南财智讯1月28日电，协创数据发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 105000.00万元—125000.00万元，同比预增51.78%—80.69%；预计2025年全年归属于上市公司股东的扣 除非经常性损益的净利润为101000.00万元—121000.00万元，同比预增50.45%—80.24%。业绩变动原因 说明：报告期内，公司持续聚焦"智能算力+数据存储+服务器再制造+AIoT智能终端"等业务方向，推动 重点产品放量与项目交付加速，带动营业收入规模快速增长。与此同时，公司加强供应链协同与交付管 理，规模效应逐步显现，盈利能力同比提升。业绩同比增长主要原因如下：（一）智能算力产品及服务 方面，公司把握行业算力基础设施建设需求增长机遇，持续推进算力服务器及集群解决方案落地。报告 期内，多个算力集群项目按计划完成交付及验收，算力相关收入实现高速增长。公司在交付实施与运维 服务等环节能力提升，对经营业绩增长形成积极贡献。（二）数据存储设备方面，公司持续深化企业级 存储产品布局与市场拓展，受下游客户对存储基础设施投入提升带动，出货规模同比增长并实现放量。 与此同时，行业供需变化带动存 ...

截至发稿，张锡莹累计任职时间1年254天，现任基金资产总规模8997.34万元，任职期间最佳基金回报 107.13%， 任职期间最差基金回报3.16%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，瑞达基金旗下1只基金重仓协创数据。瑞达先进制造混合型发起式A（018226）三季度持有 股数1.08万股，与上期相比持股数量不变，占基金净值比例为5.8%，位居第一大重仓股。根据测算，今 日浮盈赚取约10.34万元。 瑞达先进制造混合型发起式A（018226）成立日期2023年4月14日，最新规模1430.63万。今年以来收益 3.98%，同类排名4728/8844；近一年收益51.4%，同类排名1725/8091；成立以来收益46.98%。 瑞达先进制造混合型发起式A（018226）基金经理为张锡莹。 1月21日，协创数据涨5.11%，截至发稿，报196.73元/股，成交15.48亿元，换手率2.37%，总市值680.92 亿元。 资料显示，协创数据技术股份有限 ...

Core Viewpoint - The stock of Xiechuang Data has shown significant growth in recent trading sessions, with a year-to-date increase of 18.50% and a notable rise of 40.54% over the past 20 days, indicating strong market interest and performance [1][2]. Company Overview - Xiechuang Data Technology Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the research, production, and sales of IoT smart terminals and data storage devices, adapting to technological changes and market trends [1]. - The company's revenue composition includes: 37.11% from data storage devices, 24.69% from intelligent computing products and services, 17.70% from IoT smart terminals, 16.88% from server and peripheral remanufacturing, and 3.62% from other categories [1]. Financial Performance - For the period from January to September 2025, Xiechuang Data reported a revenue of 8.331 billion yuan, reflecting a year-on-year growth of 54.43%, and a net profit attributable to shareholders of 698 million yuan, up 25.30% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 139 million yuan in dividends, with 114 million yuan distributed over the past three years [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Xiechuang Data reached 35,000, an increase of 19.23% from the previous period, while the average circulating shares per person decreased by 15.75% to 9,830 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's various ETFs, with notable changes in their holdings compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Xiechuang Data has seen a stock price increase of 5.07%, reaching 196.49 yuan per share, with a trading volume of 1.561 billion yuan and a turnover rate of 2.37%, resulting in a total market capitalization of 68.009 billion yuan [1] - Xiechuang Data Technology Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 18, 2005, with its listing date on July 27, 2020. The company specializes in the research, production, and sales of IoT smart terminals and data storage devices in the consumer electronics sector [1] - The revenue composition of Xiechuang Data includes: data storage devices at 37.11%, intelligent computing products and services at 24.69%, IoT smart terminals at 17.70%, server and peripheral remanufacturing at 16.88%, and other categories at 3.62% [1] Group 2 - From the perspective of major fund holdings, one fund under Anxin Fund has a significant position in Xiechuang Data. The Anxin CSI 500 Index Enhanced A (005965) held 2,300 shares in the third quarter, accounting for 2.55% of the fund's net value, making it the second-largest holding [2] - The Anxin CSI 500 Index Enhanced A (005965) was established on November 29, 2018, with a latest scale of 10.7686 million. Year-to-date returns are 5.03%, ranking 2460 out of 5520 in its category; the one-year return is 43.68%, ranking 1985 out of 4203; and since inception, the return is 142.46% [2]

Group 1 - The core viewpoint of the news is that Xiechuang Data has shown significant stock performance, with a year-to-date increase of 95.87% and a recent trading volume indicating active investor interest [1][2] - As of December 29, the stock price reached 149.14 yuan per share, with a market capitalization of 51.62 billion yuan and a trading volume of 4.97 billion yuan [1] - The company operates in the consumer electronics sector, focusing on IoT smart terminals and data storage devices, with revenue contributions from various segments including data storage (37.11%) and smart computing products (24.69%) [1][2] Group 2 - For the period from January to September 2025, Xiechuang Data reported a revenue of 8.33 billion yuan, reflecting a year-on-year growth of 54.43%, and a net profit of 698 million yuan, up 25.30% [2] - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 114 million yuan distributed over the past three years [2] - As of September 30, 2025, the number of shareholders increased by 19.23% to 35,000, while the average number of circulating shares per person decreased by 15.75% to 9,830 shares [2][3] Group 3 - Institutional holdings show that Hong Kong Central Clearing Limited is the fourth largest shareholder with 5.31 million shares, an increase of 3.10 million shares from the previous period [3] - E Fund's ChiNext ETF and Southern CSI 500 ETF have seen reductions in their holdings, indicating a shift in institutional investment [3] - The company is categorized under the electronic consumer electronics sector, with various concept segments including Tencent, EDR, storage, and financing [2]

Group 1 - The core viewpoint of the article highlights the recognition and achievements of Xiechuang Data Technology Co., Ltd., which has received multiple honors for its solid operational quality, governance, and growth expectations [1] - Xiechuang Data achieved a revenue of 8.331 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 54.43%, with a net profit attributable to shareholders of 0.698 billion yuan, up 25.30% [1] - The company’s third-quarter revenue reached a record high of 3.387 billion yuan, with a net profit of 0.266 billion yuan, marking the highest figures since its listing [1] Group 2 - AI-related business is identified as the core engine driving the company's performance growth, with smart computing product and service revenue reaching approximately 1.221 billion yuan in the first half of 2025, a 100% increase year-on-year [2] - The company plans to invest up to 9 billion yuan in server procurement for cloud computing services, with a total planned investment of approximately 12.2 billion yuan in server purchases this year [2] - Xiechuang Data has established strategic collaborations with Guangwei Technology and Guangjia Technology, aiming to develop optical chip and module projects, thereby enhancing its position in the market [2] Group 3 - Looking ahead, the company aims to lead with high-quality corporate governance while deepening its focus on intelligent IoT and computing services, leveraging technological innovation to enhance its industrial ecosystem [3]

Core Viewpoint - The stock of Xiechuang Data has shown significant volatility, with a year-to-date increase of 74.23%, but a recent decline of 10.67% over the past five trading days, indicating potential market fluctuations and investor sentiment changes [1] Company Overview - Xiechuang Data Technology Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the research, production, and sales of IoT smart terminals and data storage devices [1] - The company was established on November 18, 2005, and went public on July 27, 2020 [1] - The revenue composition includes: data storage devices (37.11%), intelligent computing products and services (24.69%), IoT smart terminals (17.70%), server and peripheral remanufacturing (16.88%), and others (3.62%) [1] Financial Performance - For the period from January to September 2025, Xiechuang Data achieved a revenue of 8.331 billion yuan, representing a year-on-year growth of 54.43% [2] - The net profit attributable to shareholders was 698 million yuan, reflecting a year-on-year increase of 25.30% [2] - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 114 million yuan distributed over the past three years [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 19.23% to 35,000, while the average circulating shares per person decreased by 15.75% to 9,830 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and E Fund's various ETFs, with notable changes in their holdings [3]

Core Viewpoint - The stock of Xiechuang Data has experienced fluctuations, with a year-to-date increase of 89.57% but a recent decline in the last five and twenty trading days [1] Company Overview - Xiechuang Data Technology Co., Ltd. is located in Shenzhen, Guangdong, and was established on November 18, 2005, with its IPO on July 27, 2020 [1] - The company specializes in the research, production, and sales of IoT smart terminals and data storage devices, continuously adapting to technological changes and market trends [1] - The revenue composition includes: data storage devices (37.11%), intelligent computing products and services (24.69%), IoT smart terminals (17.70%), server and peripheral remanufacturing (16.88%), and others (3.62%) [1] Financial Performance - For the period from January to September 2025, Xiechuang Data achieved a revenue of 8.331 billion yuan, representing a year-on-year growth of 54.43%, and a net profit attributable to shareholders of 698 million yuan, up 25.30% year-on-year [2] - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 114 million yuan distributed over the past three years [2] Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 19.23% to 35,000, while the average circulating shares per person decreased by 15.75% to 9,830 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.1041 million shares, and E Fund's ChiNext ETF, which decreased its holdings by 734,900 shares [3]

Core Viewpoint - The stock of Xiechuang Data has shown significant volatility, with a year-to-date increase of 103.15%, but a recent decline of 9.57% over the last five trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Xiechuang Data Technology Co., Ltd. is based in Shenzhen, Guangdong, and specializes in the research, production, and sales of IoT smart terminals and data storage devices [1]. - The company was established on November 18, 2005, and went public on July 27, 2020 [1]. - The main revenue sources are data storage devices (37.11%), intelligent computing products and services (24.69%), IoT smart terminals (17.70%), server remanufacturing (16.88%), and other categories (3.62%) [1]. Financial Performance - For the period from January to September 2025, Xiechuang Data achieved a revenue of 8.331 billion yuan, representing a year-on-year growth of 54.43% [2]. - The net profit attributable to shareholders was 698 million yuan, reflecting a year-on-year increase of 25.30% [2]. - The company has distributed a total of 139 million yuan in dividends since its A-share listing, with 114 million yuan distributed over the past three years [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 19.23% to 35,000, with an average of 9,830 circulating shares per person, a decrease of 15.75% [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited and E Fund's various ETFs, with notable changes in their holdings [3].

Core Points - The stock price of Xiechuang Data has dropped by 5.4% to 149.47 CNY per share, with a total market capitalization of 51.735 billion CNY, marking a cumulative decline of 7.63% over three consecutive days [1] - Xiechuang Data specializes in the research, production, and sales of IoT smart terminals and data storage devices, with revenue composition from data storage devices (37.11%), intelligent computing products and services (24.69%), IoT smart terminals (17.70%), server remanufacturing (16.88%), and others (3.62%) [1] Shareholder Analysis - E Fund's Chuangye ETF (159915) is among the top ten circulating shareholders of Xiechuang Data, having reduced its holdings by 734,900 shares in Q3, now holding 4.7683 million shares, which is 1.39% of the circulating shares [2] - The estimated floating loss for E Fund's Chuangye ETF today is approximately 40.6736 million CNY, with a total floating loss of 62.2264 million CNY during the three-day decline [2] - E Fund's Chuangye ETF has a total scale of 110.2 billion CNY, with a year-to-date return of 48.24% and a one-year return of 32.64% [2]