算力板块利通电子2连板。一图速览今日连板股>> 2月2日，Wind数据显示，A股市场共计44只个股涨停。其中白酒股皇台酒业3连板，算力板块利通电子2 连板。一图速览今日连板股>> | | 连板服务 2.2 3.2 3.2 3.2 3.2 | | | --- | --- | --- | | 股票名称 | 连板大数 | 所属概念 | | 青导演业 | 3 | 白酒 | | *ST华峰 | 3 | 风电 | | 横店影视 | 3 | 影视 | | 万丰股份 | 3 | 化工 | | 通鼎互联 | 2 | 数据中心 | | *ST东易 | 2 | 算力中心 | | 名雕股份 | 2 | 建筑 | | 杭电股份 | 2 | 光通信 | | 利通电子 | 2 | 算力租赁 | | 白云电器 | 2 | 算力中心 | | 西上海 | 2 | 汽车零部件 | | | 能口防经 | 院數点 | ...

Core Viewpoint - A consortium led by KKR is nearing a deal to acquire ST Telemedia Global Data Centres, a Singapore-based global data center provider, with the transaction valuing the company at over SGD 13 billion [1][7]. Group 1: Acquisition Details - KKR is collaborating with Singapore telecommunications giant Singtel for this acquisition [1][7]. - The negotiations have entered a critical phase, with an announcement expected soon, although no binding agreement is guaranteed [2][7]. - ST Telemedia's parent company, Temasek Holdings, currently holds over 80% of STT GDC, with the remaining shares owned by the KKR-led consortium, which acquired a minority stake for approximately USD 1.3 billion in 2024 [2][3][7]. Group 2: Market Context - The acquisition is set against a backdrop of increasing demand for computing power driven by the AI boom, prompting foreign firms, including private equity companies, to invest in data centers, with Asia being a major beneficiary of this investment wave [3][7]. - Recent investments in the region include Micron Technology's announcement of a USD 24 billion advanced wafer fabrication plant in Singapore, Microsoft's USD 23 billion investment in AI-related infrastructure (mostly in India), and Amazon's USD 5 billion investment in data centers in Taiwan [3][8]. - Southeast Asia has also announced similar investment plans, contributing to the overall expansion of the digital economy, including digital payments and e-commerce [3][8]. Group 3: Company Profile - STT GDC operates over 100 data centers globally, with a total capacity exceeding 2.3 gigawatts [4][8]. - For KKR, this acquisition will further strengthen its business presence in the region, following an investment of USD 800 million in 2023 to acquire a 20% stake in Singapore Telecommunications' regional data center business [4][9].

Group 1: Data Center Business - The company's data center business is a strategic platform for global digital energy integration, focusing on high-reliability, modular, and green low-carbon solutions [2] - The first ultra-large modular data center in Malaysia, consisting of 833 modules and approximately 60MW IT load, was delivered in under 10 months, significantly faster than the traditional 18-24 months [3] - Since 2013, the company has delivered over 1,000 MW and more than 17,000 modules across various regions, leveraging its strong manufacturing and global delivery capabilities [3] Group 2: Offshore Engineering Outlook - As of June 2025, the offshore engineering segment has a backlog of approximately $5.55 billion, with orders scheduled for production until 2027/2028 [4] - The company is focusing on high-quality, high-end equipment orders, primarily in FPSO/FLNG projects, while also tracking non-oil and gas orders from existing clients [4] - The offshore oil and gas project investments are expected to be delayed due to macroeconomic uncertainties, but a peak in investment is anticipated from 2026 to 2028 [4] Group 3: Container Manufacturing Performance - The container manufacturing business is projected to experience a significant decline in 2025 due to a high base in 2024 and a slowdown in global trade volume growth [5][6] - Long-term demand for containers is expected to rise, potentially exceeding the recent annual demand of around 4 million units, driven by global population growth and increased wealth [6] Group 4: Commercial Aerospace Initiatives - The subsidiary, CIMC Enric, has established itself as a key supplier in the aerospace storage equipment sector, with expected revenue and orders exceeding 100 million RMB in 2025 [6] - The company is also launching the first domestic RAP active temperature-controlled air cargo box in February 2025, filling a gap in the domestic market [6]

来源：新浪基金∞工作室 2月2日，数据港涨5.56%，截至发稿，报39.66元/股，成交15.03亿元，换手率5.53%，总市值284.91亿 元。 资料显示，上海数据港股份有限公司位于上海市静安区江场路1401弄14号1601室，成立日期2009年11月 18日，上市日期2017年2月8日，公司主营业务涉及数据中心服务器托管服务及网络带宽服务。主营业务 收入构成为：IDC服务业99.31%，IDC解决方案0.69%。 从数据港十大流通股东角度 数据显示，南方基金旗下1只基金位居数据港十大流通股东。南方中证1000ETF（512100）三季度减持 4.13万股，持有股数394.28万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约824.05万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益8.67%，同类 排名1569/5579；近一年收益43.07%，同类排名1731/4285；成立以来收益24.28%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年89天，现任基金资产总规模1370.2亿元，任 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the focus on uncovering investment value from significant events, analyzing industry chain companies, and interpreting key policies [1] - The product aims to provide users with quick information that serves as an investment reference for market impacts [1] Group 2 - The company has developed TGV laser micro-hole equipment that covers both wafer-level and panel-level packaging, and has shipped glass substrate through-hole equipment [1] - This technology has been applied to perovskite batteries and components, indicating a diversification into renewable energy solutions [1] - Additionally, the company has launched high-power SOFC (Solid Oxide Fuel Cell) power generation products to meet the surging power demands of AI data centers, establishing partnerships with leading enterprises [1]

Key Points - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the preliminary preparation stage for trial production [1] - Jerry Holdings signed a sales contract for gas turbine generator sets for a US data center worth 1.265 billion yuan [1] - Aoshikang plans to invest 1.82 billion yuan in the construction of a high-end printed circuit board project [1] - BGI Genomics intends to acquire 100% equity of Sanjian Qifa and Huada Xifeng [1] - Tianqi Lithium's Talisman third-phase chemical-grade lithium concentrate expansion project is expected to produce its first batch of qualified chemical-grade lithium concentrate by January 30, 2026 [1] - Huayou Cobalt plans to collaborate on building an integrated battery industry chain project in Indonesia [1] Performance - Guangdong Mingzhu expects a net profit increase of 2908.49%-3577.04% year-on-year for 2025 [1] - Sainuo Medical anticipates a net profit increase of 2767%-3233% year-on-year for 2025 [1] - Lingdian Electric Control forecasts a net profit increase of 640.16%-804.64% year-on-year for 2025 [1] - Bojie Co. expects a net profit increase of 484.16%-618.97% year-on-year for 2025 [1] - Xiangcai Co. anticipates a net profit increase of 266.41%-403.81% year-on-year for 2025 [1] - Xinyi Sheng expects a net profit increase of 231%-249% year-on-year for 2025, with Q4 performance exceeding expectations [1] - Zhongji Xuchuang forecasts a net profit increase of 89.50%-128.17% year-on-year for 2025 [1] - Zhongjin Company anticipates a net profit increase of 50%-85% year-on-year for 2025 [1] - China Merchants Shekou expects a net profit decrease of 69%-75% year-on-year for 2025 [1] - Western Gold anticipates a net profit increase of 46.78%-69.23% year-on-year for 2025, driven by increased sales volume and prices of its own gold products [1] - Shandong Gold expects a net profit increase of 56%-66% year-on-year for 2025 [1] - Cambrian anticipates a net profit of 1.85 billion to 2.15 billion yuan for 2025, turning from loss to profit [1] - 360 Company expects a profit of 213 million to 318 million yuan for 2025, with Q4 performance significantly exceeding expectations [1] - Seres reported January automobile sales of 45,900 units, a year-on-year increase of 104.85% [1] - GAC Group reported January automobile sales of 116,600 units, a year-on-year increase of 18.47% [1] Buyback and Increase - GoerTek has increased the total amount for share repurchase to no less than 1 billion yuan and no more than 1.5 billion yuan [2]

Group 1 - Epstein's will allocates $288 million in assets and global properties to at least 44 beneficiaries, including $50 million in cash and a 33-carat diamond ring to his girlfriend, Karina Shuryak [3] - The will was signed by Epstein's lawyer Darren Indyk and became effective eight days after Epstein's death in prison [3] - Epstein's estate includes the controversial Little Saint James Island, which has been linked to his sex trafficking activities, and it has also been bequeathed to Shuryak [3] Group 2 - The U.S. Department of Justice is set to release over 3 million pages of documents related to the Epstein case, including the will, on January 30 [4] - Epstein was previously convicted in 2008 for soliciting minors for prostitution and was arrested again in July 2019 for sex crimes before his death [5]

Core Viewpoint - *ST Yushun is forecasting a negative net profit of approximately -19.23 million yuan for the fiscal year 2025, despite an expected revenue of about 410 million yuan, primarily due to significant asset restructuring and the acquisition of three IDC project companies [2] Group 1: Financial Performance - The company anticipates an operating revenue of around 410 million yuan, with a net profit attributable to shareholders projected to be negative at approximately -19.23 million yuan [2] - The adjusted operating revenue, after deductions, is expected to be about 407 million yuan, which includes new IDC business revenue of approximately 81.01 million yuan [2] Group 2: Business Developments - The performance change is mainly attributed to the major asset restructuring, which involved the cash acquisition of 100% equity in three IDC project companies [2] - The transition management of the acquired companies was completed on November 28, 2025, and they will be included in the consolidated financial statements starting December 2025 [2] Group 3: Stock Market Implications - The company has highlighted the risk of potential delisting, as the audited net profit for 2024 and the net profit after excluding non-recurring gains and losses are both expected to be negative [2] - The adjusted operating revenue for 2024 is projected to be below 300 million yuan, leading to a trading risk warning for the company's stock effective from May 6, 2025 [2]

佟义东建议，以南宁为核心，依托直连点和中转节点，建设面向东盟的线上算力调度交易平台，调配国 内算力资源匹配东盟需求，覆盖算力租赁、AI模型训练等多元服务，远期推动与东盟主要算力中心互 联互通，实现"东盟数，广西算"的生态格局。广西可加快建设面向东盟的算力枢纽，进一步推动面向东 盟的"数据流通便利地"建设，以风险可控为前提，探索更多负面清单覆盖领域；定期举办跨境算力合作 论坛、发布东盟算力合作白皮书，深化与东盟国家在数字基础设施、技术标准等领域的务实合作。 中新网南宁2月1日电 (黄令妍 韦佳秀)近年来，广西聚焦国家所需、广西所能、东盟所盼，在人工智能 新领域新赛道加快布局，"北上广研发+广西集成+东盟应用"的发展路径成型起势。2月1日，广西壮族 自治区政协十三届四次会议开幕，与会政协委员就广西加快布局跨境算力交易平台，数字赋能西部陆海 新通道建设、产业园区发展等建言献策。 图为广西 壮族自治区政协十三届四次会议开幕。陈冠言 摄 佟义东委员代表民革广西区委在开幕会大会发言中指出，广西算力基础设施不断完善，已建成超大型数 据中心5个，广西算力调度平台上线、"青算入桂"跨区域算力协作正式落地、南宁国际通信业务出入口 ...

Core Viewpoint - Runze Technology Development Co., Ltd. is expected to achieve a net profit of 5 billion to 5.3 billion yuan in 2025, representing a year-on-year growth of 179.28% to 196.03%, primarily driven by the successful issuance of a public REITs project in August 2025, which contributed approximately 3.746 billion yuan in non-recurring gains [1] Group 1: Financial Performance - The company's net profit growth is significantly influenced by the REITs issuance, which provided a one-time gain of about 3.746 billion yuan [3] - Excluding the impact of the REITs, the company's net profit excluding non-recurring items is expected to grow by 5.71% to 11.33% [1] - The AIDC (Artificial Intelligence Data Center) business is also contributing to growth, with a projected increase in performance due to the rising demand for AI computing power [2][4] Group 2: Business Structure and Growth Drivers - The growth of Runze Technology is driven by two main engines: non-recurring income from REITs asset securitization and the continuous expansion of the AIDC business amid surging AI computing power demand [1][2] - The successful listing of the Southern Runze Technology Data Center REIT in August 2025 marked a significant milestone for the data center industry, providing a replicable model for other IDC companies [2] - The company has established seven AIDC infrastructure clusters across six core regions, with a total of approximately 320,000 cabinet resources, completing the framework layout for a nationwide integrated computing power center system [2] Group 3: Market Trends and Future Outlook - The explosive growth in AI computing demand is a key factor behind the company's performance, with significant increases in token consumption by leading internet and large model companies [3] - The company is well-positioned with advantages in liquid cooling technology and high-power cabinet deployment, attracting major AI clients and optimizing its customer structure [3] - Looking ahead, the company anticipates continued growth in high-performance computing supply capabilities and steady increases in intelligent computing service revenue, reinforcing its profit growth resilience [4]