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协创数据拟在广州开发区投资光芯片、光模块项目
Zheng Quan Shi Bao Wang· 2025-12-17 11:35
Core Viewpoint - The company, Xiechuang Data, has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in the research and production of optical chips and modules, targeting high-end applications such as AI computing centers and supercomputing centers. This move is driven by the rapid growth in AI computing demand, which is expected to expand the market for high-performance optical modules significantly by 2026-2027 [1][2]. Group 1 - The cooperation agreement aims to leverage previous strategic partnerships to facilitate Xiechuang Data's entry into the optical chip and module industry, while also helping its partners expand production and market reach [1]. - The optical chip and module sector represents a new field for Xiechuang Data, with the company citing the increasing demand for AI computing as a key driver for this investment [1][2]. - The market for optical modules is projected to maintain considerable growth, supported by initiatives like the "East Data West Computing" project and applications in industrial internet, autonomous driving, and robotics [1]. Group 2 - Xiechuang Data has established a foundation in the computing power sector, which supports its entry into the optical module market through collaboration with industry leaders [2]. - The core team at Guangjia Technology, a partner, consists of experts in optical chips and modules, enhancing the technical capabilities of the collaboration [2]. - Guangwei Technology, another partner, is recognized as a national-level specialized enterprise with a strong track record in the optical module industry, having developed numerous leading products that address key technical challenges [2]. Group 3 - The collaboration among Xiechuang Data, Guangjia Technology, and Guangwei Technology is expected to create a complementary advantage, enhancing their competitive position in the high-speed optical module market [3]. - Xiechuang Data has successfully transitioned from a hardware manufacturer to a provider of comprehensive AI computing solutions, with AI-related business becoming a core growth driver [3]. - The company reported significant revenue growth in its AI-related services, with intelligent computing services generating approximately 1.22 billion yuan in the first half of 2025, a 100% year-on-year increase [3].
协创数据:公司与广州开发区管委会签署了《光芯片、光模块研发和生产建设项目合作协议书》
Ge Long Hui A P P· 2025-12-17 11:15
Core Viewpoint - The company has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to establish a research and production project for optical modules, focusing on developing ultra-low power optical modules for high-end applications such as AI computing centers and supercomputing centers [1] Group 1 - The company will invest in the Guangzhou Development Zone to set up a research and production project for optical modules [1] - The project will primarily involve the development of ultra-low power optical modules using proprietary chips [1] - The targeted applications for these optical modules include AI computing centers and supercomputing centers [1]
协创数据拟在广州开发区投资光芯片、光模块研发和生产建设项目
Zhi Tong Cai Jing· 2025-12-17 10:42
Core Viewpoint - The company has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in the research and production of optical chips and modules, focusing on ultra-low power consumption for AI computing centers and supercomputing centers [1] Group 1: Company Initiatives - The company plans to develop ultra-low power optical modules using self-developed chips, targeting high-end applications [1] - The cooperation will be implemented in conjunction with a strategic cooperation framework agreement with Guangwei Technology (Guangzhou) Co., Ltd. and Guangjia Technology (Guangzhou) Co., Ltd. [1] Group 2: Industry Collaboration - The collaboration brings together industry resources to create a synergistic advantage in technology, products, and manufacturing [1] - Guangjia Technology's core team consists of experts in the optical chip and module field, including Dr. Song Yunpeng, a recognized expert in high-speed AI data connectivity [1] Group 3: Partner Capabilities - Guangwei Technology has launched several leading optical chip and module products with three key performance advantages: ultra-low power consumption, ultra-low error rate, and ultra-low latency [2] - Guangwei Technology is a supplier of optical modules that meet the highest performance requirements for national supercomputing centers, with its products designated as a single source for procurement [2]
协创数据:签署光芯片、光模块研发和生产建设项目合作协议书
Xin Lang Cai Jing· 2025-12-17 10:40
Core Viewpoint - The company has signed a cooperation agreement with the Guangzhou Development Zone Management Committee for the research and production of optical chips and modules, which is expected to positively impact its future business performance [1] Group 1: Project Details - The company will invest in the research and production of optical chips and modules in the Guangzhou Development Zone [1] - The project will focus on developing ultra-low power optical modules using proprietary chips, suitable for high-end applications such as AI computing centers and supercomputing centers [1] Group 2: Expected Impact - The signing of the cooperation agreement is anticipated to have a positive influence on the company's entry into the optical chip and module industry [1] - Successful implementation of this cooperation is expected to positively affect the company's future operating performance [1]
协创数据(300857.SZ):拟投资光芯片、光模块研发和生产建设项目
Ge Long Hui A P P· 2025-12-17 10:27
Core Viewpoint - The company has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in a research and production project for optical chips and modules, aiming for industrial upgrade and mutual benefits [1] Group 1: Project Details - The project involves the establishment of a research and production facility for optical modules in the Guangzhou Development Zone [1] - The focus will be on developing ultra-low power optical modules using self-developed chips, suitable for high-end applications such as AI computing centers and supercomputing centers [1]
协创数据:拟投资设立光模块研发和生产建设项目
Ge Long Hui· 2025-12-17 10:25
Core Viewpoint - The company has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in the research and production of optical chips and modules, which is expected to positively impact its future operating performance [1] Group 1: Investment and Project Details - The company will establish a research and production project for optical modules in the Guangzhou Development Zone [1] - The project will focus on developing ultra-low power optical modules using proprietary chip technology, suitable for high-end applications such as AI computing centers and supercomputing centers [1] Group 2: Expected Impact - The signing of this cooperation agreement is anticipated to have a positive influence on the company's entry into the optical chip and module industry [1] - Successful implementation of this cooperation is expected to enhance the company's future business performance [1]
协创数据:与广州开发区管委会签署《光芯片、光模块研发和生产建设项目合作协议书》
Zheng Quan Shi Bao Wang· 2025-12-17 10:22
Core Viewpoint - The company, Xiechuang Data, has signed a cooperation agreement with the Guangzhou Development Zone Management Committee to invest in the research and production of optical chips and modules, focusing on ultra-low power consumption optical modules for high-end applications such as AI computing centers and supercomputing centers [1] Group 1 - The investment will take place in the Guangzhou Development Zone [1] - The project aims to utilize self-developed chips for the production of optical modules [1] - The focus is on high-end application scenarios, particularly in AI and supercomputing [1]
协创数据(300857) - 关于公司开展融资租赁业务的进展暨公司为子公司提供担保进展的公告
2025-12-17 10:12
证券代码:300857 证券简称:协创数据 公告编号:2025-157 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 协创数据技术股份有限公司 关于公司开展融资租赁业务的进展暨 公司为子公司提供担保进展的公告 协创数据技术股份有限公司(以下简称"公司")对外提供担保 总额超过公司最近一期经审计净资产的100%,前述担保均为对合并报 表范围内单位提供的担保,处于公司可控范围内,敬请广大投资者充 分关注并注意投资风险。 一、交易进展概述 (一)融资租赁事项的基本情况 协创数据技术股份有限公司(以下简称"公司")分别于2025 年5月27日、2025年6月12日召开第三届董事会第三十五次会议、2025 年第三次临时股东会,审议通过了《关于公司及子公司2025年度新增 向银行等金融或非金融机构申请综合授信暨有关担保及接受关联方 担保的议案》,由于公司业务量增加,为满足公司及子公司日常经营 和业务发展需要,2025年度,公司及子公司拟向银行等金融或非金融 机构新增总计不超过人民币800,000万元或等值外币(含)的授信额 度,授信内容包括但不限于:贷款、承 ...
协创数据(300857) - 关于签署《光芯片、光模块研发和生产建设项目合作协议书》的自愿性披露公告
2025-12-17 10:12
协创数据技术股份有限公司 关于签署《光芯片、光模块研发和生产建设项目 合作协议书》的自愿性披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 证券代码:300857 证券简称: 协创数据 公告编号:2025-156 1、本次签署的《光芯片、光模块研发和生产建设项目合作协议 书》为双方投资合作达成的初步意向,不作为双方互相追究违约责任 的依据,双方合作事项的实施以后续签订的具体合作协议为准。另外, 本协议书涉及公司未从事过的新业务,协议执行及其对公司业绩的影 响具有较大的不确定性的风险。 2、各方是否展开后续合作暂不确定,具体的合作内容及进度将 根据双方后续签署的相关文件进一步落实和推进,合作的实施存在不 确定性。公司将根据后续各项目进展情况,按照相关法律法规要求履 行相应的决策程序和信息披露义务。 3、对上市公司当年业绩的影响:本次签订的协议为意向性协议, 对公司经营业绩的影响存在不确定性,需视协议各方合作实施情况而 定。敬请广大投资者谨慎决策,注意投资风险。 4、公司不存在最近三年披露的框架协议进展未达预期的情况。 一、协议签署及交易概况 ...
协创数据:接受南方基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-12-17 09:31
(记者 王瀚黎) 每经AI快讯,协创数据发布公告称,2025年12月16日下午14:00-16:30,协创数据接受南方基金等投资者 调研,公司副总经理陈礼平;副总经理、董事会秘书甘杏参与接待,并回答了投资者提出的问题。 每经头条(nbdtoutiao)——"太空快递"来了?全国首个民营飞船成功"上天"!背后公司创始人:正积 极开发"中型货运飞船"低成本产品 ...