Zhi Tong Cai Jing·2026-01-07 12:17Core Viewpoint - The company announced a significant change in its contract with China Mobile regarding the construction of data center infrastructure, leading to a reduction in expected revenue due to changes in business conditions for certain buildings [1] Group 1: Project Overview - The company signed a contract with China Mobile for the construction of six data center buildings (B01 to B06) in the Yangtze River Delta region, with a total estimated contract value of 4.086 billion yuan [1] - Buildings B01 to B03 have been completed and are currently operational [1] Group 2: Revenue Impact - Due to significant changes in business conditions, the company will no longer be responsible for the construction of buildings B04 and B05, which will now be self-funded by the client [1] - The expected revenue reduction from this change is approximately 1.092 billion yuan [1] Group 3: Future Uncertainty - As of now, the company has not received any order plans for building B06 from the client, indicating a potential risk of not being able to undertake the investment and construction of B06 in the future [1]