格隆汇10月10日丨神州数码(000034.SZ)公布，截至2025年9月30日，公司通过回购专用证券账户以集中 竞价交易方式累计回购股份数量为3,629,162股，占公司总股本的0.50%，购买股份的最高成交价为38.05 元/股，最低成交价为32.15元/股，支付的总金额为130,863,754.46元（不含交易费用）。 ...

华泰联合证券有限责任公司 关于神州数码集团股份有限公司 公司控股股东、实际控制人郭为先生为原告，郭郑俐女士作为被告，向北京 市海淀区人民法院提起诉讼，请求判令离婚并进行财产分割。 郭为先生所持有的部分公司股份被北京市海淀区人民法院司法冻结，详见公 司 2025 年 1 月 27 日在巨潮资讯网刊登的《关于公司控股股东部分股份冻结的公 告》（公告编号：2025-017）。 控股股东、实际控制人涉及诉讼的核查意见 华泰联合证券有限责任公司（以下简称"保荐人"）作为神州数码集团股份 有限公司（以下简称"神州数码""公司"）向不特定对象发行可转换公司债券及 进行持续督导的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交 易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业 务》等相关法律、法规和规范性文件的要求，对神州数码控股股东、实际控制人 涉及诉讼事项进行了核查，具体情况如下： 一、本次诉讼事项受理的基本情况 公司控股股东、实际控制人郭为先生于近日收到北京市海淀区人民法院的 《民事判决书》（（2024）京 0108 民初 47113 号），就郭为先生与郭郑俐女士婚姻 家庭纠纷案件作 ...

证券代码：000034 证券简称：神州数码 公告编号：2025-156 神州数码集团股份有限公司 关于公司控股股东、实际控制人涉及诉讼的公告 三、一审判决情况 2025 年 9 月 30 日，北京市海淀区人民法院作出判决，判决郭为与郭郑俐离 婚。对于财产分割事宜，北京市海淀区人民法院将继续审理，再行裁判。 四、其他尚未披露的诉讼仲裁事项 截至本公告日，除上述诉讼案件外，公司控股股东、实际控制人不存在应披 露而未披露的其他重大诉讼、仲裁事项。 五、本次诉讼对公司的影响 由于上述诉讼判决为一审先行判决，目前无法预计最终诉讼结果，公司实际 控制权是否发生变动存在不确定性。 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、本次诉讼事项受理的基本情况 神州数码集团股份有限公司（以下简称"公司"）控股股东、实际控制人郭 为先生于近日收到北京市海淀区人民法院的《民事判决书》（（2024）京 0108 民初 47113 号），就郭为先生与郭郑俐女士婚姻家庭纠纷案件作出一审判决。 二、有关本案的基本情况 公司控股股东、实际控制人郭为先生为原告，郭郑俐女士作为被告，向北京 市海 ...

证券代码：000034 证券简称：神州数码 公告编号：2025-157 神州数码集团股份有限公司 关于回购股份事项的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 神州数码集团股份有限公司（以下简称"公司"）第十一届董事会第八次会议于 2024 年 10 月 29 日审议通过了《关于以集中竞价交易方式回购公司股份方案的议 案》，公司拟使用自有资金及股票回购专项贷款资金，以集中竞价交易方式回购公司 股份，拟使用的资金总额为不低于人民币 2 亿元（含）且不超过人民币 4 亿元（含）， 回购股份价格不超过人民币 43 元/股（含）。公司于 2024 年 11 月 9 日披露了《关于 以集中竞价交易方式回购公司股份的报告书》，于 2024 年 12 月 3 日、2025 年 1 月 3 日、2025 年 1 月 27 日、2025 年 3 月 4 日、2025 年 4 月 2 日、2025 年 5 月 7 日、 2025 年 6 月 4 日、2025 年 7 月 3 日、2025 年 8 月 2 日、2025 年 9 月 3 日披露了《关 于回购股份事项的进展 ...

证券日报网讯神州数码（000034）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东总数为16.47万户。 ...

Core Points - The 2025 World Cantonese Business Conference was held in Guangzhou, aiming to unite global Cantonese business forces and promote high-quality development in the Greater Bay Area [8][10] - Three lists were released: "Top 100 Private Enterprises in Guangdong 2025," "Top 100 Private Manufacturing Enterprises in Guangdong 2025," and "Top 50 Private Service Enterprises in Guangdong 2025" [9] - The threshold for entering the "Top 100 Private Enterprises in Guangdong" list was set at 12.332 billion yuan, with 4 companies exceeding 400 billion yuan in revenue and 12 exceeding 100 billion yuan [9] Summary of Lists - The top companies in the "Top 100 Private Enterprises in Guangdong" include Huawei Investment Holding Co., Ltd. with revenue of 862.072 billion yuan, BYD Co., Ltd. with 777.102 billion yuan, and Tencent Holdings Ltd. with 660.257 billion yuan [7] - In the "Top 100 Private Manufacturing Enterprises," Huawei, BYD, and Midea Group Co., Ltd. lead the list, with revenues of 862.072 billion yuan, 777.102 billion yuan, and 409.084 billion yuan respectively [7] - The "Top 50 Private Service Enterprises" is led by Tencent Holdings Ltd. with 660.257 billion yuan, followed by SF Holding Co., Ltd. with 284.420 billion yuan [7] Investment and Economic Impact - The conference attracted nearly a thousand representatives from global Cantonese businesses, resulting in 24 signed projects worth 44.458 billion yuan, covering sectors like artificial intelligence and semiconductors [10] - The Guangdong Provincial Federation of Industry and Commerce initiated a survey to rank large-scale private enterprises based on their 2024 revenue [9] Global Cantonese Business Initiative - The "Global Cantonese Business Cooperation Initiative" was launched, calling for collaboration among global Cantonese businesses to enhance competitiveness and innovation [11][12][13] - The initiative emphasizes the importance of integrating into the Greater Bay Area's development and contributing to high-quality growth in Guangdong [14][15] Notable Statements - TCL's chairman highlighted the company's investment of 82.5 billion yuan in Guangdong over the past five years and its focus on global business expansion [16] - The chairman of the Hong Kong Chinese General Chamber of Commerce noted that the total import and export volume between Guangdong and Hong Kong reached 566.85 billion yuan, reflecting a 7.9% increase [18]

证券日报网讯 9月29日晚间，神州数码发布公告称，公司董事会于2025年9月29日收到了独立董事凌震 文先生的辞任报告，因连续担任公司独立董事将达到6年，根据《上市公司独立董事管理办法》等有关 规定，凌震文先生申请辞去公司第十一届董事会独立董事及其在董事会专门委员会的职务。辞任后凌震 文先生不再担任公司任何职务。 （编辑 任世碧） ...

证券代码：000034 证券简称：神州数码 公告编号：2025-155 神州数码集团股份有限公司 关于公司独立董事任期届满辞任的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 神州数码集团股份有限公司（以下简称"公司"）董事会于 2025 年 9 月 29 日收到了独立董事凌震文先生的辞任报告，因连续担任公司独立董事将达到 6 年，根据《上市公司独立董事管理办法》等有关规定，凌震文先生申请辞去公司 第十一届董事会独立董事及其在董事会专门委员会的职务。辞任后凌震文先生不 再担任公司任何职务。截至本公告披露日，凌震文先生未持有公司股份，不存在 应当履行而未履行的承诺事项。 因凌震文先生的辞职将导致董事会专门委员会中独立董事所占比例低于有 关法规的要求，根据《上市公司独立董事管理办法》《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》等法律法规和规范性文件及 《公司章程》的相关规定，凌震文先生的辞职将在董事会专门委员会中独立董事 人数调整至符合有关法规要求后生效。在此之前，凌震文先生将继续履行公司独 立董事及其在董事会专门委员会的相关职责 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report highlights the successful IPO application of Moore Threads, which is expected to accelerate its development with the support of the capital market. The company has launched four generations of GPU chip architectures and achieved a revenue of 702 million yuan in the first half of 2025, surpassing the total revenue of the previous three years, with a compound annual growth rate exceeding 208% [5][11] - The report emphasizes the national policy promoting the construction of a nationwide integrated computing power network, which is expected to drive the development of domestic computing power infrastructure. The integration of computing power resources across 31 provinces is expected to enhance the efficiency of resource discovery and matching [6][12] Summary by Sections Market Review - During the week of September 22-26, 2025, the CSI 300 index rose by 1.07%, while the computer index fell by 0.02% [4][14] Company Dynamics - State Grid Information's wholly-owned subsidiary won a contract worth 600 million yuan [15] - Chuangshi Huikang announced a draft employee stock ownership plan for 2025 [16] Industry Dynamics - Alibaba released the Qwen3-Max large model, outperforming GPT-5, and JD.com announced plans to invest in building a trillion-scale AI ecosystem over the next three years [25][26] - OpenAI, Oracle, and SoftBank announced the establishment of five new AI data centers in the U.S. as part of the Stargate project, with a total investment of up to 500 billion dollars [30][33]

Core Insights - The 2025 Yunqi Conference showcased advancements in AI technology, including infrastructure, large models, and embodied intelligence applications in various industries [1] - The conference featured over 200 companies presenting the latest AI terminals and Agent applications, highlighting AI's penetration into manufacturing, logistics, commerce, and design [1] Group 1: Robotics in Industrial Applications - The embodied intelligent robot "Jarvis 2.0" from Junpu Intelligent is designed for flexible environmental perception and real-time response in industrial settings [1] - Junpu Intelligent's product matrix is based on a "perception-decision-execution" closed-loop integration, focusing on enhancing industrial manufacturing in sectors like automotive and healthcare [2] - The four-legged robot "Jueying X30" is capable of operating in extreme conditions, suitable for applications such as power station inspections and emergency rescues [2] Group 2: Automation in Manufacturing - Human-like robots in a simulated automotive assembly line demonstrated collaborative tasks, enhancing production efficiency and quality control [3] - The role of robots in factories has evolved from mere mechanical replacement to enhancing production efficiency, quality management, and safety through perception and collaboration [3] Group 3: AI in Business Model Innovation - Alibaba's CEO emphasized the future prevalence of robots and Agents in homes and businesses, indicating a shift towards AI-driven operational models [4] - The "Shenzhou Wenxue" enterprise-level Agent platform by Shenzhou Digital enables rapid construction of AI applications across various business scenarios [4] - The "X-FUN Intelligent Packaging Design Platform" allows users to design packaging through AI assistance, showcasing AI's role in creative industries [4] Group 4: Impact of AI on Business - AI is transitioning from exploration to large-scale commercial implementation, driving cost control, efficiency improvements, and reshaping business models [5] - The deployment of AI terminals enables businesses to innovate more rapidly and flexibly, significantly impacting industry ecosystem upgrades [5]