根据万国数据年报，ST Telemedia持有万国数据将近34%的A类股份，在总投票权中约占20%。 消息人士表示，万国数据股价近期的上涨，可能使ST Telemedia难以找到买家出售所持股份，又称该公 司可能会分批减持，亦有可能决定不出售股份，指目前讨论尚处于初期阶段。 格隆汇8月14日｜媒体引述消息人士称，新加坡淡马锡控股旗下ST Telemedia考虑悉数出售万国数据 (9698.HK)的持股。消息指，ST Telemedia正在向潜在买家探讨对其手中所有万国数据持股的兴趣。 ...

金融界消息 截至2025年8月14日收盘，数据港（603881）报收于27.85元，上涨1.27%，换手率10.67%， 成交量76.63万手，成交金额21.47亿元。 资金流向方面，今日主力资金净流入5559.64万元，占比成交额2.59%。其中，超大单净流入3112.08万 元、占成交额1.45%，大单净流入2447.56万元、占成交额1.14%，中单净流出流出4356.42万元、占成交 额2.03%，小单净流出1203.22万元、占成交额0.56%。 数据港最新一期业绩显示，截至2025一季报，公司营业总收入3.95亿元、同比增长3.57%，归属净利润 4405.59万元，同比增长23.22%，扣非净利润4038.92万元，同比增长26.50%，流动比率1.345、速动比率 1.240、资产负债率56.59%。 天眼查商业履历信息显示，上海数据港股份有限公司，成立于2009年，位于上海市，是一家以从事商务 服务业为主的企业。企业注册资本46049.8076万人民币，实缴资本5000万人民币。公司法定代表人为孙 中峰。 通过天眼查大数据分析，上海数据港股份有限公司共对外投资了13家企业，参与招投标项目37 ...

Core Viewpoint - Shanghai has issued the "Action Plan for Comprehensive Deepening Reform of the Shanghai Carbon Market (2026-2030)", focusing on enhancing the carbon emission trading market and promoting voluntary greenhouse gas reduction initiatives [1][2]. Group 1: Key Actions - The Action Plan emphasizes three main actions: improving the carbon emission trading market, promoting voluntary greenhouse gas reduction, and enhancing innovation capabilities within the carbon market [1]. - It outlines 16 key reform tasks, including establishing a total quota management system, gradually expanding market coverage, optimizing greenhouse gas emission accounting and reporting methodologies, and increasing the proportion of paid allocation [1][2]. Group 2: Market Coverage Expansion - The plan aims to lower the entry threshold for high-energy-consuming industries, such as petrochemicals and data centers, to an annual emission of 10,000 tons of CO2 equivalent starting in 2026 [2]. - By 2028, public institutions like universities and hospitals with emissions of 10,000 tons or more will be included in the market management and gradually implement carbon emission quota management [2].

Group 1 - The company Naxing Co., Ltd. (002757.SZ) has stated that its subsidiary, Weiyi Network, adheres to energy-saving and low-carbon principles in the construction and operation of its self-built data centers [1] - Weiyi Network has implemented advanced water-cooling and air-cooling technologies, along with intelligent control systems, to enhance operational efficiency and reduce energy consumption, thereby creating a green data center [1] - In the Guangdong-Hong Kong-Macao Greater Bay Area, Weiyi Network has built two green data centers with a total of 4,712 cabinets, achieving a Power Usage Effectiveness (PUE) of 1.3, which is significantly better than the industry average PUE of 1.5 [3]

Market Overview - Chinese A-shares continued to rise, with the Shanghai Composite Index closing at 3,683 points, a new high since December 2021, while the Shenzhen Component Index rose 1.76%[16] - The Hang Seng Index surged 2.58%, closing above 25,500 points, driven by strong performances in technology and financial sectors[11] - U.S. markets also reached new highs, with the Dow Jones increasing by 1.04% to 44,922 points, supported by expectations of interest rate cuts[9] Economic Indicators - China's social financing growth rate for July was recorded at 9.0%, up 0.1 percentage points from the previous month, continuing an upward trend[6] - U.S. inflation data showed stability, leading to increased expectations for a 50 basis point rate cut by the Federal Reserve in September[9] - The U.S. dollar index fell by 0.3% to 97.84, while international gold prices rose, reflecting market sentiment towards rate cuts[27] Sector Performance - In the U.S., 8 out of 11 S&P sectors saw gains, with the materials sector leading with a 1.69% increase[9] - In Hong Kong, the Hang Seng Technology Index rose by 3.25%, with Alibaba and NetEase seeing significant gains of 6% and over 5%, respectively[11] - The battery sector in China is expected to see improved performance due to supply-demand dynamics, with companies like CATL being highlighted for their investment value[18] Fixed Income Market - U.S. Treasury yields fell by 5-6 basis points, with the 10-year yield at 4.23% as market expectations for rate cuts solidified[31] - Asian investment-grade bonds showed strong performance, with spreads narrowing by 1-3 basis points[31] Commodity Market - U.S. crude oil prices declined, with WTI crude down 0.82% to $62.65 per barrel, amid rising inventory levels and oversupply concerns[27] - Gold prices increased by 0.27%, reaching $3,358.7 per ounce, as traders anticipated further monetary easing[27]

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Century Internet (VNET), indicating a revenue growth but a decline in net profit [1][2][3] - As of August 13, Century Internet's stock price increased by 5.9% to $8.26 per share, with a total market capitalization of $2.22 billion [1] - Financial data shows that as of March 31, 2025, Century Internet's total revenue reached 2.246 billion RMB, representing an 18.34% year-on-year growth, while the net profit attributable to the parent company was -238 million RMB, a decrease of 27.03% year-on-year [1] Group 2 - Century Internet, established in 1996, is a leading digital infrastructure company in China and the first Chinese IDC company listed on the US stock market [2] - The company operates over 50 data centers across more than 30 cities in China, with a base business operational capacity exceeding 480 MW and over 52,000 cabinets in urban business operations [3] - Century Internet has formed large-scale data center industry clusters in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macao, providing a robust digital infrastructure for enterprises [3] - As a strategic partner of Microsoft, Century Internet operates international-standard cloud services including Microsoft Azure and Microsoft 365 in China [3] - The company has built a solid foundation for business development for over 6,000 high-quality enterprise clients, including nearly 100 leading companies in high-growth industries [3]

Core Viewpoint - Century Internet (VNET) is a leading digital infrastructure company in China, focusing on data centers and cloud computing services, with a significant market presence and strategic partnerships, particularly with Microsoft [1][2]. Financial Performance - As of March 31, 2025, Century Internet reported total revenue of 2.246 billion RMB, representing a year-on-year growth of 18.34% [1]. - The company experienced a net loss attributable to shareholders of 238 million RMB, a decrease of 27.03% compared to the previous year [1]. Business Operations - Century Internet operates over 50 data centers across more than 30 cities in China, with a base business operational capacity exceeding 480 MW and over 52,000 cabinets in urban operations [2]. - The company has established large-scale data center industry clusters in key regions such as Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macau, facilitating smooth data migration from first-tier to edge cities [2]. Strategic Partnerships - As a strategic partner of Microsoft, Century Internet operates international-standard cloud services including Microsoft Azure, Microsoft 365, Dynamics 365, and Power Platform in China [2]. - The company has built a solid foundation for business development for over 6,000 high-quality enterprise clients, including nearly 100 high-growth industry leaders [2].

wo[Table_Title] Research Report 13 Aug 2025 中国电子 China (Overseas) Technology 全球科技业绩快报：CoreWeave 2Q25 CoreWeave Q2: AI Demand Fuels Hypergrowth, Profitability Path Hinges on Execution 姚书桥 Barney Yao 吕小潼 Xiaotong Lyu barney.sq.yao@htisec.com xt.lyu@htisec.com [Table_yemei1] Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件 CoreWeave FY25Q2 业绩表现：二季度实现营业收入 12.13 亿美元，同比大幅增长 206.7%，超出市场预期的 10.8 亿 美元，但增速较一季度 420%有所放缓；稀释后每股收益（EPS）为 -0.60 美元，同比亏损减少约 63%，逊于分析师 预期的-0.52 美元（一季度 EPS 为-1.49 美元 ...

（原标题：数据港大宗交易成交450.00万股 成交额1.07亿元） 数据港8月13日大宗交易平台出现一笔成交，成交量450.00万股，成交金额1.07亿元，大宗交易成交价为 23.75元，相对今日收盘价折价13.64%。该笔交易的买方营业部为机构专用，卖方营业部为国泰海通证 券股份有限公司上海闵行区号文路证券营业部。 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为1.66亿元。 证券时报•数据宝统计显示，数据港今日收盘价为27.50元，上涨4.25%，日换手率为9.66%，成交额为 18.94亿元，全天主力资金净流入1.79亿元，近5日该股累计上涨3.93%，近5日资金合计净流入1.10亿 元。 两融数据显示，该股最新融资余额为6.27亿元，近5日减少6568.98万元，降幅为9.48%。（数据宝） 8月13日数据港大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业 | 卖方营业部 | | 股） | （万 | （元） | 价 | 部 | | ...

广东奥飞数据科技股份有限公司 本公司及监事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 债券代码：123131 债券简称：奥飞转债 证券代码：300738 证券简称：奥飞数据 公告编号：2025-076 表决情况：同意 3 票，反对 0 票，弃权 0 票。 一、监事会会议召开情况 广东奥飞数据科技股份有限公司(以下简称"公司"或"奥飞数据")第四届监事 会第二十一次会议（以下简称"会议"）于 2025 年 8 月 13 日以现场与通讯相结合 的方式在公司会议室召开，以书面方式进行表决。会议通知已于 2025 年 8 月 12 日以电话通知、电子通讯通知、专人送达等方式发出送达全体监事。应当参加会 议监事 3 人，实际参加会议监事 3 人，其中监事陈剑钊以通讯方式参会。公司董 事会秘书列席会议。会议由监事会主席陈剑钊先生主持。会议的召集、召开程序 以及表决程序符合《公司法》及《公司章程》等有关规定，形成的决议合法有效。 二、监事会会议审议情况 经与会监事认真审议，会议以记名投票表决方式通过了以下议案并形成如下 决议： （一）审议通过《关于 2025 年度向特定对象发行 ...