协创数据拟花110亿元采购服务器！董事长：算力的投资规模将超越房地产巅峰时期

Core Viewpoint - The company, Xiechuang Data, announced plans to purchase servers worth up to 11 billion RMB to enhance its cloud computing services, reflecting a significant investment in the growing demand for computing power [2][3]. Group 1: Company Announcement - On February 12, Xiechuang Data announced its intention to purchase servers from multiple suppliers, with a total contract value not exceeding 11 billion RMB [2]. - The board of directors unanimously approved the asset purchase proposal, which exceeds 50% of the company's latest audited net assets and total assets [2]. - The proposal will be submitted for shareholder approval, with no additional regulatory approvals required [2]. Group 2: Market Reaction - As of the market close on February 12, Xiechuang Data's stock price surged by 15.72%, reaching 247.99 RMB, with a market capitalization of 85.834 billion RMB [3]. - The company has been focusing on the development, production, and sales of IoT smart terminals and data storage devices since its establishment in 2005 [3]. Group 3: Strategic Vision - The chairman, Geng Kangming, described the current investment as conservative, emphasizing that customer demand significantly exceeds the company's investment [3]. - Geng compared the current state of the computing power industry to the real estate boom of the 1990s, predicting that investment in computing power will surpass the peak of the real estate sector in the next five to ten years [3]. Group 4: Financial Projections - On January 28, Xiechuang Data projected a net profit attributable to shareholders of 1.05 billion to 2.5 billion RMB for 2025, representing a year-on-year growth of 51.78% to 80.69% [3]. - The company reported that multiple computing power cluster projects were completed on schedule, contributing to rapid revenue growth in computing-related services [3].