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计算机行业周报:H200获批对华出口,AI算力与应用产业链共振向上-20251211
BOHAI SECURITIES· 2025-12-11 08:48
行 行业周报 业 H200 获批对华出口,AI 算力与应用产业链共振向上 | 研 | | | | | ——计算机行业周报 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师: | 连天龙 | SAC NO: | S1150525070002 2025 年 | 12 | 月 | | 日 | 11 | | | | 计算机 | | 投资要点: | | | | | | | | | | 证券分析师 连天龙 |  | 行业要闻 | | | | | | | | | | liantl@bhzq.com | | (1)美国称将允许英伟达向中国出售 | 人工智能芯片; H200 | | | | | | | | | 022-23861563 | | (2)阿里巴巴成立千问 C | 端事业群,目标打造"超级 App"; | | | | | | | | | 重点品种推荐 | | (3)百度集团正就分拆昆仑芯上市进行评估。 | | | | | | | | | | 虹软科技 | 增持  | 公司公告 | | ...
金桥信息不超6.15亿定增获上交所通过 国泰海通建功
Zhong Guo Jing Ji Wang· 2025-12-09 02:55
中国经济网北京12月9日讯金桥信息(603918)(603918.SH)昨日晚间发布《关于向特定对象发行A股股 票申请获得上海证券交易所审核通过的公告》。 公告显示,金桥信息于2025年12月8日收到上交所《关于上海金桥信息股份有限公司向特定对象发行股 票的交易所审核意见》,公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。上交 所将在收到公司申请文件后提交中国证监会注册。 金桥信息表示,公司本次向特定对象发行A股股票事项尚需获得中国证监会做出同意注册的决定后方可 实施。最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况,严格按照有关法律法规的规定和要求及时履行信息披露义务。 本次发行对象所认购的股份自发行结束之日起6个月内不得转让,有关法律、法规对发行对象认购本次 发行股票的限售期另有规定的,从其规定。 截至预案公告日,公司本次向特定对象发行股票尚未确定发行对象,因而无法确认发行对象与公司之间 的关系。本次发行过程中,公司将针对构成关联交易的认购对象,严格按照有关法律法规要求及公司内 部规定履行关联交易审批程序,并在《发行情况报告书》中予以披露。 金国培在 ...
金桥信息非公开发行股票申请审核状态变更为审核通过
Zheng Quan Shi Bao· 2025-12-09 01:29
金桥信息(603918)非公开发行股票申请审核状态变更为审核通过,本次发行保荐机构为国泰海通证券股 份有限公司。 ...
上海金桥信息股份有限公司关于向特定对象发行A股股票申请获得上海证券交易所审核通过的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:603918 证券简称:金桥信息 公告编号:2025-095 上海金桥信息股份有限公司(以下简称"公司")于2025年12月8日收到上海证券交易所(以下简称"上交 所")《关于上海金桥信息股份有限公司向特定对象发行股票的交易所审核意见》,具体意见如下: "上海金桥信息股份有限公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所 将在收到你公司申请文件后提交中国证监会注册。" 公司本次向特定对象发行A股股票事项尚需获得中国证券监督管理委员会(以下简称"中国证监会")做 出同意注册的决定后方可实施。最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公 司将根据该事项的进展情况,严格按照有关法律法规的规定和要求及时履行信息披露义务。敬请广大投 资者注意投资风险。 特此公告。 上海金桥信息股份有限公司 关于向特定对象发行A股股票申请 获得上海证券交易所审核通过的公告 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。 上海金桥信息股份有限公司董事会 20 ...
金桥信息(603918) - 关于向特定对象发行A股股票申请获得上海证券交易所审核通过的公告
2025-12-08 09:45
证券代码:603918 证券简称:金桥信息 公告编号:2025-095 上海金桥信息股份有限公司 关于向特定对象发行 A 股股票申请 上海金桥信息股份有限公司董事会 2025 年 12 月 9 日 获得上海证券交易所审核通过的公告 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。 上海金桥信息股份有限公司(以下简称"公司")于 2025 年 12 月 8 日收 到上海证券交易所(以下简称"上交所")《关于上海金桥信息股份有限公司向 特定对象发行股票的交易所审核意见》,具体意见如下: "上海金桥信息股份有限公司向特定对象发行股票申请符合发行条件、上市 条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注册。" 公司本次向特定对象发行 A 股股票事项尚需获得中国证券监督管理委员会 (以下简称"中国证监会")做出同意注册的决定后方可实施。最终能否获得中 国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况,严格按照有关法律法规的规定和要求及时履行信息披露义务。敬请广大投资 者注意投资风险。 特此公告。 ...
金桥信息跌2.09%,成交额2.14亿元,主力资金净流出1929.25万元
Xin Lang Cai Jing· 2025-11-27 05:47
Core Viewpoint - The stock price of Jinqiao Information has shown a mixed performance in recent months, with a year-to-date increase of 39.78% but a decline of 10.52% over the past 60 days, indicating volatility in investor sentiment and market conditions [2][3]. Financial Performance - For the period from January to September 2025, Jinqiao Information reported a revenue of 427 million yuan, reflecting a year-on-year growth of 19.17%. However, the net profit attributable to shareholders was a loss of 59.63 million yuan, which still represents a 17.36% increase compared to the previous year [3]. Stock Market Activity - As of November 27, Jinqiao Information's stock price was 17.78 yuan per share, with a market capitalization of 6.497 billion yuan. The stock experienced a decline of 2.09% during the trading session, with a trading volume of 214 million yuan and a turnover rate of 3.26% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) seven times this year, with the most recent appearance on May 15, where it recorded a net buy of -82.28 million yuan [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Jinqiao Information was 66,200, a decrease of 3.51% from the previous period. The average number of circulating shares per shareholder increased by 3.64% to 5,518 shares [3]. - The top ten circulating shareholders include notable funds, with some new entrants and others reducing their holdings. For instance, 富国新兴产业股票A (Fuguo New Industry Stock A) is the fourth-largest shareholder, having reduced its holdings by 2.1183 million shares [4].
上海金桥信息股份有限公司 关于变更保荐机构及保荐代表人的公告
Core Points - The company has received approval from the China Securities Regulatory Commission for a non-public issuance of up to 46,633,418 A-shares, which was completed in April 2021 [1] - The company has appointed Guotai Junan Securities as the new sponsor for its upcoming issuance of A-shares, following the expiration of the previous sponsor's supervision period [1][2] - The previous sponsor, Shenwan Hongyuan, will transfer its ongoing supervisory responsibilities to Guotai Junan [2] Group 1 - The company expressed gratitude to Shenwan Hongyuan and its project team for their work [3] - The new sponsor representatives, Yang Fan and Fang Liang, have extensive experience in investment banking and have participated in various IPO and private placement projects [4]
金桥信息(603918) - 关于变更保荐机构及保荐代表人的公告
2025-11-26 11:30
证券代码:603918 证券简称:金桥信息 公告编号:2025-094 上海金桥信息股份有限公司 关于变更保荐机构及保荐代表人的公告 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。 根据中国证券监督管理委员会(以下简称"中国证监会")出具的《关于核准 上海金桥信息股份有限公司非公开发行股票的批复》(证监许可〔2020〕2268 号),上海金桥信息股份有限公司(以下简称"公司")获准非公开发行人民币普 通股(A 股)不超过 46,633,418 股新股(以下简称"前次向特定对象发行"),并 已于 2021 年 4 月完成发行。申万宏源证券承销保荐有限责任公司(以下简称"申 万宏源")担任公司前次向特定对象发行的保荐机构,法定持续督导期至 2022 年 12 月 31 日止。因前述期限届满后公司募集资金尚未使用完毕,申万宏源继 续履行募集资金相关的持续督导职责。 公司于 2025 年 7 月 25 日召开第五届董事会第三十次会议,并于 2025 年 8 月 11 日召开 2025 年第三次临时股东大会,审议通过了公司 2025 年 ...
上海金桥信息股份有限公司 关于向特定对象发行股票摊薄即期回报、填补即期回报措施及相关主体承诺事项(修订稿)的公告
Core Viewpoint - The company is planning to issue shares to specific investors, which will dilute immediate returns but includes measures to compensate for this dilution and ensure investor protection [1][4][12]. Financial Impact - The company analyzed the impact of the share issuance on key financial metrics, assuming a maximum issuance of 73,021,505 shares and a projected net profit for 2025 of -53.04 million yuan [1][2]. - Different scenarios for 2026 net profit were considered, including maintaining the 2025 level, a 10% reduction, and a 20% reduction [1][2]. Measures to Mitigate Dilution - The company will implement strict management of the raised funds, accelerate project implementation, and enhance governance to protect investor interests [9][10][11]. - A detailed profit distribution policy will be established to ensure consistent returns to shareholders, particularly focusing on cash dividends [12]. Project Relevance and Company Preparedness - The funds raised will enhance existing smart space solutions and expand into new technologies like cloud computing and AI, aligning with market demand and national policies [4][6]. - The company has a strong talent pool and technical expertise, with a focus on continuous training and development [6][7]. - A comprehensive market network has been established, with a diverse client base across various sectors, ensuring robust market support [8]. Commitments from Management - The controlling shareholder and management have made irrevocable commitments to uphold the measures for compensating immediate returns and to avoid actions that could harm the company's interests [13][14].
上海金桥信息股份有限公司第六届董事会第二次会议决议公告
Group 1 - The company held its sixth board meeting on November 24, 2025, with all nine directors present, and the meeting was deemed legally valid [2][3]. - The board approved the adjustment of the total amount of funds to be raised through a specific stock issuance from 633.38 million yuan to 615.38 million yuan, with the net proceeds to be used for specific investment projects [3][4]. - The board also approved the revised proposal for the issuance of A-shares, which included adjustments to comply with new regulations and the cancellation of the supervisory board [7][8]. Group 2 - The company received an inquiry letter from the Shanghai Stock Exchange regarding its application for the issuance of shares to specific targets on October 24, 2025, and has since addressed the inquiries and updated the relevant documents [20][21]. - The issuance of shares is subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the timing and outcome of these approvals [21][23]. Group 3 - The company has committed to measures to mitigate the dilution of immediate returns resulting from the share issuance, including strict management of raised funds and enhancing operational efficiency [26][30]. - The company plans to invest the raised funds in projects that complement its existing smart space solutions and leverage new technologies such as cloud computing and artificial intelligence [30][31]. - The company has established a robust talent pool and technical capabilities to support the implementation of the investment projects, ensuring alignment with market demands [33][34][35].