截至发稿，协创数据市值为483亿元。 （记者 贾运可） 2025年1至6月份，协创数据的营业收入构成为：计算机和通信和其他电子设备制造业占比100.0%。 每经AI快讯，协创数据（SZ 300857，收盘价：139.5元）12月16日晚间发布公告称，公司第四届第九次 董事会会议于2025年12月15日以通讯表决方式召开。会议审议了《关于公司及子公司2025年度新增向银 行等金融或非金融机构申请综合授信暨有关担保的议案》等文件。 每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ ...

协创数据公告称，公司及子公司拟向控股股东协创智慧新增不超5亿元借款（可滚动使用），期限三 年，利率不超央行同期贷款利率。截至核查意见出具日，协创智慧持股20.30%，为关联法人。公司 2025年12月15日董事会已审议通过该议案，关联董事耿康铭回避表决。新增借款后，累计借款不超20亿 元。协创智慧2024年净利润1.69亿元，有履约能力。此前，协创智慧已为公司提供8.8亿元借款及54亿元 担保。 ...

Core Viewpoint - The Shenzhen Stock Exchange indices will undergo sample adjustments effective from December 15, with significant changes in the constituent stocks of various indices [1] Group 1: Index Adjustments - The Shenzhen Component Index will replace 17 constituent stocks, adding 7 from the main board and 10 from the ChiNext [1] - The ChiNext Index will replace 8 constituent stocks [1] - The Shenzhen 100 Index will replace 7 constituent stocks, with 4 from the main board and 3 from the ChiNext [1] - The ChiNext 50 Index will replace 5 constituent stocks [1] Group 2: New Additions - New additions to the Shenzhen Component Index include Demingli, Wolong Nuclear Material, and Tuo Wei Information [1] - New additions to the ChiNext Index include Shuanglin Shares, Changshan Pharmaceutical, and Fulian Precision [1] - New additions to the Shenzhen 100 Index include Cangge Mining, Guohuo Aviation, and Dongshan Precision [1] - New additions to the ChiNext 50 Index include Changshan Pharmaceutical, Feilihua, and Xiechuang Data [1]

天风证券股份有限公司 关于协创数据技术股份有限公司 2025 年度定期现场检查报告 | 保荐人名称：天风证券股份有限公司 被保荐公司简称：协创数据 | | --- | | 保荐代表人姓名：何朝丹 联系电话：021-60255085 | | 保荐代表人姓名：张兴旺 联系电话：021-60255085 | | 现场检查人员姓名：何朝丹 | | 现场检查对应期间：2025 年度 | | 现场检查时间：2025 年 12 月 11 日至 2025 年 12 月 12 日 | | 一、现场检查事项 现场检查意见 | | （一）公司治理 是 否 不适用 | | 现场检查手段 | | （1）查阅公司章程、三会议事规则及相关治理制度； | | （2）查阅公司的董事会、监事会和股东大会会议文件； | | （3）现场查看公司主要管理场所； | | （4）访谈上市公司的董事会秘书； | | （5）对有关文件、原始凭证及其他资料进行查阅、复制、记录； | | 1.公司章程和公司治理制度是否完备、合规 √ | | 2.公司章程和三会规则是否得到有效执行 √ | | 3.三会会议记录是否完整，时间、地点、出席人员及会议内 √ | | 容 ...

Core Viewpoint - The U.S. government's decision to lift the sales restrictions on NVIDIA's H200 may have implications for the company's computing power leasing business, but the overall impact on the industry is still under evaluation [1] Group 1: Company Impact - The company is closely monitoring policy developments and market dynamics regarding the procurement of the H200 model by domestic enterprises [1] - Specific operational details regarding the business will be disclosed in future reports and announcements [1] Group 2: Industry Considerations - Domestic regulatory authorities are currently considering whether to allow local companies to purchase the mentioned model and how to set potential procurement restrictions [1] - The overall impact of the lifted sales restrictions on the industry is yet to be fully assessed [1]

Core Viewpoint - Recently, Xiechuang Lingxi Zhican Technology (Shenzhen) Co., Ltd. was established with a registered capital of 10 million yuan, focusing on data processing services, retail of computer software and hardware, software sales, and artificial intelligence resources and technology platforms [1] Company Summary - The new company is wholly owned by Xiechuang Data (300857) [1] - The business scope includes data processing services, retail of computer software and hardware, software sales, and artificial intelligence foundational resources and technology platforms [1]

Group 1 - The company has received inquiries from investors regarding the lack of transparency in its operational updates, particularly about the authenticity of its claims regarding order volumes [2] - The company confirmed that it maintains a responsible attitude towards all shareholders and adheres to legal disclosure obligations, stating that it has a substantial backlog of orders and is actively working on their delivery [2] - The company is focusing on the development of its AI short drama business, utilizing AIGC technology, and has been publishing content on relevant social media platforms [2]

Core Viewpoint - The 2025 "Shangzheng Eagle·Gold Quality" award ceremony recognized outstanding companies and management in the context of high-quality development, with Yeng Kangming, Chairman of Co-creation Data, receiving the "Outstanding Entrepreneur" award [1][5]. Company Overview - Co-creation Data focuses on "collaborative innovation" and aligns with global technological trends, responding to national high-tech industry strategies through optimized resource allocation and scale effects [5]. - The company is evolving into a global leader in smart IoT terminal manufacturing, comprehensive cloud service provision, smart storage device manufacturing, and server remanufacturing [5]. - Co-creation Data aims to deepen its engagement in intelligent computing, lead innovations in smart terminals and robotics, and build a global cloud service platform for sustainable development and value co-creation [5]. Industry Recognition - The "Shangzheng Eagle·Gold Quality" award is one of the most authoritative and influential awards in the domestic listed company sector, aimed at recognizing market entities that actively contribute to high-quality development [5]. - The award seeks to stimulate market vitality and support the stability and long-term development of China's capital market, serving as a "ballast stone" for deepening reforms [5].

Group 1 - The A-share technology sector continues to rise, with strong performance in computing hardware, CPO, and humanoid robot sectors, and the AI ETF (515070) shows a slight increase of 0.11% during trading [1] - The Ministry of Industry and Information Technology emphasizes accelerating the mutual development of industrial internet with AI, 5G, big data, and cloud computing, highlighting the importance of systematic advantages and the need for deep integration of various technologies [1] - The AI industry is still in a high prosperity cycle, with a positive outlook for the domestic industrial chain, focusing on two main investment directions: computing infrastructure and the commercialization of AI technology in vertical industries [2] Group 2 - The AI ETF (515070) tracks the CS AI theme index (930713), selecting component stocks that provide technology, basic resources, and applications for AI, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks in the AI ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology, indicating a concentration of key players in the AI sector [2]

Core Viewpoint - The article discusses the performance of the ChiNext Artificial Intelligence ETF managed by Huaxia Fund Management, highlighting its recent market activity and returns since inception [1]. Group 1: ETF Performance - The ChiNext Artificial Intelligence ETF (159381) opened with a gain of 0.53%, priced at 1.695 yuan [1]. - Since its inception on March 14, 2025, the fund has achieved a return of 68.77%, with a monthly return of 3.20% [1]. Group 2: Top Holdings - Key stocks in the ETF include: - Zhongji Xuchuang, which opened up by 0.75% - Xinyi Sheng, which increased by 1.98% - Tianfu Communication, which rose by 3.14% - Xiechuang Data, which gained 0.55% - Ruantong Power, which went up by 0.87% - Allwinner Technology remained unchanged at 0.00% - Shenxinfu increased by 0.10% - Beijing Junzheng rose by 0.61% - Zhongke Chuangda increased by 0.31% - Jingjiawei decreased by 0.39% [1].