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A股算力租赁跨界:有梦想照进现实也有一戳就破的泡沫|焦点
Tai Mei Ti A P P· 2025-10-31 04:44
近日,历时近一年的群兴玩具(002575,SZ)跨界算力闹剧终于落下帷幕,这也宣告着又一个传统企 业跨界算力租赁的失败。 从2024年至今,生成式AI的爆发性发展,算力如同工业时代的电力一样,催生出一个巨大的市场。面 对主业增长的天花板,众多A股公司纷纷跨界涌入算力赛道,从传统制造到文化娱乐,从建筑工程到纺 织企业,都试图抓住这一黄金机遇。一时间 "皆可跨界算力" 成为资本市场奇观。 仅仅一年多时间后,跨界者们的命运正走向分化——有的黯然退出,有的苦苦支撑,有的则凭借协同效 应撑起业绩。 这场尚未结束的跨界算力租赁的大潮,究竟是时代赋予的机遇,还是新一轮概念炒作的泡沫,而谁又能 在其中分享红利。 各路企业涌入算力租赁赛道 这场跨界算力浪潮的兴起,和当下AI的爆发深度同频。 2024年,生成式人工智能迎来爆发性的发展,使得算力需求呈现指数级增长。全球范围内对算力的渴 求,催生了一个巨大且快速增长的市场。在这一背景下,A股市场中许多面临主业增长瓶颈或渴望抓住 风口的公司,纷纷将算力业务视为实现第二增长曲线乃至彻底转型的黄金机遇。 这股潮流来势汹汹,从2024年延续至今。不完全统计显示,有数十家A股公司宣布跨界算力 ...
“申”情相约 共赢文旅——近百家企业齐聚上海共话文旅新机遇
Core Insights - The event "2025 National Cultural and Tourism Listed Companies Shanghai Tour" highlighted the growing importance of the cultural and tourism industry in boosting consumer spending, with nearly 100 listed companies participating in the event [5][6] - Shanghai is positioning itself as a core area for future cultural and tourism industry development, with a focus on investment and consumption [5][6][13] Industry Development - Shanghai has developed a unique urban tourism resource over 40 years, characterized by urban, comprehensive, and international tourism [6] - The cultural and tourism sector in Xu Hui District is projected to exceed 150 billion yuan in revenue by 2024, accounting for over 20% of the city's total [6] - The Shanghai International Tourism Resort has established a "full-domain tourism" development model centered around Disneyland, enhancing the tourism industry in Shanghai and Pudong New Area [6] New Business Models - Companies are integrating "IP + AI + consumption" to drive growth in the cultural and tourism sector, with significant projects planned in Shanghai [7] - The Xu Hui District has introduced policies supporting cultural and creative industries, offering up to 30 million yuan in funding [8] - The industry is shifting from traditional tourism to a focus on lifestyle and emotional value, with an emphasis on technology integration [9] Investment Opportunities - The event underscored the importance of urban renewal projects in the cultural and tourism sector, with Shanghai's mature market and innovative environment facilitating new project development [11] - Companies are eager to collaborate on projects in micro-vacation, cultural creative districts, and digital tourism [11][12] - The discussion around investing in Shanghai's cultural and tourism sector has gained traction, with many companies expressing interest in future investments [13]
上海罗曼科技股份有限公司 2025年第三季度报告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:605289 证券简称:罗曼股份 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: 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假记载、误导性陈 述或重大遗漏,并承担个别和连带的法律责任。 公司负责人孙凯君、主管会计工作负责人张政宇及会计机构负责人(会计主管人员)张政宇保证季度报 告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位:元 币种:人民币 ■ 注:"本报告期"指本季度初至本季度末3个月期间,下同。 (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的,以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目,应说明原因。 □适用 √不适用 ( ...
罗曼股份:2025年前三季度归属于上市公司股东的净利润同比增长33.55%
Zheng Quan Ri Bao· 2025-10-28 12:18
证券日报网讯 10月28日晚间,罗曼股份发布2025年第三季度报告称,2025年前三季度公司实现营业收 入732,119,028.00元,同比增长63.10%;归属于上市公司股东的净利润为21,086,310.85元,同比 增长33.55%。 (文章来源:证券日报) ...
罗曼股份(605289.SH)发布前三季度业绩,归母净利润2109万元,同比增长33.55%
智通财经网· 2025-10-28 09:31
智通财经APP讯,罗曼股份(605289.SH)披露2025年第三季度报告,公司前三季度实现营收7.32亿元,同 比增长63.10%;归母净利润2109万元,同比增长33.55%;扣非净利润1938万元,同比增长94.69%;基本每 股收益0.19元。 ...
罗曼股份(605289.SH):第三季度净利润785.81万元,同比下降26.30%
Ge Long Hui A P P· 2025-10-28 08:25
格隆汇10月28日丨罗曼股份(605289.SH)公布,公司第三季度实现营业收入3亿元,同比增长50.74%;归 属于上市公司股东的净利润785.81万元,同比下降26.30%;归属于上市公司股东的扣除非经常性损益的 净利润613.21万元,同比增长25.97%;基本每股收益0.07元。 ...
罗曼股份(605289) - 2025 Q3 - 季度财报
2025-10-28 08:05
上海罗曼科技股份有限公司 2025 年第三季度报告 证券代码:605289 证券简称:罗曼股份 上海罗曼科技股份有限公司 2025 年第三季度报告 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: 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假记载、误 导性陈述或重大遗漏,并承担个别和连带的法律责任。 公司负责人孙凯君、主管会计工作负责人张政宇及会计机构负责人(会计主管人员)张政宇保证 季度报告中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 (一) 主要会计数据和财务指标 单位:元 币种:人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 299,747,290.94 | 50.74 | ...
罗曼股份:第三季度归母净利润785.81万元,同比下降26.30%
Xin Lang Cai Jing· 2025-10-28 08:01
Core Viewpoint - Roman Co. reported a significant increase in revenue for Q3 2025, but net profit experienced a decline compared to the previous year [1] Financial Performance - In Q3 2025, the company achieved a revenue of 300 million yuan, representing a year-on-year growth of 50.74% [1] - The net profit attributable to shareholders was 7.8581 million yuan, showing a year-on-year decrease of 26.30% [1] - Basic earnings per share for Q3 2025 were 0.07 yuan [1] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 732 million yuan, which is a year-on-year increase of 63.10% [1] - The net profit attributable to shareholders for the first three quarters was 21.0863 million yuan, reflecting a year-on-year growth of 33.55% [1] - Basic earnings per share for the first three quarters were 0.19 yuan [1]
罗曼股份:第三季度净利润785.81万元,下降26.30%
Xin Lang Cai Jing· 2025-10-28 07:53
罗曼股份公告,第三季度营收为3亿元,同比增长50.74%;净利润为785.81万元,下降26.30%。前三季 度营收为7.32亿元,同比增长63.10%;净利润为2108.63万元,同比增长33.55%。 ...
专业工程板块10月16日跌1.61%,华电科工领跌,主力资金净流出5.41亿元
Market Overview - The professional engineering sector experienced a decline of 1.61% on October 16, with Huadian Technology leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the professional engineering sector included: - China Aluminum International (601068) with a closing price of 5.26, up 1.35% [1] - Southeast Network Framework (002135) at 4.71, up 1.29% [1] - China National Materials International (600970) at 9.42, up 0.96% [1] - Significant decliners included: - Huadian Technology (601226) at 7.44, down 4.25% [2] - Zhongyan Dadi (003001) at 23.62, down 3.83% [2] - Jinggong Steel Structure (600496) at 4.08, down 3.32% [2] Capital Flow - The professional engineering sector saw a net outflow of 541 million yuan from institutional investors, while retail investors contributed a net inflow of 411 million yuan [2][3] - The capital flow for specific stocks indicated: - Roman Co. (605289) had a net inflow of 28.30 million yuan from institutional investors [3] - Jinggong Steel Structure (600496) saw a net inflow of 61.01 million yuan from retail investors [3] - ST Tianlong (300029) had a net inflow of 1.50 million yuan from retail investors [3]