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4月21日晚间公告 | 平治信息、中贝通信双双公布算力订单;海光信息一季度净利润增逾75%

Buybacks, Increases, and Equity Transfers - Junxin Co. plans to repurchase shares worth 200 million to 300 million RMB, with a maximum repurchase price of 30.57 RMB per share [1] - China Communications Construction Company intends to repurchase shares worth 500 million to 1 billion RMB; the controlling shareholder plans to increase holdings by 250 million to 500 million RMB [2] - China Communications Design's wholly-owned subsidiary plans to increase holdings by 150 million to 300 million RMB [3] - Anpeilong has preliminarily set the transfer price for its inquiry at 70.89 RMB per share [3] - Deyang Co. plans to repurchase shares worth 100 million to 200 million RMB, with a maximum repurchase price of 130 RMB per share [4] External Investments and Daily Operations - Pingzhi Information has won a GPU computing power construction project worth 246 million RMB [5] - Zhongbei Communication signed a "Computing Power Service Contract" with Beijing Wanjie Data Technology Co., with a contract amount of 440 million RMB for a service period of 4 years [5] - Fengli Intelligent has signed a strategic cooperation agreement with Yingboer to empower each other in fields such as new energy vehicles, joint modules, engineering machinery, eVTOL, and intelligent manufacturing [5] - Zhouming Technology plans to invest 600 million RMB to build a Micro and Mini LED display and lighting production base project [6] Performance Changes - Haiguang Information reported a net profit of 506 million RMB in Q1 2025, a year-on-year increase of 75.33%, driven by high R&D investment in general computing and AI computing markets [7] - Yalian Machinery reported a net profit of 57.6 million RMB in Q1, a year-on-year increase of 1088.67%, due to a high number of acceptance projects and recognition of government subsidies [8] - Dajin Heavy Industry reported a net profit of 231 million RMB in Q1, a year-on-year increase of 335.91%, attributed to a significant increase in overseas offshore project deliveries [8] - Xiantan Co. reported a net profit of 48.02 million RMB in Q1, a year-on-year increase of 583.83% [9] - Bubugao reported a net profit of 119 million RMB in Q1, a year-on-year increase of 488.44%, due to debt restructuring gains and improved operational efficiency [9] - Jinfatech reported a net profit of 247 million RMB in Q1, a year-on-year increase of 138.20% [10] - Miaokelando reported a net profit of 82.4 million RMB in Q1, a year-on-year increase of 114.88% [11] - Weilan Lithium reported a net profit of 142 million RMB in Q1, a year-on-year increase of 100.56% [12] - Xindong Link reported a net profit of 44.4 million RMB in Q1, turning profitable year-on-year [13] - Huazheng New Materials reported a net profit of 18.4 million RMB in Q1, turning profitable year-on-year [14]