证券日报网讯 九联科技11月19日在互动平台回答投资者提问时表示，公司是华为昇腾的APN合作伙 伴，公司积极布局算力基础设施，包括但不限于算力服务器、边缘算力智能终端、算力网络与调度等。 （编辑 姚尧） ...

Core Viewpoint - The company, Jiulian Technology, is actively developing its computing power infrastructure and is a partner of Huawei Ascend in the APN program [1] Group 1 - Jiulian Technology is a partner of Huawei Ascend, indicating a strategic collaboration in the computing power sector [1] - The company is focusing on various aspects of computing power infrastructure, including computing servers, edge computing intelligent terminals, and computing networks and scheduling [1]

Core Viewpoint - The company, Jiulian Technology (688609.SH), is actively engaged in the development of computing power infrastructure and is a partner of Huawei Ascend in the APN program [1] Group 1 - The company is focusing on various aspects of computing power infrastructure, including but not limited to computing power servers, edge computing intelligent terminals, and computing power networks and scheduling [1]

10月20日，杰美特公告，正在筹划购买思腾合力控制权，交易价格及收购比例待进一步论证和协商。本 次交易完成后，思腾合力将成为杰美特控股子公司。杰美特表示，公司将拓展在算力服务器、AI管理 软件及云计算业务的产品能力。 "此次并购是一次颇具魄力的'押注未来'之举。杰美特是一家以消费电子配件制造为主的企业，而思腾 合力处于人工智能基础设施领域，聚焦高性能计算及算力底座解决方案的提供。这是一次杰美特向AI 算力赛道的战略性转型。"中国政法大学商学院金融系教授胡继晔在接受上海证券报记者采访时表示， 杰美特并非单纯财务投资，预计是将自身在智能终端领域积累的B端客户和市场渠道，与思腾合力的AI 算力产品结合，帮助自身开辟"第二增长曲线"，重塑未来估值。 今年以来，深圳上市公司并购重组日趋活跃。Wind数据显示，按首次披露日期计算，截至11月17日， 年内共有54起深圳上市公司并购重组案例正在推进（包括进行中或达成转让意向），大部分案例聚焦新 兴产业强链补链、传统产业转型升级。 国信证券策略首席分析师王开在接受上海证券报记者采访时表示，这些并购潜在标的"硬科技"成色足， 收购方多数有现金流支撑。战略合作类并购能使企业快速引 ...

再现"港股吃A股" 华检医疗拟控股创业慧康 ◎记者郭成林 停牌一周后，创业慧康披露了控制权变更预案。11月17日，创业慧康连发多份公告，披露了第一大股东 葛航与杭州更好智投管理咨询合伙企业（有限合伙）（下称"杭州更好"）的一揽子交易安排。 同时，杭州更好的母公司、在港股上市的华检医疗发布公告，详尽阐述了此次收购的战略意图。这也是 资本市场再度出现"港股吃A股"的并购案例。 "这笔交易折射出医疗产业的深层变革趋势。"和泰投资医疗行业研究员杨嘉芸对上海证券报记者说，随 着AI技术渗透与政策推动，医疗行业正从设备销售、系统集成等单点服务，向数据驱动的智慧医疗生 态演进，跨界整合已成为医疗头部企业的共同选择。 "三步走"锁定控制权 据公告，本次控制权变更是一个环环相扣的"三步走"计划。 首先，以"协议转让+表决权委托"的方式集结控制力量。 据公告，葛航拟通过协议转让方式，将其持有的创业慧康9652万股（占总股本的6.23%）股份转让给杭 州更好，转让价格为5.18元/股，总价款为5亿元。同时，葛航将其持有的全部公司股份对应的表决权不 可撤销地全权委托给杭州更好行使。此外，另一重要股东锦福源（海南）私募基金管理合伙企业 ...

张大伟 制图 华检医疗 拟控股创业慧康 ◎记者 郭成林 停牌一周后，创业慧康披露了控制权变更预案。11月17日，创业慧康连发多份公告，披露了第一大股东 葛航与杭州更好智投管理咨询合伙企业（有限合伙）（下称"杭州更好"）的一揽子交易安排。 同时，杭州更好的母公司、在港股上市的华检医疗发布公告，详尽阐述了此次收购的战略意图。这也是 资本市场再度出现"港股吃A股"的并购案例。 "这笔交易折射出医疗产业的深层变革趋势。"和泰投资医疗行业研究员杨嘉芸对上海证券报记者说，随 着AI技术渗透与政策推动，医疗行业正从设备销售、系统集成等单点服务，向数据驱动的智慧医疗生 态演进，跨界整合已成为医疗头部企业的共同选择。 "三步走"锁定控制权 据公告，本次控制权变更是一个环环相扣的"三步走"计划。 再现"港股吃A股" 首先，以"协议转让+表决权委托"的方式集结控制力量。 据公告，葛航拟通过协议转让方式，将其持有的创业慧康9652万股（占总股本的6.23%）股份转让给杭 州更好，转让价格为5.18元/股，总价款为5亿元。同时，葛航将其持有的全部公司股份对应的表决权不 可撤销地全权委托给杭州更好行使。此外，另一重要股东锦福源（海南）私 ...

Market Overview - The Shanghai Composite Index has surpassed the 4000-point mark, leading to a surge in sectors like liquor and tourism, which rose over 5% [1][9] - The current market environment is characterized by volatility, with the index's upward trend supported by a bullish moving average system [3][5] Policy and Economic Signals - Recent favorable policies, such as the Ministry of Industry and Information Technology's action plan for high-quality development of computing power infrastructure, are boosting confidence in the high-tech sector [5][7] - Continuous support from the capital market, including improvements in the STAR Market's market-making system and facilitation of financing for tech companies, is strengthening the underlying support for the market [5] Industry Dynamics - Domestic computing power and chip sectors are experiencing significant developments, with SMIC's capacity utilization rate rising to 85% and a leading company reporting a 30% performance improvement in its latest computing server [7] - The trend of domestic substitution in technology is becoming irreversible, reinforcing the positive outlook for this sector [7] Liquor and Tourism Sector Analysis - The recent rise in the liquor sector is attributed to a short-term rotation of funds rather than a fundamental shift in the industry, with October's sales data showing a 5% month-on-month increase but a 2% year-on-year decline [9][11] - The tourism sector is experiencing similar dynamics, with both sectors benefiting from a rotation of funds rather than a significant improvement in their fundamentals [11] Market Liquidity and Trading Strategy - The recent trading volume in A-shares has stabilized around 2.1 trillion yuan, which is insufficient to support a broad market rally [12][15] - A daily trading volume of 2.5 trillion yuan or more is typically required to sustain a strong index performance, indicating that current liquidity can only support selective sector activity [15] Investment Strategy Recommendations - Investors are advised to focus on quality sectors and avoid chasing trends, as the speed of sector rotation has increased significantly [18][20] - Emphasis should be placed on long-term investment in core sectors like domestic computing power and chips, utilizing a dollar-cost averaging strategy to mitigate risks [18][21] - Maintaining a conservative position and avoiding excessive leverage is crucial in a volatile market environment [20]

Core Insights - The company has received customer orders in the field of robot "big and small brain" controllers, although the orders have not yet reached the disclosure standard [1] - In the computing server business, the company has established collaborations with well-known domestic internet giants, financial clients, IDC vendors, and state-owned enterprises [1] Group 1 - The company has achieved a breakthrough in the robot "big and small brain" controller sector [1][3] - There are inquiries regarding the volume of orders and whether the company supplies to leading manufacturers [3] - The company is actively engaging with various partners in the computing server domain [1]

Core Insights - The company has secured customer orders in the "big and small brain" controller segment for robots, although these orders have not yet reached the disclosure threshold [1] - In the computing server business, the company has established collaborations with well-known domestic internet giants, financial clients, IDC vendors, and state-owned enterprises [1]

Group 1 - Qinghai Turing Town officially launched in Xining as a key green computing project in Qinghai Province, representing the province's commitment to developing the green computing industry [1] - The project is developed by H3C Group and aims to create an AI innovation community that integrates government, enterprises, innovation, and applications [1] - Qinghai's abundant water, solar, and wind resources provide a strong foundation for the development of clean energy and computing industries, with the province ranking fifth in water resources and second in solar radiation in China [1] Group 2 - Qinghai has implemented policies to transform its resource advantages into a clean energy development framework, with a focus on hydropower and large-scale clean energy bases [3] - As of September, Qinghai's clean energy installed capacity reached 72.52 million kilowatts, accounting for 93.8% of the province's total power capacity, with both installed capacity and generation exceeding 90% [3] - The computing industry in Qinghai is characterized as an eco-friendly industry with high energy capacity and near-zero emissions, which can help address green electricity consumption challenges and support AI and advanced manufacturing sectors [3] Group 3 - China Unicom's Sanjiangyuan National Big Data Base has invested 2.6 billion yuan, with a current computing capacity of 9,000 P, expected to reach 13,000 P by the end of the year [5] - The data center operates with high energy efficiency, achieving a Power Usage Effectiveness (PUE) below 1.2, which is 40% lower than the national average [5] - The Sanjiangyuan green electricity intelligent computing microgrid project integrates renewable energy sources with computing infrastructure, achieving 100% green electricity consumption and zero carbon emissions [5] Group 4 - As of September, Qinghai has built approximately 190,000 standard racks, with computing capacity increasing nearly 40 times in one year [5] - The province's green computing investment constitutes 40% of the fixed asset investment in the industrial park, with over 80% of computing projects powered by green electricity [5] - The establishment of a clean energy and green computing dispatch center has enabled real-time monitoring of energy generation and carbon emissions across the province [5]