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中国长城:电源产品可为AI服务器、云计算服务器、大数据中心等设施提供稳定高效的电能
Zheng Quan Ri Bao· 2025-10-27 10:41
证券日报网讯中国长城10月27日在互动平台回答投资者提问时表示,公司电源产品可为AI服务器、云 计算服务器、大数据中心等设施提供稳定高效的电能。公司系统装备板块涵盖:通信业务、特种计算业 务、海洋信息化业务,其中海洋信息化业务涵盖海洋信息探测、通信核心产品,以及安全监测用分布式 光纤传感监测装备,产品技术在业界领先。 (文章来源:证券日报) ...
中国长城(000066.SZ):公司AI服务器电源已正式投产
Ge Long Hui· 2025-10-27 06:45
Core Viewpoint - Research and development investment is a key driver for technological innovation and product upgrades for the company [1] Group 1 - The company has officially launched the production of AI server power supplies [1]
2025-1993年上市公司科技型企业数据(省级、城市地级市,县域
Sou Hu Cai Jing· 2025-10-22 05:42
Core Insights - The document provides data on technology-oriented listed companies from 1993 to 2025, covering over 24,000 samples and more than 8,000 enterprises, including those from mainland China, Hong Kong, and the New Third Board [1][3] - The scope of technology-oriented enterprises includes 12 categories, such as innovative small and medium-sized enterprises, high-tech enterprises, and national-level technology innovation demonstration enterprises [4][5] - The data is sourced from the Ministry of Science and Technology of China and various provincial and municipal science and technology departments, aimed at measuring the innovation and entrepreneurship levels of listed companies or regions [5][6] Data Overview - The dataset includes specific indicators such as stock code, company name, listing type, technology enterprise type, announcement date, announcement year, recognition year, announcement unit, information description, industry, province, city, and district [2] - Examples of companies listed include: - Shenzhou High-speed Railway Technology Co., Ltd. recognized as a technology enterprise in 2019 [2] - China Southern Glass Holding Co., Ltd. recognized as a national-level manufacturing single champion demonstration enterprise in 2024 [2] - ZTE Corporation recognized as a national enterprise technology center and high-tech enterprise in 2023 and 2024 [2]
计算机设备板块10月21日涨1.81%,微创光电领涨,主力资金净流入15.43亿元
Market Overview - The computer equipment sector increased by 1.81% on October 21, with MicroPort leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Top Performers - MicroPort (code: 920198) closed at 13.13, with a significant increase of 30.00% and a trading volume of 228,400 shares, amounting to a transaction value of 282 million yuan [1] - Xiling Information (code: 300588) rose by 12.40% to close at 30.36, with a trading volume of 327,200 shares and a transaction value of 957 million yuan [1] - Longke Technology (code: 300042) increased by 6.91% to close at 30.34, with a trading volume of 402,100 shares and a transaction value of 122.5 million yuan [1] Sector Fund Flow - The computer equipment sector saw a net inflow of 1.543 billion yuan from institutional investors, while retail investors experienced a net outflow of 930 million yuan [2] - The main funds showed a net inflow in several stocks, including Zhongke Shuguang (code: 603019) with a net inflow of 571 million yuan [3] Notable Decliners - Allianz Vision (code: 301042) saw a decline of 4.30%, closing at 61.88, with a trading volume of 34,300 shares and a transaction value of 212 million yuan [2] - Zhongwei Electronics (code: 300270) decreased by 2.33% to close at 12.13, with a trading volume of 569,200 shares and a transaction value of 68.5 million yuan [2]
中国长城涨2.06%,成交额7.25亿元,主力资金净流入9756.36万元
Xin Lang Zheng Quan· 2025-10-21 05:53
资料显示,中国长城科技集团股份有限公司位于广东省深圳市南山区科技园中电长城大厦,成立日期 1997年6月19日,上市日期1997年6月26日,公司主营业务涉及网络安全与信息化、高新电子、电源、园 区与物业服务及其他业务。主营业务收入构成为:计算产业80.86%,系统装备13.52%,其他(补 充)5.62%。 10月21日,中国长城盘中上涨2.06%,截至13:49,报16.34元/股,成交7.25亿元,换手率1.39%,总市值 527.10亿元。 资金流向方面,主力资金净流入9756.36万元,特大单买入1.20亿元,占比16.57%,卖出5189.89万元, 占比7.15%;大单买入1.50亿元,占比20.62%,卖出1.20亿元,占比16.58%。 中国长城今年以来股价涨12.15%,近5个交易日跌3.20%,近20日跌1.39%,近60日涨8.93%。 今年以来中国长城已经4次登上龙虎榜,最近一次登上龙虎榜为8月14日。 中国长城所属申万行业为:计算机-计算机设备-其他计算机设备。所属概念板块包括:军工信息化、网 络安全、一体机概念、北斗导航、信创概念等。 截至10月10日,中国长城股东户数39.04 ...
行业周报:持续推荐国产化投资机会-20251019
KAIYUAN SECURITIES· 2025-10-19 01:47
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]
中国长城2025年度第二次临时股东大会顺利召开,两项议案获通过
Xin Lang Cai Jing· 2025-10-17 11:49
Core Points - The second extraordinary general meeting of shareholders for China Great Wall Technology Group Co., Ltd. was successfully held on October 17, 2025, in Shenzhen, combining on-site and online voting [1] Group 1: Meeting Attendance - A total of 2,990 shareholders and their proxies participated in the meeting, holding a total of 1,336,909,599 voting shares, which accounts for 41.4443% of the total voting shares [2] - Among them, 3 shareholders attended in person, holding 1,269,304,075 shares (39.3485%), while 2,987 participated via online voting, holding 67,605,524 shares (2.0958%) [2] - The meeting was attended by all directors, some supervisors, senior executives, and a witnessing lawyer [2] Group 2: Proposal Voting Results - The proposal to elect Mr. Yu Jiyong as a director of the eighth board of directors received 1,333,258,310 votes in favor, accounting for 99.7269% of the valid voting shares present; against votes were 2,962,087 (0.2216%), and abstentions were 689,202 (0.0516%) [3] - Among minority shareholders, 38,883,202 votes were in favor (91.4157%), with 2,962,087 against (6.9640%), and 689,202 abstentions (1.6203%) [3] - The proposal to amend the company’s articles of association (including procedural rules) received 1,309,467,582 votes in favor (97.9474%), with 26,822,515 against (2.0063%), and 619,502 abstentions (0.0463%) [3] - Among minority shareholders, 15,092,474 votes were in favor (35.4829%), with 26,822,515 against (63.0606%), and 619,502 abstentions (1.4565%) [3] - Both proposals were approved as they received more than half and two-thirds of the valid voting shares present, respectively [3] Group 3: Legal Opinion - The legal opinion from Guangdong Xinda Law Firm confirmed that the convening and holding of the shareholders' meeting complied with relevant laws, regulations, and the company's articles of association, and that the qualifications of attendees and the convenor were valid [4]
中国长城(000066) - 关于中国长城科技集团股份有限公司2025年度第二次临时股东大会的法律意见书
2025-10-17 10:45
广东信达律师事务所 股东大会法律意见书 中国 深圳 福田区益田路 6001 号太平金融大厦 11、12 楼 邮政编码:518038 11,12/F, TaiPing Finance Tower,Yitian Road 6001,Futian District, ShenZhen, P. R. China 电话(Tel.):(0755) 88265288 传真(Fax.):(0755)88265537 网址(Website):https://www.sundiallawfirm.com 广东信达律师事务所 关于中国长城科技集团股份有限公司 2025年度第二次临时股东大会的 法律意见书 信达会字(2025)第327号 致:中国长城科技集团股份有限公司(下称"贵公司") 广东信达律师事务所接受贵公司的委托,指派覃正伟律师及刘品律师(下称 "本所律师")参加了贵公司2025年度第二次临时股东大会(下称"本次股东大 会"),并进行了必要的验证工作。现根据《中华人民共和国公司法》(下称"《公 司法》")、《上市公司股东会规则》(下称"《股东会规则》")、《深圳证 券交易所上市公司股东会网络投票实施细则》(下称"《网络投票 ...
中国长城(000066) - 2025年度第二次临时股东大会决议公告
2025-10-17 10:45
证券代码:000066 证券简称:中国长城 公告编号:2025-048 中国长城科技集团股份有限公司 2025年度第二次临时股东大会决议公告 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、特别提示 1.本次股东大会没有出现否决议案的情形; 2.本次股东大会无涉及变更前次股东大会决议的情形。 二、会议召开和出席情况 (一)会议召开的情况 1.会议时间: 现场会议召开的时间:2025 年 10 月 17 日 14:30 网络投票的时间:2025 年 10 月 17 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 10 月 17 日交易时间即 9:15-9:25,9:30-11:30 和 13:00-15:00;通过深圳证券交易 所互联网投票系统投票的具体时间为 2025 年 10 月 17 日 9:15-15:00 期间的任 意时间。 2.现场会议召开地点:深圳市南山区科技园科发路 3 号中电长城大厦 A 座 24 楼 3.召开方式:采用现场投票和网络投票相结合的方式 第 1页 共 4页 中国长城科技集团股份有限公司 2025-0 ...