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 ...

浪潮信息公告，股东浪潮集团自2025年4月11日至2025年10月9日，通过集中竞价累计增持公司股份 160.74万股，占公司总股本的0.11%，增持金额1亿元；增持前持股31.93%，增持后持股32.04%，浪潮集 团及其一致行动人合计持股32.43%。本次增持计划已实施完成，浪潮集团承诺在法定期限内不减持。 ...

沪指10月10日下跌0.94%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为建筑材料、煤炭， 涨幅分别为1.92%、1.37%。跌幅居前的行业为电子、电力设备，跌幅分别为4.71%、4.46%。计算机行 业位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流出1257.84亿元，今日有8个行业主力资金净流入，建筑材料行业主 力资金净流入规模居首，该行业今日上涨1.92%，全天净流入资金4.18亿元，其次是农林牧渔行业，日 涨幅为0.94%，净流入资金为3.79亿元。 主力资金净流出的行业有23个，电子行业主力资金净流出规模居首，全天净流出资金383.19亿元，其次 是电力设备行业，净流出资金为255.35亿元，净流出资金较多的还有有色金属、计算机、通信等行业。 计算机行业今日下跌3.70%，全天主力资金净流出142.94亿元，该行业所属的个股共335只，今日上涨的 有48只，涨停的有1只；下跌的有284只。以资金流向数据进行统计，该行业资金净流入的个股有80只， 其中，净流入资金超亿元的有5只，净流入资金居首的是中电鑫龙，今日净流入资金1.94亿元，紧随其 后的是淳中科技、初灵信息，净流入资金分别为 ...

证券之星消息，10月10日计算机设备板块较上一交易日下跌3.04%，浪潮信息领跌。当日上证指数报收于3897.03，下跌0.94%。深证成指报收于 13355.42，下跌2.7%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300270 | 中威电子 | 11.15 | 9.64% | 60.37万 | | 6.64亿 | | 603516 | 淳中科技 | 160.99 | 6.19% | 15.68万 | | 25.25 乙 | | 300462 | ST华铭 | 10.65 | 2.31% | 4.07万 | | 4352.24万 | | 300455 | 航天智装 | 17.99 | 1.93% | 21.08万 | | 3.79亿 | | 003004 | *ST声讯 | 19.79 | 1.70% | 9196.0 | | 1812.36万 | | 920976 | 视声智能 | 26.39 | 1.27% | 5810.02 | ...

编辑 杨娟娟 新京报贝壳财经讯（记者韦博雅）10月9日，国际数据公司IDC发布的数据显示，2025上半年中国加速 服务器市场规模达到160亿美元，同比2024上半年增长超过一倍。IDC预计，到2029年，中国加速服务 器市场规模将超过1400亿美元。 2025上半年，从厂商销售额看，浪潮、新华三、联想位居前三，占据了近50%的市场份额；从服务器出 货台数角度看浪潮、新华三、宁畅居前三名，占有约43%的市场份额；从行业看，互联网依然是最大的 采购行业，占整体加速服务器市场近69%的份额，此外金融、教育、运营商和医疗健康等多数行业均有 超过一倍以上的增涨。 此外，2025上半年中国加速芯片的市场规模达到超过190万张。 IDC分析师认为，中国AI加速服务器市场正在经历规模扩张和本土替代的阶段。在高端算力效能与生态 成熟度上仍需突破。未来竞争焦点将从单芯片性能转向系统能效比、开放生态协同和绿色算力成本控 制。行业需避免低水平重复建设，通过技术协同与标准优化提升国际竞争力。 校对 陈荻雁 ...

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]

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 acceptance of local chip manufacturers [1][9] Group 1: ICBC Server Procurement - ICBC awarded a 3 billion RMB server project to Inspur Information, which was the sole winner of the bid [3] - The bidding conditions were stringent, requiring bidders to have prior contracts with major banks or telecom companies totaling at least 20 million RMB [3] - The project involves air-cooled servers, despite a market shift towards liquid cooling solutions [3][5] Group 2: China Unicom Server Procurement - China Unicom's centralized procurement project totaled 7.96 billion RMB, divided into two packages: one for Intel CPU servers and another for domestic computing servers [4][5] - The domestic computing server package included budgets of 2.782 billion RMB for Haiguang servers and 4.285 billion RMB for Kunpeng servers [4] - Domestic suppliers secured the majority of the contracts, indicating a strong preference for local technology [5] Group 3: Market Dynamics and Trends - Inspur Information leads the domestic server market with a 30.8% share, followed by other local companies like Super Fusion and H3C [7] - The x86 server market in China is projected to reach 39.3 billion USD in 2024, with local companies increasingly relying on both Intel and Haiguang chips [7][8] - The rise of domestic chip manufacturers like Haiguang and Huawei is reshaping the competitive landscape, with local chips gaining market share against established players like Intel and AMD [9][10]

Core Viewpoint - The procurement project by Industrial and Commercial Bank of China (ICBC) for Haiguang chip servers marks a significant advancement in the domestic server replacement process within the financial sector, indicating a shift from "alternative selection" to "main option" for domestic general-purpose processors [2][13]. Summary by Sections Project Announcement - ICBC announced the public tender for the 2025 Haiguang chip server procurement project on August 25, 2023, signaling a robust commitment to domestic technology [2][3]. Tender Details - The project is funded through self-raised funds and is open for public bidding, with a total procurement amount estimated at 3 billion yuan [4][6]. - The tender includes one lot for the procurement of wind-cooled Haiguang chip servers [4]. Bidding Candidates - The main winning candidate is Inspur Electronic Information Industry Co., Ltd., with ZTE and Lenovo as backup candidates, all utilizing domestic Haiguang chip solutions [6][11]. - The evaluation of the candidates confirmed that all met the requirements outlined in the tender documents [7]. Market Context - Recent procurement activities, including those by Nanjing Bank and others, show a growing trend of domestic server adoption in the financial sector, with significant procurement amounts indicating a shift towards local solutions [10][12]. - The increasing scale and importance of these projects highlight the critical requirements for stability, compatibility, and security in the financial industry [13]. Implications - The large-scale procurement by ICBC reflects the practical value of domestic general-purpose processors, which are now seen as essential components in core business scenarios within the financial sector [13].