浪潮电子信息产业股份有限公司 关于回购公司股份的进展公告 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。 证券代码：000977 证券简称：浪潮信息 公告编号：2025-050 （二）公司以集中竞价交易方式回购股份，符合下列要求 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》。 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——回购股份》等相关规定，回购期间公司应当在每 ...

证券代码：000977 证券简称：浪潮信息 公告编号：2025-051 浪潮电子信息产业股份有限公司 关于浪潮集团有限公司增持公司股份计划实施结果 的公告 浪潮集团有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 近日，公司收到浪潮集团出具的《关于增持浪潮信息股份计划实施完成的告 知函》，浪潮集团于2025年10月9日实施完成本次增持股份计划，现将相关情况 公告如下： 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1.浪潮电子信息产业股份有限公司（以下简称"浪潮信息""公司"或"本 公司"）于 2025 年 4 月 11 日披露了《关于浪潮集团有限公司增持公司股份计划 的公告》（公告编号：2025-021），浪潮集团有限公司（以下简称"浪潮集团"） 计划自 2025 年 4 月 11 日起 6 个月内，以其自有资金及专项贷款通过深圳证券交 易所交易系统以集中竞价或大宗交易方式增持公司股票，增持金额不少于人民币 1 亿元（含）且不超过 2 亿元（含）。 2.增持计划实施结果：增持计划期间，浪潮集团通过集中竞价交易方式累计 增持公司股份 ...

北京市东城区 北三环东路 36 号环球贸易中 心 B 座 11 层 电话（Tel）： 52213236/7 邮编（P.C）： 100013 关于浪潮集团有限公司增持 浪潮电子信息产业股份有限公司 股份的 法律意见书 君致（法）字[2025]276 号 北京市君致律师事务所（以下简称"本所"）作为浪潮电子信息产业股份有限公 司（以下简称"公司"）的常年法律顾问，根据《中华人民共和国公司法》（以下简 称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购管理办法》"）及《深圳证券交易所 上市公司自律监管指引第 10 号——股份变动管理》等法律、法规及规范性文件的规定， 就浪潮集团有限公司（以下简称"增持人"或"浪潮集团"）增持公司股份（以下简 称"本次增持"）相关事宜，出具本法律意见书。 北京市君致律师事务所 北京市东城区北三环东路 36 号环球贸易中心 B 座 11 层 邮编(100013) Add: 11/F, Tower B, Global Trade Center, No.36 North Third Ring Road East, Dongc ...

Core Viewpoint - The announcement indicates that the shareholder, Langchao Group, has completed a share buyback plan, increasing its stake in the company from 31.93% to 32.04% through the purchase of 1.6074 million shares, totaling an investment of 1 billion yuan [1] Group 1 - Langchao Group conducted a share buyback from April 11, 2025, to October 9, 2025 [1] - The total shares acquired by Langchao Group represent 0.11% of the company's total share capital [1] - After the buyback, Langchao Group and its concerted parties hold a combined total of 32.43% of the company's shares [1]

Market Overview - The Shanghai Composite Index fell by 0.94% on October 10, with 18 out of the 28 sectors rising, led by construction materials and coal, which increased by 1.92% and 1.37% respectively. The sectors with the largest declines were electronics and electrical equipment, down by 4.71% and 4.46% respectively [1] Capital Flow Analysis - The net outflow of capital from the two markets reached 125.784 billion yuan, with 8 sectors experiencing net inflows. The construction materials sector had the highest net inflow of 418 million yuan, while the agriculture, forestry, animal husbandry, and fishery sector saw a net inflow of 379 million yuan with a daily increase of 0.94% [1] - A total of 23 sectors experienced net capital outflows, with the electronics sector leading with a net outflow of 38.319 billion yuan, followed by the electrical equipment sector with a net outflow of 25.535 billion yuan. Other sectors with significant outflows included non-ferrous metals, computers, and communications [1] Computer Industry Performance - The computer industry experienced a decline of 3.70%, with a total net outflow of 14.294 billion yuan. Out of 335 stocks in this sector, 48 stocks rose, including 1 stock that hit the daily limit, while 284 stocks fell. There were 80 stocks with net inflows, with the top inflow being 194 million yuan into Zhongdian Xindong [2] - The top three stocks with the highest net outflows included Zhongke Shuguang, with a net outflow of 1.645 billion yuan, followed by Zhinanzhen and Inspur Information, with net outflows of 1.108 billion yuan and 961 million yuan respectively [3] Capital Inflow and Outflow Rankings - The top stocks in the computer industry by capital inflow included Zhongdian Xindong (4.47% increase), Chunz中科技 (6.19% increase), and Chulingen Information (12.94% increase) [2] - The top stocks by capital outflow included Zhongke Shuguang (-7.96% decrease), Zhinanzhen (-7.46% decrease), and Inspur Information (-8.29% decrease) [3]

Core Viewpoint - The computer equipment sector experienced a significant decline, with a drop of 3.04% on October 10, 2023, led by Inspur Information, while the Shanghai Composite Index fell by 0.94% and the Shenzhen Component Index decreased by 2.7% [1][3]. Group 1: Market Performance - The computer equipment sector's main stocks showed varied performance, with notable declines in major companies such as Inspur Information, which fell by 8.29% to a closing price of 69.66 yuan, and Zhongke Shuguang, which decreased by 7.96% to 113.36 yuan [3]. - The total net outflow of funds from the computer equipment sector reached 4.779 billion yuan, while retail investors saw a net inflow of 3.817 billion yuan [3][4]. Group 2: Individual Stock Performance - Zhongwei Electronics saw a significant increase of 9.64%, closing at 11.15 yuan, with a trading volume of 603,700 shares and a transaction value of 664 million yuan [1]. - Other stocks like Chunzhi Technology and ST Huaming also reported gains of 6.19% and 2.31%, respectively, indicating some resilience within the sector despite the overall downturn [1]. Group 3: Fund Flow Analysis - The main funds showed a net outflow from several stocks, including Chunzhi Technology and Aerospace Intelligence, while retail investors contributed positively to stocks like Yuyin Co., which had a net inflow of 626,400 yuan [4]. - The overall trend indicates a shift in investor sentiment, with retail investors actively participating in the market despite the outflows from institutional funds [4].

Core Insights - The Chinese accelerated server market is projected to reach $16 billion in the first half of 2025, more than doubling from the first half of 2024, with expectations to exceed $140 billion by 2029 [1] Market Overview - In terms of vendor sales, Inspur, H3C, and Lenovo occupy the top three positions, accounting for nearly 50% of the market share [1] - From the perspective of server shipment volume, Inspur, H3C, and Ningchang lead the market, holding approximately 43% of the market share [1] Industry Segmentation - The internet sector remains the largest purchasing industry, representing nearly 69% of the overall accelerated server market, with significant growth observed in finance, education, telecommunications, and healthcare sectors, all exceeding 100% growth [1] Chip Market Insights - The market for accelerated chips in China is expected to exceed 1.9 million units in the first half of 2025 [1] Competitive Landscape - The Chinese AI accelerated server market is currently undergoing a phase of scale expansion and domestic substitution, with a need for breakthroughs in high-end computing efficiency and ecosystem maturity [1] - Future competition will shift focus from single-chip performance to system efficiency, open ecosystem collaboration, and green computing cost control [1] - The industry is encouraged to avoid low-level redundant construction and enhance international competitiveness through technological collaboration and standard optimization [1]

Core Insights - The rapid advancement of domestic computing chips is complemented by positive developments in general-purpose processors in China [1] - Major procurement announcements from Industrial and Commercial Bank of China (ICBC) and China Unicom indicate a significant shift towards domestic CPU usage in server procurement [1][6] - The overall market for intelligent computing is expected to grow substantially, with projections indicating that by 2027, intelligent computing power in China will reach 1117 EFLOPS [1][9] Group 1: Procurement Announcements - ICBC announced a procurement of Haiguang chips with a total value of approximately 3 billion yuan, with candidates including Inspur, ZTE, and Lenovo [1] - China Unicom's procurement project has a budget exceeding 7.9 billion yuan, with a significant portion allocated for domestic general-purpose processors [1] - The procurement data shows that over 90% of the servers will use domestic CPUs, with Haiguang and Kunpeng CPUs being the most utilized [3][4] Group 2: Market Trends and Projections - The share of domestic chip servers has increased to 90.1%, a significant rise from around 40% in previous years [4] - The demand for server CPUs is expected to grow, with projections indicating that by 2028, the demand for data center servers will reach 13.99 million units, with a compound annual growth rate of 6% from 2024 to 2028 [7] - The domestic server CPU market is rapidly evolving, with X86 architecture still dominating but Arm architecture gaining market share [8][9] Group 3: Domestic CPU Development - Domestic CPUs such as Haiguang, Kunpeng, and Alibaba's Xuantie are rapidly developing, with a notable increase in market presence [8] - The domestic CPU localization rate has risen from 0% in 2018 to 36% in 2023, with expectations to reach 85% by 2028 due to policy support and technological advancements [9] - The current landscape shows a strong push towards domestic solutions in the server CPU market, driven by both demand and government initiatives [9]

Core Insights - Chinese computing power companies received significant contracts from China Unicom and Industrial and Commercial Bank of China (ICBC), totaling over 10 billion RMB, primarily for domestic chip-based servers [2][6] - The rapid growth of domestic chip manufacturers is attributed to technological advancements and favorable policies [2][11] Group 1: Contract Details - ICBC awarded a 30 billion RMB server project to Inspur Information, with stringent bidding conditions requiring bidders to have prior contracts with major banks or telecom companies [4][5] - China Unicom's centralized procurement project for general servers totaled 79.6 billion RMB, with significant portions allocated to domestic computing power server providers [5][6] - The total procurement amount from both ICBC and China Unicom approaches 110 billion RMB, with around 100 billion RMB going to domestic server suppliers [6] Group 2: Market Position and Trends - Inspur Information is currently the leading domestic server provider, holding a 30.8% market share in the x86 server market [8][9] - The x86 server market in China is projected to reach 39.3 billion USD in 2024, with major players including Inspur Information, Super Fusion, and H3C [9][10] - Domestic chip companies like Haiguang and Huawei are emerging as key players, with Haiguang's products compatible with x86 instruction sets [11][12] Group 3: Industry Growth and Future Outlook - The demand for domestic chips is increasing, particularly in the financial and internet sectors, with significant revenue growth observed in these areas [13][14] - The shift towards AI and the need for advanced computing power are driving the development of local AI computing companies [14][15] - The resilience of domestic chip manufacturers in overcoming high-end manufacturing and design tool limitations positions them for future growth [15]

Core Insights - Chinese computing power companies received significant contracts during the National Day holiday, with China Unicom and Industrial and Commercial Bank of China (ICBC) announcing server procurement projects totaling over 10 billion RMB [1][5] - The projects primarily feature domestic chips, highlighting the rapid growth and market establishment of local chip manufacturers [1][8] Group 1: ICBC Server Procurement - Inspur Information won a 3 billion RMB server procurement project from ICBC, which set stringent conditions for bidders, including prior contracts with major banks and telecom companies [2][4] - The project involves air-cooled servers, despite a market shift towards liquid cooling, indicating a continued demand for traditional cooling methods [2][4] - The scale of this hardware tender is notable, as typically multiple companies would win such contracts, but this time only Inspur was selected as the primary bidder [2][5] Group 2: China Unicom Server Procurement - China Unicom's centralized procurement project for general servers totaled 7.96 billion RMB, with 11 manufacturers sharing the contracts [4][5] - The procurement was divided into two packages: one for Intel CPU servers and another for domestic computing servers, with significant portions allocated to domestic brands like Haiguang and Kunpeng [4][5] - Domestic server providers secured the majority of the contracts, reflecting a strong preference for local technology [5] Group 3: Market Position and Growth - Inspur Information is currently the leading domestic server provider, holding a 30.8% market share in the x86 server market, followed by other companies like Super Fusion and H3C [7][6] - The x86 server market in China is projected to reach 39.3 billion USD in 2024, indicating robust growth potential for domestic manufacturers [7] - Local chip companies, such as Haiguang and Huawei, have emerged as key players, with Haiguang's products compatible with mainstream operating systems and instruction sets [8][9] Group 4: Industry Trends and Future Outlook - The increasing adoption of domestic chips is supported by favorable policies and technological advancements, with significant growth observed in sectors like finance and internet [10][9] - The market share of domestic chips is growing, with Haiguang holding approximately 30% and Huawei's Kunpeng dominating around 70% [10] - The shift towards AI and the need for enhanced computing power are driving the development of local AI computing companies, creating new opportunities in the market [10]