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杭鋼股份(600126.SH):與DeepSeek系統的開發、應用等核心技術無關
格隆匯 02-26 17:33

格隆匯2月26日丨杭鋼股份(600126.SH)公佈,公司股票自2025年1月22日以來,累計漲幅達188.36%,同期萬得鋼鐵行業指數累計漲幅爲10.87%,同期上證指數累計上漲4.24%;公司股票短期漲幅嚴重高於同期行業指數及上證指數漲幅,但公司基本面沒有重大變化,也不存在應披露而未披露的重大信息,存在市場情緒過熱情形及較高的炒作風險。

公司關注到前期存在子公司DeepSeek部署適配的相關報道。公司主營業務爲鋼鐵及其壓延產品的生產和銷售,且短期內公司主營業務不會發生變化。公司算力業務的經營模式主要爲硬件設備及相關軟件的採購,集成後向客戶提供租賃服務,不涉及算力核心技術的研發等,預計2024年度佔公司營業收入總額的0.06%,佔比極小。相關媒體報道中涉及的DeepSeek部署適配是指,在上述業務模式下,公司在合作夥伴的系統中安裝了DeepSeek軟件。公司與DeepSeek系統的開發、應用等核心技術無關,且與杭州深度求索人工智能基礎技術研究有限公司無任何業務往來。

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