证券代码：002929 证券简称：润建股份 公告编号：2025-039 润建股份有限公司 润建股份是领先的数字化智能运维（AIops）服务商，是国家高新技术企 业、国家知识产权优势企业、中国软件百强企业、中国服务业企业500强。 关于项目中标的公告 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。 特别提示： 本项目公示期已满，公司已取得《中标通知书》，公司将根据实际进展情况 及时履行信息披露义务，敬请广大投资者注意投资风险。 近日，润建股份有限公司（以下简称"公司"）中标《华润电力铜川耀州石 柱100MW光伏发电项目》，中标金额8,391.87万元（含税）。现对相关情况公告 如下： 一、中标项目的基本情况 1、项目名称：华润电力铜川耀州石柱100MW光伏发电项目 二、中标项目对公司的影响 本次中标项目是公司能源网络业务的重要合同，具有典型代表意义。公司 持续强化AI应用在新能源领域的落地，为客户提供智能化项目管理技术，持续 提高客户对公司技术实力、品牌和市场影响力的认可，本次中标有利于公司持 2、中标标段：光伏场区主体II标段 3、项目服务内容：光伏电站建设 ...

润建股份（002929）公告，公司董事及高级管理人员许文杰、梁姬、周冠宇、罗剑涛、黄宇因个人资金 需求，计划在公告披露之日起15个交易日后的3个月内，通过大宗交易和/或集中竞价交易方式减持公司 股份。其中，许文杰拟减持不超过108.16万股，占公司总股本比例0.3807%；梁姬拟减持不超过65.22万 股，占公司总股本比例0.2296%；周冠宇拟减持不超过12500股，占公司总股本比例0.0044%；罗剑涛拟 减持不超过74075股，占公司总股本比例0.0261%；黄宇拟减持不超过31025股，占公司总股本比例 0.0109%。减持价格将按照减持实施时的市场价格确定。 ...

Group 1 - The communication index has shown a strong increase of 1.50%, with significant gains in constituent stocks such as Taicheng Technology rising by 14.54% and Runjian Co. hitting the daily limit [1][3] - The communication ETF (159695) has also risen by 1.39%, indicating positive market sentiment [1] - Over the past six months, the communication ETF has seen a substantial growth in scale by 910.18 million yuan, ranking first among comparable funds [3] Group 2 - The average daily trading volume of the communication ETF over the past year is 893.34 million yuan, with a turnover rate of 1.89% during the trading session [3] - The top ten weighted stocks in the communication index account for 58.75% of the total index, with major players including China Telecom, ZTE, and China Mobile [3] - The AI investment in global internet cloud companies is driving demand for high-speed optical modules, particularly in the rapidly growing 800G product segment [3] Group 3 - The commercial aerospace sector is benefiting from policies that promote the development of satellite internet [3] - The operator sector is performing steadily, with an increase in dividend payout ratios highlighting high dividend value [3] - Investors can access opportunities in optical communication under the AI transformation through the communication ETF linked fund (019072) [4]

A股算力租赁板块直线冲高，奥雅股份、润建股份双双涨停，宏景科技涨超6%，汇金股份、海南华 铁、有方科技跟涨。 ...

Group 1 - The concept stocks related to computing power leasing have rebounded, with Runjian Co., Ltd. (002929) and Aoya Co., Ltd. (300949) hitting the daily limit [1] - Other companies such as Runze Technology (300442), Hainan Huatie (603300), Dawi Technology (600589), and Hongbo Co., Ltd. (002229) also experienced gains [1] - There is a notable shift in capital flow, indicating that "smart money" is revealing insights into the main operators' trading strategies [1]

Core Viewpoint - Runjian Co., Ltd. has secured significant contracts in the telecommunications sector, enhancing its market position and revenue potential through strategic projects and technological advancements [1][2][3] Group 1: Contract Wins - On May 25, Runjian Co., Ltd. was announced as a candidate for a major contract with China Mobile Guangdong for construction services, valued at 374 million yuan (approximately 54 million USD) for the 2025-2026 period [1] - The company also won a total of 1.033 billion yuan (approximately 146 million USD) in contracts for various projects, including a major procurement project covering 15 provinces [2] - Cumulatively, the company has secured contracts exceeding 1.3 billion yuan (approximately 184 million USD) across multiple projects, solidifying its role in the telecommunications network business [2] Group 2: Business Performance - The telecommunications network business is a cornerstone for Runjian Co., accounting for 49.7% of revenue in 2024 [2] - The company has achieved the highest market share in the China Mobile network maintenance service procurement project, leading in both the number of provinces and contract amounts [2] - Runjian's revenue from its computing infrastructure segment reached 529 million yuan (approximately 75 million USD) in 2024, marking a 71.7% year-on-year increase, contributing significantly to overall growth [2] Group 3: International Expansion - Runjian is accelerating its overseas expansion, with international revenue reaching 96.91 million yuan (approximately 14 million USD) in 2024, a 78.5% increase year-on-year [3] - The company is focusing on the ASEAN market, executing over 700 local projects and completing more than 20 data center or computing center projects in countries like the Philippines, Vietnam, and Indonesia [3] Group 4: Research and Development - In 2024, Runjian's R&D expenditure reached 333 million yuan (approximately 47 million USD), reflecting a 17.68% increase [3] - The company has established six major R&D bases and 15 R&D centers globally, with over 27% of its workforce dedicated to research and development [3] - Runjian holds more than 800 intellectual property rights, including patents and software copyrights, and has developed a generative AI industry model development platform for various sectors [3]

Group 1 - Northern Long Dragon is planning to acquire the controlling stake of Henan Zhongsheng and raise matching funds, leading to a stock suspension [1] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle equipment [1] - Koyuan Pharmaceutical's major shareholder plans to reduce their stake by up to 3%, amounting to 324.87 million shares [2] Group 2 - Jiaste Technology's shareholder intends to reduce their stake by up to 3%, totaling 1,428.75 million shares [2] - Chengdi Xiangjiang's subsidiary has won a bid for a data center project with China Mobile, valued at 492 million yuan [3] - Zhongchao Holdings' actual controller sold 223 million shares during a period of stock price fluctuation, representing 0.16% of total shares [4] Group 3 - ST Yushun's stock will resume trading after confirming no significant changes in its operational environment [6] - Xing Shuai Er's shareholder plans to reduce their stake by up to 0.37%, equating to 130 million shares [7] - Weiguang Co. intends to reduce its stake by up to 1.32%, totaling 300 million shares [8] Group 4 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials for its innovative peptide drug RAY1225 [9][10] - Nongxin Technology's major shareholder plans to reduce their stake by up to 1.35%, amounting to 135 million shares [12] - Mintai Aluminum has signed a strategic cooperation agreement with Penghui Energy for collaboration in battery technology [14] Group 5 - Youyan Powder's controlling shareholder plans to reduce their stake by up to 1%, totaling 103 million shares [16] - Runjian Co. has been shortlisted for a procurement project with China Mobile, valued at 374 million yuan [17] - Bangyan Technology has terminated its plan to issue shares and raise funds for asset acquisition [18] Group 6 - Xianggang Technology's controlling shareholder intends to reduce their stake by up to 3%, equating to 648.42 million shares [19] - Zhongke Shuguang is undergoing a stock suspension due to a planned share swap merger with Haiguang Information [20]

【要闻报道】 英伟达拟再推"中国特供"芯片 据参考消息援引新加坡《联合早报》网站5月25日引述路透社消息报道，美国芯片巨头英伟达据报将为 中国市场推出一款基于Blackwell架构的人工智能（AI）芯片，售价将大幅低于先前的H20芯片，预计最 快于6月开始量产。 报道称，这款采用最新一代Blackwell架构的AI处理器，预计售价介于6500美元至8000美元之间，明显 低于H20的定价。较低的售价通常意味着芯片规格相对较弱，制造工艺也更为简化。 点评：这将是英伟达第三次为中国市场推出符合美国监管要求的降级版芯片。美国政府日前禁止英伟达 向中国销售基于Hopper架构的H20芯片。 特朗普威胁50%关税两天后改口：恢复与欧盟贸易谈判窗口期 美国总统特朗普在与欧盟委员会主席冯德莱恩通电话后表示，他将把欧盟面临50%关税的最后期限延长 至7月9日。 特朗普当地时间周日在返回华盛顿的途中对记者说："我们进行了一次非常愉快的通话，我同意将它撤 回。" 冯德莱恩稍早前在X上发文称，"欧洲已准备好迅速、果断地推进谈判"，但"达成一项好的协议需要时 间，直到7月9日"。那是特朗普暂停所谓对等关税90天的截止日。 点评：这次 ...

Key Points - The State Council has approved the "Manufacturing Green and Low-Carbon Development Action Plan (2025-2027)", emphasizing the need for green technology innovation and the deep transformation of traditional industries [4] - 26 new floating rate funds have been registered by the CSRC, with fee structures set at 1.2%, 1.5%, and 0.6%, along with performance assessment indicators [4] - The People's Bank of China and the State Administration of Foreign Exchange have issued a draft notice to improve cross-border financing for domestic companies going public overseas [4] - The National Cyber Administration of China has taken action against accounts spreading false information in the capital market and illegal stock recommendations [5] - The State Administration for Market Regulation has drafted a compliance guideline for charging behaviors on online trading platforms [5] - The Financial Regulatory Bureau has released a draft for public consultation on the information disclosure management of asset management products [5] - Huawei's open-source HarmonyOS has reached over 130 million lines of code and has been adopted in over 1,100 products across various industries [6] - Nvidia is reportedly launching a new AI chip for the Chinese market, significantly cheaper than its previous H20 chip, expected to start production in June [9] - Haiguang Information and Zhongke Shuguang are planning a merger through a share exchange, with their stocks suspended from trading [9] - Several banks, including Bank of China and Postal Savings Bank, have received approval for A-share stock issuance to specific investors, raising significant capital [10] - Northern Long Dragon is planning to issue shares and raise funds for asset acquisition, with its stock suspended from trading [11] - Runjian Co. has won a 374 million yuan project from China Mobile [12] - A lawsuit has been filed against CATL by Hanchuan Intelligent, involving approximately 60.88 million yuan [16] - Yunnan Copper is planning a restructuring through a share issuance to acquire a 40% stake in Liangshan Mining [17]

Company Focus - Zhongchao Holdings' actual controller Yang Fei sold 2.23 million shares, accounting for 0.16% of the total share capital, during the stock's abnormal fluctuation period, with proceeds primarily used for purchasing precision casting equipment in Jiangsu [2] - Chengdi Xiangjiang is part of a consortium that is pre-qualified for the construction project of the power system for China Mobile's data center in Zhejiang [3] - Wangzi New Materials' involvement in controllable nuclear fusion is minimal, and the sustainability of this business is uncertain, as it only provides capacitor products for a component of the nuclear fusion magnetic power supply project [3] - Beifang Changlong is planning to acquire controlling stakes in Henan Zhongsheng and is undergoing related financing, resulting in a stock suspension [4] - ST Yushun's stock will resume trading on May 26, 2025, after confirming no significant changes in its recent operational situation and external environment [5] Investment & Contracts - Mingtai Aluminum signed a strategic cooperation framework agreement with Penghui Energy [6] - Runjian Co. is a candidate for a project with a total value of 374 million yuan for China Mobile's household access construction services from 2025 to 2026 [6] Shareholding Changes - Bangyan Technology has terminated its plan to issue shares and pay cash for asset purchases and related fundraising [6] - Jiashe Technology's shareholder Qianxin Heng plans to reduce its stake by no more than 3% [6] - Xianggang Technology's actual controller intends to reduce its stake by no more than 3% [6] Other Developments - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials of its innovative drug RAY1225 injection for type 2 diabetes patients [7]