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浦东建设:参股公司定位于为客户提供智算设施的部署及运维服务 公司尚未对其出资
Mei Ri Jing Ji Xin Wen· 2025-08-25 10:41
每经AI快讯,8月25日,浦东建设(600284)发布股票交易异常波动公告称,近期,有媒体关注公司进 入算力等新型基础设施相关领域,现将相关情况说明如下:2025年5月22日,经公司第九届董事会第四 次会议审议通过,公司作为参股股东认缴出资6,600万元(持股比例为30%),参与设立"上海浦算云智 科技服务有限公司"(暂定名)。该公司定位于为客户提供智算设施的部署及运维服务。目前该参股公 司尚未完成工商注册,相关经营活动尚未开展。公司尚未对其出资,拟投资金额占公司净资产比例较 小。本次投资不会改变公司现有经营业务结构和状态,预计不会对年度经营业绩产生重大影响。 ...
深市REITs体系进一步扩容增类 首单数据中心REIT成功上市
Zheng Quan Ri Bao Wang· 2025-08-08 11:49
Core Viewpoint - The successful listing of the Southern Runze Technology Data Center REIT marks a significant expansion of China's REITs asset landscape into new infrastructure supporting the digital economy, injecting new momentum into the capital market's service for new productive forces [1][2]. Group 1: Listing and Market Response - The Southern Runze Technology REIT was officially listed on August 8, 2023, and has attracted significant market attention since its inception [1]. - During the inquiry phase, the REIT received bids from 131 institutional investors for a total of 350.82 billion shares, which was 167.06 times the available shares for offline issuance [1]. - The public offering was sold out in one day, with effective subscriptions reaching 286.16 billion shares, 317.96 times the public offering amount [1][2]. Group 2: Performance and Investor Interest - On its first trading day, the REIT opened at 5.60 yuan per share, with an opening increase of 24.44%, closing at 5.85 yuan and achieving a turnover rate of 26.46%, indicating strong investor interest [2]. - The REIT's performance reflects high market recognition of the data center REIT category and the strong appeal of new infrastructure assets in the digital economy era [2]. Group 3: Underlying Assets and Management - The underlying asset of the Southern Runze Technology REIT is the Runze (Langfang) International Information Port A-18 Data Center, which is included in the 2023 National Green Data Center list and is located in Langfang Economic Development Zone, Hebei Province [2]. - The data center has 5,897 cabinets with a total power exceeding 42 MW and a cabinet utilization rate of over 99% [2]. - The fund manager is Southern Fund Management Co., Ltd., and the net proceeds will be used for the construction of the Chongqing Runze (Southwest) International Information Port project, creating a virtuous cycle of investment and operation [2]. Group 4: Market Expansion and Future Outlook - As of August 8, 2023, there are 24 REITs listed on the Shenzhen Stock Exchange, with a total fundraising scale of 639 billion yuan and a total market value of 751 billion yuan [2]. - The Shenzhen Stock Exchange has made significant progress in expanding asset types for REITs, including the introduction of consumption infrastructure REITs and water conservancy REITs in 2024 [3]. - The exchange aims to continue expanding the types of underlying assets and improve the fundraising system to support the stable and healthy development of China's REITs market [3].
广东印发方案促进经济持续向好服务做强国内大循环 大力支持外贸转内销 筹划内贸版“广交会”
Group 1: Economic Support Measures - The Guangdong Province has officially issued a work plan to promote sustained economic improvement, focusing on precise support for enterprises, stabilizing employment, boosting consumption, expanding effective investment, and ensuring the safety of industrial and supply chains [1][2][3] - Specific measures include supporting e-commerce companies to establish export-to-domestic sales zones and facilitating the participation of new export enterprises in trade fairs [2][3] Group 2: Employment Stabilization - The plan emphasizes stabilizing the workforce through various methods such as salary negotiations, job rotation, and on-the-job training, with specific support for businesses hiring recent graduates and unemployed youth [4][5] - It encourages local governments to provide housing subsidies and increase housing fund loan limits to support first-time homebuyers and families with multiple children [4] Group 3: Investment Expansion - The plan aims to enhance effective investment by leveraging a coordinated project management mechanism to accelerate investment in ongoing projects and expedite the commencement of new projects [5][6] - It includes initiatives to promote the issuance and utilization of special bonds, focusing on projects with high investment efficiency and potential [6] Group 4: Resource Allocation and Innovation - The plan proposes the implementation of the "Million Talents Gather in South Guangdong" initiative to improve the market-oriented allocation of resources, enhancing the efficiency of talent, capital, technology, and data [7] - It also emphasizes the need for technological and industrial innovation, aiming to create new economic growth points through major technology projects and brand innovation [6][7]
【私募调研记录】裕晋投资调研明阳电气
Zheng Quan Zhi Xing· 2025-06-09 00:07
Group 1: Company Overview - Mingyang Electric primarily engages in the research, production, and sales of power distribution and control equipment for renewable energy and new infrastructure sectors [1] - The company achieved a revenue of 6.444 billion in 2024, representing a year-on-year growth of 29.62%, and a net profit of 663 million, with a year-on-year increase of 33.80% [1] - In the first quarter of 2025, Mingyang Electric reported a revenue of 1.306 billion, showing a year-on-year growth of 26.21% [1] Group 2: Competitive Advantages - Mingyang Electric has competitive advantages in wind energy, photovoltaics, and energy storage, particularly excelling in offshore wind power booster systems and prefabricated low-energy consumption power modules for data centers [1] - The company is implementing a strategy of "indirect overseas expansion + global layout," focusing on markets in Europe, North America, and Southeast Asia, and has established connections with leading wind turbine manufacturers in Europe [1] Group 3: Market Outlook - The order expectations for Mingyang Electric are positive, especially in the renewable energy, grid, and industrial automation sectors, indicating a favorable development outlook [1]
福建:支持大数据、人工智能、物联网等新型基础设施领域项目发行REITs产品
news flash· 2025-05-12 06:51
Core Viewpoint - The Fujian Provincial Government aims to enhance the capital market's support for high-quality development of technology-oriented enterprises through various measures, particularly focusing on the bond market to facilitate financing for innovation [1] Group 1: Bond Market Initiatives - The government plans to deepen the bond market's role in supporting technological innovation by collaborating with various financial institutions and regularly assessing the bond financing needs of enterprises [1] - Encouragement is given to qualified technology-oriented enterprises to issue innovation bonds and corporate bonds, as well as exploring asset securitization products like intellectual property ABS and technology property ABS [1] Group 2: Credit Enhancement and REITs - The initiative includes leveraging AAA-rated credit enhancement institutions to provide support for bond issuance, particularly for private technology-oriented enterprises within the province [1] - There is a focus on strengthening policies and information sharing regarding public REITs products with securities exchanges, supporting projects in new infrastructure areas such as big data, artificial intelligence, and the Internet of Things to issue REITs products [1]
上海将建民间投资重点项目库,通过算力补贴支持民企大模型研发训练应用
news flash· 2025-04-17 04:15
Core Viewpoint - In 2024, Shanghai will officially launch 31 major projects primarily led by private enterprises, highlighting the significant role of private investment in the city's economic development [1] Group 1: Private Investment in Shanghai - Private investment accounts for nearly 30% of the total fixed asset investment in Shanghai, making it a crucial component of overall investment in the city [1] - The Shanghai Municipal Development and Reform Commission is focused on enhancing the policy environment to support the growth of private investment [1] Group 2: Key Initiatives for Private Enterprises - The commission will work on establishing a long-term mechanism for private enterprises to participate in major project construction [1] - There will be increased policy support for private enterprises to invest in areas such as artificial intelligence and new infrastructure [1] - Private enterprises will be encouraged to actively engage in the "two重" (two重) construction and "two新" (two新) initiatives [1]
明阳电气:首次公开发行股票并在创业板上市之上市公告书
2023-06-28 12:36
广东明阳电气股份有限公司 Guangdong Mingyang Electric Co.,Ltd. (广东省中山市南朗镇横门兴业西路 1 号) 股票简称:明阳电气 股票代码:301291 首次公开发行股票并在创业板上市 之 上市公告书 保荐人(主承销商) 新疆乌鲁木齐市高新区(新市区)北京南路 358 号 大成国际大厦 20 楼 2004 室 二〇二三年六月 广东明阳电气股份有限公司 上市公告书 特别提示 广东明阳电气股份有限公司(以下简称"发行人"、"公司"、"明阳电气") 股票将于 2023 年 6 月 30 日在深圳证券交易所创业板上市。本公司提醒投资者应 充分了解股票市场风险以及本公司披露的风险因素,在新股上市初期切忌盲目跟 风"炒新",应当审慎决策、理性投资。 如无特别说明,本上市公告书中的简称与《广东明阳电气股份有限公司首次 公开发行股票并在创业板上市招股说明书》一致。 1 广东明阳电气股份有限公司 上市公告书 第一节 重要声明与提示 一、重要声明 本公司及全体董事、监事、高级管理人员保证上市公告书的真实性、准确性、 完整性,承诺上市公告书不存在虚假记载、误导性陈述或者重大遗漏,并依法承 担法律责 ...