消息面上，据中集集团消息，在全球AI算力基础设施需求激增的背景下，中集集团旗下中集数能凭借 其全链条一体化能力，正通过预制模块化数据中心方案，引领行业快速部署新范式，助力破解算力供给 瓶颈。 中集集团（000039）(02039)涨超8%再创新高，截至发稿，涨7.63%，报12.41港元，成交额9366.36万港 元。 公开资料显示，中集自2013年起深耕模块化数据中心。2024年，中集数能成功交付全球首个超大型模块 化数据中心。中集数能依托集团强大的装备制造与全球交付能力，已在全球累计交付规模超1000兆瓦、 模块超17000个。同时，公司正为超过300MW的AI、云计算的客户提供预制化数据中心的技术与制造交 付服务。 ...

Core Viewpoint - Runze Technology (300442) has been actively integrating computing power infrastructure and capital operations since 2026, with key actions including issuing convertible bonds to acquire a 42.56% stake in Guangdong Runhui for full ownership, launching a REIT expansion for the Southern Runze Data Center, and hiring technical executives to enhance R&D capabilities, forming a strategic combination of "asset integration + financing innovation + technology upgrade" [1] Group 1 - The company plans to issue convertible bonds to acquire a 42.56% stake in Guangdong Runhui, aiming for 100% ownership, with the core asset being the Runze (Foshan) International Information Port project located in the Guangdong-Hong Kong-Macao Greater Bay Area, which has a first phase of 12,000 racks and a second phase investment exceeding 10 billion yuan for a large-scale intelligent computing center [2] - The company has initiated the expansion of the Southern Runze Data Center REIT, which is the first public REIT expansion for IDC in China, planning to inject assets from Langfang International Information Cloud Aggregation Port A-7 and A-8 data centers, both of which have over 5,800 and 5,900 racks respectively, with nearly 90% occupancy rates and total power exceeding 39MW each [2] Group 2 - For the year 2025, the company forecasts a net profit attributable to shareholders to increase by 179.28% to 196.03%, primarily due to the successful issuance of the Southern Runze Technology Data Center REIT in August 2025, which will bring significant non-recurring gains, while the net profit excluding non-recurring items is expected to grow by 5.71% to 11.33%, reflecting steady growth in core business driven by surging demand for AI computing power [3] - The company delivered approximately 220MW of new computing power centers during the reporting period, with a single 100MW intelligent computing center successfully delivered, and accelerated large-scale application of liquid cooling technology to enhance computing power supply capacity [3] Group 3 - As of December 31, 2025, the company has repurchased a total of 11,276,886 shares, accounting for 0.69% of the total share capital, with a total expenditure of approximately 558.35 million yuan, and the repurchase price ranged from 45.52 yuan to 59.28 yuan per share [4]

2025年基金四季报披露完毕后，机构持仓板块逐渐清晰，中集集团这一在外界看来是传统制造业领域的 玩家，成为了科技主题基金新增的重仓标的，引发市场关注。 以广发中小盘精选混合基金为例，该基金由知名基金经理陈韫中管理，其在增持中际旭创、寒武纪等 AI算力牛股的同时，将中集集团A+H股纳入了核心持仓，总净值占比5.78%。 | 股票名称 | 股票代码 | 净值占比 | 较上季度 | | --- | --- | --- | --- | | 中际旭创 | 300308 | 7.43% | 12.98% | | 中集集团 | 000039 | 4.13% | 新增 | | 中集集团 | 02039 | 1.65% | 新增 | | 迈为股份 | 300751 | 5.10% | 新增 | | 长川科技 | 300604 | 5.03% | 新增 | | 广东宏大 | 002683 | 4.85% | J 0.24% | | 兆易创新 | 603986 | 4.69% | 新增 | | 中微公司 | 688012 | 4.64% | 新增 | | 北方华创 | 002371 | 4.64% | 新增 | | 阿里巴巴-W ...

2025年基金四季报披露完毕后，机构持仓板块逐渐清晰，中集集团这一在外界看来是传统制造业领域的 玩家，成为了科技主题基金新增的重仓标的，引发市场关注。 以广发中小盘精选混合基金为例，该基金由知名基金经理陈韫中管理，其在增持中际旭创、寒武纪等 AI算力牛股的同时，将中集集团A+H股纳入了核心持仓，总净值占比5.78%。 | 股票名称 | 股票代码 | 净值占比 | 较上季度 | | --- | --- | --- | --- | | 中际旭创 | 300308 | 7.43% | ↑ 2.98% | | 中集集团 | 000039 | 4.13% | 新增 | | 中集集团 | 02039 | 1.65% | 新增 | | 迈为股份 | 300751 | 5.10% | 新增 | | 长川科技 | 300604 | 5.03% | 新增 | | 广东宏大 | 002683 | 4.85% | J 0.24% | | 兆易创新 | 603986 | 4.69% | 新增 | | 中微公司 | 688012 | 4.64% | 新增 | | 北方华创 | 002371 | 4.64% | 新增 | | 阿里巴巴-W ...

消息面上，新意网集团发布截至2025年12月31日止六个月业绩，受惠于新数据中心的贡献及已落成数据 中心的稳健内部增长，来自数据中心及资讯科技设施的经常性收入上升7%至13.77亿港元。总收入同比 上升3%至15.08亿港元。EBITDA同比上升4%至10.96亿港元，利润率由72%扩大至73%。公司股东应占 溢利上升10%至5.31亿港元。现金生成能力保持强劲，经营业务所得现金净额(不包括营运资金变动)较 过往期间增加5%至10.26亿港元。 智通财经APP获悉，新意网集团(01686)盘中拉升逾6%，此前曾跌超5%。截至发稿，涨6.18%，报6.7港 元，成交额1.53亿港元。 ...

Group 1: Industry Overview - The U.S. government plans to convene leading data center and AI companies, including Microsoft and Anthropic, on March 4 to sign an agreement aimed at protecting consumers from rising electricity costs. This indicates a proactive approach to address electricity supply issues for rapidly expanding data centers and AI infrastructure [3] - The current method to quickly resolve electricity issues in the U.S. is primarily through gas turbine power generation and increasing energy storage facilities. The supply capacity of related facilities in the U.S. is already saturated, leading to a positive outlook for domestic power and energy storage equipment demand [3] Group 2: Mining and Resource Sector - Zimbabwe's Ministry of Mines announced an immediate suspension of all raw mineral and lithium concentrate exports, allowing only companies with valid mining rights and approved processing plants to export. This ban is expected to positively impact lithium prices in the short term due to the current slight supply-demand balance in the global lithium market [4] - The trend of mining-producing countries seeking greater benefits is evident, as seen with recent regulations in Congo and Indonesia. This trend, combined with issues surrounding the credibility of the U.S. dollar, supports a long-term bullish outlook on resource prices [4] Group 3: Consumer Sector - During the 2026 Spring Festival, overall consumer spending continued the recovery trend observed since the New Year, with key retail and catering enterprises reporting a daily average sales growth of 8.6% year-on-year in the first four days of the holiday, significantly higher than the same period in 2025 [6] - Travel activity showed strong performance, with inter-regional movement increasing by approximately 11%. All modes of transportation, including rail, road, water, and air, experienced double-digit growth in passenger numbers, indicating high demand for long-distance travel [6] - The tourism sector benefited from increased foot traffic and supply-side optimization, with core scenic spots reporting revenue growth of 30% to 80% year-on-year, and some attractions reaching historical highs in visitor numbers [6] - The restaurant sector also showed improvement, with reduced price competition and leading brands achieving record turnover rates, indicating a steady recovery in customer spending [6]

美国人工智能数据中心建设正因为现实因素而陷入停滞。房地产咨询公司世邦魏理仕（CBRE）周三发 布的最新报告指出，美国在建数据中心容量从2024年末的6.35吉瓦降至2025年末的5.99吉瓦。 近年来，美国社会关于数据中心的矛盾越发尖锐，在社区压力下，已经有多个州出台了限制政策。如纽 约州议员针对20兆瓦以上的数据中心提出为期三年的暂停令，并要求其承担相关成本，尤其是电力方 面。 佐治亚州和弗吉尼亚州同样也出台了相关法令，并阻碍了数据中心的新建项目。数据显示，仅在2025年 第二季度，因为社区反对就导致8个在美的数据中心项目流产，9个项目延期，涉及投资达980亿美元。 与此同时，美国老化的电网也不堪重负。弗吉尼亚州北部的电力供应商Dominion Energy表示，连结大 型数据中心到电网的时间将增加1至3年，某些情况下甚至需要等待7年。 另一个案例是硅谷腹地的Digital Realty和Stack Infrastructure两个项目，其毗邻英伟达总部，但因为电网 问题正处于空置状态。这两个园区加起来拥有近100兆瓦的容量，有报道预测这两个数据中心将闲置数 年。 尽管科技巨头对数据中心的投资热情尚未减退， ...

2月26日，数据港涨5.44%，截至发稿，报40.50元/股，成交19.96亿元，换手率7.02%，总市值290.94亿 元。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金位居数据港十大流通股东。广发中证1000ETF（560010）三季度减持 7.06万股，持有股数181.82万股，占流通股的比例为0.25%。根据测算，今日浮盈赚取约380.01万元。 截至发稿，罗国庆累计任职时间10年140天，现任基金资产总规模1166.78亿元，任职期间最佳基金回报 103.92%， 任职期间最差基金回报-48.08%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从数据港十大流通股东角度 广发中证1000ETF（560010）成立日期2022年7月28日，最新规模358.72亿。今年以来收益10.81%，同 类排名1335/5572；近一年收益32.22%，同类排名1890/4311；成立以来收益22.17%。 广发中证1000E ...

消息面上，据报道，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3月4日齐聚白 宫，正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"。根据该承诺，上述公司将为新建 AI数据中心自行建设、引入或采购电力供应，不再依赖现有公共电网，从而避免将能源成本转嫁给普 通美国家庭。 智通财经APP获悉，重庆机电(02722)涨超7%，高见3.27港元，再创历史新高。截至发稿，涨6.56%，报 3.25港元，成交额2599.46万港元。 兴业证券此前发布研报称，重庆日立能源是日立全球750KV以上特高压变压器主要生产基地之一，受益 于海外高压电网建设；重庆康明斯为康明斯中国唯一的大缸径发动机企业，由于行业供应紧张，公司也 在积极扩充产能，数据中心和其他领域用大马力发动机预期未来几年还将持续增长。 ...

Market Performance - The Hang Seng Index closed at 26,765.72, up 175 points or 0.66%[2] - The Shanghai Composite Index rose to 4,147.23, an increase of 0.72%[2] - The Shenzhen Component Index increased by 1.29%, closing at 14,475.87[2] Economic Indicators - Hong Kong's inflation rate slowed to 1.1% in January, down from 1.4% in December[6] - The basic inflation rate, excluding one-off government relief measures, was 1%[6] - The year-on-year price increases for various categories included electricity, gas, and water at 3%[6] Corporate Earnings - Hong Kong's San Miguel Brewery reported a profit of HKD 76.12 million for the year, compared to a loss of HKD 20.10 million the previous year[11] - New World Development's rental income from office spaces is expected to decline at a slower rate, with occupancy rates stabilizing at 81.6%[12] - Neway Data's net profit for the six months ending December rose by 9.72% to HKD 531 million[13] Government Fiscal Policy - The government plans to increase tax allowances for dependents, estimating a reduction in tax revenue by HKD 5 billion this fiscal year[7] - The Financial Secretary proposed transferring HKD 150 billion from the Exchange Fund to support infrastructure projects[8] - The Exchange Fund recorded an investment income of over HKD 330 billion in 2025, with total reserves exceeding HKD 780 billion[8] Industry Developments - Steel mills in northern China are required to reduce production by at least 30% to improve air quality during the upcoming National People's Congress[9]