证券代码：601669 股票简称：中国电建 公告编号：临 2025-034 中国电力建设股份有限公司 2025 年 1 月至 5 月主要经营情况公告 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。 现将中国电力建设股份有限公司2025年1月至5月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 2408 | 3012.48 | 4.44% | | 水电 | 488 | 653.87 | 60.66% | | 其中：抽水蓄能 | 238 | 256.51 | 4.63% | | 风电 | 531 | 1018.01 | 67.33% | | 太阳能发电 | 482 | 854.81 | -32.61% | | 火电 | 224 | 146.99 | -62.28% | | 新型储能 | 65 | 107.50 | / | | 其他 | 618 | 231.30 | / | | ...

报告导读： 风险提示：行业竞争加剧，宏观环境疲软，海外市场开拓受阻等 公司概要：伟仕佳杰是亚太地区重要的科技产品渠道开发与技术方案集成服务商。服务网络高度覆盖一 带一路区域，透过 50000 家渠道伙伴，服务 19 亿人群。公司是华为、新华三、阿里、腾讯、曙光、联 想、惠普、戴尔、微软、苹果等 300 多家世界 500 强科技企业，在亚太地区最重要的合作伙伴。业务覆 盖云计算/大数据、人工智能、数据存储、数据分析、基础建设、网络安全、方案交付、移动互联、游 戏娱乐、物联应用、可穿戴设备及虚拟现实产品等十二大领域，在云生态建设、IT 运维服务、供应链 金融、信创产业等拓展出全新版图，为全链路伙伴提供高效、持续、多元的商业生态闭环。财务数据： 2015 年 -2024 年收入 /扣 非 归 母 净 利 CAGR 分 别 为7.7%/9.9%。1Q25 年公司营业收入同比增长 16- 17%，毛利同比增长 20-21%，1Q25 年公司归属于股东净利同比增长 28-29%，我们预计或受益于海外 分销业务结构优化及国产品牌市占率持续提升。 逻辑 1：传统主业收益 AI 浪潮。佳杰云星 AI 算力管理与调度平台、AI ...

2025 年 6 月 20 日 分析师点评 市场数据 行业研究 【互联网传媒】美股 AI+云安全催化不断，AI 推理需求驱动网络安全蓬勃发展——美 股云计算行业跟踪报告（二）(买入) CrowdStrike 等传统龙头凭借持续的技术迭代强化竞争优势，而 Cloudflare、Rubrik、 Zscaler 凭借云原生+AI 原生架构实现增速领跑。建议重点关注具备 AI+云安全产品落 地能力的厂商，以把握企业数字化转型过程中网络安全领域的增量需求。推荐 CrowdStrike，建议关注 Rubrik、Cloudflare、Zscaler。 【建材】国内低轨星座建设加速，钙钛矿或成为降本突破口——低轨卫星行业研究系 列之一(增持) 我国政策高度重视商业航天产业建设，国内"星网"、"千帆"等星座计划已开始批 量发射卫星，低轨卫星发展节奏有望显著提速。与国际先进水平相比，我国商业航天 降本亟待突破，其中钙钛矿有望成为低轨卫星能源系统的降本突破口。上海港湾前瞻 性布局卫星领域以及钙钛矿相关业务，凭借先进的技术与可靠的产品，公司能源系统 产品已助力 15 颗卫星成功发射，40 余套卫星电源系统及太阳帆板与结构机构在轨稳 ...

Company Overview - Xiamen Shiding Sports Industry Co., Ltd. has been established with a registered capital of 3.137878 million RMB [1][2] - The legal representative of the company is Chen Hua [2] - The company is classified under the cultural, sports, and entertainment industry, specifically in the sports sector [2] Shareholding Structure - The shareholding structure consists of three main shareholders: - Xiamen Ziyi Enterprise Management Co., Ltd. holds 49% of the shares - Xiamen Cejuan Enterprise Management Co., Ltd. holds 41% of the shares - Xiamen Baixiang Chuang Management Consulting Co., Ltd. holds 10% of the shares [1] Business Scope - The business scope includes a wide range of activities such as: - Sports guarantee organization - Retail and wholesale of sports goods and equipment - Sports venue management (excluding high-risk sports) - Sports event organization and planning - Information technology consulting and services - Software development and artificial intelligence application software development - Cloud computing technology services and big data services [1]

①固态电池+无人机+可控核聚变+稀土永磁+国企改革！这家公司固态电池用正极材料已实现百公斤级样 品供货；②云计算+军工+区块链+机器人+AI智能体+华为鸿蒙+国资云！这家公司已为军工领域的部分科 研院所提供服务；③创新药+减肥药！公司上半年净利润同比最高预增超3倍。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...

Summary of Key Points Core Viewpoint - The announcement reveals that Yonyou Network Technology Co., Ltd. has won the bid for the database procurement project of Hunan Construction Investment Group, with a final bid amount of 1,390,000.00 yuan [1]. Procurement Project Details - The procurement project is titled "Hunan Construction Investment Group Database Procurement Project" with a budget of 1,500,000.00 yuan [1]. - The competitive negotiation for the procurement project concluded on June 17, 2025 [1]. Bidder Information - Yonyou Network Technology Co., Ltd. was awarded the contract with a score of 91.22, while the second and third bidders, Zhongshu Online (Beijing) Information Technology Co., Ltd. and Zhongke Yunji (Beijing) Information Technology Co., Ltd., scored 81.46 and 70.5 respectively [1]. - The final bid amounts were 1,390,000.00 yuan for Yonyou, 1,420,000.00 yuan for Zhongshu Online, and 1,410,000.00 yuan for Zhongke Yunji [1]. Contact Information - The procurement project contact is Zou Chunbiao, with a phone number provided for inquiries [3]. - The procurement agency is Hunan Provincial Tendering Co., Ltd., located in Changsha, Hunan [3].

Company Overview - Jiangsu Zongyi Co., Ltd. is focused on three core business segments: information technology, new energy, and equity investment, aiming for sustainable development through quality improvement and external expansion [6][20]. Meeting Details - The 2024 Annual General Meeting is scheduled for June 27, 2025, with both on-site and online voting options available [2][5]. - The meeting will include a series of agenda items such as the announcement of attending shareholders, review of meeting proposals, and voting results [5][6]. Business Performance - The company has been actively exploring opportunities in the new energy sector through mergers and acquisitions, particularly in the photovoltaic power generation field [6][15]. - The information technology segment includes chip design and application, mobile gaming, and IT services, with a focus on integrated circuits and smart card businesses [6][7]. Subsidiary Developments - Tianyi Integrated, a subsidiary, is transitioning its business model in response to the decline in cash and card payment demands, focusing on hearing aid chip production [7][8]. - Nanjing Tianyue, another subsidiary, is developing hearing aid chips with a focus on the mid-to-low-end market, aiming to increase market share through strategic partnerships [8][21]. Market Trends - The global hearing aid market is expected to grow significantly, with China's market projected to reach 8.07 billion RMB by 2025, driven by increased awareness and government subsidies [20][21]. - The integrated circuit industry is undergoing transformation due to supply chain challenges and technological advancements, with a focus on embedded chips and security products [22][23]. Financial Performance - The financial performance of subsidiaries varies, with some facing challenges due to market competition and economic conditions, while others are achieving stable growth [11][18]. - Jiangsu Zongyi's investment in subsidiaries like Xinju Environmental is aimed at enhancing operational efficiency and expanding into the environmental protection sector [27][29]. Industry Outlook - The renewable energy sector, particularly solar energy, is experiencing rapid growth, with China's photovoltaic capacity expected to exceed 1,889 GW by the end of 2024 [26]. - The smart card industry is evolving with increased competition and technological advancements, presenting new opportunities for growth [24][25].

Core Viewpoint - The stock of GCL-Poly Energy Holdings Limited (固德威688390) is currently experiencing a bearish trend, having broken through short-term support levels, indicating a cautious approach for short-term investors [1][2][3] Group 1: Stock Performance - The stock has a comprehensive score of 52.01, indicating a strong performance [1] - The stock's current price is 40.40 CNY, with a 5-day average cost of 40.93 CNY and a 20-day average cost of 41.84 CNY [1] - Over the past year, the stock has hit the upper limit once and has not hit the lower limit [1] Group 2: Capital Flow Analysis - On June 19, 2025, the net outflow of main funds was 37.4952 million CNY, accounting for 20% of the total trading volume [2][3] - Large orders saw a net outflow of 20.3576 million CNY, while retail investors experienced a net inflow of 4.0291 million CNY [2][3] Group 3: Financial Data - The latest financial report indicates an earnings per share of -0.12 CNY and an operating profit of -0.10 million CNY [2] - The net profit reported is -10,695,376.18 CNY, with a sales gross margin of 19.411% [2][3] Group 4: Industry Context - Related sectors such as photovoltaic equipment, cloud computing, IoT, and smart home technologies have seen declines of -1.76%, -1.85%, -1.69%, and -1.41% respectively [2][3]

Group 1 - The stock of Hongquan Wulian (688288) has a comprehensive score of 38.39, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 27.69 yuan, with a 5-day main cost of 28.38 yuan, a 20-day main cost of 29.64 yuan, and a 60-day main cost of 32.36 yuan [1] - Over the past year, the stock has hit the upper limit twice and has not hit the lower limit [1] Group 2 - The short-term resistance level is at 29.39 yuan, while the short-term support level is at 28.28 yuan [2] - If the stock price breaks below the short-term support level, it is advisable to observe the market; if it breaks below the mid-term support level, the willingness of main funds to buy is weak, and observation is also recommended [2] - On June 19, 2025, the net outflow of main funds was 14.6011 million yuan, accounting for -24% of the total transaction amount [2] Group 3 - Related industry sectors such as computer equipment, artificial intelligence, cloud computing, and big data experienced declines of -2.66%, -1.78%, -1.85%, and -1.94% respectively [2]

智通财经APP获悉，大摩的追踪数据显示，App Store 年初至今净收入同比增长 12.5%，超出该行对第二 季度的预测 150 个基点，并相当于服务业务超预期 40 个基点。大摩将2025年全球云资本支出预测上调 至4060亿美元（同比增长43%），较1个月前预测提升4个百分点（新增140亿美元）。增长由甲骨文 (ORCL.US)和阿里巴巴的上调驱动。 最后数据还显示，笔记本电脑ODM的订单交付量显示第二季度出货量略有上行空间，但第三季度展望 较为疲软。 甲骨文对 2026 财年资本支出的上调以及阿里巴巴此前被低估的资本支出共识修正，推动了整体云资本 支出的增长。这不仅反映出云计算领域持续的扩张态势，也显示出行业巨头在战略布局上的积极投入， 进一步巩固和拓展其在云计算市场的份额与影响力。 在个人电脑领域，数据呈现出较为复杂的局面。一方面，笔记本电脑ODM的最新订单交付量显示出第 二季度个人电脑出货量略有上行空间;但另一方面，2025 年下半年的需求存在高度不确定性，第三季度 展望较为疲软。具体来看，第三季度笔记本电脑出货量较预测低 10%，而初始的第三季度笔记本电脑 原始设计制造商订单交付量低于正常季节性 ...