Group 1 - The core viewpoint of the article highlights that GDS Holdings Limited (万国数据) is experiencing a significant stock price increase, attributed to its affiliate DayOne seeking to raise at least $1 billion in a new round of private financing for overseas data center expansion [1] - DayOne has initiated preliminary discussions with multiple potential investors for this financing round, which aims to strengthen its competitive position in the international market [1] - According to a report from China Merchants Securities, DayOne's IT capacity is projected to reach 132 MW by the end of 2024, with a customer utilization rate of 93.6% [1] Group 2 - DayOne is expected to secure 340 MW of new orders in 2024, primarily from two data centers in Johor, Malaysia, bringing its total order volume to 469 MW, most of which will be operational within the next two years [1] - Based on GDS's guidance for Q3 2024, DayOne's IT capacity is anticipated to reach 400 MW by the end of 2025 [1] - DayOne is projected to acquire an additional 250 MW of orders in 2025, with total order volume expected to reach 1 GW over the next three years [1]
万国数据-SW早盘涨近7% 报道称公司旗下DayOne计划C轮融资不低于10亿美元