Core Viewpoint - The company is a partner of Huawei Ascend, delivering various configurations of products and solutions based on customer needs [1] Group 1 - The company collaborates with Huawei Ascend to provide tailored products and solutions [1]

截至8月8日收盘，智谱AI概念下跌3.00%，位居概念板块跌幅榜前列，板块内，金现代、光云科技、因 赛集团等跌幅居前，股价上涨的有6只，涨幅居前的有德生科技、天源迪科、二六三等，分别上涨 10.02%、1.49%、0.66%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 新疆振兴 | 2.98 | 华为欧拉 | -3.08 | | 雅下水电概念 | 2.22 | 智谱AI | -3.00 | | 水泥概念 | 2.13 | ERP概念 | -3.00 | | 抽水蓄能 | 1.97 | 华为盘古 | -2.90 | | 芬太尼 | 1.62 | 云办公 | -2.82 | | 高压氧舱 | 1.57 | MLOps概念 | -2.81 | | 特钢概念 | 1.50 | DRG/DIP | -2.78 | | 动物疫苗 | 1.41 | 华为鲲鹏 | -2.55 | | 高铁 | 1.36 | 华为昇腾 | -2.54 | | 中船系 | 1.33 | 财税数字化 | -2.48 | 今日涨跌幅居前的概念板块 | 603019 | ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司的神州鲲泰全液冷整理柜是否实际应用于算力 中心？应用效能如何？ 神州数码（000034.SZ）8月6日在投资者互动平台表示，您好，神州鲲泰液冷整机柜产品具备超高密度 算力、原生一体化设计与智能运维能力，同时支持云网协同与绿色节能部署，适配智算中心、科学计算 等多重场景，性能优异，感谢您的关注！ （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Digital China, has shown significant growth in its stock performance and has been recognized for its advancements in AI and cloud services, indicating a strong position in the IT services industry. Company Performance - On August 6, Digital China’s stock rose by 3.09%, with a trading volume of 2.113 billion yuan and a turnover rate of 8.76%, bringing its total market capitalization to 29.176 billion yuan [1] - For the first quarter of 2025, Digital China reported a revenue of 31.778 billion yuan, representing a year-on-year growth of 8.56%, while the net profit attributable to shareholders decreased by 7.51% to 217 million yuan [8] Industry Recognition - Digital China was listed in IDC's "2024 Q2 Generative AI Ecosystem Map" and received the "2024 China AI Platform Layer Innovation Enterprise" award, showcasing its leadership in AI solutions [2] - The company has achieved multiple certifications and partnerships, including being the only domestic company to hold the highest-level partnership status with AWS, Azure, and Alibaba Cloud, as well as being a strategic partner with Huawei [3] Product Development - The company is currently developing liquid cooling cabinet products, focusing on the cold plate solution, which is suitable for various data center scenarios [2] - Digital China has completed three investment and acquisition projects in 2023, enhancing its business layout in the network security sector [3] Shareholder Information - As of July 31, Digital China had 139,300 shareholders, a decrease of 6.20% from the previous period, with an average of 4,266 circulating shares per person, an increase of 6.60% [8] - The company has distributed a total of 1.388 billion yuan in dividends since its A-share listing, with 771 million yuan distributed over the past three years [8]

证券日报网讯神州数码（000034）8月5日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司的股东总数为13.93万户。 ...

计算机行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000977 | 浪潮信息 | 2.07 | 3.60 | 22703.51 | | 600536 | 中国软件 | 0.55 | 3.31 | 16600.80 | | 603516 | 淳中科技 | 10.01 | 9.04 | 13426.43 | | 300608 | 思特奇 | 8.62 | 22.94 | 13224.18 | | 300455 | 航天智装 | 16.48 | 14.46 | 11887.95 | | 300687 | 赛意信息 | 3.58 | 13.37 | 11820.14 | | 300368 | 汇金股份 | 9.83 | 18.90 | 11174.48 | | 002415 | 海康威视 | 2.66 | 1.18 | 10410.80 | | 000158 | 常山北明 | 1.60 | 4.63 | 10074.24 | | 300339 | 润和软件 | 1.32 | 3.69 ...

机构评级来看，近一个月该股获2家机构买入评级。预计目标价最高的是海通国际，7月13日海通国际发 布的研报给予公司目标价42.15元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 神州数码8月5日披露，截至7月31日公司股东户数为139300户，较上期（7月20日）减少9200户，环比降 幅为6.20%。 ...

今年，AI来到了"拐点"之年，在此之前的企业在AI方面的竞争更多是在技术层面角逐，来到今年，AI 将更多的向落地应用层面"卷"。 当AI从"效率工具"向"认知伙伴"跃迁的过程中，AI的试验阶段已经结束，企业核心竞争力将取决于定制 化AI应用和可量化的业务成果方面。 企业流程亟待重塑 在全球竞争加剧、消费者需求个性化、技术迭代周期缩短（如AI、物联网）等因素的影响下，企业传 统线性流程无法快速响应变化。麦肯锡2024年报告指出，61%企业因流程僵化牺牲业务敏捷性，系统间 数据孤岛使决策滞后3-5天。 原先，通过诸如ERP等管理软件，静态的流程管理就能满足企业需求的情况已经不复存在，基于业务敏 捷性、流程敏捷性等需求的同时，企业还需要通过打通内部数据流，以满足让数据赋能业务的需求，这 时候，企业就需要一个全新的流程管理，更为自动化，更高效的流程管理，成为企业追求的目标。 流程的重塑在企业部署企业级AI落地的过程中亦是极为重要。WAIC期间，神州数码联合德勤中国、中 国信息通信研究院共同发布的《AI for Process企业级流程数智化变革》蓝皮书（以下简称《蓝皮书》） 中也指出，无论是企业还是科研机构，目前都是 ...

Meeting Overview - The fourth extraordinary general meeting of shareholders was held on August 4, 2025, with a combination of on-site voting and online voting [1][3] - The meeting was attended by a total of 1,011 shareholders and their authorized representatives, representing 193,861,266 shares, which accounts for 27.1696% of the total voting shares [4] Voting Details - The on-site meeting had 3 attendees representing 188,277,903 shares, which is 26.3871% of the total voting shares [5] - Online voting had 1,008 participants representing 5,583,363 shares, accounting for 0.7825% of the total voting shares [7] - There were no independent directors authorized for voting [8] Proposal Review and Voting Results - The meeting approved the proposal to remove an independent director, with 193,510,200 shares in favor, representing 99.8189% of the valid votes [9] - Among minority shareholders, 38,732,397 shares voted in favor, which is 99.1018% of the valid votes from minority shareholders [10] - The proposal was passed as an ordinary resolution [11] Legal Opinion - The legal opinion provided by Taihe Law Firm confirmed that the meeting's procedures complied with relevant laws and regulations [12] Guarantee Progress Announcement - The company announced recent guarantees provided for its subsidiaries, including a guarantee of RMB 2 billion for a subsidiary's credit facility and RMB 3 billion for another subsidiary [15][17] - The total amount of guarantees provided by the company and its subsidiaries reached RMB 649.47 billion, with no overdue guarantees reported [17]

证券代码：000034 证券简称：神州数码 公告编号：2025-134 神州数码集团股份有限公司 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。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议召开时间：2025年8月4日（星期一）下午14:30 （2）网络投票时间为：2025年8月4日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2025年8月4 日上午9:15-9:25、9:30-11:30，下午13:00-15:00；通过深圳证券交易所互联网 投票系统（wltp.cninfo.com.cn）投票的具体时间为：2025年8月4日上午9:15至 下午15:00。 AB座建国铂萃酒店会议厅 政法规、部门规章、规范性文件和公司章程的规定。 （二）会议出席情况 出席本次股东大会现场会议和网络投票的股东及股东授权代表共1,011人， 代表股份193,861,266股，占公司有表决权股份总数的27.1696％。 出席本次股东大会现场会议的股东及股东授权代表共 3人，代表股份 出席本次股东大会网络投票的股东1,008人，代表股份5,583 ...