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

一、为什么有算力生态超市？ 在数字化浪潮中，算力已成为推动企业发展的核心动力。《"十四五"数字经济发展规划》提出构建全国 一体化算力网络体系等举措，为算力产业发展提供政策支持和广阔空间。沙利文预测2027年中国智能算 力总规模将升至1.5亿元，大模型的兴起成为这一增长的关键驱动力。 然而，当前算力市场面临诸多挑战，严重阻碍企业数字化转型。算力成本高、获取难、分配不均，AI 大厂存在"峰谷差"，裸金属交易资源错配、流程繁琐。此外，市场交易以批发大宗为主，灵活性不足， 难以满足多样化的需求。响应速度也较慢，企业急需算力时难以及时获得，增加成本且易错失机遇。 为解决这些行业痛点，天罡智算"算力生态超市"应运而生，以创新的模式为企业提供一站式算力解决方 案，助力企业在数字化时代实现快速发展。 （二）AI市场——"智慧商品货架区" 传统超市的智慧商品货架摆放着前沿科技产品，为人们的生活带来便捷。"算力生态超市"的AI市场与之 相似，其核心"商品"为模型与数据集。自然语言处理领域的Llama、智能语音领域的Whisper、计算机视 觉领域的YOLO等，各搭配相应数据集，适配不同AI场景。 二、算力生态超市到底是什么？（算 ...

5月13日，央视大型专题纪录片《非凡匠人》之《智能时代之算力崛起》走进恒润股份（603985）旗下 子公司——润六尺科技。据介绍，面对人工智能爆发式发展，润六尺科技率先加大算力芯片投入，专注 GPU高性能计算研发，规划智算中心建设，将为全行业算力用户提供技术领先、安全高效的软硬件整体 解决方案作为公司发展方向。值得一提的是，润六尺科技交付的第一座智算中心，从签约到完成首期 1000P算力交付只用了50天。 据悉，目前润六尺科技已为互联网、金融、智能制造等领域的各类企业提供定制化算力支持。2024年， 该公司算力业务实现收入1.98亿元，同比增长2814.46%；2025年一季度，其算力业务实现收入2.50亿 元，已超过2024年全年水平，呈现出高速增长势头。 今年以来，面对DeepSeek开源技术催生出的大量本地化部署需求，润六尺科技与国内云计算巨头达成 战略合作，已在全国布局数千P以上算力规模。未来，润六尺科技将在算力底座的基础上向平台方向发 展，面向企业用户和个人用户提供丰富多样的应用场景。 银河证券研报指出，国产算力需求将长期保持高增趋势。恒润股份通过润六尺科技切入数字经济赛道， 以算力业务为新的增长点 ...

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]

算力是数字经济时代的新型生产力，正在加速数字经济与实体经济深度融合。记者从市数据局获悉， 《天津市算力券实施方案(试行)》昨天正式发布，旨在通过政策引导降低企业算力使用成本，加速人工 智能产品开发和产业数字化转型。 最高补贴200万元支持重点领域应用 算力券政策是落实国家数据基础设施建设部署的重要举措。近年来，国家发展改革委、国家数据局等部 门发布《关于深入实施"东数西算"工程加快构建全国一体化算力网的实施意见》，系统性推进算力设施 建设和应用，鼓励面向中小企业发放算力券，补贴降低企业算力使用成本。为发挥政策引导作用，助力 千行百业数字化转型和创新发展，去年以来，市数据局会同市财政局，组织开展调查研究，学习借鉴北 京、上海、贵州等省市经验，研究制定了天津市算力券政策措施。市数据局相关负责人表示，通过降低 企业算力门槛，加速人工智能、大数据分析、工程设计等领域的创新应用，更好地推动数字经济与实体 经济的深度融合。政策有效期两年，未来将根据实施效果动态调整。 企业"轻装上阵"发展人工智能应用 天津市人工智能计算中心CEO(首席执行官)孔祥朋对记者说："在人工智能发展的'三驾马车'(算法、算 力、数据)中，算力作为 ...

编号：2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 参与电光科技 2024 年年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 05 月 07 日（星期三）下午 15:00-17:00 | | | 东方财富路演 | | 地点 | （http://roadshow.eastmoney.com/luyan/4699252） | | | 董事长：石晓霞女士 | | 上市公司接待 | 副总经理、董事兼董事会秘书：曹汉君先生 | | 人员姓名 | 财务总监：陈爱微女士 | | | 独立董事：田永顺先生 1、问：请问公司领导未来对于煤炭防爆开关的增量市场空 | | | 间怎么看待？ 答：您好，感谢对公司的关注，矿用防爆开关受煤矿开采情 | | | 况以及煤炭企业效益影响而波动，另外随着智能矿山不断的 | | | 推进，对矿用防爆开关的智能化以及整体系统集成要求 ...

Group 1 - The actual controller of Dongfang Materials, Xu Guangbin, faces judicial auction of 7.0241 million shares, accounting for 3.49% of the total share capital, due to a share transfer dispute [1] - The auction is scheduled for June 3-4, 2025, with a starting price of 84.6686 million yuan and a deposit of 10 million yuan [1] - As of April 30, 2025, Xu holds 24.7669 million shares, representing 12.31% of the total share capital [1] Group 2 - Xu Guangbin's shares are also subject to other judicial auctions and passive reductions, with 4.03 million shares (2% of total shares) undergoing passive reduction and 13.5 million shares (6.71% of total shares) set for auction on May 12-13, 2025 [2] - If all auctions and reductions are completed, Xu's shareholding could drop to 1.34%, potentially changing the company's controlling shareholder [2] - The company is monitoring the situation closely and will fulfill its information disclosure obligations [2] Group 3 - Judicial enforcement reflects underlying debt issues, with Xu having overdue debts of approximately 45 million yuan and ongoing litigation involving around 1.279 billion yuan [3] - Dongfang Materials' main revenue comes from traditional businesses like inks and polyurethane adhesives, with a reported revenue of 436 million yuan in 2024, a year-on-year increase of 10.81% [3] - Despite expanding into computing power business, the company's net profit for 2024 was 13.9574 million yuan, a significant decline of 73.17% year-on-year [3]

计算机行业 行业研究 | 动态跟踪 透过财报看算力产业落地进度 核心观点 投资建议与投资标的 我们认为，从上市公司财报中，我们已经可以看出 AI 芯片与服务器行业受益于 AI 行业的 迅猛发展而呈现指标加速，此外，算力租赁服务企业订单的密集落地和预付账款的增 加，也预示着相关业务的落地指日可待，而 IDC 行业由于业务落地周期长，目前从行业 整体而言尚未看到财务数据变化但我们对前景也较为乐观。 风险提示 技术落地不及预期、政策落地不及预期、美国进一步制裁风险 国家/地区 中国 行业 计算机行业 报告发布日期 2025 年 05 月 05 日 看好（维持） | 浦俊懿 | 021-63325888*6106 | | --- | --- | | | pujunyi@orientsec.com.cn | | | 执业证书编号：S0860514050004 | | 陈超 | 021-63325888*3144 | | | chenchao3@orientsec.com.cn | | | 执业证书编号：S0860521050002 | | 宋鑫宇 | songxinyu@orientsec.com.cn | | | 执 ...