——公司授信再提升，公司新增银行授信110亿元，累计获得银行授信515亿元（125+80+40+160+110）. ——新增20亿金融租赁资金支持，子公司速极算 下游需求景气度炸裂_算力投入再再再加码 ——算力投入再加码，公司新增服务器采购110亿，累计算力投入已超过322亿元（30+40+12+40+90+110）。 【国金计算机&科技】协创数据：算力投入再再再加码，2026策马狂骉 下游需求景气度炸裂_算力投入再再再加码 ——算力投入再加码，公司新增服务器采购110亿，累计算力投入已超过322亿元（30+40+12+40+90+110）。 ——公司授信再提升，公司新增银行授信110亿元，累计获得银行授信515亿元（125+80+40+160+110）. ——新增20亿金融租赁资金支持，子公司速极算谷与光大金租签署10亿元融资租赁合同，协创腾算与光大金租签 10亿元融资租赁合同。 【国金计算机&科技】协创数据：算力投入再再再加码，2026策马狂骉 公司从存储大厂原厂拿颗粒做成模组、回收海外服务器的存储模组，下游服务头部终端大厂和云大厂，存储价格 水涨船高态势下，利润弹性大。 24年公司存储收入44.57亿元 ...

Group 1 - Gold and silver prices experienced significant declines, with spot gold dropping to $4,890 per ounce, a decrease of 0.68%, and spot silver falling by 10.89% to $75.0942 per ounce [1] - China Shenhua's acquisition plan was approved, allowing the company to issue shares to purchase assets and raise up to 20 billion yuan, with a total transaction value of 133.598 billion yuan [6] - Double Good Energy received a regulatory warning after a social media post led to a surge in stock price, claiming new overseas orders for equipment used in SpaceX projects [4] Group 2 - Henan Jiachen Intelligent Control Co., Ltd. successfully passed the listing review, marking the fourth company from Henan to achieve this in two months [2] - Shenzhen released an "Artificial Intelligence + Advanced Manufacturing Action Plan" aiming to establish a national AI application pilot base by 2027 [8][9] - The automotive industry is facing new compliance guidelines to regulate pricing behaviors, aiming to maintain fair competition [12] Group 3 - Huaxia Bank reported a decline in net profit by 1.72% for the year 2025, with total profit down by 4.75% [21] - Xiamen Airport plans to acquire 100% of Zhaoxiang Technology for 1.193 billion yuan as part of its strategic transition with the new airport [24][25] - Chengdu-based aerospace company completed a D++ round financing of 5.037 billion yuan, indicating strong investor interest in the commercial space sector [16]

Group 1 - The Ministry of Commerce announced that starting from February 13, 2026, it will impose countervailing duties on imported dairy products originating from the EU to maintain fair competition in the domestic dairy market [2][17] - The People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation on February 13, 2026, to ensure liquidity stability ahead of the Spring Festival [3][18] - The stock price of domestic large model company Zhipu has doubled in four days, with a market value exceeding 179 billion HKD, driven by the release of its flagship model GLM-5 and strong demand [4][20] Group 2 - The company Yuhua Development is accepting 177 residential units as debt repayment to recover 241 million yuan in group purchase tail payments, with a planned public sale price of 251 million yuan [5][21] - In the US stock market, popular Chinese concept stocks experienced a collective decline, while storage concept stocks like Seagate Technology saw significant gains [6][22] - Nuveen, a US asset management giant, announced the acquisition of UK-based Schroders for approximately 13.5 billion USD, which will create a combined asset management scale of nearly 2.5 trillion USD [24] Group 3 - On February 12, A-shares saw a collective rise, with market turnover exceeding 2.16 trillion yuan, driven by strong interest from institutions and northbound funds in sectors like liquid cooling servers and CPO [8][25] - Several companies with significant recent stock price increases issued risk warnings, clarifying that their main businesses had not undergone major changes [9][26] - The stock prices of companies in the computing power hardware sector have surged over 100%, driven by macro policies supporting "AI+" and increased demand for computing power [10][27] Group 4 - High-end electronic fabric prices have been rising sharply due to increased demand from AI chip production, with leading companies raising prices by over 10% [11][28] - Xiamen Tungsten Industry plans to acquire a 39% stake in Jiujiang Dadi to enhance its tungsten resource reserves and reduce supply chain risks [15][34] - The investment landscape for global power grids is improving, with Chinese power equipment companies accelerating their overseas expansion due to aging infrastructure in developed countries [31]

公司于2月12日召开第四届董事会第十一次会议，以全票同意审议通过了《关于公司购买资产的议 案》，本次交易金额占公司最近一期经审计净资产的50%以上，亦达到了公司最近一期经审计总资产的 50%以上，本议案尚需提交公司股东会审议，该项交易目前不存在其他需要履行的审批程序，亦不存在 重大法律障碍。 2月12日晚，协创数据（300857.SZ）公告称，公司及/或子公司根据经营发展需要，拟向多家供应商采 购服务器，并签署相关采购合同，采购合同总金额预计不超过人民币110亿元。公司及/或子公司购买服 务器主要用于为客户提供云算力服务。 耿康铭将当下算力产业发展比作"房地产的90年代"，认为未来五到十年，算力领域的投资规模将超越房 地产巅峰时期，而协创数据此刻所做的，不过是行业爆发前夜的准备。 1月28日，协创数据公告称，预计2025年归属于上市公司股东的净利润为10.50亿元～2.50亿元，比上年 同期增长51.78%～80.69%。报告期内，多个算力集群项目按计划完成交付及验收，算力相关收入实现 高速增长。 盘面上，截至12日收盘，协创数据股价大涨15.72%，最新报247.99元，市值858.34亿元。 据公告和公开 ...

Group 1: Major Announcements - Huapei Power plans to acquire 100% equity of Meichuang Zhiguan (Wuxi) Technology Co., Ltd. through convertible bonds and cash, with trading suspension starting from February 13 [2][3] - Zhongnan Culture is planning a major asset restructuring by acquiring controlling interest in Jiangyin Sulong Thermal Power Co., Ltd. through share issuance and cash payment, with trading suspension starting from February 13 [3] - Xiechuang Data intends to purchase servers from multiple suppliers, with a total contract amount expected to not exceed 11 billion [4] Group 2: Investment Projects - Hudian Co. plans to invest 3.3 billion in a new high-end printed circuit board production project, aiming to meet the growing demand for high-end PCBs in high-performance computing and next-generation networking [5] - Penghui Energy plans to invest a total of 3.3 billion in battery and cell production projects [11] - Jingrui Electric Materials intends to invest 600 million in a comprehensive base for key materials in the integrated circuit manufacturing industry chain in the western region [11] Group 3: Performance Reports - Jinyuanzi reported a total revenue of 253.4 million for 2025, a year-on-year increase of 19.46%, with a net profit of 37.3 million, up 22.20% [7] - Youyan Powder Materials reported a total revenue of 3.9 billion for 2025, a year-on-year increase of 20.85%, with a net profit of 7.1 million, up 19.41% [7] Group 4: Fundraising and Restructuring - Wenzhou Hongfeng plans to raise no more than 450 million through a private placement for lithium battery copper foil and semiconductor etching projects [9] - Yingkerui plans to raise no more than 379 million for various projects including smart high-frequency power supply systems [9] - China Shenhua received approval for issuing shares to acquire assets and raise matching funds [9] Group 5: Important Contracts and Orders - ST Songfa signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion and 1.8 billion [11] - Zhiguang Electric's subsidiary received a 210 million order for energy storage equipment [16] - Terui De is expected to win a bid for a renewable energy project worth approximately 137 million [16]

2月12日晚，协创数据（300857）公告称，公司及/或子公司根据经营发展需要，拟向多家供应商（合并简 称"X"）采购服务器，并签署相关采购合同，采购合同总金额预计不超过110亿元人民币。公司及/或子公司 购买服务器主要用于为客户提供云算力服务。 证券代码:300857 证券简称:协创数据 公告编号:2026-016 协创数据技术股份有限公司 关于公司购买资产的公告 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: 本次购买资产的额度系预估金额,实际交易情况可能存在差异, 具体交易金额以最终签署的协议为准,存在一定的不确定性,敬请投 资者注意投资风险。 一、交易概述 协创数据技术股份有限公司(以下简称"公司")及/或子公司根 据经营发展需要,拟向多家供应商(以下合并简称"X")采购服务器, 并签署相关采购合同,采购合同总金额预计不超过人民币 110.00 亿 元。 公司及/或子公司购买服务器主要用于为客户提供云算力服务, 根据《上市公司重大资产重组管理办法》《深圳证券交易所创业板股 票上市规则》等规定,本次交易不构成重大资产重组,亦不构成关联 交易。 ...

每经编辑｜何小桃 黄胜 2月12日晚，协创数据（300857.SZ）公告称，公司及/或子公司根据经营发展需要，拟向多家供应商采购服务器，并签署相关采购合同，采购合同总金额 预计不超过人民币110亿元。公司及/或子公司购买服务器主要用于为客户提供云算力服务。 公司于2月12日召开第四届董事会第十一次会议，以全票同意审议通过了《关于公司购买资产的议案》，本次交易金额占公司最近一期经审计净资产的 50%以上，亦达到了公司最近一期经审计总资产的50%以上，本议案尚需提交公司股东会审议，该项交易目前不存在其他需要履行的审批程序，亦不存在 重大法律障碍。 据21世纪经济报道，面对外界对"激进"决策的不解，协创数据董事长耿康铭表示，"这笔投入其实非常保守，客户的需求远远大于我们的投入。" 耿康铭将当下算力产业发展比作"房地产的90年代"，认为未来五到十年，算力领域的投资规模将超越房地产巅峰时期，而协创数据此刻所做的，不过是行 业爆发前夜的准备。 1月28日，协创数据公告称，预计2025年归属于上市公司股东的净利润为10.50亿元～2.50亿元，比上年同期增长51.78%～80.69%。报告期内，多个算力集 群项目按计划完成 ...

大家好，关注一则算力板块的大利好消息。 2月12日晚间，上市公司协创数据发布公告，公司及/或子公司根据经营发展需要，拟向多家供应商（以 下合并简称X）采购服务器，并签署相关采购合同，采购合同总金额预计不超过人民币110亿元。 公司 及/或子公司购买服务器主要用于为客户提供云算力服务。 公告称，本次交易金额占公司最近一期经审计净资产的50%以上，亦达到了公司最近一期经审计总资产 的50%以上。 【导读】A股又现百亿级大单！协创数据拟采购算力服务器 中国基金报记者 泰勒 公司表示，本次采购服务器系公司经营发展需要，本次交易完成后，将促进公司主营业务的大力发展， 为公司持续发展提供了必要的要素支撑，对公司开拓市场有着重大的促进作用。 数据显示，截至最新收盘，协创数据股价大涨15.72%，最新报247.99元，市值达858.34亿元。公开资料 显示，公司专注于消费电子及物联网领域，构建"智能终端+算力基建+云端服务"体系，产品涵盖云视 频摄像机、智能穿戴、数据存储及服务器。 另外，协创数据预计2025年净利润为10.5亿元至12.5亿元，同比增长51.78%—80.69%。报告期内，公司 聚焦智能算力、数据存储、服务 ...

Core Viewpoint - The company, Xiechuang Data, announced a significant procurement of servers totaling up to RMB 11 billion to enhance its cloud computing services, which is expected to support its business growth and market expansion [2][4]. Group 1: Procurement Announcement - Xiechuang Data plans to purchase servers from multiple suppliers, with a total contract amount not exceeding RMB 11 billion [2]. - The servers will primarily be used to provide cloud computing services to clients [4]. - The procurement contract represents over 50% of the company's most recent audited net assets and total assets [4]. Group 2: Financial Performance - The company projects a net profit of RMB 1.05 billion to RMB 1.25 billion for 2025, reflecting a year-on-year growth of 51.78% to 80.69% [5][6]. - The focus on intelligent computing, data storage, server remanufacturing, and AIoT smart terminals has driven rapid revenue growth [5]. - The company has reported significant growth in revenue from computing-related services, with multiple projects completed on schedule [6]. Group 3: Market Performance - Since November 2023, Xiechuang Data's stock price has surged approximately 800% [7].

（编辑 丛可心） 证券日报网讯 2月12日，协创数据发布公告称，胡琦先生申请辞去公司第四届董事会独立董事职务，同 时一并辞去公司第四届董事会审计委员会和提名委员会的委员职务，辞职后将不再担任公司及子公司任 何职务。公司于2026年2月12日召开了第四届董事会第十一次会议，审议通过了《关于补选独立董事的 议案》，同意提名林祥先生为公司第四届董事会独立董事候选人，并在当选独立董事后担任公司第四届 董事会审计委员会和提名委员会的委员，任期自公司临时股东会审议通过之日起至公司第四届董事会任 期届满之日止。 ...