In-depth Analysis of特发信息(000070)'s Strong Performance: Analysis of Delisting Risk Removal Dividend, Computing Power Concept, and Market Attention

This analysis is based on tushare_strong_pool data.特发信息(000070) recently entered the strong stock pool, and its performance is driven by multiple factors: ST delisting risk removal in July 2025, computing power concept boom, 316% YoY performance growth, and increased market attention [1][6].

特发信息’s main businesses include fiber optic cables and communication equipment manufacturing. After removing its ST label in July 2025, combined with the rotation effect of the computing power sector, its stock price performed prominently [3][6]. The company participated in major computing power projects such as Pengcheng Cloud Brain Phase II, and the data center business has become a core growth driver [6]. In terms of performance, the H1 2025 net profit increased by 316.39% YoY, showing significant fundamental improvement [2]. Market-wise, the cumulative deviation of gains exceeded 20% on November 21 and 24, indicating short-term market enthusiasm [4][5].

1. Delisting Risk Removal Dividend and Concept Resonance
   : ST delisting risk removal eliminated the risk premium, and the combination with computing power concepts (data centers, AI computing clusters) formed double positive factors [1][6];
2. Sector Rotation Boost
   : In September 2025, the state-owned cloud and computing power leasing sectors rose, and the company’s stock price hit the daily limit multiple times [3][6];
3. Surge in Market Attention
   : Short-term gains attracted regulatory attention, and the company responded that operations are normal with no undisclosed matters [5].

: Short-term stock price volatility intensifies (cumulative gain deviation over 20% for consecutive days), need to be alert to the risk of market sentiment retreat [4][5];
: The long-term growth prospect of the computing power industry and the company’s data center project layout may continue to support business development [6].

The recent strong performance of特发信息 is the result of the combined effect of delisting risk removal dividend, computing power concept, performance improvement, and market rotation. The company’s fundamental improvement is clear, but short-term stock price volatility needs attention. Investors should make rational decisions based on their own risk preferences [1][2][5][6].