were more active in the sector, as evidenced by the net inflow of 676 million, contrasting with the institutional outflow [2][3].

Core Viewpoint - DataPort's stock price has experienced fluctuations, with a notable increase of 73.42% year-to-date, but recent declines in the short term raise concerns about its market performance [1][2]. Financial Performance - For the period from January to September 2025, DataPort achieved a revenue of 1.241 billion yuan, reflecting a year-on-year growth of 4.93%, while the net profit attributable to shareholders was 120 million yuan, up 14.05% year-on-year [2]. - Cumulatively, DataPort has distributed a total of 187 million yuan in dividends since its A-share listing, with 91.83 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 4, DataPort's stock was trading at 32.67 yuan per share, with a market capitalization of 23.469 billion yuan. The stock has seen a trading volume of 160 million yuan and a turnover rate of 0.68% [1]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent instance on September 4, where it recorded a net buy of -157 million yuan [1]. Shareholder Structure - As of September 30, 2025, DataPort had 160,500 shareholders, an increase of 39.45% from the previous period, with an average of 4,474 shares held per shareholder, down 28.29% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 8.0945 million shares, an increase of 1.053 million shares from the previous period [3].