Workflow
Sharetronic(300857)
icon
Search documents
协创数据:接受南方基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-12-17 09:31
(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 ...
协创数据:再加码90亿采购服务器,积极拓展光模块光芯片赛道
在巩固云算力核心优势的同时,协创数据精准切入算力产业链关键环节,与光为科技、光加科技签署 《战略合作框架协议》,开启光芯片与光模块领域的技术合作与市场拓展。据了解,光为科技专注于光 芯片及光模块的研发生产,光加科技则在高端光芯片及光模块领域具备深厚积累,而协创数据强大的自 动化生产能力与算力产业基础,将与两家企业形成优势互补。 12月17日,云算力服务领域龙头企业协创数据(300857)接连释放重磅消息,不仅公告拟斥资不超过90 亿元采购服务器以强化云算力服务能力,更宣布与光为科技、光加科技达成战略协作,正式进军光芯片 与光模块核心赛道,构建多维度算力产业生态。 作为英伟达认证合作伙伴(NCP),协创数据在算力资源获取与组网能力上具备天然优势,此次大额采购 是其算力布局的又一重要落子。公告显示,本次采购的服务器将全部用于为客户提供云算力服务,而此 前公司及控股子公司奥佳今年以来已累计公告投入超200亿元采购服务器。持续加码下,公司算力基础 设施规模快速扩张,2025年第三季度固定资产已近62亿元,较去年同期的7亿余元实现跨越式增长,为 云算力业务高速增长筑牢根基。 依托与互联网云厂的深度绑定,协创数据已在国内 ...
协创数据:2026年AI算力行业预计将呈现三大发展趋势
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。 ...
协创数据(300857) - 2025年12月16日投资者关系活动记录表
2025-12-17 06:06
2、公司的智能应用如何落地到银行柜台等服务场景,提 升工作人员效率? 您好,公司杭州团队专门打造连锁门店场景的算力解决方 案,采用"摄像头 + 后台数据"的 AI 管理模式;已在烘焙、 餐饮、服装、零售等多个行业广泛应用。针对银行柜台等服务 场景,该方案可实现 24 小时不间断监控管理,基于不同场景 的实际需求通过公司的算法中台灵活自定义检测模型进行配 置,核心覆盖服务响应及时性、人员着装规范、操作合规性等 关键维度。同时,方案可输出服务场景效率监测报告和门店重 点事项预警,其次方案中的 AI 培训板块可帮助员工明确绩效 短板、激发工作成就感,最终实现服务质量与效率的双重提升。 3、公司港股上市的目前进度如何? 您好,公司于 2025 年 10 月 22 日递交 A1 表,10 月 24 日 递交中证监国际司。目前国际司排队企业较多,根据公开信息 显示,当前排队企业 269 家,公司相关工作正在积极有序推进 中,具体进度以公司公告为准。 4、AI 智能眼镜的量产进度如何?在供应链、客户合作及 市场推广方面有哪些具体进展? 您好,目前 Dreamworld AI(融梦 AI)的新款人工智能眼 镜正在按照原定计划 ...
90亿!协创数据再启大规模服务器采购,云算力服务加速布局
Sou Hu Cai Jing· 2025-12-17 05:11
除本次公告外,协创数据其他公开信息显示,今年3月、5月、8月及10月,公司已多次披露服务器采购计划,累计涉及的合同金额上限达122亿元。 (市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。) 来源:市场资讯 对于为何未公布交易对手的具体信息,协创数据在公告中说明,此举是考虑到商业秘密保护和长期战略发展,避免因信息披露而引发违约风险或不当竞争, 以维护公司及投资者利益。该采购事项已通过公司于12月15日召开的董事会会议审议。 协创数据于12月16日晚间发布公告,计划进行一项大规模的服务器采购。根据公告内容,公司将委托多家供应商,以预计不超过90亿元人民币的总金额,购 入服务器设备。公告中明确,此次采购的主要目的在于增强其云算力服务能力,以便为客户提供相应支持。 ...
协创数据:拟斥资不超90亿采购服务器,用于提供云算力服务
Bei Ke Cai Jing· 2025-12-17 03:57
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。 ...
12月17日重要公告一览
Xi Niu Cai Jing· 2025-12-17 02:32
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]
【公告精选】4连板百大集团、2连板航天信息、2连板航天电子最新公告
Xin Lang Cai Jing· 2025-12-17 01:50
12月16日上市公司公告精选: 【热点】 4连板百大集团:公司股票价格短期涨幅较大,存在后续下跌风险。 【业绩】 中国太保:前11月太平洋人寿保险公司保费收入同比增长9.4%。 【增减持】 【合同中标】 【重大投资】 2连板航天信息:公司目前主营业务不涉及商业航天。 2连板航天电子:公司股票存在市场情绪过热的情形。 航天工程:公司主营业务不涉及商业航天。 星环科技:目前日常经营情况正常,不存在未披露重大信息。 品茗科技:目前生产经营正常,不存在未披露重大事项。 天普股份:公司股价累计涨幅较大,已累积巨大交易风险。 航天长峰:目前公司不从事商业航天等相关业务。 华塑股份:股东拟合计减持不超2%公司股份。 孚能科技:股东计划减持不超过2%公司股份。 【回购】 行动教育:拟以2000万元—2500万元回购股份。 诺瓦星云:拟以7500万元—1.5亿元回购股份。 中国西电:子公司中标合计10.05亿元南方电网项目。 保利联合(维权):全资子公司下属控股子公司中标15.28亿元项目。 中科电气:拟约70亿元投建年产30万吨锂离子电池负极材料一体化项目。 沃尔核材:拟不超15亿元投资扩建水口产业园项目。 协创数据:拟不超 ...
预计不超90亿元!协创数据拟斥资采购服务器 年内已披露数笔大额服务器采购公告
Mei Ri Jing Ji Xin Wen· 2025-12-16 21:57
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 ...
每天三分钟公告很轻松|周三停牌!300486,筹划重大资产重组;嘉美包装:控股股东拟变更为逐越鸿智 17日起复牌
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]