Core Viewpoint - The article highlights a significant shift in the AI industry following the Trump administration's decision to revoke Biden's AI diffusion rules, which is expected to impact the AI chip market and domestic AI development in China [3][4]. Group 1: Policy Changes - Trump has canceled Biden's AI diffusion rules, which aimed to regulate AI chip exports by categorizing countries into three tiers [3]. - The new measures announced by the U.S. Department of Commerce focus on controlling AI chip exports and large model training, ensuring the U.S. maintains its leadership in AI innovation [3][4]. Group 2: Market Reactions - Following the policy changes, domestic computing power stocks surged, with notable gains in companies like Lian Technology and Hongjing Technology [1]. - Nvidia's stock rose significantly after announcing the provision of 18,000 AI GPUs to Saudi Arabia's state AI company, Humain [1][3]. Group 3: Industry Implications - The new U.S. policies are expected to accelerate the domestic replacement of AI chips in China, as companies may seek alternatives to U.S. products due to export uncertainties [4]. - The demand for AI computing power is increasing, as evidenced by Humain's plans to procure a large number of Nvidia chips for a super-scale computing center in Saudi Arabia [4]. Group 4: Investment Outlook - Industry analysts suggest that the capital expenditure in cloud-side AI remains strong, with major companies like Meta, Microsoft, and Amazon increasing their investments in AI data centers and related infrastructure [5]. - Despite short-term trading challenges, the long-term outlook for quality investments in the computing power sector remains positive [6].

Core Viewpoint - The computing power concept stocks experienced a significant rise at the beginning of trading, with notable increases in specific companies' stock prices [1] Group 1: Stock Performance - Lian Technology (300603) saw its stock price increase by over 10% [1] - Ruiskanda (603803) reached its daily limit up [1] - Other companies such as Chip Origin, Youfang Technology, and Dekeli also experienced stock price increases [1]

中信建投证券股份有限公司关于 对立昂技术股份有限公司持续督导的培训报告 中信建投证券股份有限公司（以下简称"保荐人"或"中信建投证券"）作 为立昂技术股份有限公司（以下简称"立昂技术""公司"）向特定对象发行股票 并在创业板上市的保荐人。根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》的相关规定，保荐人项目组成员于 2025 年 4 月 24 日对立昂技 术到场的董事、监事、高级管理人员、中层以上管理人员及公司控股股东和实际 控制人等相关人员进行了专门培训，并对未到场的相关人员派发了相关培训资料， 督促其认真学习培训内容，本次培训的具体情况如下： 一、培训时间 2025 年 4 月 24 日。 二、培训地点 立昂技术股份有限公司及线上会议。 三、培训内容 2、董监高在信息披露、股票交易等方面的履职要点，上市公司独立性、关 联交易等方面注意事项，相关违规案例分析及启示； 3、分享近期并购重组市场政策变化、市场情况，传达最新的监管动态等。 四、培训的完成情况及效果 本次持续督导培训的工作过程中，立昂技术及参会人员给予了积极配合。全 体参与培训的人员均进行了认真学习，深入学习了上市公司的规范运营、 ...

关于举行 2024 年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 立昂技术股份有限公司（以下简称"公司"）已于 2025 年 4 月 26 日于巨潮资 讯网（http://www.cninfo.com.cn）披露了《2024 年年度报告》及《2024 年年度 报告摘要》。 为便于广大投资者更深入全面了解公司情况，公司定于 2025 年 5 月 20 日（星 期二）15:30-17:00 在"价值在线"（www.ir-online.cn）举办公司 2024 年度网上 业绩说明会，与投资者进行沟通和交流，广泛听取投资者的意见和建议。 一、业绩说明会召开的时间、地点和方式 会议召开时间：2025 年 5 月 20 日（星期二）15:30-17:00 证券代码：300603 股票简称：立昂技术 编号：2025-042 立昂技术股份有限公司 三、投资者参加方式 投资者可于 2025 年 5 月 20 日 （ 星 期 二 ） 15:30-16:30 通过网址 https://eseb.cn/1nQlsVQnyr6 或使用微信扫描下方小程序码即可 ...

中信建投证券股份有限公司关于 立昂技术股份有限公司 2024 年年度持续督导跟踪报告 | 保荐人名称：中信建投证券股份有限公司 | 上市公司简称：立昂技术 | | --- | --- | | 保荐代表人姓名：宋华杨 | 联系电话：028-68850835 | | 保荐代表人姓名：张涛 | 联系电话：028-68850835 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2.督导公司建立健全并有效执行规章制度的情 | | | 况 | | | （1）是否督导公司建立健全规章制度（包括但 不限于防止关联方占用公司资源的制度、募集 | 是 | | 资金管理制度、内控制度、内部审计制度、关 | | | 联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 次 12 | | （2）公司募集资金项目进展是否与信息披露文 | 是 | | 件一致 | ...

Core Viewpoint - The major shareholder, Jiuying Stable Growth No.1 Private Securities Investment Fund, plans to reduce its stake in Lian Technology Co., Ltd. by up to 4,602,981 shares, representing 1.0000% of the total share capital, due to personal funding needs [3][4]. Group 1: Shareholder Information - Jiuying Stable Growth No.1 Fund holds 23,250,000 shares, accounting for 5.0511% of the total share capital of Lian Technology [3]. - The reduction plan will take place within three months starting from May 23, 2025, after a 15 trading day notice period [3][4]. Group 2: Reduction Plan Details - The maximum number of shares to be reduced is 4,602,981, which is 1.0000% of the total share capital after excluding repurchased shares [3]. - The reduction will be executed through centralized bidding at market prices [4]. - Any changes in share structure, such as stock dividends or capital increases, will adjust the reduction quantity accordingly [4]. Group 3: Commitment and Compliance - Jiuying Stable Growth No.1 Fund has adhered to its previous commitments regarding shareholding and has not violated any agreements [5][6]. - The fund committed to not reduce shares acquired through agreement transfer for six months post-acquisition [5].

Core Viewpoint - Lian Technology reported a revenue of 788 million yuan for 2024, marking a year-on-year increase of 9.02%, and a net profit of 25.87 million yuan, up 247.18% year-on-year, driven by its cloud data center and overseas projects [2][3]. Group 1: Business Performance - The company achieved a revenue of 788 million yuan, with a net profit of 25.87 million yuan, reflecting significant growth in profitability [2]. - The digital city business revenue grew by 6.99%, with a gross margin of 11.32%, while overseas business revenue surged by 115.96%, indicating strong international demand [3]. - The communication network service business grew by 7.00%, and the value-added services for telecom operators increased by 18.31%, maintaining gross margins of 18.73% and 23.32% respectively [5]. Group 2: Strategic Projects - Lian Technology's AI computing park in Jianyang has achieved operational status, providing over 3000 PFlops of computing power, and is the first inference resource pool in Southwest China [4]. - The company is involved in the Saudi CEER electric vehicle factory project, which is significant for Saudi Arabia's Vision 2030, enhancing its international presence [3]. - The Jianyang data center project is part of the "East Data West Computing" initiative, with a total planned area of approximately 89,000 square meters and a capacity for around 12,000 racks [4]. Group 3: Future Outlook - The company plans to enhance its digital city services by leveraging its overseas operations and focusing on technology innovation to meet market demands [6]. - In the communication services sector, Lian Technology aims to expand into new regional markets while stabilizing its presence in Xinjiang [6]. - The company is set to officially launch the Jianyang project and increase investments in cloud computing resources to strengthen its market position [6].

证券代码：300603 证券简称：立昂技术 公告编号：2025-041 特别提示： 持有立昂技术股份有限公司（以下简称"公司"）股份 23,250,000 股，占 公司总股本（以剔除回购专用账户股份后的总股本 460,298,196 股计算，下同） 比例 5.0511%的股东九益稳健成长 1 号私募证券投资基金（以下简称"九益稳健 1 号基金"）计划在此公告披露之日起 15 个交易日后的 3 个月内（即从 2025 年 5 月 23 日起至 2025 年 8 月 22 日止）以集中竞价方式减持股份不超过 4,602,981 股（占公司总股本比例 1.0000%）。 公司于近日收到公司持股 5%以上股东九益稳健 1 号基金出具的《股份减持 计划告知函》，现将具体情况公告如下： 一、股东的基本情况 截至本公告披露日，股东九益稳健 1 号基金的具体持股情况如下： | 股东名称 | | | 持有股份的总数量（股） | 占公司总股本比例（%） | | | --- | --- | --- | --- | --- | --- | | 九益稳健 | 1 | 号基金 | 23,250,000 | | 5.0511 | 二、本次 ...

| | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 787,880, 115. 14 | 722, 715, 994. 19 | 9.02% | 756, 743, 167. 47 | | 归属于上市公司股东的 净利润(元) | 25, 870, 118. 57 | 7.451.463.44 | 247. 18% | -327, 564, 488. 45 | | 归属于上市公司股东的 扣除非经常性损益的净 | -38, 906, 016. 83 | -45, 273, 959. 51 | 14. 07% | -376, 426, 358. 64 | | 利润(元) | | | | | | 经营活动产生的现金流 | 23, 935, 650. 93 | 56,580,825.40 | -57.70% | 119, 200, 635. 32 | | 量净额(元) | | | | | | 基本每股收益(元/股) | 0. 06 | 0.02 | 200. 00% | -0. 91 | | 稀释每股收 ...

立昂技术股份有限公司 2024 年度独立董事述职报告 （熊希哲） 各位股东及股东代表： 本人于 2024 年 9 月 11 日任职立昂技术股份有限公司（以下简称"公司"）独立 董事，任职后严格按照《中华人民共和国公司法》《上市公司独立董事管理办法》等 有关法律、法规以及《立昂技术股份有限公司章程》（以下简称"《公司章程》"） 《立昂技术股份有限公司独立董事工作细则》等公司制度的规定，在 2024 年度任职 期间恪尽职守，勤勉尽责，切实发挥独立董事的作用，积极出席公司董事会，认真审 议董事会议案，对独立董事应该关注的重大事项发表独立意见，督促公司规范运作， 维护公司股东，特别是中小股东的合法权益。现将有关情况报告如下： 一、独立董事的基本情况 作为公司的独立董事,我具备专业能力,在所从事的专业领域积累了丰富的经验。 我个人工作履历、专业背景以及兼职情况如下: 熊希哲，1982 年 5 月出生，硕士研究生学历，中国国籍，无境外永久居留权。 2004 年 7 月至 2005 年 7 月，任职王府井集团股份有限公司法务；2005 年 7 月至 2007 年 2 月，任职北京市证泰律师事务所律师助理；2007 年 3 ...