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8.6亿元智算中心项目签约 启迪设计双线发力AI新基建与城市更新
Core Insights - The signing of the contract for the Henan Airport Intelligent Computing Center marks a significant achievement for the company in the digital technology and AI infrastructure sector [1][3] - The project has a total construction price of 860 million yuan and an operational revenue of 1.03 billion yuan, indicating strong financial prospects for the company [1][2] Group 1: Project Details - The project involves the construction, maintenance, and operation of a comprehensive procurement project, with a requirement to complete hardware and software installation within 150 calendar days [1][2] - The project will utilize 170 server cabinets, including 128 liquid-cooled cabinets, and will build 256 domestic intelligent computing clusters with a computing capability of no less than 650P FLOPS [2][3] - The project is part of a series of data center initiatives, following previous projects in Suzhou, the Yangtze River Delta, and Taicang [2] Group 2: Strategic Implications - This contract signifies a substantial advancement in the company's data center infrastructure capabilities, enhancing its digital and AI technology applications in the construction sector [3] - The project is expected to pave the way for the company to expand into urban-level intelligent operation markets and deepen its AI infrastructure business model [3] - The ongoing investment in new infrastructure and the company's existing technical reserves are anticipated to accelerate project delivery and create stable growth momentum in the future [3]
启迪设计股价小幅回落 签约8.6亿元智算中心项目
Jin Rong Jie· 2025-07-29 15:55
Group 1 - The core stock price of Qidi Design as of July 29, 2025, is 13.21 yuan, reflecting a decrease of 1.42% from the previous trading day, with a trading volume of 1.53 billion yuan [1] - Qidi Design operates in the engineering consulting service sector, covering architectural design, engineering consulting, and digital technology fields, with a focus on AI new infrastructure and green low-carbon construction [1] - The company signed a contract for the Henan Airport Intelligent Computing Center project on July 29, with a total construction price of 860 million yuan and an operational revenue of 1.03 billion yuan, aimed to be completed within 150 days, enhancing its competitiveness in the digital infrastructure sector [1] Group 2 - On July 29, Qidi Design experienced a net outflow of 19.58 million yuan in principal funds [1]
启迪设计(300500)7月29日主力资金净流出1958.00万元
Sou Hu Cai Jing· 2025-07-29 15:33
通过天眼查大数据分析,启迪设计集团股份有限公司共对外投资了40家企业,参与招投标项目5000次, 知识产权方面有商标信息18条,专利信息303条,此外企业还拥有行政许可10个。 资金流向方面,今日主力资金净流出1958.00万元,占比成交额12.77%。其中,超大单净流出637.14万 元、占成交额4.16%,大单净流出1320.86万元、占成交额8.62%,中单净流出流出90.53万元、占成交额 0.59%,小单净流入2048.53万元、占成交额13.36%。 来源:金融界 金融界消息 截至2025年7月29日收盘,启迪设计(300500)报收于13.21元,下跌1.42%,换手率 6.93%,成交量11.62万手,成交金额1.53亿元。 启迪设计最新一期业绩显示,截至2025一季报,公司营业总收入2.18亿元、同比减少33.09%,归属净利 润1638.89万元,同比增长75.77%,扣非净利润1654.43万元,同比增长262.74%,流动比率1.314、速动 比率1.311、资产负债率60.04%。 天眼查商业履历信息显示,启迪设计集团股份有限公司,成立于1988年,位于苏州市,是一家以从事专 业技术 ...
8.6亿元智算中心项目签约 启迪设计AI新基建与城市更新双线发力
Sou Hu Cai Jing· 2025-07-29 13:38
上证报中国证券网讯(记者 王子霖)7月29日,国产算力集群项目签约仪式在河南郑州举行。启迪设计作为项目中标联合体牵头方,携手神威(无锡)信息 产业有限公司、中农算力(北京)科技有限公司与河南空港数字城市开发建设有限公司共同签署河南空港智算中心(一中心)三期项目一批次算力集群部分 建设、维护、运营一体化采购项目合约。 该项目签约建设部分含税总价达8.6亿元,算力集群运营收益含税总价为10.3亿元,是启迪设计在数字科技和AI新基建领域的又一重大成果,本次公司将携 手各方合作伙伴,全力打造一座技术领先的智能算力枢纽。 智算中心项目作为集建设、维护、运营于一体的综合性采购项目,要求150日历天内完成软硬件安装调试与初验,试运行期为30日历天。启迪设计表示,本 次中标智算中心项目是公司战略发展服务绿色低碳建造的进一步落实,凭借公司多年的积累,可为智算中心等算力建设项目提供优质专业的设备采购、实施 交付、系统运维等总包建设服务,合同的顺利履行将对公司未来的业务发展及经营业绩产生积极影响。 启迪设计表示,本次签约标志着启迪设计在数据中心基建领域的一次长足发展,在业务层面以数字科技赋能发展,加快打造"第二曲线",加强数字与A ...
启迪设计(300500) - 关于签订日常经营重大合同及补充协议的公告
2025-07-29 07:42
证券代码:300500 证券简称:启迪设计 公告编号:2025-039 启迪设计集团股份有限公司 关于签订日常经营重大合同及补充协议的公告 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。 特别提示: 1、合同的生效条件:本合同自各方法定代表人或委托代理人签字/盖章并加盖 公章(或合同专用章)之日起生效。 2、本合同的顺利履行将对启迪设计集团股份有限公司(以下简称"公司") 未来的业务发展及经营业绩产生积极影响,鉴于合同金额较大,履行期较长,在 合同具体执行过程中,可能面临市场环境、客户需求、供应链、技术变化及其他 不可预见或不可抗力等因素的影响,合同执行存在一定的不确定性,能否在本年 内完成交付亦存在不确定性。故本合同的履行对公司本年度及未来财务状况、经 营成果的影响存在不确定性,具体影响数以实际执行情况及后续审计数据为准。 3、根据《联合体协议》的约定,公司作为联合体牵头人承担本项目的设备采 购、实施交付、系统运维工作,联合体成员神威(无锡)信息产业有限公司承担 本项目的算力运营工作,联合体成员中农算力(北京)科技有限公司承担本项目 的同步跟投工作。 一、合 ...
7月24日上市公司重要公告集锦:工商银行拟赎回29亿美元境外优先股
沪市重要公告 工商银行:拟赎回29亿美元境外优先股 工商银行(601398)公告,该行于2020年9月23日在境外发行了29亿美元境外优先股,2025年4月29日召开 董事会会议,审议通过了《关于行使29亿美元境外优先股赎回权的议案》。今日,该行收到金融监管总 局的复函,金融监管总局对此次赎回无异议。该行将于2025年9月23日赎回全部前述境外美元优先股。 光大银行:中信金融资产持股比例7.08%增至8% 光大银行(601818)公告,近日收到中国中信金融资产管理股份有限公司(简称"中信金融资产")的通 知,获悉中信金融资产于2025年1月20日至7月22日期间,增持本行A股股份2.64亿股,H股股份2.79亿 股,合计占本行总股本的0.92%。中信金融资产持股比例由7.08%增至8%,触及1%的整数倍。 伟明环保:上半年完成发电量22.62亿度 同比增长7.54% 伟明环保(603568)公告,2025年上半年,公司及下属相关控股子公司合计完成累计发电量22.62亿度,同 比增长7.54%,累计上网电量18.63亿度,同比增长7.65%,平均上网电价0.569元/度,累计垃圾入库量 689.32万吨。 天成 ...
7月23日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-23 10:07
分组1 - Watson Bio signed a strategic cooperation framework agreement with Yuxi State-owned Capital Operation Company to establish a long-term partnership in the vaccine and bioproducts industry [1] - The cooperation aims to promote innovation in vaccines and synthetic biological manufacturing through various methods such as establishing equity investment funds and strategic investments [1] - Watson Bio was founded in January 2001 and focuses on the research, production, and sales of human vaccines and biotechnological drugs [2] 分组2 - Yuan Dong Bio announced a preliminary transfer price of 42.06 yuan per share for its stock, attracting 12 institutional investors with a total subscription of 540,000 shares, resulting in a subscription multiple of 1.60 times [3] - Yuan Dong Bio was established in June 2009 and specializes in the research, production, and sales of chemical raw materials, high-end chemical drugs, and biological drugs [3] 分组3 - Weiming Environmental reported a total power generation of 2.262 billion kWh in the first half of the year, representing a year-on-year increase of 7.54% [4] - The company also achieved a total online power generation of 1.863 billion kWh, with an average online electricity price of 0.569 yuan per kWh [4] - Weiming Environmental was founded in December 2001 and focuses on low-carbon environmental technology, products, and services [5] 分组4 - Qidi Design won a bid for the Henan Airport Intelligent Computing Center project with a total bid amount of 860 million yuan [6] - The project includes construction, maintenance, and operation of a computing cluster, with a construction period of 150 calendar days [6] - Qidi Design was established in March 1988 and specializes in design consulting, construction engineering, and new energy projects [7] 分组5 - Tiantan Bio's subsidiary received approval for a production site change for its product "Recombinant Human Coagulation Factor VIII" used in treating hemophilia A [8] - The new production site is located in Chengdu, Sichuan Province [8] - Tiantan Bio was founded in June 1998 and focuses on blood products using human plasma and recombinant technology [9] 分组6 - East China Pharmaceutical's HDM1002 tablet clinical trial application was approved by the FDA, aimed at weight management for overweight or obese individuals [10] - The company also received approval for a new drug abbreviated application for injectable cabozantinib, enhancing its product pipeline in the anti-infection field [10] - East China Pharmaceutical was established in March 1993 and specializes in drug research, production, and sales [10] 分组7 - Jinlong Co. plans to acquire a 29.32% stake in Shenzhen Benmao Technology Co., Ltd. [11] - Jinlong Co. was founded in April 1997 and focuses on securities company operations [11] 分组8 - Hasi Lian's injectable diltiazem hydrochloride passed the consistency evaluation by the National Medical Products Administration [12] - The drug is primarily used for treating cardiovascular diseases [12] - Hasi Lian was established in June 1996 and specializes in the research, production, and sales of chemical drug formulations [13] 分组9 - Matrix Co. reported new signed orders of 272 million yuan in the second quarter, with a total of 677 million yuan in signed but uncompleted orders [14] - Matrix Co. was founded in March 2010 and focuses on space design and soft decoration [15] 分组10 - Nanshan Aluminum plans to use up to 1 billion yuan of idle funds for low-risk financial investments [16] - Nanshan Aluminum was established in March 1993 and specializes in the development, production, processing, and sales of aluminum and aluminum alloy products [17] 分组11 - Danhua Technology received a warning letter for failing to timely disclose related party transactions [18][19] - Danhua Technology was founded in February 1994 and focuses on the production and sales of coal chemical products [20] 分组12 - Jinkong Coal Industry announced a cash dividend of 0.755 yuan per share based on a total share capital of 1.674 billion shares [21] - Jinkong Coal Industry was established in July 2001 and specializes in coal production and sales [21] 分组13 - Blue Sky Gas announced that shareholders and the secretary of the board plan to reduce their holdings by a total of 2.61 million shares [22] - Blue Sky Gas was founded in December 2002 and focuses on pipeline natural gas and urban gas services [23] 分组14 - Huagong Technology received approval for the issuance of 2 billion yuan in short-term financing bonds and medium-term notes [24] - Huagong Technology was established in July 1999 and specializes in intelligent manufacturing equipment and related technologies [25] 分组15 - Chengjian Development completed the issuance of 500 million yuan in medium-term notes with a coupon rate of 2.05% [26] - Chengjian Development was founded in December 1998 and focuses on real estate development and investment [27] 分组16 - Feilong Co. reported a net profit of 210 million yuan in the first half of the year, a year-on-year increase of 14.49% [28] - The company achieved a total revenue of 2.162 billion yuan, a year-on-year decrease of 8.67% [28] - Feilong Co. was established in January 2011 and specializes in manufacturing thermal management components for automotive and civil applications [29] 分组17 - Guanghe Technology plans to invest 30 million yuan to establish a new venture capital fund focusing on emerging industries [30] - Guanghe Technology was founded in June 2002 and specializes in the research, production, and sales of multi-layer printed circuit boards [31] 分组18 - Dongnan Network won a bid for the EPC project of Qianjiang Century City Intelligent Comprehensive Science and Technology Park with a total bid amount of 1.183 billion yuan [32] - The project has a total construction area of 273,600 square meters and a planned total investment of 3.956 billion yuan [32] - Dongnan Network was established in December 2001 and focuses on steel structures and new energy [33] 分组19 - Guangdian Measurement plans to raise no more than 1.3 billion yuan through a private placement [34] - The funds will be used for various projects including testing platforms and upgrading laboratories [34] - Guangdian Measurement was founded in May 2002 and specializes in measurement services and technical services [35] 分组20 - Wanma Co. plans to invest in a project to produce 350,000 tons of environmentally friendly polymer materials [36] - The total investment for the project is approximately 1.245 billion yuan, with a construction period from 2025 to 2030 [36] - Wanma Co. was established in December 1996 and focuses on the research, production, and sales of wires, cables, and charging equipment [37] 分组21 - Dingxin Communications plans to sell its subsidiary Haina Smart for 240 million yuan [38] - Dingxin Communications was founded in March 2008 and specializes in low-voltage power line carrier communication products [39] 分组22 - Jiayun Technology plans to transfer its wholly-owned subsidiary Jinyuan Interactive for 10 million yuan [40] - Jiayun Technology was established in May 2002 and focuses on internet marketing services [41] 分组23 - Guangsheng Nonferrous plans to publicly transfer a 3% stake in Guangdong Pearl River Rare Earth Co., Ltd. [42] - The transfer price is not less than 5.9764 million yuan, aimed at clearing unrelated assets [42] - Guangsheng Nonferrous was founded in June 1993 and specializes in rare earth mining and processing [43] 分组24 - Zhongwei Semiconductor plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [44] - Zhongwei Semiconductor was established in June 2001 and focuses on the research, design, and sales of digital and analog chips [45] 分组25 - Zhongrong Co. announced that its chairman and general manager has been released from custody and is resuming normal duties [46] - Zhongrong Co. was founded in April 1990 and specializes in the research, design, production, and sales of paper packaging products [47] 分组26 - Jiangling Motors reported a net profit of 733 million yuan in the first half of the year, a year-on-year decrease of 18.17% [48] - The company achieved total revenue of 18.092 billion yuan, a year-on-year increase of 0.96% [48] - Jiangling Motors was established in January 1997 and focuses on the production and sales of commercial vehicles and related parts [49] 分组27 - Glodon plans to reduce its holdings by up to 2.08% of the company's shares [50] - Glodon was founded in August 1998 and specializes in digital construction platform services [51] 分组28 - Olin Bio's controlling shareholder plans to reduce its holdings by up to 3% of the company's shares [52] - Olin Bio was established in December 2009 and focuses on the research, production, and sales of human vaccines [53] 分组29 - Tianrun Industrial plans to acquire 100% of Shandong Altai's shares for 135 million yuan [54] - The acquisition aims to enhance the company's capabilities in lightweight automotive components [54] - Tianrun Industrial was founded in December 1995 and specializes in the production of crankshafts and connecting rods [55] 分组30 - Goer Technology plans to acquire Mega Precision Technology and Channel Well Industrial for approximately 10.4 billion HKD [56] - The acquisition aims to enhance Goer Technology's capabilities in precision components and smart hardware [56] - Goer Technology was established in June 2001 and focuses on precision components and intelligent acoustic products [57]
启迪设计:公司中标8.6亿元智算中心项目
news flash· 2025-07-23 09:09
Core Insights - The company has won a bid for the Henan Airport Intelligent Computing Center project with a total bid price of 860 million yuan [1] - The project includes construction, maintenance, and integrated operation of computing clusters, with a project duration of 150 calendar days [1] - The warranty period for the project is set at 60 months of free warranty service [1] Financial Summary - The total bid price for construction is 860 million yuan, and the total operational cost is quoted at 120% [1] - The project is expected to enhance the company's portfolio in the intelligent computing sector [1]
启迪设计(300500) - 关于收到中标通知书的公告
2025-07-23 09:04
证券代码:300500 证券简称:启迪设计 公告编号:2025-038 启迪设计集团股份有限公司 关于收到中标通知书的公告 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。 启迪设计集团股份有限公司(以下简称"公司")于2025年7月23日收到招标 代理机构发来的《河南空港智算中心(一中心)三期项目一批次算力集群部分建 设、维护、运营一体化采购》中标通知书,现将本次中标结果公告如下: 一、中标信息 1、项目名称:河南空港智算中心(一中心)三期项目一批次算力集群部分 建设、维护、运营一体化采购(以下简称"智算中心项目") 2、招标人:河南空港数字城市开发建设有限公司 3、招标代理机构:恒信咨询管理有限公司 4、中标人:联合体牵头人:启迪设计集团股份有限公司 6、招标方式:公开招标 7、工期:150 日历天内完成所有软硬件设备安装,集成调试完成,并初验 完成。(自收到甲方通知之日起开始计算)。 试运行期限:30 日历天(自项目初验验收合格之日起开始计算)。 8、质量要求:合格,符合国家、行业相关合格质量要求及招标人技术要求。 质保期:60 个月免费质保服务(自项目最 ...
启迪设计: 关于启迪设计集团股份有限公司前期会计差错更正专项说明的鉴证报告
Zheng Quan Zhi Xing· 2025-07-22 16:16
Core Viewpoint - The report provides a verification of the accounting error corrections made by Tsinghua Design Group Co., Ltd. for the years 2020 to 2022, ensuring compliance with relevant accounting standards and regulations [1][4]. Management's Responsibility - The management of Tsinghua Design is responsible for preparing the special explanation in accordance with various accounting standards and ensuring its accuracy and completeness [1][2]. Auditor's Responsibility - The auditors are tasked with providing a verification conclusion based on the execution of verification work, ensuring adherence to professional ethical standards [2][3]. Overview of Work - The verification was conducted following specific guidelines, including inquiries and examination of accounting records to ensure the accuracy of the accounting error corrections [2][3]. Verification Conclusion - The auditors concluded that the special explanation regarding the accounting error corrections is prepared in accordance with relevant regulations and accurately reflects the corrections made [3][4]. Reasons and Content of Accounting Error Corrections - The company identified several accounting errors related to revenue recognition and cost adjustments for various projects, leading to adjustments in revenue and costs for the years 2020 to 2022 [4][5]. Impact of Corrections on Financial Statements - The corrections affected the consolidated balance sheet and profit and loss statements for the years 2020 to 2022, with specific adjustments detailed for various financial metrics [5][6][7]. Performance Commitment Impact - The accounting error corrections will impact the performance commitments made during the major asset restructuring in 2018, with specific figures indicating the shortfall in meeting profit commitments [10][13].