深桑达A8月1日大宗交易平台共发生3笔成交，合计成交量1116.24万股，成交金额2.70亿元。成交价格 均为24.18元，相对今日收盘价折价2.38%。从参与大宗交易营业部来看，机构专用席位共出现在1笔成 交的买方或卖方营业部中，合计成交金额为2.00亿元，净买入2.00亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，深桑达A今日收盘价为24.77元，上涨9.99%，日换手率为6.83%，成交额为 17.98亿元，全天主力资金净流入2.70亿元，近5日该股累计上涨6.91%，近5日资金合计净流入2.41亿 元。 两融数据显示，该股最新融资余额为6.97亿元，近5日增加6535.34万元，增幅为10.35%。（数据宝） 8月1日深桑达A大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 826.04 | 19973.60 | 24.18 | -2.38 | 机构专用 | 平安证券股份有限公 司四 ...

8月1日，沪指跌0.37%报3559点，深证成指跌0.17%，创业板指跌0.24%，全市场超3300股上涨。盘面上，中药板块爆发，光伏设备、教育板块走高，另外， 船舶制造、航母概念、民爆概念走弱。 高位股方面，西藏旅游一度跌停，阳光乳业、中化装备跌超9%，市场连板高度降至3板。胜通能源一字涨停晋级3连板，西藏+医药概念的奇正藏药3连板， 亚太药业、天府文旅反包涨停走出5天3板。 | 市场 | 代码 | 名称 | 景日涨幅 | 当日价格 | 换手率 | 士 领 | * 之际史 | | --- | --- | --- | --- | --- | --- | --- | --- | | 材 | 688800 | 瑞可达 | +19.99% | 64.10 | 16.84% | 21.62亿 | 2.55亿 | | 深 | 300724 | 捷佳伟创 | +20.00% | 66.19 | 16.84% | 31.69亿 | 2.33 Z | | 深 | 000032 | 深桑达A | +9.99% | 24.77 | 6.83% | 17.98亿 | 1.93亿 | | 深 | 002370 | 北大约北 | +9 ...

Core Insights - The Central State-Owned Enterprises Innovation-Driven Index (000861) has shown a 0.31% increase as of July 29, 2025, with notable stock performances from companies like Changfei Fiber (9.58% increase) and China Railway Construction Heavy Industry (5.43% increase) [3] - The Central State-Owned Enterprises Innovation-Driven ETF (515900) has risen by 0.32%, with a recent price of 1.55 yuan, and has accumulated a 3.77% increase over the past two weeks [3] - Market consensus remains focused on "low valuation cycle recovery" and "technology growth industry trends," with sector rotation intensifying [3] Performance Metrics - The Central State-Owned Enterprises Innovation-Driven ETF has seen a significant scale increase of 1.16 billion yuan over the past two weeks, ranking in the top quarter among comparable funds [4] - The ETF's net value has increased by 11.25% over the past year, with a maximum monthly return of 15.05% since inception [4] - The ETF has a year-to-date relative drawdown of 0.08%, with the fastest recovery time among comparable funds at 105 days [5] Fee and Tracking Precision - The management fee for the Central State-Owned Enterprises Innovation-Driven ETF is 0.15%, and the custody fee is 0.05%, both of which are the lowest among comparable funds [5] - The ETF has a tracking error of 0.038% over the past five years, indicating the highest tracking precision among comparable funds [5] Index Composition - The Central State-Owned Enterprises Innovation-Driven Index comprises 100 representative listed companies evaluated for innovation and profitability, with the top ten weighted stocks accounting for 34.87% of the index [5]

Market Overview - The Shanghai Composite Index closed at 3595.19 points, slightly down by 0.08%, and remains above the six-month moving average [1] - The total trading volume of A-shares reached 1,145.862 billion yuan [1] Stocks Performance - A total of 44 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Hexin Instrument (17.10%) - Dekeli (16.12%) - Lais Information (7.54%) [1] - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Junda Co., Ltd. - Taihe Intelligent - Aikodi [1] Notable Stocks - Hexin Instrument (688622) saw a price increase of 20.00% with a turnover rate of 3.28% [1] - Dekeli (688205) increased by 17.49% with a turnover rate of 23.70% [1] - Lais Information (688631) rose by 7.96% with a turnover rate of 7.58% [1] - Other notable stocks include: - Xinganjiang (873167) up by 13.11% - Anpeilong (301413) up by 10.81% [1] Additional Stocks with Positive Movement - Other stocks with positive movement include: - Haiziwang (301078) up by 4.48% - Naxinwei (688052) up by 7.92% - Tianzhun Technology (688003) up by 4.52% [1]

中国电子云筑牢智算基石，赋能行业 AI 数智化落地 事件概述 2025 年 07 月 22 日 深桑达 A(000032.SZ) 1) 近日，深桑达所属公司中国电子云与沐曦集成电路(上海)股份有 限公司在上海签署战略合作协议，双方将在垂类大模型训练/推理中 心、行业专属云等关键应用场景中共创共建，合力推动中国人工智能 产业生态的高质量发展。 2）深桑达发布 2025 年半年度业绩预告，虽然归母净利润亏损较上年 同期有所扩大，但以中国电子云为代表的数字与信息服务业务在云计 算、人工智能、数据创新方面持续优化研发投入，新签合同额特别是 自研产品新签合同额均呈现增长，经营亏损较上年同期相应缩减。 中国电子云携手沐曦支撑国家自主计算产业体系 根据公司 2024 年年报披露：深桑达旗下"中国电子云"是中国电子 集团（CEC）唯一云产品及品牌，是中国电子自主计算产业体系的重 要组成部分。依托中国电子自主计算体系，公司以市场需求为牵引， 面向国防、能源、金融、交通、卫健等关键行业，以及党政、公共服 务等领域提供数字化解决方案，致力于成为数字基础设施和数据资源 体系的建设者和运营商。根据 IDC 发布的《中国智算服务市场（2 ...

Group 1 - The company expects a net loss for the reporting period, with a projected loss of 98 million to 85 million yuan, compared to a loss of 37.89 million yuan in the same period last year [1] - The net profit attributable to shareholders, after deducting non-recurring gains and losses, is expected to be a loss of 123 million to 110 million yuan, compared to a loss of 89.45 million yuan in the previous year [1] - The basic earnings per share are projected to be a loss of 0.0861 to 0.0747 yuan per share, compared to a loss of 0.0333 yuan per share in the same period last year [1] Group 2 - The company has seen a decline in revenue and gross margin from its high-tech industry service business compared to the same period last year [1] - The company is actively adjusting its business strategy by expanding overseas, with new contract amounts in overseas business reaching 3.3 billion yuan in the first half of 2025, a significant increase from the previous year [1] - The company is also focusing on improving its product and service structure to increase the proportion of high-value projects [1] Group 3 - The digital and information service business has focused on core functional needs of major customer groups, optimizing R&D investment in cloud computing, artificial intelligence, and data innovation [2] - The company has increased its market development efforts in key industries, participating in the construction and operation of high-quality data sets, which has enhanced its core competitiveness in the digital and information service sector [2] - The operating loss in this segment has been reduced compared to the previous year, with new contract amounts, especially for self-developed products, showing growth [2]

[Shenzhen Sed Industry Co., Ltd. 2025 Interim Results Forecast](index=1&type=section&id=%E6%B7%B1%E5%9C%B3%E5%B8%82%E6%A1%91%E8%BE%BE%E5%AE%9E%E4%B8%9A%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8%202025%20%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant increase in net loss for the first half of 2025 compared to the prior year Performance Forecast Details | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: RMB 85 million – 98 million | Loss: RMB 37.89 million | | **Net Profit after Non-recurring Items** | Loss: RMB 110 million – 123 million | Loss: RMB 89.45 million | | **Basic Earnings Per Share** | Loss: RMB 0.0747/share – 0.0861/share | Loss: RMB 0.0333/share | [Forecast Period](index=1&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%9C%9F%E9%97%B4) The financial data in this performance forecast covers the first half of 2025 - The performance forecast covers the first half of 2025, from January 1 to June 30, 2025[2](index=2&type=chunk) [Forecast Details](index=1&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects a wider net loss year-over-year, with attributable net loss expanding significantly - Net profit attributable to shareholders for H1 2025 is projected to be a **loss between RMB 85 million and RMB 98 million**[3](index=3&type=chunk) - Compared to the prior year, both the net loss attributable to shareholders (RMB 37.89 million) and net loss after non-recurring items (RMB 89.45 million) have **widened significantly**[3](index=3&type=chunk) [Communication with the Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The financial data presented in this forecast is preliminary and has not been audited by a certified public accountant - The financial data in this performance forecast has **not been audited** by a certified public accountant[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The increased loss is mainly due to lower revenue and margins in the high-tech services business [High-tech Industry Services Business Analysis](index=1&type=section&id=%E9%AB%98%E7%A7%91%E6%8A%80%E4%BA%A7%E4%B8%9A%E6%9C%8D%E5%8A%A1%E4%B8%9A%E5%8A%A1) This segment's declining revenue and gross margin are the primary drivers of the company's wider losses - During the reporting period, both **operating revenue and gross profit margin** for the high-tech industry services business declined year-over-year[5](index=5&type=chunk) - The company is actively expanding overseas, with **new overseas contract value reaching RMB 3.3 billion** in H1 2025, a substantial year-over-year increase[5](index=5&type=chunk)[6](index=6&type=chunk) - Other countermeasures include optimizing the product and service mix to increase the share of high-value projects and strengthening operational management[6](index=6&type=chunk) [Digital and Information Services Business Analysis](index=2&type=section&id=%E6%95%B0%E5%AD%97%E4%B8%8E%E4%BF%A1%E6%81%AF%E6%9C%8D%E5%8A%A1%E4%B8%9A%E5%8A%A1) This segment showed positive momentum with a narrowing operating loss due to strategic focus and R&D optimization - The business focused on cloud computing, AI, and data innovation while expanding into key industry markets and participating in high-quality dataset construction[6](index=6&type=chunk) - **New contract value and new contracts for self-developed products both grew**, leading to a reduced operating loss compared to the prior year and enhanced core competitiveness[6](index=6&type=chunk) [Other Relevant Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company advises that these figures are preliminary and that final data will be in the official interim report - This performance forecast is based on preliminary calculations by the finance department; final data will be disclosed in the 2025 interim report[7](index=7&type=chunk) - The company specifically reminds investors to be aware of investment risks[7](index=7&type=chunk)

Summary of Key Points Core Viewpoint - The company, 深桑达Ａ, has experienced a significant increase in stock price and is currently facing a substantial number of legal disputes that could impact its financial performance. Group 1: Stock Performance - As of July 11, 2025, 深桑达Ａ closed at 21.19 yuan, up 5.0% from the previous week’s 20.18 yuan [1] - The stock reached a high of 21.69 yuan and a low of 19.71 yuan during the week [1] - The current total market capitalization of 深桑达Ａ is 24.113 billion yuan, ranking 3rd in the professional engineering sector and 676th among all A-shares [1] Group 2: Legal Issues - The company has been involved in a total of 131 litigation and arbitration cases since May 22, 2025, with a total amount in dispute of 666,839,058.46 yuan, exceeding 10% of the company's latest audited net assets [1] - Out of these cases, 20 were initiated by the company as the plaintiff, involving 383,356,659.15 yuan, while 108 cases were against the company as the defendant, totaling 282,282,399.31 yuan [1] - The company is actively managing these legal challenges with its legal team and is fulfilling its disclosure obligations as required by regulators [2]

证券代码：000032 证券简称：深桑达 A 公告编号：2025-037 深圳市桑达实业股份有限公司 关于累计诉讼的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、诉讼仲裁事项 （一）尚未披露的诉讼仲裁事项 自 2025 年 5 月 22 日（即上一期诉讼公告披露日）至今，深圳市桑达实业股 份有限公司（以下简称"公司"）及控股子公司发生诉讼仲裁案件共计 131 件， 涉案金额总计为人民币 666,839,058.46 元，已超过公司最近一期经审计净资产 （2024 年年报数据）的 10%。其中公司及控股子公司作为原告的案件共计 20 件， 涉案金额为人民币 383,356,659.15 元；作为被告的案件共计 108 件，涉案金额 为人民币 282,282,399.31 元；作为第三人的案件共计 3 件，涉案金额为人民币 1,200,000 元。 | | 中恒丰建筑集 | 中电系统建 | | 民事 | | （2025） | | 包头 市青 | | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

Group 1 - The core viewpoint of the news is that Shenzhen Sanda Industrial Co., Ltd. (深桑达A) has experienced a significant decline in its financial performance for the first quarter of 2025, with total revenue decreasing by 18.41% year-on-year and net profit dropping by 299.68% [1] - As of July 10, 2025, the stock price of 深桑达A closed at 20.31 yuan, reflecting a 0.69% increase, with a trading volume of 210,800 hands and a transaction amount of 429 million yuan [1] - The company reported a current ratio of 1.246, a quick ratio of 1.221, and a debt-to-asset ratio of 81.77%, indicating a high level of leverage [1] Group 2 - Shenzhen Sanda Industrial Co., Ltd. has made investments in 30 enterprises and participated in 56 bidding projects, showcasing its active engagement in the market [2] - The company holds 13 trademark registrations and 105 patents, along with 25 administrative licenses, indicating a strong intellectual property portfolio [2]