480亿算力概念股,宣布进军光芯片及光模块行业
Zhong Guo Zheng Quan Bao·2025-12-16 17:07

Core Viewpoint - The company, Xiechuang Data, has signed a strategic cooperation framework agreement with Guangwei Technology and Guangjia Technology to collaborate on optical chips, optical modules, and related products, aiming to enhance market expansion and technological cooperation [2][5][6]. Group 1: Strategic Cooperation - Xiechuang Data will work with Guangwei Technology and Guangjia Technology to leverage their strengths in technology licensing, research and development, contract manufacturing, equipment leasing, and marketing [5]. - The agreement is a framework agreement, and the specifics of the cooperation will depend on further negotiations and approvals from the company's board or shareholders [5][8]. - The collaboration aims for Xiechuang Data to quickly enter the optical chip and module industry while allowing Guangwei and Guangjia Technology to expand production and market reach [7][8]. Group 2: Server Procurement - Xiechuang Data plans to procure servers from multiple suppliers, with a total contract amount not exceeding 9 billion yuan [3][10]. - This procurement is essential for the company's operational development and is expected to significantly support the growth of its main business and market expansion [10]. - The transaction is based on market prices and is not expected to have a major impact on the company's financial status or shareholder interests [10][11]. Group 3: Company Overview - Established in 2005, Xiechuang Data focuses on the research, production, and sales of IoT smart terminals and data storage devices, aiming to build a global industrial system centered on "IoT ecology" [7]. - The company entered the IoT terminal device sector in 2013 and expanded into cloud services in 2021 [7]. - As of December 16, the company's stock price was 139.5 yuan per share, with a market capitalization of approximately 48.284 billion yuan [12].