Core Viewpoint - Pingzhi Information (300571.SZ) has signed a procurement framework agreement with China Telecom Group and China Telecom Co., Ltd. for the supply of embedded micro smart set-top box products and related services, with a total contract value of approximately 74 million RMB [1] Group 1 - The subsidiary Shenzhen Zhaoneng Xuntong Technology Co., Ltd. will act as the service provider for China Telecom [1] - The procurement framework agreement covers the period from 2025 to 2026 [1] - The total amount of the framework agreement is approximately 74 million RMB [1]

Core Viewpoint - The company Shenzhen Zhaoneng, a subsidiary of Pingzhi Information, has signed a procurement framework agreement with China Telecom for the supply of embedded micro smart set-top boxes and related services, with a total contract value of approximately 74 million yuan [1] Group 1 - The agreement is part of a centralized procurement project for China Telecom's embedded micro smart set-top box products for the years 2025-2026 [1] - Shenzhen Zhaoneng will act as the service provider for China Telecom, indicating a strategic partnership between the two companies [1] - The total amount of the framework agreement is approximately 74 million yuan, highlighting the financial significance of this contract for Shenzhen Zhaoneng [1]

Core Viewpoint - The company announced a significant procurement agreement with China Telecom, indicating a strategic partnership and potential revenue growth in the coming years [1] Group 1 - The subsidiary Shenzhen Zhaoneng has signed a procurement framework agreement with China Telecom for the "China Telecom Insertable Micro Smart Set-Top Box Products (2025-2026)" [1] - The total amount of the framework agreement is approximately 74 million yuan [1]

架协议的公告 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： 1、本次与中国电信集团有限公司、中国电信股份有限公司（以下简称"中 国电信"）签订的《中国电信插入式微型智能机顶盒产品(2025 年-2026 年)集中 采购项目设备及相关服务采购框架协议》（以下简称"框架协议"）为深圳兆能 日常经营合同，框架协议总金额合计约为 7400 万元。本次框架合同的签订对上 市公司本年度业绩不会产生重大影响。 2、本次签订的框架合同实际执行金额以具体订单为准。该框架合同虽已对 双方权利及义务、违约责任、争议的解决方式等作出明确约定，但框架合同履行 仍存在因市场环境、宏观经济以及其他不可抗力因素发生重大变化而导致的履约 风险。敬请广大投资者注意投资风险。 杭州平治信息技术股份有限公司（以下简称"公司"）于近日收到公司子公 司深圳市兆能讯通科技有限公司（以下简称"深圳兆能"）与中国电信集团有限 公司、中国电信股份有限公司签订的《中国电信插入式微型智能机顶盒产品(2025 年-2026 年)集中采购项目设备及相关服务采购框架协议》，合同约定深圳兆能 作为中国电信的服务供应 ...

Company Highlights - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Foxconn Automotive, planning to deploy no less than 2,000 embodied intelligent robots in the next five years [1] - Tianhua New Energy's actual controllers plan to transfer 12.95% of shares to CATL at a price of 24.49 yuan per share, which is a 19% discount compared to the closing price [2] - Zhenyu Technology plans to invest 21.1 billion yuan in humanoid robot precision module and component projects [3] - Taiyuan Heavy Industry disclosed false financial data in its annual report, leading to a change in its stock name to "ST Tai Heavy" starting November 4 [4] Investment & Contracts - East Asia Machinery plans to invest 400 million yuan to build an intelligent manufacturing base for air compressors and core components in Central China [12] Shareholding Changes - TuoStar's director plans to reduce his holdings by up to 0.95% [14] - Shanghai Fosun Pharmaceutical plans to reduce its holdings in Shanhe Pharmaceutical by up to 3% [16] Business Performance - Pingzhi Information reported a total procurement amount of 469 million yuan for server-related products since May [17] - Berry Genomics received medical device registration for the world's first clinically approved third-generation sequencing platform, Sequel® IICNDx [18] Contracts & Project Awards - Hopu Co., Ltd. signed a 5.2 billion yuan procurement contract for a storage system [20] - Qiaoyin Co., Ltd. received a bid notification for a 5.12 billion yuan urban sanitation integration project [20] Stock Price Movements - Hezhong China experienced a 46.56% increase in stock price over four consecutive trading days, indicating potential irrational speculation [22] Other Announcements - Huaxin Cement will change its stock name to Huaxin Building Materials starting November 6 [23]

Core Viewpoint - The company, Pingzhi Information, announced that as of October 31, 2023, it has cumulatively purchased server-related products amounting to 469 million yuan, with all servers delivered. The impact of this delivery on the company's performance is limited, and future purchases will depend on new computing service contracts [1]. Group 1 - The total amount of server-related products purchased by the company is 469 million yuan [1] - All purchased servers have been delivered as of the announcement date [1] - The impact of the delivery on the company's performance is described as limited [1] Group 2 - The company will continue to implement server procurement based on new computing service contract signings [1]

Core Viewpoint - The company has announced an investment in Future Partners Robotics (Shenzhen) Co., Ltd., acquiring a 40% stake, with plans to enhance its robotics business through strategic partnerships with telecom operators [1] Group 1: Investment and Stake - The company will invest in Future Partners Robotics (Shenzhen) Co., Ltd. in October 2025, holding a 40% equity stake [1] Group 2: Robotics Business Strategy - The primary market entry point for the company's robotics business will be through sales via telecom operator channels [1] - The company aims to leverage long-term partnerships with telecom operators to promote the standardization, modularization, and scaling of its robotics products [1] - The focus is on developing industry-specific robotic solutions to accelerate product promotion [1]

证券代码：300571 证券简称：平治信息 公告编号：2025-055 杭州平治信息技术股份有限公司 二、交易方案的执行情况 2025年5月到目前为止公司累计采购的服务器相关产品总金额为4.69亿元， 截至目前，公司所采购的服务器已全部交付完毕。本次交付对公司业绩影响有限。 一方面，公司采购服务器进展受到算力项目谈判进程的影响，受客户机房竣 工验收进度、客户采购审批进度等因素的影响，公司算力业务已签订框架协议的 执行主要以客户下达实际订单为准；另一方面，公司部分在谈算力项目因未与客 户在合同条款上达成一致而未最终签订合同，公司采购算力服务器进度受上述多 重因素的影响；此外，基于控制风险、保障公司利益的目的，结合当时市场状况， 公司只选择了与通信运营商、云服务商等实力雄厚的客户合作算力项目。公司后 续将按照新的算力服务合同签订情况继续实施算力服务器的采购。 三、交易方案对公司的影响 本次交易方案实际执行预计对公司本年度财务状况不会产生重大影响。公司 后续算力服务业务具体采购将依订单的签订情况实施，采购交易方案秉承稳健经 营及审慎原则，综合考虑了当前公司算力业务进程及下游客户情况。该变动不会 影响公司在算力服务业 ...

Core Insights - The company has successfully transformed its business in the computing power sector, with total signed orders exceeding 2.4 billion yuan [1] - The company has completed the delivery and deployment of related computing power servers [1] - The company invested in Future Partner Robotics (Shenzhen) Co., Ltd., acquiring a 40% stake, and the latter has launched a series of intelligent robot products [1]

Company Overview - The company has successfully transformed its computing power business, with total signed orders exceeding 2.4 billion CNY [2] - The company has delivered and deployed related computing power servers [2] Computing Power Business - The main service model involves purchasing GPU modules and assembling servers, followed by installation and ongoing operational support [5] - The company expects that projects delivered in the early stages will enter the billing cycle, positively impacting future performance [5] Robotics Development - The company holds a 40% stake in Future Partner Robotics (Shenzhen) Co., Ltd., which has launched a series of smart robot products [3] - The primary market entry point for the robotics business is through telecommunications operators, leveraging long-term partnerships for standardized and scalable product solutions [3] Accounts Receivable - As of the end of Q3, the company has a significant amount of accounts receivable, primarily from telecommunications operators, with a low likelihood of bad debts due to their strong financial status [4] AI Product Offerings - The company is developing smart hardware and AI-enabled modules, with current AI platforms targeting health care and home applications [6] - Specific products include an AI smart blood pressure monitor designed for elderly care and an AI smart alarm clock for home use, featuring interactive and educational functionalities [6]