Core Viewpoint - Recently, the military procurement network announced the suspension of Runjian Co., Ltd. due to allegations of collusion in bidding activities [1][5]. Company Information - Runjian Co., Ltd. was established in 2003 and listed on the Shenzhen Stock Exchange in 2018, with a registered capital of 2.20746347 billion yuan [10][12]. - The company operates in various sectors including communication networks, digitalization, IDC, and new energy, serving over 23 provinces and 200 cities across China [10][12]. - In 2022, the company achieved a revenue of 8.16 billion yuan [10]. Suspension Details - The suspension is effective from September 4, 2025, preventing the company from participating in military procurement activities [5]. - During the suspension, the legal representative Xu Wenjie and other companies he controls are also barred from participating in military procurement [5]. Financial Performance - For the first half of 2025, the company reported a revenue of 4.867 billion yuan, a year-on-year increase of 10.02% [12][13]. - However, the net profit attributable to shareholders decreased by 83.37% to 39.23 million yuan, and the net profit after deducting non-recurring gains and losses fell by 85.95% to 32.16 million yuan [12][13]. - The basic and diluted earnings per share dropped by 83.33% to 0.14 yuan [13].

润建股份有限公司 关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002929 证券简称：润建股份 公告编号：2025-055 中信建投证券原委派保荐代表人王站先生、李一睿先生负责公司持续督导工作。李一睿先生因个人工作 变动，中信建投证券现委派保荐代表人魏思露先生（简历附后）接替李一睿先生继续履行持续督导职 责。 本次变更后，公司持续督导保荐代表人为王站先生、魏思露先生。 润建股份有限公司（以下简称"公司"）于近日收到保荐机构中信建投证券股份有限公司（以下简称"中 信建投证券"）出具的《关于变更润建股份有限公司公开发行可转换公司债券持续督导保荐代表人的 函》。 中信建投证券系公司2020年度公开发行可转换公司债券的保荐机构，项目持续督导期至2021年12月31日 止。鉴于公司募集资金尚未使用完毕，中信建投证券继续履行募集资金相关的持续督导职责。 公司对李一睿先生在公司2020年公开发行可转换公司债券及持续督导期间所做的工作表示衷心感谢！ 2025年9月3日 魏思露先 ...

Core Viewpoint - Runjian Co., Ltd. announced a change in the representative for the continuous supervision of its publicly issued convertible bonds, as per the notice from its sponsor, CITIC Securities [2] Group 1: Company Announcement - Runjian Co., Ltd. received a letter from CITIC Securities regarding the change of the representative responsible for the continuous supervision of its publicly issued convertible bonds [2] - CITIC Securities has been the sponsor for the company's convertible bond issuance in 2020, with the supervision period lasting until December 31, 2021 [2] - Due to the unutilized funds from the raised capital, CITIC Securities will continue to fulfill its supervisory responsibilities [2] Group 2: Personnel Change - The original representatives from CITIC Securities, Wang Zhan and Li Yirui, were responsible for the continuous supervision [2] - Li Yirui has changed jobs, leading to the appointment of Wei Silu as the new representative to continue the supervisory duties [2]

Core Viewpoint - The announcement details the change in the designated sponsor representatives for the ongoing supervision of the convertible bond issuance by Runjian Co., Ltd, highlighting the continuity of oversight by CITIC Securities due to unutilized raised funds [1]. Group 1: Company Information - Runjian Co., Ltd has received a letter from CITIC Securities regarding the change of the designated sponsor representatives for the ongoing supervision of its publicly issued convertible bonds [1]. - The original sponsor representatives were Wang Zhan and Li Yirui, with Li Yirui being replaced by Wei Silu due to personal work changes [1]. - The new designated sponsor representatives are Wang Zhan and Wei Silu, and the company expresses gratitude for Li Yirui's contributions during the supervision period [1]. Group 2: Sponsor Representative Background - Wei Silu holds a master's degree and is currently the Vice President of the Investment Banking Business Management Committee at CITIC Securities [3]. - Wei Silu has participated in various IPO projects, including Jinzhong Co., Ltd, Biaobang Co., Ltd, and others, as well as convertible bond projects [3].

证券代码：002929 证券简称：润建股份 公告编号：2025-055 润建股份有限公司 关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和 完整，没有虚假记载、误导性陈述或者重大遗漏。 润建股份有限公司（以下简称"公司"）于近日收到保荐机构中信建投证券 股份有限公司（以下简称"中信建投证券"）出具的《关于变更润建股份有限公 司公开发行可转换公司债券持续督导保荐代表人的函》。 特此公告。 中信建投证券系公司 2020 年度公开发行可转换公司债券的保荐机构，项目 持续督导期至 2021 年 12 月 31 日止。鉴于公司募集资金尚未使用完毕，中信建 投证券继续履行募集资金相关的持续督导职责。 中信建投证券原委派保荐代表人王站先生、李一睿先生负责公司持续督导工 作。李一睿先生因个人工作变动，中信建投证券现委派保荐代表人魏思露先生（简 历附后）接替李一睿先生继续履行持续督导职责。 本次变更后，公司持续督导保荐代表人为王站先生、魏思露先生。 公司对李一睿先生在公司 2020 年公开发行可转换公司债券及持续督导期间 所做的工作表示衷心感谢！ 润建股份有限公司 董 事 会 2025 年 ...

Market Overview - On September 2, the communication services sector declined by 1.29%, with Runjian Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Data Port (603881) saw a closing price of 38.33, with an increase of 4.56% and a trading volume of 1.85 million shares, amounting to 7.185 billion yuan [1] - Runjian Co., Ltd. (002929) experienced a significant drop of 9.99%, closing at 50.98 with a trading volume of 310,400 shares and a transaction value of 1.63 billion yuan [2] - China Mobile (600941) closed at 107.90, up 0.85%, with a trading volume of 193,000 shares and a transaction value of 2.076 billion yuan [1] Capital Flow - The communication services sector saw a net outflow of 3.477 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.371 billion yuan [2] - The net inflow from speculative funds was 1.106 billion yuan [2] Individual Stock Capital Flow - China Telecom (601728) had a net inflow of 1.53 billion yuan from institutional investors, accounting for 12.99% of its total [3] - China Mobile (600941) recorded a net inflow of 1.39 billion yuan from institutional investors, representing 6.69% of its total [3] - ST Tongmai (603559) experienced a net outflow of 1.405 million yuan from institutional investors, with a significant 26.61% net inflow from speculative funds [3]

格隆汇9月2日丨润建股份(002929.SZ)于近期投资者关系活动表示，公司与阿里在AI应用、算力等多个 领域开展了业务合作，业务拓展持续进行中，具体情况请关注公司公告或公众号。 ...

Group 1 - The core point of the article is that Runjian Co., Ltd. (002929.SZ) has reported a substantial backlog of orders amounting to 19.7 billion yuan, which is expected to support its continuous development until at least the first half of 2025 [1] Group 2 - The company emphasizes that its order backlog is sufficient to ensure future growth and stability [1] - Investors are encouraged to monitor the company's announcements for detailed operational updates [1]

Core Viewpoint - The company is undergoing a comprehensive transformation towards AI, with its Quchi platform serving as the foundational platform for AI development [1] Group 1: AI Transformation - The company has stated that its business will fully transition to AI, indicating a strategic shift in operations [1] - The Quchi platform has been developed as the base for AI applications, showcasing the company's commitment to integrating advanced technologies [1] Group 2: Industry Models - Industry-specific models such as the communication operation model and energy operation model have been launched and are currently operational, demonstrating practical applications of AI in various sectors [1] - Over a hundred AI agents have been developed based on the Quchi platform, highlighting the scale of AI integration within the company's offerings [1] Group 3: Growth Drivers - The application of AI technology is expected to become a significant driver for the company's sustained growth, indicating a focus on innovation and efficiency [1]

Core Viewpoint - The company is actively expanding its business in AI applications and computing power, while facing challenges such as declining net profit due to stock incentive costs and impairment losses [2][3]. Group 1: Financial and Operational Situation - The decline in net profit is primarily attributed to stock incentive costs and cautious impairment loss provisions. The company has a sufficient order backlog and will continue to focus on its main business to enhance profitability [2]. - The increase in liabilities during the first half of the year is due to strategic layout and business cycle impacts, with high initial investments in new business areas. The company expects to achieve a positive cash flow cycle as customer payments concentrate in the second half of the year [2]. - Accounts receivable are in a normal rolling state, with major clients being state-owned enterprises, which accounted for 84.85% of the client base as of June 2025, and payment collection is normal [2]. Group 2: Business Growth Highlights - The company's overseas business, primarily in Southeast Asia, experienced a year-on-year growth of 77.81% in the first half of the year. The company is fully transitioning towards AI, with industry models for communication and energy operations developed on the "Qushi" platform now operational [3]. - The company has developed over a hundred AI applications, indicating that AI technology will be a significant driver for sustained business growth [3]. Group 3: Other Business Related - In the computing power leasing sector, the company is promoting the construction of computing centers based on customer needs while ensuring legal compliance. The company is also actively pursuing research and development in cutting-edge technologies such as 6G [4]. - In the energy network sector, the company offers integrated services, with its renewable energy business covering wind, solar, and energy storage. The overseas renewable energy business has connected over 200 MW of renewable capacity [4].