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协创数据:公司算力资源还为公司的具身机器人Omnibot平台以及AIGC等AI应用提供算力支撑
Mei Ri Jing Ji Xin Wen· 2026-02-27 13:39
协创数据(300857.SZ)2月27日在投资者互动平台表示,您好,目前,公司算力资源目前除为客户提供 云算力服务外,还为公司的具身机器人Omnibot平台以及AIGC等AI应用提供算力支撑。公司关注AI算 力和AI应用业务发展并投入研发和产品布局,确保公司业务稳健发展。感谢您的关注,谢谢。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵公司具备强大的算力资源,为啥只赚租赁的钱,而 不是自己也开发一个通用大模型呢?这样的话岂不是附加值更高。 ...
最高110亿采购服务器,协创数据加码算力
Huan Qiu Lao Hu Cai Jing· 2026-02-13 03:08
Core Viewpoint - The company, Xiechuang Data, announced a plan to purchase servers worth up to 11 billion RMB to enhance its cloud computing services, marking a significant investment in its core business development [1] Group 1: Procurement Announcement - On February 12, Xiechuang Data announced plans to procure servers from multiple suppliers, with a total expected expenditure not exceeding 11 billion RMB [1] - The servers will primarily be used to provide cloud computing services, which is a normal operational requirement for the company [1] - This procurement is expected to significantly support the company's main business development and enhance its market expansion and computing service system [1] Group 2: Historical Investment in Computing Power - This 11 billion RMB procurement is not the first major investment in computing power by Xiechuang Data; since 2025, the company has announced five previous purchases of computing power servers, totaling 21.2 billion RMB [1] - Including the current procurement plan, the total announced investment in server purchases has reached 32.2 billion RMB [1] Group 3: Company Overview and Business Growth - Xiechuang Data was established in November 2005 and went public on the Shenzhen Stock Exchange's Growth Enterprise Market in July 2020 [1] - The company specializes in developing advanced hardware and software solutions, offering integrated products and services across various fields, including IoT smart terminals, data storage devices, smart storage, intelligent IoT, cloud services, and computing servers [1] - The company has experienced continuous growth in performance due to steady progress in its storage business, accelerated growth in server and intelligent business, and cost reductions driven by supply chain optimization [1] Group 4: Financial Performance - In 2022, the company achieved total revenue of 3.148 billion RMB and a net profit attributable to shareholders of 131 million RMB [2] - In 2023, revenue reached 4.658 billion RMB, a year-on-year increase of 47.95%, with a net profit of 287 million RMB, reflecting a year-on-year growth of 119.46% [2] - For 2024, the company expects continued rapid growth, projecting revenue of 7.410 billion RMB, a year-on-year increase of 59.08%, and a net profit of 692 million RMB, a year-on-year increase of 140.80% [2] - The 2025 earnings forecast indicates a net profit attributable to shareholders of 1.05 billion to 1.25 billion RMB, representing a year-on-year growth of 51.78% to 80.69%, although the growth rate is expected to slow compared to the previous two years [2]
协创数据拟花110亿元采购服务器!董事长:算力的投资规模将超越房地产巅峰时期
Mei Ri Jing Ji Xin Wen· 2026-02-12 21:43
公司于2月12日召开第四届董事会第十一次会议,以全票同意审议通过了《关于公司购买资产的议 案》,本次交易金额占公司最近一期经审计净资产的50%以上,亦达到了公司最近一期经审计总资产的 50%以上,本议案尚需提交公司股东会审议,该项交易目前不存在其他需要履行的审批程序,亦不存在 重大法律障碍。 2月12日晚,协创数据(300857.SZ)公告称,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人民币110亿元。公司及/或子公司购买服 务器主要用于为客户提供云算力服务。 耿康铭将当下算力产业发展比作"房地产的90年代",认为未来五到十年,算力领域的投资规模将超越房 地产巅峰时期,而协创数据此刻所做的,不过是行业爆发前夜的准备。 1月28日,协创数据公告称,预计2025年归属于上市公司股东的净利润为10.50亿元~2.50亿元,比上年 同期增长51.78%~80.69%。报告期内,多个算力集群项目按计划完成交付及验收,算力相关收入实现 高速增长。 盘面上,截至12日收盘,协创数据股价大涨15.72%,最新报247.99元,市值858.34亿元。 据公告和公开 ...
300857,110亿元加码算力服务
Shang Hai Zheng Quan Bao· 2026-02-12 15:28
2月12日晚,协创数据(300857)公告称,公司及/或子公司根据经营发展需要,拟向多家供应商(合并简 称"X")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110亿元人民币。公司及/或子公司 购买服务器主要用于为客户提供云算力服务。 证券代码:300857 证券简称:协创数据 公告编号:2026-016 协创数据技术股份有限公司 关于公司购买资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏。 特别提示: 本次购买资产的额度系预估金额,实际交易情况可能存在差异, 具体交易金额以最终签署的协议为准,存在一定的不确定性,敬请投 资者注意投资风险。 一、交易概述 协创数据技术股份有限公司(以下简称"公司")及/或子公司根 据经营发展需要,拟向多家供应商(以下合并简称"X")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人民币 110.00 亿 元。 公司及/或子公司购买服务器主要用于为客户提供云算力服务, 根据《上市公司重大资产重组管理办法》《深圳证券交易所创业板股 票上市规则》等规定,本次交易不构成重大资产重组,亦不构成关联 交易。 ...
800亿元市值A股公司宣布:花110亿元采购服务器!公司股价今日大涨15%,董事长:算力的投资规模将超越房地产巅峰时期
Mei Ri Jing Ji Xin Wen· 2026-02-12 15:13
每经编辑|何小桃 黄胜 2月12日晚,协创数据(300857.SZ)公告称,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 预计不超过人民币110亿元。公司及/或子公司购买服务器主要用于为客户提供云算力服务。 公司于2月12日召开第四届董事会第十一次会议,以全票同意审议通过了《关于公司购买资产的议案》,本次交易金额占公司最近一期经审计净资产的 50%以上,亦达到了公司最近一期经审计总资产的50%以上,本议案尚需提交公司股东会审议,该项交易目前不存在其他需要履行的审批程序,亦不存在 重大法律障碍。 据21世纪经济报道,面对外界对"激进"决策的不解,协创数据董事长耿康铭表示,"这笔投入其实非常保守,客户的需求远远大于我们的投入。" 耿康铭将当下算力产业发展比作"房地产的90年代",认为未来五到十年,算力领域的投资规模将超越房地产巅峰时期,而协创数据此刻所做的,不过是行 业爆发前夜的准备。 1月28日,协创数据公告称,预计2025年归属于上市公司股东的净利润为10.50亿元~2.50亿元,比上年同期增长51.78%~80.69%。报告期内,多个算力集 群项目按计划完成 ...
300857,拟不超110亿元采购服务器
证券时报· 2026-02-12 15:03
Core Viewpoint - The company, Xiechuang Data, announced a significant procurement of servers totaling up to RMB 11 billion to enhance its cloud computing services, which is expected to support its business growth and market expansion [2][4]. Group 1: Procurement Announcement - Xiechuang Data plans to purchase servers from multiple suppliers, with a total contract amount not exceeding RMB 11 billion [2]. - The servers will primarily be used to provide cloud computing services to clients [4]. - The procurement contract represents over 50% of the company's most recent audited net assets and total assets [4]. Group 2: Financial Performance - The company projects a net profit of RMB 1.05 billion to RMB 1.25 billion for 2025, reflecting a year-on-year growth of 51.78% to 80.69% [5][6]. - The focus on intelligent computing, data storage, server remanufacturing, and AIoT smart terminals has driven rapid revenue growth [5]. - The company has reported significant growth in revenue from computing-related services, with multiple projects completed on schedule [6]. Group 3: Market Performance - Since November 2023, Xiechuang Data's stock price has surged approximately 800% [7].
协创数据拟不超110亿元采购服务器提供云算力服务
Mei Ri Jing Ji Xin Wen· 2026-02-12 13:29
本次购买资产的额度系预估金额,实际交易情况可能存在差异, 具体交易金额以最终签署的协议为准,存在一定的不确定性,敬请投 资者注意投资风险。 【协创数据:拟不超110亿元采购服务器 用于为客户提供云算力服务】#协创数据拟不超110亿元买服务 器# 2月12日,协创数据(300857.SZ)公告称,公司及/或子公司根据经营发展需要,拟向多家供应商(合 并简称"X") 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人民币110亿元。公司及/ 或子公司购买服务器主要用于为客户提供云算力服务。公司于2月12日召开第四届董事会第十一次会 议,以全票同意审议通过了《关于公司购买资产的议案》,本次交易金额占公司最近一期经审计净资产 的50%以上,亦达到了公司最近一期经审计总资产的50%以上,本议案尚需提交公司股东会审议,该项 交易目前不存在其他需要履行的审批程序,亦不存在重大法律障碍。 (每经,德塔) 证券代码:300857 证券简称:协创数据 公告编号:2026-016 协创数据技术股份有限公司 关于公司购买资产的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整, 没有虚假记载、误导性陈述或重大遗漏 ...
协创数据(300857.SZ)拟不超110亿元采购服务器 用于为客户提供云算力服务
智通财经网· 2026-02-12 12:00
智通财经APP讯, 协创数据(300857.SZ)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(以下合并简称"X")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人民币110亿元。 公司及/或子公司购买服务器主要用于为客户提供云算力服务。 本次采购服务器系公司经营发展需要,本次交易完成后,将促进公司主营业务的大力发展,为公司持续 发展提供了必要的要素支撑,对公司开拓市场有着重大的促进作用。 ...
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].
90亿!协创数据再启大规模服务器采购,云算力服务加速布局
Sou Hu Cai Jing· 2025-12-17 05:11
Group 1 - The company plans to conduct a large-scale server procurement, with a total expected amount not exceeding 9 billion RMB [1] - The main purpose of this procurement is to enhance the company's cloud computing service capabilities to better support its clients [1] - The procurement has been approved by the company's board meeting held on December 15 [3] Group 2 - The company has chosen not to disclose specific information about the trading partners to protect commercial secrets and long-term strategic development [3] - This decision aims to avoid risks of breach of contract or unfair competition, thereby safeguarding the interests of the company and its investors [3] - The company has previously announced multiple server procurement plans throughout the year, with a cumulative contract amount limit reaching 12.2 billion RMB [3]