东阳光集团领投秦淮数据 制造业龙头布局算力基建

Core Viewpoint - Dongyangguang Group is acquiring 100% equity of Qinhuai Data China for 28 billion yuan, marking a significant step in integrating into the "East Data West Computing" project and enhancing the national integrated computing network [1][2][6] Group 1: Acquisition Details - The acquisition involves a cash payment of 28 billion yuan to Bain Capital for Qinhuai Data China's operations in China [1][2] - Qinhuai Data China is recognized as a leading third-party large-scale computing infrastructure solution provider, ranking first in three key indices: intensive development, international layout, and green low-carbon [2] - The projected revenue for Qinhuai Data China in 2024 is 6.048 billion yuan, with a net profit of 1.309 billion yuan [2] Group 2: Strategic Importance - The acquisition aligns with Dongyangguang Group's strategy to embrace the digital economy and transition from manufacturing to intelligent manufacturing [3][6] - The move is seen as a vital step in enhancing the company's capabilities in green computing and artificial intelligence [6] Group 3: Synergy and Collaboration - Post-acquisition, both companies will collaborate across four dimensions: regional layout, technology, product, and demand [4] - Dongyangguang Group will leverage its clean energy resources to provide low-cost green electricity to Qinhuai Data China, supporting its low-carbon development goals [4] - The integration of Dongyangguang's liquid cooling technology with Qinhuai Data's operations aims to create a comprehensive solution that enhances energy efficiency in data centers [5] Group 4: National Strategy Alignment - The acquisition reflects Dongyangguang Group's commitment to aligning its business strategy with national initiatives, particularly in building advanced computing infrastructure [6] - The company aims to enhance its autonomous control over data assets, contributing to the broader goal of integrating digital and physical economies in China [6]