A-share Announcement Highlights | 10 consecutive limit ups for Shanghai New Centurion Network Information Technology (605398.SH) and other stocks indicate trading risks.
12/02/2025
GMT Eight
Focus of the day
1. Shanghai New Centurion Network Information Technology, which has had 10 consecutive trading days of gains, is currently in the research and development stage of its IT operations intelligent body business and has not yet generated income.
Shanghai New Centurion Network Information Technology issued a risk warning announcement for stock trading, stating that the company is a provider of cloud-based full-stack intelligent operation products and services, with its main business being smart operation products and implementation services, traditional third-party operation services and engineering, traditional software products and development, and sales of original factory hardware and services. The company does not own data centers nor does it engage in commercial operation of data centers. The company's IT operations intelligent body business involves the application of AI technology in the IT operations industry, which is significantly different from general AI in terms of product form and application scope. This business is currently in the research and development stage and has not yet generated income, so there is uncertainty regarding the success of future research and the generation of income.
2. MeiG Smart Technology, with 8 consecutive trading days of gains, has clarified that it has no business dealings or equity relationships with DeepSeek Development Company.
MeiG Smart Technology issued an announcement regarding abnormal and seriously abnormal fluctuations in stock trading, stating that the company's stock has had an average turnover rate that is 41.74 times higher than the average turnover rate of the previous 5 trading days for one consecutive trading day, with an accumulated turnover rate of 34.42%, making it an abnormal trading situation. Additionally, the company's stock has seen a cumulative price increase deviation exceeding 100% for 8 consecutive trading days from January 24th to February 12th, indicating a serious abnormal trading situation. The company has clarified that it has no business dealings or equity relationships with DeepSeek Development Company, and the related model adaptation and end deployment work is in the early research and development stage, with uncertainties regarding its impact on operating performance. The company's daily operations are normal, with no undisclosed major events or important information. The company's stock price is significantly higher than industry price-to-book and price-earnings ratios, so investors are advised to make decisions cautiously and be mindful of investment risks.
3. Zhejiang Orient Financial Holdings Group, which has had 7 consecutive trading days of gains, has clarified that it has not directly or indirectly invested in Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.
Zhejiang Orient Financial Holdings Group issued an announcement regarding abnormal and seriously abnormal fluctuations in stock trading, as the company's stock has closed at the daily limit price for 7 consecutive trading days since January 27th, with a cumulative increase of 95.03%, indicating a situation of overheated market sentiment and high speculation risk. The company has noted that some media outlets have considered the company's stock to be a "DeepSeek concept stock," attracting attention from the capital market. Upon verification, as of the date of this announcement, the company and its affiliated fund sectors have not directly or indirectly invested in Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.
4. Hang Zhou Iron & Steel, with 6 consecutive trading days of gains, has clarified that it is not involved in the core technology of DeepSeek system development and application.
Hang Zhou Iron & Steel issued an announcement regarding abnormal fluctuations in stock trading, mentioning recent reports related to the deployment and adaptation of the subsidiary DeepSeek. The company's main business is the production and sale of steel and its rolled products, and there will be no changes in the company's main business in the short term. The company's computing power business model mainly involves the purchase of hardware equipment and related software, integration to provide leasing services to customers, without involvement in the development of core computing power technology, with an estimated share of the total business income for 2024 being 0.06%, a very small proportion. The deployment and adaptation of DeepSeek mentioned in the media reports refer to the installation of DeepSeek software in partner systems under the above business model. The company has no relation to the core technology of the DeepSeek system development and application and has no business dealings with Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd. Investors are urged to pay attention to investment risks.
5. Zhejiang Daily Digital Culture Group, with 6 consecutive trading days of gains, has clarified that it has no direct or indirect equity relationship with DeepSeek.
Zhejiang Daily Digital Culture Group issued a risk warning announcement for stock trading, stating that the company's stock has had a cumulative increase of 87.18% over eight consecutive trading days, indicating a potential risk of a subsequent decline after a large short-term increase. Upon verification, the company and its subsidiaries have no direct or indirect equity relationship with DeepSeek, nor have they engaged in any business cooperation.
6. Bonree Data Technology has had 6 consecutive trading days of gains and clarified that while its new core product has integrated and applied some DeepSeek-related models, it has not yet generated performance income.
Bonree Data Technology issued an announcement regarding abnormal fluctuations in stock trading, stating that although some capabilities of the company's new core product, Bonree ONE, have integrated and applied DeepSeek-related models, they have not yet generated performance income, with no substantial impact on the company's business operations and performance contribution at present.
7. WPG (Shanghai) Smart Water Public Co.,Ltd., with 2 consecutive trading days of gains, clarified that it has not signed a service cooperation agreement with DeepSeek.
WPG (Shanghai) Smart Water Public Co.,Ltd. issued an announcement regarding abnormal fluctuations in stock trading, noting that its stock has been included in DeepSeek concept stocks on relevant platforms. The company clarified the following regarding the matter: the company's subsidiary, WPG (Shanghai) Smart Water Public Co.,Ltd., has not signed a service cooperation agreement with DeepSeek.Art Water Public Co., Ltd. has also integrated and deployed DeepSeek on the HeTu AI platform to enhance the platform's intelligent interaction and analysis capabilities. However, the company has not signed a service cooperation agreement with DeepSeek, and this matter has no substantial impact on the company's main business operations. As of the disclosure date of this announcement, the company does not directly or indirectly hold any equity in Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.8. Wuhan Golden Laser: IP derivative business revenue accounts for a small proportion of the company's total operating income.
Wuhan Golden Laser announced that the company has noticed the recent market attention to the IP economy (referred to as the "Guizi economy" in the market), and the related sector has been active. The company's main business is the manufacture of high-end digital laser equipment and the operation of IP derivative products. The revenue from IP derivative business accounts for a small proportion of the company's total operating income, at around 6% as of the third quarter of 2024. It is in a loss-making state and has a significant impact on the company's net profit. The company reminds investors to be cautious of risks in the secondary market trading, make rational decisions, and invest prudently. There have been no major changes in the company's operating situation and internal and external operating environment recently.
9. Wasu Media Holding: The company's cultural and tourism card product has launched the integration of the Ai Jia smart assistant with DeepSeek.
Wasu Media Holding announced that the "Shihua Zhejiang Cultural and Tourism Card" product operated and developed by the company has launched the integration of the Ai Jia smart assistant with DeepSeek. The cultural and tourism promoter Ai Jia can provide personalized intelligent services to users, optimizing the functions of the cultural and tourism card product, with no direct substantial impact on the company's business revenue. Currently, the sales volume of cultural and tourism cards exceeds 160,000, with a terminal selling price of 199 yuan per card, which has not had a significant impact on the company's performance. The company advises investors to make decisions cautiously and invest rationally.
10. Fulin Precision: Intends to invest 110 million yuan in the construction of the Siasun Robot & Automation intelligent electric joint module research and production base project.
Fulin Precision announced that in order to meet the development needs of the company's Siasun Robot & Automation industry and accelerate the development and industrialization of key hardware intelligent electric joints of Siasun Robot & Automation, the company intends to sign an investment agreement on the Siasun Robot & Automation intelligent electric joint module research and production base project with the People's Government of Fucheng District, Mianyang City. The company plans to invest 110 million yuan in the construction of the Siasun Robot & Automation intelligent electric joint module research and production base project in Fucheng District, Mianyang City.
11. Zhongrun Resources Investment Corporation: The company's stock may be delisted.
Zhongrun Resources Investment Corporation announced that the company's stock has been subject to delisting risk warning and other risk warnings since May 6, 2024. If the situations specified in Article 9.3.12 of the "Shenzhen Stock Exchange Stock Listing Rules (2024 Revision)" occur within the 2024 financial year, there is a risk of the company's stock being delisted. The main risks include the audited total profit, net profit, and net profit after deducting non-recurring gains and losses are all negative, and the deducted operating income is less than 300 million yuan; financial accounting reports are issued with qualified opinions, inability to express an opinion, or negative opinions in audit reports, etc. The company expects a net loss of 93 million to 138 million yuan and an operating income after deduction of 310 million to 340 million yuan in 2024. Specific data are subject to the audit report issued by the annual auditor.
Business Performance
1. Seazen Holdings: Contract sales amount for January was approximately 1.017 billion yuan, a year-on-year decrease of 72.45%.
Seazen Holdings announced that the company achieved a contract sales amount of approximately 1.017 billion yuan in January, a decrease of 72.45% compared to the same period last year; sales area was approximately 115,600 square meters, a decrease of 77.44% year-on-year.
2. Luoniushan Co., Ltd.: Sales revenue of live pigs in January decreased by 29.07% year-on-year.
Luoniushan Co., Ltd. announced that in January 2025, the company sold 39,200 live pigs, with sales revenue of 82.5112 million yuan, representing changes of -40.70% and -38.34% month-on-month, and -49.52% and -29.07% year-on-year, respectively.
Large Orders
National Silicon Industry Group: Signed a 1.054 billion yuan framework contract for electronic grade polycrystalline silicon procurement.
Wuxi Huaguang Environment & Energy Group: Signed a 622 million yuan project general contract.
Changjiang & Jinggong Steel Building: Subsidiary signed a 149 million yuan Engineering, Procurement, and Construction (EPC) contract.
Shanghai Tianyong Engineering: Won a bid for a 52 million yuan renovation project.