A股算力产业链午后反弹，鸿博股份涨停，奥雅股份、城地香江、科泰电源、大位科技、润建股份等跟 涨。 ...

Group 1 - Northern Long Dragon is planning to acquire the controlling stake of Henan Zhongsheng and raise matching funds, leading to a stock suspension [1] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle equipment [1] - Koyuan Pharmaceutical's major shareholder plans to reduce their stake by up to 3%, amounting to 324.87 million shares [2] Group 2 - Jiaste Technology's shareholder intends to reduce their stake by up to 3%, totaling 1,428.75 million shares [2] - Chengdi Xiangjiang's subsidiary has won a bid for a data center project with China Mobile, valued at 492 million yuan [3] - Zhongchao Holdings' actual controller sold 223 million shares during a period of stock price fluctuation, representing 0.16% of total shares [4] Group 3 - ST Yushun's stock will resume trading after confirming no significant changes in its operational environment [6] - Xing Shuai Er's shareholder plans to reduce their stake by up to 0.37%, equating to 130 million shares [7] - Weiguang Co. intends to reduce its stake by up to 1.32%, totaling 300 million shares [8] Group 4 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials for its innovative peptide drug RAY1225 [9][10] - Nongxin Technology's major shareholder plans to reduce their stake by up to 1.35%, amounting to 135 million shares [12] - Mintai Aluminum has signed a strategic cooperation agreement with Penghui Energy for collaboration in battery technology [14] Group 5 - Youyan Powder's controlling shareholder plans to reduce their stake by up to 1%, totaling 103 million shares [16] - Runjian Co. has been shortlisted for a procurement project with China Mobile, valued at 374 million yuan [17] - Bangyan Technology has terminated its plan to issue shares and raise funds for asset acquisition [18] Group 6 - Xianggang Technology's controlling shareholder intends to reduce their stake by up to 3%, equating to 648.42 million shares [19] - Zhongke Shuguang is undergoing a stock suspension due to a planned share swap merger with Haiguang Information [20]

【要闻报道】 英伟达拟再推"中国特供"芯片 据参考消息援引新加坡《联合早报》网站5月25日引述路透社消息报道，美国芯片巨头英伟达据报将为 中国市场推出一款基于Blackwell架构的人工智能（AI）芯片，售价将大幅低于先前的H20芯片，预计最 快于6月开始量产。 报道称，这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明显 低于H20的定价。较低的售价通常意味着芯片规格相对较弱，制造工艺也更为简化。 点评：这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。美国政府日前禁止英伟达 向中国销售基于Hopper架构的H20芯片。 特朗普威胁50%关税两天后改口：恢复与欧盟贸易谈判窗口期 美国总统特朗普在与欧盟委员会主席冯德莱恩通电话后表示，他将把欧盟面临50%关税的最后期限延长 至7月9日。 特朗普当地时间周日在返回华盛顿的途中对记者说："我们进行了一次非常愉快的通话，我同意将它撤 回。" 冯德莱恩稍早前在X上发文称，"欧洲已准备好迅速、果断地推进谈判"，但"达成一项好的协议需要时 间，直到7月9日"。那是特朗普暂停所谓对等关税90天的截止日。 点评：这次 ...

Core Viewpoint - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. announced that its wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., has formed a joint venture with China Mobile Communication Group Design Institute Co., Ltd. to bid for the EPC general contracting project for the power system construction of the data center in Ningbo, Zhejiang Province [1][3]. Group 1: Project Details - The project is titled "EPC General Contracting Procurement Project for the Power System Construction of China Mobile Zhejiang Company's 2025 Yangtze River Delta (Ningbo) Data Center" [1]. - The joint venture consists of China Mobile Communication Group Design Institute Co., Ltd. as the leading entity and Xiangjiang System Engineering Co., Ltd. as a member [1]. - The responsibilities are divided, with the leading entity handling design and overall coordination, while the member is responsible for procurement, construction, debugging, testing, and third-party verification [1]. Group 2: Company and Bidder Information - The legal representative of China Mobile Zhejiang Company is Yang Jianyu, with a registered capital of 2.11779 billion yuan [2]. - The company operates in various sectors, including telecommunications, internet sales, and technology services, among others [2]. Group 3: Impact on the Company - If the bid is confirmed, the project is expected to positively impact the company's revenue in the current and future years [3]. - The project is part of the company's regular business operations and will not adversely affect its business independence [3].

证券简称：城地香江 证券代码：603887 公告编号：2025-063 上海城地香江数据科技股份有限公司 关于对外担保进展的公告 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。 重要内容提示： 二、被担保人基本情况 一、担保情况概述 香江科技（集团）股份有限公司 近日，上海城地香江数据科技股份有限公司（以下简称"公司"）向江苏紫 金农村商业银行股份有限公司镇江分行（以下简称"紫金银行"）就全资子公司 香江科技流贷事宜提供保证，担保金额合计为 0.29 亿元。 被担保人名称：香江科技（集团）股份有限公司（以下简称"香江科技"）。 担保总金额：本次由上海城地香江数据科技股份有限公司（以下简称"公司"）为 香江科技提供担保，担保金额为 0.29 亿元。 本次担保是否有反担保：本次担保无反担保。 对外担保逾期的累计数量：截至公告日，公司无逾期对外担保。 特别风险提示：公司及控股子公司累计对外担保总额已超过公司最近一期经审计净 资产 100%。被担保人香江科技的资产负债率超过 70%，敬请投资者注意相关风险。 包括本次担保在内，公司累计 ...

证券简称：城地香江 证券代码：603887 公告编号：2025-064 上海城地香江数据科技股份有限公司 关于全资子公司项目中标候选公示的提示性公告 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。 2025 年 5 月 23 日，中国移动采购与招标网（https://b2b.10086.cn/）发布了 《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 工程总承包采购项目_中标候选人公示》，确定中国移动通信集团设计院有限公 司与上海城地香江数据科技股份有限公司（以下简称"公司"）全资子公司香江 系统工程有限公司结成的联合体中标《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 工程总承包采购项目》，相关信息如下： 一、中标候选的基本情况 香江系统工程有限公司（联合体成员） 5、投标报价（不含税，元）：439874186.35 （含税，元）：492270044.21 6、其他需要说明的信息：本次投标系中国移动通信集团设计院有限公司及 公司全资子公司香江系统自愿结成 ...

Core Viewpoint - Chengdi Xiangjiang has won a bid for the construction project of the power system for the data center of China Mobile Zhejiang Company, which is expected to have a positive impact on the company if the bid is confirmed [1] Group 1 - Chengdi Xiangjiang's wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., formed a consortium with China Mobile Communication Group Design Institute Co., Ltd. to bid for the project [1] - The bid amount (excluding tax) is approximately 439.87 million yuan, and the total amount (including tax) is approximately 492.27 million yuan [1] - The project is currently in the bid announcement period, and there is uncertainty regarding the final confirmation of the bid [1]

证券代码：603887 证券简称：城地香江 公告编号：2025-062 上海城地香江数据科技股份有限公司 2024 年度暨 2025 年第一季度业绩说明会预告公告 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： 会议召开时间：2025 年 05 月 30 日（星期五）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 05 月 30 日 前 访 问 网 址 https://eseb.cn/1oqCWVZE5Nu 或使用微信扫描下方小程序码进行会前提问，公司 将通过本次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 05 月 30 日（星期五）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 董事长、总裁 张杨 董事、联席总裁/香江科技董事 ...

Core Viewpoint - The report provides a special audit opinion on the revenue deduction situation of Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. for the year 2024, confirming that the revenue deduction table is prepared in accordance with relevant regulations and fairly reflects the company's revenue deduction situation [1][2]. Group 1: Audit Process and Findings - The audit was conducted in accordance with the Chinese Certified Public Accountant auditing standards, focusing on obtaining reasonable assurance that the revenue deduction table is free from material misstatement [2]. - The audit procedures included checking accounting records and recalculating relevant items to ensure the accuracy of the revenue deduction situation [2]. - The audit concluded that the revenue deduction table is prepared in all material respects according to the Shanghai Stock Exchange listing rules and self-regulatory guidelines, providing a fair representation of the company's revenue deductions [2]. Group 2: Responsibilities and Limitations - The management of Chengdi Xiangjiang Company is responsible for ensuring the content of the revenue deduction table is true, accurate, and complete, without any false records or misleading statements [1]. - The special audit report is intended solely for the purpose of disclosure in the company's annual report and should not be used for any other purpose [2].

证券代码：603887 证券简称：城地香江 公告编号：2025-061 上海城地香江数据科技股份有限公司 关于召开2024年年度股东大会的通知 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： 召开的日期时间：2025 年 6 月 12 日 14 点 00 分 召开地点：上海市长宁区临虹路 289 号 A 座 7 楼大会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 12 日 至2025 年 6 月 12 日 采用上海证券交易所网络投票系统，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 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 不涉及 二、 会议审议事项 本次股东大会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 非累 ...