证券代码：002335 证券简称：科华数据 公告编号：2025-080 科华数据股份有限公司 关于2025年前三季度计提资产减值准备的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告中的虚 假记载、误导性陈述或重大遗漏承担责任。 一、本次计提资产减值准备情况概述 为了真实、准确、客观的反映科华数据股份有限公司（以下简称"公司"）截 至 2025 年 9 月 30 日的财务状况及经营成果，根据《企业会计准则》、《深圳证 券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》及公司会计政 策相关规定，本着谨慎性原则，公司对合并报表范围内的各类资产进行了全面清查 和减值测试，对存在减值迹象的相关资产计提相应的减值损失测试后，公司 2025 年 前三季度计提的资产减值准备合计17,263.62万元。具体情况如下： 单位：万元 | 项目 | 报告期计提减值准备金额 | | --- | --- | | 一、信用减值损失 | 5,953.60 | | 应收账款坏账准备 | 5,955.16 | | 其他应收款坏账准备 | 55.98 | | 应收票据坏账准备 | -32.01 | | 长期应收 ...

证券代码：002335 证券简称：科华数据 公告编号： 2025-082 科华数据股份有限公司 第九届监事会第十四次会议决议公告 本公司及其监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、 误导性陈述或者重大遗漏。 科华数据股份有限公司（以下简称 "科华数据"或"公司"）第九届监事 会第十四次会议通知已于2025年10月17日以邮件方式送达全体监事。本次会议于 2025年10月30日下午在公司会议室召开。本次会议应到监事3人，实到监事3人。 会议的内容以及召集、召开的方式、程序均符合《公司法》和《公司章程》的规 定。会议由公司监事会主席黄劲松先生召集并主持。 与会监事经过充分的讨论，审议通过以下决议： 一、以同意票3票，反对票0票，弃权票0票，审议通过《关于公司2025年第 三季度报告的议案》。 1、公司2025年第三季度报告编制和审议的程序符合法律、法规、《公司章 程》和公司内部管理制度的规定；2、2025年第三季度报告的内容和格式符合中 国证券监督管理委员会和深圳证券交易所的各项规定，所包含的信息能真实地反 映出公司2025年前三季度的经营管理情况和财务状况；3、在提出本意见前，未 发现参与20 ...

证券代码：002335 证券简称：科华数据 公告编号：2025-081 科华数据股份有限公司 第九届董事会第二十六次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告中的 虚假记载、误导性陈述或重大遗漏承担责任。 一、以同意票7票，反对票0票，弃权票0票，审议通过了《关于公司2025年第 三季度报告的议案》。 公司全体董事、监事、高级管理人员保证公司2025年第三季度报告所载资料 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 和完整性签署了负个别及连带责任的书面确认意见。 详细内容见本公告日刊登于中国证监会指定信息披露媒体及巨潮资讯网 （http://www.cninfo.com.cn）上的《科华数据股份有限公司2025年第三季度报告》。 特此公告。 科华数据股份有限公司 董 事 会 2025年10月31日 科华数据股份有限公司（以下简称"科华数据"或"公司"）第九届董事会 第二十六次会议通知已于2025年10月17日以邮件方式送达全体董事。本次会议于 2025年10月30日上午10:00以现场与通讯相结合的方式召开并表决。本次会议应到 董事7人，实到董事7 ...

2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 科华数据股份有限公司 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 科华数据股份有限公司 2025 年第三季度报告 证券代码：002335 证券简称：科华数据 公告编号：2025-079 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 1,973,006,134.27 | 18.65% | 5,705,701,354.35 | 5.79% | | 归属于上市公司股东 | 100,960,357.52 | 711.41% | 344,499,766.09 | 44.71% | | 的净利润（元） | | | | | | 归属于 ...

Group 1 - A-shares indices declined on October 30, with the ChiNext index dropping over 1%, led by sectors such as telecommunications, media, and electronics [1] - New Yi Sheng reported a Q3 2025 revenue of 16.505 billion yuan, a year-on-year increase of 221.70%, and a net profit of 6.327 billion yuan, up 284.38% year-on-year [1] - The Q3 revenue showed a quarter-on-quarter decline of 4.97%, while net profit increased by 0.63% quarter-on-quarter, attributed to the impact of major customer delivery schedules and material shortages [1] Group 2 - Dongxing Securities noted that the "14th Five-Year Plan" draft suggests a shift in national investment towards efficient development of communication and computing networks, indicating continued expansion in related markets [2] - The cloud computing 50 ETF tracks an index with a high AI computing content, covering popular concepts such as optical modules, computing leasing, and data centers [2]

Core Viewpoint - The market showed a mixed performance with the Shanghai Composite Index surpassing 4000 points and significant gains in various sectors, while overall net capital outflow was observed in the market [1] Group 1: Market Performance - The Shanghai Composite Index rose above 4000 points, and the ChiNext Index increased by nearly 3%, while the North China 50 Index surged over 8% [1] - Most industry sectors experienced gains, particularly in energy metals, photovoltaic equipment, non-ferrous metals, and multi-financial sectors [1] Group 2: Capital Flow - A total of 13 industries saw net capital inflow, with notable inflows in electric power equipment (94.41 billion), banking (15.56 billion), and non-ferrous metals (11.74 billion) [1] - The automotive, non-bank financial, and computer sectors also experienced net inflows exceeding 4 billion [1] - Conversely, 18 industries faced net capital outflows, with the telecommunications sector leading with an outflow of 41.63 billion [1] Group 3: Individual Stock Performance - Six stocks recorded net inflows exceeding 10 billion, with Shanzi Gaoke leading at 20.2 billion, driven by a 132.03% year-on-year increase in net profit [2] - Yangguang Electric Power saw a net inflow of 14.65 billion, benefiting from a rise in energy metals and battery sectors [3] Group 4: Strategic Developments - The "14th Five-Year Plan" emphasizes the development of emerging pillar industries, accelerating the growth of new energy and new materials, and systematically laying out research for all-solid-state batteries [4]

Group 1 - A-shares indices rose, with the Shanghai Composite Index surpassing 4000 points, led by sectors such as electric equipment, non-ferrous metals, and coal, while banking and food & beverage sectors lagged [1] - Concept sectors like photovoltaic inverters, rare metals, and new energy vehicles remained active in the afternoon trading session [1] - Nvidia's CEO announced significant technological breakthroughs in 6G, AI, quantum computing, and robotics, with plans to ship 20 million graphics processors and a projected business scale of $500 billion over the next six quarters [1] Group 2 - Tianfeng Securities highlighted the resilience of the overseas computing power industry chain, unaffected by DeepSeek and trade frictions, and remains optimistic about investment opportunities in the AI sector and AIDC industry chain [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as data centers and AI servers, and is noted for its low fee structure [2]

Summary of Key Points Core Viewpoint - On October 29, KWH Data executed a block trade of 163,100 shares at a transaction price of 50.67 CNY, which represents an 11.66% discount compared to the market closing price of 57.36 CNY [1]. Group 1: Transaction Details - The total transaction amount for the block trade was 8.2643 million CNY, accounting for 0.3% of the total trading volume on that day [1]. - The buyer of the shares was Debon Securities Co., Ltd., while the seller was Kaiyuan Securities Co., Ltd. [2].

Group 1 - The A-share market's energy storage sector is experiencing significant growth, with notable stock price increases for several companies [1] - HaiBo SiChuang's stock rose over 13%, followed by AiLuo Energy with over 9%, and KeLu Electronics with over 7% [2] - The growth is driven by policy support and increasing global demand for grid stability equipment and AI-driven data center power supply systems [1] Group 2 - The battery industry, along with solar energy and electric vehicles, is a core component of China's industrial growth strategy [1] - The total market capitalization of HaiBo SiChuang is 50.6 billion, while AiLuo Energy stands at 12.2 billion [2] - Year-to-date, KeLu Electronics has seen a remarkable increase of 105.52% in its stock price [2]

Core Viewpoint - KWH Data's stock price has shown significant volatility, with a year-to-date increase of 99.27%, but recent declines in the short term raise concerns about market sentiment and trading activity [2]. Group 1: Stock Performance - As of October 29, KWH Data's stock price was 57.43 CNY per share, with a market capitalization of 29.6 billion CNY [1]. - The stock has experienced a decline of 7.85% over the last five trading days and 24.50% over the last 20 days, while it has increased by 34.50% over the last 60 days [2]. Group 2: Trading Activity - KWH Data has appeared on the trading leaderboard seven times this year, with the most recent instance on October 27, where it recorded a net buy of -471 million CNY [2]. - The trading volume on October 27 included total purchases of 402 million CNY, accounting for 9.69% of total trading volume, and total sales of 873 million CNY, accounting for 21.05% [2]. Group 3: Financial Performance - For the first half of 2025, KWH Data reported revenue of 3.733 billion CNY, reflecting a year-on-year growth of 0.06%, and a net profit attributable to shareholders of 244 million CNY, which is a 7.94% increase [3]. Group 4: Shareholder Information - As of October 20, KWH Data had 59,000 shareholders, an increase of 1.72% from the previous period, with an average of 7,706 circulating shares per shareholder, a decrease of 1.69% [3]. - The company has distributed a total of 1.385 billion CNY in dividends since its A-share listing, with 130 million CNY distributed in the last three years [4]. Group 5: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 3.7254 million shares, and new entrants such as Southern CSI 1000 ETF [4].