Core Viewpoint - The emerging business model of computing power leasing allows companies to acquire necessary computing power without the burden of building expensive facilities, providing a cost-effective solution for small and medium-sized enterprises in the context of the booming AI industry [1] Industry Overview - National policies are continuously supporting the computing power leasing industry, with initiatives like the "East Data West Computing" project and encouragement for internet platforms to assist SMEs in expanding overseas [2] - The computing power leasing sector is experiencing rapid growth, attracting major players such as Alibaba Group and Yunsai Zhiliang, with various strategies including self-built data centers, hardware agency, and customized services for specific industries [2] Market Activity - In August, Jinkai New Energy announced a contract worth 69.12 million yuan for computing power leasing services, marking a significant order in the sector [3] - Hainan Huatie signed a strategic cooperation agreement with Haima Cloud for a total rental amount of 1 billion yuan for GPU computing resources [3] Investment Trends - Xiechuang Data has made substantial investments in computing power leasing, planning to purchase servers worth 3 billion yuan in March and 4 billion yuan in May, totaling over 8 billion yuan in a few months [4] - In August, Xiechuang Data announced another procurement plan not exceeding 1.2 billion yuan for servers to enhance its computing power leasing services [5] Market Growth Projections - The computing power leasing market is expected to exceed 100 billion yuan by 2025, with potential revenue reaching 260 billion yuan by 2026, growing at an annual rate of over 20% [6] Company Performance - Several companies in the computing power leasing sector reported positive half-year results, with all four listed companies disclosing net profit growth [7] - Shuguang Information achieved a net profit of 731 million yuan in the first half of 2025, a year-on-year increase of 29.89% [7] - Hongbo Co. is expected to turn a profit due to the successful completion of its computing power project [7] Future Outlook - The computing power leasing industry is anticipated to maintain a high growth trajectory, supported by ongoing policy incentives and advancements in chip technology and cloud computing [7]

Group 1 - The core point of the article is that Xichuang Data announced the approval of multiple proposals, including the asset purchase proposal, during the third meeting of its fourth board of directors [2] Group 2 - The announcement was made on the evening of August 15 [2] - The board's decision reflects the company's strategic direction and potential growth opportunities through asset acquisition [2] - The specific details of the asset purchase and its implications for the company's financial performance were not disclosed in the announcement [2]

Group 1 - The core point of the article is that Xichuang Data announced an organizational restructuring to enhance operational efficiency and align with its business development and strategic layout needs [2] Group 2 - The restructuring aims to optimize management processes within the company [2] - The announcement was made on the evening of August 15 [2]

Group 1 - The company plans to purchase servers from multiple suppliers with a total contract amount not exceeding 1.2 billion yuan, primarily to provide computing power leasing services for clients [1] - The company is focused on building a comprehensive intelligent computing power ecosystem and deepening its cloud service business, which is expected to significantly enhance its profitability [1] - The company has invested 3 billion yuan and 4 billion yuan in server procurement this year and has increased capital for its wholly-owned subsidiary, further strengthening its competitiveness in intelligent computing power services [1] Group 2 - The company is seizing the explosive growth opportunities in artificial intelligence to enhance its AI intelligent computing power cloud service competitiveness [2] - In the first half of 2025, the company achieved operating revenue of 4.944 billion yuan, a year-on-year increase of 38.18%, and a net profit attributable to shareholders of 457 million yuan, a year-on-year increase of 27.68% [2] - The company has signed cooperation agreements with several domestic internet companies and is actively promoting the construction of an international innovation acceleration platform for artificial intelligence [2] Group 3 - The company has authorized the initiation of preparations for overseas share issuance and listing on the Hong Kong Stock Exchange to expand its international strategy and enhance overseas financing capabilities [3] - The company continues to increase investments in cloud computing, smart stores, e-commerce SaaS, and server remanufacturing, with traditional business orders showing a sustained growth trend [3]

Group 1 - The company, Xiechuang Data (300857.SZ), announced plans to purchase servers from multiple suppliers, with a total procurement amount expected to not exceed RMB 1.2 billion [1] - Of the total procurement amount, RMB 298 million has already been approved by the company's general manager's office, with an anticipated additional procurement amount of no more than RMB 902 million [1] - The servers will primarily be used to provide computing power leasing services to clients [1] Group 2 - The transaction does not constitute a major asset restructuring or a related party transaction according to the relevant regulations, including the "Measures for the Administration of Major Asset Restructuring of Listed Companies" and the "Shenzhen Stock Exchange GEM Stock Listing Rules" [1]

Group 1 - The company, X, plans to purchase servers from multiple suppliers with a total procurement amount not exceeding RMB 1.2 billion [1] - Out of the total, RMB 298 million has already been approved by the company's general manager's office, with an expected additional procurement amount of no more than RMB 902 million [1] - The servers will primarily be used to provide computing power leasing services to customers [1]

Group 1 - The company, Xichuang Data (300857.SZ), announced plans to purchase servers from multiple suppliers, with a total procurement amount expected to not exceed RMB 1.2 billion [1] - Of the total procurement amount, RMB 298 million has already been approved by the company's general manager's office, with an anticipated additional procurement amount of no more than RMB 902 million [1] - The servers will primarily be used to provide computing power leasing services to customers [1]

2024年1至12月份，协创数据的营业收入构成为：计算机和通信和其他电子设备制造业占比100.0%。 （文章来源：每日经济新闻） 协创数据（SZ 300857，收盘价：89.24元）8月15日晚间发布公告称，公司第四届第三次董事会会议于 2025年8月15日以通讯表决方式召开。会议审议了《关于调整公司组织结构的议案》等文件。 ...

Group 1: Financial Performance - Dongfang Caifu reported a total revenue of 6.856 billion yuan for the first half of 2025, representing a year-on-year growth of 38.65% [1] - The net profit attributable to shareholders for Dongfang Caifu was 5.567 billion yuan, showing a year-on-year increase of 37.27% [1] - Shengyi Electronics achieved a net profit of 531 million yuan for the first half of 2025, marking a significant year-on-year growth of 452% [10] Group 2: Corporate Actions - Xie Chuang Data plans to purchase servers for a total amount not exceeding 1.2 billion yuan, with 298 million yuan already approved [2] - Shutaishen's major shareholder, Xiang Tang Group, intends to reduce its stake by up to 2%, equating to a maximum of 477,770 shares [3] - Kewah Holdings announced that its controlling shareholder is planning to transfer shares, leading to a temporary suspension of trading [5] Group 3: Market Developments - Jintian Co. reported that its copper products accounted for less than 2% of sales in the computing power sector, with cooling products making up less than 1% [4] - Oulutong clarified that it has not signed contracts with any overseas cloud vendors, countering misinformation about its market activities [6] - Guanshi Technology stated that it does not engage in the manufacturing of electron beam lithography equipment, focusing instead on photomask production [7][8] Group 4: Investment Plans - Shengyi Electronics plans to invest approximately 1.9 billion yuan in a smart manufacturing project for high-layer computing circuit boards, with a focus on high-end market demands [9]

协创数据技术股份有限公司 章 程 二〇二五年八月 | 目 录 | | --- | | 第一章 | 总 则 2 | | --- | --- | | 第二章 | 经营宗旨和范围 3 | | 第三章 | 股份 4 | | 第一节 | 股份发行 4 | | 第二节 | 股份增减和回购 5 | | 第三节 | 股份转让 6 | | 第四章 | 股东和股东会 7 | | 第一节 | 股东的一般规定 7 | | 第二节 | 控股股东和实际控制人 10 | | 第三节 | 股东会的一般规定 11 | | 第四节 | 股东会的召集 15 | | 第五节 | 股东会的提案与通知 177 | | 第六节 | 股东会的召开 18 | | 第七节 | 股东会的表决和决议 211 | | 第五章 | 董事和董事会 25 | | 第一节 | 董事的一般规定 25 | | 第二节 | 董事会 28 | | 第三节 | 独立董事 33 | | 第四节 | 董事会专门委员会 356 | | 第六章 | 高级管理人员 37 | | 第七章 | 财务会计制度、利润分配和审计 40 | | 第一节 | 财务会计制度 40 | | 第二节 | 内部审计 ...