证券代码：688500 证券简称：慧辰股份 公告编号：2025-058 北京慧辰资道资讯股份有限公司 关于 2025 年限制性股票激励计划第一类限制性股票 暂缓授予部分限制性股票的结果公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 2、暂缓授予数量：10.00 万股，来源为公司向激励对象定向发行的公司 A 股普通股； 3、暂缓授予人数：1 人； 1 第一类限制性股票登记日：2025 年 9 月 25 日 第一类限制性股票登记数量：10.00 万股 根据中国证监会《上市公司股权激励管理办法》、上海证券交易所、中国证 券登记结算有限责任公司上海分公司（以下简称"中证登上海分公司"）有关规定， 北京慧辰资道资讯股份有限公司（以下简称"公司"）已收到中证登上海分公司 出具的《证券变更登记证明》。根据《证券变更登记证明》，公司于 2025 年 9 月25日完成了2025年限制性股票激励计划第一类限制性股票暂缓授予部分的登 记工作，有关具体情况公告如下： 一、第一类限制性股票暂缓授予情况 （一）第一类限制性股票暂 ...

从资金流向上来看，当日IT服务板块主力资金净流出59.97亿元，游资资金净流入14.29亿元，散户资金净 流入45.68亿元。IT服务板块个股资金流向见下表： 证券之星消息，9月26日IT服务板块较上一交易日下跌3.62%，慧辰股份领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688251 | 井松智能 | 29.90 | 15.76% | 9.54万 | 2.70亿 | | 300096 | ST易联众 | 6.39 | 2.24% | 19.50万 | 1.28亿 | | 300277 | 海联讯 | 15.53 | 2.17% | 19.12万 | 2.98亿 | | 300300 | 海峡创新 | 4.77 | 1.49% | 32.96万 | 1.59亿 | | 002380 | 科远智慧 | 27.28 | 1.07% | 5.66万 | 1.54亿 ...

格隆汇9月23日丨慧辰股份(688500.SH)在投资者互动平台表示，公司在算力业务涵盖软件及硬件业务， 以提供软件平台为主。公司凭借在数据、算法模型及算力资源应用的多年积累，自主研发的融合算力管 理服务平台。该平台可实现高效整合算力资源，平台支持跨厂商（Nvidia、AMD、华为昇腾等）、跨 区域的多元异构算力资源整合调度，构建统一管理的算力资源池，解决了传统算力分散、调度低效的问 题，大幅提升资源利用效率；平台可实现灵活适配多元场景，无论是AI模型训练还是推理部署，平台 实现通过K8s集群管理与Slurm任务编排，实现大规模并行运算的高效支持，满足不同企业的个性化算 力需求；可实现加速AI研发落地，平台预置了丰富的AI训练框架、模型镜像及全流程开发工具链，贯 穿数据处理、算法设计、模型训练到部署的全环节，让研发人员无需关注底层算力细节，专注于算法创 新，助力AI应用快速部署落地。目前，融合算力管理平台已有签约客户落地，公司将持续推进业务合 作，赋能客户算力资源及AI应用。 ...

Core Viewpoint - The stock of Huichen Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 139.56% and a recent decline of 2.00% on September 17, 2023, indicating volatility in investor sentiment and market activity [1][2]. Company Overview - Huichen Co., Ltd. was established on November 14, 2008, and went public on July 16, 2020. The company provides business operation analysis and customized industry analysis solutions based on various data sources [2]. - The main revenue composition of the company is 83.82% from data products and 16.18% from solutions [2]. - The company operates in the IT services sector, specifically under the subcategory of IT services III, and is involved in several concept sectors including smart agriculture, AI agents, and smart governance [2]. Financial Performance - For the first half of 2025, Huichen Co., Ltd. reported a revenue of 202 million yuan, reflecting a year-on-year growth of 14.79%. However, the net profit attributable to the parent company was a loss of 32.03 million yuan, which is an increase of 11.11% compared to the previous year [2]. - The company has cumulatively distributed 7.43 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Huichen Co., Ltd. was 6,844, an increase of 2.86% from the previous period. The average number of circulating shares per shareholder was 10,712, a decrease of 2.78% [2]. - Among the top ten circulating shareholders, the Jin Ying Reform Dividend Mixed Fund holds 1.17 million shares, marking it as a new shareholder [3]. Market Activity - On September 17, 2023, the stock price was reported at 82.17 yuan per share, with a trading volume of 60.81 million yuan and a turnover rate of 1.00%. The total market capitalization was 6.179 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase on August 6 amounting to 58.71 million yuan, accounting for 20.30% of the total trading volume [1].

证券代码：688500 证券简称：慧辰股份 公告编号：2025-056 北京慧辰资道资讯股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 09 月 29 日 （星期一） 15:00-16:00 董事长、总经理：赵龙 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 22 日 （星期一） 至 09 月 26 日 （星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 dmb.hcr@hcr.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 北京慧辰资道资讯股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 20 ...

证券代码：688500 证券简称：慧辰股份 公告编号：2025-057 北京慧辰资道资讯股份有限公司 2025年第三次临时股东会决议公告 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 9 月 15 日 （二） 股东会召开的地点：北京市朝阳区酒仙桥北路甲 10 号院 102 号楼 6 层公 司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 30 | | --- | --- | | 普通股股东人数 | 30 | | 2、出席会议的股东所持有的表决权数量 | 25,816,505 | | 普通股股东所持有表决权数量 | 25,816,505 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 34.9181 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 34.9181 | 注：截至本次股东大会股权登记日，公司回购专用账户中股份数为 1,262,351 股，不享有股 东大会表决权。 （四） 表决方式是否符合《公司 ...

北京市金杜律师事务所 关于北京慧辰资道资讯股份有限公司 2025 年第三次临时股东会 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括： 的法律意见书 致：北京慧辰资道资讯股份有限公司 北京市金杜律师事务所（以下简称本所）接受北京慧辰资道资讯股份有限公 司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券 法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管 理委员会（以下简称中国证监会）《上市公司股东会规则》（以下简称《股东会 规则》）等中华人民共和国境内（以下简称中国境内，为本法律意见书之目的， 不包括中国香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法 律、行政法规、规章和规范性文件和现行有效的《北京慧辰资道资讯股份有限公 司章程》（以下简称《公司章程》）有关规定，指派本所律师出席公司于 2025 年 9 月 15 日召开的 2025 年第三次临时股东会（以下简称本次股东会），并就本 次股东会相关事项出具本法律意见书。 7. 公司本次股东会议案及涉及相关议案内容的公告等文件； 8. 其他会议文件。 公司已向本所保证，公司已向本所披露一切足以影响本法 ...

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].

Core Viewpoint - The article discusses the recent surge in A-share computing power concept stocks, driven by significant capital expenditures from major domestic companies and the rapid development of AI technology, indicating a potential turning point for the data center sector [2][4][9]. Group 1: Market Movements - Afternoon trading saw notable movements in computing power concept stocks, with Data Port and Ronglian Technology hitting the daily limit, while Yitian Intelligent and Huichen shares also saw significant increases [2][6]. - By the end of trading, Yitian Intelligent rose by 11.02%, Ronglian Technology reached the daily limit, and Huichen shares increased by 7%, with several other stocks also showing gains of over 5% [6]. Group 2: Capital Expenditure Insights - Market rumors suggest that a major company's substantial capital expenditure guidance (up to 2030) is a key factor behind the stock price increases of related companies [4]. - In Q2 of this year, Tencent and Alibaba reported capital expenditure growth of 119% and 220%, respectively, with Alibaba investing over 100 billion yuan in AI infrastructure and products over the past four quarters, aiming for a total of 380 billion yuan in capital expenditures over three years [4]. Group 3: Industry Trends - Analysts believe that the data center sector is on the verge of a breakout, similar to the previous surge in the liquid cooling sector, with AI technology reshaping the industry landscape [6][9]. - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the sector [7]. Group 4: Future Outlook - Tianfeng Securities indicates that AI development is driving upgrades in data centers, with increasing power demands and larger-scale deployments expected [9]. - The capital expenditure (CAPEX) of major overseas cloud providers like Microsoft, Amazon, Google, and Meta is showing strong growth, with projected compound annual growth rates (CAGR) of 33.74% to 26.13% from 2021 to 2024 [9]. - Domestic internet giants are also ramping up AI investments, with Tencent's capital expenditure expected to reach 96.05 billion yuan in 2024, reflecting a year-on-year growth of 102.6% [9]. Group 5: Regulatory Environment - The introduction of IDC industry policies is expected to support healthy and orderly development in the sector, with initiatives like "East Data West Calculation" providing clear directions for the scaling and intensive development of data centers [10].

每经AI快讯，慧辰股份（SH 688500，收盘价：78.3元）9月12日晚间发布公告称，截至2025年9月12 日，北京慧辰资道资讯股份有限公司股东文昌琢朴企业管理事务所（有限合伙）持有公司股份约425万 股，占公司总股本的5.65%。本次质押完成后，其累计质押公司股份182万股，占其持股总数的42.8%， 占公司总股本的2.42%。 2024年1至12月份，慧辰股份的营业收入构成为：TMT占比38.17%，快速消费品占比22.85%，其他占比 19.59%，耐用消费品占比17.83%，政府占比1.55%。 （记者 曾健辉） 截至发稿，慧辰股份市值为59亿元。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ ...