Core Viewpoint - The stock of Xiechuang Data has shown significant growth in recent trading sessions, with a year-to-date increase of 18.50% and a notable rise of 40.54% over the past 20 days, indicating strong market interest and performance [1][2]. Company Overview - Xiechuang Data Technology Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the research, production, and sales of IoT smart terminals and data storage devices, adapting to technological changes and market trends [1]. - The company's revenue composition includes: 37.11% from data storage devices, 24.69% from intelligent computing products and services, 17.70% from IoT smart terminals, 16.88% from server and peripheral remanufacturing, and 3.62% from other categories [1]. Financial Performance - For the period from January to September 2025, Xiechuang Data reported a revenue of 8.331 billion yuan, reflecting a year-on-year growth of 54.43%, and a net profit attributable to shareholders of 698 million yuan, up 25.30% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 139 million yuan in dividends, with 114 million yuan distributed over the past three years [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Xiechuang Data reached 35,000, an increase of 19.23% from the previous period, while the average circulating shares per person decreased by 15.75% to 9,830 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's various ETFs, with notable changes in their holdings compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Xiechuang Data has seen a stock price increase of 5.07%, reaching 196.49 yuan per share, with a trading volume of 1.561 billion yuan and a turnover rate of 2.37%, resulting in a total market capitalization of 68.009 billion yuan [1] - Xiechuang Data Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 18, 2005, with its listing date on July 27, 2020. The company specializes in the research, production, and sales of IoT smart terminals and data storage devices in the consumer electronics sector [1] - The revenue composition of Xiechuang Data includes: data storage devices at 37.11%, intelligent computing products and services at 24.69%, IoT smart terminals at 17.70%, server and peripheral remanufacturing at 16.88%, and other categories at 3.62% [1] Group 2 - From the perspective of major fund holdings, one fund under Anxin Fund has a significant position in Xiechuang Data. The Anxin CSI 500 Index Enhanced A (005965) held 2,300 shares in the third quarter, accounting for 2.55% of the fund's net value, making it the second-largest holding [2] - The Anxin CSI 500 Index Enhanced A (005965) was established on November 29, 2018, with a latest scale of 10.7686 million. Year-to-date returns are 5.03%, ranking 2460 out of 5520 in its category; the one-year return is 43.68%, ranking 1985 out of 4203; and since inception, the return is 142.46% [2]

（文章来源：证券日报） 证券日报网讯 1月12日，协创数据发布公告称，控股股东协创智慧科技有限公司将其所持公司11500000 股股份质押给中信银行深圳分行。 ...

证券代码：300857 证券简称： 协创数据 公告编号：2026-003 协创数据技术股份有限公司 2．股东股份累计质押情况 截至本公告披露日，协创智慧及其一致行动人所持质押股份情况 关于控股股东部分股份质押的公告 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。 协创数据技术股份有限公司（以下简称"公司"）近日接到公司 控股股东协创智慧科技有限公司(以下简称"协创智慧"）的通知， 获悉协创智慧将其所持有的公司部分股份与中信银行股份有限公司 深圳分行(以下简称"中信银行深圳分行")办理了股份质押业务，现 将有关情况公告如下: 一、股东股份质押基本情况 注：上述质押股份不存在负担重大资产重组等业绩补偿义务。 股东 名称 是否为 控股股 东或第 一大股 东及其 一致行 动人 本次质押数 量（股） 占其所 持股份 比例 （%） 占公司 总股本 比例 （%） 是否为限 售股（如 是，注明限 售类型） 是否为 补充质 押 质押起 始日 质押到 期日 质权 人 质押 用途 协创 智慧 是 11,500,000 16.36 3.32 否 否 2026 年 1 月 9 日 20 ...

Core Viewpoint - The company emphasizes the importance of talent development and has established a comprehensive human resource management system to support long-term growth [1] Group 1: Talent Development - The company has been actively recruiting talent and enhancing internal training programs to build a talent pipeline [1] - A competitive compensation structure and incentive policies have been implemented to improve employee cohesion and market competitiveness [1]

每经AI快讯，有投资者在投资者互动平台提问：贵公司的电子后视镜已经有车型使用吗？ （记者 张明双） 协创数据（300857.SZ）1月9日在投资者互动平台表示，公司电子后视镜相关产品目前通过终端客户的 渠道已实现市场化应用，覆盖日常行车辅助等需求。 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

（文章来源：证券日报） 证券日报网讯 1月8日，协创数据发布公告称，公司近日接到公司控股股东协创智慧科技有限公司（简 称"协创智慧"）的通知，获悉协创智慧将其所持有的公司部分股份办理了股份质押、解除质押业务，本 次质押数量为6，250，000股，本次解除质押数量为6，000，000股。 ...

证券代码：300857 证券简称： 协创数据 公告编号：2026-002 协创数据技术股份有限公司 关于控股股东部分股份质押 及解除质押的公告 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。 协创数据技术股份有限公司（以下简称"公司"）近日接到公司 控股股东协创智慧科技有限公司(以下简称"协创智慧"）的通知， 获悉协创智慧将其所持有的公司部分股份办理了股份质押、解除质押 业务，现将有关情况公告如下: 一、股东股份质押基本情况 | 是否为 | 控股股 | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 占其所 | 占公司 | 是否为限 | 东或第 | 是否为 | 股东 | 本次质押数 | 持股份 | 总股本 | 售股（如 | 质押起 | 质押到 | 质权 | 质押 | | | | | | | 一大股 | 补充质 ...

Group 1 - The A-share market is experiencing fluctuations, with a notable rise in semiconductor equipment and materials, as well as strong performance in AI infrastructure sectors such as computing power, storage, and PCB [1] - The largest AI ETF in the Shanghai market, AI ETF (515070), saw its holdings, including Guangxun Technology, rise over 3%, while other stocks like Zhongji Xuchuang, Lankai Technology, and Xiechuang Data also increased [1] - Huolong Securities believes that the market is in a "slow bull" phase, with potential for upward breakthroughs due to ongoing supportive fiscal and monetary policies, as well as improving economic fundamentals [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, basic resources, and applications in the AI sector, representing the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology, among others [1] - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [1]