格隆汇9月30日丨平治信息(300571.SZ)公布，近日，中国联通采购与招标网发布了《2025 年中国联通通 用服务器集中采购项目中标候选人公示》，杭州平治信息技术股份有限公司(以下简称"平治信息")为上 述项目的中标候选人之一。 中国联通预中标项目情况 (一)项目名称：2025 年中国联通通用服务器集中采购项目 (五)预中标情况：平治信息为 2025 年中国联通通用服务器集中采购项目标包二的第八中标候选人。中 标含税金额约为人民币 4.51 亿元。 本次中标 2025 年中国联通通用服务器集中采购项目，是公司通用服务器产品再次中标通信运营商大型 通用服务器采购项目，对公司发展通用服务器业务有非常积极、重要的影响，通用服务器主要用于云计 算产业，公司将以该项目为基础，积极参与通信运营商云计算基础设施建设，实现公司的战略发展目 标。 (二)招标人名称：中国联合网络通信有限公司、联通数字科技有限公司 (三)招标代理机构名称：普天信息工程设计服务有限公司 (四)采购内容：通用服务器 ...

中国联通预中标项目情况 (一)项目名称：2025 年中国联通通用服务器集中采购项目 (二)招标人名称：中国联合网络通信有限公司、联通数字科技有限公司 (三)招标代理机构名称：普天信息工程设计服务有限公司 (四)采购内容：通用服务器 格隆汇9月30日丨平治信息(300571.SZ)公布，近日，中国联通采购与招标网发布了《2025 年中国联通通 用服务器集中采购项目中标候选人公示》，杭州平治信息技术股份有限公司(以下简称"平治信息")为上 述项目的中标候选人之一。 (五)预中标情况：平治信息为 2025 年中国联通通用服务器集中采购项目标包二的第八中标候选人。中 标含税金额约为人民币 4.51 亿元。 本次中标 2025 年中国联通通用服务器集中采购项目，是公司通用服务器产品再次中标通信运营商大型 通用服务器采购项目，对公司发展通用服务器业务有非常积极、重要的影响，通用服务器主要用于云计 算产业，公司将以该项目为基础，积极参与通信运营商云计算基础设施建设，实现公司的战略发展目 标。 ...

Group 1 - The company, Pingzhi Information (300571.SZ), has been selected as one of the candidates for the 2025 China Unicom general server centralized procurement project [1] - The total bid amount, including tax, is approximately 451 million yuan [1]

智通财经APP讯，平治信息(300571.SZ)公告，公司为2025年中国联通通用服务器集中采购项目的中标候 选人之一，中标含税金额约为4.51亿元。 ...

证券代码：300571 证券简称：平治信息 公告编号：2025-051 杭州平治信息技术股份有限公司 中标候选人公示的提示性公告 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。 近日，中国联通采购与招标网发布了《2025 年中国联通通用服务器集中采 购项目中标候选人公示》，杭州平治信息技术股份有限公司（以下简称"平治信 息"）为上述项目的中标候选人之一。 一、中国联通预中标项目情况 (一）项目名称：2025 年中国联通通用服务器集中采购项目 （二）招标人名称：中国联合网络通信有限公司、联通数字科技有限公司 （https://uscm.chinaunicom.cn:18008/bidInformation/detail?id=19716004 38168158208）发布的《2025 年中国联通通用服务器集中采购项目中标候选人公 示》。 三、中标项目对公司业绩的影响 本次中标 2025 年中国联通通用服务器集中采购项目，是公司通用服务器产 品再次中标通信运营商大型通用服务器采购项目，对公司发展通用服务器业务有 非常积极、重要的影响，通用服务器主要用于云计算产业，公司将 ...

Market Overview - On September 25, the communication services sector declined by 0.2%, with Li'an Technology leading the losses [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the communication services sector included: - Online Offline (300959) with a closing price of 83.88, up 8.51% on a trading volume of 145,600 shares and a turnover of 1.215 billion yuan [1] - Runze Technology (300442) closed at 55.92, up 3.90% with a trading volume of 541,600 shares and a turnover of 304.7 million yuan [1] - Pingzhi Information (300571) closed at 36.61, up 2.84% with a trading volume of 158,400 shares and a turnover of 589 million yuan [1] - Major decliners included: - Li'an Technology (300603) closed at 11.80, down 4.68% with a trading volume of 363,600 shares and a turnover of 433 million yuan [2] - Yuandao Communication (301139) closed at 21.13, down 3.56% with a trading volume of 116,700 shares and a turnover of 250 million yuan [2] - Century Dingli (300050) closed at 6.36, down 3.05% with a trading volume of 231,500 shares and a turnover of 149 million yuan [2] Capital Flow - The communication services sector experienced a net outflow of 1.135 billion yuan from institutional investors, while retail investors saw a net inflow of 1.079 billion yuan [2][3] - Key stocks with significant capital flow included: - Guanghuan New Network (300383) with a net inflow of 18.1 million yuan from institutional investors [3] - Runze Technology (300442) saw a net inflow of 9.4 million yuan from retail investors [3] - ST Tongmai (603559) had a net inflow of 731,400 yuan from institutional investors [3]

Group 1 - The core viewpoint of the news is that Pingzhi Information has seen a stock price increase of 5.19%, reaching 34.48 CNY per share, with a trading volume of 134 million CNY and a turnover rate of 3.46%, resulting in a total market capitalization of 4.811 billion CNY [1] - Pingzhi Information, established on November 25, 2002, and listed on December 13, 2016, is primarily engaged in mobile reading, information services, and other value-added telecommunications services. The revenue composition is as follows: 69.29% from communication equipment manufacturing, 17.75% from operator equity business, and 12.96% from computing power business [1] Group 2 - Among the top ten circulating shareholders of Pingzhi Information, Huaxia Fund has a fund that entered the top ten in the second quarter, holding 933,800 shares, which accounts for 0.81% of the circulating shares. The estimated floating profit today is approximately 1.5875 million CNY [2] - The Huaxia Industry Prosperity Mixed Fund (003567), managed by Zhong Shuai, has a total asset scale of 8.253 billion CNY. Since its inception on February 4, 2017, it has achieved a return of 376.35%, with a year-to-date return of 55.21% and a one-year return of 109.3% [2][3]

Market Overview - On September 18, the communication services sector declined by 2.16%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 12.15, up 6.39% [1] - Zhongbei Communication (603220) at 24.79, up 5.80% [1] - ST Xintong (600289) at 6.57, up 4.95% [1] - Major decliners included: - Online and Offline (300959) at 73.50, down 10.37% [2] - Erli San (002467) at 6.88, down 4.58% [2] - Fengzhushou (301382) at 36.97, down 3.47% [2] Capital Flow - The communication services sector experienced a net outflow of 2.507 billion yuan from institutional investors, while retail investors saw a net inflow of 2.243 billion yuan [2] - The table of capital flow indicates that: - Zhongbei Communication had a net inflow of 2.29 million yuan from institutional investors [3] - Super Communication (603322) saw a net inflow of 29.216 million yuan from retail investors [3] - Dream Network Technology (002123) had a net inflow of 16.368 million yuan from institutional investors [3]

Core Viewpoint - Pingzhi Information (300571.SZ), a digital reading provider, has been pre-awarded a significant project worth approximately 170 million yuan, which is expected to enhance its market competitiveness [1]. Group 1: Project and Market Impact - The pre-awarded project will strengthen the company's computing power service business and facilitate market expansion in related fields [1]. - The project is expected to accelerate the company's strategic deployment in computing network construction and services, positively impacting its development goals [1]. - Since 2025, Pingzhi Information has disclosed four instances of winning or pre-winning computing power projects, with a total new contract amount reaching 362 million yuan [1]. Group 2: Financial Performance - The company's revenue fluctuated in recent years, with revenues of 3.556 billion yuan in 2022, 1.911 billion yuan in 2023, and 1.443 billion yuan in 2024; net profits were 123 million yuan, -38.79 million yuan, and -116 million yuan respectively [2]. - In the first half of 2025, the company achieved revenue of 580 million yuan, a year-on-year decline of 34.64%, but net profit reached 13.1 million yuan, a year-on-year increase of 331.48% [2]. - The significant profit growth in 2025 is attributed to the successful transformation into computing power services, supported by deep cooperation with major telecom operators [2]. Group 3: Research and Development - The company emphasizes both internal innovation and external collaboration with universities and research institutions to enhance its technological innovation capabilities [3]. - Research and development expenditures from 2022 to the first half of 2025 were 52.81 million yuan, 56.12 million yuan, 37.94 million yuan, and 19.12 million yuan, totaling 166 million yuan over three and a half years [3]. - As of mid-2025, the company holds a total of 205 patents, including 95 invention patents, 54 utility model patents, and 56 design patents [3].

Macro News - The U.S. Treasury reported that from January to August, the national general public budget revenue reached 14,819.8 billion yuan, a year-on-year increase of 0.3% [2] - The securities transaction stamp duty for the same period was 118.7 billion yuan, showing a significant year-on-year increase of 81.7% [2] - In August, the securities transaction stamp duty increased by 226% year-on-year and 66% month-on-month [2] Industry News - The Ministry of Industry and Information Technology is soliciting opinions on the mandatory national standard for "Intelligent Connected Vehicles Combination Driving Assistance System Safety Requirements," which includes features for detecting driver disengagement [3] - The total A-share trading volume for the year has reached 280 trillion yuan, a 109% increase compared to the same period last year [3] - The average daily trading volume in A-shares is 16.1 trillion yuan, up 107% year-on-year [3] - The China Nonferrous Metals Industry Association reported that the transaction price range for multi-crystalline silicon n-type raw materials is 51,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton, reflecting an 8.57% increase [4] Company News - Tianpu Co. announced that there is uncertainty regarding the change of control, and its stock will resume trading on September 18 [11] - Hengrui Medicine announced that its application for a new indication for the injection of Rukang Qumizhuo monoclonal antibody for breast cancer patients has been accepted and prioritized for review [11] - China Ping An announced the completion of its long-term service plan for stock purchases for the year 2025 [11] - Top Group announced that its actual controller and vice chairman has terminated the share reduction plan ahead of schedule [11] - Huazhu Group announced a planned investment of no more than 10 billion yuan in bank wealth management products [11]