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协创数据累计拟322亿买服务器 算力服务贡献超40%营收成新引擎
Chang Jiang Shang Bao· 2026-02-23 23:47
长江商报消息●长江商报记者 沈右荣 买服务器,协创数据(300857.SZ)再出重磅。 春节前夕,协创数据发布公告称,根据经营发展需要,公司拟向多家供应商采购服务器,采购总金额预 计不超过110亿元。购买服务器主要用于为客户提供云算力服务。 2025年12月,协创数据曾公告,公司拟不超90亿元采购服务器。 长江商报记者梳理统计发现,2025年3月以来的不到一年时间,协创数据已经六次官宣拟采购服务器, 合计金额为322亿元。 作为领先的数据存储与智能终端解决方案提供商,协创数据在算力布局方面持续深化,且取得了不错的 经营业绩。 根据业绩预告,2025年,协创数据预计实现的归母净利润、扣非净利润区间均为10亿元至12.5亿元。如 果选择预计数的中位数,则较2023年的归母净利润、扣非净利润增长3倍左右。 公司积极布局的算力业务,已经贡献了公司40%的营业收入,成为新的增长引擎。 豪掷110亿加码算力 购买服务器,协创数据不断祭出大手笔。 2月12日晚,协创数据发布公告,公司及/或子公司根据经营发展需要,拟向多家供应商采购服务器,并 签署相关采购合同,采购合同总金额预计不超过110亿元。 豪掷超百亿元采购服务器,这 ...
协创数据年内212亿买服务器加码算力 进军光芯片及光模块打造新增长点
Chang Jiang Shang Bao· 2025-12-18 01:25
Core Viewpoint - The company, Xiechuang Data, is making significant investments in server procurement, totaling up to 90 billion yuan, to enhance its cloud computing services and expand its market presence [1][3][7]. Group 1: Server Procurement - Xiechuang Data announced plans to purchase servers worth up to 90 billion yuan, which is over 50% of its latest audited net assets and total assets [3][4]. - This marks the fifth time since early 2025 that the company has announced server purchases, with a cumulative investment of up to 212 billion yuan [1][7]. - The primary purpose of this procurement is to provide cloud computing services to clients, and the transaction does not constitute a major asset restructuring or related party transaction [3][4]. Group 2: Financial Performance - Since 2017, Xiechuang Data has consistently achieved revenue and net profit growth, with significant increases in 2023 and 2024 [1][10]. - For the first three quarters of 2025, the company reported revenues of 8.331 billion yuan and a net profit of 698 million yuan, both showing over 20% year-on-year growth [1][10]. Group 3: New Strategic Partnerships - Xiechuang Data has entered into a strategic cooperation framework agreement with Guangwei Technology and Guangjia Technology to venture into the optical chip and module sector [9][10]. - This collaboration aims to leverage the strengths of all parties involved to quickly enter the optical chip and module market, which is expected to see significant growth due to rising AI computing demands [9][10]. Group 4: Market Trends - The demand for optical modules is expected to expand significantly due to the rapid growth of AI computing needs, with projections indicating a substantial market increase by 2026-2027 [10]. - The company aims to capitalize on this trend by enhancing its capabilities in the optical module market, supported by its existing infrastructure in the computing sector [10].