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广西布局人工智能 政协委员建言跨境算力与产业数字化
Xin Lang Cai Jing· 2026-02-01 10:02
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 ...
润泽科技2025年业绩预增近两倍 REITs发行激活资产价值
Zheng Quan Ri Bao Zhi Sheng· 2026-01-31 04:06
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]
立昂技术股份有限公司 2025年度业绩预告
Zheng Quan Ri Bao· 2026-01-30 22:56
本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 证券代码:300603 股票简称:立昂技术 编号:2026-009 登录新浪财经APP 搜索【信披】查看更多考评等级 (一)业绩预告期间 公司2025年度业绩预告相关的财务数据未经会计师事务所审计。公司已就业绩预告有关的重大事项与年 报审计的立信会计师事务所进行了预沟通,公司与会计师事务所在本报告期的业绩预告方面不存在重大 分歧。 三、业绩变动原因说明 本报告期,归属于上市公司股东的净利润表现为亏损的主要原因是: (1)报告期内,一方面,受数据中心行业部分区域出现供需关系失衡,市场竞争加剧影响,公司获客 难度加大;另一方面,在国家"双碳"战略的影响下,行业监管对数据中心能耗指标的要求日趋严格,叠 加人工智能技术快速迭代升级,现有机房建设标准已难以满足行业发展新需求,进一步制约了大客户的 入驻进程,广纸云数据中心经营效益不及预期。经公司初步测算,广纸云数据中心资产组存在减值迹 象,影响金额约3000万元至4500万元,最终减值金额将以公司聘请的评估机构及审计机构出具的评估与 审计结果为准。 ( ...
33.5亿并购破局!*ST宇顺2025年业绩回暖,摘星脱帽进入倒计时
Guo Ji Jin Rong Bao· 2026-01-30 15:25
Group 1 - The core point of the article is that *ST Yushun (002289.SZ) has released its performance forecast for 2025, expecting a revenue of approximately 410 million yuan and a net loss of 19 million yuan [1] - In 2024, *ST Yushun was under delisting risk warning due to negative net profit and revenue below 300 million yuan [1] - The company is advancing a significant asset restructuring plan to acquire 100% equity of three IDC project companies for 3.35 billion yuan, which is expected to improve financial metrics [1] Group 2 - The asset restructuring plan is in a substantial implementation phase, with a clear arrangement for equity transfer and payment [1] - The first batch of 60% equity transfer is set to start after the completion of preconditions by March 17, with a corresponding payment of 9% of the total price [1] - A financing lease business through sale-leaseback is proposed by Zhongen Cloud Technology, which could provide up to 2 billion yuan in funding to resolve the equity pledge issue [2] Group 3 - February 12 is identified as a critical date for the restructuring, as the financing lease plan will be submitted for approval at the first temporary shareholders' meeting of 2026 [2] - If the financing lease plan is approved, the equity pledge issue will be resolved, allowing the first batch of equity transfer to potentially be completed before the Lunar New Year [2] - The successful completion of the restructuring could lead to *ST Yushun's removal from the delisting risk warning [2]
科华数据:公司始终致力于踏实做好公司生产经营工作
Zheng Quan Ri Bao Wang· 2026-01-30 15:15
Core Viewpoint - The company emphasizes its commitment to improving production and operations while addressing investor concerns about stock price fluctuations and the development of liquid cooling products [1] Group 1: Liquid Cooling Products - The company has launched a full lifecycle service for liquid cooling data centers, including a series of self-developed liquid cooling products [1] - The company has completed liquid cooling data center renovations for leading internet companies, establishing industry benchmark services [1] - In collaboration with Muxi Co., the company has introduced a high-density liquid cooling computing POD, with specific projects already implemented in intelligent computing scenarios [1] Group 2: Future Collaborations and Industry Development - The company plans to collaborate with more partners to build a liquid cooling intelligent computing center ecosystem [1] - The initiative aims to promote the green and low-carbon development of the intelligent computing center industry [1]
万国数据-SW拟向华泰资本私人配售3亿美元B轮可转换优先股
Zhi Tong Cai Jing· 2026-01-30 14:04
该可转换优先股首六年每年累计股息不低于3.75%,第六周年起最低股息率提升至6.75%且每季度调升 50个基点;转换价约为每股GDS美国存托股54.43美元,较2026年1月30日香港收市价溢价17.5%。 董事会认为私人配售对公司及股东整体有利,因为其显示公司与中国领先金融机构之一的关系得以巩 固,使公司能够在投票权方面进一步加强中国籍人士的"控制",进而使公司能够继续服务中国内地的主 要客户。 万国数据-SW(09698)公布,私人配售3亿美元B轮可转换优先股予一名中国机构投资者华泰资本投资有 限公司。万国数据将动用私人配售所得款项扩充数据中心容量及作一般企业用途。 ...
万国数据-SW(09698)拟向华泰资本私人配售3亿美元B轮可转换优先股
智通财经网· 2026-01-30 14:03
该可转换优先股首六年每年累计股息不低于 3.75%,第六周年起最低股息率提升至 6.75% 且每季度调升 50 个基点;转换价约为每股GDS美国存托股54.43美元,较2026年1月30日香港收市价溢价 17.5%。 董事会认为私人配售对公司及股东整体有利,因为其显示公司与中国领先金融机构之一的关系得以巩 固,使公司能够在投票权方面进一步加强中国籍人士的"控制",进而使公司能够继续服务中国内地的主 要客户。 智通财经APP讯,万国数据-SW(09698)公布,私人配售3亿美元B轮可转换优先股予一名中国机构投资者 华泰资本投资有限公司。万国数据将动用私人配售所得款项扩充数据中心容量及作一般企业用途。 ...
万国数据-SW(09698.HK)私人配售3亿美元可转换优先股予华泰资本
Ge Long Hui· 2026-01-30 14:01
格隆汇1月30日丨万国数据-SW(09698.HK)宣布,私人配售3亿美元B轮可转换优先股予一名中国机构投 资者华泰资本投资有限公司(「私人配售」)。万国数据将动用私人配售所得款项扩充数据中心容量及作 一般企业用途。 ...
助力智算发展,“储能+智算中心”专题交流会在海博思创房山智造基地举办
海博思创· 2026-01-30 13:34
Core Viewpoint - The article emphasizes the importance of integrating energy storage with intelligent computing centers to promote green energy development and enhance economic efficiency in the industry [1][8]. Group 1: Event Overview - The "Focus on Green Energy, Empower Intelligent Computing Development" seminar was successfully held, organized by the Beijing Economic and Information Technology Bureau, aiming to discuss the application of energy storage in intelligent computing centers [1]. - Key representatives from major companies and research institutions attended the event, including China Mobile, China Unicom, and JD.com, highlighting the collaborative nature of the discussions [3]. Group 2: Company Insights - Haibo Shichuang, founded in 2011, has transformed from a traditional product sales model to a comprehensive service provider in the energy storage sector, focusing on innovative applications of energy storage in computing centers [3]. - The company has already implemented energy storage projects in data centers, demonstrating the feasibility of large-scale promotion [4]. Group 3: Technical Discussions - The seminar featured discussions on the economic viability and safety of energy storage applications, with a focus on reducing reliance on diesel generators through innovative energy storage solutions [5][6]. - Experts highlighted the need for continuous innovation in technology and business models to fully replace diesel generators with energy storage systems [6]. Group 4: Policy and Future Directions - Officials from the Beijing Economic and Information Technology Bureau emphasized the critical role of energy storage in supporting the green and sustainable development of the intelligent computing industry [7]. - The article calls for collaborative efforts to explore scalable solutions for integrating energy storage with intelligent computing centers, aiming to support the high-quality development of the digital economy in Beijing [7][8].
城地香江(603887.SH):2025年预亏4600万元到6900万元
Ge Long Hui A P P· 2026-01-30 13:03
Core Viewpoint - Chengdi Xiangjiang (603887.SH) expects a reduction in net loss for the fiscal year 2025, projecting a net profit attributable to shareholders of the parent company between -46 million to -69 million yuan, compared to a loss of -344.84 million yuan in the previous year [1] Financial Performance - The anticipated net profit excluding non-recurring gains and losses for 2025 is projected to be between -39.2 million to -58.8 million yuan [1] Reasons for Performance - Credit impairment impact: The significant growth in the company's IDC business is expected to drive revenue and gross profit increases; however, the expansion of business scale has led to an increase in accounts receivable, resulting in higher credit impairment provisions [1] - Asset impairment impact: The decline in the original industry has led to an increase in the scale of related asset impairments [1] - Increased R&D expenses: To address intensified industry competition and improve gross profit margins, the company has increased R&D investments to enhance product competitiveness [1]