证券代码：301396 证券简称：宏景科技 公告编号：2025-080 为进一步加强与投资者的互动交流，宏景科技股份有限公司（以下简称"公 司"）将参加由广东证监局、广东上市公司协会联合举办的"2025 广东上市公司 投资者关系管理月"活动，现将相关事项公告如下： 本次投资者网上集体接待日活动将采用网络远程的方式举行，投资者可登录 "全景路演"网站（https://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五）15:30-17:00。 届时公司高级管理人员等有关负责人将在线就公司 2025 年半年度业绩、公 司治理、发展战略等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 宏景科技股份有限公司董事会 2025 年 9 月 17 日 宏景科技股份有限公司 关于参加 2025 年广东上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 ...

Investment Rating - The report maintains a "Buy" rating for the power equipment sector [7][18]. Core Insights - The demand for overseas computing power has exceeded expectations, leading to a significant acceleration in the domestic ecosystem [5][6]. - The AI computing infrastructure is experiencing a dual resonance of supply and demand, with the liquid cooling server industry poised for a clear breakout point [15][16]. - Major cloud service providers are expected to invest heavily in liquid cooling technology due to the advanced process of the new generation of chips [5][15]. - The domestic AI industry chain is becoming increasingly competitive, with significant fundraising efforts by leading companies to enhance their capabilities [6][16]. Summary by Sections Investment Viewpoints - The report highlights strong AI beta resonance across various companies, from established overseas firms to domestic players [17]. - The power generation sector is identified as a logical area for growth, with specific recommendations for companies such as KOTAI Power and AIDC leasing firm Hongjing Technology [7][17]. Industry Dynamics - The report notes that the global capital expenditure for data center infrastructure is projected to reach $3-4 trillion over the next five years [15]. - Oracle's latest financial report anticipates a 77% surge in cloud infrastructure revenue, indicating robust market demand [5][15]. - The report also discusses the recent approval of large-scale fundraising by domestic AI companies, which is expected to enhance their competitive edge [6][16]. Key Companies and Earnings Forecast - The report provides a detailed earnings forecast for several companies in the power equipment sector, including: - KOTAI Power (Buy) - Yingweike (Buy) - Macromit (Buy) - Shunling Environment (Buy) - Hewei Electric (Buy) [10][20][19].

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].

Core Viewpoint - The article discusses the recent surge in A-share computing power concept stocks, driven by significant capital expenditures from major domestic companies and the rapid development of AI technology, indicating a potential turning point for the data center sector [2][4][9]. Group 1: Market Movements - Afternoon trading saw notable movements in computing power concept stocks, with Data Port and Ronglian Technology hitting the daily limit, while Yitian Intelligent and Huichen shares also saw significant increases [2][6]. - By the end of trading, Yitian Intelligent rose by 11.02%, Ronglian Technology reached the daily limit, and Huichen shares increased by 7%, with several other stocks also showing gains of over 5% [6]. Group 2: Capital Expenditure Insights - Market rumors suggest that a major company's substantial capital expenditure guidance (up to 2030) is a key factor behind the stock price increases of related companies [4]. - In Q2 of this year, Tencent and Alibaba reported capital expenditure growth of 119% and 220%, respectively, with Alibaba investing over 100 billion yuan in AI infrastructure and products over the past four quarters, aiming for a total of 380 billion yuan in capital expenditures over three years [4]. Group 3: Industry Trends - Analysts believe that the data center sector is on the verge of a breakout, similar to the previous surge in the liquid cooling sector, with AI technology reshaping the industry landscape [6][9]. - The AI cloud market in China is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the sector [7]. Group 4: Future Outlook - Tianfeng Securities indicates that AI development is driving upgrades in data centers, with increasing power demands and larger-scale deployments expected [9]. - The capital expenditure (CAPEX) of major overseas cloud providers like Microsoft, Amazon, Google, and Meta is showing strong growth, with projected compound annual growth rates (CAGR) of 33.74% to 26.13% from 2021 to 2024 [9]. - Domestic internet giants are also ramping up AI investments, with Tencent's capital expenditure expected to reach 96.05 billion yuan in 2024, reflecting a year-on-year growth of 102.6% [9]. Group 5: Regulatory Environment - The introduction of IDC industry policies is expected to support healthy and orderly development in the sector, with initiatives like "East Data West Calculation" providing clear directions for the scaling and intensive development of data centers [10].

广发科技创新混合A（008638）基金经理为吴远怡。 9月15日，宏景科技涨5%，截至发稿，报78.75元/股，成交8.36亿元，换手率14.80%，总市值120.90亿 元。宏景科技股价已经连续3天上涨，区间累计涨幅10.25%。 资料显示，宏景科技股份有限公司位于广东省广州市黄埔区映日路111号，成立日期1997年3月7日，上 市日期2022年11月11日，公司主营业务涉及面向政府机关、事业单位、企业等客户,在智慧民生、城市 综合管理、智慧园区三大领域提供包括智慧医疗、智慧教育、智慧社区、智慧楼宇、智慧政务、智慧园 区等智慧城市解决方案。主营业务收入构成为：算力服务91.28%，智慧城市业务8.72%。 从宏景科技十大流通股东角度 数据显示，广发基金旗下1只基金位居宏景科技十大流通股东。广发科技创新混合A（008638）二季度 新进十大流通股东，持有股数255.79万股，占流通股的比例为3.36%。根据测算，今日浮盈赚取约 959.21万元。连续3天上涨期间浮盈赚取1782.85万元。 广发科技创新混合A（008638）成立日期2019年12月25日，最新规模26.57亿。今年以来收益51.91%， 同类 ...

北京市中伦（广州）律师事务所 关于宏景科技股份有限公司 2025 年第四次临时股东会之 广东省广州市天河区珠江新城华夏路 10 号富力中心 23 楼整层及 31 楼 01、04 单元 邮编：510623 23/F, Units 01 & 04 of 31/F, R&F Center, 10 Huaxia Road, Zhujiang New Town, Tianhe District Guangzhou, Guangdong 510623, P. R. China 电话/Tel : +86 20 2826 1688 传真/Fax : +86 20 2826 1666 www.zhonglun.com 北京市中伦（广州）律师事务所 关于宏景科技股份有限公司 2025 年第四次临时股东会之法律意见书 致：宏景科技股份有限公司 北京市中伦（广州）律师事务所（以下简称"本所"）受宏景科技股份有限 公司（以下简称"公司"）委托，指派程俊鸽律师、张梦麟律师（以下简称"本 所律师"）出席公司 2025 年第四次临时股东会（以下简称"本次股东会"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华 人 ...

1、本次股东会没有出现否决议案的情况； 2、本次会议不涉及变更以往股东会已通过的决议的情况。 证券代码：301396 证券简称：宏景科技 公告编号：2025-079 宏景科技股份有限公司 2025 年第四次临时股东会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 一、会议召开及出席情况 （一）会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025年9月12日（星期五）15:00 （2）网络投票时间：2025年9月12日。其中，通过深圳证券交易所交易系统 进行网络投票的具体时间为：2025年9月12日上午9:15-9:25、9:30-11:30，下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025年9 月12日9:15-15:00期间的任意时间。 2、会议召开地点：广州市黄埔区映日路111号8楼会议室 3、会议召开方式：本次股东会采用现场投票与网络投票相结合的方式 4、会议召集人：公司董事会 5、会议主持人：董事长欧阳华 6、本次会议的召集、召开符合《公司法》《证券法》《深圳证券交易所创 业板股票上 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名标 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300212 | 易华录 | 1 | 12.91 | 178亿 | 5.77 | | 000070 | 特发信息 | 1 | 10.02 | 104亿 | 100.52 | | 002335 | 科学数据 | 1 | 10.01 | 356亿 | 139.33 | | 002929 | 润建股份 | 1 | 9.99 | 149亿 | 56.31 | | 688228 | 开普云 | 1 | 8.65 | 103亿 | 244.61 | | 300344 | ST立方 | | 7.07 | 35.94亿 | 25.84 | | 603019 | 中科曙光 | 1 | 6.94 | 1441亿 | 36.76 | | 603881 | 数据港 | 1 | 6.23 | 257亿 | 90.13 | | 002642 | 荣联科技 | 1 | 5.98 | 70.33亿 | 48.67 | | 301171 | 易点天下 ...

证券之星消息，9月11日医疗信息化板块较上一交易日上涨2.45%，杰创智能领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。医疗信息化板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301248 | 杰创智能 | 29.80 | 11.28% | 35.36万 | 10.71亿 | | 002261 | 拓维信息 | 37.25 | 5.91% | 157.75万 | 57.54 Z | | 600850 | 电科数字 | 28.65 | 5.88% | 27.99万 | 7.956 | | 300730 | 科创信息 | 19.27 | 5.70% | - 26.65万 | 5.00亿 | | 301396 | 宏景科技 | 74.64 | 5.65% | 17.10万 | 12.60亿 | | 600588 | 用友网络 | 15.37 | 5.64% | 144.45万 | 21.73亿 | | 300166 | ...

Group 1 - The core viewpoint of the news is that Hongjing Technology's stock has experienced a decline of 5.03%, with a current price of 67.62 yuan per share and a total market capitalization of 10.381 billion yuan [1] - Hongjing Technology, established on March 7, 1997, and listed on November 11, 2022, focuses on providing smart city solutions in three main areas: smart healthcare, smart education, and smart community management [1] - The company's revenue composition shows that computing power services account for 91.28% of its income, while smart city business contributes 8.72% [1] Group 2 - Yongying Fund's digital economy mixed fund (018122) has increased its holdings in Hongjing Technology by 1.8504 million shares, now holding a total of 2.7098 million shares, representing 3.56% of the circulating shares [2] - The fund has reported a floating loss of approximately 9.7009 million yuan as of the current day [2] - The fund was established on April 10, 2023, with a current size of 235 million yuan, achieving a year-to-date return of 49.07% and a one-year return of 136.98% [2] Group 3 - The fund manager of Yongying Digital Economy Mixed Fund is Wang Wenlong, who has been in the position for 2 years and 154 days [3] - The total asset size of the fund is 2.1 billion yuan, with the best return during Wang's tenure being 34.72% and the worst being -6.65% [3] Group 4 - Yongying Digital Economy Mixed Fund has Hongjing Technology as its fourth-largest holding, with 8.13% of the fund's net value allocated to this stock [4] - The fund has also reported a floating loss of approximately 9.7009 million yuan related to its investment in Hongjing Technology [4]