（原标题：东阳光拟收购秦淮数据中国区业务，280亿布局算力基建） 南方财经记者程浩 东莞报道 9月10日晚间，电极箔龙头东阳光发布公告，拟联合控股股东参与对中国算力龙头秦淮数据的并购。 本次交易涉及8家标的公司，通过现金支付方式，以280亿元向贝恩投资收购秦淮数据中国100%股权。本次交易已经在东阳光第十二届董事会第十 七次会议审议通过，尚需提交股东会审议，完成后东阳光将间接持有秦淮数据中国参股股权。 组团领投秦淮数据中国 当前，中国的数字经济已进入高质量发展新阶段，数据中心及配套产业作为数字经济的核心算力基础设施，其市场需求呈现持续快速扩容态势， 行业增长前景广阔。 东阳光成立于1997年，在上交所上市，围绕电容器产业链和电池材料产业集群发展核心产业，已打造电子元器件、化工新材料、高端铝箔、能源 材料、液冷科技五大事业部。 今年上半年，东阳光实现营业收入71.24亿元，同比增加18.48%；归属于上市公司股东的净利润6.13亿元，同比增加170.57%。 面对全球数字经济浪潮和人工智能技术的飞速发展，近年来东阳光积极推动产业升级与战略转型。2025年，东阳光与全球光模块巨头中际旭创携 手布局液冷科技；同年2 ...

Group 1 - Xinjiang has accelerated the cultivation of new productive forces by leveraging its resource endowments and industrial foundation, focusing on strategic emerging industries for high-quality development [1] - The wind power equipment manufacturing industry in Hami has seen significant growth, with 14 large-scale wind power enterprises established since 2012, making it the largest and most comprehensive wind power equipment manufacturing base in Xinjiang [2] - The localization rate of key components in wind turbine production reached 60% in 2014 and is expected to exceed 90% this year [2] Group 2 - Xinjiang's wind power industry has achieved large-scale and comprehensive development, with wind turbine production ranking first in the country [3] - The city of Karamay has attracted nearly 500 projects related to drones and AI software, showcasing its growing technological landscape [3] - Karamay has established six data centers, with a total computing power exceeding 17,000 P, leading in Xinjiang [3] - Strategic emerging industries in Xinjiang are on the rise, including the first domestic ultra-thin flexible electronic glass production line and the largest photovoltaic green hydrogen demonstration project [3] - In 2024, investment in high-tech industries in Xinjiang is projected to grow by 31%, with the added value of strategic emerging industries increasing by 21.6% [3]

据秦淮数据官微消息，9月10日，由深圳市东阳光（600673）实业发展有限公司(简称"东阳光集团")牵 头、涵盖保险投资机构与地方政府基金的银团收购方与贝恩投资正式达成交易协议，以280亿元现金收 购秦淮数据中国区全部业务。这是中国数据中心行业迄今为止规模最大的并购交易。 对此，秦淮数据CEO吴华鹏表示："东阳光集团与秦淮数据的携手，是产业端与算力端在绿色发展、技 术创新、战略布局、价值理念等多维度的深度共振。双方在绿色低碳领域的资源互补与战略协同，将驱 动'算电协同'新模式的构建，为行业可持续发展定义新范式、确立新基准；秦淮数据领先的冷却技术与 东阳光在液冷材料、精密制造等领域的深厚积淀相结合，也将显著提升算力基础设施的能效水平；随着 双方整合向深入推进，依托各自上下游优势资源，双方也将有机会向以AIDC为核心的AI全产业链拓展 业务，释放更多元的协同价值。" 东阳光集团董事长张寓帅表示："本次收购是东阳光集团主动融入国家'东数西算'战略布局、服务构建 全国一体化算力网络的关键一步，收购完成后，将优先确保业务的连续性和稳定性。未来，通过整合双 方在液冷材料、AIDC领域及清洁能源的相关资源，东阳光集团将与秦 ...

投资界消息，9月10日晚，贝恩资本宣布旗下数据中心投资组合公司WinTriX DC Group，已与深圳市东阳光实业发展有限公司（简称"东阳光集团"）牵头 的银团达成协议，出售其中国业务（即"秦淮数据"）的全部股权。 40亿美元，约280亿人民币，一举成为中国数据中心迄今规模最大的并购交易。 复盘下来，贝恩资本的一系列运作令人印象深刻：六年前以约10亿元收购秦淮数据股份，随后再度注资5.7亿美元，后来秦淮数据顺利在美IPO，贝恩收回 了大部分投资。2023年8月，贝恩宣布对秦淮数据私有化，以228亿收购其全部在外发行股份。 两年过去，贝恩资本又以280亿卖掉手中股权，落袋为安。 280亿并购诞生 PE漂亮退出 根据公告，这笔交易分为三部分——首先，上市公司东阳光及其控股股东深圳东阳光实业分别与东数一号签署《增资协议》，拟对其增资35亿元、40亿 元；增资完成后，分别持有东数一号46.67%、53.33%的股权。 第二步，东数一号将上述资金注入全资子公司上海东创未来数据有限责任公司（下称"东创未来"）。与此同时，东创未来已与银团签署并购贷款合同。 最后，东创未来拟将出资款及相关贷款出资至其全资子公司东数三号，由 ...

报道 I 投资界PEdaily 投 资 界 消 息 ， 9 月 10 日 晚 ， 贝 恩 资 本 宣 布 旗 下 数 据 中 心 投 资 组 合 公 司 Wi nTriX DC Gr o u p，已与深圳市东阳光实业发展有限公司（简称"东阳光集团"）牵头的银团达成协 字节为最大客户。 280亿并购诞生 PE漂亮退出 根据公告，这笔交易分为三部分——首先，上市公司东阳光及其控股股东深圳东阳光实业 分别与东数一号签署《增资协议》，拟对其增资35亿元、4 0亿元；增资完成后，分别持 有东数一号46 .67%、5 3. 3 3%的股权。 第二步，东数一号将上述资金注入全资子公司上海东创未来数据有限责任公司（下称"东 创未来"）。与此同时，东创未来已与银团签署并购贷款合同。 最后，东创未来拟将出资款及相关贷款出资至其全资子公司东数三号，由东数三号作为最 终交易主体收购秦淮数据中国10 0%股权。 作者 I 王露 杨继云 议，出售其中国业务（即"秦淮数据"）的全部股权。 4 0亿美元，约28 0亿人民币，一举成为中国数据中心迄今规模最大的并购交易。 复盘下来， 贝恩资本的一系列运作令人印象深刻：六年前 以约1 0亿元 收 ...

Core Viewpoint - Dongyangguang Technology Holdings Co., Ltd. plans to acquire 100% equity of Qinhuai Data's China operations for 28 billion yuan, reflecting strong market recognition of Qinhuai Data's asset value and the national computing power strategy [1][2]. Group 1: Acquisition Details - The acquisition involves Dongyangguang and its parent company, Dongyangguang Group, along with other investors, forming a buyer consortium to pay 28 billion yuan in cash to Bain Capital for Qinhuai Data [1]. - Qinhuai Data is recognized as a leading operator of large-scale data centers in China, ranking first in three sub-indices: intensive development, international layout, and green low-carbon initiatives, and second overall in scale index nationally [1]. Group 2: Competitive Landscape - The bidding for Qinhuai Data attracted multiple strong contenders, including various industrial capital, internet companies, and local state-owned platforms, indicating high market interest [1]. - Dongyangguang Group stood out in the competition due to its comprehensive advantages in industrial synergy, technological accumulation, and long-term value creation [2]. Group 3: Strategic Advantages - Dongyangguang Group's technological reserves in liquid cooling materials and supercapacitors provide core solutions for high-density AI computing scenarios, creating a business loop that competitors find hard to replicate [2]. - The integration of Dongyangguang's clean energy resources from its production bases in Inner Mongolia and Hubei with Qinhuai Data's facilities is expected to enhance strategic advantages and significantly reduce core costs [2]. Group 4: Future Outlook - The acquisition aligns with the national "East Data West Calculation" strategy and aims to build a unified national computing power network [3]. - Post-acquisition, the focus will be on ensuring business continuity and stability while creating a digital infrastructure ecosystem that integrates green electricity, hardware technology, computing power, AI, and operations [3]. - The strategic acquisition marks a significant leap for Dongyangguang from traditional manufacturing to intelligent manufacturing and digital economy, laying a foundation for future industrial ecosystems [3].

分红方面，大位科技A股上市后累计派现3.86亿元。近三年，累计派现0.00元。 资料显示，大位数据科技(广东)集团股份有限公司位于北京市朝阳区麦子店街道霄云路33大厦B座13 层，成立日期1997年12月25日，上市日期2001年6月12日，公司主营业务涉及化工材料和互联网综合服 务。主营业务收入构成为：互联网收入99.62%，租金及其他收入0.38%。 大位科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：国产软件、边缘计算、算 力概念、中盘、东数西算等。 截至6月30日，大位科技股东户数18.19万，较上期增加13.28%；人均流通股8127股，较上期减少 11.72%。2025年1月-6月，大位科技实现营业收入2.06亿元，同比增长0.37%；归母净利润6816.78万元， 同比增长282.46%。 9月11日，大位科技盘中上涨2.05%，截至10:24，报7.95元/股，成交2.85亿元，换手率2.45%，总市值 118.03亿元。 资金流向方面，主力资金净流入1212.88万元，特大单买入2242.91万元，占比7.88%，卖出810.09万元， 占比2.85%；大单买入4343 ...

Group 1 - The core viewpoint of the news is that Jialitu's stock has shown significant fluctuations in price and trading volume, with a notable increase in stock price year-to-date and recent trading activity indicating investor interest [1][2]. - As of September 11, Jialitu's stock price increased by 2.09% to 9.75 CNY per share, with a total market capitalization of 5.283 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 18.90%, with a recent 5-day increase of 3.94% and a 20-day decrease of 6.97% [1]. Group 2 - For the first half of 2025, Jialitu reported a revenue of 321 million CNY, representing a year-on-year growth of 32.20%, while the net profit attributable to shareholders was a loss of 17.77 million CNY, a decrease of 262.89% compared to the previous period [2]. - Jialitu's main business segments include precision air conditioning (57.06% of revenue), integrated environmental products (34.43%), maintenance services (4.57%), and other services (3.93%) [1]. - The company has distributed a total of 380 million CNY in dividends since its A-share listing, with 125 million CNY distributed over the past three years [3].

Group 1 - The core viewpoint of the news is the implementation of the "AI + Energy" strategy by the Chinese government to enhance the integration of artificial intelligence in the energy sector, aiming for improved safety, efficiency, and green transformation of energy systems [1][5] - The company Mingyang Smart Energy is actively responding to this national strategy by adopting cutting-edge AI technologies to provide efficient and reliable solutions for wind farm investment and operation management [1][6] - Mingyang's intelligent wind farm management platform, which incorporates AI and digital technologies, has achieved significant operational improvements, including increased power generation and reduced fault rates, with over 90% accuracy in predictions and diagnostics [2][4] Group 2 - The integration of green electricity and computing power is crucial, with predictions indicating that China's data center electricity demand will reach 3000-7000 billion kWh by 2030, representing a compound annual growth rate of 10.4%-27.1% from 2024 to 2030 [5] - Mingyang Smart Energy has partnered with Alibaba to develop a green power and computing integration project in Zhangjiakou, which is expected to generate 797 million kWh annually upon completion [6][8] - The project has received recognition as a benchmark application for high-quality development in Shanghai's computing network, highlighting its economic and social benefits while promoting the use of green energy for data center operations [9]

Core Viewpoint - The acquisition of Qinhuai Data China by Dongyangguang and its controlling shareholder marks the largest merger and acquisition transaction in China's data center industry to date, valued at 28 billion yuan [2][6]. Group 1: Acquisition Details - Dongyangguang and Shenzhen Dongyangguang Industrial Development Co., Ltd. plan to jointly increase capital in Yichang Dongshu No.1 Investment Co., Ltd. with amounts of 3.5 billion yuan and 4 billion yuan respectively [5]. - The acquisition will be executed through Dongshu No.3, a wholly-owned subsidiary of Dongshu No.1, which will acquire 100% of Qinhuai Data China's business operations [5][6]. Group 2: Strategic Importance - The chairman of Shenzhen Dongyangguang Industrial Development stated that this acquisition is a key step in integrating into the national "East Data West Computing" strategy, aiming to build a nationwide integrated computing power network [7]. - Post-acquisition, the focus will be on ensuring business continuity and stability while leveraging resources in liquid cooling materials, AIDC, and clean energy to create a collaborative digital infrastructure ecosystem [7]. Group 3: Financial Performance of Qinhuai Data - Qinhuai Data China reported a revenue of 6.048 billion yuan and a net profit of 1.309 billion yuan for 2024, with revenue of 2.608 billion yuan and net profit of 745 million yuan for the first five months of 2025 [8]. Group 4: Synergy and Collaboration - The collaboration will focus on four dimensions: regional layout, technology, product, and demand [8]. - In regional layout, Dongyangguang will provide low-cost green electricity and expansion bases leveraging its clean energy reserves in various locations [8]. - In technology integration, Dongyangguang's expertise in liquid cooling materials will combine with Qinhuai Data's business to create a comprehensive solution for the industry [8]. - In product and R&D collaboration, Dongyangguang's electronic components technology will complement Qinhuai Data's high-density AI server technology [9]. - In demand collaboration, Qinhuai Data will support Dongyangguang's rapidly growing intelligent robotics business by providing customized data center design and operation services [9].