设备租赁

Search documents
从3个涨停到2个跌停!海南华铁36.9亿算力大单“蒸发”,22万股东惨被割
Sou Hu Cai Jing· 2025-10-10 08:54
36.9亿的算力大单,说没就没了!这究竟是真实的商业合作,还是一场精心编排的资本大戏? 不仅如此,签了36.9亿的大单,海南华铁硬是连客户是谁都不肯说,只以"商业秘密"为由拒绝披露,但 海南华铁似乎忘了保障投资者知情权同样是其不可推卸的责任。 市场反应也是立竿见影,节后开盘海南华铁的股价直接一字跌停,10月10号继续跌停。截至今年6月30 日,海南华铁股东户数为22.49万户,这一下,海南华铁的二十多万股东怕是又要"关灯吃面"了。 有意思的是,就在海南华铁宣布终止合同的同一天,董事胡丹锋也宣布终止原定的减持计划。不过,这 波"危机公关"显然没能挽回人心,网友一针见血地评论:"戏都演完了,才想起来救场?" 结果呢?热闹了7个月,一单没成交,一分钱没见到!国庆前夜,海南华铁一纸公告说:合同终止了! 理由?"市场环境变了"+"没收到订单"。好家伙,这解释,堪比把一切不顺都归结为"水星逆行"一样。 更魔幻的是,合同里白纸黑字写着:如果对方违约,海南华铁可获赔20%违约金,整整7个多亿! 但海 南华铁偏要主动解约,分文不取。引得网友纷纷怀疑"这合同是真的还是假的?" 说到这海南华铁,原本主业是设备租赁,高空作业平台、叉 ...
36.9亿算力订单突遭终止,原实控人急转增持,海南华铁算力转型迷雾重重
Tai Mei Ti A P P· 2025-10-10 06:20
9月30日晚间,海南华铁(603300.SH)公告称,子公司华铁大黄蜂与杭州X公司签署的36.9亿元《算力 服务协议》正式终止。这份曾推动公司股价飙升近3倍的巨额订单,在签署后的7个月内始终处于"零交 付、零成本、零履行"的诡异状态。 同日,上交所就此事向公司及"董监高"火速下发监管函,明确就重大合同终止事项提出监管要求。 更令人意外的是,短短数日后,原实控人胡丹锋宣布终止原定最高套现4.85亿元的减持计划,转而承诺 在未来1个月内以3000万至5000万元增持股份。这一从"大幅减持"到"紧急增持"的极端转变,引发了对 这份神秘订单背后真相的深层质疑。 一纸协议,股价飙涨,谁在获益? 时间回溯到2025年3月,彼时,海南华铁高调宣布子公司与杭州X公司签署《算力服务协议》,合同金 额高达36.9亿元(含税),服务期为5年。这份协议在当时被视为海南华铁转型算力服务领域的重大突 破。 公司曾表示,该合同履行预计"有利于拓展公司算力服务业务的市场,提升公司的盈利能力及核心竞争 力"。按照当时预测,该合同执行后预计平均每年产生营业收入约7亿元。以海南华铁2024年全年营收 51.71亿元计算,该订单金额相当于公司全年营 ...
36.9亿元算力大单“消失”,海南华铁一字跌停
Huan Qiu Lao Hu Cai Jing· 2025-10-09 07:04
10月9日,海南华铁开盘一字跌停。截至发稿,每股报8.71元,公司市值已回落至173.9亿元。而造成此 次股价大幅下跌的是海南华铁9月30日披露的一则公告。 公告显示,海南华铁子公司华铁大黄蜂与杭州X公司签订的为期五年,总金额36.9亿元算力服务协议正 式终止。终止的原因为"原协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化,且协 议签订以来未收到任何采购订单。" 而此前,胡丹锋计划在9月8日至12月7日期间减持不超过4423万股,减持比例不超过公司总股本的 2.22%。不过,胡丹锋并未进行任何减持。目前,胡丹锋仍持有8.89%股份,是其第二大股东。 海南华铁表示,协议终止未产生实际采购成本或资本性支出,对经营成果无实质性影响。实际上,其跨 界布局算力领域一直备受市场争议。 海南华铁的前身为华铁应急,主营业务为高空作业平台、建筑支护设备租赁等。2024年5月,公司控股 股东变更为海南海控产业投资有限公司后,随即宣布拟投资10亿元开展智能算力业务,向客户提供GPU 级高端算力资源租赁及增值技术服务。此外,还陆续布局了低空经济、RWA资产代币化等新质生产力 领域。 目前,设备租赁业务仍是其营收的主要来 ...
A股公司突发公告:减持改增持
Zheng Quan Shi Bao· 2025-10-08 22:43
海南华铁表示,截至公告披露日,原协议尚未履行且与X公司无其他正在履行的算力协议,本次未产生实际的采购成本或资本性支出,亦未进行设备交付 及验收环节,未对公司的当期经营成果、财务状况及现金流量产生任何实质性影响。 海南华铁称,此次终止的为日常经营合同,合同终止不影响公司正常的生产经营,不会影响公司在算力领域的长期部署和战略规划。公司将继续推进算力 业务落地,积极拓展合作伙伴,把握算力发展的重要机遇。请广大投资者理性投资,注意投资风险。 上述超级大单曾造就了海南华铁股票一波大涨行情。 超级大单告吹后,不减持改增持了! 10月8日晚间,海南华铁公告称,公司持股5%以上股东、董事及总经理胡丹锋决定终止减持计划;并计划自公告披露之日起1个月内,使用其自有资金或 自筹资金,以集中竞价的方式增持公司股份,合计拟增持金额不低于3000万元(含)且不超过5000万元(含)。本次增持计划不设定价格区间。 值得注意的是,此前的9月30日晚间,海南华铁发布公告称,全资子公司华铁大黄蜂与杭州X公司签署的《算力服务协议》终止。当晚上交所火速向海南 华铁及其董监高下发监管函,就公司重大合同终止相关事项明确监管要求。 具体来看,海南华铁全资 ...
刷屏!A股公司,突发公告:减持改增持!
券商中国· 2025-10-08 15:32
超级大单告吹后,不减持改增持了! 10月8日晚间,海南华铁公告称,公司持股5%以上股东、董事及总经理胡丹锋决定终止减持计划;并计划自公告披露之日起1个月内,使用其自有资金或自 筹资金,以集中竞价的方式增持公司股份,合计拟增持金额不低于3000万元(含)且不超过5000万元(含)。本次增持计划不设定价格区间。 值得注意的是,此前的9月30日晚间,海南华铁发布公告称, 全资子公司华铁大黄蜂与杭州X公司签署的《算力服务协议》终止 。当晚上交所火速向海南华 铁及其董监高下发监管函,就公司重大合同终止相关事项明确监管要求。 具体来看,海南华铁全资子公司海南华铁大黄蜂建筑机械设备有限公司(以下简称"华铁大黄蜂")于2025年3月与杭州X公司(以下简称"X公司")签署了 《算力服务协议》,约定华铁大黄蜂向X公司提供算力服务,算力服务期为5年, 合同预计总金额为36.9亿元(含税) 。 海南华铁9月30日公告 称,鉴于上述协议所涉交易及设备的市场环境及供需情况已较签署时发生较大变化,且协议签订以来未收到任何采购订单,华铁大黄 蜂于近日向X公司出具《关于解除<算力服务协议>的函》,后续X公司无需向华铁大黄蜂支付原协议所载价款, ...
国庆前夜,36.9亿元算力合同告吹!
是说芯语· 2025-10-01 00:36
Core Viewpoint - The termination of the "Computing Power Service Agreement" between Hainan Huatie and Company X reflects significant changes in market conditions and demand since the contract was signed, leading to no procurement orders being received [1][5]. Group 1: Contract Termination - Hainan Huatie announced the termination of the "Computing Power Service Agreement" with Company X, which was originally signed in March for a total amount of 3.69 billion yuan (including tax) over a service period of five years [1][5]. - The company issued a letter to Company X regarding the termination, citing changes in market conditions and the lack of procurement orders since the agreement was signed [5]. Group 2: Business Overview - Hainan Huatie primarily engages in equipment leasing, with a focus on engineering equipment services and intelligent computing business [5]. - The engineering equipment rental services include high-altitude work platforms, forklifts, heavy-duty drones, and various other machinery [5]. Group 3: Future Plans and Investments - The company plans to invest 1 billion yuan in the construction of an intelligent computing center, aiming to provide high-end computing resource leasing and value-added technical services [5]. - The intelligent computing center will involve the procurement of chips and servers, and will collaborate with universities and research institutions in various fields such as AI, autonomous driving, and high-end manufacturing [5][6]. Group 4: Financial Performance - In the first half of the year, Hainan Huatie achieved total revenue of 2.805 billion yuan, representing a year-on-year increase of 18.89%, and a net profit of 341 million yuan, up 1.85% year-on-year [7]. Group 5: International Expansion - Hainan Huatie is planning to list on the Singapore Stock Exchange to promote its international strategy and enhance its competitiveness and brand influence [9]. - The company aims to accelerate the implementation of its computing power overseas strategy, particularly in Southeast Asia [9].
海南华铁近37亿元算力订单突然终止!交易所出手!
Zheng Quan Shi Bao· 2025-10-01 00:19
Core Viewpoint - Hainan Huatie's subsidiary terminated a 3.69 billion yuan computing power service agreement due to market changes and lack of purchase orders, prompting regulatory scrutiny from the Shanghai Stock Exchange [2][4][6] Group 1: Contract Termination - The computing power service agreement was originally signed in March for a five-year term, with an expected annual revenue of approximately 700 million yuan [4][6] - The termination was attributed to significant changes in market conditions and supply-demand dynamics since the contract was signed, with no purchase orders received [6][7] - The company confirmed that the termination of this routine business contract would not impact its normal operations or long-term strategic plans in the computing power sector [7] Group 2: Company Strategy and Operations - Hainan Huatie has been focusing on expanding its computing power services and has established a digital technology division to enhance its capabilities in the AI industry [7] - The company has reported delivering computing power assets exceeding 1.4 billion yuan as of the end of the reporting period [7] - Hainan Huatie's business primarily involves equipment leasing, with a focus on engineering equipment services and intelligent computing services [7]
603300大利空:36.9亿元大单告吹,交易所火速发函
Mei Ri Jing Ji Xin Wen· 2025-09-30 23:33
海南华铁(603300.SH)子公司36.9亿元算力大单宣布告吹。 9月30日晚间,海南华铁披露公告称,子公司海南华铁大黄蜂建筑机械设备有限公司(以下简称华铁大 黄蜂)与杭州某公司签订的算力服务合同解除(合同预计含税总金额36.9 亿元)。 3月4日,海南华铁公告称,华铁大黄蜂与杭州某公司签订算力服务协议,约定为后者提供算力服务,服 务期5年。 彼时,海南华铁在公告中称,该合同的履行预计有利于拓展公司算力服务业务的市场,提升公司的盈利 能力及核心竞争力,促进公司的长远发展,符合公司整体发展战略。合同履行期限较长,预计平均每年 产生营业收入约7亿元。 但同时,海南华铁也做出风险提示:算力合同对应的设备尚未采购,由于相关产品受到市场环境、行业 政策等影响较大,公司可能面临采购难度加大或供应商无法持续稳定供货的风险,进而可能导致合同未 能如期顺利履行。 从结果来看,半年时间过去,这个备受外界关注的36.9亿元大单未能产生营收。华铁大黄蜂也据此向杭 州某公司出具解约函。 因自始至终未产生任何订单,华铁大黄蜂也未产生实际的采购成本或资本性支出,亦未进行设备交付及 验收环节,未对上市公司的当期经营成果、财务状况及现金流量 ...
603300,大利空!36.9亿元大单告吹,交易所火速发函
Mei Ri Jing Ji Xin Wen· 2025-09-30 16:43
Core Viewpoint - The contract worth 3.69 billion yuan for computing power services between Hainan Huatie's subsidiary and a company in Hangzhou has been terminated due to significant changes in market conditions since the agreement was signed [1][2]. Group 1: Contract Details - The computing power service contract was originally signed on March 4, with a service period of five years, expected to generate an average annual revenue of approximately 700 million yuan [1]. - The termination of the contract was prompted by the lack of any procurement orders and changes in the market environment affecting the transaction and equipment involved [1][2]. Group 2: Financial Impact - The termination of the contract has not resulted in any revenue generation, procurement costs, or capital expenditures for Hainan Huatie, and has not materially affected the company's current operating results, financial condition, or cash flow [2]. - The company stated that the termination of this routine business contract will not impact its normal production operations or long-term strategic planning in the computing power sector [2]. Group 3: Company Overview - Hainan Huatie primarily engages in equipment leasing, with key products including aerial work platforms, forklifts, and heavy-duty drones, while also developing computing power leasing services [3].
36.9亿元算力合同告吹!公司收监管函
Zhong Guo Zheng Quan Bao· 2025-09-30 15:45
Group 1 - Hainan Huatie announced the termination of the "Computing Power Service Agreement" with Company X, which was originally signed for a contract amount of 3.69 billion yuan over a service period of 5 years [1] - The termination was attributed to significant changes in the market environment and supply-demand situation since the agreement was signed, with no purchase orders received since then [1] - Hainan Huatie primarily engages in equipment leasing and has expanded into intelligent computing services, focusing on providing comprehensive solutions for computing power [1] Group 2 - The company plans to invest 1 billion yuan in building a computing power center, aiming to provide high-end GPU-level computing resources and value-added technical services [2] - The computing power center will involve procurement of chips and servers, and will collaborate with universities and industries such as AI, autonomous driving, and high-end manufacturing [2] - As of March 2025, Hainan Huatie has signed computing power service agreements totaling 6.67 billion yuan, with over 900 million yuan in asset delivery completed [2] Group 3 - In the first half of the year, Hainan Huatie achieved total revenue of 2.805 billion yuan, a year-on-year increase of 18.89%, and a net profit of 341 million yuan, up 1.85% [3] - The company is planning to list on the Singapore Stock Exchange to enhance its international strategy and accelerate the establishment of overseas computing power centers [3]