该项目为国内最大规模部署的金融云，将全面引领互联网金融云建设，通过深度融合互联网金融业务与 云平台，推动业务的快速创新、部署和上线。 中国长城为此次项目提供的擎天RF6260 V5服务器，为自主研发的一款高性能服务器产品。 擎天RF6260 V5服务器搭载两颗腾云S5000C处理器，整机性能相较上一代成倍提升，能够支持大数据分 析等复杂应用场景。 更为重要的是，服务器核心部件国产化率达国内领先水平，实现了整机级自主安全。 证券时报e公司讯，近日，中国长城第一名中标"某国有大型商业银行2024年IT及网络设备集中采购"项 目，标志着公司在金融行业网信建设领域取得又一突破性成果。 ...

证券代码：000066 证券简称：中国长城 公告编号：2024-081 中国长城科技集团股份有限公司 关于参加2024年度深圳辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，中国长城科技集团股份有限公司（以下 简称"公司"）将参加由深圳证监局和深圳证券交易所指导、深圳上市公司协会与 深圳市全景网络有限公司联合举办的"2024 年度深圳辖区上市公司集体接待日" 活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2024 年 12 月 12 日（周四）14:30-17:00。届 时公司财务总监（总会计师）宋金娣女士，董事会秘书王习发先生将通过网络文 字交流形式与投资者进行沟通，欢迎广大投资者踊跃参与。 特此公告 中国长城科技集团股份有限公司 董事会 二O二四年十二月五日 第 1 页 共 1 页 ...

主力资金监控：中国长城净卖出超13亿元 财联社11月18日电，财联社星矿数据显示，今日主力资金净 流入银行、煤炭采选、建筑工程等板块，净流出计算机、电子、半导体等板块，其中计算机板块净流出 147.07亿元。 个股方面，永泰能源涨停，主力资金净流入6.10亿元居首位，上汽集团、工商银行、海能达获主力资金 净流入居前；中国长城遭净卖出13.90亿元居净流出首位，三六零、四川长虹、拓维信息等主力资金净 流出额居前。 ...

证券时报网讯，中国长城股价创出历史新高，截至13:15，该股上涨8.41%，股价报24.24元，成交量6.43 亿股，成交金额144.86亿元，换手率20.42%，该股最新A股总市值达781.93亿元，该股A股流通市值 762.78亿元。 证券时报•数据宝统计显示，中国长城所属的计算机行业，目前整体涨幅为4.39%，行业内，目前股价上 涨的有322只，涨停的有兆日科技、麒麟信安等20只。 股价下跌的有37只，跌幅居前的有延华智能、赢时胜、赛为智能等，跌幅分别为9.97%、9.11%、 6.90%。 两融数据显示，该股最新（11月8日）两融余额为27.11亿元，其中，融资余额为26.95亿元，近10日增加 13.59亿元，环比增长101.76%。 ...

中国长城今日涨停，全天换手率26.78%，成交额161.79亿元，振幅15.45%。龙虎榜数据显示，机构净卖 出1.47亿元，深股通净卖出7278.82万元，营业部席位合计净买入3.01亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达7.51%上榜，机构专用席位净卖出1.47亿元，深股通 净卖出7278.82万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交19.94亿元，其中，买入成交额为10.38亿 元，卖出成交额为9.56亿元，合计净买入8203.51万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖二，买入金额4945.91万元，卖出金 额1.96亿元，合计净卖出1.47亿元，深股通为第一大买入营业部及第一大卖出营业部，买入金额为2.62 亿元，卖出金额为3.34亿元，合计净卖出7278.82万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨6.14%，上榜后5日平均涨22.13%。 资金流向方面，今日该股主力资金净流出2.44亿元，其中，特大单净流入3.48亿元，大单资金净流出 5.91亿元。近5日主力资金净流出24.08亿元。 融资融券数据显示，该股最新（ ...

证券时报网讯，中国长城再度涨停，6个交易日内录得5个涨停，累计涨幅为46.02%，累计换手率为 87.09%。 截至9:35，该股今日成交量2.08亿股，成交金额35.08亿元，换手率6.60%。 最新A股总市值达561.93亿元，A股流通市值548.17亿元。 ...

证券研究报告·公司点评报告·计算机设备 中国长城（000066） 2024 年三季报点评：营收稳步增长，静待党 政信创重启 2024 年 11 月 03 日 买入（维持） | --- | --- | --- | --- | --- | --- | |------------------------------|---------|----------|--------|--------|--------| | 盈利预测与估值 [Table_EPS] | 2022A | 2023A | 2024E | 2025E | 2026E | | 营业总收入（百万元） | 14027 | 13420 | 17044 | 21924 | 27285 | | 同比（ % ） | (21.15) | (4.33) | 27.00 | 28.63 | 24.46 | | 归母净利润（百万元） | 122.77 | (977.25) | 63.13 | 229.97 | 400.64 | | 同比（ % ） | (79.46) | (895.98) | 106.46 | 264.27 | 74.22 | | EPS- 最新摊薄（元 ...

Revenue and Profit - Revenue for the reporting period increased by 16.05% to RMB 3,529,967,543.95 compared to the same period last year[2] - Net profit attributable to shareholders of the listed company was RMB -266,122,305.60 for the reporting period, showing a loss[2] - Revenue for the period reached 9,605,795,089.25 yuan, an increase from 8,053,684,683.32 yuan in the previous period[25] - Net profit for the period was -655,454,878.53 yuan, compared to -772,629,384.53 yuan in the previous period[25] - Total comprehensive income for the period was -649,996,883.23 yuan, compared to -765,141,764.39 yuan in the previous period[27] - Basic earnings per share were -0.213 yuan, compared to -0.258 yuan in the previous period[27] Assets and Liabilities - Total assets decreased by 0.57% to RMB 33,937,201,191.52 compared to the end of the previous year[2] - Short-term borrowings increased by 74.89% to RMB 2,625,708,692.80 due to adjustments in financing structure to take advantage of low-interest loan policies[5] - Prepayments decreased by 52.85% to RMB 687,714,846.50 as a result of settlement of prepaid goods by subsidiaries[4] - Other non-current financial assets decreased by 56.06% to RMB 287,689,689.57 due to the return of investment funds from divestments and settlement of non-short-term tradable financial assets[4] - The company's monetary funds increased to RMB 4.49 billion as of September 30, 2024, compared to RMB 4.31 billion at the beginning of the period[21] - Trade receivables rose to RMB 5.79 billion, up from RMB 5.25 billion at the start of the period[21] - Inventory increased significantly to RMB 7.77 billion from RMB 6.14 billion at the beginning of the period[21] - Total current assets amounted to RMB 20.75 billion, slightly up from RMB 20.47 billion at the start of the period[22] - Total non-current assets decreased to RMB 13.19 billion from RMB 13.66 billion at the beginning of the period[22] - Short-term borrowings increased to RMB 2.63 billion from RMB 1.50 billion at the start of the period[22] - Total liabilities stood at RMB 20.73 billion, up from RMB 20.25 billion at the beginning of the period[24] - Total equity decreased to RMB 13.20 billion from RMB 13.88 billion at the start of the period[24] Cash Flow - Net cash flow from financing activities was RMB -66,817,782.60, mainly due to the absence of cash dividends paid to shareholders compared to the previous year[5] - Net increase in cash and cash equivalents was RMB 142,227,497.13, driven by the return of investment funds from divestments[5] - Cash flow from operating activities was -871,429,348.28 yuan, compared to -709,548,184.43 yuan in the previous period[28] - Cash flow from investing activities was 1,079,185,539.51 yuan, an increase from 850,078,245.63 yuan in the previous period[29] - Cash flow from financing activities was -66,817,782.60 yuan, compared to -150,639,150.01 yuan in the previous period[29] - The company's cash and cash equivalents at the end of the period were 4,204,081,610.13 yuan, compared to 4,263,346,472.05 yuan in the previous period[29] Shareholders and Equity - The total number of ordinary shareholders at the end of the reporting period is 180,050[6] - China Electronics Limited holds 39.35% of the shares, totaling 1,269,203,475 shares[6] - Hong Kong Securities Clearing Company Limited holds 1.97% of the shares, totaling 63,636,962 shares[6] - Industrial Investment Fund Co., Ltd. holds 1.78% of the shares, totaling 57,306,590 shares[6] - Xu Gongrong holds 16,338,600 shares through both margin trading and ordinary accounts[7] - Xu Jiandong holds 15,000,583 shares through margin trading accounts[7] - Agricultural Bank of China - CSI 500 ETF holds 1.09% of the shares, totaling 35,043,186 shares[8] - Guohua Fund holds 0.93% of the shares, totaling 29,958,460 shares[8] Loans and Financing - The company plans to issue up to RMB 2 billion in technology innovation corporate bonds with a term of up to 5 years[12] - The company signed a comprehensive financial cooperation agreement with China Electronics Finance, obtaining a credit line of up to 8 billion RMB, with a maximum deposit balance of 8 billion RMB, valid for three years[14] - The company's deposits with China Electronics Finance increased by 23.66 billion RMB during the period, with a total interest income of 26.83 million RMB[15] - The company's loans from China Electronics Finance increased by 3.65 billion RMB, with a total interest payment of 38.66 million RMB[15] - The company obtained a 1.8 billion RMB working capital loan from China Electronics Finance on January 5, 2024, with a one-year term[15] - The company secured a 500 million RMB working capital loan from China Electronics Finance on March 8, 2024, with a three-year term[15] - The company received a 618 million RMB working capital loan from the China Development Bank Hunan Branch on March 13, 2024, with a one-year term[17] - The company's subsidiary, Hunan Great Wall, obtained a 50 million RMB working capital loan from the Bank of China Zhuzhou Branch on January 1, 2024, with a one-year term[17] - The company's subsidiary, Xiangji Haidun, secured a 180 million RMB comprehensive credit line from the Bank of China Changsha Kaifu Branch on April 11, 2024, with a one-year term[17] - The company's subsidiary, Changjiang Technology, obtained a 40 million RMB working capital loan from the Industrial and Commercial Bank of China Jiang'an Branch on September 26, 2024, with a three-year term[18] - The company obtained a working capital loan of RMB 20 million with a one-year term[20] - A fixed asset loan of RMB 350 million was secured, with an additional RMB 21.713 million drawn as of July 31, 2024, and a remaining balance of RMB 163 million as of September 30, 2024[20] Impairment and Provisions - Credit impairment losses amounted to RMB 59,323,908.61, a significant change from the previous year due to reduced bad debt provisions for receivables[5] - Asset impairment losses were RMB -72,525,290.21, primarily due to increased inventory write-down provisions compared to the previous year[5] R&D and Operating Costs - Operating costs increased to 10,157,684,971.87 yuan from 8,737,315,120.66 yuan in the previous period[25] - R&D expenses decreased to 829,023,920.21 yuan from 1,035,362,201.65 yuan in the previous period[25] Share Repurchase and Capital Reduction - The company repurchased 4,999,946 shares, accounting for 0.1550% of the total shares, with a total transaction amount of 44,290,135.50 RMB (excluding transaction fees)[14] - The company has completed the reduction of registered capital for the Xinchuang Community to RMB 920 million, with the company's investment adjusted to RMB 153,333,333.33[12]

中国长城资产首次通过共益债权形式盘活问题房地产项目 财联社10月24日电，据中国长城资产消息， 中国长城资产广西分公司为北海湾春投资开发有限公司提供共益债资金近日完成出资，该笔资金将用 于"北海东盟国际商贸城"工程建设，这是公司首次通过共益债权形式盘活问题房地产项目。 北海湾春公司债权是广西分公司在收购农信社不良债权资产包取得，该贷款主要用于"北海东盟国际商 贸城"工程建设。 债权收购前，北海湾春公司已破产并进入破产重整阶段，"北海东盟国际商贸城项目"于2014年资金链断 裂，经多次救援无果至2019年全部停工。 由于项目长期停工，业主买房多年无法办证、商铺从未收到租金、消防无法验收。 随着共益债资金顺利完成出资，预计在1-2年内，项目能够完成竣工验收、实现交付。 ...

麦格米特成为英伟达GB200电源供应商，引领本土AI服务器电源行业进入"量价齐升"周期，过往服务器 电源属于细分市场，本轮Al爆发前市场空间相对较小，仅考虑海外服务器持续推出带来的空间增量，全 球服务器电源市场空间也可实现翻倍式增长，这些公司有望充分享受单瓦特价格提升红利。 服务器电源 (欧陆通、中国长城) 精要： ①10月17日，麦格米特公告与英伟达就服务器电源产品形成合作伙伴关系，作为指定供应商参与 GB200系统设计与建设，引起市场关注； ②中信建投证券于芳博指出，伴随AI服务器功耗总额的快速提升，将直接带来电源在服务器整机中的价 值量占比提升和市场空间的快速扩容，仅考虑海外服务器持续推出带来的空间增量，全球服务器电源市 场空间也可实现翻倍式增长； ③经过数年产品验证，本土替代加速背景下2000-3000W电源成为大陆电源厂业绩增量来源，受益于 2024年上半年通用服务器出货高景气，大陆服务器电源厂均实现业绩高速增长； ④当前大陆电源厂产品升级主要受到国产芯片算力功耗影响，后续若芯片侧性能突破，大陆电源产品也 将跟随升级，于芳博看好欧陆通、中国长城等大陆电源厂将充分享受单瓦特价格提升红利； ⑤风险提示： ...