格隆汇8月15日丨海兰信(300065.SZ)在投资者互动平台表示，水下数据中心UDC对于电源的来源具有开 放性，核心是能源成本需要有竞争优势，公司未来会结合包括核电在内的新能源拓展水下数据中心的布 局。 ...

格隆汇8月15日丨海兰信(300065.SZ)在投资者互动平台表示，水下数据中心UDC对于电源的来源具有开 放性，核心是能源成本需要有竞争优势，公司未来会结合包括核电在内的新能源拓展水下数据中心的布 局。 ...

Core Insights - Shanghai Data Port Co., Ltd. reported a revenue of approximately 810 million yuan for the first half of 2025, representing a year-on-year growth of 4.13% [1] - The net profit attributable to shareholders reached approximately 84.96 million yuan, marking a year-on-year increase of 20.37% [1] Business Overview - The company's main business segments include IDC (Internet Data Center) services, IDC solutions, and cloud service sales [1] - As of the first half of 2025, the company has established 35 data centers, strategically positioned in key regions such as the Beijing-Tianjin-Hebei area, Yangtze River Delta, and Guangdong-Hong Kong-Macau Greater Bay Area [1] - The company is aligned with the national "East Data West Computing" initiative, ensuring a forward-looking strategic layout for data centers [1] Technological Advancements - The company has developed and continuously optimized an intelligent operation and maintenance management platform, which enhances real-time data monitoring, intelligent warning analysis, and automated process scheduling [1] - This platform has effectively reduced manual intervention costs and improved the efficiency of problem resolution [1] Management Efficiency - The company is advancing the development of a business-finance integration platform, breaking down information barriers between business and financial data [2] - This integration allows for real-time data synchronization and automated process connections, enhancing decision-making accuracy and management efficiency [2] - The overall management efficiency has significantly improved, transitioning from retrospective management to real-time control [2]

Core Insights - Data Port (603881.SH) reported a total operating revenue of 811 million yuan for the first half of 2025, an increase of 32.12 million yuan compared to the same period last year, marking a 4.13% year-on-year growth and achieving five consecutive years of revenue increase [1] - The net profit attributable to shareholders reached 84.96 million yuan, up by 14.38 million yuan from the same period last year, reflecting a year-on-year increase of 20.37% and three consecutive years of profit growth [1] - The net cash inflow from operating activities was 40.7 million yuan, an increase of 21.56 million yuan year-on-year, representing a 5.60% growth [1] Financial Ratios - The latest debt-to-asset ratio stands at 58.15% [2] - The gross profit margin is 28.99%, which is an increase of 1.73 percentage points compared to the same period last year [2] - The return on equity (ROE) is 2.59%, up by 0.37 percentage points year-on-year [2] - The diluted earnings per share (EPS) is 0.12 yuan, an increase of 0.02 yuan, reflecting a 20.00% year-on-year growth [2] - The total asset turnover ratio is 0.11 times, and the inventory turnover ratio is 2.49 times [2] Shareholder Structure - The number of shareholders is 115,100, with the top ten shareholders holding a total of 366 million shares, accounting for 50.95% of the total share capital [3] - The largest shareholder is Shanghai Beigao New (Group) Co., Ltd., holding 32.9% of the shares [3] - Other notable shareholders include Ningbo Ruixin Venture Capital Partnership (Limited Partnership) with 14.6% and Hong Kong Central Clearing Limited with 0.98% [3]

Core Viewpoint - The Shanghai Municipal Government has issued the "Action Plan for Comprehensive Deepening Reform of the Shanghai Carbon Market (2026-2030)" aimed at establishing a carbon pricing mechanism centered around the carbon market, with the goal of making Shanghai a significant international hub for carbon trading, finance, pricing, and innovation [1] Group 1: Carbon Market Development - The action plan emphasizes the enhancement of the carbon emission trading market, including the establishment of a total quota management system and a reserve quota adjustment mechanism [1] - It proposes a dual control system for carbon emissions, linking total emissions and intensity, and aims to reserve development space for strategic emerging industries [1] - The market coverage will be gradually expanded, with reduced thresholds for high-energy industries and public institutions starting from 2026 and 2028 respectively [1] Group 2: Voluntary Emission Reduction Initiatives - The plan encourages enterprises to establish product carbon footprint management systems and set greenhouse gas emission control targets to achieve net-zero emissions [2] - It aims to create a sustainable management mechanism for carbon inclusivity, focusing on areas like green travel and resource recycling [2] - The action plan also seeks to innovate carbon inclusivity incentive mechanisms, including the development of a personal carbon credit assessment system [2]

Core Points - The Shanghai Data Port Co., Ltd. held its seventh meeting of the fourth Supervisory Board, where all five supervisors were present, ensuring compliance with legal and regulatory requirements [1] - The Supervisory Board approved the 2025 semi-annual report and its summary, affirming that the report accurately reflects the company's operational management and financial status [1][2] - The company proposed a mid-year profit distribution plan for 2025, which received unanimous approval from the Supervisory Board, and is set to be submitted for shareholder meeting review [2][3] Summary by Sections Meeting Details - The meeting was convened by the chairwoman, Ms. Zhang Songyan, and complied with the company's articles of association and relevant laws [1] 2025 Semi-Annual Report - The Supervisory Board provided a written review of the 2025 semi-annual report, confirming that it meets internal management regulations and accurately reflects the company's status [1][2] Profit Distribution Plan - The proposed profit distribution plan aligns with regulatory requirements for cash dividends and considers shareholder returns, profitability, cash flow, and future development needs [2]

证券代码：603881 证券简称：数据港 公告编号：2025-032 号 上海数据港股份有限公司 关于召开2025年第一次临时股东大会的通知 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。 重要内容提示： ? 股东大会召开日期：2025年9月24日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统 一、 召开会议的基本情况 至2025 年 9 月 24 日 (一) 股东大会类型和届次 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 24 日 14 点 00 分 召开地点：上海市静安区江场三路 238 号一楼会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 24 日 采用上海证券交易所网络投票系统，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 9:1 ...

为持续重视投资者中长期回报，适配行业新的发展格局，并着力提高上市公 司质量，实现公司主营业务的稳健发展。公司拟定 2025 年半年度利润分配方案 具体如下： 公司拟以实施权益分派股权登记日登记的总股本为基数，公司拟向全体股东 —1— 每股派发现金红利人民币 0.024 元（含税）。截至 2025 年 6 月 30 日，公司总股 本 718,376,999 股，以此计算合计拟派发现金红利 17,241,047.98 元（含税）， 占 2025 年半年度归属于母公司所有者的净利润的 20.29%，剩余 948,030,715.20 元滚存下一报告期未分配利润。不进行资本公积转增股本，不送红股。 证券代码：603881 股票简称：数据港 编号：2025-031 号 上海数据港股份有限公司 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。 重要内容提示： 根据公司 2025 年半年度报告（未经审计），公司 2025 年半年度归属于母公 司所有者的净利润为 84,958,577.73 元，母公司实现净利润 7,551,460.26 元， ...

证券代码：603881 股票简称：数据港 公告编号：2025-029 号 上海数据港股份有限公司 第四届董事会第七次会议决议公告 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。 上海数据港股份有限公司（以下简称"公司"或"数据港"）第四届董事会 第七次会议于 2025 年 8 月 3 日以电子邮件方式发出会议通知，并于 2025 年 8 二、《公司 2025 年中期利润分配方案的议案》（该项议案同意票 9 票，反 对票 0 票，弃权票 0 票） 公司 2025 年中期利润分配方案符合监管部门对现金分红、资本充足的监管 要求，同时综合考虑了股东回报、公司盈利情况、现金流状况以及未来发展需要 等因素，相关决策程序符合法律、法规和《公司章程》规定。 本议案已经公司第四届董事会审计委员会第七次会议及第四届董事会独立 董事第五次专门会议审议通过。 本议案尚需提交股东大会审议。 具 体 内 容 详 见 公 司 于 2025 年 8 月 15 日 在 上 海 证 券 交 易 所 网 站 （http://www.sse.com.cn）披露的《 ...

Core Viewpoint - Shanghai Data Port Co., Ltd. reported a net profit of approximately 84.96 million yuan for the first half of 2025, reflecting a year-on-year increase of 20.37% [3][10]. Financial Performance - The company's total revenue for the first half of 2025 was approximately 810.51 million yuan, representing a 4.13% increase compared to the same period last year [3][10]. - The total profit for the period was approximately 122.24 million yuan, an increase of 26.55% year-on-year [3][10]. - The net cash flow from operating activities was approximately 406.76 million yuan, up 5.60% from the previous year [3][10]. - The company's total assets reached approximately 7.85 billion yuan, a 6.48% increase from the end of the previous year [3][10]. Business Overview - The main business of the company includes IDC services, IDC solutions, and cloud service sales, with a focus on data center server hosting services [4][10]. - The company has established 35 data centers across various regions, aligning with the national "East Data West Computing" strategy [10][11]. - The company aims to enhance its service offerings by leveraging its expertise in planning, design, and operational management of data centers [4][10]. Industry Context - The data center industry is crucial for the digital economy, contributing significantly to the digital transformation of industries and public services in China [5][6]. - The "14th Five-Year Plan" for digital economy development aims to increase the core industry's value-added share of GDP to 10% by 2025 [5][6]. - The government is promoting the construction of a national integrated computing network, which will enhance the development of data centers and cloud computing [6][7]. Competitive Advantages - The company has maintained a competitive edge in the data center service sector, recognized by several world-class internet companies [10][11]. - The company emphasizes green and low-carbon development in its data center operations, aiming to improve energy efficiency and utilize renewable energy [14][15]. - The company has received multiple awards for its innovative practices and operational excellence in the data center industry [13][14].