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城地香江(603887) - 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
2025-04-08 10:30
证券简称:城地香江 证券代码:603887 公告编号:2025-031 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 4 月 8 日 , 凉 山 公 共 资 源 交 易 服 务 中 心 网 站 (http://www.lszggzyjy.com.cn/)发布了《珑腾凉山州 AI 数据中心项目(一期) (设计施工总承包标段)评标结果公示》。根据公示,中建三局第一建设工程有 限责任公司(香江系统工程有限公司(系公司全资子公司)、华信咨询设计研究 院有限公司)为《珑腾凉山州 AI 数据中心项目(一期)(设计施工总承包标段)》 的第一中标候选人,相关信息如下: 一、中标候选的基本情况 1、项目名称:珑腾凉山州 AI 数据中心项目(一期)(设计施工总承包标段) 2、招标人:四川盐腾数据科技有限责任公司 3、公示期:2025 年 04 月 09 日 至 2025 年 04 月 15 日。 4、中标候选人主要信息: 6、其他需要说明的信息:本次投标 ...
城地香江:联合体为珑腾凉山州AI数据中心项目(一期)第一中标候选人
Zhi Tong Cai Jing· 2025-04-08 10:16
城地香江:联合体为珑腾凉山州AI数据中心项目(一期)第一中标候选人 智通财经4月8日电,城地香江(603887.SH)公告称,公司全资子公司香江系统工程有限公司作为联合体 成员,参与珑腾凉山州AI数据中心项目(一期)(设计施工总承包标段)的投标,并被列为第一中标 候选人。该项目的投标报价为59540.96万元。如最终中标确认,预计相关收入将为公司当年及以后年度 带来积极影响。但目前该项目仍处于中标公示期,最终是否取得中标通知书存在不确定性。 ...
城地香江(603887) - 上海城地香江数据科技股份有限公司关于全资子公司签订合同进展的公告
2025-04-07 09:30
证券简称:城地香江 证券代码:603887 公告编号:2025-030 上海城地香江数据科技股份有限公司 关于全资子公司签订合同进展的公告 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: 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。 上海城地香江数据科技股份有限公司(以下简称"公司")前期已披露子公司 中标《河南空港智算中心(二中心)项目厂区建设及 IDC 配套部分工程总承包 (EPC)》项目的公告(公告号:2025-017)及安排签署其合同的进展公告(公 告号:2025-024),现该项目合同相关方已全部签署完毕,公司就相关情况公告 如下: 一、中标的基本情况 1、项目名称:河南空港智算中心(二中心)项目厂区建设及 IDC 配套部分 工程 2、发包人(甲方):河南空港数字城市开发建设有限公司 3、工程地点:郑州航空港经济综合实验区 4、承包人主要信息: 承包人(乙方 1(联合体牵头人)):湖南六建机电安装有限责任公司; 承包人(乙方 2(联合 ...
重磅宏观数据公布,市场有望迎来变盘
Wind万得· 2025-04-06 22:57
Market News - The National Bureau of Statistics will release March CPI and PPI data on April 10, with February figures showing a month-on-month CPI decrease of 0.2% and a year-on-year decrease of 0.7%, while PPI decreased by 0.1% month-on-month and 2.2% year-on-year [2] - The People's Bank of China has 763.4 billion yuan in reverse repos and 150 billion yuan in treasury cash deposits maturing this week, with specific amounts maturing each day [3] - The U.S. will release March CPI data on April 10, which is expected to be a significant test for the dollar, as persistent inflation could support the dollar and raise concerns about further interest rate cuts by the Federal Reserve [4] Sector Events - The 10th China Science and Technology Finance Forum will be held in Beijing on April 7, focusing on summarizing reform achievements and innovative paths for the future of technology finance [6] - The 2025 Global 6G Technology and Industry Ecosystem Conference will take place in Nanjing from April 10 to 12, gathering global leaders in the 6G field to discuss innovation and future industry development [7] - The Ministry of Commerce has announced export controls on seven categories of medium and heavy rare earths, effective immediately, to safeguard national security and fulfill international obligations [8] - Amazon plans to launch its first batch of 27 satellites for its Project Kuiper on April 9, entering competition with SpaceX's Starlink [9] Company News - HeXin Instruments plans to acquire a 56% stake in Shanghai Liangxi Technology Co., Ltd. through a combination of share issuance and cash payment [11] - Shengnong Development intends to acquire a 54% stake in Anhui Sun Valley Food Technology Group for 1.126 billion yuan, enhancing its integrated industry chain [12] - Lier Chemical expects a net profit of 145 to 155 million yuan for Q1 2025, representing a year-on-year increase of 203.08% to 223.98% due to rising sales and prices [13] - Stone Technology reported a revenue of 11.945 billion yuan for 2024, a year-on-year increase of 38.03%, and a net profit of 1.977 billion yuan, a decrease of 3.64% [14] - Chengdi Xiangjiang announced a contract worth 4.452 billion yuan for a data center project with China Mobile, with a cooperation period of seven years plus an uncertain duration [15] Restricted Shares - This week, 24 companies in the A-share market will have a total of 1.735 billion shares released from restrictions, with a total market value of 35.015 billion yuan, an increase of 12.411 billion yuan week-on-week [17] New Stock Calendar - Two new stocks are set to be issued this week, with a total of approximately 42.6 million shares and expected fundraising of 1.161 billion yuan [21] Market Outlook - Dongfang Securities suggests the market may see a turning point post-holiday, with potential for a rebound as policy benefits are released in Q2 [24] - Founder Securities believes A-shares may perform better than global markets due to positive macro policies and recovering domestic demand [25] - Dongguan Securities anticipates a range-bound market in the short term due to global volatility and upcoming earnings reports [26] - Guojin Securities recommends a shift in investment strategy towards large-cap value stocks, focusing on "profit bottom" logic in the upcoming quarter [27]
公告精选丨国泰君安:公司名称变更登记完成,选举朱健为董事长;利尔化学:预计一季度净利润同比增长203%—224%





2 1 Shi Ji Jing Ji Bao Dao· 2025-04-03 13:39
Group 1 - Guotai Junan has completed the registration change of its company name from "Guotai Junan Securities Co., Ltd." to "Guotai Haitong Securities Co., Ltd." and has obtained a new business license [1] - The first meeting of the seventh board of directors will be held on April 3, 2025, where Zhu Jian was elected as chairman and Zhou Jie as vice chairman [1] - The company plans to apply for changes to its A-shares and H-shares securities abbreviations following the name change [1] Group 2 - Lier Chemical expects a net profit of 145 million to 155 million yuan for Q1 2025, representing a year-on-year increase of 203% to 224% compared to 47.84 million yuan in the same period last year [2] - Chengda Biological announced a stock suspension for one trading day on April 7, 2025, due to the completion of the offer period for the acquisition of its shares by Shaoguan Gaoteng [2] Group 3 - Xiasha Precision plans to invest no more than 1 billion yuan in the construction of a project for the production of planetary roller screws and reducers, with an expected construction period of 3 years [3] - The funding sources for the project will include self-owned funds, bank loans, or other financing methods [3] Group 4 - Chengdi Xiangjiang's subsidiary has signed a contract for the China Mobile Hohhot Data Center computing power infrastructure maintenance service project, with an estimated total contract amount of 4.452 billion yuan [4] Group 5 - ST Jinke's actual controller Huang Hongyun and controlling shareholder Jinke Holdings received a notice of investigation from the China Securities Regulatory Commission for suspected violations related to undisclosed stock forced transfer risks [5] - The investigation involves stock reduction due to a pledge repurchase business and failure to disclose changes in equity in a timely manner [5] Group 6 - Jinxi Axle reported a year-on-year net profit increase of 13.39% for 2024 [6] Group 7 - Yutong Bus reported a 37.79% year-on-year increase in sales volume for March 2025 [7] - Chang'an Automobile's sales volume for March 2025 was 268,100 units, a year-on-year increase of 3.48% [7] - Guangdong Media reported a year-on-year net profit increase of 258.78% for 2024 [7] Group 8 - Qingxin Environment plans to publicly transfer 57% of the equity of its wholly-owned subsidiary [7] - Dongpeng Beverage has submitted an application for H-share issuance to the Hong Kong Stock Exchange [7] - Longjiang Securities elected Liu Zhengbin as chairman [7]
城地香江(603887) - 上海城地香江数据科技股份有限公司关于子公司签订重大合同进展的公告
2025-04-03 10:30
证券简称:城地香江 证券代码:603887 公告编号:2025-029 上海城地香江数据科技股份有限公司 关于子公司签订重大合同进展的公告 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: 未来收益的不确定性:公司子公司作为本次联合体中的成员,将根据签署的合同内 容及相关联合体协议安排,取得相对应的收益。而根据合同约定,"中国移动呼和 浩特数据中心算力基础设施建维服务项目"的合作期限为确定期限 7 年+不确定期 限的模式,未来是否续签存在不确定性,同时,第二批次需以招标人正式下单且 相关机房楼封顶并具备机电进场条件开始计算,相关收益亦存在不确定性,具体 对未来每年的营收影响以实际审计结果为准。 上海城地香江数据科技股份有限公司(以下简称"公司")前期已披露子公司 中标"中国移动呼和浩特数据中心算力基础设施建维服务项目"的公告(公告号: 2025-006)及安排签署其合同的进展公告(公告号:2025-019),现该项目合同 相关方已全部签署完毕,公司就相关情况公告如下: 一、项目基本情况及主要条款 项目名称:中国移 ...
城地香江(603887) - 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
2025-04-03 10:30
重要内容提示: 证券简称:城地香江 证券代码:603887 公告编号:2025-028 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。 一、担保情况概述 近日,上海城地香江数据科技股份有限公司(以下简称"公司")向江苏银 行股份有限公司镇江分行(以下简称"江苏银行")就全资子公司香江科技融资 授信事宜提供保证,担保金额合计为 0.2 亿元。 包括本次担保在内,公司累计向香江科技及其子公司提供的担保余额约为 34.17 亿元。 公司本次担保未超过授权的担保额度。 以上担保授权已经公司第四届董事会第三十三次会议、第五届董事会第十二 次会议;公司 2023 年度股东大会、2025 年第一次临时股东大会审议通过,具体 内容可查阅公司披露的相关公告(公告号:2024-031、2024-055、2025-002、 2025-007)。 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:本次为香江科技提供担保合计 0.2 亿元。包括本次担保在内,公司向 ...
4月1日晚间公告 | 天洋新材、太和水筹划股权变更事项;宏景科技再签3.12亿元算力业务合同
Xuan Gu Bao· 2025-04-01 12:11
Suspension and Resumption of Trading - Tianyang New Materials' controlling shareholder is planning a change in control, leading to stock suspension [1] - Taihe Water's controlling shareholder and actual controller are planning a significant matter involving the transfer of part or all of the company's shares, resulting in stock suspension [1] - Hunan Development intends to purchase 90% equity of Tongwan Hydropower held by Xiangtou Energy, with stock resuming trading tomorrow [1] Private Placement - Huali Chuantong plans to raise no more than 450 million yuan through a private placement for projects related to radiation-resistant modules, multi-mode satellite communication SOC chips, and global multi-mode navigation systems [2] Share Transfer and Buyback - XGIMI Technology's shareholder intends to transfer 1.75 million shares, accounting for 2% of the total shares [3] - Zhongheng Group plans to repurchase shares worth between 300 million to 500 million yuan [4] External Investment and Daily Operations - Fengcai Technology intends to invest 28 million yuan to acquire 9.06% of Huake Zhixin [5] - Hongjing Technology signed a 312 million yuan contract for computing power services with China Mobile Ningxia [6] - Yaxiang Integration's Singapore branch plans to bid for a project worth approximately 3.163 billion yuan [7] - Shenglong Co., Ltd. received a notification for the development of flying cars, with an expected total sales amount of 120 million yuan over five years [8] - Huadong Medicine's wholly-owned subsidiary received acceptance notice for the marketing authorization application of Semaglutide injection [9] - Guyue Longshan has raised prices on some products [10] - Chengdi Xiangjiang's wholly-owned subsidiary received a formal contract for a data center project from China Telecom Shanghai, valued at 616 million yuan [10] - Deyue Co., Ltd. plans to invest no more than 2.127 billion yuan to build a production line with an annual capacity of 16 GWh [10] - Ankai Micro released a low-power intelligent vision chip [11] Performance Changes - Xianggang Technology expects a net profit increase of 713% to 917% year-on-year in Q1 2025, driven by significant revenue growth, improved operational efficiency, and cost control [12] - SAIC Group reported March sales of 125,700 new energy vehicles, a year-on-year increase of 48.22% [13]
城地香江(603887) - 上海城地香江数据科技股份有限公司关于全资子公司前期中标项目进展的提示性公告
2025-04-01 11:46
上海城地香江数据科技股份有限公司 关于全资子公司前期中标项目进展的提示性公告 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 2 月 10 日,公司披露了子公司参与的联合体中标《中国电信上海公 司临港园区数据中心项目》并进入公示的公告(公告号:2025-016)。 证券简称:城地香江 证券代码:603887 公告编号:2025-027 目前,该项目的联合体尚未与招标人中国电信股份有限公司上海分公司签订 正式合同,为尽快推进项目建设,联合体就项目后续安排进行商议与约定。2025 年 4 月 1 日,公司收到相关方寄出的关于前述约定的正式合同,并于当日履行了 内部的用印程序,现就相关情况公告如下: 一、签订合同的基本情况 1、发包人:上海秦章数据科技有限公司(系"张家口秦云信息科技有限公司" 关联方) 2、承包人:香江系统工程有限公司 3、工程名称:中国电信上海公司临港园区数据中心 A2 楼及 A3 楼工程(即 公司已中标的"中国电信上海公司临港园区数据中心项目") 4、工程概况:共建设 2 栋 IDC 机房楼(A2 ...
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
Shang Hai Zheng Quan Bao· 2025-03-31 18:04
Core Viewpoint - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. announced that its wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., is part of a consortium that has been shortlisted for the bid of China Mobile's Wuhu Data Center Mechanical and Electrical Engineering EPC project from 2025 to 2028, which is expected to positively impact the company's revenue in the current and future years [1][3]. Group 1: Project Details - The project is titled "China Mobile Anhui Company 2025-2028 Wuhu Data Center Mechanical and Electrical Engineering EPC Project - Package 1" [2]. - The bidding price for the project is approximately CNY 2,432,586,240 (around 2.43 billion) [2]. - The project duration is set for 138 days [2]. Group 2: Consortium Information - The consortium is led by China Mobile Communications Group Design Institute Co., Ltd., with Huawei Technology Service Co., Ltd. and Xiangjiang System Engineering Co., Ltd. as members [2]. - The work distribution among the consortium members is preliminarily set at 3% for China Mobile Communications Group Design Institute, 42% for Huawei Technology Service, and 55% for Xiangjiang System Engineering [2]. Group 3: Impact on the Company - The successful bid is expected to bring positive revenue impacts to the company in the current and subsequent years [3]. - The project is considered a routine business matter and will not adversely affect the company's operational independence [4].