协创数据累计拟322亿买服务器 算力服务贡献超40%营收成新引擎

Core Viewpoint - The company, Xiechuang Data, is significantly increasing its investment in server procurement, with a total planned expenditure of up to 110 billion yuan, aimed at enhancing its cloud computing services and overall business growth [1][4]. Group 1: Server Procurement Plans - Xiechuang Data announced plans to purchase servers from multiple suppliers, with the total procurement amount not exceeding 110 billion yuan, which represents over 50% of the company's latest audited net assets and total assets [4][5]. - Since March 2025, Xiechuang Data has announced server procurement plans six times, with a cumulative total of 322 billion yuan [2][9]. - The company has previously announced server purchases of 30 billion yuan, 40 billion yuan, 12 billion yuan, and 90 billion yuan in 2025 [6][7][8][9]. Group 2: Financial Performance and Growth - Xiechuang Data's computing power business has contributed over 40% of its revenue, becoming a new growth engine for the company [3][11]. - The company expects to achieve a net profit of 10.5 billion to 12.5 billion yuan in 2025, which would represent a threefold increase compared to 2023 [2][13]. - The intelligent computing service business generated approximately 12.21 billion yuan in revenue in the first half of 2025, doubling year-on-year, while the server remanufacturing business achieved 8.35 billion yuan, a 119.49% increase [12]. Group 3: Market Position and Strategy - Xiechuang Data is a leading provider of data storage and intelligent terminal solutions, with a strong focus on enhancing its computing power capabilities [2][11]. - The company has established a distributed computing network in key domestic and overseas markets, investing over 70 billion yuan in high-end GPU server clusters [12]. - Xiechuang Data's procurement strategy is based on securing customer orders before purchasing from suppliers, with many large contracts being long-term agreements [11].