【协创数据：拟采购1.5亿元固态硬盘材料 用于生产自用数据存储服务器】智通财经9月25日电，协创数 据(300857.SZ)公告称，公司拟向供应商采购总金额预计1.5亿元的固态硬盘材料，用于生产制造自用的 数据存储服务器。此次交易不构成重大资产重组或关联交易。本次采购固态硬盘材料系公司日常经营需 要，主要用于生产制造自用的数据存储服务器，本次交易完成后，将促进公司存储服务的大力发展，为 公司持续智算综合体发展提供了必要的要素支撑。 转自：智通财经 ...

本次采购固态硬盘材料系公司日常经营需要，主要用于生产制造自用的数据存储服务器，本次交易完成 后，将促进公司存储服务的大力发展，为公司持续智算综合体发展提供了必要的要素支撑。 协创数据（300857）(300857.SZ)发布公告，公司根据经营发展需要，拟向供应商(简称"X")采购固态硬 盘材料，并签署相关采购合同，采购合同总金额预计1.5亿元。 ...

Core Viewpoint - The company plans to purchase solid-state drive materials for a total amount of 150 million yuan to support its data storage server production, which is part of its daily operations and aims to enhance storage service development [1] Summary by Categories Transaction Details - The transaction does not constitute a major asset restructuring or related party transaction and has been unanimously approved by the board of directors [1] - The funding for the transaction will come from the company's own funds, with payment made via bank transfer after goods are received and inspected [1] Financial Impact - This procurement is part of the company's routine operations and is not expected to have a significant impact on its financial status [1] - Cumulatively, the company has reached a total asset purchase amount of 2.217 billion yuan within the last 12 months, meeting the threshold for shareholder meeting review [1]

Core Points - Major shareholder Huang Zitai reduced his stake in the company by selling 2.1866 million shares between July 30, 2025, and September 25, 2025, which represents 0.9962% of the total share capital [1] - After the reduction, Huang's holdings decreased from 11.7702 million shares to 9.5836 million shares, lowering his ownership percentage from 5.3624% to 4.3662% [1] - The share reduction plan has been fully implemented, and the actual number of shares sold did not exceed the planned amount [1]

Core Viewpoint - The article highlights the strong performance of the Shenzhen Composite Index, driven by the robust growth of technology stocks, particularly in the AI sector and other emerging industries [4]. Market Performance - The Shenzhen Composite Index reached a new high, outperforming the Shanghai market, with the ChiNext Index leading the three major indices due to strong performance in technology growth stocks [4]. - The market saw a total trading volume of 2.3 trillion yuan, reflecting a 1.9% increase, indicating high overall market activity and participation enthusiasm [7]. Sector Analysis - Key sectors showing strength include CPO (light modules), liquid-cooled servers, AI applications, gaming and media, certain renewable energy stocks, and non-ferrous metals [5]. - Conversely, sectors such as precious metals, port shipping, oil and gas extraction, textiles, agriculture, home appliances, banking, liquor (baijiu), and real estate exhibited weak performance [5]. Capital Flow - There was a net outflow of funds from major players, while retail investors showed a net inflow, indicating a shift in investment strategies [8]. - Institutional investors are favoring technology and high-end manufacturing sectors driven by policy support and high economic activity, with significant capital flowing into power equipment, computer devices, and digital economy sectors [8]. Investor Sentiment - Retail investor sentiment is at 75.85%, with a notable portion of investors increasing their positions (30.74%) while others are reducing their holdings (21.34%) [9][12]. - The overall sentiment reflects a cautious optimism among retail investors, with many actively participating in the market despite the mixed performance of various sectors [9].

Group 1 - The stock of Inspur Information reached the daily limit, with a turnover rate of 9.55% and a total transaction amount of 10.353 billion yuan, showing a fluctuation of 9.87% [1] - Institutional net buying amounted to 130 million yuan, while the Shenzhen Stock Connect recorded a net buying of 181 million yuan, leading to a total net buying of 375 million yuan from various trading seats [1][2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 9.85%, with the top five trading seats contributing a total transaction of 2.179 billion yuan, resulting in a net buying of 686 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 5.151 billion yuan, with a financing balance of 5.145 billion yuan and a securities lending balance of 5.6902 million yuan [2] - Over the past five days, the financing balance increased by 81.577 million yuan, reflecting a growth rate of 1.61%, while the securities lending balance decreased by 2.6153 million yuan, indicating a decline of 31.49% [2] - The main capital inflow for the stock was 1.948 billion yuan, with a significant single order inflow of 2.398 billion yuan, while large orders saw an outflow of 450 million yuan [2]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 电源计算机领涨 A 股小幅整理 ——市场分析 证券研究报告-市场分析 发布日期：2025 年 09 月 25 日 投资要点： ◼ A 股市场综述 相关报告 《市场分析：电池半导体领涨 A 股震荡上行》 2025-09-24 《市场分析：金融基建行业领涨 A 股宽幅震 荡》 2025-09-23 11792 《市场分析：成长行业领涨 A 股小幅上行》 2025-09-22 联系人： 李智 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18楼 地址： 上海浦东新区世纪大道 1788 号 T1 座 22 楼 周四（09 月 25 日）A 股市场冲高遇阻、小幅震荡整理，早盘股指低 开后震荡上行，盘中沪指在 3866 点附近遭遇阻力，午后股指维持震 荡，盘中电源设备、游戏、计算机设备以及有色金属等行业表现较 好；贵金属、珠宝首饰、航运港口以及燃气等行业表现较弱，沪指 全天基本呈现小幅震荡整理的运行特征。创业板市场周四震荡上 行，创业板成分指数全天表现强于主板市场。 ◼ 后市研 ...

证券之星消息，9月25日计算机设备板块较上一交易日上涨2.52%，纳思达领涨。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002180 | 纳恩达 | 25.26 | 10.02% | 59.88万 | | 14.54亿 | | 000977 | 浪潮信息 | 76.05 | 9.99% | 140.38万 | | 103.53亿 | | 300270 | 中威电子 | 11.57 | 7.13% | 86.45万 | | 9.93亿 | | 688307 | 中润光学 | 40.78 | 6.78% | 13.96万 | | 5.79亿 | | 610509 | 中科曙光 | 125.50 | 6.76% | 97.60万 | | 120.10亿 | | 000997 | 新大陆 | 28.70 | 4.90% | 43.99万 | | 12.76 ...

每经AI快讯，9月25日，浪潮信息涨停，成交额103.53亿元，换手率9.55%，盘后龙虎榜数据显示，深股 通专用席位买入5.56亿元并卖出3.75亿元，1家机构专用席位净买入1.34亿元，有1家机构专用席位净卖 出349.52万元。 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is a global leader in digital maintenance, with its intelligent source business becoming a high-growth second development curve. The AI + robotics integrated solutions are expected to create a third development curve for the company [4] - The company has achieved significant recognition in North America, ranking first in both TPMS sensors and diagnostic tools, solidifying its leadership position in the digital maintenance sector [5] - The company is expected to see strong revenue growth, with projected net profits for 2025-2027 at 804 million, 1.013 billion, and 1.246 billion yuan, respectively [4] Financial Summary - The total revenue for 2023 is 3.251 billion yuan, with a year-on-year growth of 43.5%. The revenue is projected to reach 4.801 billion yuan in 2025, reflecting a growth rate of 22.1% [8] - The net profit for 2023 is 179 million yuan, with a significant year-on-year increase of 75.7%. The net profit is expected to grow to 804 million yuan in 2025, representing a growth of 25.5% [8] - The company's gross margin is projected to improve slightly from 54.7% in 2023 to 55.9% in 2027 [8] Market Opportunities - The global automotive market has over 1.4 billion vehicles, with a significant portion in the U.S. and Europe requiring TPMS installations due to regulatory mandates. The global TPMS market is expected to exceed 5 billion USD by 2025 [6] - The company is also involved in supporting the largest electric bus charging hub in Cape Town, South Africa, indicating potential growth in emerging markets [7]