（记者 王瀚黎） 每经AI快讯，协创数据发布公告称，2025年12月16日下午14:00-16:30，协创数据接受南方基金等投资者 调研，公司副总经理陈礼平；副总经理、董事会秘书甘杏参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——"太空快递"来了？全国首个民营飞船成功"上天"！背后公司创始人：正积 极开发"中型货运飞船"低成本产品 ...

Core Insights - Company announced plans to invest up to 9 billion yuan in server procurement to enhance cloud computing service capabilities [1] - Strategic collaboration established with Guangwei Technology and Guangjia Technology to enter the optical chip and module market [2] - Company is positioned as a certified partner of NVIDIA, providing a competitive edge in resource acquisition and networking capabilities [1] Group 1: Investment and Growth - The server procurement will be entirely dedicated to providing cloud computing services, with over 20 billion yuan already invested in server purchases this year [1] - Fixed assets reached nearly 6.2 billion yuan by Q3 2025, a significant increase from over 700 million yuan in the same period last year [1] - The company is expanding its infrastructure rapidly to support the high growth of cloud computing business [1] Group 2: Strategic Partnerships - Collaboration with Guangwei Technology and Guangjia Technology focuses on technology cooperation and market expansion in the optical chip and module sectors [2] - The partnership aims to leverage the strengths of each company, with Guangwei specializing in optical chip production and Guangjia in high-end optical modules [2] - The demand for AI computing is driving the expansion of the optical module market, with significant growth expected between 2026 and 2027 [2] Group 3: Future Outlook - The company is set to benefit from the increasing demand for AI computing, supported by ongoing rental orders and multi-track strategies [2] - A loan of up to 500 million yuan will be secured from the controlling shareholder to support operational development and project implementation [2] - The strategic moves indicate a shift from AIoT to becoming a core player in computing infrastructure [2]

人民财讯12月17日电，协创数据（300857）12月16日在机构调研中表示，2026年AI算力行业预计将呈 现三大发展趋势：一是以芯片级异构集成和存算一体化为代表的基础硬件创新持续突破性能与能效瓶 颈；二是从中心化超算向云边端协同的分布式算力网络演进，实现高效灵活的资源配置；三是伴随大模 型应用落地，行业焦点从单一算力规模转向软硬件协同优化与绿色低碳算力的规模化部署，推动AI基 础设施向高效、普惠和可持续方向加速演进。 ...

Group 1: Company Overview and Core Competencies - The company submitted its H-share listing application to the Hong Kong Stock Exchange on October 22, 2025, positioning itself as the second-largest domestic solid-state drive (SSD) manufacturer and the second-largest consumer-grade smart camera manufacturer in China [1] - The company primarily operates under the JDM (Joint Development Manufacturing) and ODM (Original Design Manufacturing) models, establishing long-term partnerships with notable tech firms such as Lenovo, Anker Innovations, and Xiaomi [1] Group 2: AI Solutions and Applications - The company has developed an AI management solution for retail environments, utilizing a "camera + backend data" model, which has been implemented across various industries including baking, dining, and retail [2] - The AI solution for bank counters enables 24/7 monitoring and management, enhancing service response times and compliance with operational standards [2] Group 3: Financial Performance and Growth - In the first half of 2025, the AI-related business generated approximately CNY 1.221 billion, reflecting a year-on-year growth of 100%, while the server and peripheral remanufacturing business achieved revenues of CNY 835 million, up 119.49% [3] - The company aims to maintain a three-pronged global strategy focusing on computing infrastructure, cloud services, and intelligent terminals to drive growth and efficiency [3] Group 4: International Expansion and Production Capacity - The company has made significant progress in its overseas expansion, with smart factories in the U.S. implementing remote monitoring and management, and operations in the Philippines showing growth [3] - Future plans include optimizing overseas production capacity to leverage labor cost advantages and expand into Southeast Asia and global markets [3] Group 5: Industry Trends and Future Outlook - The AI computing industry is expected to see three major trends in 2026: hardware innovations focusing on performance and energy efficiency, the evolution of distributed computing networks, and a shift towards sustainable and efficient AI infrastructure [4]

Group 1 - The company plans to conduct a large-scale server procurement, with a total expected amount not exceeding 9 billion RMB [1] - The main purpose of this procurement is to enhance the company's cloud computing service capabilities to better support its clients [1] - The procurement has been approved by the company's board meeting held on December 15 [3] Group 2 - The company has chosen not to disclose specific information about the trading partners to protect commercial secrets and long-term strategic development [3] - This decision aims to avoid risks of breach of contract or unfair competition, thereby safeguarding the interests of the company and its investors [3] - The company has previously announced multiple server procurement plans throughout the year, with a cumulative contract amount limit reaching 12.2 billion RMB [3]

新京报贝壳财经讯12月16日，协创数据（300857）发布公告称，公司拟向多家供应商采购服务器，并签 署相关采购合同，采购合同总金额预计不超过90亿元，公司购买服务器主要用于为客户提供云算力服 务。此次交易不构成重大资产重组，亦不构成关联交易。公司已通过第四届董事会第九次会议审议通过 该议案，尚需提交股东会审议。交易对手方信息因商业秘密及战略发展考虑不予披露。 ...

Group 1 - Wolong Nuclear Material plans to invest no more than 1.5 billion yuan to expand the Shuikou Industrial Park project in Huizhou, Guangdong, focusing on high-performance communication cables and polymer foam materials [1] - Xiechuang Data intends to procure servers from multiple suppliers with a total contract amount not exceeding 9 billion yuan, primarily for cloud computing services [2] - Shen Shenfang A has appointed Chen Ming as the new chairman, replacing Tang Xiaoping, following a shareholder meeting [3] Group 2 - Zhongneng Electric and its subsidiaries have won multiple projects with a total contract value of approximately 423 million yuan [4] - Qiaoyin Co. has been pre-awarded a project for integrated urban sanitation in Zheng'an County, with a contract value of 1.225 billion yuan over 25 years [5] - Gansu Energy Chemical's subsidiary has won a construction project worth 359 million yuan [7] Group 3 - Vatti Co. has proposed a mid-term profit distribution plan for 2025, with a cash dividend of 1 yuan per 10 shares, totaling 83.1064 million yuan [6] - Zhongtai Automobile has received a bank credit line of 500 million yuan to alleviate short-term financial pressure [8] - Haiyou New Materials plans to invest approximately 300 million yuan in a special polymer film production project in Chengdu [10] Group 4 - Shenzhou Aerospace has clarified that it does not engage in commercial aerospace activities [11] - Shen Si Electronics, as the leading unit of a consortium, has won a project worth 199 million yuan [12] - Cai Xun Co. plans to invest 5 million yuan in a venture capital fund focused on a humanoid robotics company [13] Group 5 - Lishang Guochao's controlling shareholder plans to increase its stake by 1% to 2% through the stock exchange [14] - Nova Star Cloud intends to repurchase shares worth between 75 million and 150 million yuan [15] - Shanghai Jiubai plans to jointly invest in a new company with its controlling shareholder and another entity, with a registered capital of 860 million yuan [16] Group 6 - Dazhu CNC has received approval from the China Securities Regulatory Commission for issuing H-shares [17] - Yuyuan Co. plans to sell 100% equity and debt of Ningbo Xingjian for 150 million yuan [18] - Ningbo Color Master plans to reduce the holdings of some directors and executives by up to 1.29% [19][20] Group 7 - Xiechuang Data has signed a strategic cooperation framework agreement with Guangwei Technology and Guangjia Technology to enter the optical chip and module industry [21] - Jiamei Packaging's controlling shareholder is set to change, with a significant share transfer agreement in place [22] - AVIC Chengfei plans to invest approximately 422 million yuan in an aerospace equipment assembly base project [23] Group 8 - ST Lingnan has received a criminal judgment related to bid-rigging, with penalties imposed [24] - Langjin Technology has received a notice of administrative penalty from the Shandong Securities Regulatory Bureau for failing to disclose related party transactions [25] - Dongjie Intelligent is planning to acquire controlling interest in Aobo Intelligent, leading to a stock suspension [26][27] Group 9 - United Precision plans to acquire 51% of Mite Aviation for 194 million yuan, enhancing its presence in the aerospace defense sector [28] - Hualing Cable intends to acquire 70% of San Zhu Technology for 183 million yuan, aiming to integrate cable and connector technologies [29] - Lianhua Holdings' subsidiary plans to purchase 4,000 accelerator cards for 200 million yuan to enhance its smart computing business [30] Group 10 - Sanliu Ling has clarified that there is no financial fraud situation within the company [31] - Jiaojian Co. has reported that its controlling shareholder's shares have been judicially frozen due to debt risks [32] - Zhongke Electric plans to invest approximately 7 billion yuan in a lithium-ion battery anode material project [33][34] Group 11 - Langhong Technology's shareholder Liu Wei plans to reduce his stake by up to 2% [35] - Huashu Co. shareholders plan to reduce their holdings by up to 2% [36] - Qinglong Pipe Industry has signed a procurement contract for pipes worth 294 million yuan [37]

Highlights - Baida Group has experienced a significant short-term stock price increase, indicating potential risks of subsequent declines [1][5] Performance - China Pacific Insurance reported a 9.4% year-on-year increase in premium income for Pacific Life Insurance in the first 11 months [13] Shareholding Changes - Hu塑股份 plans to reduce its shareholding by no more than 2% [14] - Funeng Technology intends to reduce its shareholding by no more than 2% [15] Share Buybacks - Action Education plans to repurchase shares worth between 20 million to 25 million [16] - Nova Star Cloud intends to repurchase shares worth between 75 million to 150 million [17] Contract Wins - China XD Electric's subsidiary won a project worth 1.005 billion for the Southern Power Grid [18] - Poly Union's wholly-owned subsidiary won a project worth 1.528 billion [19] Major Investments - Zhongke Electric plans to invest approximately 7 billion to build an integrated project for producing 300,000 tons of lithium-ion battery anode materials annually [20] -沃尔核材 plans to invest no more than 1.5 billion to expand the Shuikou Industrial Park [21] - Xiechuang Data intends to procure servers worth no more than 9 billion to provide cloud computing services for clients [22] Other News - Jiayuan Technology's chairman has lifted the order for investigation [23] - Jiangte Electric plans to cancel the mining rights for lithium-containing ceramic stone in the Lion Ridge mining area [24] - Haili Biological's subsidiary has obtained a registration certificate for its products in Indonesia [25] Overseas Listings - Meg Intelligent has received approval from the China Securities Regulatory Commission for issuing overseas listed foreign shares (H shares) [3] - Dazhu CNC has also received approval for issuing overseas listed shares (H shares) [4][26]

权威精选 12月16日，协创数据公告称，公司根据经营发展需要，拟向多家供应商采购服务器，并签署相关采购合 同，采购合同总金额预计不超过90亿元。公告显示，协创数据此次购买服务器主要用于为客户提供云算 力服务，根据相关规定，此次交易不构成重大资产重组，亦不构成关联交易。 据公告，上述交易的议案已由协创数据于12月15日召开的第四届董事会第九次会议全票同意审议通过， 但尚需提交公司股东会审议，公司将于2026年1月5日召开2026年第一次临时股东会审议相关议案。需要 指出的是，公司称，本次购买资产的预计额度系预估金额，实际交易情况可能存在差异，具体交易金额 以最终签署的协议为准，存在一定的不确定性。 三季度末现金及现金等价物约14亿元 协创数据公告显示，本次交易金额占公司最近一期经审计净资产的 50%以上，亦达到了公司最近一期 经审计总资产的50%以上，本议案需提交股东会审议。该项交易目前不存在其他需要履行的审批程序， 亦不存在重大法律障碍。 协创数据公告称，本次交易因出于商业秘密及战略发展的考虑，按照规则披露交易对手方信息将导致违 约或可能引致不当竞争，损害公司及投资者利益，因此公司根据相关规定对本次交易对方的 ...

Group 1 - Dongjie Intelligent is planning a major asset restructuring and will suspend trading from December 17, 2025, as it aims to acquire controlling stakes in Aobo (Beijing) Intelligent Technology Co., Ltd. through a share issuance and cash payment [2] - Jiamei Packaging's controlling shareholder is set to change to Zhuyue Hongzhi, with trading resuming on December 17, 2025, after signing a share transfer agreement involving 279 million shares, representing 29.9% of the total share capital, at a price of 4.45 yuan per share, totaling 1.243 billion yuan [3][4] - After the completion of the equity change, the controlling shareholder will be Zhuyue Hongzhi, and the actual controller will be Yu Hao [5] Group 2 - Several companies, including Shanghai Port Group, have undergone leadership changes, with new appointments made for board chairman positions [7][8] - Dongfang Zhizao is planning to transfer approximately 14.33% of its shares, which may lead to a change in control, and its stock has been suspended since December 15, 2025 [10] - Zhonghang Chengfei is planning to invest approximately 422 million yuan in a space equipment assembly base project, which is crucial for the production of aerospace equipment [11] Group 3 - Zhongke Electric is set to invest approximately 7 billion yuan in a lithium-ion battery anode material project in Sichuan, with the first phase aiming for an annual production capacity of 200,000 tons [12] - Woler Nuclear Materials plans to invest up to 1.5 billion yuan in expanding its production base in Guangdong and Vietnam, focusing on new facilities and equipment [13] - China General Nuclear Power has commenced construction on the Ningde Unit 6, utilizing the Hualong One nuclear technology with a capacity of 1210 MW [14] Group 4 - The company Jiayuan Technology has received a notice of lifting the investigation order against its chairman, indicating normal operations [17] - Huayou Cobalt has signed a binding memorandum with a well-known international client for the supply of 79,600 tons of ternary precursor products, which is expected to positively impact future performance [17] - Tianfulong plans to increase its investment in its wholly-owned subsidiary by 580 million yuan to enhance its capital structure [18]