未来，常熟农商银行将持续拓展数据中心绿电消纳能力，强化业务连续性管理，为高质量发展提供坚实 支撑。 周晓阳 江南时报讯 近日，工业和信息化部公布2025年度国家绿色数据中心名单，常熟农商银行燕谷数据中心 成功入围，成为江苏省金融领域首家获此国家级认定的数据中心。 燕谷数据中心自2023年11月投产以来，秉持"绿色、智能、高效"理念，采用"多中心多活"架构，保障业 务高可用性，全栈信创设备覆盖率超过99%，系统稳定性显著提升。在能效方面，该中心运用全变频氟 泵空调、封闭冷通道及AI动态调优等技术，将PUE值稳定控制在1.35以下，达到国际先进水平。通过光 储一体化供电系统，可再生能源利用率达30%，年减碳量超3000吨，全年节省电费逾200万元，实现经 济效益与环境效益双赢。 ...

截至目前，中卫市已建成9个数据中心产业园，机房面积98.5万平方米，引进26家数据中心企业，部署 亚马逊云、天翼云、联通云、移动云等6个公有云平台，安装标准机架20.4万架、算力卡18.4万张。(完) 来源：中国新闻网 中交智数谷(宁夏·中卫)园区开园 整体IT容量超140兆瓦 中新网北京11月17日电 (记者 张素)总投资约38亿元(人民币，下同)、总用地面积15.18万平方米的中交 智数谷(宁夏·中卫)产业园近日开园运营。据知，该项目以"绿色高效"为核心定位，整体IT容量超140兆 瓦，设计PUE值(能源使用效率)低于1.2，建成后有望成为西部领先的绿色数据中心之一。 中卫相继获批国家(中卫)新型互联网交换中心和全国一体化算力网络国家枢纽节点中卫数据中心集群， 是全国首批"双节点"城市，已建成至北京、上海、广州、成都等地的直达链路。当地全年平均温度8.8 摄氏度，为深度利用自然冷却技术制冷提供了有利条件。 相关负责人表示，依托中卫独特区位优势，该项目将重点吸引产业链上下游企业集聚，形成协同创新的 产业集群。其核心服务方向聚焦全国交通等行业算力需求，通过搭建高效算力平台，推动东西部算力协 同与数据流通，为行 ...

Group 1 - The 2025 World Computing Conference will be held in Changsha, Hunan from November 20 to 21, focusing on the theme "Computing for All, Hunan's Future - Intelligent Computing Drives New Productive Forces" [1] - The conference will feature 12 thematic activities, including an opening ceremony, thematic reports, industry empowerment activities, and innovation achievements exhibitions [1] - Notable attendees include national industry policy experts, Nobel laureate Thomas Sargent, and over ten academicians, who will analyze global computing technology trends and macro policies [1] Group 2 - The conference aims to showcase Hunan's rapid development in the computing industry, which has established a national-level advanced manufacturing industry cluster in the computing field [2] - Hunan has formed a mainstream domestic innovation route recognized by the Ministry of Industry and Information Technology, promoting the "Two Chips and One Ecosystem" technology route nationwide [2] - A series of core products with leading domestic market shares have been launched, contributing to the region's prominence in the computing sector [2]

Core Points - The Ministry of Industry and Information Technology has announced the public consultation period for the 2025 National Green Data Center list, which will run from October 28 to November 3, 2025 [1][3]. Group 1: Announcement Details - The announcement is based on a joint notice from multiple government departments regarding the organization of the 2025 National Green Data Center recommendation work [3]. - Feedback on the list can be submitted in writing to the Ministry of Industry and Information Technology during the public consultation period [3]. Group 2: Data Center List - The list includes various data centers categorized by industry, such as industrial, telecommunications, energy, internet, finance, and public institutions [5][6][7][8]. - Notable entries in the telecommunications sector include China Telecom's multiple data centers across different regions, such as the Hangzhou Intelligent Computing Center and the Wuxi International Data Center [5][6]. - The energy sector features data centers like the State Power Investment Corporation's Guian Data Center and the Southern Power Grid's Green Smart Data Center [6][7]. - The internet sector includes significant projects like the Douyin-Zhonglian Green Big Data Industrial Base [7]. - Financial institutions are represented by data centers such as the Bank of Communications' data center in Pujiang [8].

Core Insights - The data center industry is experiencing robust growth driven by emerging technologies such as 5G, cloud computing, and artificial intelligence, with the market size reaching 507.83 billion yuan in 2023 [6]. Policy Support - The development of the data center industry is supported by various policies at both national and local levels, focusing on layout optimization, green development, technology upgrades, and financing channels [4]. - Key policies include the "2030 Carbon Peak Action Plan" aimed at promoting energy-saving and carbon reduction in data centers [5], and the "New Type Data Center Development Three-Year Action Plan (2021-2023)" which outlines six key tasks for quality upgrades [5]. Market Structure - The competitive landscape of the data center industry is diverse, with major players including Alibaba Cloud, Tencent Cloud, and Huawei Cloud in the first tier, and third-party service providers like GDS Services, Century Internet, and DataPort in the second tier [8]. - The industry is characterized by a multi-tier structure, with significant contributions from both cloud service providers and telecommunications operators [8]. Industry Growth - The data center market is projected to continue its growth trajectory, supported by the increasing demand for digital services and the ongoing digital transformation across various sectors [6]. - The industry is moving towards a more integrated, large-scale, green, and intelligent development model [4]. Company Strategies - Major companies are expanding their data center footprints across key regions, with Century Internet and GDS Services actively developing data centers in first-tier cities and strategic locations [10]. - Companies like Alibaba Cloud and Tencent Cloud are establishing large-scale data centers in multiple regions, enhancing their service capabilities [10].

中证报中证网讯(记者张鹏飞)近日，东方国信（300166）在智算中心业务领域持续发力，旗下和林格尔 智算园区继此前多次中标后，再度斩获头部互联网客户数据中心机柜租赁订单。 记者从公司了解到，此次合作范围覆盖智算园区的2栋数据中心楼，从订单确认到交付启用的高效衔 接，进一步凸显东方国信在智算基础设施建设领域"快速响应、高效交付"的核心优势，将显著扩大机柜 服务供给能力的同时，为公司业绩增长注入明确动力，也为客户提供高密度、高可靠的机柜租赁及配套 运维服务。 值得一提的是，东方国信深度响应国家战略号召，一方面园区深度对接内蒙古绿电资源，为国家"双 碳"战略落地提供数据中心领域的实践样本；另一方面，在建设方案上采用了当前数据中心高功率高密 度场景下的前沿节能方案。现如今，"绿色数据中心"已成为客户选型的核心指标之一，超70%的头部企 业将PUE≤1.2作为合作前提，东方国信在数据中心的绿色设计与高功率密度配置完全匹配市场主流需 求，业务增长与行业趋势高度契合。 东方国信表示，未来，将始终秉承"绿色、高效、节能"的核心发展理念，以和林格尔智算园区为重要支 点，持续深化绿电资源整合与节能技术创新，为"中国云谷"数字经济 ...

Investment Rating - The report maintains a "Buy" rating for BYD Electronics (00285.HK) [1] Core Views - The company has shown stable growth, with new momentum from automotive and new intelligent products [1] - Revenue for the first half of 2025 reached 80.61 billion RMB, a year-on-year increase of 2.6%, while net profit attributable to shareholders was 1.73 billion RMB, up 14.0% year-on-year [7] - The report highlights the company's strong performance in consumer electronics, AI data center products, and the electric vehicle sector, indicating robust growth potential across various business lines [7] Summary by Sections Financial Performance - Total revenue for 2023 is projected at 130.404 billion RMB, with a year-on-year growth of 20.83% [1] - Net profit attributable to shareholders is expected to reach 4.041 billion RMB in 2023, reflecting a significant year-on-year increase of 117.56% [1] - The earnings per share (EPS) for 2025 is estimated at 2.35 RMB, with a price-to-earnings (P/E) ratio of 17.59 based on the latest diluted EPS [1] Business Segments - Consumer electronics revenue for the first half of 2025 was 60.947 billion RMB, a decrease of 3.7% year-on-year, but the company is focusing on high-value products to enhance profitability [7] - New intelligent product revenue reached 7.209 billion RMB, with significant growth in AI data center products and internal applications of robotics [7] - The electric vehicle business generated 12.450 billion RMB in revenue, a year-on-year increase of 60.50%, driven by the demand for smart cockpit and driving products [7] Future Projections - The report adjusts the expected net profit for 2025 to 5.300 billion RMB, with further increases projected for 2026 and 2027 [7] - The anticipated P/E ratios for 2025, 2026, and 2027 are 17.6, 14.7, and 12.6 respectively, indicating a favorable valuation outlook [7]

Group 1 - The core focus of the company is to provide advanced system solutions and lifecycle services in the energy and power sectors, primarily through compressors and heat exchange devices, covering a temperature range of -271℃ to 200℃ [1] - The company has developed a full range of magnetic suspension compressor products, showcasing significant technological advantages and market performance [1] - In the first half of the year, the low-temperature refrigeration segment generated revenue of 1.73 billion, accounting for 55% of total revenue, while the HVAC segment generated 1.2 billion, accounting for 39% [1] - The company supplies cooling equipment such as primary cooling sources and heat exchange devices for data centers, with products recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for national green data centers [1] Group 2 - The company is known for its rapid development and offers excellent products, technical support, and comprehensive after-sales service [2] - Shanghai Ping An He Ding Investment Management Co., Ltd. was registered on August 14, 2014, in Shanghai, and is recognized in the investment and asset management industry [2]

Core Viewpoint - The company has not yet entered the liquid cooling market but is closely monitoring developments in this area as AI computing power demands surge [1] Group 1: Market Opportunity - Investors inquired about the rapid growth of the liquid cooling market due to the explosion in AI computing power demand [1] - The company expressed gratitude for the inquiry and indicated that it is paying close attention to market progress [1] Group 2: Technology and Development Plans - The company has not established a presence in the liquid cooling board coating sector and did not provide specific details on its technology layout or development plans in this field [1] - There was no information provided regarding the application of coating technology in liquid cooling servers or its potential to help data centers reduce PUE values [1] - The company did not elaborate on the advantages of its low-energy coating technology in the context of green data center construction [1]

Group 1 - The core initiative is to promote energy-saving and carbon reduction transformations in data centers across Shaanxi Province, with a focus on green development by recommending national green data centers for 2025 [1][2] - The recommendation process involves six sectors: industry, information communication, energy, internet, finance, and public institutions, adhering to the 2025 National Green Data Center Evaluation Index System [1] - Recommended data centers must meet specific criteria, including independent legal status, clear property rights, stable operation for over one year, and compliance with national green infrastructure development plans [1] Group 2 - Data centers constructed after 2022 should ideally be located within national integrated computing network hubs and designated areas for computing and electricity coordination [1] - The minimum scale for data centers is set at 3,000 standard racks, with a rack utilization rate of no less than 60%, and computing resource usage rates should be industry-leading, aiming for at least a secondary level in the Green Data Center Evaluation [1] - The self-evaluation process for participating units includes creating a self-evaluation report based on the 2025 National Green Data Center Evaluation Index System, with local authorities responsible for reviewing and recommending submissions [2]