300多名居民戴着迷彩帽，穿着象征"MAGA"团结的红色衣衫，挤满了整个会议室，一起激烈抗议着一 项拟议中的数据中心计划，指责这个数据中心会侵占他们的农田，颠覆他们山谷的宁静节奏。 最后，这个数据中心规划项目以6比1的投票结果被取消，这一决定引起了现场雷鸣般的掌声。 这一幕发生在上个月美国宾夕法尼亚州农村规划委员会的会议上，而这群抗议者们，来自宾州的蒙图尔 县——这是宾州一个偏远的小县城，是特朗普所在的共和党的"铁票仓"。在去年的美国大选中，共和党 在蒙图尔县以20个百分点的优势获胜。 然而，这群曾经特朗普的铁杆支持者们，现在却成了阻止特朗普政府加快人工智能基础设施建设行动的 最大阻力。而这一现象，如今正在美国各地上演。 特朗普"铁票仓"正阻止特朗普的AI梦？ 在人工智能的热潮下，特朗普政府正在美国各地大力推进数据中心的建设，以保持美国在人工智能领域 的竞争力。 在这一过程中，美国的农村地区成为大型数据中心项目的关键目标，因为数据中心的建设需要大量廉价 的土地和充足的电力。 但这一趋势在众多偏远的农村地区遭遇了广泛的阻力。农村居民们指责称，这些数据中心的建设正在未 经他们同意的情况下破坏他们的社区。 正如蒙图 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has issued the "Industry Scope List for Infrastructure Real Estate Investment Trusts (REITs) Projects (2025 Edition)," significantly expanding the asset categories included in infrastructure REITs, reflecting the internal demand for economic transformation and the public's desire for a better life [1][2]. Group 1: Expansion of Asset Categories - The new list includes high-quality asset categories such as sports venues, commercial travel and cultural sports complexes, four-star and above hotels, commercial office facilities, and urban renewal facilities, marking a major breakthrough in the scope of infrastructure REITs [1][2]. - Since the launch of infrastructure REITs in 2020, the market has continuously expanded, now covering 12 major industries and 52 asset types, with 18 asset types from 10 industries already achieving their first issuance [2][3]. Group 2: Consumer Infrastructure and Sports Consumption - The expansion of the scope to include consumer infrastructure signifies a shift in understanding, moving from merely providing shopping spaces to offering high-quality living and service experiences [2][3]. - The inclusion of sports venues supports the national strategy for public fitness and expands new spaces for sports consumption, aligning with government efforts to enhance financial support for the sports industry [3][4]. Group 3: Commercial Office Facilities - The list allows independent commercial office facilities to issue REITs for the first time, which aligns with international REIT market practices and is a cautious decision based on China's national conditions [4][5]. - This move is expected to significantly expand asset scale and attract a broader range of investors, while also providing stable operating spaces and quality business environments for the real economy [4][5]. Group 4: Urban Renewal Facilities - Urban renewal facilities have been included as an independent category, providing strong financial support for national urban renewal strategies [5]. - The introduction of infrastructure REITs is seen as a solution to challenges such as large investment scales and long recovery periods in urban renewal projects, promoting a sustainable operational model and enhancing the long-term vitality of updated areas [5].

[Table_Summary] 公司 2025 前三季度营业收入 57.06 亿元，同比增加 5.79%；归母净利润 3.44 亿元，同比增加 44.71%；扣非净利润 3.00 亿元，同比增加 36.85%。单季度看，公司 2025Q3 营业收入 19.73 亿元，同比增加 18.65%，环比下降 21.59%；归母净利润 1.01 亿元，同比增加 711.41%，环 比下降 42.17%；扣非净利润 0.77 亿元，同比增加 423.44%，环比下降 52.86%。 丨证券研究报告丨 [Table_scodeMsg1] 联合研究丨公司点评丨科华数据（002335.SZ） [Table_Title] 科华数据 2025Q3 业绩点评：新能源海外收 入高增，加大研发布局 AIDC 出海 报告要点 分析师及联系人 [Table_Author] 邬博华 于海宁 曹海花 司鸿历 SAC：S0490514040001 SAC：S0490517110002 SAC：S0490522030001 SAC：S0490520080002 SFC：BQK482 SFC：BUX641 SFC：BVD284 请阅读最后评级说明和重 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：城地香江 证券代码：603887 公告编号：2025-104 上海城地香江数据科技股份有限公司 关于前期已披露重要项目进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 合同变更的风险：本次签署的《芜湖珑腾智算互联网产业园一期机电工程项目结算协议书》（以下简 称"结算协议书"）与前期披露的《【芜湖珑腾智算互联网产业园一期】项目机电工程施工总承包框架合 同书》（以下简称"总包合同"）在项目承包范围等方面发生了变更，将对该项目的收益产生一定影响。 ● 应收账款回收风险：根据结算协议书，项目第一至第三期中，均存在未收回的款项，可能存在应收账 款无法收回的风险。 ● 本次签署的结算协议书系项目承包人香江系统工程有限公司（以下简称"系统工程"）与发包人芜湖世 纪珑腾数据服务有限公司（以下简称"世纪珑腾"）根据前期签订的总包合同的进展情况，就后续安排协 商一致后签订。如本结算协议书与总包合同存在任何冲突或不一致的，以本结算协议书内容为准。 ● 工程项目 ...

爱尔兰的数据中心消耗了22%的计量电力，而欧洲平均水平仅为3%。尽管目前欧洲的数据中心热 潮主要集中在传统云计算领域，但欧洲也正在进行大量与人工智能相关的数据中心投资。鉴于爱尔兰目 前的能源状况，我们目前没有能力通过大规模建设来加入人工智能数据中心的竞争。爱尔兰面临的困境 也折射出更广泛的人工智能数据中心能源困境：数据中心的能源需求与现有的能源环境格格不入。 （原标题：爱媒称爱尔兰没有能力参与人工智能数据中心建设的竞赛） 《爱尔兰时报》11月24日报道，上周举办的爱尔兰数据中心大会（DataCentres Ireland）显示数据中 心发展面临的根本问题：电力。数据中心选址位于电力资源丰富的地区。爱尔兰的产业增长速度目前已 被欧洲其他国家超越，尤其是西班牙和北欧国家。爱电网压力巨大，目前提议的两种解决办法都与绕过 电网有关。一是使用天然气作为电源，并在现场建设天然气发电厂，配备发电机（通常是柴油发电机） 作为备用电源。二是业界对拟议的专用线路政策充满热情，即将进行的立法重大修订将允许数据中心直 接连接到能源，绕过电网。 ...

Core Viewpoint - Aik Shares plans to acquire 100% equity of Dongguan Silicon Xiang for 2.2 billion yuan, aiming to strengthen its second growth curve and expand its business into the data center liquid cooling sector [2][6]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments to 23 transaction parties, including Yan Ruohong and others [3][5]. - The stock of Aik Shares will resume trading on December 3 [3][5]. Group 2: Business Strategy and Growth - Aik Shares, primarily engaged in outdoor smart lighting and cloud control systems, has been seeking business transformation since its listing in September 2020 due to industry limitations [6]. - The company initiated a strategic upgrade in the new energy vehicle sector in 2021, focusing on capital and technology to deepen its industrial layout through multiple strategic acquisitions [6]. - Aik Shares expects that by 2025, revenue from its new energy business will exceed 50% of total revenue [6]. Group 3: Target Company Overview - Dongguan Silicon Xiang specializes in the research, design, manufacturing, and sales of products related to cell signal acquisition and thermal management [6]. - Its main products include CCS integrated busbars, FPC flexible circuit boards, heating films, and insulation cotton, with a focus on expanding into liquid cooling products [6]. - The target company's liquid cooling products are projected to generate revenue starting in 2024, with rapid growth anticipated in 2025 [6]. Group 4: Client Base and Market Position - Dongguan Silicon Xiang has established a robust client network across various application fields, including new energy power batteries and data centers, with long-term partnerships with well-known companies [7][8]. - The client base includes major players in the new energy battery sector such as CATL and BYD, as well as automotive manufacturers like Xpeng Motors and Geely [8]. - The acquisition is seen as a significant move for Aik Shares to enhance its capabilities in the new energy battery and vehicle sectors, leveraging synergies with existing clients [8].

（文章来源：证券日报） 证券日报网讯 12月2日，城地香江在互动平台回答投资者提问时表示，公司主要参与运营商数据中心项 目，如中国移动扬州、中国电信仪征等。 ...

Group 1 - The core viewpoint of the article is that Hainan Highway (000886) has provided updates on its shareholder count and ongoing projects [1] - As of November 20, 2025, the total number of shareholders for the company is reported to be 66,559 [1] - The Hainan Lingshui Intelligent Computing Center project, which the company is investing in, is currently in operation, and specific revenue details will be disclosed in the company's periodic reports [1]

据路透社1日报道，11月某天傍晚，在宾夕法尼亚州蒙图尔县举行的一次规划会议上，300多名当地居民 抗议美国塔伦能源公司计划在蒙图尔县兴建数据中心，指认这一计划会推高电价、占用耕地、消耗水资 源等。 海洋 美国政商界正大力推动在多地新建或扩建数据中心，以维持美国在人工智能(AI)领域的竞争力。然而这 一举措遭遇不少美国民众抵制。有数据显示，仅今年第二季度，全美就有20个项目因此遇阻。民众担 忧，最终自己要为能源需求激增导致的电价上涨埋单。 担心权益受损 美国民众反对兴建AI数据中心 一些政治分析师称，这些民众对数据中心的怒火，可能会为共和党再添一个2026年国会中期选举"减分 项"。 蒙图尔县居民约1.8万人。塔伦能源公司申请将该县约5.26平方公里的农用土地变更为工业用地，以便在 该公司所属天然气发电厂附近兴建一个容纳12至15栋建筑的大型数据中心。其中约1.42平方公里土地原 本用于农业或畜牧业。居民担忧，这部分土地被征用可能损害当地农业经济。 70岁的居民特雷莎·麦科勒姆说，如今美国主流社会已遗忘了"生活在这里的小人物，那些在经济困境中 挣扎的农民"。39岁的居民克雷格·海伊接受路透社采访时向企业和联邦政 ...

Core Viewpoint - Huailai County plays a crucial role in the coordinated development strategy of Beijing-Tianjin-Hebei, focusing on ecological protection, industrial collaboration, and improving people's livelihoods [2][3][4][5][6] Ecological Protection - Huailai County prioritizes ecological protection, having restored 38.7 square kilometers of wetlands and planted over 9.6 million trees, while also establishing the Hebei Huailai Guanting Reservoir National Wetland Park [3] - The county has implemented a collaborative water management mechanism with Beijing, achieving full coverage of rural sewage treatment and improving the water quality of the Yongding River from Class IV to Class III [3] - Air quality initiatives have maintained PM2.5 concentrations around 20 micrograms per cubic meter, reinforcing the ecological defense for the northwest of the capital [3] Industrial Development - Huailai County aims to become a key area for industrial collaboration, focusing on "research in Beijing-Tianjin and transformation in Huailai," with over 60 cooperative projects with Beijing totaling over 100 billion yuan [4] - The county has attracted 31 data and software-related enterprises, with a total signed investment exceeding 200 billion yuan, and has been recognized as a national demonstration base for new industrialization [4] - The establishment of the Beijing Institute of Technology Huailai Research and Experiment Base marks a significant step in enhancing local research capabilities [4] Cultural and Tourism Integration - In 2024, Huailai County plans to add six new national A-level tourist attractions, with a total of 7.922 million visitors expected, showcasing successful cultural and tourism integration with Beijing [5] - Events like the Guanting Lake Marathon and collaborative cultural activities have fostered community engagement between residents of Beijing and Huailai [5] Healthcare and Education Collaboration - Huailai County has deepened cooperation with Beijing's medical institutions, with 33 specialized disciplines and 140 experts now available locally, enhancing healthcare access for residents [5][6] - The establishment of educational facilities, including the Beijing Institute of Technology Huailai Research and Experiment Base, has facilitated the sharing of quality educational resources, with 489 new students enrolled this year [6] Future Outlook - Huailai County is committed to furthering its collaboration with Beijing and Tianjin, aiming to enhance ecological beauty, industrial prosperity, and overall quality of life for its residents [6]