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浙商二代接盘中国算力顶流
3 6 Ke· 2025-09-16 04:20
Core Viewpoint - Dongyangguang Group is making a significant move into the AI sector by planning to acquire Qinhuai Data's China business for 28 billion yuan, marking the largest acquisition in China's data center industry [1][4][8]. Group 1: Acquisition Details - The acquisition involves a cash purchase of 100% equity in Qinhuai Data from Bain Capital, with the deal expected to enhance Dongyangguang's digital economy transformation [4][8]. - Qinhuai Data, established in 2015, is a leading player in China's large-scale data center market, ranking second nationally in overall scale [4][5]. - As of May 2023, Qinhuai Data's total assets were 21.871 billion yuan, with a net asset of 9.504 billion yuan, indicating a premium of 195% on the acquisition price [8]. Group 2: Financial Performance - For the fiscal year 2024, Qinhuai Data is projected to achieve revenues of 6.048 billion yuan and a net profit of 1.309 billion yuan [8]. - In the first five months of 2023, the company reported revenues of 2.607 billion yuan and a net profit of 745 million yuan [8]. Group 3: Strategic Positioning - Dongyangguang's entry into the AI data center (AIDC) sector is seen as a natural extension of its existing business, which includes aluminum foil, chemicals, and pharmaceuticals [12][19]. - The company aims to create a comprehensive digital infrastructure ecosystem by integrating green energy, hardware, computing power, AI, and operations [12][14]. Group 4: Operational Efficiency - Qinhuai Data boasts a PUE (Power Usage Effectiveness) of 1.146, which is among the best in the industry, indicating high operational efficiency [14]. - The company has a high occupancy rate of 93% in its operational data centers, reflecting strong demand and effective resource utilization [5][8]. Group 5: Future Prospects - If the acquisition is successful, Dongyangguang will be one of the few companies in the humanoid robot sector with upstream computing power support, positioning itself for long-term strategic growth [18]. - The collaboration between Dongyangguang and Qinhuai Data is expected to lead to innovations in liquid cooling technology and large-scale AIDC solutions, potentially lowering PUE further [15][16].