Group 1: Market Performance - A-share market saw a collective surge in computing power concept stocks, with notable gains including Xuanji Information and Liyang Chip both hitting a 20% limit up, and Allwinner Technology rising nearly 18% [1] - Other significant performers included Data Port with a 10% limit up, and Yitian Intelligent, Yuntian Lefe, and Huina Technology all increasing over 9% [1] Group 2: Company Financials - Alibaba's cloud business revenue reached 33.398 billion yuan, a year-on-year increase of 26%, with AI-related revenue continuing to grow at triple-digit rates [2][3] - In Q2 2025, Alibaba's capital expenditure was 38.6 billion yuan, marking a 220% year-on-year increase and a 57.1% quarter-on-quarter increase, setting a record for single-quarter spending [2] - Over the past four quarters, Alibaba has invested over 100 billion yuan in AI infrastructure and product development [2] Group 3: Industry Outlook - Guojin Securities reported that Alibaba's quarterly AI and cloud capital expenditure reached 38.6 billion yuan, with a three-year plan to invest 380 billion yuan in AI infrastructure, driving demand for computing power [3] - The increase in capital expenditure from internet giants and the acceleration of domestic AI chip production are expected to boost long-term demand for domestic computing power [3] - The IDC (Internet Data Center) sector is anticipated to enter a new round of bidding due to the growing demand [3]

Market Overview - The Shanghai Composite Index rose by 1.14% on August 28, with 22 out of 28 sectors experiencing gains, led by the communication and electronics sectors, which increased by 7.14% and 5.53% respectively [1] - The computer sector also saw a rise of 2.05% [1] - The coal and agriculture sectors were the worst performers, declining by 0.81% and 0.73% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 44.343 billion yuan, with five sectors experiencing net inflows [1] - The electronics sector had the highest net inflow of 10.553 billion yuan, while the communication sector followed with a net inflow of 4.998 billion yuan [1] - The computer sector faced the largest net outflow of 11.007 billion yuan, followed by the pharmaceutical and biological sectors with a net outflow of 7.892 billion yuan [1] Computer Sector Performance - In the computer sector, 335 stocks were tracked, with 229 stocks rising and 102 stocks falling; two stocks hit the daily limit up [2] - The top three stocks with the highest net inflow were Yinzhijie (5.31 billion yuan), Xuanji Information (3.71 billion yuan), and Zhongke Shuguang (2.60 billion yuan) [2] - The stocks with the largest net outflow included Yanshan Technology (-1.0048 billion yuan), Guiding Compass (-0.9748 billion yuan), and Tianrongxin (-0.4277 billion yuan) [3] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Yinzhijie: +9.71%, turnover rate 17.73%, net inflow 53.098 million yuan - Xuanji Information: +12.50%, turnover rate 27.07%, net inflow 37.060 million yuan - Zhongke Shuguang: +4.30%, turnover rate 8.69%, net inflow 26.014 million yuan [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Yanshan Technology: +9.97%, turnover rate 29.40%, net outflow -100.048 million yuan - Guiding Compass: +3.04%, turnover rate 12.72%, net outflow -97.480 million yuan - Tianrongxin: +4.93%, turnover rate 38.42%, net outflow -42.771 million yuan [3]

Market Performance - The computer equipment sector rose by 2.03% on August 28, with Xuanji Information leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Gainers - Xuanji Information (300324) closed at 6.84, up 12.50% with a trading volume of 4.6293 million shares and a transaction value of 3.02 billion yuan [1] - Jianyi Technology (301330) closed at 35.85, up 10.27% with a trading volume of 243,200 shares and a transaction value of 826 million yuan [1] - Yimikang (300249) closed at 19.11, up 7.06% with a trading volume of 895,000 shares and a transaction value of 1.667 billion yuan [1] Top Losers - Luopute (68861a) closed at 16.91, down 4.46% with a trading volume of 80,200 shares and a transaction value of 136 million yuan [2] - Tiandi Digital (300743) closed at 20.32, down 2.82% with a trading volume of 96,100 shares and a transaction value of 195 million yuan [2] - Lang Technology (300042) closed at 28.31, down 2.31% with a trading volume of 287,200 shares and a transaction value of 804 million yuan [2] Capital Flow - The computer equipment sector experienced a net outflow of 517 million yuan from institutional investors and a net outflow of 269 million yuan from speculative funds, while retail investors saw a net inflow of 787 million yuan [2] - The capital flow data indicates varying levels of investor confidence within the sector [2] Individual Stock Capital Flow - Xuanji Information saw a net inflow of 372 million yuan from institutional investors, while it experienced a net outflow of 138 million yuan from speculative funds and a net outflow of 234 million yuan from retail investors [3] - Zhongke Shuguang (603019) had a net inflow of 306 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yimikang had a net inflow of 120 million yuan from institutional investors, but also faced significant outflows from speculative and retail investors [3]

据证券之星公开数据整理，近期旋极信息（300324）发布2025年中报。截至本报告期末，公司营业总收 入10.51亿元，同比上升7.81%，归母净利润-1.38亿元，同比下降20.46%。按单季度数据看，第二季度营 业总收入5.77亿元，同比上升13.69%，第二季度归母净利润-7885.46万元，同比下降18.44%。本报告期 旋极信息公司应收账款体量较大，当期应收账款占最新年报营业总收入比达56.67%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.05%，同比减43.16%，净利率-15.07%，同比 减14.27%，销售费用、管理费用、财务费用总计1.9亿元，三费占营收比18.07%，同比减18.69%，每股 净资产1.62元，同比减7.97%，每股经营性现金流-0.18元，同比减38.68%，每股收益-0.08元，同比减 20.51% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 9.75 6 | 10.51亿 | 7.81% | | 归母浄利润（元） | -1.15 Z | -1.38 Z ...

每经AI快讯，旋极信息（SZ 300324，收盘价：6.2元）8月25日晚间发布公告称，公司第六届第八次董 事会会议于2025年8月25日以通讯表决方式召开。会议审议了《2025年半年度报告及摘要》等文件。 2025年1至6月份，旋极信息的营业收入构成为：软件与信息技术服务行业占比100.0%。 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 胡玲） ...

格隆汇8月25日丨旋极信息(300324.SZ)公布半年度报告，公司实现营业收入10.51亿元，同比上升 7.81%，主要系本报告期行业数字化产品营业收入增加。实现利润总额-1.55亿元，同比下降20.89%，公 司归属于母公司所有者的净利润-1.38亿元，同比下降20.46%，主要系本报告期材料成本增加。 ...

证券日报网讯8月25日晚间，旋极信息（300324）发布公告称，公司无逾期对外担保事项，也不存在涉 及诉讼的担保。 ...

第一条 为规范北京旋极信息技术股份有限公司(以下简称"公司")的内幕信 息登记管理行为,加强公司内幕信息保密工作,维护信息披露的公平原则,根据《中 华人民共和国公司法》、《中华人民共和国证券法》、《上市公司信息披露管理办法》、 《深圳证券交易所创业板股票上市规则》、《上市公司自律监管指引第 2 号——创 业板上市公司规范运作》和《上市公司监管指引第 5 号——上市公司内幕信息知 情人登记管理制度》等有关法律、法规、规章、规范性文件及《北京旋极信息技 术股份有限公司章程》规定,结合公司实际情况,制定本制度。 北京旋极信息技术股份有限公司 内幕信息管理制度 第一章 总则 第二条 内幕信息的登记管理工作由董事会负责,董事会秘书组织实施。证券 部是公司内幕信息登记备案的日常办事机构。 第三条 公司董事、高级管理人员和公司各部门、子公司都应做好内幕信息 的保密工作。 第二章 内幕信息及其范围 第四条 内幕信息是指涉及公司经营、财务或者对公司证券的市场价格有重 大影响的尚未公开的信息。尚未公开是指公司尚未在中国证监会指定、公司选定 的上市公司信息披露刊物或网站上正式公开。 内幕信息包括但不限于： （一）公司的经营范围和方 ...

北京旋极信息技术股份有限公司 内部审计制度 第一条 为了进一步搞好内部审计工作，加大审计监督力度，维护财经秩序， 促进企业管理，提高经济效益，实现资产保值增值，根据《审计署关于内部审计 工作的规定》规定，结合本公司实际情况，制定本制度。 第二条 内部审计是部门、单位实施内部监督，依法检查会计账目极其相关 资产，监督财政收支和财务收支真实、合法、效益的活动。 内审部应当保持独立性，不得置于财务部门的领导之下，或者与财务部门合 署办公。 第三条 公司应当依据公司规模、生产经营特点及有关规定，配置专职人员 从事内部审计工作，且专职人员应不少于三人。 第四条 公司各内部机构或职能部门、控股子公司以及具有重大影响的参股 公司应当配合内审部依法履行职责，不得妨碍内审部的工作。 第五条 内部审计依照国家有关法律、法规和公司有关规定，独立行使审计 监督权。公司内部审计机构对公司业务活动、风险管理、内部控制、财务信息等 事项进行监督检查。 第六条 内部审计机构向董事会负责。 审计委员会与会计师事务所、国家审计机构等外部审计单位进行沟通时，内 部审计机构应积极配合，提供必要的支持和协作。 内部审计机构在对公司业务活动、风险管理、 ...

北京旋极信息技术股份有限公司 董事、高级管理人员离任管理制度 第一章 总则 第一条 为规范北京旋极信息技术股份有限公司（以下简称"公司"）董事、 高级管理人员离职管理，保障公司治理结构的稳定性和连续性，维护公司及股东 的合法权益，根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市 公司章程指引》等法律法规及《公司章程》的有关规定，制定本制度。 第二条 本制度适用于公司董事（含独立董事）、高级管理人员因任期届满、 辞任、辞职、被解除职务或其他原因离职的情形。 第二章 离任程序 第三条 董事可以在任期届满以前辞任。董事辞任应向董事会提交书面辞职 报告，公司收到辞职报告之日辞任生效，公司将在两个交易日内披露有关情况。 出现下列情形的，在改选出的董事就任前，原董事仍应当依照法律、行政法规、 部门规章和《公司章程》规定，履行董事职务： （一）董事任期届满未及时改选，或者董事在任期内辞任导致董事会成员低 于法定最低人数； （二）审计委员会成员辞任导致审计委员会成员低于法定最低人数，或者欠 缺会计专业人士； （三）独立董事辞任将导致上市公司董事会或者其专门委员会中独立董事所 占比例不符合法律法规或者公司章程的规定 ...