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大手笔!300571 加码国产智算
Zhong Guo Ji Jin Bao· 2026-02-11 15:37
Group 1 - The company plans to raise up to 1 billion yuan through a private placement to fund the construction of a domestic intelligent computing center and supplement working capital [2] - The total investment for the intelligent computing center project is 746 million yuan, with 700 million yuan expected to be funded from the raised capital [3] - The company aims to build a fully domestic computing ecosystem using leading domestic AI chips to enhance supply chain security and data sovereignty [2][3] Group 2 - The intelligent computing market in China has been growing rapidly, with an average annual growth rate of 76.3% since 2020, making it the main driver of computing scale growth [3] - By 2025, the intelligent computing market in China is projected to reach 1590 EFLOPS, surpassing IDC's forecast of 1037.3 EFLOPS [3] - Currently, the domestic intelligent computing center market is primarily dominated by the NVIDIA ecosystem, with a relative scarcity of fully domestic commercial computing supply [3] Group 3 - The company's computing business model involves purchasing GPU modules and related equipment, assembling servers, and providing ongoing operational services to clients [4] - As of mid-2025, the company has signed over 2.2 billion yuan in orders, primarily from telecommunications operators and cloud service providers [4] - Despite securing numerous orders, the company has been facing significant losses, with an expected net loss of between 130 million yuan and 190 million yuan for 2025, a further decline from a net loss of 116 million yuan in 2024 [4][6] Group 4 - The company attributes its declining performance to ongoing strategic investments in computing services and plans to adjust the estimated useful life of its equipment, which may significantly impact net profit [6] - As of February 11, the company's stock closed at 32.06 yuan per share, with a market capitalization of 4.473 billion yuan [7]
今日晚间重要公告抢先看——紫光股份:拟定增募资用于收购新华三6.98%股权等;中微半导:拟在四川资阳建设IPM产线项目
Jin Rong Jie· 2026-02-11 13:57
Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]
平治信息拟定增募资不超10亿元 用于国产智能算力中心建设项目
Zhi Tong Cai Jing· 2026-02-11 12:51
Group 1 - The company Pingzhi Information (300571.SZ) has announced a plan to issue shares to specific investors for the year 2026 [1] - The issuance will target up to 35 specific investors, including the company's controlling shareholder Guo Qing, who meet the criteria set by the China Securities Regulatory Commission [1] - The total amount of funds to be raised is not to exceed 1 billion yuan, which will be used for the construction of domestic intelligent computing power centers and to supplement working capital after deducting issuance costs [1]
平治信息(300571.SZ):拟定增募资不超过10亿元用于国产智能算力中心建设项目等
Ge Long Hui A P P· 2026-02-11 12:38
Group 1 - The company Pingzhi Information (300571.SZ) plans to issue shares to specific investors to raise a total of no more than 1 billion yuan [1] - The funds raised will be used for the construction of a domestic intelligent computing power center and to supplement working capital [1] - The issuance includes participation from the company's controlling shareholder Guo Qing, which constitutes a related party transaction [1]
A股公告精选 | *ST松发(603268.SH):下属公司签订17-20亿美元造船合同
智通财经网· 2026-02-11 12:25
Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]
平治信息:拟向特定对象增发募资不超过10亿元
Mei Ri Jing Ji Xin Wen· 2026-02-11 11:25
(记者 曾健辉) 每经AI快讯,平治信息2月11日晚间发布公告称,本次向特定对象发行股票事宜已经公司第五届董事会 第八次会议审议通过。本次向特定对象发行股票的发行对象为包括公司控股股东郭庆在内的不超过35名 符合中国证监会规定条件的特定投资者,公司控股股东郭庆拟参与本次向特定对象发行认购,认购数量 以认购金额除以发行价格确定,对认购股数不足1股的余数作舍去处理,最终认购数量不超过本次向特 定对象发行股票数量上限。发行价格不低于定价基准日前20个交易日公司A股股票交易均价的80%。本 次发行拟募集不超过10亿元。 每经头条(nbdtoutiao)——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强",几十个提示字生成15秒视频可商业交付,影视股大涨!记者亲测 ...
平治信息:2月11日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-02-11 11:09
每经头条(nbdtoutiao)——男子街头逃亡、剑客山间打斗……电影级中国视频大模型被称"地表最 强",几十个提示字生成15秒视频可商业交付,影视股大涨!记者亲测 (记者 王晓波) 每经AI快讯,平治信息2月11日晚间发布公告称,公司第五届第八次董事会会议于2026年2月11日在公司 会议室召开。会议审议了《关于公司2026年度向特定对象发行股票预案的议案》等文件。 ...
平治信息:拟向特定对象发行股票募集资金总额不超过10亿元 控股股东郭庆拟认购金额不低于5000万元且不超过4亿元
Cai Jing Wang· 2026-02-11 10:50
平治信息公告,公司拟向特定对象发行股票募集资金总额不超过10亿元,发行股票数量不超过本次发行 前公司总股本的30%。公司控股股东郭庆拟参与认购,认购金额不低于5000万元且不超过4亿元,认购 数量以认购金额除以发行价格确定,对认购股数不足1股的余数作舍去处理,最终认购数量不超过本次 向特定对象发行股票数量上限。本次发行构成关联交易,尚需公司股东会审议通过并批准认购对象免于 发出要约,并经深圳证券交易所审核通过、中国证监会同意注册后方可实施。 ...
平治信息(300571) - 第五届董事会第八次会议决议公告
2026-02-11 10:34
证券代码:300571 证券简称:平治信息 公告编号:2026-005 杭州平治信息技术股份有限公司 第五届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 杭州平治信息技术股份有限公司(以下简称"公司")第五届董事会第八次会 议的会议通知于2026年2月10日以电话及电子邮件等方式发出。本次会议于2026 年2月11日以现场及通讯表决相结合的方式在公司会议室召开。董事郭庆、郑兵、 潘爱斌3人以现场方式出席会议,郝玉贵、金小刚2人以通讯表决方式出席会议。 本次会议由董事长郭庆先生主持,公司高级管理人员列席了本次会议。 本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和 公司章程的规定。 二、董事会会议审议情况 (一)审议通过《关于公司符合向特定对象发行股票条件的议案》 表决情况:同意4票,反对0票,弃权0票,关联董事郭庆回避表决。 根据《中华人民共和国公司法》《中华人民共和国证券法》以及《上市公司 证券发行注册管理办法》等相关法律、法规及规范性文件的规定,经杭州平治信 息技术股份有限公司(以下简称 ...
平治信息(300571) - 关于暂时不召开股东会审议本次向特定对象发行股票相关事宜的公告
2026-02-11 10:34
证券代码:300571 证券简称:平治信息 公告编号:2026-012 根据《上市公司证券发行注册管理办法》等相关规定,公司本次向特定对象 发行股票(以下简称"本次发行")事项尚需公司股东会审议通过、深圳证券交 易所审核通过,并经中国证券监督管理委员会作出同意注册决定后方可实施。 2026 年 2 月 11 日,公司第五届董事会第八次会议审议通过了《关于暂时不 召开股东会审议本次向特定对象发行股票相关事宜的议案》,根据公司工作进展 安排,公司决定暂时不召开股东会审议本次发行股票相关事宜,待相关工作完成 后再发布召开股东会的通知,提请股东会审议本次发行的相关事项。 特此公告。 杭州平治信息技术股份有限公司董事会 2026 年 2 月 11 日 1 杭州平治信息技术股份有限公司 关于暂时不召开股东会审议本次向特定对象发行 股票相关事宜的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 杭州平治信息技术股份有限公司(以下简称"公司")于 2026 年 2 月 11 日 召开第五届董事会第八次会议,审议通过了《关于公司符合向特定对象发行股票 条件的议案》《关于公司 ...