为落实国家"东数西算"战略，江苏在全国率先启动算力基础设施发展专项规划，依托南京、苏州"双核 辐射"，形成"苏中聚集、苏北突破、全域协同"的发展格局。预计至2030年，江苏将打造长三角算力供 给服务新高地和全国智能计算创新增长极。 现场，省数据集团数科公司与12家高校、企业、机构等完成平台应用生态签约，助力打造全产业链的自 主可控算力生态圈。 本报讯(记者何玥颐何钰)11月13日，中国算力平台(江苏)暨江苏省一体化算力调度监测平台在南京正式 上线，目前平台已接入282个数据中心，覆盖52万标准机架的数字底座。这是全国首个省市一体化算力 调度监测平台。 按照国家数据基础设施建设先行先试任务要求，在省发展改革委、省工信厅、省数据局和省通信管理局 指导下，平台由省数据集团承建。基于江苏"1+13"省市两级一体化运营体系，平台已接入省内通算、智 算、超算等异构、异属算力资源。平台还与上海、浙江和安徽等省市算力调度平台融合互通，推动"省 内一体协同、辐射长三角"算力发展新格局的形成。同时，平台与国家算力调度监测平台融合贯通，被 纳入全国一体化算力调度体系。 ...

证券日报网讯朗科科技（300042）11月13日在互动平台回答投资者提问时表示，朗科算力网站已产生少 量收入，目前此类业务未对公司经营业绩产生重大影响，公司正积极对接更多算力资源和需求方。 ...

（编辑 王雪儿） 证券日报网讯 华孚时尚11月13日在互动平台回答投资者提问时表示，公司阿克苏城市公共算力平台项 目的设备与服务采购按已签署的框架协议执行，公司业务团队始终与生态合作伙伴保持积极联系。根据 框架协议规定，具体购买事项以双方签署的订单为准，分批执行，单个订单金额根据买方实际需求确 定。 ...

Core Insights - Zhongbei Communication has signed a comprehensive computing power service framework agreement with Hongxin Electronics, with a total service amount of 1 billion RMB over a period of 60 months [1] - The company has significantly increased its investment in intelligent computing and strategic partnerships, leading to a substantial growth in its AI computing power service market influence [1] - In the first half of 2025, Zhongbei Communication's intelligent computing service revenue reached 297 million RMB, marking a year-on-year growth of 498.21% [1] Company Developments - Zhongbei Communication has completed a nationwide layout of its intelligent computing business, providing overall solutions for operators, cloud service providers, and AI model enterprises [2] - As of October 2025, the company has over 15,000 P of computing power and has established 9 intelligent computing clusters, primarily focusing on high-end computing [2] - The company has signed a strategic cooperation agreement with Qingwei Intelligent to develop a full-stack AI computing power solution, enhancing its capabilities in the "computing power + chip" integration [2] Industry Context - Guosheng Securities highlights the strengthening logic loop of the AI computing power industry, emphasizing the urgency of the computing power arms race among major players [3] - Zhongbei Communication is seizing development opportunities through contract implementation and diversified strategic partnerships, entering a performance realization phase [3] - The company plans to raise up to 1.922 billion RMB through a specific stock issuance to accelerate the expansion of its computing power scale and technology upgrades [3]

Group 1 - Victory Co., Ltd. plans to acquire gas-related assets controlled by its controlling shareholder and will resume trading on November 11 [2][3] - The acquisition will involve issuing shares and cash payments, targeting assets including 100% equity of Zhongyou Zhuhai and 100% equity of Tiandali Tong [2] - The transaction is expected to enhance the company's profitability and deepen its gas industry chain layout [3] Group 2 - Zhongbei Communication signed a comprehensive service framework agreement worth 1 billion yuan with Xiamen Hongxin Electronic Technology Group [5] - The contract is valid for 60 months and will allow Zhongbei to recognize revenue based on performance obligations [5] Group 3 - Shangtai Technology plans to invest approximately 4.07 billion yuan to build a project with an annual production capacity of 200,000 tons of lithium-ion battery anode materials [6] Group 4 - ST Gaohong's stock will be delisted on November 11, 2025, as decided by the Shenzhen Stock Exchange [8] - ST Huatuo's application to remove other risk warnings has been approved, and its stock will resume trading on November 12, 2025 [9] Group 5 - New Peng Co., Ltd. signed an investment cooperation agreement with Jabil Inc. for a battery energy storage system project, with a total investment of approximately 15 million USD [10] - The project aims to develop and manufacture large battery storage systems, with completion expected by the end of 2026 [10] Group 6 - Yunnan Baiyao's board elected Zhang Wenxue as chairman and Dong Ming as vice chairman for a three-year term [11] - Maiwei Co., Ltd. extended its concerted action agreement among major shareholders for another year [11] Group 7 - Ganfeng Lithium announced progress on the PPGS lithium salt lake project, with an environmental impact assessment report issued [12] - The project aims to submit a large investment application to the Argentine government in 2026 [12] Group 8 - Fangzhi Technology plans to acquire 100% equity of Zhixiang Technology for 116 million yuan, which will become a wholly-owned subsidiary [13] - Zhixiang Technology specializes in AI and smart space technology applications [13] Group 9 - Jiangsu Suopu is undergoing maintenance on its methanol and acetic acid production facilities, expected to resume production by November 10, 2025 [17]

Group 1: Company Announcements - ChaoYing Electronics' wholly-owned subsidiary plans to invest 1.468 billion RMB in an AI computing high-end printed circuit board expansion project in Thailand, aiming to enhance its product layout in high-end PCB applications such as routers and AI servers [1] - DeMingLi is in the process of planning a refinancing matter, which is still in the internal communication stage without a clear plan or determined financing amount [1] - *ST YuanCheng's stock has triggered mandatory delisting due to a market capitalization below 500 million RMB for 20 consecutive trading days, leading to a suspension of trading starting November 11, 2025 [1] Group 2: Investment and Cooperation - ZhongBei Communication signed a framework agreement for comprehensive computing services worth 1 billion RMB with Hongxin Electronics, with a service period of 60 months [2] - ShangTai Technology plans to invest approximately 4.07 billion RMB in a project to produce 200,000 tons of lithium-ion battery anode materials in Shanxi Province [3] Group 3: Clinical Trials and Approvals - Maiwei Bio's innovative drug 9MW3811 injection for pathological scars has received approval for a Phase II clinical trial, with plans to start by the end of 2025, positioning it as the first IL-11 targeted drug in this indication [3]

Group 1 - Shangtai Technology plans to invest approximately 4.07 billion RMB to establish a project for producing 200,000 tons of lithium-ion battery anode materials annually in Shanxi Province [1] - Chaoying Electronics' wholly-owned subsidiary intends to invest 1.468 billion RMB in Thailand to expand production of high-end printed circuit boards for AI computing power [1] - Zhongbei Communication signed a framework agreement worth 1 billion RMB with Hongxin Electronics for comprehensive computing power services over a period of 60 months [2] Group 2 - Hesheng Silicon Industry's shareholder, Fuda Industrial, plans to reduce its stake by up to 2.29%, amounting to a maximum of 27.07 million shares [3] - Victory Shares intends to acquire gas-related assets controlled by its major shareholder, with the stock resuming trading on November 11, 2025 [4] - Fangzhi Technology plans to acquire 100% of AI education company Zhixiang Technology for 116 million RMB, constituting a related party transaction [5] Group 3 - Ganfeng Lithium's PPGS lithium salt lake project has received an environmental impact assessment report, with approximately 15.07 million tons of LCE resources identified [6] - Puran Shares' shareholder is transferring 3.77% of the company's shares at a price of 106.66 RMB per share, which is a 38% discount compared to the closing price [7] - Shandong Gold's subsidiary needs to pay 738 million RMB in taxes, which is expected to impact the company's net profit for 2025 by 230 million RMB [8] Group 4 - Lingzhi Software is planning to acquire 100% of Kaimiride's shares, with the stock resuming trading on November 11, 2025 [8] - Maiwei Biotech's innovative drug 9MW3811 for pathological scars has received approval for a Phase II clinical trial, with significant global potential [8] - *ST Yuancheng received a notice of potential delisting due to its market capitalization falling below 500 million RMB for 20 consecutive trading days, with trading suspension starting November 11, 2025 [9]

Group 1: Autonomous Vehicle Operations - WeRide has received approval from the UAE federal government to launch a fully autonomous Robotaxi service in Abu Dhabi, marking the first city-level L4 autonomous driving commercial license outside the United States [1] - LoBo has announced the receipt of the first fully autonomous commercial operation license from the Abu Dhabi Integrated Transport Center (ITC), indicating its first large-scale public operation outside of China [2] Group 2: Mergers and Acquisitions - Rumble has signed a business combination agreement to acquire German AI company Northern Data, which will allow Rumble to expand its cloud business and accelerate its international expansion strategy [3] Group 3: New Product Launches - Zero One has launched its electric heavy-duty truck "Jingzhe Leizhenzi," which targets core application scenarios such as coal, gravel, containers, and steel, featuring the world's first end-to-end multi-modal L4 autonomous driving solution for heavy trucks [4] - Meituan has entered public testing for its first AI IDE product, Meituan CatPaw, which focuses on agent-driven programming and supports features like code completion and project debugging [5] Group 4: Financing Activities - Blue Solid (Changzhou) New Energy Co., Ltd. has completed a 200 million RMB Series B financing round, with investors including Suining Industrial Investment and Jiu Zhi Capital [6][9] - Xingneng Xuanguang has completed a multi-billion RMB Pre-A financing round led by Ant Group, with plans to enhance its facility performance and expand its team to advance its unique fusion energy technology [8] Group 5: Industry Insights - Citigroup analysts predict a strong potential demand for batteries in the coming years, forecasting a 31% year-on-year growth in battery demand by 2026 [10] - The National Development and Reform Commission of China emphasizes the need for state-owned enterprises to open their main business scenarios to attract participation from private SMEs and research institutions [10] Group 6: Technological Developments - China successfully launched 13 low-orbit satellites for satellite internet, marking a significant advancement in its commercial space capabilities [11] - The National Development and Reform Commission and the National Energy Administration have outlined plans for a new power system that accommodates a high proportion of renewable energy by 2035 [11]

（文章来源：每日经济新闻） 利通电子（603629.SH）11月7日在投资者互动平台表示，总体上看算力业务已经发展成公司的重要主 业，是公司未来的主要利润贡献源泉。目前在执行的算力云服务合同期限都在36个月以上。 每经AI快讯，有投资者在投资者互动平台提问：三季度看公司算力租赁业务是否预示着步入正轨，按 月回款规模越来越大形成持续稳定的收入？公司是不是都是签的3年及以上的合同 ...

Core Viewpoint - The company plans to acquire 95% of Fujian Shuchan Ming Shang Technology Co., Ltd. for 184.61 million yuan, marking a strategic move to deepen its focus on intelligent computing services [1] Group 1: Transaction Details - The acquisition involves 51% of the equity held by Fujian Big Data Industry Investment Holding Co., Ltd. and 44% held by Shanghai Daming City Enterprise Co., Ltd., structured as a related party transaction without major asset restructuring [2] - The transaction price is based on an assessed value of 194.33 million yuan as of December 31, 2024, ensuring fairness in pricing [2] - Payment will be made in three phases: 30% within five working days after the agreement, 60% upon asset delivery, and the remaining 10% within 15 days post-delivery [2] Group 2: Business Synergy - Fujian Shuchan Ming Shang, established in May 2024, focuses on computing services, data services, and intelligent services, with a core asset being a smart computing center project valued at 550 million yuan [3] - The smart computing center, a significant infrastructure project, was completed and operational by September 2024, achieving a computing capacity of 2000P [3] - The company reported rapid revenue growth, with 34.11 million yuan in revenue and 3.71 million yuan in net profit for 2024, increasing to 59.69 million yuan in revenue and 6.09 million yuan in net profit in the first seven months of 2025 [3] Group 3: Strategic Industry Positioning - The company is enhancing its strategic layout in the intelligent computing sector, responding to the growing market demand driven by advancements in artificial intelligence across various industries [4] - IDC forecasts that China's intelligent computing scale will reach 1037.3 EFLOPS by 2025 and 2781.9 EFLOPS by 2028, indicating significant growth potential in the computing industry [4] - Following the acquisition, the company plans to optimize governance structures and strengthen its competitive edge in AI computing infrastructure, laying a solid foundation for high-quality development [4]