"问题，广电运通(002152)1月5日在互动平台回复称，广电五舟冷板式液冷工作站采用定制化的冷板、 冷管、冷却液、冷排等部件组成的散热系统，可应用于深度学习、人脸识别、金融建模等领域。 证券时报e公司讯，就"公司在液冷服务器方面有什么产品？ ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 12.46 yuan, corresponding to 2024-2026 P/E ratios of 28.1x, 24.6x, and 21.5x respectively [141] Core Views - The company benefits from its leading position in domestic smart financial equipment and accelerated overseas expansion, with stable revenue growth expected in its financial technology business [141] - In the urban intelligence sector, the company has made forward-looking layouts in multiple areas, with some sub-segments expected to further release performance elasticity [141] - The company's valuation is lower than the average P/E ratios of comparable companies (65.7x, 48.6x, 36.0x for 2024-2026), supporting the "Buy" rating [141] Financial Technology Business - The company maintains a leading position in the domestic smart financial equipment market, ranking first in market share for 16 consecutive years [5] - Overseas business revenue accounted for 17.92% in 2023, up from 9.96% in 2019, with a year-on-year growth of over 50% [5] - In H1 2024, the company signed new overseas contracts exceeding 1 billion yuan, covering five major regions globally [5] - The company has actively embraced domestic substitution, with its products and solutions certified by domestic operating systems like Kirin, Tongfang, and Tongxin [5] Urban Intelligence Business - The company has actively participated in the construction and operation of the Guangzhou AI Public Computing Power Center and established the Digital Investment Platform [18] - It has acquired equity in Guangzhou Data Exchange and completed the acquisition of Zhongshu Zhihui, comprehensively laying out data element business [18] - The company has won multiple computing power projects in 2024 and deepened cooperation with Huawei Ascend based on its self-developed "Wangdao" native large model [18] - Its subsidiary, Guangzhou Wuzhou, achieved revenue of 1.298 billion yuan in 2023 and has become an important strategic partner of Huawei Kunpeng and Ascend [18] Financial Performance - In the first three quarters of 2024, the company achieved total operating revenue of 7.118 billion yuan, a year-on-year increase of 23.93% [29] - Net profit attributable to the parent company was 673 million yuan, a year-on-year decrease of 10.58%, mainly due to temporary pressure on the profit side [29] - The company's expense control was good, with sales/management/R&D expense ratios of 6.94%/5.79%/8.82% respectively, all showing year-on-year declines [36] Development Strategy - The company has gone through three major development stages: ATM core technology innovation (1999-2014), financial security business expansion (2014-2017), and AI strategic upgrade (2017-present) [11] - It focuses on two main lines: financial technology and urban intelligence, with AI elements empowering business expansion [17] - The company has established a "124" development strategy, focusing on financial technology and urban intelligence while promoting AI full-element development [82]

广电运通集团股份有限公司 关于承接广州智算运行服务平台（一期）项目暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、关联交易概述 证券代码：002152 证券简称：广电运通 公告编号：临 2024-064 1、近日，广电运通集团股份有限公司（以下简称"公司"）收到广东和信招标代理有 限公司发出的《成交通知书》，公司为"广州智算运行服务平台（一期）项目（项目编号： GDHXFB2410108）"的成交供应商，成交价为 2,750 万元。 2、公司独立董事于2024年12月10日召开第七届董事会独立董事专门会议第七次会议， 审议通过了《关于承接广州智算运行服务平台（一期）项目暨关联交易的议案》，并同意将 该议案提交公司董事会审议。 公司于2024年12月13日召开的第七届董事会第十次（临时）会议以6票同意、0票反对、 0票弃权的表决结果审议通过了《关于承接广州智算运行服务平台（一期）项目暨关联交易 的议案》，其中关联董事邓家青、赵倩、钟勇对该议案回避表决。 公司于2024年12月13日召开的第七届监事会第八次（临时）会议以3票同意、0票反对、 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2024-062 广电运通集团股份有限公司 第七届监事会第八次（临时）会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 表决结果：3 票同意，0 票反对，0 票弃权。 详见公司于 2024 年 12 月 14 日刊登在巨潮资讯网 www.cninfo.com.cn 及《证券时报》《中 国证券报》《上海证券报》《证券日报》上的临时公告。 二、审议通过了《关于承接广州智算运行服务平台（一期）项目暨关联交易的议案》 经审核，监事会认为：本次关联交易属于正常的商业行为，公司董事会对该议案的审议 及表决符合《公司法》和《公司章程》等有关法律法规及规范性文件的规定程序，合法有效。 因此，监事会同意本次关联交易事项。 表决结果：3 票同意，0 票反对，0 票弃权。 详见公司于 2024 年 12 月 14 日刊登在巨潮资讯网 www.cninfo.com.cn 及《证券时报》《中 国证券报》《上海证券报》《证券日报》上的临时公告。 特此公告！ 广电运通集团股份有限公司（以下简称"公司"）第七届监事会第八次 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2024-063 广电运通集团股份有限公司 关于增加 2024 年度日常关联交易预计额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 广电运通集团股份有限公司（以下简称"公司"）于2024年3月28日召开第七届董事会 第四次会议及第七届监事会第三次会议，审议通过了《关于2024年度日常关联交易预计的议 案》，于2024年4月25日、5月15日分别召开第七届董事会第五次（临时）会议及第七届监事 会第四次（临时）会议、2024年第一次临时股东大会，审议通过了《关于增加2024年度日常 关联交易预计额度的议案》，于2024年10月30日召开第七届董事会第九次（临时）会议及第 七届监事会第七次（临时）会议，审议通过了《关于调整2024年度日常关联交易预计额度的 议案》，预计2024年度公司及控股子公司与关联人发生的日常关联交易金额总计不超过 39,770万元。（详见公司于2024年3月30日、4月26日、5月16日、10月31日刊登在《证券时 报》《中国证券报》《上海证券报》《证券日报》及巨潮资讯网w ...

证券代码：002152 证券简称：广电运通 公告编号：临 2024-061 广电运通集团股份有限公司 第七届董事会第十次（临时）会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 广电运通集团股份有限公司（以下简称"公司"）第七届董事会第十次（临时）会议于 2024 年 12 月 13 日以通讯方式召开。召开本次会议的通知及相关资料已于 2024 年 12 月 10 日以电话、电子邮件等方式送达各位董事。2024 年 12 月 13 日，9 位董事均对本次会议审议 事项进行了表决。本次会议的召开符合《公司法》及《公司章程》的有关规定。会议经审议 通过如下决议： 一、审议通过了《关于增加 2024 年度日常关联交易预计额度的议案》 董事会同意公司增加 2024 年度日常关联交易预计额度 2,150 万元。本次增加日常关联交 易预计额度后，2024 年度公司及控股子公司与关联人发生的日常关联交易预计金额总计不超 过 41,920 万元。 由于此项议案涉及的交易为关联交易，关联董事邓家青、赵倩、钟勇回避了表决。 本议案已经公司独立董事专门会议事前审议通过， ...

证券代码：002152 证券简称：广电运通 公告编号：临 2024-060 广电运通集团股份有限公司 关于全资子公司运通信息增资扩股事项预挂牌的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、本次预挂牌仅为信息预披露，目的在于征寻意向方，不构成交易行为，交易对方尚 不确定，无法判断是否构成关联交易。 2、本次增资扩股事项尚需履行有权批准单位的批准程序，并履行公司内部审议程序， 公司将根据事项进展情况履行相应的审议程序及信息披露义务，敬请广大投资者注意投资风 险。 一、事项概述 二、预挂牌标的基本情况 1、基本情况 公司名称：广州广电运通信息科技有限公司 法定代表人：解永生 注册资本：5,000 万元 成立日期：2013 年 11 月 18 日 1 住 所：广州市黄埔区科学城科林路 11 号 701 房 广电运通集团股份有限公司（以下简称"公司"）全资子公司广州广电运通信息科技有 限公司（以下简称"运通信息"）拟通过公开挂牌方式增资扩股引入战略投资者。根据国有 资产管理的有关规定，运通信息本次增资扩股将在广东联合产权交易中心进行预挂牌 ...

Group 1: International Market Opportunities - The company has been expanding its international business since 2003, with significant growth observed in the last two years [1] - In the first half of this year, the company signed new international business contracts exceeding 1 billion CNY, indicating substantial growth potential [1] - There is considerable market space for financial service infrastructure in regions like Asia-Pacific, Middle East, Latin America, and Africa, which are still developing [1] Group 2: Domestic Market Development - The company has maintained its leading position in the domestic smart financial equipment market for 16 consecutive years [2] - Recently, the company won a bid for a cash deposit and withdrawal integrated machine project with China Agricultural Bank, with a bid amount of 921 million CNY, securing over 60% of the project share [2] - The domestic financial equipment market still has considerable growth potential as banks continue to invest in innovative financial equipment [2] Group 3: Data Element Business Progress - The company is actively advancing its data element business, aligning with national policies on public data resource development [2] - A comprehensive public data development platform has been established in Guangzhou, with the company collaborating with local data groups to enhance data service offerings [2] - The company aims to leverage data elements to support digital finance, transportation, and government sectors [2] Group 4: Payment Business Strategy - The company is focused on creating a comprehensive product and service system for payment, settlement, and value-added services [2] - It is actively developing digital RMB payment services and has recently won a significant project for a digital RMB service platform [2] - The company has obtained qualifications for cross-border RMB settlement and is exploring overseas licensing opportunities [2] Group 5: Market Value Management - The company emphasizes market value management through various channels, including roadshows and investor meetings [3] - Since its listing, the company has conducted 17 cash dividend distributions, totaling 4.39 billion CNY, which accounts for 38.43% of its net profit [3] - The company aims to enhance information disclosure quality and strengthen communication with investors to convey its value [3]

Group 1 - The core point of the article is that Guangdian Yuntong has reported a decrease in the number of shareholders, indicating a potential shift in investor interest [1] - As of November 10, the number of shareholders for Guangdian Yuntong was 102,810, which is a decrease of 10,027 shareholders compared to the previous period, representing a decline of 8.89% [1] - The latest stock price of Guangdian Yuntong is 12.66 yuan, reflecting an increase of 3.01%, with a cumulative increase of 2.76% since the concentration of shares began [1] Group 2 - The stock experienced 7 days of increases and 4 days of decreases during the reporting period [1]

证券代码：002152 证券简称：广电运通 公告编号：临 2024-059 广电运通集团股份有限公司 关于收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 广电运通集团股份有限公司（以下简称"公司"）于近日收到中国通信建设集团有限公 司出具的《中标通知书》，公司为"中国农业银行 2024 年自助设备项目（包件一）存取款 一体机（招标编号：CITCC-NYYH202407001-1）"的中标人，现将有关内容公告如下： 一、中标项目情况 1、项目编号：CITCC-NYYH202407001-1 2、项目名称：中国农业银行 2024 年自助设备项目（包件一）存取款一体机 3、招标人：中国农业银行股份有限公司 4、招标代理机构：中国通信建设集团有限公司 董 事 会 三、风险提示 1 公司尚未与采购单位签订正式项目合同，本项目的具体内容以签订的项目合同相关商务 条款为准。敬请广大投资者注意投资风险。 特此公告！ 广电运通集团股份有限公司 5、中标人：广电运通集团股份有限公司 6、中标情况：公司为本项目第一中标人，公司投标报价为 921,022,202 ...