证券代码：300017 证券简称：网宿科技 公告编号：2025-049 4、公司副总经理李东先生持有本公司股份171,875股（占本公司剔除回购专 户股份数后总股本的0.0070%），计划以集中竞价或大宗交易方式减持本公司股 份不超过42,969股（占本公司剔除回购专户股份数后总股本的0.0018%）。 5、公司副总经理黄莎琳女士持有本公司股份938,576股（占本公司剔除回购 专户股份数后总股本的0.0384%），计划以集中竞价或大宗交易方式减持本公司 网宿科技股份有限公司 关于部分董事、高级管理人员减持股份的预披露公告 公司董事长、高级管理人员李伯洋先生，董事、高级管理人员周丽萍女 士，高级管理人员蒋薇女士、李东先生、黄莎琳女士保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、公司董事长、副总经理李伯洋先生持有本公司股份812,500股（占本公司 剔除回购专户股份数后总股本的0.0332%），计划以集中竞价或大宗交易方式减 持本公司股份不超过203,125股（占本公司剔除回购专户股份数后 ...

Group 1 - The A-share market saw all three major indices rise collectively, with active performances in sectors such as power batteries, lithium battery anodes, and coal mining, while AI-related concepts experienced a pullback [1] - The ChiNext AI ETF (159381) experienced a slight decline of 0.68%, but its constituent stocks like Tianfu Communication, Advanced Digital Technology, and Runhe Software rose against the trend [1] - The ChiNext AI ETF (159381) has seen a net inflow of 7.04 million yuan over the past five trading days, with a total increase in circulation scale of 22.68 million yuan over the past month [1] Group 2 - Recent quarterly reports from domestic cloud service providers indicate that the demand for computing power may be deferred to the second quarter due to the ongoing iteration needs of large models [2] - The demand for domestic computing chips is expected to experience explosive growth [2]

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of May 21, 2025, highlighting significant players in the industry [1]. Group 1: Market Capitalization Rankings - Alibaba leads the list with a market capitalization of 2986.04 billion [3]. - Xiaomi ranks second with a market capitalization of 1805.85 billion [3]. - Pinduoduo follows closely in third place with a market capitalization of 1666.38 billion [3]. - Meituan and NetEase occupy the fourth and fifth positions with market capitalizations of 1069.68 billion and 766.11 billion, respectively [3][4]. Group 2: Additional Rankings - JD.com is ranked eighth with a market capitalization of 489.39 billion [4]. - Baidu and Li Auto are positioned at 11th and 12th with market capitalizations of 307.12 billion and 302.4 billion, respectively [4][5]. - The rankings continue with companies like Kuaishou, Tencent Music, and Beike, showcasing a diverse range of technology and internet firms [5][6]. Group 3: Market Trends - The data reflects the competitive landscape of the Chinese technology sector, with significant fluctuations in market capitalizations among the top players [1]. - The rankings are calculated based on the latest market values, indicating the dynamic nature of the industry [6].

Industry Insights - The Chinese government aims to establish a globally leading IPv6 technology, industry, infrastructure, application, and security system by the end of 2025, with active IPv6 users reaching 850 million and IoT IPv6 connections hitting 1.1 billion [1] - The 2024 Global IPv6 Support Rate White Paper indicates that the global IPv6 deployment rate will reach 39.4% in 2024, with significant growth in Asia and the Americas, where deployment rates are expected to exceed 45% [1] Application Scenarios - In the smart manufacturing sector, IPv6 enables the allocation of unique IP addresses to every camera in a facility, facilitating the high-speed aggregation and retrieval of vast amounts of ultra-high-definition video, thus enhancing industrial digitalization and intelligence [2] - In the smart healthcare field, IPv6 supports the online allocation of IP addresses for numerous medical devices, promoting the advancement of telemedicine and allowing doctors to control medical equipment more precisely [2] - In the smart city domain, IPv6 serves as the foundational technology for the new generation of e-government networks, driving the transformation and upgrading of government platforms [2] Company Involvement - Wangsu Technology has been actively supporting the national IPv6 initiative since 2013, indicating its commitment to the advancement of IPv6 deployment [3] - Advanced Data Technology offers specialized technical solutions, including SDN intelligent networks, IPv6 upgrades, and data center migration projects, showcasing its involvement in the IPv6 transition [4]

Group 1 - The China Securities Big Data Industry Index (930902) decreased by 0.33% as of May 16, 2025, with mixed performance among constituent stocks [3] - Tianxiaxiu (600556) led the gains with an increase of 2.77%, while Taxfriend (603171) experienced the largest decline at 2.37% [3] - The Data ETF (516000) also fell by 0.33%, closing at 0.91 yuan, but has seen a cumulative increase of 1.44% year-to-date, ranking in the top third among comparable funds [3] Group 2 - The Data ETF had a turnover rate of 2.32% during the trading session, with a total transaction volume of 9.6766 million yuan [3] - Over the past year, the average daily transaction volume for the Data ETF was 16.8495 million yuan [3] - The latest share count for the Data ETF reached 455 million, marking a one-month high [3] Group 3 - The Data ETF recorded a net inflow of 6.4383 million yuan recently, accumulating a total of 19.9569 million yuan over the last eight trading days [3] - On May 15, Huawei announced a product launch event for the nova 14 series and the first HarmonyOS computer, scheduled for May 19 [3] Group 4 - As of April 30, 2025, the top ten weighted stocks in the China Securities Big Data Industry Index accounted for 50.19% of the index, with iFlytek (002230) having the highest weight at 8.49% [4] - Other significant stocks include Zhongke Shuguang (603019) at 8.32% and Unisplendour (000938) at 6.40% [4][6]

证券代码：300017 证券简称：网宿科技 公告编号：2025-047 2024年年度权益分派实施公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 网宿科技股份有限公司 1、网宿科技股份有限公司（以下简称"公司"）2024年年度利润分配方案 为：以公司现有总股本2,445,732,567股扣减不参与利润分配的回购专户中的股 份1,662,790股，即2,444,069,777股为基数，向全体股东每10股派发现金红利2.5 元（含税），合计派发现金红利611,017,444.25元（含税），不送红股，不以资 本公积金转增股本。根据《公司法》和《深圳证券交易所上市公司自律监管指引 第9号--回购股份》的相关规定，回购专用账户中的股份不享有利润分配权利， 因此，公司回购专用账户中的回购股份1,662,790股不参与本次权益分派。 2、按公司总股本折算每10股现金分红金额计算如下： 按总股本折算每10股现金分红的金额=本次实际现金分红总额/公司总股本 *10股=611,017,444.25元/2,445,732,567股*10股=2.498300元（含税；保 ...

证券代码：300017 证券简称：网宿科技 公告编号：2025-048 网宿科技股份有限公司 关于使用自有资金购买理财产品的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 经网宿科技股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开的第 六届董事会第二十次会议及 2025 年 4 月 14 日召开的 2025 年第一次临时股东会审 议，同意公司及子公司在不影响正常生产经营且可以有效控制风险的前提下，使用 金额不超过人民币 75 亿元（含等值外币）的自有资金购买包括但不限于大额存单、 结构性存款、收益凭证以及商业银行、证券公司、基金公司、保险公司、信托公司或 期货公司等金融机构发行的中、低风险的理财产品。购买理财产品的额度自公司股 东会审议通过之日起 12 个月内可滚动使用，投资期限至 2026 年 4 月 13 日。具体内 容见公司于 2025 年 3 月 29 日公告的《关于调整使用闲置自有资金购买理财产品相 关事项的公告》（公告编号：2025-012）。 一、理财产品的基本情况 自前次《关于使用自有资金购买理财产品的进展公告》（公告 ...

Core Viewpoint - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of May 15, 2025, highlighting significant players in the industry and their respective valuations. Group 1: Top Companies by Market Capitalization - Alibaba leads the list with a market capitalization of $319.81 billion [3] - Xiaomi Group follows with a valuation of $170.38 billion [3] - Pinduoduo ranks third at $168.78 billion [3] - Meituan is valued at $107.61 billion, placing it fourth [3] - JD.com has a market cap of $51.51 billion, ranking eighth [4] Group 2: Notable Rankings and Valuations - Other notable companies include Baidu at $31.80 billion [4], and Ideal Auto at $30.74 billion [4] - Kuaishou is valued at $28.87 billion, while Tencent Music stands at $26.32 billion [4] - Xpeng Motors and iFlytek have market caps of $19.90 billion and $15.22 billion respectively [4] Group 3: Additional Companies in the Rankings - Companies like Kingsoft and Hengsheng Electronics have valuations of $7.28 billion and $7.01 billion respectively [5] - Yonyou Network is valued at $6.45 billion, while Qifu Technology stands at $6.33 billion [5] - Other companies in the lower rankings include 360 Security Technology at $10.03 billion and NIO at $9.35 billion [6]

Investment Rating - The report maintains a "Buy" rating for GDS and VNET, with target prices set at US$42/HK$41 for GDS and US$13 for VNET, indicating upside potentials of 65% and 118% respectively [8][64]. Core Insights - The growth outlook for the China data center sector remains unchanged, with expectations for GDS and VNET to report revenue growth of +16% and +18% year-over-year respectively for 1Q25 [1][61]. - The industry-wide utilization rate is projected to improve from approximately 60% in 2024 to over 70% by 2026, driven by increasing demand from AI and cloud services [20][22]. - Recent developments in domestic chips and AI technologies are expected to sustain wholesale data center demand in the mid-term, while retail demand may recover in the near term [37][41]. Summary by Sections 1. Company Performance Expectations - GDS is expected to report 1Q25 revenue of Rmb2.8 billion (+16% YoY) and adjusted EBITDA of Rmb1.3 billion (+18% YoY), aligning with consensus data [60]. - VNET is anticipated to report 1Q25 revenue of Rmb2.2 billion (+18% YoY) and adjusted EBITDA of Rmb610 million (+13% YoY), slightly below consensus expectations [61]. 2. Demand-Supply Dynamics - The report highlights a dual scenario of supply tightness and oversupply in China's data center market, with utilization rates expected to rise significantly by 2026 [20][36]. - Demand for data center capacity is projected to grow at a CAGR of 21% from 2024 to 2027, reaching 26GW by 2027 [22][25]. 3. Financing Developments - GDS and VNET have made significant progress in financing, enabling them to meet their capital expenditure requirements for 2025, with GDS needing Rmb4.3 billion and VNET Rmb10-12 billion [50][55]. - GDS has completed an ABS issuance, monetizing data center assets and generating Rmb1.2 billion in net cash proceeds [51]. 4. Market Outlook - The report anticipates that AI will account for 24% of the market demand by 2027, up from 11% in 2024, indicating a substantial shift in demand drivers [28]. - The upcoming results from major cloud players like Tencent and Alibaba are expected to provide insights into capital expenditure trends, which are crucial for the data center sector [38][59].

Group 1 - The A-share AI technology sector opened high on May 13 but experienced fluctuations and a subsequent decline [1] - The ChiNext AI ETF (159381) closed flat at midday, with its largest holding, Xinyi Technology, rising by 2.6% [1] - The ChiNext AI ETF has the lowest comprehensive fee rate among AI ETFs, with an annual management fee of 0.15% and a custody fee of 0.05% [1] Group 2 - The ChiNext AI ETF tracks the ChiNext AI Index, selecting AI-focused companies listed on the ChiNext, covering hardware, software, and application leaders in the AI industry [1] - The top ten holdings of the ETF include leading companies in optical modules, optical chips, IT services, and data centers, such as Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication [1] - Recent developments in the AI sector are expected to catalyze growth, with Tencent and Alibaba set to release their Q1 reports on May 14, focusing on Capex guidance and AI application progress [1] Group 3 - The ByteDance AI conference on May 13 will feature upgrades to the Doubao large model family and the release of several Agent tools [2] - The Alibaba AI conference on May 13-14 will announce the commercialization of Qwen3 and showcase its applications in enterprise-level Agents [2] - Huaxi Securities notes that the appreciation of the RMB will help boost Chinese assets, with AI+ becoming a key allocation theme in May due to ongoing high capital expenditure in the AI sector [2] Group 4 - Industrial events in the AI sector are expected to catalyze growth, with the domestic technology industry at a critical breakthrough point [2] - Industrial trends suggest that the technology sector, having adjusted to low levels, may regain focus as new industry events emerge in May and June [2] - The emphasis on self-reliance and application-oriented development by the state indicates significant potential for the domestic AI industry chain and applications in the medium to long term [2]