Core Viewpoint - Chaojuvian, a leading computing power service provider, is projected to achieve over 40 billion yuan in revenue for the fiscal year 2024, continuing its rapid growth trajectory since its establishment in 2021 [3][4]. Company Overview - Chaojuvian was founded on September 13, 2021, with a registered capital of 880 million yuan, and is led by Ma Jianping, who previously managed Huawei's X86 server business [3]. - The company operates as a provider of computing infrastructure and services, offering a range of products including servers, operating systems, AI development platforms, and high-performance computing solutions [3]. Market Position - Chaojuvian has maintained the largest market share in China's liquid-cooled server market for two consecutive years, achieving a 43% market share in 2023 with nearly 42,000 units shipped [3]. - The company aims to exceed 50 billion yuan in revenue for the fiscal year 2025, with a customer base that has expanded from over 2,000 to more than 24,000 in three years [5]. Financial Performance - The company has experienced significant revenue growth, with sales surpassing 10 billion yuan in 2022, over 28 billion yuan in 2023, and projected to exceed 40 billion yuan in 2024 [4]. - The global server market is expected to reach $235.7 billion in 2024, with China's server market projected at approximately $52.6 billion, reflecting a year-on-year growth of 70.1% [5]. Shareholder Structure - The major shareholder of Chaojuvian is Henan Chaojun Technology Co., Ltd., holding a 31.38% stake, followed by China Mobile's investment arm as the second-largest shareholder [6]. - The company has attracted significant investment from various state-owned enterprises, including China Telecom and the State-owned Assets Supervision and Administration Commission [6][8]. Financing History - Chaojuvian has completed five rounds of financing, with strategic investments from major telecommunications operators and investment firms [7]. - The latest round of financing in 2025 included participation from the National Adjustment Fund and Zhengzhou Airport Innovation Group [9].

转自：贵州日报 顶尖科学家的"黔"行"芯"路 "选择贵州，既是响应'造芯报国'的使命召唤，也看中了这里数智产业发展的广阔空间。"2023年，国家重点 研发计划首席科学家毕津顺教授告别中国科学院，以贵州省"百千万人才引进计划"领军人才身份全职加盟贵 州师范大学，成为一名新贵阳人。 初到贵州，各种挑战在他预料之中：集成电路学科基础薄弱、科研配套亟待完善、专业人才储备不足，与发 达地区的差距客观存在。"没有一流的平台，就难聚一流的人才，更难出一流的成果。"深谙平台建设重要性 的他，将筹建集成电路研究院作为首要任务。在学校1500万元首期专项资金支持下，省内首个以集成电路学 科布局为核心的科研平台建设快速落地。目前，涵盖芯片设计、半导体器件测试等全链条的产学研实验平台 已初具规模，预计总投资1.5亿元。 平台搭起引才"梧桐树"，政策备好留才"定心丸"。2024年9月，该研究院面向海内外发布招贤公告，开出百万 年薪吸纳高层次领军人才，并特设"伯乐推荐奖"。在"平台引才""以才引才"双轮驱动下，一支由3名高层次引 2025中国国际大数据产业博览会展馆一角。 赵松 摄（影像贵州） 毕津顺与学生交流。 赵旭婉婷 摄 贵州日报 ...

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 公司主要提供高空作业平台、建筑支护设备、地下维修维护设备及算力设备等多品类设备运营服务，广 泛应用于地铁等轨道交通施工的支撑和保护、城市改造项目、建筑内外装修维护、城市道路建设及维 护、绿化园林维护、设备安装及检修、物流仓储及影视场景搭建等。 按申万行业分类（2021），海南华铁（维权）（603300）属于非银金融-多元金融-租赁。 2025年12月26日，公司和相关责任人收到中国证监会浙江监管局下发的《行政处罚事先告知书》（浙处 罚字[2025]25号）。经查明，当事人涉嫌违法的事实如下：一、公司重大合同临时公告披露不完整， 2025年3月5日公司披露《关于子公司签署<算力服务协议>的公告》，但未披露前述对协议履行有重大 影响的条款，公司临时公告披露不完整；公司重大合同重大进展或变化披露不及时（事项二），2025年 9月30日，公司披露《关于子公司终止<算力服务协议>的公告》。该公告发布后，股票 ...

此外，根据2025年公开信息，太初元碁参与并完成了河南空港三期算力中心建设，这是我国中部地区超 智融合算力中心建设项目，项目规模接近10亿。 在算力万卡集群建设方面，目前，太初元碁已与汉腾科技签署"五大万卡集群项目"合作协议，助力汉腾 科技算力基础设施落地，相关成果还将应用于汉腾科技在石家庄、承德、兴化等地布局的智算中心，形 成覆盖华北、华东的算力服务网络，为人工智能产业发展及各行业智能化转型提供自主可控、高效稳定 的算力保障。 日前，江苏省认定机构2025年认定报备的第二批高新技术企业进行备案公示，共有15670家江苏企业获 评国家高新技术企业。备案公示名单中，江苏一国产AI芯片企业、第七批国家级专精特新"小巨人"太初 (无锡)电子科技有限公司(又简称"太初元碁")位列其中。 近年来，国产智算需求呈爆发增长趋势，智能算力正加速与千行百业深度融合。据悉，太初元碁是继摩 尔线程、沐曦、清微智能、壁仞科技等之后，又一同时囊括国家级高新技术企业与专精特新"小巨人"的 国产AI芯片企业。根据企查查的信息，截至目前，太初元碁拥有包括审中状态在内的160余个发明专 利、取得15个软件著作权。 公开资料显示，太初元碁与三大 ...

Core Viewpoint - The company, Nongshang Environment, has been selected as the supplier for a significant project by Yixin Intelligent Manufacturing, marking a substantial business opportunity for the company [1] Group 1: Contract Details - The company’s wholly-owned subsidiary, Dalian Xilian Microelectronics, has signed a contract with Yixin Company for the "Intelligent Computing Cluster Project" [1] - The total contract value is 132.0856 million yuan (including tax), which accounts for over 50% of the company's most recent audited main business revenue [1] - The project will provide integrated hardware and software solutions, including computer servers, high-performance computing modules, and technical services [1] Group 2: Project Location and Compliance - The deployment location for the project is Wuhan, Hubei Province [1] - As per the regulations of the Shenzhen Stock Exchange, this contract does not require board or shareholder approval due to its classification as a major contract in daily operations [1]

罗曼股份（605289）(605289.SH)公告，近日，公司收到控股子公司上海武桐树高新技术有限公司("武桐 高新")通知：武桐高新与天津茂元设备租赁有限公司、招商局智融供应链服务有限公司于近日签订了 《买卖合同》。按照合同约定，向武桐高新采购适用于招商局智融供应链服务有限公司的其他相关业务 的算力服务项目，合同金额合计约人民币1.56亿元(不含质保金)。 ...

Investment Rating - The report gives an "Outperform the Market" rating for the company [5][40]. Core Insights - The company is a leader in touch display modules and is positioned to benefit from the growth in automotive electronics and the adoption of new technologies such as foldable screens [3][32]. - The company has a strong market presence, being the largest manufacturer of ITO conductive glass globally and holding a 50% market share in TFT LCD substrate thinning [1][7]. - The automotive electronics segment is highlighted as a key growth area, with the company providing integrated touch display modules for over 70% of global vehicle brands [2][32]. Summary by Sections Company Overview - Founded in 2000 and listed on the Shenzhen Stock Exchange in 2010, the company specializes in the research, production, and sales of key components for flat panel displays, including ITO conductive glass and touch sensors [1][7]. - The company has established itself as a significant player in the automotive touch display market, with a comprehensive product range that includes 3D curved automotive cover plates and display modules [2][3]. Financial Projections - The company is expected to achieve revenues of 88.89 billion, 110.58 billion, and 119.43 billion CNY for the years 2023, 2024, and 2025 respectively, with year-on-year growth rates of 27.2%, 24.4%, and 8.0% [4][35]. - Net profit projections for 2025, 2026, and 2027 are 3.92 billion, 5.17 billion, and 7.12 billion CNY, reflecting growth rates of 10.0%, 31.8%, and 37.6% [3][35]. Valuation - The report estimates a reasonable valuation range for the company's stock between 6.95 and 7.37 CNY, indicating a potential upside of 17.42% to 24.54% from the current price of 6.07 CNY [5][40]. - The valuation is based on a relative valuation method, comparing the company to similar firms in the industry [38][40]. Market Position and Competitive Advantage - The company is the only supplier in mainland China certified for thinning business by a major North American client, which enhances its competitive edge [1][2]. - The company has a robust client base, including major brands like Huawei, OPPO, and VIVO, which positions it well for future growth in high-end markets [1][2].

本次合同项目属于杭州兆能的算力业务，将对公司未来经营业绩产生促进作用。 智通财经APP讯，平治信息(300571.SZ)发布公告，公司于近日收到公司子公司杭州兆能讯通科技有限公 司(简称"杭州兆能")与中国联合网络通信有限公司内蒙古自治区分公司(简称"内蒙古联通")签订的 《2025年至2030年算力服务合同》，鉴于杭州兆能拥有提供算力综合服务的能力，内蒙古联通委托杭州 兆能提供算力服务，本次签订的合同含税金额为3825万元。 ...

投资者关系活动记录表 编号：2025-012 | 投 | 者 | 特定对象调研 □分析师会议 资 | | --- | --- | --- | | | | □媒体采访 □业绩说明会 | | 关 系 | 活 | □新闻发布会 路演活动 | | 动类别 | | □现场参观 □其他： | | 参与单 | | | | 位名称 及人员 | | 中信证券 郭柯宇 姜红宇 | | 姓名 | | | | 时间 | | 2025.12.10 15.00-16.00 | | 地点 | | 东港股份接待室 | | 上市公司 | | 董事会秘书： 齐利国 | | 接待人员 | | 证券事务代表：阮永城 | | 姓名 | | | | | | 一、相关问答及回复内容 | | | | 问：公司各产品的收入占比趋势是怎样的？ | | | | 答：公司目前各类产品发展情况良好，票证印刷业务受到电子化的冲击， | | | | 市场规模有所减少，但目前已经企稳，未来预计能够保持一定的规模。覆合 | | | | 类业务和技术服务业务，仍将保持稳步增长，因此在未来公司各类业务占比 | | | | 可能会变化，印刷业务的占比会降低，覆合和技术服务类业 ...

罗曼股份 20251208 摘要 罗曼股份与奈飞和华纳兄弟均有合作，奈飞收购华纳兄弟将带来更多项 目拓展机会，尤其是在 IP 使用上的合作，利好公司数字文娱业务发展。 公司 AI Infra 交付的算力服务订单，覆盖硬件到组网，客户可直接调试 使用，通常 30 天内完成交付。公司储备了足够的芯片和 GPU，以确保 如期交付，但机头或存储紧缺可能会延迟。 梧桐树上半年净利率达 15.2%，高于同行，得益于稳定的 GPU 供应链 和在教育、医疗等应用端的广泛投资，更容易获取客户订单并保持较高 毛利率。 梧桐树与杨浦区在教育领域合作，投资教育模型应用；与华师大合作商 业卫星发射，为其搭建两个千卡集群用于太空图像识别，需要强大的存 储能力和算力支持。 罗曼股份计划通过与百代存储公司合作进行软件架构搭建，拓展 AI 存储 产业链，应对未来硬件突破后的市场需求，每个算力中心都需配备存储 芯片。 Q&A 梧桐树上半年的净利率较高，其技术优势是什么？新签订单净利润展望如何？ 梧桐树上半年的净利率为 15.2%，高于同行水平，其优势主要体现在两方面： 一是稳定的 GPU 供应链，保证不断货且运算效率比同类产品高 10%至 20 ...