Group 1 - The contract duration is 6 years, starting from October 1, 2025, to September 30, 2031, with the possibility of two one-year extensions if both parties agree [1][2] - The first phase of the contract is expected to be valued at no more than 1.811 billion yuan, with revenue recognized based on actual deployment over the entire cooperation period [1][2] - The second phase of the contract is projected to be valued at no more than 2.716 billion yuan, with operational service details and payment terms to be determined in a separate agreement [1][2] Group 2 - The company, Chengdi Xiangjiang, primarily provides full lifecycle services for Internet Data Centers (IDC), including investment, operation, and comprehensive solutions [1][2] - In the first quarter of 2025, Chengdi Xiangjiang reported revenue of 420 million yuan and a net profit attributable to shareholders of 18.2246 million yuan [1][2] - The announcement indicates that the contract is part of the company's routine operations and will not adversely affect its business independence [1][2]

Market Overview - The Shanghai Composite Index closed at 3642.10 points, above the six-month moving average, with a slight increase of 0.07% [1] - The total trading volume of A-shares reached 1,093.29 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 54 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Meihao Medical (301363) with a deviation rate of 7.64% and a daily increase of 7.54% [1] - Fushi Holdings (300071) with a deviation rate of 3.55% and a daily increase of 4.53% [1] - Chengdi Xiangjiang (603887) with a deviation rate of 3.19% and a daily increase of 7.92% [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Meihao Medical: Latest price 20.10 yuan, half-year line 18.67 yuan, turnover rate 13.18% [1] - Fushi Holdings: Latest price 5.54 yuan, half-year line 5.35 yuan, turnover rate 11.78% [1] - Chengdi Xiangjiang: Latest price 18.66 yuan, half-year line 18.08 yuan, turnover rate 8.21% [1] - Other stocks with smaller deviation rates include: - Bihai Source (300829) with a deviation rate of 2.77% [1] - Zhisheng Information (832171) with a deviation rate of 2.31% [1] - Zhonggang International (000928) with a deviation rate of 1.91% [1]

Group 1 - The company Chengdi Xiangjiang has signed an IDC hosting service agreement, with a total contract value not exceeding 4.5 billion RMB for two phases [1]

Core Viewpoint - The company Chengdi Xiangjiang (603887.SH) has signed a six-year IDC hosting service agreement with an internet company, starting from October 1, 2025, to September 30, 2031, for its "Hutai Smart Cloud Valley Digital Technology Industrial Park Data Center" project [1] Summary by Sections Agreement Details - The agreement includes two phases of service: - Phase One involves approximately 2,200 high-power cabinets, with a service period starting from the delivery date until the end of the six-year term plus two optional years [1] - Phase Two includes a flexible commitment of about 3,400 high-power cabinets, with delivery timing based on the client's future needs, and a separate agreement will be signed for this phase [1] Additional Resources - The company will reserve an additional approximately 5,500 high-power cabinets for the client, who will have the right of first refusal (ROFR) for these resources under the same commercial terms as the main contract, with a 30-day notice required for exercising this right [1] Financial Aspects - The estimated contract value for Phase One is not to exceed 1.811 billion yuan, with revenue recognized based on actual deployment over the entire cooperation period [1] - The estimated contract value for Phase Two is not to exceed 2.716 billion yuan, with specific operational service details, delivery periods, and payment terms to be determined in a future agreement [1]

证券简称：城地香江 证券代码：603887 公告编号：2025-092 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： 近日，上海城地香江数据科技股份有限公司（以下简称"公司"）下属子公司 城地云计算就公司"沪太智慧云谷数字科技产业园数据中心"项目与某互联网公 司 X 完成签订 IDC 托管业务协议。 4、合同期限：合作期 6 年，自 2025 年 10 月 1 日起至 2031 年 9 月 30 日， 若合同到期后，双方如无异议，自动续约 1 年，最多可续约 2 次（续约期） 5、服务内容：在合作期内，乙方向甲方提供数据中心运营服务，具体如下： 合同履约风险：本次合同整体期限较长，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。 对公司业绩影响存在不确定性：本次合同整体期限较长（6+1+1），后续营业收入 将根据实际上架情况分摊在整个合作期内，对公司业绩影响存在不确定性。 违约条款对交易对手方约束力较 ...

Core Insights - As of August 6, a total of 117 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest streak of net financing inflows are Chengdi Xiangjiang and Huicheng Environmental Protection, both achieving 18 consecutive trading days of net inflows [1] - Other notable stocks with significant net financing inflows include Juhe Materials (15 days), China Baoan (12 days), Jiuri New Materials, New Mileage, Jichuan Pharmaceutical, Cangge Mining, Tianzhihang, and Zhejiang Jiaoke, each with 10 to 11 consecutive trading days of net inflows [1]

Core Insights - As of August 5, a total of 116 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest consecutive net inflow days are Huicheng Environmental Protection and Chengdi Xiangjiang, both achieving 17 consecutive trading days of net inflows [1] - Other notable stocks with significant consecutive net inflow days include Gaomei Co., Juhe Materials, China Baoan, Langkun Technology, Jichuan Pharmaceutical, Jiuri New Materials, Xinlicheng, Cangge Mining, Tianzhihang, and Jingcheng Co., with inflow days ranging from 9 to 15 [1]

Group 1 - The company's stock price closed at 16.90 yuan on August 5, down 0.53% from the previous trading day [1] - The trading volume on that day reached 202 million yuan, with a turnover rate of 2.02%, maintaining a total market capitalization of 10.291 billion yuan [1] - The company's main business is IDC, which accounted for 97.96% of its revenue in the 2024 annual report [1] Group 2 - In the first quarter of 2025, the company achieved operating revenue of 420 million yuan and a net profit attributable to shareholders of 18.22 million yuan [1] - On the evening of August 5, the company announced that its fifth board of directors held its nineteenth meeting, approving several resolutions, including amendments to relevant systems and the repurchase and cancellation of some restricted stocks [1] - The meeting decided to appoint Fu Yi as the company's securities affairs representative, who holds 2,500 shares of the company and has obtained the necessary qualifications for the position [1]

Group 1 - The fifth meeting of the fifth board of Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. was held on August 5, 2025, with all seven directors present [2][5] - The meeting approved the revision of the "General Manager Work Rules" [3] - The board also approved the proposal to repurchase and cancel part of the restricted stock [6][17] Group 2 - The company will repurchase and cancel 60,000 shares of restricted stock held by three individuals who no longer qualify as incentive objects due to personal reasons [17][21] - The total repurchase amount is estimated to be RMB 251,400, funded entirely by the company's own funds [17] - After the repurchase, the company's total share capital will decrease from 602,089,421 shares to 602,029,421 shares [22] Group 3 - The board approved the appointment of Mr. Fu Yi as the company's securities affairs representative [26] - Mr. Fu holds the necessary qualifications and experience to fulfill the role [26][29] - He has been with the company since 2020 and holds 2,500 shares of the company [29]

证券简称：城地香江 证券代码：603887 公告编号：2025-088 上海城地香江数据科技股份有限公司 第五届董事会第十九次会议决议公告 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、董事会会议召开情况 上海城地香江数据科技股份有限公司（以下简称"公司"）第五届董事会第十 九次会议于 2025 年 8 月 5 日在公司会议室及线上同步召开，本次会议的通知于 出席董事 7 名，部分董事以腾讯会议方式入会。公司高级管理人员列席了会议， 会议由董事长张杨先生主持。本次会议召开的时间、地点、方式符合《中华人民 共和国公司法》等有关法律、行政法规、部门规章、规范性文件和《上海城地香 江数据科技股份有限公司公司章程》的有关规定。 二、董事会会议审议情况 （一）审议通过了《关于修订 <总经理工作细则> 的议案》。 表决结果：7 票同意，0 票反对，0 票弃权。 （二）审议通过了《关于回购注销部分限制性股票的议案》。 【详细内容见上海证券交易所网站(http://www.sse.com.cn/)披露的《上海城地 香江数据科技股份有限公 ...