（文章来源：证券日报） 证券日报网讯中国长城11月26日在互动平台回答投资者提问时表示，公司服务器产品适用于数据存储等 多种应用场景。 ...

崇达技术（002815.SZ）11月13日在投资者互动平台表示，尊敬的投资者，您好。中兴通讯是公司重要 战略客户，公司于2025年再度荣获其"最佳交付支持奖"。目前，公司主要为中兴通讯供应5G基站收发 信PCB主板、服务器产品。关于未来合作，公司将通过持续优化服务体系、加强技术协同，与客户共同 应对行业变革。公司将持续强化在高端通信、服务器PCB领域的技术积累与创新能力，把握市场机遇。 感谢您的关注。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：请问公司是否是中兴通讯的核心供应商？中兴通讯作 为全球第四的通信供应商在未来6G建设中占据了重要位置，公司是否有计划跟措施进一步加强与中兴 通讯的合作？此外公司供应中兴的板材除了5G基站用是否还有交换机及ai服务器等其他类型板材？ ...

Core Insights - The stock price of Inspur Information has decreased by 2.01% on November 5, trading at 61.05 CNY per share with a total market capitalization of 89.874 billion CNY [1] - The company has seen a year-to-date stock price increase of 18.04%, but has experienced a decline of 13.71% over the last five trading days and 17.97% over the last twenty days [1] - Inspur Information's revenue for the first nine months of 2025 reached 120.669 billion CNY, representing a year-on-year growth of 45.16% [2] Financial Performance - The net profit attributable to the parent company for the same period was 1.482 billion CNY, showing a year-on-year increase of 14.51% [2] - The company has distributed a total of 1.489 billion CNY in dividends since its A-share listing, with 646 million CNY distributed in the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders has increased to 370,000, up by 8.82% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 30.347 million shares, a decrease of 16.471 million shares from the previous period [3]

Group 1 - The report highlights the top ten convertible bonds for November, including companies like 崧盛股份, 华特气体, and 和邦生物, each focusing on different growth areas such as robotics, semiconductor applications, and agricultural chemicals [1][2][8] - 崧盛股份 is entering the robotics sector to create a new growth curve, leveraging its expertise in LED lighting and related technologies [1][10] - 华特气体 is pushing for domestic substitution in the semiconductor industry through its specialty gas products, which are crucial for high-end applications [1][39][40] Group 2 - 和邦生物 is experiencing improved profitability in its glyphosate products due to better supply-demand dynamics, while its mining and photovoltaic glass segments are also contributing positively [1][25][27] - 友发集团, as the largest manufacturer of welded steel pipes in China, is expected to benefit from the new round of supply-side reforms, enhancing its national and international layout [1][22][23] - 兴瑞科技 is expanding its server business into critical components for liquid cooling, indicating a strategic shift towards high-demand technology sectors [1][29][49] Group 3 - 天能重工 is recognized as a leading player in the wind power tower industry, with a significant production capacity and a focus on maintaining competitive advantages through quality and delivery capabilities [1][43][44] - 福斯特 maintains a dominant market share of around 50% in photovoltaic film products, positioning itself strongly against competitors in the solar energy sector [1][34][35] - 深信服 is enhancing its AI capabilities through its AI computing power platform, which aims to facilitate rapid iteration and deployment of AI business solutions [1][15][18] Group 4 - 环旭电子 is a leading manufacturer of electronic components, focusing on miniaturization and integration in wearable technology and server products, catering to the growing demand in cloud computing and data centers [1][47][49] - 新凤鸣 is positioned as a major player in the polyester industry, with a significant market share in both long and short fibers, and is expected to benefit from the ongoing industry consolidation and environmental regulations [1][54][55]

Core Viewpoint - The stock of Inspur Information has shown significant growth in 2023, with a year-to-date increase of 34.94%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Inspur Information reported a revenue of 801.92 billion yuan, representing a year-on-year growth of 90.65%. The net profit attributable to shareholders was 7.99 billion yuan, up 33.77% compared to the previous year [2]. - The company has distributed a total of 14.89 billion yuan in dividends since its A-share listing, with 6.46 billion yuan distributed over the last three years [3]. Stock Market Activity - As of October 28, the stock price of Inspur Information reached 69.79 yuan per share, with a trading volume of 23.23 billion yuan and a turnover rate of 2.30%. The total market capitalization stood at 1,027.40 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase on September 25 amounting to 6.86 billion yuan, accounting for 13.83% of total trading volume [1]. Shareholder Structure - As of October 20, the number of shareholders for Inspur Information was 340,000, with an average of 4,324 circulating shares per person [2]. - The top shareholders include Hong Kong Central Clearing Limited, holding 46.82 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, indicating strong institutional interest [3]. Business Overview - Inspur Information, established in 1998 and listed in 2000, specializes in the development, production, and sales of computer software, hardware, and other information products, with servers accounting for 93.88% of its main business revenue [1][2].

Core Viewpoint - The stock of Inspur Information has experienced fluctuations, with a year-to-date increase of 27.34% but a recent decline of 2.01% on October 22, indicating potential volatility in investor sentiment [1]. Company Overview - Inspur Information, established on October 28, 1998, and listed on June 8, 2000, is based in Jinan, Shandong Province, and specializes in the development, production, and sales of computer software, hardware, and other information products, with a primary revenue source from server products at 93.88% [2]. - The company operates within the computer equipment sector and is associated with concepts such as IPV6, information security, and Tencent Cloud [2]. Financial Performance - For the first half of 2025, Inspur Information reported a revenue of 801.92 billion yuan, reflecting a year-on-year growth of 90.65%, while the net profit attributable to shareholders was 7.99 billion yuan, up 33.77% year-on-year [2]. - The company has distributed a total of 14.89 billion yuan in dividends since its A-share listing, with 6.46 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 46.82 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, indicating a diversified institutional ownership [3].

Core Viewpoint - The company is actively innovating in liquid cooling products and supports the application of these products across different server brands, indicating a commitment to industry standards and growth in liquid cooling technology [1] Group 1: Liquid Cooling Product Capabilities - The company's entire line of server products supports cold plate liquid cooling, showcasing versatility and compatibility with various server brands [1] - The company is continuously innovating in liquid cooling products from components to complete systems and data centers [1] Group 2: Industry Development and Standards - The company is taking the lead in the development of liquid cooling patents and standards, promoting healthy growth within the liquid cooling industry [1]

Core Viewpoint - The stock of Inspur Information has shown significant fluctuations, with a year-to-date increase of 33.60% but a recent decline of 9.03% over the last five trading days, indicating volatility in investor sentiment and market conditions [1]. Company Overview - Inspur Information, established on October 28, 1998, and listed on June 8, 2000, is based in Jinan, Shandong Province, and specializes in the development, production, and sales of computer software, hardware, and other information products, as well as system integration [1]. - The company's main revenue sources include server products (93.88%), storage and switching products (6.03%), and other products (0.09%) [1]. Financial Performance - For the first half of 2025, Inspur Information reported a revenue of 801.92 billion yuan, reflecting a year-on-year growth of 90.65%, and a net profit attributable to shareholders of 7.99 billion yuan, up 33.77% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 14.89 billion yuan in dividends, with 6.46 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Inspur Information stood at 350,000, with an average of 4,201 circulating shares per person [2]. - The top shareholders include Hong Kong Central Clearing Limited, holding 46.82 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have increased their holdings compared to previous periods [3]. Market Activity - On October 16, the stock price of Inspur Information reached 69.10 yuan per share, with a trading volume of 20.07 billion yuan and a turnover rate of 2.01% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 6.86 billion yuan on September 25 [1].

资料显示，浪潮电子信息产业股份有限公司位于山东省济南市高新区草山岭南路801号,北京市海淀区上 地信息路2号2-1号C栋，成立日期1998年10月28日，上市日期2000年6月8日，公司主营业务涉及计算机 软、硬件及其他信息产品的开发、生产、销售以及系统集成等。主营业务收入构成为：服务器产品 93.88%，存储类、交换类等产品6.03%，其他0.09%。 从基金十大重仓股角度 数据显示，长安基金旗下1只基金重仓浪潮信息。长安鑫富领先混合A（001657）二季度持有股数800 股，与上期相比持股数量不变，占基金净值比例为0.6%，位居第四大重仓股。根据测算，今日浮亏损 失约2824元。 长安鑫富领先混合A（001657）成立日期2017年2月22日，最新规模280.55万。今年以来收益3.56%，同 类排名7136/8162；近一年收益11.62%，同类排名5617/8015；成立以来收益89.3%。 10月14日，浪潮信息跌5.01%，截至发稿，报66.95元/股，成交49.20亿元，换手率4.85%，总市值985.59 亿元。 长安鑫富领先混合A（001657）基金经理为李坤。 截至发稿，李坤累计任职时间3 ...

Core Viewpoint - Inspur Information experienced a decline of 5.01% in stock price, closing at 66.95 yuan per share, with a trading volume of 4.92 billion yuan and a turnover rate of 4.85%, resulting in a total market capitalization of 98.56 billion yuan [1] Company Overview - Inspur Information Industry Co., Ltd. is located in Jinan, Shandong Province, and was established on October 28, 1998, with its listing date on June 8, 2000. The company specializes in the development, production, sales, and system integration of computer software, hardware, and other information products [1] - The main revenue composition of the company includes server products at 93.88%, storage and switching products at 6.03%, and other products at 0.09% [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Shangyin Fund holds a significant position in Inspur Information. The Shangyin Digital Economy Mixed Initiation A Fund (021593) held 6,300 shares in the second quarter, accounting for 2.34% of the fund's net value, ranking as the tenth largest heavy stock [2] - The fund has reported a floating loss of approximately 22,200 yuan today [2] Fund Manager Performance - The fund manager Zhao Zhiyue has a tenure of 10 years and 158 days, with the current total asset scale of 1.29 billion yuan. The best fund return during his tenure is 134.83%, while the worst return is -42.27% [3] - Co-manager Hui Jun has a tenure of 149 days, with a current asset scale of 13.69 million yuan. The best return during his tenure is 59.08%, and the worst return is 58.92% [3]