在河北省涿州市，一项引领数字经济的重大工程——涿州阿里总承包一期项目，近日成功完成了竣工验收，标志着该项目即将正式投入使用。该项目将搭 载云计算、大数据分析、云存储等一系列前沿的数字技术服务，为京津冀地区的数字经济发展注入强大的推动力。 该项目位于涿州市刁窝镇，总建筑面积达25万平方米，是全国性的先进智算中心示范项目。自中标以来，项目团队迅速进驻现场，以高度的责任感和使命 感，全力推进工程建设。该项目还承办了2023年保定市第三批重点项目集中开工仪式，彰显了其在区域经济发展中的重要地位。 在工程建设过程中，项目团队通过精心组织和科学管理，不仅提前11天完成了主体结构的里程碑节点，还在湖南省QC小组成果评选中荣获二等奖。在业 主开展的第三方飞检中，该项目多次取得了全国阿里项目排名第一的优异成绩。 除了工程建设方面的卓越表现，该项目还注重提升农民工的精神素养。项目团队持续开展"点亮一盏灯"系列志愿服务活动，成立了"信和夜校·职工书 屋"，为工友们搭建起了一个学习和交流的平台。这些举措不仅丰富了工友的业余精神文化生活，还受到了《人民日报》客户端的报道。 据悉，该项目所属的安装公司已参与建设了32座数据中心，覆盖京津 ...

Core Insights - The signing of the contract for the Henan Airport Intelligent Computing Center marks a significant achievement for the company in the digital technology and AI infrastructure sector [1][3] - The project has a total construction price of 860 million yuan and an operational revenue of 1.03 billion yuan, indicating strong financial prospects for the company [1][2] Group 1: Project Details - The project involves the construction, maintenance, and operation of a comprehensive procurement project, with a requirement to complete hardware and software installation within 150 calendar days [1][2] - The project will utilize 170 server cabinets, including 128 liquid-cooled cabinets, and will build 256 domestic intelligent computing clusters with a computing capability of no less than 650P FLOPS [2][3] - The project is part of a series of data center initiatives, following previous projects in Suzhou, the Yangtze River Delta, and Taicang [2] Group 2: Strategic Implications - This contract signifies a substantial advancement in the company's data center infrastructure capabilities, enhancing its digital and AI technology applications in the construction sector [3] - The project is expected to pave the way for the company to expand into urban-level intelligent operation markets and deepen its AI infrastructure business model [3] - The ongoing investment in new infrastructure and the company's existing technical reserves are anticipated to accelerate project delivery and create stable growth momentum in the future [3]

Group 1 - The global copper market is facing turmoil due to former President Trump's proposed 50% tariffs on imported copper and semi-finished products, which has triggered a significant price surge and market chaos [1][6][12] - The immediate reaction includes protests outside the White House and anxiety among major manufacturing companies in key cities like New York, Los Angeles, and Chicago, indicating widespread concern over the potential impact on the manufacturing sector [2][4][6] - The U.S. domestic copper production accounts for only 5% of global supply, necessitating over $20 billion in annual imports, which suggests that high tariffs could severely damage the U.S. manufacturing industry [7][9] Group 2 - The rising copper prices are causing panic among various sectors, including electrical, automotive, and military industries, leading to increased costs and potential project delays [6][9][11] - Chinese copper exporters are considering strategies such as relocating production to Mexico or raising prices, reflecting the global supply chain's response to the U.S. tariffs [10][11] - The increase in copper prices is expected to affect consumer costs significantly, with potential price hikes in electricity, internet services, and consumer goods, creating uncertainty in public sentiment and spending [11][15][17] Group 3 - The market is experiencing volatility, with companies hoarding supplies and speculators taking advantage of the situation, indicating a state of uncertainty across the industry [12][13] - Experts warn that Trump's protectionist policies may backfire, harming domestic industries rather than protecting them, as global supply chains are increasingly interconnected [12][13] - If the tariffs are implemented, the U.S. manufacturing sector may undergo significant adjustments, and China's copper exports could find new pathways, leading to further unpredictability in global copper prices [13][19]

Core Viewpoint - The company has signed a further agreement regarding the "Longteng Liangshan AI Data Center Project (Phase I)" with its joint venture partners, which outlines the project work arrangements and preliminary price distribution without altering the original project contract [2][4][15]. Group 1: Project Overview - Project Name: Longteng Liangshan AI Data Center Project (Phase I) [5] - Project Location: Xinglong Town, Yanyuan County [5] - Contract Price (including tax): Approximately RMB 595.41 million, with design fees of RMB 6.09 million and engineering fees of RMB 589.32 million [2][5]. Group 2: Timeline - Planned Start Date: April 28, 2025 [3] - Planned Completion Date: January 22, 2026 [3] - Total Duration: 270 calendar days [3]. Group 3: Joint Venture Agreement - The joint venture consists of three parties: China State Construction Engineering Corporation Third Bureau, Xiangjiang System Engineering Co., Ltd., and Huaxin Consulting Design Research Institute [5][6]. - Responsibilities are divided among the parties, with the leading party managing overall project coordination and the other parties focusing on specific tasks such as equipment supply and design [6][9][10]. Group 4: Financial Arrangements - The agreement includes provisions for cost sharing and payment responsibilities among the joint venture partners based on their respective contract amounts [13][14]. - Each party is responsible for their own incurred costs and any penalties arising from breaches of contract [14][15]. Group 5: Impact on Company - The project progress is expected to positively influence the company's future revenue, with specific impacts to be determined based on actual audit results [15].

Core Viewpoint - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. announced that its wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., has formed a joint venture with China Mobile Communication Group Design Institute Co., Ltd. to bid for the EPC general contracting project for the power system construction of the data center in Ningbo, Zhejiang Province [1][3]. Group 1: Project Details - The project is titled "EPC General Contracting Procurement Project for the Power System Construction of China Mobile Zhejiang Company's 2025 Yangtze River Delta (Ningbo) Data Center" [1]. - The joint venture consists of China Mobile Communication Group Design Institute Co., Ltd. as the leading entity and Xiangjiang System Engineering Co., Ltd. as a member [1]. - The responsibilities are divided, with the leading entity handling design and overall coordination, while the member is responsible for procurement, construction, debugging, testing, and third-party verification [1]. Group 2: Company and Bidder Information - The legal representative of China Mobile Zhejiang Company is Yang Jianyu, with a registered capital of 2.11779 billion yuan [2]. - The company operates in various sectors, including telecommunications, internet sales, and technology services, among others [2]. Group 3: Impact on the Company - If the bid is confirmed, the project is expected to positively impact the company's revenue in the current and future years [3]. - The project is part of the company's regular business operations and will not adversely affect its business independence [3].

Core Viewpoint - Shanghai Chengdi Xiangjiang Data Technology Co., Ltd. has signed an EPC general contracting agreement for the "China Mobile (Ningxia Zhongwei) Data Center B Area B01, B02 Building Project" with a total contract value of approximately RMB 1.631 billion, which is expected to positively impact the company's future revenue [1][8]. Group 1: Project Details - The project involves a joint venture with China State Construction Engineering Corporation, Huaxin Consulting Design Research Institute, and Xiangjiang System Engineering Co., Ltd. [1][8]. - The total contract amount is RMB 1,631,863,708, which includes design fees of RMB 6,480,000, construction and installation costs of RMB 338,763,708, electromechanical construction costs of RMB 385,986,000, and electromechanical equipment procurement costs of RMB 900,634,000 [1][8]. Group 2: Timeline and Responsibilities - The planned start date for work is April 30, 2025, with on-site construction beginning on May 15, 2025, and a total construction period of 92 calendar days [2][8]. - The contract outlines specific conditions under which the client (China Mobile) may be in breach, including delays in payment and failure to provide necessary instructions [2][3]. Group 3: Impact on Company - The signing of the contract is expected to have a positive impact on the company's future revenue, with specific revenue effects to be determined by actual audit results [8][9]. - The project is classified as a routine business activity and will not adversely affect the company's operational independence [8][9].

Group 1 - The company announced that its wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., has signed an EPC general contracting agreement for the "China Mobile (Ningxia Zhongwei) Data Center B Area B01 and B02 Building Project" with China Mobile Communications Group Co., Ltd. Ningxia Branch, with a contract value of 1.632 billion yuan [1] - The signing of this contract is expected to have a positive impact on the company's future revenue, with the specific impact to be determined based on actual audit results [1]

Core Viewpoint - The company announced that its wholly-owned subsidiary has been shortlisted for the EPC general contracting project of China Mobile's data center in Ningxia, which is expected to positively impact the company's revenue in the current and future years [6][8]. Group 1: Project Details - Project Name: China Mobile (Ningxia Zhongwei) Data Center B Zone B01, B02 Room EPC General Contracting Project [1] - Bidder: China Mobile Communications Group Co., Ltd. Ningxia Branch [4] - Bid Price: ¥1,631,863,708 (approximately 1.63 billion yuan) [3] - Construction Period: 92 days [3] - Joint Venture Members: China State Construction Engineering Corporation, Huaxin Consulting Design Institute, and Xiangjiang System Engineering Co., Ltd. [2][3] Group 2: Company Impact - The company's wholly-owned subsidiary is part of the bidding consortium, and if the bid is confirmed, it is expected to bring positive revenue impacts for the company [6]. - The project is part of the company's daily operations and will not adversely affect its business independence [7].

Core Viewpoint - The company Chengdi Xiangjiang announced that its wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., has won the bid for the EPC general contracting project of China Mobile's data center in Ningxia Zhongwei, with a bid amount of 1.632 billion yuan and a construction period of 92 days [1]. Group 1 - The consortium formed by Xiangjiang System Engineering, China State Construction Engineering Corporation Third Bureau Group, and Huaxin Consulting Design Research Institute has been awarded the project [1]. - The project involves the construction of two data center buildings (B01 and B02) [1]. - The project is currently in the public announcement period, and if confirmed, it is expected to have a positive impact on the company's revenue [1].

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：2025-026 上海城地香江数据科技股份有限公司 关于全资子公司项目中标候选公示的提示性公告 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。 2025年3月31日，中国移动采购与招标网（https://b2b.10086.cn/）发布了《中国移动安徽公司2025年至 2028年芜湖数据中心机电工程EPC0项目框架采购项目_中标候选人公示》，确定中国移动通信集团设计 院有限公司、华为技术服务有限公司和公司全资子公司香江系统工程有限公司结成的联合体中标《中国 移动安徽公司2025年至2028年芜湖数据中心机电工程EPC0项目框架采购项目-标包1》，相关信息如 下： 一、中标的基本情况 1、项目名称：中国移动安徽公司2025年至2028年芜湖数据中心机电工程EPC0项目框架采购项目-标包1 2、招标人：中国移动通信集团安徽有限公司、中国移动通信集团有限公司安徽分公司 联合体成员二：香江系统工程有限公司 5、投标报价（含税，元）： ...