（文章来源：证券时报网） 据iFind统计，截至8月1日，沪深两市共有137只个股连续5日或5日以上获融资净买入。连续获融资净买 入天数最多的股票是道恩股份、城地香江、惠城环保，均已连续15个交易日获净买入；连续获融资净买 入天数较多的还有高测股份、聚和材料、建设银行、聚辰股份、汇隆新材、中国宝安、新泉股份、融发 核电、宏润建设、盐津铺子等股，分别获13个、12个、11个、11个、10个、9个、9个、8个、8个、8个 交易日净买入。 ...

Core Viewpoint - The company has signed a contract for the "Bohong Ulanqab Smart Education Industrial Base Project Phase I Electromechanical General Contracting Project," which is expected to positively impact future revenues [35][36]. Group 1: Project Details - Project Name: Bohong Ulanqab Smart Education Industrial Base Project Phase I Electromechanical General Contracting Project [2] - Contract Amount: The total contract price is approximately ¥840 million (about $120 million), with a non-tax amount of approximately ¥770.64 million (about $110 million) and a tax amount of approximately ¥69.36 million (about $10 million) [7][8]. - Construction Scope: The project includes the construction of two buildings (Building 111 and Building 112) with a total area of 24,600 square meters and an IT capacity of 60MW [2][3]. Group 2: Responsibilities and Risks - The company, as a member of the bidding consortium, will fulfill its contractual obligations and is expected to generate corresponding revenue [35]. - The contract includes clauses regarding breach of contract, specifying the responsibilities and penalties for both the contractor and the client [9][19][22].

证券简称：城地香江 证券代码：603887 公告编号：2025-087 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。 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 7 月 23 日披露了《关于全资子公司签订合同进展的公告》（公告号：2025-084），现各相 关方已完成该项目合同的签署，具体情况如下： 一、项目基本情况及主要条款 1、项目名称：博通乌兰察布数智能教产业基地项目一期机电总承包工程 2、发包人：乌兰察布博通世达科技有限公司 3、承包人主要信息 中标人：中建三局第一建设工程有限责任公司（联合体牵头人） 香江系统工程有限公司（联合体成员） 4、工程承包范围 一期建设规模：111#栋及 112#栋共两栋，单体建筑建筑面积 2.46 万平米， 每栋规划 IT 容量 30MW，总容量 60MW（IT 功率）。 承包范围：包括但不限于 111#栋及 112#栋以下系统的设备材料供应及安装： （1）建筑电气工程的中压 10KV 系统，0 ...

Group 1 - A total of 168 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more as of July 30 [1] - The stock with the longest consecutive net inflow days is Chunzhong Technology, which has seen net inflows for 16 trading days [1] - Other notable stocks with significant consecutive net inflow days include Longqi Technology, Daon Shares, Chengdi Xiangjiang, Huicheng Environmental Protection, Gaocai Shares, Juhe Materials, Wancheng Group, Huaxi Biological, and Xindian Software, with 14, 13, 13, 13, 11, 10, 10, 10, and 10 trading days of net inflows respectively [1]

Core Viewpoint - As of July 29, a total of 187 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Continuous Net Inflows - The stock with the longest continuous net inflow is Chunzong Technology, which has seen net buying for 15 consecutive trading days [1] - Other notable stocks with significant net inflow days include Yunnan Baiyao (14 days), Longqi Technology (13 days), and Huicheng Environmental Protection (12 days) [1] - Additional stocks with 12 days of net inflows include Intercontinental Oil & Gas, Daon Co., Chengdi Xiangjiang, and Gaoce Co., while Dongfang Cable has seen net inflows for 10 days [1]

证券简称：城地香江 证券代码：603887 公告编号：2025-085 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。 重要内容提示： 1、项目名称：博通乌兰察布数智能教产业基地项目一期机电总承包工程 2、发包人：乌兰察布博通世达科技有限公司 3、承包人主要信息 中标人：中建三局第一建设工程有限责任公司（联合体牵头人） 香江系统工程有限公司（联合体成员） 4、工程承包范围 一期建设规模：111#栋及 112#栋共两栋，单体建筑建筑面积 2.46 万平米， 每栋规划 IT 容量 30MW，总容量 60MW（IT 功率）。 承包范围：包括但不限于 111#栋及 112#栋以下系统的设备材料供应及安装： （1）建筑电气工程的中压 10KV 系统，0.4kV 配电系统，IT 配电系统，空 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和香江系统 ...

证券简称：城地香江 证券代码：603887 公告编号：2025-086 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。 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"）前期已披露全资 子公司香江系统作为联合体成员中标候选"中国电信上海公司临港园区数据中心 项目"的提示性公告（公告号：2025-016），后续因联合体内部约定，香江系统 签署了"中国电信上海公司临港园区数据中心 A2 楼及 A3 楼工程"项目工程 EPC 承包合同（以下简称"EPC 合同"），公司也已就相关内容进行了公告（公告号： 2025-027），现本项目承包方，即张家口秦云信息科技有限公司（以下简称"秦 云科技"）与香江系统所结成的联合体，与中国电信股份有限公司上海分公司完 成了本项目主协议的签署，公司就具体情况公告如下： 一、项目基本情况 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。 相关分工及收益已通 ...

证券简称：城地香江 证券代码：603887 公告编号：2025-084 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： 尚有相关方未签字盖章：截止目前，发包人乌兰察布博通世达科技有限公司尚未 完成正式合同签署，最终合同条款和合同履行以实际签署的合同为准。 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 6 月 10 日披露了《关于全资子公司收到中标通知书的公告》（公告号：2025-072），现中 标联合体牵头人中建三局第一建设工程有限责任公司和联合体成员香江系统工 程有限公司（公司全资子公司，以下简称"香江系统"）已完成了该项目合同的签 署，具体情况如下： 一、项目基本情况及主要条款 1、项目名称：博通乌兰察布数智能教产业基地项目一期机电总承包工程 2、发包人：乌兰察布博通世达科技有限公司 3、承包人主要信息 中标人：中建三局第一建设工程有限责任公司（联合体牵头人） 承包范围：包括但不限于 111#栋及 112#栋以下系统 ...

金十数据7月22日讯，城地香江公告称，公司全资子公司香江系统工程有限公司已与中建三局第一建设 工程有限责任公司组成的联合体完成了博通乌兰察布数智能教产业基地项目一期机电总承包工程的合同 签署。然而，发包人乌兰察布博通世达科技有限公司尚未完成正式合同的签署。该项目的暂定总价为 8.4亿元。项目工期和违约责任等条款在合同中有详细规定。 城地香江：全资子公司已完成项目合同签署 但发包人尚未签字盖章 ...

Core Viewpoint - The report highlights the growth and transformation of the IDC industry in China, emphasizing the shift towards high-quality, energy-efficient, and sustainable data center operations, driven by increasing demand for intelligent computing power and supportive government policies [1][2][3]. Company Overview - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. focuses on providing comprehensive IDC lifecycle services, including investment, operation, and integrated solutions [5][6]. - The company aims to leverage its full industry chain advantages to enhance its IDC investment and operation capabilities, expanding its presence beyond Shanghai to regions like Jiangsu and Inner Mongolia [6][14]. Industry Trends - As of the end of 2024, China's operational data center rack scale exceeds 8.8 million standard racks, with a year-on-year growth of 16.5% [1]. - The intelligent computing power scale reached 725.3 EFLOPS, growing approximately 74.1% year-on-year, with a market size of $19 billion, up 86.9% [1]. - By 2025, the intelligent computing power scale is expected to reach 1,037.3 EFLOPS, with a market size of $25.9 billion, indicating a robust growth trajectory [1]. Policy Support - The "Green and Low-Carbon Development Action Plan" mandates that by 2025, new large data centers must achieve a Power Usage Effectiveness (PUE) of less than 1.25, with national hub projects not exceeding 1.2 [2][3]. - Policies are encouraging the consolidation and upgrading of inefficient data centers, promoting energy-efficient technologies and renewable energy usage [2][4]. Financial Performance - The company's total assets increased by 9.13% to approximately 7.99 billion RMB, while net assets attributable to shareholders rose by 28.67% to approximately 3.55 billion RMB [8]. - Operating revenue decreased by 33.36% to approximately 1.62 billion RMB, and the net profit attributable to shareholders was negative at approximately -344.84 million RMB [8][9]. Business Development - The company has successfully implemented several intelligent computing center projects, marking a transition from traditional IDC services to advanced intelligent computing services [14][15]. - The company continues to expand its market presence through strategic partnerships with major telecommunications operators and participation in national initiatives like "East Data West Computing" [15][16]. Research and Development - The company has made significant advancements in green energy management and computing infrastructure, including the development of a dual-storage power supply system and optimization algorithms for energy efficiency [16][17]. - The company has successfully delivered over 600 integrated power module products, capturing a significant market share in the industry [17].