SG(SH:600734) Zheng Quan Shi Bao Wang·2025-11-07 08:41Core Viewpoint - The company plans to acquire 95% of Fujian Shuchan Ming Shang Technology Co., Ltd. for 184.61 million yuan, marking a strategic move to deepen its focus on intelligent computing services [1] Group 1: Transaction Details - The acquisition involves 51% of the equity held by Fujian Big Data Industry Investment Holding Co., Ltd. and 44% held by Shanghai Daming City Enterprise Co., Ltd., structured as a related party transaction without major asset restructuring [2] - The transaction price is based on an assessed value of 194.33 million yuan as of December 31, 2024, ensuring fairness in pricing [2] - Payment will be made in three phases: 30% within five working days after the agreement, 60% upon asset delivery, and the remaining 10% within 15 days post-delivery [2] Group 2: Business Synergy - Fujian Shuchan Ming Shang, established in May 2024, focuses on computing services, data services, and intelligent services, with a core asset being a smart computing center project valued at 550 million yuan [3] - The smart computing center, a significant infrastructure project, was completed and operational by September 2024, achieving a computing capacity of 2000P [3] - The company reported rapid revenue growth, with 34.11 million yuan in revenue and 3.71 million yuan in net profit for 2024, increasing to 59.69 million yuan in revenue and 6.09 million yuan in net profit in the first seven months of 2025 [3] Group 3: Strategic Industry Positioning - The company is enhancing its strategic layout in the intelligent computing sector, responding to the growing market demand driven by advancements in artificial intelligence across various industries [4] - IDC forecasts that China's intelligent computing scale will reach 1037.3 EFLOPS by 2025 and 2781.9 EFLOPS by 2028, indicating significant growth potential in the computing industry [4] - Following the acquisition, the company plans to optimize governance structures and strengthen its competitive edge in AI computing infrastructure, laying a solid foundation for high-quality development [4]