Core Viewpoint - The company is extending the validity period of its resolution for a private placement of A-shares to specific investors, indicating ongoing efforts to secure funding for various projects [2][3][5]. Group 1: Issuance Details - The company plans to issue A-shares to no more than 35 specific investors, including various financial institutions and qualified investors [3]. - The issuance price will be set at no less than 80% of the average trading price of the company's A-shares over the 20 trading days prior to the pricing date [4]. - The total amount of funds raised from this issuance will not exceed 15 billion yuan, with net proceeds allocated to several key projects and working capital [5][6]. Group 2: Project Allocation - The funds will be used for multiple projects, including: - Hami "Solar (Thermal) Storage" integrated green electricity demonstration project with an investment of 8.082 billion yuan, using 3 billion yuan from the raised funds [6]. - Gansu Qingyang "East Data West Computing" integrated smart zero-carbon data industry park project with an investment of 4.181 billion yuan, using 1.5 billion yuan from the raised funds [6]. - Zhejiang Thermal Power Construction project with an investment of 6.112 billion yuan, using 3 billion yuan from the raised funds [6]. - Hubei Yingcheng 300MW compressed air energy storage demonstration project with an investment of 1.837 billion yuan, using 500 million yuan from the raised funds [6]. - Uzbekistan Bash and Zankeldi wind power projects with an investment of 6.768 billion yuan, using 2.5 billion yuan from the raised funds [6]. - Supplementing working capital with 4.5 billion yuan [6]. Group 3: Shareholding Structure - As of the date of the fundraising prospectus, the total number of shares is approximately 41.69 billion, with China Energy Construction Group holding 45.06% of the shares, making it the controlling shareholder [7]. - The issuance will not change the company's control structure, as the controlling shareholder remains the same before and after the issuance [7].

本报讯 （记者金婉霞）为贯彻落实中国证监会《上市公司监管指引第10号——市值管理》、上海市国资委《关于加强我市 国有控股上市公司市值管理工作的若干意见》等文件精神，推动上海市国有控股上市公司在做强做优做大、提升内在价值的同 时，进一步强化投资者关系管理、提高信息透明度、增进市场认同，上海市国资委联合上交所，于2025年5月9日下午共同举办 上海国有控股上市公司2024年度集体业绩说明会。 本次会议汇聚了包括上海国际港务（集团）股份有限公司、上海华谊集团股份有限公司、 关于股东回报规划及落地保障，财务总监李静强调公司十分重视股东回报，将严格落实相关规则要求，制定利润分配政 策，积极实施利润分配。未来，公司将持续依据相关规则，做优做强主业，推动积极、稳健的股东回报政策。 数据港发言环节，总裁王信菁回顾了数据港十五年的发展历程，表示公司在上海市区两级国资委、上交所及广大投资者的 支持与呵护下，逐渐从一家初创企业成长为行业领先的第三方数据中心服务商。"保持战略定力、胸怀创业梦想、坚持实干笃 行"是数据港持续发展的关键要素，王信菁指出，未来数据港将继续着眼国家数字经济战略和国企改革顶层布局，勇担"双百企 业"发展重任， ...

Group 1 - The core viewpoint of the news is that the Shanghai State-owned Assets Supervision and Administration Commission and the Shanghai Stock Exchange held a performance briefing for state-controlled listed companies, focusing on their operational performance and future strategic planning [1] - DataPort's President emphasized the importance of maintaining strategic determination and practical execution for sustainable development, aligning with national digital economy strategies and state-owned enterprise reforms [1] - DataPort's management highlighted significant improvements in operational performance, management quality, and operational efficiency for 2024, driven by the implementation of intelligent management platforms [1] Group 2 - In response to being recognized as a "Double Hundred Enterprise," DataPort plans to propose multiple reform measures focusing on strategic customer foundations and innovative development solutions [2] - DataPort's financial director stated that the company prioritizes shareholder returns and will implement a profit distribution policy in accordance with relevant regulations [2] - The company aims to deepen its integration into the national digital economy strategy, capitalizing on the growing demand for data centers driven by the rise of generative artificial intelligence [2]

Group 1: Trade Relations - The US and China have committed to reducing tariffs on bilateral trade, with a significant reduction in tariffs on Chinese goods, including a 24% tariff being suspended for the first 90 days [1][6] - The easing of US-China trade relations is expected to boost market confidence, benefiting export-oriented industries and high-tech sectors [1][6] - The renewable energy and electric vehicle industries are anticipated to become new highlights of US-China cooperation, with the US aiming for electric vehicles to account for 50% of new car sales by 2030 [1][6] Group 2: Semiconductor Industry - Global semiconductor sales are projected to improve in 2024, with an estimated sales figure of approximately $630.5 billion, representing a year-on-year growth of about 19.7% [2] - The Asia-Pacific region's semiconductor sales are expected to reach around $340.79 billion, with a growth rate of 17.5% [2] - The semiconductor market is anticipated to continue its growth trajectory, reaching $697.1 billion by 2025, with an 11% increase [2] Group 3: AI Education - The Ministry of Education has released guidelines for AI education in primary and secondary schools, aiming to cultivate innovative talents with AI literacy [3] - Investment opportunities in the AI and education sectors are expected to rise, particularly for publishing companies, as AI courses are integrated into the education system [3] - The implementation of AI in education is projected to enhance personalized learning and significantly increase demand for AI educational tools [3] Group 4: Quantum Technology - A research team from the University of Electronic Science and Technology has developed the world's first gallium nitride quantum light source chip, which is expected to undergo multi-scenario technology validation by 2026 [4] - The gallium nitride quantum light source chip is crucial for quantum internet applications, enhancing information security and enabling complex quantum algorithms [4] Group 5: Wearable Technology - Huawei is set to launch the WATCH 5 series on May 15, featuring advanced health monitoring capabilities [5] - The increasing focus on health management is driving demand for smart medical watches that can monitor vital signs and predict health risks [5] - The global market for wearable devices is projected to reach $150 billion by 2025 [5]

上海数据港股份有限公司 二Ｏ二五年五月二十日 目 录 议案八：审议《关于为公司董事、监事、高级管理人员购买责任保险的议案》 ........ 39 上海数据港股份有限公司 会议召开时间：2025 年 5 月 20 日（星期二）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 5 月 20 日（星期二），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 ， 股东大会召开当日的 9:15-15:00。 一、宣读大会须知 二、会议事项 除上述议案外，本次会议还将听取独立董事年度述职报告。 上海数据港股份有限公司 为确保上海数据港股份有限公司（以下简称"公司""本公司"或"数据港"） 股东大会的顺利召开，根据《中华人民共和国公司法》（以下简称"《公司法》"） 《上海数据港股份有限公司章程》（以下简称"《公司章程》"）以 ...

Core Viewpoint - The domestic computing power industry in China is undergoing a rational return, focusing on optimizing existing resources rather than building new infrastructure due to supply chain and cost pressures exacerbated by US-China trade tensions and AI chip export controls [1][6]. Group 1: Current Challenges - The computing power infrastructure construction is facing significant supply chain and cost pressures, leading to a shift from "building new" to "utilizing existing" resources [1]. - The industry has seen a slowdown in growth, with recent reports indicating a trend of reduced investment in computing power infrastructure projects [2]. - A large portion of existing computing power resources is underutilized, with many data center servers showing average utilization rates as low as 5-10% [10]. Group 2: Policy and Structural Changes - The government is implementing "window guidance" for computing power infrastructure projects to promote a unified national computing power network and address resource allocation issues [2]. - A nationwide assessment of computing power resources is underway, which may lead to a redistribution of resources and a restructuring of the industry [4][6]. Group 3: Industry Adaptation and Innovations - Companies are focusing on improving computing power utilization rates, with reports indicating that the overall utilization rate of existing intelligent computing centers is only 32% [7]. - Innovations such as Lenovo's heterogeneous computing platform and Baidu's AIAK suite are being developed to enhance the efficiency of computing power usage [9]. - The industry is evolving from a simple resource supply model to a more intelligent computing platform that supports diverse AI applications and real-time resource allocation [9].

证券代码：002929 证券简称：润建股份 润建股份有限公司投资者关系活动记录表 编号：20250509 Q4：公司和华为有合作吗 答：您好！公司和国产算力芯片头部厂商保持了良好的合作关系， 您可关注公司公众号了解公司业务动态，谢谢！ Q5：贵公司最近有无增减持计划 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ■业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | | 网上平台"全景•路演天下"参与润建股份 2024 年年度报 | | 参与单位名称 | 告网上业绩说明会的广大投资者 | | 时间 | 2025.5.9（15:00-17:00） | | 地点 | "全景•路演天下"（http://rs.p5w.net） | | 上市公司接待 | 副董事长、总经理许文杰，董事、董事会秘书罗剑涛，财务 | | 人员姓名 | 总监黄宇，独立董事黄维干 | | | Q1：股价怎么说 | | | 答：您好！二级市场股价走势受多重因素影响，公司对未来经营 | | | 情况充满信心，将持续做好投资者关系管理，让 ...

Group 1: Company Performance and Financials - The company reported a total government subsidy of 272 million, with 113 million recognized in current profits and 159 million reducing costs [5] - The company holds 95.4784 million shares in treasury stock, accounting for 5.6% of the total share capital [3] - The company experienced a net loss after deductions due to sanctions affecting its supply chain, leading to a decline in profitability [5] Group 2: Project Updates and Future Plans - The Akesu public computing platform project is currently in the construction preparation phase, affected by seasonal weather conditions [2] - The Huashang Smart Center in Shaoxing has been activated, aimed at promoting digital upgrades and supply chain strategies [2] - The company plans to expand its product lines based on market demand, including potential entry into the ready-to-wear sector [3] Group 3: Market Strategy and Operations - The company is implementing a dual circulation strategy to balance overseas and domestic market development [4] - The company aims to enhance its brand competitiveness by leveraging Xinjiang resources and focusing on both cotton and non-cotton products [5] - The company has established 1 million acres of cotton fields in Xinjiang for its agricultural operations [6] Group 4: Industry Challenges and Responses - The company is addressing the impact of rising costs in the textile industry by integrating its supply chain and enhancing operational efficiency [5] - The company is adapting to international trade uncertainties and has prepared strategies to mitigate risks associated with external pressures [4] - The company is focusing on artificial intelligence and digital transformation to improve operational effectiveness and market responsiveness [4]

Group 1: Company Overview and Market Position - Hu塑科技 has established a strong market position in the backup power sector, leveraging 20 years of expertise and a solid reputation in battery safety management [4][9]. - The company has received significant funding since its IPO, enhancing its capabilities in market expansion, product development, and risk management [9]. Group 2: Financial Performance - In Q1 2025, the company reported a 27.16% year-on-year decline in revenue and a 16.17% drop in net profit, attributed to strategic adjustments in response to market conditions [8]. - The net cash flow from operating activities increased by 136.46% in 2024, primarily due to improved management of accounts receivable [5]. Group 3: Product Development and Innovation - The company has developed various Battery Management Systems (BMS) for different applications, including energy storage and commercial use, integrating them into the HV3S system for enhanced efficiency and reliability [3]. - Hu塑科技 is actively expanding its product offerings in the zinc-nickel battery sector through its subsidiary, Hu Zinc Energy, targeting multiple industries such as transportation and telecommunications [4]. Group 4: Market Trends and Future Outlook - The demand for backup batteries is expected to grow significantly, driven by policies like "East Data West Computing" and advancements in artificial intelligence, which increase the need for data processing capabilities [3][9]. - The company aims to capitalize on the growing market opportunities in data centers, energy storage, and communication sectors, with a focus on global strategic development [7]. Group 5: Strategic Initiatives - Hu塑科技 is committed to enhancing its market value through effective management strategies and responding to national policies on market capitalization [6]. - The company plans to continue its strategic integration within the industry, focusing on battery safety management technology to serve global customers [7].

为贯彻落实中国证监会《上市公司监管指引第10号——市值管理》、上海市国资委《关于加强我市国有控股上市公司市值管理工作的若干意见》等文件精 神，推动我市国有控股上市公司在做强做优做大、提升内在价值的同时，进一步强化投资者关系管理、提高信息透明度、增进市场认同，上海市国资委联 合上海证券交易所，于2025年5月9日下午共同举办上海国有控股上市公司2024年度集体业绩说明会。上海市国资委副主任林益彬出席活动。 上港集团、华谊集团、上海医药、浦发银行、中国太保、数据港等6家在上交所挂牌的上海国有控股上市公司参加本次业绩说明会，同时邀请部分投资 者、分析师、媒体现场参会。6家上市公司的董事长、财务负责人、董事会秘书、独立董事等通过"现场交流+线上互动"方式，解析公司业绩，全方位展示 6家上市公司在经营发展、产业布局、技术创新、ESG建设、投资者回报等方面的成效与未来规划，并与投资者、分析师、媒体等展开深入交流，回答投 资者提问，倾听投资者建议。 上海市国资委始终聚焦服务上海"五个中心"建设重要使命，以提高上市公司发展质量为抓手，全力培育和打造一批经营业绩佳、创新能力强、治理体系 优、市场认可度高的一流上市公司。根据6家 ...