Group 1 - The 2025 Cloud Habitat Conference will be held from September 24 to 26 in Hangzhou, focusing on AI, cloud computing, and industrial applications, with over 110 sessions planned [2] - The demand for AIDC-related equipment in China is expected to significantly increase, with annual growth rates projected to exceed 40% for the next two to three years [4] - Major companies benefiting from the AIDC demand include Data Port, which serves major internet companies, and Zhongheng Electric, which provides data center products to leading firms [4] Group 2 - The 2025 Huawei HiSilicon Innovation Conference will take place on September 24-25 in Shanghai, with over 700 expected attendees [5] - Huawei HiSilicon is recognized as a leading semiconductor design company, particularly in 5G communication and AI chip sectors [5] - The conference is anticipated to enhance information transparency regarding chips, potentially creating new investment opportunities in the Huawei supply chain [7]

来源：新浪基金∞工作室 从数据港十大流通股东角度 9月22日，数据港涨5.36%，截至发稿，报37.17元/股，成交14.30亿元，换手率5.50%，总市值267.02亿 元。 数据显示，华夏基金旗下1只基金位居数据港十大流通股东。华夏中证1000ETF（159845）二季度增持 85.73万股，持有股数234.85万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约443.87万元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 截至发稿，赵宗庭累计任职时间8年161天，现任基金资产总规模3891.48亿元，任职期间最佳基金回报 117.09%， 任职期间最差基金回报-32.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形 ...

证券代码：603881 证券简称：数据港 公告编号：2025-035 号 二、 取消议案的情况说明 1、 取消议案名称 | 序号 | 议案名称 | | --- | --- | | 1 | 审议《关于拟注册发行债务融资工具的议案》 | 上海数据港股份有限公司关于 2025年第一次临时股东大会取消部分议案的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 股东大会有关情况 1、 股东大会的类型和届次 2025年第一次临时股东大会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 603881 | 数据港 | 2025/9/17 | 2、 取消议案原因 经研究，公司拟进一步整体统筹公司融资方案，同意取消原定拟于公司 2025 年第一次临时股东大会审议的《关于拟注册发行债务融资工具的议案》，暂缓上 会表决。 三、 除了上述取消议案外，于2025 年 8 月 15 日公告的原股东大会通知事项不 变。 — 1 — 2、 股东大会召开日期： 2025 年 ...

上海数据港股份有限公司 2025 年第一次临时股东大会会议资料 二Ｏ二五年九月二十四日 | 2025 年第一次临时股东大会须知 | 3 | | | --- | --- | --- | | 2025 | 年第一次临时股东大会现场表决办法 5 | | | 审议事项 | | 6 | | 议案一：审议《公司 | 2025 年中期利润分配方案的议案》 | 6 | 上海数据港股份有限公司 2025 年第一次临时股东大会会议议程 会议召开时间：2025 年 9 月 24 日（星期三）下午 14:00 会议方式：本次会议采用现场投票和网络投票相结合的表决方式。社会公众 股股东可以在交易时间内通过上海证券交易所的交易系统或互联网投票平台行 使表决权。 会议召开地点：上海市静安区江场三路 238 号一楼会议室。 网络投票时间：2025 年 9 月 24 日（星期三），通过交易系统投票平台的投 票时间为股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， 13:00-15:00；通过互联网投票平台（网址：vote.sseinfo.com）的投票时间为 股东大会召开当日的 9:15-15:00。 一、宣读大会 ...

Group 1 - The stock price of Data Port fell by 5.14% to 35.46 CNY per share, with a trading volume of 3.836 billion CNY and a turnover rate of 14.22%, resulting in a total market capitalization of 25.474 billion CNY [1] - Data Port, established on November 18, 2009, and listed on February 8, 2017, primarily engages in data center server hosting services and network bandwidth services, with 99.31% of its revenue coming from IDC services and 0.69% from IDC solutions [1] Group 2 - Among the top ten circulating shareholders of Data Port, a fund under Southern Fund increased its holdings in the Southern CSI 1000 ETF (512100) by 1.3024 million shares in the second quarter, bringing the total to 3.9841 million shares, which accounts for 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion CNY, with a year-to-date return of 28.17% and a one-year return of 72.87% [2] - The fund manager, Cui Lei, has been in charge for 6 years and 317 days, with a total fund asset size of 94.976 billion CNY and a best return of 143.21% during the tenure [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 656000E | 线上线下 | 82.00 | 18.98% | 19.19万 | 15.40 乙 | | 002148 | 北纬科技 | 11.42 | 10.02% | 94.77万 | 10.42亿 | | 600289 | ST信通 | 6.26 | 5.03% | - 10.77万 | 6486.85万 | | 603881 | 数据港 | 37.38 | 4.71% | 96.61万 | 35.40亿 | | 301380 | 挖金客 | 39.96 | 3.18% | 4.75万 | 1.89亿 | | 603559 | ST通脉 | 9.04 | 2.15% | 1.48万 | 1332.02万 | | 300738 | 奥飞数据 | 23.14 | 2.03% | 87.92万 | 20.24亿 | | 301382 | 蜂助手 | 38.30 | 1.40% | 18.56万 | 7.12亿 | | 600050 | 中国联通 ...

金信量化精选混合A（002862）基金经理为谭佳俊。 截至发稿，谭佳俊累计任职时间334天，现任基金资产总规模8.11亿元，任职期间最佳基金回报 44.13%， 任职期间最差基金回报7.26%。 9月17日，数据港涨5.32%，截至发稿，报37.60元/股，成交29.18亿元，换手率11.14%，总市值270.11亿 元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 从基金十大重仓股角度 数据显示，金信基金旗下1只基金重仓数据港。金信量化精选混合A（002862）二季度减持1600股，持 有股数6万股，占基金净值比例为3.72%，位居第九大重仓股。根据测算，今日浮盈赚取约11.4万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模2560.01万。今年以来收益49.55%， 同类排名915/8172；近一年收益106.43%，同类排名405/7980；成立以 ...

Market Overview - The Shanghai Composite Index rose by 1.52%, the ChiNext Index increased by 2.10%, and the CSI 300 Index went up by 1.38% during the week of September 8-12. The computer (Shenwan) index surged by 3.37%, outperforming the Shanghai Composite Index by 1.85 percentage points, the ChiNext Index by 1.27 percentage points, and the CSI 300 Index by 1.99 percentage points, ranking 8th among all industries [1][2]. Company Insights - Oracle announced a significant partnership with OpenAI, signing a large computing power contract. For the first fiscal quarter of 2026, Oracle reported revenue of $14.93 billion, a year-on-year increase of 12%, and a non-GAAP net profit of $4.3 billion, up 8% year-on-year. The company's remaining performance obligations (RPO) reached $455 billion, growing over four times year-on-year and more than three times quarter-on-quarter [3]. - NVIDIA launched the Rubin CPX, a dedicated GPU designed to double the efficiency of AI inference operations, particularly for applications requiring long context windows. The performance of the Rubin rack with the CPX chip can exceed the current flagship rack by up to 6.5 times when processing large context windows [4]. Investment Recommendations - Companies to focus on in the computing power sector include Huafeng Technology, Shenling Environment, Cambrian, Haiguang Information, and Anbotong. In the AIDC sector, recommended companies are Kehua Data, Yunsai Zhili, Hongxin Electronics, Runjian Shares, Runze Technology, and Data Port. For AI applications, companies such as Kingsoft Office, iFlytek, Dingjie Smart, Hand Information, Zhuoyi Information, and Puyuan Information are suggested [5].

上海数据港股份有限公司 2025 年第一次临时股东大会会议资料 二Ｏ二五年九月二十四日 | 2025 年第一次临时股东大会会议议程 | 2 | | | --- | --- | --- | | 2025 年第一次临时股东大会须知 | 3 | | | 2025 年第一次临时股东大会现场表决办法 | 5 | | | 审议事项 | | 6 | | 议案一：审议《关于拟注册发行债务融资工具的议案》 | | 6 | | 议案二：审议《公司 2025 | 年中期利润分配方案的议案》 | 8 | 上海数据港股份有限公司 2025 年第一次临时股东大会会议议程 会议召开时间：2025 年 9 月 24 日（星期三）下午 14:00 会议方式：本次会议采用现场投票和网络投票相结合的表决方式。社会公众 股股东可以在交易时间内通过上海证券交易所的交易系统或互联网投票平台行 使表决权。 会议召开地点：上海市静安区江场三路 238 号一楼会议室。 网络投票时间：2025 年 9 月 24 日（星期三），通过交易系统投票平台的投 票时间为股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30， 13:00-15:00； ...

Group 1 - The report highlights the growth of certain industrial park companies, such as Zhangjiang Hi-Tech, which has shifted towards equity investment, resulting in significant profit increases [2] - The National Data Bureau plans to deploy data industry clusters by 2025, aiming to optimize the national data industry layout and accelerate the formation of an industrial ecosystem [2] - A total of 63 pilot projects covering 13 cities and 22 industries have been announced, focusing on exploring data circulation mechanisms [2] Group 2 - Key industrial park operators reported net profit increases: Zhangjiang Hi-Tech up 38.6%, Suzhou High-tech up 23.2%, and Shanghai Lingang up 8.4% [3] - New business models and land development have contributed to revenue growth for companies like Zhongxin Group, which saw revenue rise from 1.511 billion to 2.104 billion yuan [3] - Some companies, such as Electronic City and Huaxia Happiness, faced significant challenges, including a 144% increase in financial expenses for Donghu High-tech [3] Group 3 - Over half of the companies reported year-on-year growth in investment income, with Zhangjiang Hi-Tech's investment income rising by 336.75% to 326 million yuan [4] - Companies in the data center sector, including Ruize Technology and WanGuo Data, experienced an average revenue growth of 10.5%, with WanGuo Data's total revenue reaching 5.623 billion yuan, up 12.2% [4] - The data center sector is becoming a growth area, with companies like ProLogis and East China New Yi expanding their operations [4] Group 4 - JD Property is developing a smart computing data center project with a construction area of 140,000 square meters, supporting regional digital industry development [5] - Two public REITs focused on data centers were launched, both experiencing a 30% increase on their first trading day, indicating strong market interest [5] - The demand for computing power and data storage is increasing due to advancements in AI, making data centers a crucial part of the AI industry ecosystem [5]