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突发!6000亿芯片巨头筹划资产重组事项





Xin Lang Cai Jing· 2025-08-29 13:57
Company Announcements - SMIC plans to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a temporary suspension of its stock trading for up to 10 trading days [1] - Huasheng Tiancheng's director and supervisor plan to reduce their holdings by up to 0.9984% of the total shares [2] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [2] - Changfei Fiber's net profit for the first half of the year was 296 million yuan, down 21.71% year-on-year [2] - Jia Yuan Technology plans to invest 500 million yuan to acquire part of the equity in Endatong, focusing on the optical module industry [1][17] - Guizhou Moutai completed the repurchase of 3.9276 million shares [1][19] Financial Performance - CEC reported a net profit of 24.641 billion yuan for the first half of the year, a decrease of 12% year-on-year [5] - Longjiang Power achieved a net profit of 13.056 billion yuan, up 14.86% year-on-year [8] - China Rare Earth reported a net profit of 162 million yuan, turning from a loss of 244 million yuan in the previous year [9] - Huayi Brothers' net profit increased by 48.34% to 2.028 billion yuan [6] - Wealth Trend's net profit grew by 6.61% year-on-year [24] Mergers and Acquisitions - Tailin Micro plans to acquire 100% of Panqi Micro's equity through a combination of cash and stock issuance [4] - Aishen Medical announced the acquisition of partial equity in three medical institutions for a total of 105 million yuan [18] Stock Movements - Guizhou Moutai's controlling shareholder plans to increase its stake by 3 to 3.3 billion yuan [15] - Ganfeng Lithium plans to invest 4 billion yuan to build a new lithium-ion battery manufacturing base [16] Market Developments - China National Offshore Oil Corporation won a bid for a project in Qatar worth approximately 4 billion USD [14] - Aishen Medical's acquisition of equity in medical institutions aims to enhance its service coverage and operational efficiency [18]
紫光股份:公司及子公司的担保额度总金额为人民币1850400万元及251200万美元
Zheng Quan Ri Bao Wang· 2025-08-29 13:16
Group 1 - The core point of the article is that Unisplendour Corporation (紫光股份) has provided a guarantee for a credit limit of up to RMB 25 million for its wholly-owned subsidiary, Suzhou Unisplendour Digital, to Shante Electronics (Shenzhen) Co., Ltd. The guarantee period is from the date the letter of guarantee takes effect until June 30, 2026 [1] - As of now, the total amount of guarantees provided by the company and its subsidiaries is RMB 18,504 million and USD 251.2 million, which includes the aforementioned guarantee [1] - This total guarantee amount represents 272.69% of the company's audited equity attributable to the parent company as of the end of 2024 [1]
紫光股份跑出AI赛道加速度 2025年上半年营收及扣非归母净利同比增长均超20%
Zheng Quan Ri Bao Zhi Sheng· 2025-08-29 11:08
Core Viewpoint - The company, Unisplendour Corporation Limited, reported significant growth in its 2025 semi-annual report, driven by its strategic focus on AI and technological innovation [1][3]. Financial Performance - The company achieved an operating revenue of 47.42 billion yuan, representing a year-on-year increase of 25% [1]. - The net profit attributable to shareholders, excluding non-recurring items, was 1.12 billion yuan, reflecting a growth of 25.1% [1]. - The core subsidiary, H3C Group, generated an operating revenue of 36.4 billion yuan, with a remarkable year-on-year growth of 37.7%, marking the highest growth rate in five years [1]. Business Segments - The government enterprise business and overseas business showed exceptional performance, with growth rates of 53.6% and 60.3% respectively, indicating strong development momentum [1]. - The company is deepening its "AI in ALL" strategy, enhancing its computing power and connectivity solutions to meet customer demands in various sectors [2]. Strategic Initiatives - The company is innovating in the intelligent computing industry model and expanding the Turing Town as a benchmark demonstration, establishing a comprehensive service platform for computing power [2]. - Strategic partnerships have been formed with provinces such as Qinghai and Guangxi, with seven Turing Towns either completed or under construction [2]. Future Outlook - Intelligent computing and AI-related businesses are expected to become the core growth engines in the market, with the company poised to leverage its technological advantages and market expansion capabilities [3].
紫光股份25H1营收、扣非净利双双增逾两成 AI赛道跑出加速度
Quan Jing Wang· 2025-08-29 10:39
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual report, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, up 25.1% [1] Group 1: Financial Performance - The company achieved a revenue of 47.42 billion yuan, marking a 25% increase year-on-year [1] - The net profit attributable to shareholders, excluding non-recurring items, reached 1.12 billion yuan, reflecting a growth of 25.1% [1] - Core subsidiary, New H3C, reported a revenue of 36.4 billion yuan, with a remarkable growth rate of 37.7%, the highest in five years [1] Group 2: AI Strategy and Innovations - The company is implementing the "AI in ALL" strategy, enhancing its AI solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - Introduction of the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous setups [1] - Launch of high-density liquid cooling cabinet solutions to support 64 high-performance AI accelerator cards, significantly increasing computing density [2] Group 3: Product Development and Solutions - Continuous iteration of the LinSeer Cube AI integrated machine, now serving over 200 government and enterprise clients [3] - Introduction of the LinSeer ICT intelligent system, enhancing equipment inspection efficiency by 70% and fault diagnosis accuracy to over 90% [3] - Development of a comprehensive "computing-power-model-data" security solution, achieving a threat identification rate of 99% [3] Group 4: Market Expansion and International Cooperation - The company has successfully implemented AI solutions in various government and enterprise scenarios, receiving high market recognition [4] - Strategic partnerships with leading ISVs in countries like Germany and Kazakhstan to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aimed at international markets, focusing on AI connectivity solutions for SMEs [6] Group 5: Future Outlook - The company anticipates that its AI and intelligent computing businesses will become core growth engines in the market [6] - Unisplendour aims to leverage its strong technological foundation and market expansion capabilities to enhance customer success and capture more market share [6]
紫光股份发布2025年半年报:营收及扣非归母净利增长均超20% 跑出AI赛道加速度
Zheng Quan Shi Bao Wang· 2025-08-29 10:25
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual results, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, also up by 25.1% [1] Group 1: Financial Performance - The company's core subsidiary, H3C, achieved a revenue of 36.4 billion yuan, marking a 37.7% year-on-year growth, the highest in five years [1] - The government and enterprise business segments experienced exceptional growth rates of 53.6% and 60.3% respectively, showcasing the company's robust development potential [1] Group 2: AI Strategy and Innovations - The company is deepening its "AI in ALL" strategy, enhancing its "computing power × connectivity" effect, and upgrading its Lingxi intelligent computing solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - New product launches include the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous models [1][2] - The introduction of high-density liquid cooling solutions and a new generation of lossless network solutions has significantly increased computing power deployment density and overall performance [2] Group 3: AI Solutions and Applications - The company has successfully implemented AI solutions across various government and enterprise scenarios, receiving high market recognition [4] - New AI applications include the City Rail Intelligent Body and Education Intelligent Body, enhancing operational efficiency and educational experiences [4][5] - The Lingxi Hub platform is being utilized to match optimal industry models, improving efficiency in sectors such as public service, healthcare, and smart manufacturing [5] Group 4: International Expansion and Collaborations - The company has seen continued high growth in its overseas business, achieving significant milestones in markets like Japan, Saudi Arabia, and the Philippines [6] - Strategic partnerships with leading ISVs in countries such as Germany and Kazakhstan are being established to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aims to meet the needs of international SMEs and industry-specific clients [6]
紫光股份发布上半年业绩,归母净利润10.41亿元,增长4.05%
智通财经网· 2025-08-29 10:24
Core Insights - The company reported a revenue of 47.425 billion yuan for the first half of 2025, representing a year-on-year growth of 24.96% [2] - The net profit attributable to shareholders was 1.041 billion yuan, with a year-on-year increase of 4.05% [2] - The net profit excluding non-recurring gains and losses was 1.118 billion yuan, showing a year-on-year growth of 25.10% [2] - Basic earnings per share were 0.3639 yuan [2] Revenue Breakdown - The ICT infrastructure and services segment generated revenue of 36.042 billion yuan, marking a year-on-year growth of 37.80%, and accounted for 76.00% of total revenue [2] - The company's subsidiary, Xinhua San, achieved revenue of 36.404 billion yuan in the first half of 2025, reflecting a year-on-year increase of 37.75% [2] - Domestic government and enterprise business revenue reached 31.035 billion yuan, growing by 53.55% year-on-year, while international business revenue was 1.919 billion yuan, up by 60.25% [2]
紫光股份(000938.SZ)发布上半年业绩,归母净利润10.41亿元,增长4.05%
智通财经网· 2025-08-29 10:12
Core Insights - The company reported a revenue of 47.425 billion yuan for the first half of 2025, representing a year-on-year growth of 24.96% [1] - The net profit attributable to shareholders was 1.041 billion yuan, with a year-on-year increase of 4.05% [1] - The net profit excluding non-recurring gains and losses was 1.118 billion yuan, showing a year-on-year growth of 25.10% [1] - Basic earnings per share were 0.3639 yuan [1] Revenue Breakdown - The ICT infrastructure and services segment generated revenue of 36.042 billion yuan, marking a year-on-year growth of 37.80%, and accounted for 76.00% of total revenue [1] - The company's subsidiary, Xinhua San, achieved a revenue of 36.404 billion yuan in the first half of 2025, reflecting a year-on-year increase of 37.75% [1] - Domestic enterprise business revenue reached 31.035 billion yuan, with a significant year-on-year growth of 53.55% [1] - International business revenue was 1.919 billion yuan, showing a robust year-on-year growth of 60.25% [1]
紫光股份:上半年归母净利润同比增长4.05%
Bei Ke Cai Jing· 2025-08-29 09:53
Core Insights - Unisplendour Corporation announced a revenue of 47.425 billion yuan for the first half of 2025, representing a year-on-year growth of 24.96% [1] - The net profit attributable to the parent company reached 1.041 billion yuan, showing a year-on-year increase of 4.05% [1]
紫光股份(000938) - 公司章程(2025年8月)
2025-08-29 09:34
紫光股份有限公司章程 紫光股份有限公司 章 程 (已经公司第九届董事会第十三次会议审议通过,尚需提交公司股东会审议) 紫光股份有限公司章程 目 录 第四章 股东和股东会 第五章 董事和董事会 I 第一章 总 则 第二章 经营宗旨和范围 第三章 股 份 第一节 股份发行 第二节 股份增减和回购 第三节 股份转让 第一节 股东的一般规定 第二节 控股股东和实际控制人 第三节 股东会的一般规定 第四节 股东会的召集 第五节 股东会的提案与通知 第六节 股东会的召开 第七节 股东会的表决和决议 第一节 董事的一般规定 第二节 董事会 第三节 独立董事 第四节 董事会专门委员会 第六章 高级管理人员 第七章 党组织 第八章 财务会计制度、利润分配和审计 第一节 财务会计制度 第二节 内部审计 第三节 会计师事务所的聘任 第九章 通知与公告 第一节 通知 第二节 公告 第十章 合并、分立、增资、减资、解散和清算 第一节 合并、分立、增资和减资 第二节 解散和清算 第十一章 修改章程 第十二章 附 则 II 紫光股份有限公司章程 第一章 总 则 第一条 为维护公司、股东、职工和债权人的合法权益,规范公司的组织和行 为,根据 ...
紫光股份: 关于召开2025年第三次临时股东会的通知
Zheng Quan Zhi Xing· 2025-08-29 09:25
非累积投票提案 如委托人未对投票做明确指示,则视为被委托人有权按照自己的意思进行表决。 委托人签名(法人股东加盖公章): 委托人身份证号码(营业执照注册号): 委托人持股数: 委托人持股性质: 受托人姓名: 受托人身份证号码: 受托人签名: 委托日期及期限: 股票简称:紫光股份 股票代码:000938 公告编号:2025-047 紫光股份有限公司 关于召开 2025 年第三次临时股东会的通知 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、误导性陈述或者重大遗漏。 一、召开会议的基本情况 议案已经公司第九届董事会第十三次会议审议通过) 圳证券交易所相关业务规则和《公司章程》的有关规定。 (1)现场会议召开日期和时间:2025 年 9 月 16 日(星期二)下午 14 时 30 分 (2)网络投票时间:网络投票系统包括深圳证券交易所交易系统和互联网投票 系统(http://wltp.cninfo.com.cn)。通过深圳证券交易所交易系统进行投票的具体 时间为:2025 年 9 月 16 日上午 9:15-9:25,9:30-11:30 和下午 13:00-15:00 期间的 任意时间 ...