300857 协创数据
已收盘 10-21 15:00:00
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协创数据374.9亿元大单背后:负债高企之下采购资金从何而来?实际履约率究竟如何?
新浪财经 · 10-21 18:26
协创数据374.9亿元大单背后:负债高企之下采购资金从何而来?实际履约率究竟如何?
协创数据:交易对方项目需求明确,业务背景清晰
证券之星 · 10-21 17:03
协创数据:交易对方项目需求明确,业务背景清晰
协创数据:OmniBot具身智能平台持续拓展行业生态合作
证券之星 · 10-21 17:03
协创数据:OmniBot具身智能平台持续拓展行业生态合作
10月21日协创数据涨6.86%,广发远见智选混合A基金重仓该股
证券之星 · 10-21 16:38
10月21日协创数据涨6.86%,广发远见智选混合A基金重仓该股
协创数据涨6.86%,山西证券一个月前给出“买入”评级
证券之星 · 10-21 16:38
协创数据涨6.86%,山西证券一个月前给出“买入”评级
协创数据(300857)10月20日主力资金净卖出2934.32万元
证券之星 · 10-21 09:12
协创数据(300857)10月20日主力资金净卖出2934.32万元
375亿算力框架协议落地,股价大跌逾7%,协创数据高杠杆扩张藏兑现风险
蓝鲸财经 · 10-20 23:32
375亿算力框架协议落地,股价大跌逾7%,协创数据高杠杆扩张藏兑现风险
拿下3倍营收算力服务大单,股价却暴跌7%,协创数据“纸面利好”难兑现?
东方财富网 · 10-20 23:07
拿下3倍营收算力服务大单,股价却暴跌7%,协创数据“纸面利好”难兑现?
海量财经|374.9亿算力大单落地,协创数据为何“先跌为敬”?
东方财富网 · 10-20 22:19
海量财经|374.9亿算力大单落地,协创数据为何“先跌为敬”?
协创数据:算力服务是公司重点布局的战略业务
证券之星 · 10-20 22:00
协创数据:算力服务是公司重点布局的战略业务
协创数据:本次项目将统筹使用现有算力资产及相关采购安排
证券之星 · 10-20 22:00
协创数据:本次项目将统筹使用现有算力资产及相关采购安排
协创数据:本次签署的重大经营合同为独立签署的合同
证券之星 · 10-20 21:15
协创数据:本次签署的重大经营合同为独立签署的合同
协创数据:公司控股子公司蜂云视界围绕影视、短剧及微剧、广告、文旅等场景推进AIGC平台及内容创作应用
证券之星 · 10-20 20:48
协创数据:公司控股子公司蜂云视界围绕影视、短剧及微剧、广告、文旅等场景推进AIGC平台及内容创作应用
协创数据:现阶段暂未发现该征求意见稿对公司现有经营构成重大不利影响的直接情形
证券之星 · 10-20 20:48
协创数据:现阶段暂未发现该征求意见稿对公司现有经营构成重大不利影响的直接情形
协创数据:不绑定单一芯片厂商
证券之星 · 10-20 20:48
协创数据:不绑定单一芯片厂商
10月20日协创数据跌7.14%,广发远见智选混合A基金重仓该股
证券之星 · 10-20 16:33
10月20日协创数据跌7.14%,广发远见智选混合A基金重仓该股
惊了!超级算力大单
格隆汇 · 10-20 11:05
惊了!超级算力大单
协创数据:关于全资子公司签署日常经营重大合同的公告
同花顺 · 10-19 22:02
协创数据:关于全资子公司签署日常经营重大合同的公告
最高375亿元算力大单砸来!“牛股”协创数据,子公司签署算力云服务协议,年内股价多次单日大涨
同花顺 · 10-19 20:58
最高375亿元算力大单砸来!“牛股”协创数据,子公司签署算力云服务协议,年内股价多次单日大涨
协创数据(300857.SZ)子公司协创智算签署不超过374.9亿元算力云服务协议
智通财经 · 10-19 20:22
协创数据(300857.SZ)子公司协创智算签署不超过374.9亿元算力云服务协议
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公司概况
公司名称:
协创数据技术股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2020-07-27
主营业务:
协创数据技术股份有限公司的主营业务是智能算力产品及服务、数据存储设备、服务器及周边再制造、AIoT智能终端四大板块。公司的主要产品是智能算力产品及服务、数据存储设备、服务器及周边再制造、AIoT智能终端。
发行价格:
9.30
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18:26","pubTimestamp":1792578360,"startTime":"0","endTime":"0","summary":"以公司 2025 年 122.36 亿元的总营收计算,这一合同上限约为其年营收的 3.06 倍,是公开披露口径下A 股最大的单笔算力服务订单。在A股上市公司密集披露大额算力租赁协议的背景下,这份高达374.9亿的订单实际履约能力与真实含金量就成为市场关注焦点。此外,百亿大单背后需要投入大量资金用于前期算力服务器等硬件设备采购,而经历过持续扩张之后,协创数据资产负债率已经高达86.79%,货币资金对短期有息债务的覆盖率不足四成。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2026-10-21/doc-inivysyn8136619.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677621247","title":"协创数据:交易对方项目需求明确,业务背景清晰","url":"https://stock-news.laohu8.com/highlight/detail?id=2677621247","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677621247?lang=zh_cn&edition=full","pubTime":"2026-10-21 17:03","pubTimestamp":1792573404,"startTime":"0","endTime":"0","summary":"证券之星消息,协创数据10月21日在投资者关系平台上答复投资者关心的问题。公司也将严格按照相关法律法规及信息披露规则履行信息披露义务,敬请投资者注意投资风险。本文数据来源于深圳证券交易所互动易,仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102100029110.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677621221","title":"协创数据:OmniBot具身智能平台持续拓展行业生态合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2677621221","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677621221?lang=zh_cn&edition=full","pubTime":"2026-10-21 17:03","pubTimestamp":1792573402,"startTime":"0","endTime":"0","summary":"公司算力集群可支撑OmniBot平台算力需求,公司会结合市场需求、收益情况统筹业务布局,具体业务进展情况请您关注公司定期报告及相关公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102100029107.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677562975","title":"10月21日协创数据涨6.86%,广发远见智选混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2677562975","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677562975?lang=zh_cn&edition=full","pubTime":"2026-10-21 16:38","pubTimestamp":1792571911,"startTime":"0","endTime":"0","summary":"证券之星消息,10月21日协创数据涨6.86%,收盘报215.11元,换手率4.82%,成交量23.37万手,成交额50.14亿元。根据2026基金半年报公募基金重仓股数据,重仓该股的公募基金共271家,其中持有数量最多的公募基金为广发基金的广发远见智选混合A。广发远见智选混合A的前十大重仓股如下:以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102100028454.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677292786","title":"协创数据涨6.86%,山西证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2677292786","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677292786?lang=zh_cn&edition=full","pubTime":"2026-10-21 16:38","pubTimestamp":1792571900,"startTime":"0","endTime":"0","summary":"今日协创数据涨6.86%,收盘报215.11元。2026年9月3日,山西证券研究员盖斌赫,邹昕宸发布了对协创数据的研报《上半年净利润逐季增长,“算-连-存”协同布局》,该研报对协创数据给出“买入”评级。研报中预计公司2026-2028年EPS分别为11.28\\21.83\\26.36,对应公司9月2日收盘价262.05元,2026-2028年PE分别为23.2\\12.0\\9.9,维持“买入-A”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为国盛证券的刘高畅。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102100028450.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300857","002500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677643594","title":"协创数据(300857)10月20日主力资金净卖出2934.32万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2677643594","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677643594?lang=zh_cn&edition=full","pubTime":"2026-10-21 09:12","pubTimestamp":1792545138,"startTime":"0","endTime":"0","summary":"证券之星消息,截至2026年10月20日收盘,协创数据报收于201.3元,下跌7.14%,换手率4.89%,成交量23.73万手,成交额49.2亿元。10月20日的资金流向数据方面,主力资金净流出2934.32万元,占总成交额0.6%,游资资金净流入2.41亿元,占总成交额4.9%,散户资金净流出2.12亿元,占总成交额4.31%。融券方面,融券卖出7.58万股,融券偿还7800.0股,融券余量16.15万股,融券余额3250.39万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102100008280.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","300857"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676697312","title":"375亿算力框架协议落地,股价大跌逾7%,协创数据高杠杆扩张藏兑现风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2676697312","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676697312?lang=zh_cn&edition=full","pubTime":"2026-10-20 23:32","pubTimestamp":1792510344,"startTime":"0","endTime":"0","summary":"374.9亿算力框架暗藏免责条款,神秘客户有较大解约空间值得注意的是,该协议仅为框架意向,并未设置具备强制效力的采购义务。374.90亿元这一数字依据合同服务期限、算力服务数量及每月服务价格等要素测算,含税,最终以实际结算为准。按照协议约定,客户拥有较大的解约空间,提前十天书面告知即可终止协议或者单笔订单。受算力概念持续催化,公司股价今年以来表现强势。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1792504539292833438","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677971276","title":"拿下3倍营收算力服务大单,股价却暴跌7%,协创数据“纸面利好”难兑现?","url":"https://stock-news.laohu8.com/highlight/detail?id=2677971276","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677971276?lang=zh_cn&edition=full","pubTime":"2026-10-20 23:07","pubTimestamp":1792508842,"startTime":"0","endTime":"0","summary":"千亿算力龙头协创数据(300857.SZ),因披露一份3倍于年营收的算力服务合同备受瞩目。10月19日晚间,协创数据公告全资子公司协创智算科技(深圳)有限公司与客户签署《算力云服务协议》,预计总金额不超过374.9亿元,订单服务期限为合同约定的订单验收通过且客户出具验收报告次日起60个月。客户信息以“商业秘密及战略发展考虑”为由豁免披露,公司称双方不存在关联关系。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1354,202610203901688119.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202610203901688119.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["300857"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676069237","title":"海量财经|374.9亿算力大单落地,协创数据为何“先跌为敬”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2676069237","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676069237?lang=zh_cn&edition=full","pubTime":"2026-10-20 22:19","pubTimestamp":1792505940,"startTime":"0","endTime":"0","summary":"海报新闻记者邓慧慧报道10月19日晚间,协创数据公告全资子公司协创智算签署《算力云服务协议》,预计总金额不超过374.90亿元(含税),服务期限为订单验收通过次日起60个月。截至公告披露日,协议已生效。以协创数据2026年上半年125.23亿元的营收为参照,这一纸合同的金额上限,约等于公司半年营收的三倍。但截至10月20日收盘,协创数据跌超7%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1354,202610203901648919.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1354,202610203901648919.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676968691","title":"协创数据:算力服务是公司重点布局的战略业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2676968691","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676968691?lang=zh_cn&edition=full","pubTime":"2026-10-20 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本次合同所需服务器,是否主要来自2025-2026年已披露的322亿元采购计划及现有算力资产?具体业务进展请以公司公告及定期报告为准。本文数据来源于深圳证券交易所互动易,仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102000036314.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300857","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2676699830","title":"协创数据:本次签署的重大经营合同为独立签署的合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2676699830","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2676699830?lang=zh_cn&edition=full","pubTime":"2026-10-20 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