横店东磁发布产业基金对外投资进展公告，投资山西秦云企业管理有限公司和山西秦能企业管理有限公 司（合称"BCI"）的股权，标志着这家以磁性材料和新能源双轮驱动发展的企业，深度融入新质生产 力，向算力基础设施的零碳化转型迈出新的一步。 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，其市场需求呈现较好的增长态势；BCI致力于打造"工业4.0"时代垂直一体化产业模式，聚合持有能 源、园区和装备等算力基础设施产业全要素配套能力，管理团队长期深耕算力基础设施的规划、建设与 运营，致力于以数字基建为核心向产业上下游延展，旨在打造低成本、易获取、高稳定、低碳排的数字 基建，实现产业与属地的融合互补、高效资源配置。 BCI已经成功布局多个能源综合体绿色算力基础设施集群，并与部分头部客户建立了稳定的合作关系。 横店东磁基于对数据中心行业未来发展前景的战略研判与价值认同，同时基于标的公司的业务发展与自 身光伏、储能产业有一定的协同性而做出本次投资决策。 产投融合，协同发展 BCI模式在于构建集"能源、装备、园区"于一体的零碳算力产业链综合平台，需要大规模可再生能源、 算力相关设备及 ...

1月22日，横店东磁（002056.SZ）发布产业基金对外投资进展公告称，公司股权投资基金联合柏晖秋实 股权投资基金、东阳市英洛华股权投资基金，作为领投方共同参与山西秦能与山西秦云两家标的公司 （合称"BCI"）的A轮融资，领投金额合计达6亿元。其中，横店东磁股权投资基金出资3亿元，柏晖秋 实出资2亿元，东阳市英洛华出资1亿元。相关投资协议已于2026年1月22日签署，标志着产业基金规模 扩至5亿元后的首个投资项目落地。 横店东磁投资BCI的股权，标志着这家以磁性材料和新能源双轮驱动发展的企业，深度融入新质生产 力，向算力基础设施的零碳化转型迈出新的一步。 BCI所处的低碳、零碳算力基础设施赛道正处于稳步发展阶段。在"双碳"目标背景下，数据中心等高载 能算力基础设施的绿色转型已成为必然趋势。算电协同、就近消纳、装备制造正成为算力基础设施投资 的重要方向。 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；BCI致力于打造"工业4.0"时代垂直一体化 产业模式，聚合持有能源、园区和装备等算力基础设施产业全要素配套能力 ...

此次收购是近年来亚洲地区算力基础设施领域规模最大的收购交易之一，为双方业务协同发展开启了新 阶段。 市场分析指出，本次并购有利于东阳光延伸产业链布局、优化业务结构。随着后续整合推进，双方有望 在技术、运营与资源方面形成协同，共同构建"绿电—硬件技术—算力—人工智能—运营"联动的数字基 础设施生态。（李颖） 据悉，秦淮数据集团是行业内领先的第三方超大规模算力基础设施解决方案运营商，在集约化发展、绿 色低碳运营方面居于前列。截至目前，秦淮数据运营及未来规划的算力总负载规模达5GW，已形成横 贯东西、纵贯南北的资源网络。 转自：新华财经 东阳光集团旗下拥有东阳光（600673.SH）与东阳光长江药业（01558.HK）两家上市公司，员工总数近 3万人，产业布局聚焦于电子新材料、生物医药及健康养生三大领域，已在广东、湖北、浙江等地建成 七大产业基地，位列中国民营企业500强。其中，集团在湖北宜都建设的基地累计投资已超过260亿元， 当地员工规模近万人，累计为地方贡献税收逾120亿元。 近日，由深圳市东阳光实业发展有限公司牵头，联合其旗下上市公司东阳光（600673.SH）及其他投资 人共同组成的买方团，以现金支付方式 ...

东阳光在电子新材料领域深耕多年，在氟化冷却液、冷板组件等液冷核心材料，以及积层箔电容器等关 键电子元器件方面拥有深厚技术积累。其自主研发的积层箔电容器，比传统化成箔电容器比容提高40% 以上，容量密度提升30%，还能减少40%的铝材消耗，既契合高效算力需求，又符合绿色发展理念。而 秦淮数据作为国内领先的超大规模算力基础设施解决方案运营商，在数据中心建设、运营管理及算力资 源配置方面拥有成熟经验，更具备大规模、高密度的实际应用场景。 产业协同的深度落地，离不开区域资源的精准匹配。在完成收购签约后，东阳光集团与秦淮数据依托各 地资源禀赋，在韶关、乌兰察布、宜昌三地推进系列合作项目，构建起跨区域的"产算电"一体化协同网 络。 本报讯(记者李雯珊见习记者张美娜)近日，广东东阳光（600673）科技控股股份有限公司(以下简称"东 阳光")发布公告，宣布由控股股东深圳市东阳光实业发展有限公司(以下简称"东阳光集团")携手东阳光 领投，联合其他投资人共同组成买方团，采用现金支付方式，以280亿元完成对北京秦淮数据有限公司 (以下简称"秦淮数据")中国区业务的收购交割。 据悉，这是近年来亚洲地区规模最大的算力产业收购案。此次 ...

Core Viewpoint - The company is facing delays in the construction of its data center project due to insufficient funding from shareholders, which has led to uncertainty in the project's progress [1] Group 1: Project Overview - The company announced plans to invest 83.6963 million yuan in building a data center infrastructure project in Guangzhou [1] - The initial construction period was estimated to be three months, but progress has been stalled [1] Group 2: Funding Challenges - Shareholders have not fulfilled their capital contributions, causing delays in project funding [1] - The company and its partners are actively negotiating to secure funding arrangements, but no consensus has been reached among shareholders [1] Group 3: Future Actions - The company is committed to urging and coordinating with all parties involved to reach an agreement on funding solutions to resume the project [1]

Core Viewpoint - The company, Nongshang Environment, announced that its subsidiary, Xinsuan Shengyang, plans to invest 83.6963 million yuan in the construction of the Guangzhou Smart Innovation Valley computing power infrastructure project, but the project is facing delays due to funding issues [1] Group 1: Project Details - The initial expected construction period for the project was 3 months [1] - As of now, the funding progress has not met expectations, and all shareholders have not yet contributed their capital [1] - Although the company and its partners have continued to advance some preliminary work, the overall construction progress of the project has been stalled [1] Group 2: Future Outlook - If the necessary funding is not secured in a timely manner, the project may face further uncertainties [1] - The company will continue to urge and coordinate all parties involved to reach a consensus on funding solutions to get the project back on track [1]

Group 1 - The company’s subsidiary, Guangzhou Xinsuan Shengyang Technology Co., Ltd., plans to invest 83.6963 million yuan in the construction of the Guangzhou Smart Innovation Valley computing power infrastructure project [1] - The original expected construction period for the project was 3 months [1] - Currently, the project’s overall construction progress has been delayed due to the funding procurement process not meeting expectations, with all shareholders yet to fulfill their capital contributions [1]

Core Viewpoint - The technology growth sector is experiencing active performance driven by policy expectations and industry trends, with a shift from broad market gains to a focus on companies with higher earnings certainty in computing infrastructure and software applications [1] Group 1: Market Performance - The market is transitioning from a broad rally to a more differentiated performance as earnings begin to materialize [1] - Attention is increasingly directed towards computing infrastructure and software applications that demonstrate commercial viability [1] Group 2: Policy and Industry Support - The Federal Reserve's interest rate cut cycle is gradually taking shape, providing a supportive backdrop for the market [1] - The "14th Five-Year Plan" emphasizes the importance of technological innovation and the establishment of a modern industrial system, positioning these areas at the core of future growth [1] - Industry prosperity and policy catalysts are identified as key supports for the continuation of market trends [1]

Group 1: Fixed Asset Investment - The total fixed asset investment in China from January to November showed a year-on-year decline of 2.6%, indicating a likely negative growth for the entire year [2] - The negative growth in fixed asset investment is viewed as a normal correction after years of high growth and over-investment [2][3] - China's investment rate remains the highest globally at over 40%, with new capital formation accounting for 43% of GDP, suggesting that a reduction to a more reasonable level could lead to a significant amount of inefficient investment [3] Group 2: Consumer Spending - Consumer growth rate for the same period was 4%, but there was a rapid decline in October and November, indicating that structural policies to boost consumption have not been effective [4][5] - A shift from structural to aggregate consumption policies is recommended, focusing on increasing overall consumer spending rather than targeted subsidies [5][6] - Increasing residents' income is crucial for boosting consumption, with suggestions for government spending to shift from ineffective investments to direct consumer subsidies [6][11] Group 3: Monetary Policy - There is potential for more active monetary policy, including interest rate cuts, which could significantly impact corporate profits and consumer spending [7] - The current LPR rate is at 3%, indicating room for further reductions, which could help alleviate local government debt burdens [7] - Historical examples from the US and Europe show that low or negative interest rates can effectively stimulate economic recovery [7] Group 4: Capital Market Outlook - China's capital market is currently valued at just over 100 trillion yuan, with potential to reach 200 trillion yuan by 2030 if the securities ratio aligns with international averages [8][9] - The wealth effect from capital market growth could significantly boost consumer spending, contributing to overall economic demand [9][10] - Increasing the proportion of state-owned equity transferred to social security funds could enhance social welfare and support consumer spending [10]

Core Insights - The Jiangxi Provincial Government has issued the "Artificial Intelligence + Action Plan," which emphasizes the need for proactive construction of intelligent computing facilities based on scenario requirements [1] Group 1: Infrastructure Development - The plan aims to promote the integration of existing high-energy consumption and low-efficiency computing facilities, focusing on the construction of green computing infrastructure [1] - New and renovated computing infrastructure in the province must have an energy utilization efficiency of less than 1.25 [1] Group 2: Network and Resource Management - Priority will be given to building high-throughput computing transmission networks between major computing nodes, achieving direct connections with speeds over 100G and millisecond-level latency between computing resource pools in urban areas [1] - A provincial computing scheduling service platform will be established to facilitate unified access and scheduling of computing infrastructure, enabling "one-point access and immediate use" of computing services [1]