东阳光拟与母公司共同增资合资公司用于收购秦淮数据中国100%股权

Core Viewpoint - Dongyangguang Technology Holdings Co., Ltd. plans to acquire 100% equity of Qinhuai Data's China operations for 28 billion yuan, reflecting strong market recognition of Qinhuai Data's asset value and the national computing power strategy [1][2]. Group 1: Acquisition Details - The acquisition involves Dongyangguang and its parent company, Dongyangguang Group, along with other investors, forming a buyer consortium to pay 28 billion yuan in cash to Bain Capital for Qinhuai Data [1]. - Qinhuai Data is recognized as a leading operator of large-scale data centers in China, ranking first in three sub-indices: intensive development, international layout, and green low-carbon initiatives, and second overall in scale index nationally [1]. Group 2: Competitive Landscape - The bidding for Qinhuai Data attracted multiple strong contenders, including various industrial capital, internet companies, and local state-owned platforms, indicating high market interest [1]. - Dongyangguang Group stood out in the competition due to its comprehensive advantages in industrial synergy, technological accumulation, and long-term value creation [2]. Group 3: Strategic Advantages - Dongyangguang Group's technological reserves in liquid cooling materials and supercapacitors provide core solutions for high-density AI computing scenarios, creating a business loop that competitors find hard to replicate [2]. - The integration of Dongyangguang's clean energy resources from its production bases in Inner Mongolia and Hubei with Qinhuai Data's facilities is expected to enhance strategic advantages and significantly reduce core costs [2]. Group 4: Future Outlook - The acquisition aligns with the national "East Data West Calculation" strategy and aims to build a unified national computing power network [3]. - Post-acquisition, the focus will be on ensuring business continuity and stability while creating a digital infrastructure ecosystem that integrates green electricity, hardware technology, computing power, AI, and operations [3]. - The strategic acquisition marks a significant leap for Dongyangguang from traditional manufacturing to intelligent manufacturing and digital economy, laying a foundation for future industrial ecosystems [3].