市值蒸发近52亿元 海南华铁算力大单终止“余波”

Core Viewpoint - The termination of a significant 3.69 billion yuan computing power contract has led to a sharp decline in Hainan Huatie's stock price, raising concerns about the company's future and prompting increased share purchases by major shareholders amid an ongoing investigation by the China Securities Regulatory Commission (CSRC) [1][5][8]. Group 1: Stock Price Impact - Following the termination of the computing power contract, Hainan Huatie's stock price has experienced a continuous decline, with a total drop of 26.76% over seven trading days, resulting in a market value loss of nearly 5.2 billion yuan [2][3]. - The stock price fell to 7.09 yuan per share by October 17, with a total market capitalization of 14.16 billion yuan, down from the closing value on September 30 [2][3]. Group 2: Shareholder Actions - Hainan Huatie's general manager, Hu Danfeng, announced a plan to purchase between 30 million and 50 million yuan worth of shares, reversing a previous plan to sell shares [2][3]. - Major shareholders, including Hainan Haikong Industrial Investment Co. and Hainan Financial Holdings Co., have also announced plans to increase their holdings, with a total of up to 350 million yuan in purchase intentions [3][4]. Group 3: Regulatory Investigation - The CSRC has initiated an investigation into Hainan Huatie for suspected violations of information disclosure laws, which has been linked to the termination of the computing power contract [5][8]. - The investigation raises questions about the lack of progress on the contract over nearly seven months and the company's decision to terminate the agreement [6][8]. Group 4: Contract Background - In March, Hainan Huatie announced a 36.9 billion yuan computing power service agreement with a subsidiary, which was expected to generate approximately 700 million yuan in annual revenue [6][7]. - The contract was terminated on September 30, with Hainan Huatie stating that no purchase orders had been received since the agreement was signed [2][6].