城地香江(603887.SH):扬州算力中心项目B04~B05机房楼由甲方自行投建 预计减少约10.92亿元收入
SHCDSHCD(SH:603887) 智通财经网·2026-01-07 12:16

Core Viewpoint - The company, Chengdi Xiangjiang (603887.SH), announced a significant change in its contract with China Mobile for 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 for the construction of six data center buildings (B01 to B06) 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 construction of buildings B04 and B05 will now be self-funded by the client, resulting in a projected revenue decrease of approximately 1.092 billion yuan for the company [1] - The company has not yet received any order plans for building B06 from the client, indicating a potential risk of not being able to undertake the investment construction for this building in the future [1]