每经AI快讯，广电运通(002152)11月26日公告，近日，公司收到广东省机电设备招标有限公司发出的两 份中标通知书，公司分别为"人工智能应用中试基地硬件建设项目（第一阶段）-设备购置及配套服 务"和"人工智能应用中试基地软件建设项目"的中标单位，中标金额合计为3.08亿元。 （文章来源：每日经济新闻） ...

Core Insights - The company, Guangdian Yuntong, has received two winning bid notifications from Guangdong Provincial Electromechanical Equipment Tendering Co., Ltd for projects related to the construction of an artificial intelligence application pilot base, with a total bid amount of 308 million yuan [1] Project Details - The projects include hardware construction and software development for the artificial intelligence application pilot base, leveraging the company's self-developed aiCore System digital foundation, Wangdao industry large model, and Guangdian Yuntong's intelligent computing cloud [1] - The projects aim to establish common support capabilities (domestic computing infrastructure and AI software platform) and operational leading capabilities (scenario applications and operational services) to provide foundational support for the AI application pilot base [1] Strategic Implications - The undertaking of these projects will further deepen the company's "AI in all" strategy and build a reusable technical foundation and mature business model for the "AI + life and health" scenario [1] - This initiative is expected to help the company seize first-mover advantages in the emerging market and strengthen its core competitiveness, providing critical support for the company's strategic deepening and sustainable business development [1]

Core Viewpoint - The report from CITIC Construction Investment Securities indicates that Guangdian Yuntong's revenue remains stable in the first three quarters of 2025, while profits are under short-term pressure, with a positive trend observed in Q3, laying a solid foundation for upcoming mid-term dividends [1] Group 1: Financial Performance - The company maintains steady revenue, with profits facing short-term challenges [1] - Q3 shows a positive trend, indicating potential recovery and support for future dividends [1] Group 2: Strategic Developments - The company continues to advance its "AI in All" strategy, securing a significant contract worth 308 million yuan in its artificial intelligence business [1] - The focus on software projects signifies the company's AI capabilities are increasingly penetrating the "AI + Life Health" sector [1] Group 3: Regulatory and Market Position - Guangdian Yuntong's subsidiary, Guangdian Huitong, has officially obtained the Hong Kong MSO license, enabling compliant cross-border fund settlement and foreign exchange services [1] - The combination of Zhongjin Payment and the MSO license creates a closed loop for cross-border payment, enhancing the company's global service capabilities and fintech strength [1]

Core Viewpoint - The company, Guangdian Yuntong, has won two bids from Guangdong Provincial Electromechanical Equipment Tendering Co., Ltd., with a total bid amount of 308 million yuan for projects related to the construction of an artificial intelligence application pilot base [1] Group 1: Project Details - The company is the winning bidder for the "Hardware Construction Project (Phase 1) for the Artificial Intelligence Application Pilot Base - Equipment Procurement and Supporting Services" and the "Software Construction Project for the Artificial Intelligence Application Pilot Base" [1] - The total bid amount for the two projects is 308 million yuan [1] Group 2: Technological Foundation - The projects will leverage the company's self-developed aiCore System digital foundation, the Wangdao industry large model, and Guangdian Yuntong's intelligent computing cloud as core technologies [1] - The aim is to build "common support capabilities" (domestic computing infrastructure and AI software platform) and "operational leading capabilities" (scenario applications and operational services) to provide foundational support for the artificial intelligence application pilot base [1] Group 3: Strategic Implications - The undertaking of these projects will further deepen the company's "AI in all" strategy and establish a reusable technological foundation and mature business model for the "AI + Life and Health" scenario [1] - This initiative is expected to help the company seize first-mover advantages in this emerging sector and solidify its core competitiveness, providing critical support for the company's strategic deepening and sustainable business development [1]

公司于2025年11月26日召开的第七届董事会第十九次（临时）会议以6票同意、0票反对、 0票弃权的表决结果审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议 案》，其中关联董事邓家青、赵倩、钟勇对该议案回避表决。 证券代码：002152 证券简称：广电运通 公告编号：临 2025-056 广电运通集团股份有限公司 关于承接人工智能应用中试基地建设项目暨关联交易的公告 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。 一、关联交易概述 1、近日，广电运通集团股份有限公司（以下简称"公司""广电运通"）收到广东省 机电设备招标有限公司发出的两份《中标通知书》，公司分别为"人工智能应用中试基地硬 件建设项目（第一阶段）-设备购置及配套服务"和"人工智能应用中试基地软件建设项目" 的中标单位，中标金额合计为 30,837.92 万元。 2、公司独立董事于2025年11月24日召开第七届董事会独立董事专门会议第十二次会议， 以3票同意、0票反对、0票弃权的表决结果审议通过了《关于承接人工智能应用中试基地建 设项目暨关联交易的议案》，并同意将该议案提交公司董事 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2025-055 广电运通集团股份有限公司 第七届董事会第十九次（临时）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。 广电运通集团股份有限公司（以下简称"公司"）第七届董事会第十九次（临时）会议 于 2025 年 11 月 26 日以通讯方式召开。召开本次会议的通知及相关资料已于 2025 年 11 月 24 日以电话、电子邮件等方式送达各位董事。2025 年 11 月 26 日，9 位董事均对本次会议 审议事项进行了表决。本次会议的召开符合《公司法》及《公司章程》的有关规定。会议经 审议通过如下决议： 一、审议通过了《关于承接人工智能应用中试基地建设项目暨关联交易的议案》 董事会同意公司承接"人工智能应用中试基地硬件建设项目（第一阶段）-设备购置及 配套服务"和"人工智能应用中试基地软件建设项目"。 本议案已经公司独立董事专门会议事前审议通过，并同意提交公司董事会审议。 董 事 会 2025 年 11 月 27 日 1 表决结果：6 票同意，0 票反对，0 票弃权。 详见公司于 202 ...

Core Viewpoint - Guangdian Yuntong's stock price has shown fluctuations with a year-to-date increase of 8.46%, but recent trends indicate a decline over various time frames, suggesting potential volatility in the stock market performance [1][2]. Financial Performance - For the period from January to September 2025, Guangdian Yuntong reported a revenue of 7.906 billion yuan, reflecting a year-on-year growth of 11.08%. However, the net profit attributable to shareholders decreased by 10.51% to 602 million yuan [2]. - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the past three years [3]. Shareholder Information - As of November 20, 2025, Guangdian Yuntong had 101,800 shareholders, with an average of 24,381 shares held per shareholder, showing a slight decrease from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 10.92 million shares, and Huabao CSI Financial Technology Theme ETF, which also saw an increase in holdings [3]. Market Activity - On November 25, Guangdian Yuntong's stock rose by 2.05% to 12.43 yuan per share, with a trading volume of 111 million yuan and a turnover rate of 0.36%. The total market capitalization reached 30.868 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26, accounting for 18.58% of total trading volume [1].

Core Viewpoint - The company emphasizes the importance of market capitalization management and investor communication to enhance its stock performance and shareholder value [1] Group 1: Market Performance and Management - The company's stock price is influenced by macroeconomic factors, national policies, and industry development [1] - The company is committed to improving information disclosure quality and strengthening communication with investors through various channels such as roadshows, reverse roadshows, brokerage strategy meetings, shareholder meetings, and online interactions [1] Group 2: Shareholder Returns - The company has conducted cash dividends 18 times since its listing, with a total dividend amount reaching 4.886 billion yuan [1] - Recently, the company initiated its first mid-term dividend to further enhance profit sharing with investors and convey confidence in its long-term development [1]

Group 1 - The Ministry of Industry and Information Technology has issued the "Guidelines for the Construction of High-Standard Digital Parks," aiming to establish around 200 high-standard digital parks by 2027 [1] - The guidelines emphasize the need to enhance digital infrastructure, upgrade network facilities, and promote the construction and evolution of 5G-A and 10G optical networks [1] - The report highlights the importance of optimizing computing power infrastructure and improving the efficiency of computing resource utilization [1] Group 2 - CITIC Securities notes increased volatility in the computing power sector, suggesting that the current adjustments present investment opportunities due to sustained demand driven by AI [1] - The average increase in computing power concept stocks has been 48.11% this year, with 19 stocks, including Shijia Photon and Zhongji Xuchuang, seeing price increases exceeding 100% [1] Group 3 - Shijia Photon has seen a cumulative stock price increase of 387.68% this year, with its 400G and 800G optical chips becoming core revenue contributors [2] - The demand for high-bandwidth products is expected to continue growing, supporting long-term performance growth for companies in the sector [2] - 17 computing power concept stocks received significant QFII holdings, with several stocks, including Chuling Information and Wanzhong Optoelectronics, having QFII holdings exceeding 1% [2] Group 4 - Chuling Information has been investigated by 15 institutions, showcasing its AI operation capabilities and future adaptability to AI computing needs [3] - Other QFII-heavy concept stocks, such as Taicheng Light and Haowei Group, are projected to see significant net profit growth in 2025, with expected increases of 64.92% and 33.5%, respectively [3]

Core Viewpoint - Guangdian Yuntong Group Co., Ltd. has received two bid notifications for projects related to the construction of an artificial intelligence application pilot base, with a total bid amount of 308.38 million yuan [1][2]. Group 1: Project Details - The first project is the "Hardware Construction Project (Phase 1) - Equipment Purchase and Supporting Services" with a bid amount of 103.4 million yuan [2]. - The second project is the "Software Construction Project" with a bid amount of 204.98 million yuan [2]. - Both projects are awarded by Guangzhou Digital Health Technology Co., Ltd., a wholly-owned subsidiary of the company's controlling shareholder, Guangzhou Digital Technology Group Co., Ltd. [1][4]. Group 2: Company and Relationship - Guangzhou Digital Health Technology Co., Ltd. is a limited liability company with a registered capital of 30 million yuan, established on April 15, 2025 [3]. - The company is involved in various sectors including internet security services, AI application software development, and digital technology services [3]. - The relationship between Guangdian Yuntong and Guangzhou Digital Health is classified as a related party transaction under the Shenzhen Stock Exchange rules [4]. Group 3: Impact of the Projects - The artificial intelligence application pilot base is a strategic project aimed at integrating AI with the life and health sectors, promoting high-quality development in Guangzhou [7]. - The projects leverage the company's core technologies, including the aiCore System and Guangdian Yuntong's intelligent computing cloud, to provide foundational capabilities for the AI application pilot base [7]. - Successful implementation of these projects is expected to positively impact the company's revenue and operating profit, enhancing its core competitiveness and supporting sustainable business development [7].