建成光缆线路38.7万公里，直连城市由22个增加至27个，网络出省总带宽达到21T，与全国90%以上地 区光纤直连传输时延控制在8-20毫秒以内；光纤接入端口占比达到99.2%，排名全国第1，宽带入户排名 全国第4位；新建5G基站5068个，累计达到1.7万个，5G行政村点亮率从80.5%提升至95%，5G用户渗透 率位居全国第2，银川市、固原市成功入选全国"双千兆城市"……近年来，宁夏把发展数字经济作为打 造新质生产力的主攻方向、高质量发展的重要引擎、转型升级的重要动力，通信网络设施加快改善，数 字经济呈现总量持续扩大、占比不断提升、数实融合领域不断拓宽的良好发展态势。 另一方面，东西算力合作日益深化。宁夏加强与国家部委、企事业单位的对接，争取国家部委、企事业 单位等机构在宁夏落地数据中心或智算项目，积极推动建设国家战略数据灾备基地。截至目前，人力资 源和社会保障部"金保工程"二期异地灾备数据中心已经落地，还有一批项目正在加紧对接。与北京、浙 江、安徽等省份的合作取得实质性进展，腾讯、商汤、智谱华章、上海鸿翼等智算（存力）中心项目加 快建设，其中腾讯智算中心正在进行机房改造，预计6月完成16MW布设。 截至 ...

Group 1 - The core viewpoint of the news is the significant advancements in Guangxi's computing power infrastructure and the establishment of the Guangxi Computing Power Alliance, which aims to enhance digital transformation and economic development in the region [1][2][3] Group 2 - The Guangxi Computing Power Network Development Report (2024) was released, highlighting the region's comprehensive policy support and significant achievements in computing power development [1] - Guangxi's infrastructure has seen a notable upgrade, with the establishment of key internet backbone points and a projected cross-border network transmission capacity of 5 Tbps by 2025 [1] - The total design scale of data center racks in Guangxi reached 164,000 by the end of 2024, representing a 172% increase compared to the end of 2022 [1] - The total computing power scale reached 3.28 EFlops, a 546% increase from the end of 2022, with five super-large data centers established [1] Group 3 - The computing power layout in Guangxi is gradually improving, with a focus on providing inclusive computing power infrastructure across all 14 cities in the region [2] - The Guangxi Computing Power Scheduling Platform was introduced, which integrates distributed computing power nodes and utilizes cross-domain scheduling algorithms for intelligent resource integration [2] - The platform is expected to reduce computing power usage costs by 35% and enhance innovation efficiency by 50% for enterprises [2] Group 4 - The Guangxi Computing Power Alliance aims to position itself as a "China-ASEAN Computing Power Hub," promoting the integration of computing resources with diverse scenarios to foster innovation [3] - The alliance emphasizes the importance of building a new ecosystem that empowers various industries through computing power, contributing to the digital economy's growth in Guangxi [3]

一份文件草案显示，欧盟委员会将在2026年底前提出这项措施，作为一项旨在使数据中心更具可持续性 的计划的一部分，因为数据中心对水和能源的需求将激增。欧盟水资源弹性战略草案将于下个月发布， 其中指出："电池生产、半导体、氢气、微芯片和数据中心等欧盟战略自主的关键领域消耗大量（通常 是超纯）水。有必要估算当前和未来情景下的用水量，并预测可能产生的负面影响。"（彭博） ...

Financial Data and Key Metrics Changes - Net service revenue increased slightly year on year, with gross revenue reaching $27.9 billion, up 2% from last year [4] - EBITDA grew by 2% to $7.9 billion, driven by strength in fiber and ICT segments, along with prudent cost management [4][11] - Telco core income was recorded at $8.8 billion, down 6% year on year due to increased depreciation linked to strategic investments [4][12] - Core income remained steady year on year, supported by Maya's positive contribution, which turned profitable this quarter [12][13] Business Line Data and Key Metrics Changes - Home segment revenue rose by 4% year on year to $15.2 billion, with fiber now accounting for 97% of home revenues, up from 92% in 2024 [5][8] - Enterprise segment total revenue remained steady at $11.9 billion, with corporate data and ICT revenues slightly up by 1% [5][9] - ICT revenue grew by 16% year on year, now accounting for over 22% of enterprise revenues, up from 19% a year ago [6][9] - Mobile revenues decreased slightly due to lower packet Wi-Fi usage, but 5G adoption and data traffic are on the rise, indicating potential for future growth [6][11] Market Data and Key Metrics Changes - Mobile data, fiber, corporate data, and ICT now account for 89% of total revenues, up from 88% in 2024 [7] - 5G data traffic surged by 81% year on year, with 5G device adoption growing by 60% quarter on quarter [11] - The churn rate remains below 2%, one of the lowest in the industry, reflecting effective customer retention strategies [8][59] Company Strategy and Development Direction - The company aims to pursue steady revenue growth, disciplined expense management, asset monetization, and prudent capital allocation [5] - PLDT is focusing on expanding its fiber footprint and enhancing its digital infrastructure, including the launch of the Asia Direct Cable to improve international connectivity [22][24] - Maya, the fintech driver, is positioned for sustainable growth with its all-in-one ecosystem combining payment, banking, and lending services [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's market position despite near-term challenges, supported by strong operational fundamentals and strategic investments [33] - The company anticipates continued growth in the home segment and is optimistic about the enterprise segment recovering as new capacities come online [36][40] - Management highlighted the importance of maintaining a strong focus on customer experience and product innovation to drive future growth [72] Other Important Information - PLDT's net debt stood at $270.7 billion, with a net debt to EBITDA ratio of 2.48 times, slightly improved from the previous year [15] - The company retains investment-grade credit ratings, underscoring investor confidence in its financial health [17] - PLDT is committed to generating positive free cash flow by 2026 and reducing leverage to around a 2.0x net debt to EBITDA ratio over the medium term [17] Q&A Session Summary Question: What is the outlook for the enterprise segment regarding Pogo-related revenue pressures? - Management indicated that the impact from Pogo cancellations is expected to continue until at least Q3, but efforts are being made to mitigate revenue loss [38] Question: Can you provide updates on VITRO's capacity take-up and profitability contributions? - A significant hyperscale customer has already signed for 4 megawatts of capacity, with ongoing discussions for further capacity fill [40] Question: What is the profit momentum expected for Maya for the rest of the year? - Management expects steady and gradual margin improvement rather than a sharp increase, as operating leverage continues to strengthen [42] Question: How is the mobile business expected to perform in the second quarter? - Management noted that while the market has softened, they continue to see growth in traffic, which is expected to help monetize demand [44] Question: What is the current water usage rate for VITRO Santa Rosa? - Water usage is currently at normal levels, with expectations for an increase as AI workloads ramp up [47] Question: What is the target loan to deposit ratio for Maya? - There is no specific target, but the company aims to maintain a conservative loan to deposit ratio compared to traditional banks [50] Question: How does the company plan to improve working capital efficiency? - Strategies include asset monetization, consolidation of central offices, and seeking strategic partners in data centers [82]

【机构龙虎榜解读】互联网金融+移动支付+数据中心, AI服务器配合相关数据中心项目建设,聚合互联网+、 据等多种新技术应用打造的金融服务平台,已成为行业标杆 这家公司获净买入 电报解读 2025.05.14 17:41 星期三 一、盘面简述 市场午后在金融股带动下震荡走高，创业板指领涨，沪指重回3400点上方。沪深两市全天成交额1.32万亿，较上个交易日放量2 52亿。盘面上，市场热点较为杂乱,个股跌多涨少,全市场超2800只个股下跌。从板块来看,大金融股午后暴发,中国人保涨 停。 港口、物流股集体大涨、宁波海运等多股涨停。化工股持续活跃、中毅达等涨停。下跌方面，光伏概念股集体调整,东方日 升等跌超5%。板块方面,保险、港口、物流、化工等板块涨幅居前,光伏、贵金属、军工电子、轨交设备等板块跌幅居前, 二、机构动向 今日机构参与度较昨日有所降低,净买卖额超1000万元个股共17只,净买入9只,净卖出8只,其中净买入尤夫股份1.27亿、跨 填通9656万、襄阳轴承7239万,净卖出青岛金王7322万、渝三峡A4347万、天箭科技3596万。 三、焦点公司 志晶信息：互联网金融+移动支付+数据中心，公司主营业务为智 ...

沙特阿拉伯数据中心公司DataVolt与超微电脑这家一度陷入困境的美国AI服务器与高性能计算平台制造商签署了一份多年 期合作协议。周三，超微股价再度大涨，盘中一度涨约20%，收涨15.7%。 周三，超微电脑股价再度大涨，盘中一度涨约20%，延续周二大涨16%的强势表现。以周三盘中高点计算，最近半个月的 时间，超微电脑较近期低点累计大涨超60%。周三美股收盘，超微股价收涨15.7%。 DataVolt在声明中表示，这笔价值200亿美元的交易深化了两家公司之间的战略合作关系，标志着一个重要的里程碑，也标 志着其对人工智能和数据中心解决方案的承诺。 此外，谷歌、甲骨文、Salesforce、AMD、Uber科技和DataVolt将在美国和沙特两国投资800亿美元用于尖端变革技术。 超微电脑近两个交易日股价大涨，除了因为AI概念股整体因市场风险偏好回升而上涨，还因为特朗普访问中东期间，与沙 特达成大规模商业协议。据智通财经，美国总统特朗普于5月13日至16日访问沙特阿拉伯、卡塔尔和阿联酋三国。 英伟达、AMD、超微电脑等公司纷纷收获来自中东土豪的"大礼包"。沙特阿拉伯数据中心公司DataVolt与超微电脑签署了 一份 ...

数据港 20240514 摘要 • 数据港以定制批发为主，零售占比较小，客户订单为十年长租约模式。 2024 年一季度净利润和运营环节均有所增长，同比毛利和净利提升约 5%。廊坊项目预计 2025 年第三季度交付，但当年收入可能不明显。 • 数据港前期主要项目将在 2026 年下半年开始集中重签，最早到期项目为 20 兆瓦。改进升级需求取决于客户，公司提供电力供应系统，服务器由客 户决定。 • 2024 年 IDC 解决方案业务规模缩减是由于廊坊项目外其他项目减少，未 来规模将随客户技术改造需求波动，不具备 IDC 业务的增长逻辑。云销售 业务毛利率降低因前期平台费用摊销，未来不会持续保持高毛利率。 • 数据港资产负债率约 55%，低于行业平均水平。新建项目量不大，负债率 可能维持稳定或略有降低。若有较大新建项目，负债率可能提高至行业水 平。 • 数据港折旧摊销水平较高，因拥有大量数据中心、设备等固定资产，需长 期折旧处理。IDC 设备平均使用年限为 13 至 14 年，但通常按十年折旧， 到期后部分设备仍可继续使用。 Q&A 数据港的近期经营状况及财报表现如何？ 数据港成立于 2019 年，由上海市国资委投 ...

机构估计，到2035年全球将需要362GW（吉瓦）的新增发电装机来满足数据中心的用电需求。 受经济快速发展、新能源汽车市占率提高、数据中心加快建设、制冷需求增长等因素推动，2050年全球用电量预计增加75%。 彭博新能源财经在近日发布的《2025新能源市场长期展望报告》中公布了上述数据，并强调数据中心将成为新增电力需求中最重要的一部分，预计2035年将 占全球总用电量的4.5%，到2050年攀升至8.7%。 彭博新能源财经全球经济性与建模主管David Hostert表示，随着亚洲、中东和非洲经济体持续发展，它们将在全球新增电力中占重要份额。预计到2035年， 这些市场的数据中心用电需求量将增长6-16倍，达到260TWh（太瓦时，1太瓦时=10亿千瓦时）。"这也将促成这些地区电力基础设施投资的最大机 会。"David Hostert说。 海外头部科技公司正将目光转向核能。微软与美国联合能源公司（Constellation Energy）签署为期20年的购电协议，协助州三里岛核电厂一个机组恢复运 行，预计2028年上线；Google宣布与核能公司Kairos Power达成合作，购买七座小型模块化核反应炉（S ...

2.2024年公司是否有分红计划？ 答：尊敬的投资者您好，2024年度内，公司实施了2024年半年 度权益分派方案，以公司总股本136,400,000股为基数，向全体股东 每10股派发现金红利2.00元（含税），共计派发现金红利 27,280,000.00元，不送红股，不进行资本公积金转增股本。公司董 事会拟定2024年度利润分配预案为：公司拟以截至目前公司总股本 136,400,000股为基数，向全体股东每10股派发现金红利3.00元（含 税），共计派发现金红利40,920,000.00元，不送红股，不进行资本 公积金转增股本。感谢您对公司的关注。 证券代码：301202 证券简称：朗威股 份 苏州朗威电子机械股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度网上业绩说明会的投资者 | | 时间 | 2025年 ...

Group 1 - The core objective of the "China-Brazil Business Seminar" is to implement the important consensus reached by the leaders of both countries and deepen practical cooperation across various fields [1] - In 2024, the bilateral trade volume between China and Brazil is projected to reach $188.17 billion, reflecting a year-on-year growth of 3.56% [1] - Brazil's unique advantages in clean energy and biofuels are highlighted, with an emphasis on deepening cooperation with China in the renewable energy sector, where Brazil's renewable energy generation has surpassed 90% [1] Group 2 - Infrastructure construction is identified as a key area for cooperation, with Brazil expressing interest in learning from China's advanced experience in railway construction, particularly in high-speed rail and hydrogen-powered train technology [2] - Brazil aims to strengthen collaboration with China in research and education, supporting exchanges between universities and research institutions to cultivate a new generation of engineering and technical talent [2]