证券代码：000977 证券简称：浪潮信息 公告编号：2025-032 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。 重要内容提示： 1.浪潮电子信息产业股份有限公司（以下简称：公司或本公司）拟使用自有 资金和自筹资金以集中竞价交易方式回购公司部分A股股份（以下简称：本次回 购），用于减少公司注册资本。本次回购资金总额不低于人民币 2 亿元（含）且 不超过人民币 3 亿元（含），回购价格不超过人民币 75.59 元/股。按照本次回购 资金总额的上、下限及回购价格上限 75.59 元/股计算，预计回购股份数量约为 2,645,852 股至 3,968,778 股，约占公司目前总股本的 0.18%至 0.27%；具体回 购股份数量和回购金额以回购期满或回购完毕时公司实际回购的股份数量和回 购金额为准。回购期限为自公司股东大会审议通过本次回购股份方案之日起 12 个月内。 浪潮电子信息产业股份有限公司 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 2. 2025 年 4 月 11 日，公司在巨潮资讯网上披露了《关于浪潮集团有限公司 增持公司股份 ...

证券代码：000977 证券简称：浪潮信息 公告编号：2025-033 浪潮电子信息产业股份有限公司 关于召开 2025 年第二次临时股东大会的通知 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、 误导性陈述或者重大遗漏。 一、召开会议的基本情况 1.股东大会届次：公司 2025 年第二次临时股东大会。 2.会议召集人：经公司第九届董事会第十五次会议审议，决定由公司董事会 召集召开本次会议。 3.会议召开的合法、合规性：董事会认为本次会议的召开符合有关法律、行 政法规、部门规章、规范性文件和公司章程的规定。 4.会议召开的时间： 现场会议召开时间：2025 年 7 月 9 日（星期三）下午 15:00 网络投票时间：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 7 月 9 日上午 9:15-9:25、9:30-11:30，下午 13:00-15:00；通过深圳证 券交易所互联网投票系统进行投票的具体时间为：2025 年 7 月 9 日 9:15-15:00 期间的任意时间。 5.会议的召开方式：本次股东大会采取现场投票与网络投票相结合的方式。 公司将通过深圳证券 ...

证券代码：000977 证券简称：浪潮信息 公告编号：2025-031 浪潮电子信息产业股份有限公司 第九届董事会第十五次会议决议公告 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。 浪潮电子信息产业股份有限公司（以下简称：公司或本公司）第九届董事会 第十五次会议于 2025 年 6 月 20 日在公司会议室以现场和通讯相结合的方式召 开。会议通知于 2025 年 6 月 18 日以电子邮件方式发出，会议应到董事 6 名， 实到董事 6 名，公司监事会成员及部分高级管理人员列席了会议。会议由公司 董事长彭震先生主持，符合《公司法》和《公司章程》的有关规定。 会议以现场投票及通讯表决方式审议通过了以下议案： 本议案尚需提交公司 2025 年第二次临时股东大会审议。 二、关于召开 2025 年第二次临时股东大会的议案（详见公告编号为 2025- 033 号的"关于召开 2025 年第二次临时股东大会的通知"） 表决结果：同意 6 票，反对 0 票，弃权 0 票，本议案获得通过。 特此公告。 浪潮电子信息产业股份有限公司董事会 二〇二五年六月二十三日 一、关于回购公 ...

智通财经6月23日电，浪潮信息(000977.SZ)公告称，公司拟使用自有资金和自筹资金以集中竞价交易方 式回购公司部分A股股份，用于减少公司注册资本。本次回购资金总额不低于人民币2亿元（含）且不 超过人民币3亿元（含），回购价格不超过人民币75.59元/股。回购期限为自公司股东大会审议通过本 次回购股份方案之日起12个月内。 浪潮信息：拟2亿元-3亿元回购股份 ...

6月18日，浪潮信息（000977）北京ISP战略伙伴签约授牌仪式成功举办。浪潮信息与北京飞利信 （300287）电子技术有限公司等22家战略合作伙伴达成签约，其中将面向北京人工智能应用大市场，在 产品技术共创、行业场景深化及区域市场开拓上深度协同，助推AI技术落地，加速行业智能化转型。 数字城市业务中心总经理袁金辉代表公司出席签约仪式。未来，飞利信将与浪潮信息长期保持深度合 作。2025年，面对企业市场对于AIGC技术的爆发性需求，双方将持续联合，依托元脑生态平台精准锚 定企业市场新蓝海。(飞利信) ...

Core Viewpoint - The 2025 China International Financial Expo, themed "Open Innovation, Technology Empowerment, Co-creating a New Future for Finance," showcases nearly 300 institutions, highlighting the importance of technology in the financial sector [1]. Group 1: Hardware Foundation - Inspur Computer emphasizes the "One Machine, Multiple Chips, Diverse Computing Power" concept, presenting reliable hardware products that address the challenges of real-time data processing and complex model training in finance [3]. - The showcased servers, such as the Inspur Yingzheng CS5280, feature high performance, flexibility, and intelligent operation, providing robust computing power for financial data processing [3]. - The AI server CS5698H3, designed for training large AI models, supports models with hundreds of billions of parameters, showcasing flagship-level computing power and bandwidth [3]. Group 2: Scene Integration - Inspur Computer integrates advanced software and hardware technologies to create tailored solutions for banks, insurance, and securities, enhancing operational efficiency and reducing costs [5]. - The company has deployed diverse intelligent computing clusters to support leading financial data platforms, ensuring efficient operations and data security for banks [5]. - For securities firms, Inspur leverages its high-performance computing capabilities to provide ultra-low latency support for quantitative trading and develops intelligent research platforms for automated data analysis [5]. Group 3: Ecosystem Collaboration - Inspur actively participates in product demonstrations with upstream and downstream ecosystem partners, fostering an open and innovative financial computing foundation [6]. - The company plans to continue investing in key technology research and deepen the application of intelligent solutions in vertical financial scenarios, contributing to high-quality financial development [6].

Group 1 - The report maintains an overweight rating on the computer industry, highlighting the rise of AI and domestic chip manufacturers as key investment themes [3][4] - AI applications and computing power are expected to see significant growth, with AI Agents poised for a breakthrough year in 2025, particularly in enterprise services and SaaS sectors [4][5] - The domestic AI server market is projected to grow significantly, with a forecasted market size exceeding $100 billion by 2029, driven by increasing demand for AI computing power [5][4] Group 2 - The report emphasizes the new opportunities in the domestic software industry, particularly in core software areas where the localization rate is currently low, indicating a potential peak replacement period [4][5] - The report notes that the increasing external uncertainties and government support are accelerating the development of domestic software, with significant room for growth in database and operating system sectors [5][4] - The report identifies that the domestic database market is expected to see accelerated penetration in various industries as the 2027 full replacement deadline approaches [5][4] Group 3 - The report discusses the competitive landscape of AI models, noting that the performance gap between domestic and international models is narrowing, with significant advancements in domestic open-source models [5][28] - The report highlights the emergence of AI Agents as a new paradigm in human-machine collaboration, with the potential to transform efficiency in various sectors [31][32] - The report outlines the parallel development of MCP and A2A protocols, which are expected to enhance the AI Agent ecosystem by facilitating interoperability and data sharing [38][39]

Core Viewpoint - The company has experienced a slowdown in revenue growth and a decline in net profit over the past few years, but it has recently seen a resurgence in 2024 driven by AI demand, particularly in AI server markets [2][3]. Revenue and Profit Trends - In 2021, the company's revenue was 67.048 billion, with a net profit of 1.8 billion; in 2022, revenue increased to 69.635 billion, but net profit fell to 1.744 billion; in 2023, revenue dropped to 65.867 billion, and net profit further declined to 1.118 billion [2]. - In 2024, the company reported a revenue of 114.767 billion and a record high net profit of 1.874 billion, indicating a significant recovery [2]. - In Q1 2025, the net profit reached 427 million, marking a year-on-year growth of 80.76% [2]. AI Strategy and Product Development - The company has established a comprehensive AI computing product lineup, offering solutions for various sectors such as autonomous driving and drug development [3]. - It launched the EPAI platform for enterprise-level model development, which lowers the barriers for AI model applications [3]. - The company has made breakthroughs in liquid cooling technology, holding over 40% market share in China, which enhances the efficiency of AI model training [3]. - Collaborations in education and healthcare sectors have further propelled the growth of AI server markets [3]. Challenges and Risks - The company's gross margin is relatively low, with a gross margin of 10.04% in 2023 and further declining to 7.74% in 2024, significantly below international competitors [5]. - High customer concentration is a concern, with the top five customers accounting for 56.15% of sales, which limits pricing power and increases performance volatility [6][7]. - The company faces significant inventory pressure, with inventory reaching 22.26 billion in Q3 2024, leading to potential risks of devaluation and liquidity issues [8][9]. - Cost control is a challenge, with high raw material costs and overall expenses impacting profitability, as the gross margin decreased from 18.7% in 2021 to 13.2% in 2024 [10].

Group 1 - The core index of the China Securities Information Security Theme Index (CSI Information Security) rose by 0.27% to 1597.63 points, with a trading volume of 35.617 billion yuan [1] - Over the past month, the CSI Information Security Index has decreased by 1.00%, and over the past three months, it has declined by 14.42%. Year-to-date, it has increased by 0.36% [1] - The index includes listed companies involved in information security technology, products, and services, reflecting the overall performance of securities in the information security sector [1] Group 2 - The top ten weighted companies in the CSI Information Security Index are: Inspur Information (5.7%), Unisplendour (5.16%), Unisoc (5.16%), Zhongke Shuguang (4.94%), Hikvision (4.79%), 360 Security Technology (4.19%), Dahua Technology (3.83%), China Great Wall (3.59%), Yonyou Network (3.49%), and China Software (3.35%) [1] - The market share of the CSI Information Security Index holdings is 70.13% from the Shenzhen Stock Exchange and 29.87% from the Shanghai Stock Exchange [1] Group 3 - In terms of industry composition, the CSI Information Security Index is comprised of 81.79% information technology, 15.51% communication services, 1.43% industrial, and 1.27% financial sectors [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]

Core Insights - The overall brand communication effectiveness of Shandong listed companies showed improvement in April 2025, with an average INC index of 588.49, reflecting a 0.43% increase from March [1][3] - The company with the highest increase in ranking was Zhongchuang Logistics Co., Ltd., which rose by 156 positions, while Zhiyang Innovation Technology Co., Ltd. experienced the largest drop, falling by 132 positions [1] INC Index Overview - The INC index, or Internet Communication Influence Index, serves as a quantitative evaluation system for brand communication effectiveness in the digital age [2] - The index evaluates dimensions such as communication breadth, heat, online attention, and official website presentation [2] Industry Level Analysis - The average INC index of 588.49 indicates that most brands in the industry are maturing and gaining more attention, with both brand voice and social concern on the rise [3] - The skewness coefficient of the INC index is 0.77, indicating a moderate right-skewed distribution, where a few units exhibit outstanding communication influence, enhancing the overall industry INC level [3] Communication Breadth Analysis - The average communication breadth index for April was 2.73, categorized as "standard level" [5] - Eight companies achieved the highest level (5), including Qingdao Beer Co., Ltd. and Haier Smart Home Co., Ltd. [5] - A total of 68 companies reached level 4 ("upgraded level"), while 212 companies were at level 3 ("standard level") [5] Communication Heat Analysis - The average communication heat index was 2.36, also at the "standard level" [6] - Five companies reached the highest level (5), including Qingdao Beer Co., Ltd. and Haier Smart Home Co., Ltd. [7] - A total of 50 companies achieved level 4, indicating strong activity and high information engagement [7][8] Online Attention Analysis - The average online attention index was 1.6, categorized as "regional attention" [9] - 107 companies reached level 3 or above ("national attention"), including Qingdao Beer Co., Ltd. and Haier Smart Home Co., Ltd. [10] - 114 companies were at the lowest level ("sporadic attention"), indicating low brand awareness [10] Official Website Presentation Analysis - The average official website presentation index was 1.08, below the "standard level" [11] - Two companies achieved the highest level (5), including Haier Smart Home Co., Ltd. [12] - A total of 176 companies were at the lowest level ("deep water level"), indicating poor website visibility [12]