证券代码：603887 证券简称：城地香江 公告编号：2025-081 上海城地香江数据科技股份有限公司 2025 年半年度业绩预盈的公告 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）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年半年度归属于母公司所有者的净利润 为 2,800 万元到 4,200 万元，与上年同期（-6,928.94 万元）相比，实现扭亏为盈; 2、经财务部门初步测算，预计 2025 年半年度归属于母公司所有者的扣除非 经常性损益的净利润为 2,760 万元到 4,140 万元。 （三）本期业绩预告为本公司初步测算，未经注册会计师审计。 重要内容提示： 一、本期业绩预告情况 2024 年，随着下游客户需求的增长，带动上游互联网数据中心算力基础设 施需求同步增长，公司在手订单也较往年增多，随着订单的逐步交付，相应的利 润也逐步释放。 （二）其他影响 1、可转债计提利息 二、上年同期业绩情况 （一）利润总额： ...

城地香江（603887）公告，预计2025年半年度归属于母公司所有者的净利润为2800万元到4200万元，与 上年同期亏损6928.94万元相比实现扭亏为盈；预计2025年半年度归属于母公司所有者的扣除非经常性 损益的净利润为2760万元到4140万元。2024年，随着下游客户需求的增长，带动上游互联网数据中心算 力基础设施需求同步增长，公司在手订单也较往年增多，随着订单的逐步交付，相应的利润也逐步释 放。 ...

Core Viewpoint - The announcement details the progress of the "China Mobile (Ningxia Zhongwei) Data Center B Zone B01 and B02 Room EPC General Contracting" project, highlighting the signing of an internal agreement among the consortium members, which includes Shanghai Chengdi Xiangjiang Data Technology Co., Ltd.'s wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd. [2][3] Project Overview - The project is led by China State Construction Engineering Corporation (CSCEC) with a planned start date of April 30, 2025, and an expected completion date of July 30, 2025, totaling 92 calendar days for the construction period [2][3]. - The internal agreement specifies the roles and responsibilities of the consortium members, including CSCEC, Xiangjiang System, and Huaxin Consulting Design Research Institute [2][3]. Financial Details - The total project cost is approximately RMB 1.631 billion, which includes design fees of RMB 6.48 million, construction and installation fees of RMB 338.76 million, electromechanical construction fees of RMB 385.99 million, and equipment procurement fees of RMB 906.34 million [4]. Responsibilities and Work Breakdown - CSCEC is responsible for overall project management, including investment, quality, progress, and safety control, as well as coordinating with relevant parties [5][6]. - Xiangjiang System is tasked with the electromechanical aspects, including procurement, installation, and testing, ensuring compliance with data center construction standards [7][8]. - Huaxin Consulting is responsible for the design work, including planning and construction design for the data center buildings [9][10]. Impact on Company - The signing of the internal agreement is expected to have a positive impact on the company's future revenue, although the exact financial implications will be determined by actual audit results [11][12].

上海城地香江数据科技股份有限公司 关于前期已披露重要项目进展的公告 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。 证券简称：城地香江 证券代码：603887 公告编号：2025-080 重要内容提示： 上海城地香江数据科技股份有限公司（以下简称"公司"）前期已披露"中国 移动（宁夏中卫）数据中心 B 区 B01、B02 号机房楼 EPC 总承包"项目各相关 方完成项目合同签署的公告（公告号：2025-054），现公司全资子公司香江系统 工程有限公司（以下简称"香江系统"）作为该项目联合体成员之一与其他联合 体成员就项目开展做出了进一步约定并签署了《联合体内部协议》（以下简称"内 部协议"），具体情况如下： 一、"内部协议"涉及项目的基本情况 1、项目名称：中国移动（宁夏中卫）数据中心 B 区 B01、B02 号机房楼 EPC 总承包项目 合同履约风险：合同在履行过程中如遇到不可预计或不可抗力等因素的影响，有 可能会导致合同无法全部履行或终止的风险。 本次进展主要系项目承包人（中建三局集团有限公司、华信咨询设计研究院有限 公司 ...

Core Viewpoint - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. has made significant progress in the "EPC Engineering General Contracting for the Power System Construction Project of China Mobile Zhejiang Company 2025" by signing a "Joint Implementation Partnership Agreement" with its subsidiary Xiangjiang System Engineering Co., Ltd. and other consortium members [1][4]. Project Overview - The project involves the EPC engineering general contracting for a data center power system [1]. - The leading contractor is China Mobile Communications Group Design Institute Co., Ltd., with Xiangjiang System Engineering Co., Ltd. as a consortium member [4]. - The planned start date for the project is contingent upon the official commencement order from the client, with a total calendar duration of 70 days [1]. Financial Details - Major electrical and mechanical costs include: - Design fee (excluding tax): ¥1,869,322.72 [2] - Equipment purchase fee (excluding tax): ¥121,685,323.49 [2] - Construction and installation fee (excluding tax): ¥45,424,781.88 [2] - Contingency amount (excluding tax): ¥2,643,628.29 [2] - Minor electrical and mechanical costs include: - Design fee (excluding tax): ¥2,442,589.21 [2] - Equipment purchase fee (excluding tax): ¥201,728,138.08 [2] - Construction and installation fee (excluding tax): ¥60,517,424.15 [2] - Contingency amount (excluding tax): ¥3,562,978.53 [2] Responsibilities and Management - The leading contractor (A Party) is responsible for overall coordination, planning, management, and cost settlement, as well as engineering design and quality control [4]. - The consortium member (B Party) is responsible for the mechanical and electrical engineering works, including power supply, air conditioning, and other related construction tasks, under the management of the leading contractor [4]. Impact on Company - The signing of the "Implementation Agreement" is a further arrangement regarding project work and cost distribution, which is not expected to materially affect the project's progress [5]. - The subsidiary will complete the required work according to the project contract and the "Implementation Agreement," which is anticipated to positively impact the company's future revenue, subject to actual audit results [5].

2、发包人：中国移动通信集团浙江有限公司 重要内容提示： 上海城地香江数据科技股份有限公司（以下简称"公司"）前期已披露"中国 移动浙江公司 2025 年长三角（宁波）数据中心机房动力系统建设项目 EPC 工程 总承包"项目各相关方完成项目合同签署的公告（公告号：2025-075），现公司 全资子公司香江系统工程有限公司（以下简称"香江系统"）作为该项目联合体 成员之一与其他联合体成员就项目开展做出了进一步约定并签署了《联合体实施 伙伴协议》（以下简称"实施协议"），具体情况如下： 一、"实施协议"涉及项目的基本情况 1、项目名称：中国移动浙江公司 2025 年长三角（宁波）数据中心机房动力 系统建设项目 EPC 工程总承包 证券简称：城地香江 证券代码：603887 公告编号：2025-079 上海城地香江数据科技股份有限公司 关于全资子公司重要项目进展的公告 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。 3、承包人： 中标人：中国移动通信集团设计院有限公司（联合体牵头人） 香江系统工程有限公司（联合体成员） 1 人民币（ ...

Core Viewpoint - Chengdi Xiangjiang (603887.SH) has revealed significant accounting errors over seven consecutive quarters, leading to a potential impact on its planned 700 million yuan capital increase and ownership change, raising questions about financial management and risk transfer strategies [1][2][3] Financial Reporting Issues - The company reported overstatement of revenue by 34.22 million yuan, unrecorded costs of 105 million yuan, and other discrepancies in its financial statements for the first three quarters of 2024 [2] - The errors stemmed from incorrect consolidation of inter-company transactions, inaccurate capitalization of rental assets, and misestimation of project revenues and inventory [2][3] Audit Concerns - The auditing firm, Rongcheng, issued a qualified opinion on the company's 2024 annual report due to insufficient evidence to confirm the accuracy of the accounting corrections [2][3] - The change of auditors was made to ensure independence and objectivity, as the previous firm had provided services for several years [3] Impact on Capital Increase Plans - The accounting errors could disqualify the company from its planned capital increase, as financial misstatements may lead to regulatory scrutiny and extended review periods [3][4] - The company is in the process of a 700 million yuan capital increase, which is crucial for its debt restructuring efforts [5] Debt Restructuring and Stock Performance - Chengdi Xiangjiang has successfully completed its debt restructuring through a convertible bond issuance, with the conversion rate adjusted multiple times due to stock price fluctuations [5][6] - Following the announcement of a potential state-owned enterprise takeover, the stock experienced a significant increase, with a cumulative rise of 173.21% over 12 trading days [5]

Group 1 - The board of directors of Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. held its 18th meeting of the 5th board on June 29, 2025, with 7 directors present, including some attending via Tencent Meeting [1][2] - The meeting was chaired by Chairman Zhang Yang and complied with relevant laws and regulations [1] - The board approved the "Special Explanation Report on Correction of Prior Period Accounting Errors and Financial Statements After Retrospective Adjustment" [1][2] Group 2 - The proposal was pre-reviewed and approved by the board's audit committee with a voting result of 7 votes in favor, 0 against, and 0 abstentions [2] - The announcement includes a reference to further details available on the Shanghai Stock Exchange website [1]

Overview - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. announced corrections of prior accounting errors affecting consolidated financial statements from Q1 2023 to Q3 2024, specifically in the balance sheet and income statement, without impacting the cash flow statement [1][2]. Accounting Error Corrections - The corrections were approved by the company's board and audit committee, addressing issues such as incorrect internal transaction revenue cost offsets and inaccurate capitalization of rental assets [2][3]. - Specific errors included: 1. Misreporting in internal transaction profit and loss offsets, leading to understated operating costs and overstated inventory [2]. 2. Incorrect capitalization of renovation expenses related to the "Lingang Intelligent Technology Innovation and Entrepreneurship Park Project" [3]. 3. Delays in recognizing revenue and inventory estimates for IDC system integration projects due to inefficiencies in document handling [3]. Financial Impact of Corrections - The corrections will adjust various financial statement items, with notable changes including: - Construction in progress decreased by approximately 5.51 million RMB, resulting in a new total of approximately 1.09 billion RMB [4]. - Long-term deferred expenses increased by approximately 3.68 million RMB, leading to a new total of approximately 19.66 million RMB [4]. - Unallocated profits decreased by approximately 1.84 million RMB, resulting in a new total of approximately 323.66 million RMB [4]. Financial Performance - For the first half of 2023, the company reported a revenue of approximately 930.98 million RMB, a decline of 5.26% compared to the previous year [9]. - The net profit attributable to shareholders was reported at -1.43 million RMB, reflecting a significant decrease due to challenges in the foundation and infrastructure business segment, which saw a revenue drop of 44.11% [9][10]. - The IDC business segment, however, showed resilience with a revenue increase of 22.06% [9][10]. Key Financial Metrics - The company reported a total asset value of approximately 8.16 billion RMB, down 3.61% from the previous year [6]. - The net profit margin for the reporting period was significantly impacted by increased credit impairment losses, leading to a net profit attributable to shareholders of -16.15 million RMB, a decrease of 149.49% [7][11]. - The basic earnings per share were reported at -0.04 RMB, indicating a substantial decline compared to the previous period [7][11].

Core Insights - The article discusses the anticipated growth in the agricultural sector, particularly focusing on crop yields and land utilization by 2025 [1] Group 1: Agricultural Sector Growth - The agricultural sector is projected to see significant advancements in crop yields, with expectations for improved efficiency and productivity by 2025 [1] - There is a focus on the utilization of land, with specific metrics indicating an increase in the area cultivated for various crops [1] Group 2: Future Projections - By 2024, the industry is expected to implement new technologies and practices that will enhance crop management and yield [1] - The article highlights the importance of sustainable practices in agriculture, which are anticipated to play a crucial role in meeting future demands [1]