Group 1 - The company held an online performance briefing on May 16, discussing the progress of its computing power resources, which are divided into co-construction and computing network access models [1] - In the co-construction model, the company leases IDC cabinets and purchases its own computing servers, storage devices, and network equipment, entrusting IDC service providers for equipment hosting [1] - The "Inner Mongolia New Computing Power Base" is a data center and computing center constructed by Inner Mongolia Xindongjitai Technology Co., Ltd. in the Hohhot New District, serving as one of the company's computing service suppliers [1] Group 2 - The company introduced the "Computing Sea Plan," aimed at building ultra-large-scale single clusters for model training in collaboration with computing construction partners [1] - The first phase of the "Computing Sea Plan" is set to go live in May 2024, with basic infrastructure construction nearly completed and multiple partners, including the company, already utilizing the facilities [1] - Regarding the Hainan underwater computing power project, the company announced the completion of the underwater intelligent computing cabin on February 18, 2025, marking the official launch of the underwater computing center [2] Group 3 - The company leverages its experience in operating ultra-large-scale computing clusters and autonomous intelligent management technology to provide comprehensive operational support for the underwater computing center [2] - In the context of carbon neutrality and the era of artificial intelligence large models, the demand for intelligent computing power is increasing, prompting service providers to consider sustainable computing service supply systems [2] - The underwater data center represents a new type of computing infrastructure, utilizing seawater as a natural cooling source, which inherently possesses green, low-carbon, and sustainable characteristics [2]

Core Viewpoint - Weihai is leveraging technological innovation to enhance the development of new quality productivity while upgrading traditional industries and expanding emerging sectors [1][2]. Group 1: High-tech Industry Development - In the previous year, Weihai's high-tech industry output value accounted for 73.47% of the total, maintaining the top position in the province [2]. - The city has implemented an innovation-driven development strategy, enhancing the effectiveness of its technological innovation system and promoting deep integration of technological and industrial innovation [2]. Group 2: Traditional Industries - Traditional industries such as shipbuilding, textiles, and tire manufacturing play a crucial role in Weihai's economic development, serving as a foundation for new industries and quality productivity [4]. - The launch of the digital green smart factory project by China Merchants Industry in Weihai marks a significant advancement in the shipbuilding sector, with a total contract value of 15 billion yuan and production plans extending to 2028 [3]. Group 3: New Quality Productivity - Weihai is focusing on both consolidating traditional industries and fostering new ones, with significant advancements in the carbon fiber and composite materials sector led by Guangwei Group [5]. - The carbon fiber industry park in Weihai has attracted over 40 projects, forming a complete industrial chain that extends into high-end civilian fields [5]. Group 4: Strategic Emerging Industries - Weihai has established four provincial-level strategic emerging industry clusters, including new generation information technology and high-end equipment for offshore wind power [6]. - The city is actively enhancing its industrial clusters through innovation chain deployment and increasing financial support for technological innovation [6]. Group 5: Future Industry Planning - Weihai is proactively planning for future industries, focusing on life sciences and artificial intelligence, with specific attention to unmanned equipment manufacturing and industrial internet [8]. - The city aims to develop a smart manufacturing base for unmanned equipment and promote differentiated development across five digital economy parks [8].

Group 1 - The core viewpoint of the news is the significant advancements in Guangxi's computing power infrastructure and the establishment of the Guangxi Computing Power Alliance, which aims to enhance digital transformation and economic development in the region [1][2][3] Group 2 - The Guangxi Computing Power Network Development Report (2024) was released, highlighting the region's comprehensive policy support and significant achievements in computing power development [1] - Guangxi's infrastructure has seen a notable upgrade, with the establishment of key internet backbone points and a projected cross-border network transmission capacity of 5 Tbps by 2025 [1] - The total design scale of data center racks in Guangxi reached 164,000 by the end of 2024, representing a 172% increase compared to the end of 2022 [1] - The total computing power scale reached 3.28 EFlops, a 546% increase from the end of 2022, with five super-large data centers established [1] Group 3 - The computing power layout in Guangxi is gradually improving, with a focus on providing inclusive computing power infrastructure across all 14 cities in the region [2] - The Guangxi Computing Power Scheduling Platform was introduced, which integrates distributed computing power nodes and utilizes cross-domain scheduling algorithms for intelligent resource integration [2] - The platform is expected to reduce computing power usage costs by 35% and enhance innovation efficiency by 50% for enterprises [2] Group 4 - The Guangxi Computing Power Alliance aims to position itself as a "China-ASEAN Computing Power Hub," promoting the integration of computing resources with diverse scenarios to foster innovation [3] - The alliance emphasizes the importance of building a new ecosystem that empowers various industries through computing power, contributing to the digital economy's growth in Guangxi [3]

Core Viewpoint - The company, Hongjing Technology, has significantly expanded its computing power business in 2023, focusing on the artificial intelligence industry and securing large orders, indicating a strong market position and growth potential [1][2][3] Group 1: Contractual Agreements - On May 14, 2023, Hongjing Technology signed a contract with Company Y for a total amount of approximately 563 million yuan (including tax) over five years, providing server and network services [1] - On March 12, 2023, the company signed another contract with Company Y for a total of 721 million yuan (including tax) over five years [2] - The company has signed multiple contracts this year, including a 161 million yuan contract with Company X on March 19, and a framework agreement with China Mobile for up to 312 million yuan [2] Group 2: Financial Performance - In the first quarter of 2023, Hongjing Technology reported a revenue of 489 million yuan, a year-on-year increase of 958.26%, and a net profit of 21.65 million yuan, up 334.14% [3] - The company achieved a net operating cash flow of 13.1 million yuan, reflecting a year-on-year growth of 106.25% [3] Group 3: Market Performance - The stock price of Hongjing Technology has shown an upward trend throughout the year, with a reported price of 98.50 yuan per share on May 15, 2023, despite a daily drop of 9.17% [3] - Year-to-date, the stock has increased by approximately 250.78%, with a total market capitalization of 10.8 billion yuan [3]

Market Overview - The market experienced a significant decline with a large reduction in trading volume, as the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index fell by 0.68%, 1.62%, and 1.91% respectively, with over 3,800 stocks declining and only about 1,400 stocks rising [3] - The total trading volume for the two markets was only 1.15 trillion [3] Sector Performance - The "Ergothioneine" concept stocks surged, with companies like Bavi Co., Chuaning Bio, and Tuoxin Pharmaceutical hitting the daily limit up [6] - The cosmetics and synthetic biology sectors also saw collective gains, with several stocks reaching their daily limit [7] - The textile and dyeing sectors performed well, with stocks like Yingfeng Co. and Suzhou Longjie achieving multiple consecutive gains [3] - Other sectors such as food, beverages, and agricultural planting showed localized strength, while cross-border payment, computing power, fintech, and magnetic levitation compressor sectors faced significant declines [3] Ergothioneine Concept - The emergence of the "Ergothioneine" concept was sudden, reportedly driven by a viral post claiming a 60-fold increase in sales [8] - A week prior, media coverage of a promotional video featuring the chairman of Kelun Pharmaceutical, showcasing his physique at 75 years old, contributed to the hype [8][9] - Despite the surge in related stocks, Kelun Pharmaceutical itself only saw a modest increase of less than 3% [10] - The phenomenon is characterized as a "manufactured concept," similar to previous trends that have emerged in the market [11][12] Shipping Sector - Following two days of significant gains, media reports highlighted a "90-day window period" leading to a surge in shipping demand, with some companies experiencing price increases of 20% [17] - Stocks in the shipping and port sectors initially opened strong but later retreated, with overall gains of 0.2% and 0.51% respectively [19] Technology Sector - Hongjing Technology announced a contract worth 563 million for server and computing power services, which is seen as positive news [21] - However, the stock experienced a decline of over 9% following a significant prior increase, indicating market skepticism [21] Focus on Strong Stocks - The market saw a widespread decline, but certain "stronghold stocks" continued to perform well, with notable gains in stocks like Yuzhisanxia and Huafang Co. [24] - The market behavior reflects extreme volatility, with some stocks experiencing significant gains while others struggle [24]

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 | | --- | --- | --- | --- | --- | --- | ...