1、行情 今天莫名其妙出来了一个"麦角硫因"概念。 芭薇股份（30CM）、川宁生物（20CM）、拓新药业（20CM）、丽人丽妆、若羽臣、金达威、福瑞达纷纷涨停； 这些股票的大涨，带动化妆品板块其余个股走强。 哈三联、拉芳家化、华业香料（20CM）、青松股份（20CM）、丸美生物先后涨停； 市场全天缩量较大下跌的一天。 题材方面，"麦角硫因"概念爆发，芭薇股份（30CM）、川宁生物（20CM）、拓新药业（20CM）、丽人丽妆、若羽臣、金达威、福瑞达纷纷 涨停； 同时，化妆品、合成生物等集体跟涨，哈三联、拉芳家化、华业香料（20CM）、青松股份（20CM）、丸美生物先后涨停，上海家化、锦盛新 材、富士莱、嘉亨家化、华熙生物等集体走强； 纺织、印染板块走强，迎丰股份、苏州龙杰5连板，盛泰集团3连板，华纺股份逼近涨停再创短期新高，凤竹纺织、安正时尚等涨停； 另外，食品、饮料、农业种植等局部走强，跨境支付、算力、金融科技、磁悬浮压缩机等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.68%、1.62%、1.91%，市场超3800股下跌，1400余股上涨，两市成交量仅为1.15万亿。 2、麦角硫因 上海家化、锦盛 ...

Group 1: Financial Performance - The company's total orders for computing power services have exceeded 1.8 billion yuan, with an additional 460 million yuan in orders pending contract signing [2] - The decline in operating revenue for 2024 is primarily due to a significant drop in communication equipment business revenue, influenced by inventory reduction by telecom operators and increased market competition [3] - The company aims to ensure the delivery of existing computing power orders in the first half of 2025 and is actively pursuing new orders to enhance market share [3] Group 2: Strategic Initiatives - The company has identified computing power services as a core strategic direction, leveraging its technical expertise in communication equipment and deep collaboration with telecom operators [7] - Plans to expand the scale of computing power services include prioritizing the delivery of signed orders and negotiating additional service projects [4] - The company has signed a contract worth 135 million yuan for the 2025 Meituan channel recruitment project, which is expected to stabilize traditional business operations [4] Group 3: Research and Development - The company has developed a prototype of an AI companion robot and is preparing for the application of AI products [6] - Ongoing investments in R&D include projects for 5G wireless access network core products and new generation bearer network products, with completion expected in August 2024 [9] - The company is enhancing its core competitiveness by exploring AI applications and collaborating with strategic partners for intelligent robotics [10] Group 4: Market Position and Future Outlook - The company aims to become a significant player in the computing power service sector, addressing the rapid growth in demand for AI applications and cloud computing [7] - Future plans include establishing a rolling investment mechanism to ensure steady growth in computing power services [4] - The company is committed to improving shareholder returns through a stable and reasonable profit distribution policy [6]

【导读】特朗普称印度已提出取消对美产品关税不希望苹果在印度建厂 中国基金报记者泰勒 大家好，今天市场表现不佳，一起回顾下发生了什么事情。 特朗普称印度已表示愿意取消对美国产品的所有关税 5月15日，美国总统特朗普表示，印度已提出愿意取消对美国产品的关税，这一举措旨在达成一项有关进口税的协议。 特朗普在卡塔尔与商界领袖的一场活动中表示，印度政府"向我们提供了一项协议，基本上他们愿意对我们不征收任何关税"。 特朗普未透露印度方面这一提议的更多细节。 特朗普还表示，他曾与苹果公司首席执行官蒂姆·库克通话，劝阻他不要扩大在印度的生产。 特朗普谈到他与库克的对话时说："我对他说，我不希望你在印度建厂。" 特朗普表示，在他们的交流之后，苹果公司将"增加在美国的生产规模"。 黄金跳水 5月15日，金价盘中跳水，一度跌至一个多月以来的最低点，因投资者等待关键的美国通胀数据以判断美联储的政策走向，同时中美贸易 关系回暖削弱了黄金的吸引力。 分析称，由于中美之间的积极对话削弱了避险需求，今日盘中黄金的走势前景偏弱，如果美国公布的零售销售和生产者物价指数（PPI） 数据表现良好，黄金可能将面临更大下行压力。 美联储政策制定者目前维 ...

Group 1 - The central bank reported that M2 increased by 8% year-on-year to 325.17 trillion yuan, while M1 grew by 1.5% to 109.14 trillion yuan as of the end of April [1] - In the first four months, new RMB loans increased by 1.006 trillion yuan, with total loans reaching 269.54 trillion yuan, a year-on-year growth of 6.8% [1] - The average interest rate for new corporate loans in April was approximately 3.2%, down about 50 basis points from the previous year, indicating a favorable borrowing environment for businesses [2] Group 2 - The State Council has implemented a 0.5 percentage point reserve requirement ratio cut, providing approximately 1 trillion yuan in long-term liquidity to the market [2] - The National Development and Reform Commission held a meeting to gather opinions from private enterprises, emphasizing their resilience and confidence in the current economic environment [2] - The Ministry of Commerce announced measures to prevent illegal outflow of strategic minerals, highlighting the importance of regulatory oversight in this sector [6] Group 3 - China Rare Earth announced plans to advance internal and external asset integration and restructuring to align with industry consolidation and green transformation [7] - Vanke A received a loan of up to 1.552 billion yuan from its largest shareholder, Shenzhen Metro Group, to repay bond principal and interest [8] - Macroview Technology signed a contract worth 563 million yuan for computing power services, indicating growth in the tech service sector [9] Group 4 - Baofeng Energy plans to repurchase shares worth between 1 billion and 2 billion yuan, reflecting confidence in its stock value [9] - Xinhua Du is collaborating with Hong Kong Polytechnic University to establish an AI laboratory, aiming to enhance AI applications in business [9] - BeiGene's shareholder HHLR Fund reduced its stake to 4.89%, indicating a shift in ownership dynamics [10] Group 5 - ST United is planning to acquire a stake in Jiangxi Runtian Industrial, with shares suspended for trading, indicating potential growth through strategic acquisitions [12] - Shenghe Resources intends to acquire 100% of Peak Rare Earths Limited for approximately 742.6 million yuan, focusing on the development of the Ngualla rare earth project in Tanzania [12]

长江商报消息 ●长江商报记者 汪静 算力概念股海南华铁（603300.SH）正式抛出回购方案。 5月13日晚间，海南华铁发布公告称，计划耗资不低于2亿元且不超过3亿元回购公司股份，用于股权激 励或员工持股计划，增强投资者信心。 长江商报记者注意到，在算力概念的加持下，目前海南华铁股价处于年内高位。5月14日收盘，公司股 价收报12元/股，较1月末上涨约131%。 算力业务方面，海南华铁进展显著，2025年一季度新签算力订单41.95亿元，新交付算力资产4.88亿元。 在此基础上，一季度，公司营收净利重回双增长。 拟回购提振市场信心 5月13日晚间，海南华铁发布公告称，计划通过集中竞价交易方式回购股份，回购金额不低于2亿元且不 超过3亿元，回购价格上限为15.95元/股，预计回购数量在1254万股至1881万股，占公司总股本的0.63% 至0.95%。 对于本次回购原因和目的，海南华铁表示，为进一步稳定投资者对公司股票长期价值的预期，构建稳定 的投资者结构，增强投资者信心和提升公司股票长期投资价值，同时充分调动公司员工的积极性，有效 地将股东利益、公司利益和员工利益紧密结合在一起，促进公司健康可持续发展，回购股 ...

英伟达获沙特土豪大单，带动A股CPO、算力等AI相关板块集体大涨。 去年以来，宏景科技在算力服务领域备受客户认可，大额订单源源不断，成为A股当之无愧的"算力新秀"。 今日，算力个股宏景科技开盘拉升冲高，一度涨近16%，最高触及111.08元/股，股价再创历史新高，现回落至10%，最新总市值为116.8亿元。 拉长时间来看，去年2月，宏景科技的股价还处于底部位置，最低触及13.65元/股。 随后，宏景科技在一年多的时间里股价累计涨超420%，今日最高达111.08元/股。 如果以期间的最低价和最高价来看，宏景科技的股价已经翻了8倍多。 积极布局出海 资料显示，宏景科技成立于1997年，持续深耕AI、大数据、算力服务等数字化、智能化领域。 宏景科技希望以智慧城市为基底，以算力服务为支撑，以AGI应用场景的发展为突破，深化算力赋能行业应用，构建一体化算力服务体系，推动算力在更多 生产生活场景的应用落地，不断推动智慧城市的高质量发展。 | | ■ 显示全部数据 | | 单位:元 | | | | | | | | | 公中之史 - 行业平均 | | --- | --- | --- | --- | --- | --- | ...

Group 1 - The core viewpoint of the article emphasizes the emergence of the "Computing Power Ecological Supermarket" as a solution to the challenges faced in the computing power market, driven by the increasing demand for digital transformation and the rise of large models in AI [1][11] - The "Computing Power Ecological Supermarket" aims to provide a one-stop solution for enterprises, addressing issues such as high costs, difficulty in obtaining resources, and uneven distribution of computing power [1][3] Group 2 - The "Computing Power Ecological Supermarket" consists of three main components: the computing power market, AI market, and AI space, catering to diverse computing power needs of various enterprises [3][7] - The computing power market features a range of GPU models and offers customized rental services, allowing enterprises to efficiently manage their computing resources [5][4] - The AI market provides access to models and datasets for different AI applications, facilitating easy acquisition for large tech companies, SMEs, and research teams [7][9] Group 3 - The AI space serves as a knowledge hub, offering industry reports and professional articles to help decision-makers and AI practitioners stay informed about market trends and technological advancements [9][11] - The company plans to continuously expand its computing resources, enhance service quality, and introduce customized solutions to support digital transformation across industries [11]

Core Viewpoint - The rapid development of artificial intelligence has prompted Runliuqiche Technology, a subsidiary of Hengrun Co., to significantly invest in computing power chips, focusing on GPU high-performance computing and planning the construction of intelligent computing centers to provide leading technology and efficient hardware and software solutions for the industry [1][2]. Group 1: Company Overview - Runliuqiche Technology is a joint venture established in 2023 between Hengrun Co. and Shanghai Liuchi Technology Group, with Hengrun holding a 51% stake [1]. - The company leverages the core technological capabilities and operational experience of Shanghai Liuchi Group in AI intelligent computing center construction, specializing in GPU computing services [1]. Group 2: Business Performance - In 2024, Runliuqiche Technology's computing power business achieved revenue of 198 million yuan, representing a year-on-year growth of 2814.46% [2]. - In the first quarter of 2025, the company's computing power business revenue reached 250 million yuan, surpassing the total revenue for 2024, indicating a strong growth momentum [2]. Group 3: Service Offerings - As a professional computing power service provider, Runliuqiche Technology has built a comprehensive service system covering hardware supply, computing resource scheduling, and scenario-based solutions [2]. - The company collaborates deeply with leading global chip manufacturers to launch high-performance, multi-scenario adaptable server products in the GPU server field [2]. Group 4: Strategic Developments - In response to the local deployment demand generated by DeepSeek open-source technology, Runliuqiche Technology has formed strategic partnerships with domestic cloud computing giants and has established a computing power scale of thousands of P nationwide [2]. - The company aims to develop towards a platform direction based on its computing power foundation, providing diverse application scenarios for both enterprise and individual users [2]. Group 5: Market Outlook - According to a report by Galaxy Securities, the demand for domestic computing power is expected to maintain a high growth trend in the long term [2]. - Hengrun Co. is entering the digital economy sector through Runliuqiche Technology, establishing computing power as a new growth point and creating a "wind power + computing power" dual-driven growth model to lay a solid foundation for future growth [2].

Group 1: Business Performance and Financials - In Q1 2025, the company achieved revenue of 2,077.32 million yuan, a year-on-year increase of 18.11% [7] - The net profit attributable to shareholders in Q1 2025 was 169.21 million yuan, up 4.29% year-on-year [7] - Total assets as of March 31, 2025, reached 9,996.56 million yuan, reflecting a growth of 36.85% since the beginning of the year [7] Group 2: Strategic Initiatives and Market Position - The company plans to enhance its position in the AI and AGI sectors by increasing its investment in computing power services and cloud services [2] - The company has established a comprehensive platform for service robots, including advanced manufacturing capabilities such as robotic dogs and humanoid robots [2][4] - The company has obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing rental and cloud services [3] Group 3: Research and Development - R&D expenses have increased by 53.84%, with an expected revenue generation timeline of approximately 18 months from the start of investment [2] - The company is focusing on innovation and talent development, with increased investments in R&D and employee compensation [7] Group 4: Market Demand and Competition - The company is actively engaged in the computing power rental market, with a stable pricing strategy aimed at high-quality clients [8] - The expected return on investment for computing power rental services is reported to be between 28% and 35% [8] Group 5: Product Development and Future Outlook - The FCloud intelligent training platform was launched on January 24, 2025, and is expected to generate revenue in the future [9] - The company’s IoT smart terminal products achieved revenue of 2.259 billion yuan in 2024, marking a 60.82% year-on-year growth [9]

Group 1 - The company will hold its shareholders' meeting on May 20, 2025, at 14:30 in Hefei [1] - The agenda includes signing in, announcing the meeting's start, reading meeting rules, and voting on various proposals [1][2] - The meeting will feature both cumulative and non-cumulative voting proposals [1][4] Group 2 - In 2024, the company achieved a revenue of 436.15 million yuan, a year-on-year increase of 10.81% [4] - The operating costs for the same period were 314.46 million yuan, up 10.45% year-on-year [4] - The net profit attributable to shareholders, excluding non-recurring gains, was 11.36 million yuan, reflecting a significant increase of 78.99% [4][5] Group 3 - As of December 31, 2024, the company's total assets amounted to 874.01 million yuan, a 1.90% increase year-on-year [5] - The net assets attributable to shareholders were 702.88 million yuan, up 2.03% year-on-year [5] - The basic earnings per share decreased by 73.08% to 0.07 yuan [5] Group 4 - The company plans to maintain stable operations in traditional businesses while actively promoting its computing power business [5][8] - The board of directors held five meetings in 2024, reviewing 22 proposals [6] - The company emphasizes equal treatment of all shareholders and has improved participation convenience for minority shareholders through online voting [6] Group 5 - The company reported a cash inflow from operating activities of 22.99 million yuan, a decrease of 16.74 million yuan year-on-year [20] - Investment activities resulted in a cash outflow of 82.39 million yuan, primarily due to infrastructure and fixed asset investments [20] - Financing activities led to a cash outflow of 0.0127 million yuan, significantly less than the previous year's outflow of 30.18 million yuan [20] Group 6 - The company proposed a cash dividend of 0.50 yuan per share for 2024, totaling approximately 10.06 million yuan [15] - The company will not implement stock bonuses or capital increases this year [15] - The profit distribution plan aims to balance immediate and long-term shareholder interests [15] Group 7 - The company plans to apply for a total credit limit of up to 176 million yuan from financial institutions for operational needs in 2025 [21] - The credit will include various forms such as loans and bank guarantees [21] - The company will ensure that the actual credit amount aligns with operational requirements [21] Group 8 - The company intends to purchase liability insurance for its directors, supervisors, and senior management to mitigate operational risks [32] - The board seeks authorization from the shareholders' meeting to manage the insurance purchase process [32] - This initiative is in line with regulatory requirements to protect the interests of the company and its stakeholders [32]