炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月30日收盘后，也就是国庆长假前的最后一个交易日晚间，海南华铁抛出一则"黑天鹅"公告，其全资 子公司华铁大黄蜂与X公司签署的36.9亿元《算力服务协议》被提前终止。这一被寄予厚望的"算力大 单"最终化为泡影。消息一出，市场哗然。股民苦笑称，"假期第一天就被闹心公告劝退"，整个十一假 期都被阴云笼罩。 回顾时间线，这份合同签署于2025年3月，原计划为期五年，合同金额高达36.9亿元（含税），由华铁 大黄蜂向X公司提供算力云服务。然而截至协议终止，公司并未收到任何采购订单。 文/新浪财经上海站 十里 海南华铁（603300.SH）这个国庆节没能安稳度过。 10月9日国庆节后首个交易日，公司股价开盘即一字跌停，收报8.71元/股，跌幅10.02%。舆论迅速发 酵，财经博主与散户情绪齐刷刷涌向微博。 财经博主@考拉Blingling直言："小利好已经刺激不到它了，开盘一字跌停，37亿合同告吹，炒了半年 说没就没，真是把股民当猴耍。" @厦禾路股添乐则指出："这坑货最终还是一字跌停，封单超14亿元。就算二股东减持变增持，也改变 不了命运。" ...

10月首个交易日，A股市场延续强势表现，沪指早盘持续冲高，时隔十年重返3900点关口。截至午间休市，上证指数报3931.07点，涨 1.24%；深证成指、创业板指分别涨1.75%和1.77%；科创50指数半日大涨5.59%。 A股主要股指早盘表现 受假期国际金价再创新高提振，A股贵金属板块"无悬念"高开，四川黄金一字涨停。截至10月8日收盘，COMEX黄金期货主力合约报 4060.6美元/盎司，国庆假期累计上涨4.45%。 可控核聚变概念早盘掀涨停潮，哈焊华通、中洲特材等收获20%幅度涨停。据央视新闻报道，10月1日，中国核聚变装置BEST建设取得 关键突破，重达400余吨的底座成功安装就位，将用来承载总重约6700吨的BEST主机，标志着这一大国重器主机全面开建。 跌幅方面，前期算力热门股海南华铁遭遇一字跌停，跌停板封单超过293万手。9月30日晚间，海南华铁公告称，全资子公司华铁大黄蜂 与杭州X公司签订的近37亿元算力订单解除。（详见603300，算力订单取消，章建平已撤退，上交所紧急发函！） 可控核聚变概念早盘涨幅排名 黄金股开盘大涨 A股黄金股开盘大涨。截至午盘，申万贵金属指数上涨7.89%，涨幅居所 ...

然而，9月30日晚，海南华铁公告称，该合同至今"0交付"，公司与从未披露的"神秘客户"杭州X公司解除 该协议且未收取违约金。 当晚，上交所立即对海南华铁下发监管工作函，就公司重大合同终止相关事项明确监管要求。 记者注意到，"牛散"章建平曾现身海南华铁一季报前十大股东榜，彼时为新进榜单，并一举成为第三大股 东；6月末，章建平已减持消失于榜单中。 算力大单半年"0交付" 上海证券报消息，海南华铁（603300）曾在今年3月披露36.9亿元《算力服务协议》，协议发布前后，公司 股价闻风而动。 海南华铁主动解约且免违约金 9月30日晚，海南华铁公告称，今年3月公司全资子公司海南华铁大黄蜂建筑机械设备有限公司（简称"华 铁大黄蜂"）曾与杭州X公司（简称"X公司"）签订《算力服务协议》，由华铁大黄蜂为X公司提供算力云 服务，算力服务期为5年，合同金额为36.9亿元（含税）。 但是，鉴于《算力服务协议》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，华铁大黄蜂亦无需向X ...

海南华铁（603300）曾在今年3月披露36.9亿元《算力服务协议》，协议发布前后，公司股价闻风而动。 然而，9月30日晚，海南华铁公告称，该合同至今"0交付"，公司与从未披露的"神秘客户"杭州X公司解除该协议且未收取违约金。 当晚，上交所立即对海南华铁下发监管工作函，就公司重大合同终止相关事项明确监管要求。 记者注意到，"牛散"章建平曾现身海南华铁一季报前十大股东榜，彼时为新进榜单，并一举成为第三大股东；6月末，章建平已减持消失于榜单中。 算力大单半年"0交付" 海南华铁主动解约且免违约金 9月30日晚，海南华铁公告称，今年3月公司全资子公司海南华铁大黄蜂建筑机械设备有限公司（简称"华铁大黄蜂"）曾与杭州X公司（简称"X公司"）签 订《算力服务协议》，由华铁大黄蜂为X公司提供算力云服务，算力服务期为5年，合同金额为36.9亿元（含税）。 但是，鉴于《算力服务协议》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，华铁大黄蜂亦无需向X公司提供原协议所载算力服 ...

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]

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]

Group 1 - The core viewpoint of the article is the Chinese government's initiative to enhance the implementation of "Artificial Intelligence +" through a comprehensive action plan [1] - The plan emphasizes the importance of strengthening intelligent computing power coordination and supporting innovations in AI chips and software ecosystems [1] - It aims to accelerate breakthroughs in large-scale intelligent computing clusters and optimize the national computing resource layout [1] Group 2 - The initiative includes the development of a nationwide integrated computing network and the promotion of the "East Data West Computing" national hub [1] - There is a focus on enhancing the interconnectivity and supply-demand matching of intelligent computing power [1] - The plan encourages the development of standardized and scalable cloud computing services to ensure that intelligent computing supply is accessible, economical, efficient, and environmentally friendly [1]

Group 1 - Public funds' top ten heavy stocks for Q2 2025 include Tencent Holdings, CATL, Kweichow Moutai, Midea Group, Zijin Mining, Xiaomi Group-W, Luxshare Precision, Alibaba-W, Newyeason, and SMIC [1] - Xiaomi Group-W and Newyeason entered the top ten heavy stocks, while BYD and Wuliangye exited compared to the end of Q1 2025 [1] Group 2 - The State Council announced the "Housing Rental Regulations," effective from September 15, 2025, aimed at regulating rental activities and promoting high-quality development of the rental market [3] - The regulations require local governments to establish rent monitoring mechanisms and regularly publish rent level information [3] Group 3 - Guangdong and Anhui provinces are taking steps to regulate competition in the new energy vehicle industry by improving product quality management and optimizing supplier payment processes [5] - Guangdong has introduced plans to encourage collaborative innovation among vehicle manufacturers and suppliers [5] Group 4 - The China Index Academy reported a general decline in real estate companies' delivery volumes in H1 2025, indicating that the delivery peak has passed [8] - Major companies like Greenland, Sunac, and Jianye saw delivery volumes drop by over 50% compared to the same period last year [8] Group 5 - An investment of 2.8 billion AUD (approximately 1.31 billion RMB) is planned by Sanquan Foods to establish a production base in Australia, targeting markets in Australia, New Zealand, and Southeast Asia [8] - The project aims to expand the company's international footprint [8] Group 6 - Yunnan Copper plans to acquire a 40% stake in Liangshan Mining for 2.324 billion RMB through a share issuance [15] - This acquisition will make Liangshan Mining a subsidiary of Yunnan Copper, enhancing its control over copper mining operations [15] Group 7 - Anning Co. intends to invest 6.5 billion RMB to acquire three companies, aiming to enhance its resource reserves and market share [13] - The transaction is classified as a major asset restructuring for the listed company [13] Group 8 - The company Sainuo Medical received conditional approval from the FDA for a new drug-eluting stent system, marking a significant milestone as the first domestic original product to receive such approval in the U.S. [26] - The product has a global patent layout and has undergone clinical research in multiple countries [26]

Group 1 - The board of directors of the company held its eighth meeting of the fourth session on July 21, 2025, with all eight directors present, complying with relevant laws and regulations [2][4]. - The board approved a proposal for the company and its subsidiaries to sign significant operating contracts, aiming to extend the cloud product business chain and develop computing power cloud services and operation services [2][3]. - The total amount of the contracts for server procurement is expected to not exceed RMB 4 billion, with the company planning to select suppliers based on their commercial reputation and financial status [3][4]. Group 2 - The company will conduct risk control procedures to ensure the reliability of suppliers and will not engage in related transactions with its directors, supervisors, senior management, or major shareholders [3][4]. - The contracts will be signed after approval from the shareholders' meeting, and payments will be made according to the contract terms, with the expected delivery of assets by October 2025 [3][4]. - The board believes that the completion of the server procurement will significantly support the development of the computing power cloud service business and positively impact the company's financial status and operational results [4]. Group 3 - The board also decided not to hold a shareholders' meeting immediately to discuss the significant operating contracts, planning to notify shareholders later for the meeting [5].

Group 1 - The company plans to sign significant procurement contracts for servers with multiple suppliers, with a total estimated amount not exceeding RMB 4 billion [1][2] - The contract requires approval from the shareholders' meeting due to its size, which exceeds 50% of the company's audited total assets and market value [1] - The contract is expected to positively impact the company's financial status and operating results in the current and future years [3][4] Group 2 - The payment methods for the contract include bank transfers and letters of credit, with payment terms typically involving advance payments or cash on delivery [3] - The contract will become effective after approval from the board and shareholders, and it is expected to be delivered by October 2025 [3][4] - The company will ensure that the suppliers have good credit and financial status to mitigate risks associated with contract performance [4]