Core Insights - The rapid advancement of domestic computing chips is complemented by positive developments in general-purpose processors in China [1] - Major procurement announcements from Industrial and Commercial Bank of China (ICBC) and China Unicom indicate a significant shift towards domestic CPU usage in server procurement [1][6] - The overall market for intelligent computing is expected to grow substantially, with projections indicating that by 2027, intelligent computing power in China will reach 1117 EFLOPS [1][9] Group 1: Procurement Announcements - ICBC announced a procurement of Haiguang chips with a total value of approximately 3 billion yuan, with candidates including Inspur, ZTE, and Lenovo [1] - China Unicom's procurement project has a budget exceeding 7.9 billion yuan, with a significant portion allocated for domestic general-purpose processors [1] - The procurement data shows that over 90% of the servers will use domestic CPUs, with Haiguang and Kunpeng CPUs being the most utilized [3][4] Group 2: Market Trends and Projections - The share of domestic chip servers has increased to 90.1%, a significant rise from around 40% in previous years [4] - The demand for server CPUs is expected to grow, with projections indicating that by 2028, the demand for data center servers will reach 13.99 million units, with a compound annual growth rate of 6% from 2024 to 2028 [7] - The domestic server CPU market is rapidly evolving, with X86 architecture still dominating but Arm architecture gaining market share [8][9] Group 3: Domestic CPU Development - Domestic CPUs such as Haiguang, Kunpeng, and Alibaba's Xuantie are rapidly developing, with a notable increase in market presence [8] - The domestic CPU localization rate has risen from 0% in 2018 to 36% in 2023, with expectations to reach 85% by 2028 due to policy support and technological advancements [9] - The current landscape shows a strong push towards domestic solutions in the server CPU market, driven by both demand and government initiatives [9]

Group 1 - Pingzhi Information has been selected as the eighth candidate for the "2025 China Unicom General Server Centralized Procurement Project" with a bid amount of approximately 451 million yuan [1] - The project involves the procurement of general servers primarily for cloud computing infrastructure [1] - Pingzhi Information was established in November 2002 and focuses on communication equipment, computing power, and operator equity products [1] Group 2 - Betta Pharmaceuticals has submitted an application for the issuance of H shares and listing on the Hong Kong Stock Exchange [2] - Betta Pharmaceuticals was founded in January 2003 and specializes in the production and sales of innovative drugs [2] Group 3 - Guangli Micro plans to sign an agreement with Zhejiang University to establish a joint research center for silicon photonics technology and measurement equipment [3] - The company will invest no less than 15 million yuan over three years for the center's development [3] - Guangli Micro was founded in August 2003 and provides a range of services including integrated circuit manufacturing and design [3] Group 4 - Shanhe Pharmaceutical's controlling shareholder and actual controller has changed due to the passing of Yin Zhenglong, with his wife and daughter inheriting shares [4] - After the change, Wu Changhong holds 20.172% of the total shares, while Yin Zhiya holds 6.724% [4] - Shanhe Pharmaceutical was established in April 2001 and focuses on the research, production, and sales of pharmaceutical excipients [5] Group 5 - Hengwei Technology plans to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd. through a combination of share issuance and cash payment [6] - The acquisition will make Shuhang Technology a subsidiary of Hengwei Technology [6] - Hengwei Technology was founded in March 2003 and specializes in intelligent system solutions [7] Group 6 - Shougang Co. intends to repurchase its A-shares for an amount between 260 million yuan and 520 million yuan [8] - The repurchase will be used for implementing an equity incentive plan [8] - Shougang Co. was established in October 1999 and focuses on the production and sales of steel products [9] Group 7 - Pulit plans to build a 6GWh sodium-ion battery production base in Sichuan with a total investment of approximately 800 million yuan [10] - The project will be constructed in two phases, with the first phase having a capacity of 2GWh [10] - Pulit was founded in October 1999 and specializes in high polymer new materials and battery production [10] Group 8 - Saisir has proposed a cash dividend of 3.1 yuan per 10 shares for its A-share shareholders [10] - Saisir was established in May 2007 and focuses on the research, manufacturing, and sales of new energy vehicles [10] Group 9 - Guangyang Co. plans to establish a wholly-owned subsidiary for the development of precision components for robots [11] - The investment is part of a project to produce high-end components for new energy vehicles and robots [11] - Guangyang Co. was founded in April 1995 and specializes in precision components for various vehicles and equipment [11] Group 10 - Conch New Materials intends to acquire a 51% stake in North China Industrial Plastics Co., Ltd. for approximately 95.27 million yuan [12] - The acquisition will make North China Plastics a subsidiary of Conch New Materials [12] - Conch New Materials was established in October 1996 and focuses on the production and sales of plastic profiles and aluminum profiles [12] Group 11 - Daikin Heavy Industries has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [13] - The company specializes in the production and sales of offshore wind power equipment [13] - Daikin Heavy Industries was founded in September 2003 [13] Group 12 - Tengya Precision plans to invest up to 8 million USD to establish a subsidiary in Vietnam for the production of garden robots and electric tools [14] - The project will involve leasing a factory in Dong Nai Province [14] - Tengya Precision was established in August 2000 and focuses on power tools and building hardware [15] Group 13 - Luoxin Pharmaceutical plans to raise up to 207 million yuan through a private placement for innovative drug research and development [16] - The funds will primarily support clinical research for specific innovative drugs [16] - Luoxin Pharmaceutical was founded in May 1998 and specializes in pharmaceutical product development [17] Group 14 - *ST Guohua's subsidiary has become the first candidate for a project with a bid of 236 million yuan [18] - The project involves a 90-day construction period [18] - *ST Guohua was established in May 1986 and focuses on mobile network security [19] Group 15 - Su Chen Technology plans to acquire 60% of Likong Technology for a total price of 192 million yuan [20] - The acquisition will make Likong Technology a secondary subsidiary of Su Chen Technology [20] - Su Chen Technology was founded in February 2006 and specializes in CAE software development [21] Group 16 - Qingmu Technology's major shareholder plans to reduce their stake by up to 276,000 shares [22] - The reduction is due to the shareholder's financial needs [22] - Qingmu Technology was established in August 2009 and provides comprehensive e-commerce operation services [23] Group 17 - Tongda Sea plans to acquire 40% of Jiangsu Sufuda Data Technology Co., Ltd. for 25.64 million yuan [24] - The acquisition will result in Tongda Sea holding 100% of Sufuda [24] - Tongda Sea was founded in March 1995 and provides information technology services for electronic government affairs [24] Group 18 - Rongsheng Development has signed a memorandum of cooperation to promote the development of the seaplane industry [25] - The cooperation will focus on infrastructure construction and talent training [25] - Rongsheng Development was established in December 1996 and specializes in real estate development [26] Group 19 - Jinma Amusement plans to repurchase 16.52% of its subsidiary for 60 million yuan [28] - The repurchase will convert the subsidiary into a wholly-owned entity [28] - Jinma Amusement was founded in November 2007 and focuses on amusement facilities and projects [28] Group 20 - Huilv Ecology plans to acquire 49% of Junheng Technology for 1.127 billion yuan [29] - The acquisition will make Junheng Technology a wholly-owned subsidiary [29] - Huilv Ecology was established in January 1990 and specializes in optical communication products and landscape engineering [30]

格隆汇9月30日丨平治信息(300571.SZ)公布，近日，中国联通采购与招标网发布了《2025 年中国联通通 用服务器集中采购项目中标候选人公示》，杭州平治信息技术股份有限公司(以下简称"平治信息")为上 述项目的中标候选人之一。 中国联通预中标项目情况 (一)项目名称：2025 年中国联通通用服务器集中采购项目 (五)预中标情况：平治信息为 2025 年中国联通通用服务器集中采购项目标包二的第八中标候选人。中 标含税金额约为人民币 4.51 亿元。 本次中标 2025 年中国联通通用服务器集中采购项目，是公司通用服务器产品再次中标通信运营商大型 通用服务器采购项目，对公司发展通用服务器业务有非常积极、重要的影响，通用服务器主要用于云计 算产业，公司将以该项目为基础，积极参与通信运营商云计算基础设施建设，实现公司的战略发展目 标。 (二)招标人名称：中国联合网络通信有限公司、联通数字科技有限公司 (三)招标代理机构名称：普天信息工程设计服务有限公司 (四)采购内容：通用服务器 ...

中国联通预中标项目情况 (一)项目名称：2025 年中国联通通用服务器集中采购项目 (二)招标人名称：中国联合网络通信有限公司、联通数字科技有限公司 (三)招标代理机构名称：普天信息工程设计服务有限公司 (四)采购内容：通用服务器 格隆汇9月30日丨平治信息(300571.SZ)公布，近日，中国联通采购与招标网发布了《2025 年中国联通通 用服务器集中采购项目中标候选人公示》，杭州平治信息技术股份有限公司(以下简称"平治信息")为上 述项目的中标候选人之一。 (五)预中标情况：平治信息为 2025 年中国联通通用服务器集中采购项目标包二的第八中标候选人。中 标含税金额约为人民币 4.51 亿元。 本次中标 2025 年中国联通通用服务器集中采购项目，是公司通用服务器产品再次中标通信运营商大型 通用服务器采购项目，对公司发展通用服务器业务有非常积极、重要的影响，通用服务器主要用于云计 算产业，公司将以该项目为基础，积极参与通信运营商云计算基础设施建设，实现公司的战略发展目 标。 ...

Group 1 - The company, Pingzhi Information (300571.SZ), has been selected as one of the candidates for the 2025 China Unicom general server centralized procurement project [1] - The total bid amount, including tax, is approximately 451 million yuan [1]

智通财经APP讯，平治信息(300571.SZ)公告，公司为2025年中国联通通用服务器集中采购项目的中标候 选人之一，中标含税金额约为4.51亿元。 ...

泰信中证200指数（290010）成立日期2011年6月9日，最新规模1121.69万。今年以来收益23.2%，同类 排名2354/4220；近一年收益48.71%，同类排名1906/3820；成立以来收益41.35%。 泰信中证200指数（290010）基金经理为张海涛。 9月25日，中科曙光涨5.27%，截至发稿，报123.74元/股，成交53.15亿元，换手率3.00%，总市值 1810.46亿元。 资料显示，曙光信息产业股份有限公司位于北京市海淀区东北旺西路8号院36号楼，成立日期2006年3月 7日，上市日期2014年11月6日，公司主营业务涉及研究、开发、生产制造高性能计算机、通用服务器及 存储产品,并围绕高端计算机提供软件开发、系统集成与技术服务。主营业务收入构成为：IT设备 88.79%，软件开发、系统集成及技术服务11.15%，其他(补充)0.06%。 从基金十大重仓股角度 数据显示，泰信基金旗下1只基金重仓中科曙光。泰信中证200指数（290010）二季度减持200股，持有 股数1903股，占基金净值比例为1.19%，位居第七大重仓股。根据测算，今日浮盈赚取约1.18万元。 风险提示：市场 ...

快查APP显示，大东方、亨通光电相关公司江苏省广电有线信息网络股份有限公司于2025年9月24日发 布一则招标信息，项目名称为江苏省广电有线信息网络股份有限公司通用服务器集中采购项目招标公告 (重新招标)，预算金额为620.00万元。 快查股权穿透数据显示，该公司由大东方、亨通光电持股，出资比例为0.56%、1.37%。 （来源：快查一企业中标了） ...

Group 1 - The core viewpoint of the news is the performance and financial status of Zhongke Shuguang, which saw a stock price increase of 5.03% to 113.95 yuan per share, with a total market capitalization of 166.72 billion yuan [1] - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, specializes in high-performance computing, general servers, and storage products, with 88.79% of its revenue coming from IT equipment [1] - The company also provides software development, system integration, and technical services, contributing 11.15% to its revenue, while other sources account for 0.06% [1] Group 2 - From the perspective of fund holdings, the Galaxy Fund has a significant position in Zhongke Shuguang, with the Galaxy Zhilian Mixed A fund holding 519,644 shares, representing 4.69% of the fund's net value [2] - The Galaxy Zhilian Mixed A fund has achieved a year-to-date return of 15.31% and a one-year return of 62.93%, ranking 2,194 out of 7,980 in its category [2] - The fund manager, Zheng Weishan, has been in charge for 6 years and 133 days, with the best return during his tenure being 248.77% [2]

Core Viewpoint - Huqeen Technology has officially submitted its application to the Hong Kong Stock Exchange, positioning itself as a leading technology-driven intelligent product platform company with over 20 years of experience in the smart product sector [2] Group 1: Company Overview - Huqeen Technology provides end-to-end solutions across the entire value chain, including design, research and development, manufacturing, and operational support [2] - The company has established a strong leading position in major product areas and is recognized as a global leader in the full-stack intelligent product ODM platform [2][3] Group 2: Product Matrix and Market Position - Huqeen Technology has strategically developed a "3+N+3" intelligent product matrix, focusing on three main pillars: smartphones, laptops, and servers, while also expanding into AIoT and data center businesses [3] - The company is the only ODM manufacturer to establish a leading market position across multiple categories, including smartphones, tablets, smart wearables, laptops, and data infrastructure products [3] Group 3: Market Leadership in ODM - Since entering the smartphone industry in 2005, Huqeen Technology has become the world's largest smartphone ODM manufacturer, with projections indicating it will also lead in tablet and smart wearable ODM by 2024 [4] - The company has successfully transferred its operational expertise from smartphone ODM to the laptop sector, becoming the fourth largest laptop ODM manufacturer globally and the largest in mainland China by 2024 [4] Group 4: Data Center and Innovation Opportunities - Huqeen Technology entered the data center market in 2017, developing a comprehensive product portfolio that includes AI servers and switches, becoming a key supplier for major internet companies and cloud service providers [5] - The company is actively exploring opportunities in automotive electronics, software, and robotics, aiming to leverage its platform capabilities to empower partners and create new growth avenues [6]