Group 1: Market Overview - US stock markets collectively declined, with the Dow Jones down 0.25%, Nasdaq down 0.83%, and S&P 500 down 0.53% [1] - Tesla shares fell by 14.27%, while Nvidia dropped 1.36%, Apple decreased by 1.08%, and Meta Platforms fell by 0.48% [1] - Circle's IPO in the US saw a significant increase of 168% on its first day [1] - Broadcom's Q2 revenue exceeded expectations with a 20% increase, but AI revenue guidance was underwhelming, leading to a post-market drop of over 5% [1] - The Baltic Dry Index rose by 9.2%, marking its seventh consecutive day of increase [1] Group 2: Economic Indicators - The US trade deficit narrowed significantly, with imports dropping by 16.3% [1] - First-time unemployment claims in the US reached 247,000, the highest level since October 2024 [1] Group 3: Domestic Developments - China's Ministry of Commerce announced that it will approve export license applications for rare earths that meet regulations [2] - The Chinese government plans to establish 10 national data factor comprehensive pilot zones to enhance the integration of the digital economy with the real economy [6] Group 4: Industry Insights - The data factor market is projected to grow significantly, with the scale of data assets entering balance sheets expected to increase from 48.7 billion yuan in 2024 to 827.8 billion yuan by 2030, a growth of over 16 times [7] - The Chinese automotive industry is facing increased regulatory scrutiny to maintain fair competition and promote healthy development [8] - The pharmaceutical sector is seeing a shift in the perception of Metformin, which is now being recognized for its potential anti-aging properties, with studies indicating a 30% higher chance of living to 90 for women taking it compared to those on sulfonylureas [8] Group 5: Corporate Announcements - Guokai Microelectronics plans to acquire 94.37% of the shares of Zhongxin Integrated Circuit (Ningbo) [10] - Maipu Medical intends to purchase 100% of Yijie Medical, which will enhance its capabilities in the field of interventional biomaterials [10] - HT Development is planning to acquire a controlling stake in Zhixueyun, which is expected to constitute a major asset restructuring [11]

Group 1: Stock Suspension and Resumption - Maipu Medical plans to acquire 100% equity of Yijie Medical, leading to stock resumption. The acquisition will help expand the company's biocomposite material technology from the implantation field to the interventional field, enhancing its R&D advantages in interventional biomaterials [1] - Diao Home's actual controller signed a strategic cooperation agreement and a concerted action agreement, resulting in stock resumption [1] - Palin Bio's controlling shareholder is planning matters related to a change in company control, leading to stock suspension [1] Group 2: Mergers and Acquisitions - Haitai Development is planning to acquire controlling interest in Zhixueyun, which is expected to constitute a major asset restructuring [2] Group 3: Investment Cooperation and Operational Status - Fulian Precision signed a supplementary agreement with CATL, which includes support for the construction of the Jiangxi base and aims to achieve an annual production capacity of 80,000 tons of lithium iron phosphate cathode materials by June 30, 2025 [3] - Sangfor Biopharma's clinical trial for the restructured anti-IL-1β humanized monoclonal antibody injection (SSGJ-613) for acute gouty arthritis reached its primary efficacy endpoints, and the company submitted a new drug application to the National Medical Products Administration, which has been accepted [3] - Chengdi Xiangjiang's consortium won a 440 million yuan project for the construction of the power system for China Mobile's data center in Zhejiang [4] - Zexin Pharmaceutical signed an exclusive market promotion service agreement for injectable recombinant human thyroid-stimulating hormone [5] - Jinyu Group won a bid for a 3.364 billion yuan project in the Baoshan Village shantytown renovation in Haidian District, Beijing [6] - Wantong Intelligent Control is collaborating with a research team from Zhejiang University on embodied intelligence-related sensing and control systems [6] - Shiji Information's wholly-owned subsidiary signed a framework agreement with Marriott, making Shiji America the preferred provider of PMS cloud services for Marriott's direct-managed and franchised hotels in China, using a SaaS model for the new generation of enterprise-level hotel information management system DAYLIGHT PMS [6] - Alter received a commission from client Z to research and develop a new energy vehicle project, with R&D costs estimated at approximately 214 million yuan [7] - Shutai Shen's injectable STSP-0601 has been included in the priority review process [8] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology Co., Ltd. [9] - Nanshan Aluminum is investing 1.868 billion yuan in a chemical project in Indonesia [10] - Alter signed a 214 million yuan technology development contract [11]

Group 1 - Haitai Development plans to acquire controlling stake in Zhixueyun through cash, which may constitute a major asset restructuring [3] - Shutaishen's product STSP-0601 has been included in the priority review list by the National Medical Products Administration, entering the expedited approval process [4] - Yuyin Co. confirmed no undisclosed significant matters despite stock price fluctuations exceeding 20% over three trading days [5] Group 2 - ST Four Seasons announced the resignation of three vice presidents due to personal reasons [6] - Wanda Film is set to launch a shareholder reward program, offering discounted movie vouchers and exclusive purchase options for shareholders [7] - Huamai Technology reported normal business operations focused on communication infrastructure, with no undisclosed significant information [8] Group 3 - Cuiwei Co. is currently experiencing losses in its main business due to market conditions and operational changes [9] - Dongfang Yuhong has received government subsidies totaling 11.3344 million yuan, accounting for 10.48% of the audited net profit for 2024 [10] Group 4 - Wen's Co. reported a 14.23% year-on-year increase in pig sales revenue for May, with total sales of 3.1554 million pigs generating 5.323 billion yuan [12] - Wentaike plans to reduce its stake by up to 3% through block trades and centralized bidding, amounting to 37.3374 million shares [14] - Debang Technology has reduced its shareholding by 1% through block trades, now holding 16.83% of the company [15] Group 5 - Lanjian Intelligent plans to repurchase shares worth 10 to 20 million yuan at a maximum price of 41.88 yuan per share [17] - Chengdi Xiangjiang's subsidiary has won a bid for a 440 million yuan project with China Mobile for data center power system construction [19]

证券简称：城地香江 证券代码：603887 公告编号：2025-070 上海城地香江数据科技股份有限公司 关于全资子公司收到中标通知书的公告 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： 上海城地香江数据科技股份有限公司（以下简称"公司"）于 2025 年 5 月 26 日披露了《关于全资子公司项目中标候选公示的提示性公告》（公告号： 2025-064），现子公司所在联合体已收到该项目的中标通知书，具体情况如下： 一、中标的基本情况 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 工程总承包采购项目 2、招标人：中国移动通信集团浙江有限公司 3、中标人主要信息： 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，以下简称"香江系统"） 4、工期：开工令下发后按要求 70 日历天内完成开工令范围内全部工作内容。 5、中标总价（不含税，元）：439874186.35 （含税，元）：492270044.21 6、其他需要说明的 ...

Core Viewpoint - The company, Chengdi Xiangjiang (603887), has received a bid notification for a significant project from China Mobile (600941), indicating a positive outlook for future revenue growth [1] Group 1: Project Details - Chengdi Xiangjiang's wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., is part of a consortium that won the bid for the 2025 Yangtze River Delta (Ningbo) Data Center Power System Construction Project [1] - The total bid amount is 440 million yuan (excluding tax) and 492 million yuan (including tax) [1] Group 2: Financial Impact - The company anticipates that the related revenue from this project will have a positive impact on its financial performance [1]

Core Viewpoint - The company has signed a further agreement regarding the "Longteng Liangshan AI Data Center Project (Phase I)" with its joint venture partners, which outlines the project work arrangements and preliminary price distribution without altering the original project contract [2][4][15]. Group 1: Project Overview - Project Name: Longteng Liangshan AI Data Center Project (Phase I) [5] - Project Location: Xinglong Town, Yanyuan County [5] - Contract Price (including tax): Approximately RMB 595.41 million, with design fees of RMB 6.09 million and engineering fees of RMB 589.32 million [2][5]. Group 2: Timeline - Planned Start Date: April 28, 2025 [3] - Planned Completion Date: January 22, 2026 [3] - Total Duration: 270 calendar days [3]. Group 3: Joint Venture Agreement - The joint venture consists of three parties: China State Construction Engineering Corporation Third Bureau, Xiangjiang System Engineering Co., Ltd., and Huaxin Consulting Design Research Institute [5][6]. - Responsibilities are divided among the parties, with the leading party managing overall project coordination and the other parties focusing on specific tasks such as equipment supply and design [6][9][10]. Group 4: Financial Arrangements - The agreement includes provisions for cost sharing and payment responsibilities among the joint venture partners based on their respective contract amounts [13][14]. - Each party is responsible for their own incurred costs and any penalties arising from breaches of contract [14][15]. Group 5: Impact on Company - The project progress is expected to positively influence the company's future revenue, with specific impacts to be determined based on actual audit results [15].

证券简称：城地香江 证券代码：603887 公告编号：2025-069 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 一、本次签署协议涉及项目的基本情况 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： 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"珑腾 凉山州 AI 数据中心项目（一期）"项目各相关方完成项目合同签署的公告（公 告号：2025-051），现公司全资子公司香江系统工程有限公司作为该项目联合体 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》，具体情况如下： 1 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（中建三局第一建设工程有限责任公司、香江系统工程 有限公司、华信咨询设计研究院有限公司结成的联合体）就联合体工作内容及合 同价款分配（暂定）签订的进一步协议，本次签署的联合体协议不涉及原项目合 同内容的调整。 1、项目名称：珑腾凉山州 ...

上海城地香江数据科技股份有限公司独立董事工作制度 上海城地香江数据科技股份有限公司 第一章 总 则 第一条 为进一步公司的治理结构，强化约束和监督机制，切实保护中小股 东及利益相关者的利益，促进公司的规范运作，根据中国证券监督管理委员会（以 下简称"中国证监会"）颁布的《上市公司独立董事管理办法》和《上市公司治 理准则》等相关规定和《上海城地香江数据科技股份有限公司章程》（以下简称 "《公司章程》"），并结合公司实际，制定本制度。 第二条 独立董事是指不在上市公司担任除董事外的其他职务，并与其所受 聘的上市公司及其主要股东、实际控制人不存在直接或者间接利害关系，或者其 他可能影响其进行独立客观判断关系的董事。 独立董事应当独立履行职责，不受上市公司及其主要股东、实际控制人等单 位或者个人的影响。 第三条 公司董事会成员中应当至少包括三分之一独立董事，且至少包括一 名会计专业人士。 公司董事会下设战略、审计、提名、薪酬与考核委员会。专门委员会成员全 部由董事组成，其中审计委员会成员为 3 名，应当为不在公司担任高级管理人员 的董事，并由独立董事中会计专业人士担任召集人。 审计委员会、提名委员会、薪酬与考核委员会 ...

上海城地香江数据科技股份有限公司募集资金管理制度 上海城地香江数据科技股份有限公司 第一章 总则 第一条 为规范公司募集资金的管理和使用，最大限度地保障投资者的利益， 根据《中华人民共和国公司法》、《中华人民共和国证券法》、《首次公开发行 股票并注册管理办法》、《上市公司证券发行注册管理办法》、《上市公司募集 资金监管规则》、《上海证券交易所股票上市规则》和《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》等相关法律、法规、规范性文件及《公司 章程》的规定和要求，结合公司的实际情况，制定本制度。 第二条 本制度所称募集资金系指公司通过向不特定对象发行证券（包括首 次公开发行股票、配股、增发、发行可转换公司债券、发行分离交易的可转换公 司债券等）以及向特定对象发行证券募集的资金，但不包括公司实施股权激励计 划募集的资金。 募集资金投资项目（以下简称"募投项目"）通过公司的子公司或者公司控 制的其他企业实施的，该子公司或者受控制的其他企业应当遵守本制度。 第三条 公司董事会应当科学、审慎地对募投项目的可行性进行充分论证， 确信投资项目具有较好的市场前景和盈利能力，确信投资项目有利于增强公司竞 争能力和 ...

为贯彻落实《公司法》、《上市公司章程指引》（证监会公告〔2025〕6 号） 等法律法规要求，进一步规范公司运作、提高公司治理水平，公司拟取消监事会、 废止上海城地香江数据科技股份有限公司（以下简称"公司"）监事会议事规则， 而因公司原可转换公司债券"城地转债（债券代码：113596）"完成转股，公司 新增了股份（详见公司已披露的公告《上海城地香江数据科技股份有限公司关于 "城地转债"赎回结果暨股份变动的公告》公告号：2024-180）。同时，因公司 未达到 2023 年限制性股票激励计划设定的第一个解除限售期公司层面业绩考核 要求，将对未能达成解锁条件的股份进行回购注销（详见公司已披露的公告《上 海城地香江数据科技股份有限公司关于回购注销部分限制性股票的公告》公告号： 会议，会议审议通过了《关于取消监事会、变更注册资本并修订 <公司章程> 的 议案》。具体修订情况如下： 公司章程修订前 公司章程修订后 第一条 为维护公司、股东和债权人的 第一条 为维护公司、股东、职工和债 称《公司法》)、 证券简称：城地香江 证券代码：603887 公告编号：2025-067 上海城地香江数据科技股份有限公司 关于取消监事会 ...