（记者 曾健辉） 截至发稿，浪潮信息市值为885亿元。 每经头条（nbdtoutiao）——688496，被证监会立案！刚上市业绩就变脸，亏损超1亿元；核心产品受重 创：第一大客户"自产自用"，减少采购 每经AI快讯，浪潮信息（SZ 000977，收盘价：60.11元）11月25日晚间发布公告称，截至2025年11月25 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公司股份约366万股，占公司总股本 0.25%，最高成交价69.8元/股，最低成交价为53.71元/股，成交总金额约2.25亿元。 2025年1至6月份，浪潮信息的营业收入构成为：电子行业占比100.0%。 ...

格隆汇11月25日丨浪潮信息(000977.SZ)公布，截至2025年11月25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公司股份3,658,467股，占公司总股本0.25%，最高成交价69.80元/股，最低成 交价为53.71元/股，成交总金额22,499.87万元（含交易费用）。公司本次回购股份总金额已达回购股份 方案中回购总金额下限，且未超过回购总金额上限，公司本次回购符合相关法律法规的规定和公司既定 的回购股份方案的要求，本次回购股份方案已实施完成。 ...

智通财经APP讯，浪潮信息(000977.SZ)发布公告，截至2025年11月25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公司股份365.85万股，占公司总股本0.25%，最高成交价69.80元/股，最低成 交价为53.71元/股，成交总金额2.25亿元(含交易费用)。本次回购股份方案已实施完成。 ...

证券代码：000977 证券简称：浪潮信息 公告编号：2025-060 浪潮电子信息产业股份有限公司 关于股份回购实施完成暨股份变动的公告 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。 浪潮电子信息产业股份有限公司（以下简称：公司）分别于 2025 年 6 月 20 日、2025 年 7 月 9 日召开第九届董事会第十五次会议、2025 年第二次临时股东 大会，审议通过了《关于回购公司股份方案的议案》，同意公司以自有资金和自 筹资金通过集中竞价交易方式回购公司部分 A 股股份，用于减少公司注册资本。 具体内容详见公司于 2025 年 6 月 24 日、2025 年 7 月 10 日在《中国证券报》《证 券时报》《证券日报》《上海证券报》及巨潮资讯网披露的《第九届董事会第十五 次会议决议公告》《关于回购公司股份方案暨收到金融机构股票回购专项贷款承 诺函的公告》《2025 年第二次临时股东大会决议公告》。 截至 2025 年 11 月 25 日，公司本次回购股份方案已实施完成。根据《上市 公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股 ...

智通财经APP讯，浪潮信息(000977.SZ)发布公告，截至2025年11月25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公司股份365.85万股，占公司总股本0.25%，最高成交价69.80元/股，最低成 交价为53.71元/股，成交总金额2.25亿元(含交易费用)。本次回购股份方案已实施完成。 ...

Core Insights - The overall brand communication effectiveness of Shandong listed companies in October 2025 shows a slight decline in the average Network Communication Influence Index (INC Index) to 578.32, down 0.78% from September [1][3] - The company with the most significant increase in ranking is Dezhou United Petroleum Technology Co., Ltd., which rose by 222 positions, while Gome Communication Equipment Co., Ltd. saw the largest drop, falling by 168 positions [1] - The top ten companies in the INC Index include Dong'e Ejiao Co., Ltd., Qingdao Beer Co., Ltd., and Haier Smart Home Co., Ltd., among others, with Huaxi Biotechnology Co., Ltd. showing the most significant improvement, rising 5 places [1] Industry Overall Analysis - The average INC Index of 578.32 indicates that most brands in the industry are maturing and gaining more attention, with brand voice and social concern on the rise [3] - The skewness coefficient of the INC Index is 0.866, indicating a moderate right-skewed distribution, where a few units perform exceptionally well, enhancing the overall industry INC level [3] Communication Breadth Analysis - The average communication breadth score is 2.67, categorized as "standard level," suggesting that the overall voice of Shandong listed companies is at a moderate level [5] - 11 companies achieved the highest level (5), while 72 companies reached level 4, indicating a strong performance in communication breadth [5] - 34 companies are at level 2, indicating potential for improvement, and 1 company is at the lowest level [5] Communication Heat Analysis - The average communication heat score is 2.33, also at the "standard level," reflecting moderate engagement on media platforms [6] - 7 companies reached the highest level (5), while 44 companies achieved level 4, indicating strong activity and engagement [7] - 101 companies are at level 2, and 3 companies are at the lowest level, suggesting a need for improved content planning [7] Network Attention Analysis - The average network attention score is 1.52, categorized as "regional attention," indicating that most companies have some recognition within local areas [8] - 80 companies achieved level 3 or above, while 114 companies are at level 2, showing varying degrees of brand awareness [9] - 116 companies are at the lowest level, indicating low search frequency for brand keywords [9] Official Website Presentation Analysis - The average official website presentation score is 1.05, below the "standard level," indicating low frequency and quality of information published on company websites [10] - 2 companies achieved the highest level (5), while 3 companies reached level 4, showing some companies excel in their online presence [11] - 174 companies are at the lowest level, highlighting a significant area for improvement in website quality and content [11]

Core Insights - The article discusses the significant growth in data center infrastructure spending driven by AI training and inference cluster architectures, which also positively impacts the HPC (High-Performance Computing) architecture [1][2]. HPC-AI Market Overview - According to Hyperion Research, the global HPC spending over the past three years and future five-year forecasts indicate a robust market [2]. - The HPC-AI market is projected to generate $59.93 billion in total sales in 2024, reflecting a 23.5% growth compared to 2023, with on-premises HPC-AI systems contributing $50.39 billion (up 22.9%) and cloud HPC-AI systems contributing $9.54 billion (up 4.9%) [4][5]. Future Projections - For 2025, the overall HPC-AI market is expected to bring in $58.963 billion, a 17% increase from 2024, with cloud consumption at $12.38 billion and on-premises systems at $57.75 billion [5][6]. - The growth rate is anticipated to stabilize at around 7% to 8% annually by the end of the decade, which is still double the historical average [6]. Spending Breakdown - In 2024, cloud computing consumption will account for 15.9% of the HPC-AI product spending, with 30% of cloud spending allocated to storage, compared to 21.7% for on-premises HPC-AI centers [8]. - Services constitute a significant portion of the HPC-AI budget, primarily for system installation, maintenance, and technical support, while software accounts for only 5% of the total budget [8]. Revenue by Vendor - In 2024, the leading vendors in the HPC-AI market include HPE with $7.151 billion (28.2% market share), Dell Technologies with $3.916 billion (15.5%), and Lenovo with $1.450 billion (5.7%) [13][14]. - Non-traditional suppliers, referred to as Original Design Manufacturers (ODMs), have revenue nearly equal to HPE, indicating a competitive landscape [14]. Market Segmentation - The HPC-AI market is segmented into various price ranges, with the largest share (27.9%) coming from large HPC systems priced between $1 million and $10 million, while entry-level HPC systems (under $250,000) account for 24.3% [15]. Investment Trends - Investment in HPC-AI systems is accelerating, as evidenced by new supercomputers announced by the US Department of Energy, which are expected to stabilize revenue over time due to a shift towards cloud models [17].

Core Insights - The AI computing industry is transitioning into an "application dividend period," driven by the integration of artificial intelligence and high-performance computing, with a projected global market size of $234 billion in 2024 and expected to exceed $2.75 trillion by 2032, reflecting a compound annual growth rate of 36.8% [5][6][10] AI Computing Industry Overview - AI computing (Intelligent Computing) combines AI with high-performance computing, utilizing dedicated hardware and distributed architecture to provide efficient and scalable computing power for AI tasks [2][3] - The industry is characterized by a three-pronged model of "computing power + algorithms + data," which supports complex AI model training and inference, making it a critical infrastructure for the digital economy [2][3] Global and Chinese AI Computing Development - The global AI market is evolving from a "model dividend period" to an "application dividend period," becoming a core engine for the digital economy, with significant advancements in computing power architecture [5][6] - In 2024, the total global computing power is expected to reach 2207 EFLOPS, with intelligent computing power contributing 1610 EFLOPS, marking a year-on-year growth of 63.8% [5][6] - China's total computing power is projected to reach 280 EFLOPS in 2024, with intelligent computing power at 90 EFLOPS, indicating a significant gap between supply and future demand [6][10] AI Computing Industry Chain in China - The AI computing industry chain in China consists of upstream hardware (GPUs, NPUs), midstream service providers (telecom operators, cloud service providers), and downstream application sectors (internet, finance, manufacturing) [8][10] - The market for AI acceleration chips is expected to grow from 17.56 billion yuan in 2020 to 142.54 billion yuan in 2024, with a compound annual growth rate of 68.8% [9][10] Competitive Landscape - Major players in the infrastructure layer include Huawei, which leads in domestic chip production, and Inspur, which dominates the AI server market [10] - Telecom operators and cloud service providers, such as China Telecom, Alibaba Cloud, and Tencent Cloud, are key players in the computing service layer [10] Future Trends in AI Computing Industry - The industry is expected to evolve towards collaborative evolution, with a focus on efficient resource utilization and deep integration with the real economy [11][12] - The emphasis will shift from model performance to creating measurable business value through large-scale applications in key sectors such as manufacturing, finance, and healthcare [13]

Core Points - The company, Inspur Information, announced the issuance of its seventh ultra-short-term financing bond for the year 2025, amounting to 1 billion RMB [2] - The bonds were issued at a face value of 100 RMB each, with an interest rate of 1.49% [2] - The lead underwriter for this issuance is China Everbright Bank, with Qingdao Bank serving as the co-lead underwriter [2] - The funds raised from this issuance were confirmed to be fully received on November 20, 2025 [2]

2025 年 10 月 21 日，公司发行超短期融资券的申请已经中国银行间市场交 易商协会注册通过（中市协注〔2025〕SCP294 号），核定公司超短期融资券注册 金额为 100 亿元，注册额度自通知书落款之日起 2 年内有效。 现将具体发行情况公告如下： 公司 2025 年度第七期超短期融资券于 2025 年 11 月 19 日在全国银行间债券 市场公开发行，发行金额为 10 亿元人民币，每张面值为 100 元人民币，发行利 率为 1.49%，由中国光大银行股份有限公司担任主承销商及簿记管理人、青岛银 行股份有限公司担任联席主承销商。本次发行所募集的资金于 2025 年 11 月 20 日全部到账。 本 期 超 短 期 融 资 券 发 行 的 相 关 文 件 内 容 详 见 公 司 在 中 国 货 币 网 （www.chinamoney.com.cn）的公告。 特此公告。 证券代码：000977 证券简称：浪潮信息 公告编号：2025-059 浪潮电子信息产业股份有限公司 关于公司 2025 年度第七期超短期融资券发行情况公告 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 ...