301382 蜂助手
已收盘 09-30 15:00:00
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蜂助手签下97亿算力合同!
市场资讯 · 09-30
蜂助手签下97亿算力合同!
蜂助手:已建立重大合同风险防控与违约追责管理机制
证券之星 · 09-30
蜂助手:已建立重大合同风险防控与违约追责管理机制
蜂助手涨6.05%,太平洋一个月前给出“买入”评级
证券之星 · 09-29
蜂助手涨6.05%,太平洋一个月前给出“买入”评级
蜂助手最新公告:签署57.17亿元算力服务协议同时签署39.6亿元算力服务器采购协议
证券之星 · 09-28
蜂助手最新公告:签署57.17亿元算力服务协议同时签署39.6亿元算力服务器采购协议
蜂助手(301382)披露为子公司提供担保的进展公告,9月24日股价上涨0.88%
证券之星 · 09-24
蜂助手(301382)披露为子公司提供担保的进展公告,9月24日股价上涨0.88%
蜂助手:拟采购高性能算力服务器的方式进行“来数加工”—token出海
证券之星 · 09-21
蜂助手:拟采购高性能算力服务器的方式进行“来数加工”—token出海
蜂助手:正在适配英伟达/升腾/瀚博等算力服务器
格隆汇 · 09-16
蜂助手:正在适配英伟达/升腾/瀚博等算力服务器
蜂助手:9月15日召开业绩说明会,投资者参与
证券之星 · 09-15
蜂助手:9月15日召开业绩说明会,投资者参与
蜂助手:高性能服务器算力服务订单额约46.08亿元 四季度起分批交付
格隆汇 · 09-15
蜂助手:高性能服务器算力服务订单额约46.08亿元 四季度起分批交付
蜂助手涨6.16%,太平洋二周前给出“买入”评级
证券之星 · 09-14
蜂助手涨6.16%,太平洋二周前给出“买入”评级
蜂助手:公司已公告的46.08亿元算力合同采用“分批次交付、按月回款、逐月确认收入”的常态化模式
证券之星 · 09-11
蜂助手:公司已公告的46.08亿元算力合同采用“分批次交付、按月回款、逐月确认收入”的常态化模式
蜂助手:公司自研的算力调度引擎支持对ARM架构芯片进行算力弹性调度
证券之星 · 09-11
蜂助手:公司自研的算力调度引擎支持对ARM架构芯片进行算力弹性调度
股市必读:蜂助手新发布《蜂助手股份有限公司关于参加2026年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会活动的公告》
证券之星 · 09-11
股市必读:蜂助手新发布《蜂助手股份有限公司关于参加2026年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会活动的公告》
蜂助手:数字商品运营是公司的基本盘业务
证券之星 · 09-08
蜂助手:数字商品运营是公司的基本盘业务
蜂助手:云终端技术和算力运营板块目前发展稳健
证券之星 · 09-08
蜂助手:云终端技术和算力运营板块目前发展稳健
蜂助手(301382)披露关于持股5%以上股东部分股份质押的公告,9月4日股价下跌1.44%
证券之星 · 09-04
蜂助手(301382)披露关于持股5%以上股东部分股份质押的公告,9月4日股价下跌1.44%
蜂助手(301382)披露光大证券关于公司2026年半年度跟踪报告,9月2日股价下跌0.5%
证券之星 · 09-02
蜂助手(301382)披露光大证券关于公司2026年半年度跟踪报告,9月2日股价下跌0.5%
太平洋:给予蜂助手买入评级
证券之星 · 08-28
太平洋:给予蜂助手买入评级
股市必读:蜂助手中报 - 第二季度单季净利润同比增长1.97%
证券之星 · 08-28
股市必读:蜂助手中报 - 第二季度单季净利润同比增长1.97%
蜂助手:公司将Token运营作为算力建设与运营板块的重点拓展方向
证券之星 · 08-27
蜂助手:公司将Token运营作为算力建设与运营板块的重点拓展方向
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公司概况
公司名称:
蜂助手股份有限公司
所属行业:
互联网和相关服务
上市日期:
2023-05-17
主营业务:
蜂助手股份有限公司的主营业务是数字商品的综合运营服务。公司的主要产品是数字商品综合运营服务业务。
发行价格:
23.80
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16:40","pubTimestamp":1790757600,"startTime":"0","endTime":"0","summary":"8月份,蜂助手全资子公司雅安云算与A公司签署《算力服务器采购协议》,协议总金额约30.63亿元。不到两个月,蜂助手再次宣告百亿大单。算力重资产布局下的盈利考验继8月子公司落地76.7亿元算力大单、完成从轻资产向算力重资产转型的标志性跨越后,蜂助手9月末再度以母公司主体落地近97亿元算力新单,持续加码长周期、高投入的算力运营业务。","market":"sg","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/s/2026-09-30/doc-initqzmc5760506.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":["301382","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671225602","title":"蜂助手:已建立重大合同风险防控与违约追责管理机制","url":"https://stock-news.laohu8.com/highlight/detail?id=2671225602","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671225602?lang=zh_cn&edition=full","pubTime":"2026-09-30 11:33","pubTimestamp":1790739200,"startTime":"0","endTime":"0","summary":"证券之星消息,蜂助手09月30日在投资者关系平台上答复投资者关心的问题。公司已建立重大合同风险防控与违约追责管理机制。客户侧,签约前公司对交易对手资质、履约能力、项目可行性开展多维度评审,同时,在签订的算力服务协议中已就违约责任及争议解决等事项作出明确约定,不存在客户无责违约条款。若后续合同发生重大变化,公司将严格按照监管规则及时履行信息披露义务。敬请广大投资者理性投资,注意投资风险。","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/RB2026093000015111.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":["BK0217","301382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671927192","title":"蜂助手涨6.05%,太平洋一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2671927192","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671927192?lang=zh_cn&edition=full","pubTime":"2026-09-29 16:41","pubTimestamp":1790671276,"startTime":"0","endTime":"0","summary":"今日蜂助手涨6.05%,收盘报39.97元。2026年8月28日,太平洋研究员曹佩发布了对蜂助手的研报《业绩符合预期,布局算力服务及Token运营》,该研报对蜂助手给出“买入”评级。研报中预计公司2026-2028年营业收入分别为27.03/33.81/42.36亿元,归母净利润分别为2.02/2.54/3.23亿元。维持“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为50.16%。蜂助手个股概况: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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092900027257.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301382","601099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670236107","title":"蜂助手最新公告:签署57.17亿元算力服务协议同时签署39.6亿元算力服务器采购协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2670236107","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670236107?lang=zh_cn&edition=full","pubTime":"2026-09-28 18:21","pubTimestamp":1790590871,"startTime":"0","endTime":"0","summary":"蜂助手(301382.SZ)公告称,公司近日分别与C公司签署算力服务器采购协议、与D公司签署算力服务协议。采购协议总金额39.6亿元,服务协议金额57.17亿元(不含机柜服务费)。服务合作期限为60个月。公司拟通过自有资金、融资租赁及银行授信方式筹措资金,其中采购协议自有资金支付预计占比5%至20%,融资租赁占比80%至95%。本次交易不构成关联交易及重大资产重组,采购协议尚需提交股东会审议。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":"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/RB2026092800024644.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301382","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669496553","title":"蜂助手(301382)披露为子公司提供担保的进展公告,9月24日股价上涨0.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2669496553","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669496553?lang=zh_cn&edition=full","pubTime":"2026-09-24 22:04","pubTimestamp":1790258675,"startTime":"0","endTime":"0","summary":"截至2026年9月24日收盘,蜂助手报收于38.95元,较前一交易日上涨0.88%,最新总市值为111.14亿元。该股当日开盘38.54元,最高39.87元,最低38.06元,成交额达5.6亿元,换手率为6.09%。蜂助手股份有限公司于2026年9月24日披露《关于为子公司提供担保的进展公告》。上述担保事项在公司2025年年度股东会审批的担保额度范围内,无需提交董事会或股东会再次审议。截至公告日,公司对两家子公司的实际担保余额分别为5,379.37万元和0万元。","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/RB2026092400040660.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0217","301382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669165460","title":"蜂助手:拟采购高性能算力服务器的方式进行“来数加工”—token出海","url":"https://stock-news.laohu8.com/highlight/detail?id=2669165460","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669165460?lang=zh_cn&edition=full","pubTime":"2026-09-21 20:48","pubTimestamp":1789994895,"startTime":"0","endTime":"0","summary":"公司在积极推进token出海业务相关规划,目前计划在国家级 “来数加工” 算力出海试点城市开展相关业务,拟采购高性能算力服务器的方式进行“来数加工”—token出海,目前已与意向用户进行相关业务探索。公司Token出海业务处于早期业务规划阶段,短期内不会对公司总体经营业绩、产品结构产生重大影响。","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/RB2026092100030216.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":["301382","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667985237","title":"蜂助手:正在适配英伟达/升腾/瀚博等算力服务器","url":"https://stock-news.laohu8.com/highlight/detail?id=2667985237","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667985237?lang=zh_cn&edition=full","pubTime":"2026-09-16 21:05","pubTimestamp":1789563948,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["BK0217","301382"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667628005","title":"蜂助手:9月15日召开业绩说明会,投资者参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2667628005","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667628005?lang=zh_cn&edition=full","pubTime":"2026-09-15 22:29","pubTimestamp":1789482568,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年9月15日蜂助手发布公告称公司于2026年9月15日召开业绩说明会。Token生态将会是公司重点拓展的业态方向,公司目前已有相关业态规划。尊敬的投资者,您好。公司正在履行采购协议的各项约定,进展情况若达到信息披露标准,公司将严格按照监管要求及时履行信息披露义务。上半年,数字商品、物联网板块收入较上年同期均实现大幅增长。","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/RB2026091500037377.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["301382","BK0217"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667649198","title":"蜂助手:高性能服务器算力服务订单额约46.08亿元 四季度起分批交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2667649198","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667649198?lang=zh_cn&edition=full","pubTime":"2026-09-15 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