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].

除本次公告外，协创数据其他公开信息显示，今年3月、5月、8月及10月，公司已多次披露服务器采购计划，累计涉及的合同金额上限达122亿元。 （市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。） 来源：市场资讯 对于为何未公布交易对手的具体信息，协创数据在公告中说明，此举是考虑到商业秘密保护和长期战略发展，避免因信息披露而引发违约风险或不当竞争， 以维护公司及投资者利益。该采购事项已通过公司于12月15日召开的董事会会议审议。 协创数据于12月16日晚间发布公告，计划进行一项大规模的服务器采购。根据公告内容，公司将委托多家供应商，以预计不超过90亿元人民币的总金额，购 入服务器设备。公告中明确，此次采购的主要目的在于增强其云算力服务能力，以便为客户提供相应支持。 ...

新京报贝壳财经讯12月16日，协创数据（300857）发布公告称，公司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90亿元，公司购买服务器主要用于为客户提供云算力服 务。此次交易不构成重大资产重组，亦不构成关联交易。公司已通过第四届董事会第九次会议审议通过 该议案，尚需提交股东会审议。交易对手方信息因商业秘密及战略发展考虑不予披露。 ...

加码布局算力！ 12月16日晚间，算力概念大牛股协创数据在深交所公告，公司拟不超90亿元采购服务器，主要用于为客户提供 云算力服务。 今年以来，包括上述公告在内，协创数据已累计发布了5次算力服务器采购公告，合计采购金额不超212亿元。 值得注意的是，二级市场上，A股算力概念股近日出现调整。12月17日早盘，相关概念股再度活跃，截至记者 发稿，奕东电子涨超13%，环旭电子涨超8%，长飞光纤涨超7%，协创数据涨超4%。接下来，这个板块还有机 会吗？ 二级市场上，协创数据是一只大牛股。自2024年9月20日以来，该公司股价累计涨幅超过330%，最新市值为 483亿元。 大规模采购 协创数据16日晚间公告，根据经营发展需要，公司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90亿元。 协创数据称，上述交易因出于商业秘密及战略发展的考虑，按照规则披露交易对手方信息将导致违约或可能引 致不当竞争，损害公司及投资者利益，因此公司根据相关规定对交易对方的相关信息履行豁免披露程序，故不 予披露交易对手方的具体情况。 协创数据表示，购买服务器主要用于为客户提供云算力服务。交易完成后，将促进公司主营业务的 ...

Economic Policy and Market Outlook - The central financial office emphasizes that expanding domestic demand will be the top priority for next year, with domestic demand contributing 71% to economic growth in the first three quarters of this year [1] - The social security fund aims to leverage long-term capital to support national development needs and promote high-quality development of the fund industry [1] Employment and Labor Market - In November, the U.S. non-farm payrolls increased by 64,000, exceeding expectations, but the unemployment rate rose to 4.6%, the highest in four years [2] Capital Market Developments - International institutions like UBS and JPMorgan are optimistic about the profit improvement potential of Chinese assets, with foreign long-term funds net buying approximately $10 billion of A-shares and H-shares through various channels by November [2] - The central economic work conference calls for deepening capital market reforms, which may enhance the role of brokerages in direct financing services, leading to potential valuation recovery for brokerage stocks [2] Industry Highlights - The storage chip market is expected to see a price increase of 30%-35% for LPDDR4X/5X in Q1 2026 [5] - The global demand for lithium is projected to grow by 30% year-on-year in 2026, with a significant increase in demand for energy storage batteries [5] - The National Medical Products Administration has approved the first invasive brain-computer interface product for treating drug addiction in China [5] - Alibaba has released a new generation of AI models aimed at professional film production and image creation [5] Company Updates - Muxi Co., a full-stack GPU manufacturer, has attracted market attention with its IPO, priced at 104.66 yuan per share, with potential for significant first-day gains [5] - Xichuang Data plans to invest up to 9 billion yuan in server procurement to enhance its cloud computing services [6] - Changan Automobile is set to trial L3 autonomous driving applications in Q1 2026 [7] - Huazhong Cable intends to acquire a 70% stake in San Zhu Technology to enhance its industry chain [7] - Luckin Coffee is considering acquiring Blue Bottle Coffee to enhance its brand image and expand into the high-end coffee market [8]

重要的消息有哪些 1．中央财办有关负责同志表示，扩大内需是明年排在首位的重点任务。明年要把握消费的结构性变化，从供需两侧发力提振消费。当前，我国正在从以商品消费 为主转向商品消费和服务消费并重，一些领域商品消费增速放缓，但文旅、养老、托育等服务消费需求旺盛。要以新需求引领新供给、以新供给创造新需求，促进 供需更加适配。要制定实施城乡居民增收计划，促进高质量充分就业，继续提高城乡居民基础养老金，持续提升居民消费能力。要扩大优质商品和服务供给，大力 发展消费新业态新模式新场景，培育壮大家政、旅居康养等万亿级消费新增长点。要有效释放消费需求潜力，持续清理不合理限制措施，支持有条件地区推广中小 学春秋假，把职工带薪错峰休假落实到位。打造"购在中国"品牌，释放入境消费巨大增量空间。 2．商务部公告，根据《反倾销条例》第三十八条的规定，商务部向国务院关税税则委员会提出征收反倾销税的建议，国务院关税税则委员会根据商务部的建议作 出决定，自2025年12月17日起，对原产于欧盟的进口相关猪肉及猪副产品征收反倾销税，实施期限5年。 3．海南省人民政府网发布通告，自2025年12月18日起，海南自由贸易港（自贸港）正式启动全岛封 ...

Group 1 - The article highlights the importance of major announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" to help investors identify investment hotspots and mitigate risks [1] - The company focuses on commercial satellites and aerospace defense, with its Star series business primarily targeting these sectors [1] - Another company is involved in satellite communication modules based on high-orbit satellites, integrating technologies such as 6G, digital currency, and humanoid robots [1] - A third company has made a significant procurement of servers worth 9 billion, aimed at providing cloud computing services to its clients, leveraging storage chips and data centers [1]

Group 1 - The company is a direct supplier to Tesla, focusing on robotics, industrial AI, industrial AR/VR, Industry 4.0, and smart manufacturing [2] - The company plans to invest up to 9 billion yuan in cloud computing services, integrating optical chips, cloud computing, big data, artificial intelligence, and smart storage [2] - The company's products have been utilized in major global sporting events such as the Qatar World Cup and the Paris Olympics, emphasizing its involvement in virtual reality, MiniLED, artificial intelligence, and ultra-high-definition video [2]

协创数据（300857）(300857.SZ)公告，公司拟向多家供应商(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90亿元。公司购买服务器主要用于为客户提供云算力服务。 ...

智通财经APP讯，协创数据(300857.SZ)公告，公司拟向多家供应商(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90亿元。公司购买服务器主要用于为客户提供云算力服务。 ...