登录新浪财经APP 搜索【信披】查看更多考评等级 "客户一"是否为字节跳动？ 秦淮数据中国主要开展批发型IDC业务，具体为针对大型互联网公司、云计算服务商、电信运营商等具备规模化需求的大型客户，以数据中心模块或数据中心园区为最小出租单位，为客户提供定 据悉，秦淮数据中国的前身属于曾在纳斯达克上市的秦淮数据（Nasdaq：CD），该公司后通过私有化完成退市。根据秦淮数据此前发布的年报，2020年至2022年期间，秦淮数据来自字节跳动 2023年，由贝恩投资控股的财团通过私有化方式获得了秦淮数据100%的股权。根据公开披露信息，该财团当时发布初步非约束性提案的时间为2023年6月6日，私有化所涉及的资产范围，既包 本次东阳光参与的交易系收购秦淮数据中国区业务。2024年以及2025年1-5月，秦淮数据中国的营业收入为60.48亿元和26.08亿元，净利润为13.09亿元和7.45亿元。同期第一大客户均为" 秦淮数据中国2024年度前五大客户情况。图片来源：东阳光公告 对于秦淮数据中国第一大客户是否为字节跳动这一问题，东阳光对央广财经记者表示，基于商业合作协议中的保密条款以及上市公司信息披露的合规要求，秦淮数据中国 ...

智通财经APP获悉，AI数据中心公司Applied Digital(APLD.US)公布的第一财季营收超出华尔街预期，尽 管仍录得净亏损，但展现出强劲增长势头。此成绩背后，是其数据中心服务需求的激增——越来越多客 户正扩大算力规模，以支持快速发展的生成式AI应用。受此提振，该公司股价盘后大涨逾12%。 周四公布的财报显示，在截至8月31日的季度里，该公司营收同比增长84%，达到6420万美元，高于分 析师此前预期的5000万美元。 据了解，Applied Digital已从最初的加密货币挖矿业务成功转型，成为AI基础设施领域的关键参与者。 该公司目前设计并运营专业数据中心，为AI和区块链应用提供高性能计算基础设施。 目前，各企业正竞相部署下一代AI模型，这推动了对能够支持高强度计算工作负载的高性能数据中心 基础设施需求。 今年8月，Applied Digital与CoreWeave(CRWV.US)敲定一项新租赁协议，为其北达科他州数据中心园区 Polaris Forge 1新增150 MW供电容量。加之今年早些时候与CoreWeave达成的两份初始租约，预计公司 总合同租赁收入将达约110亿美元，其中先前公 ...

科技兴农，助推乡村全面振兴。"十四五"以来，甘肃进一步壮大现代寒旱特色农业，"牛羊菜果薯药"全产业链产值达到4928亿元，特色"甘味"农产品品牌企 业销售额突破300亿元，持续推动现代农业提质增效。2024年，甘肃实现农村居民人均可支配收入14105元，同比增长7.4%，较2020年增长36.4%。 央视网消息（新闻联播）："十四五"期间，甘肃着力构建现代化产业体系，大力发展战略性新兴产业，促进农业产业现代化，推动高质量发展。 "十四五"以来，甘肃加快科技创新和产业创新深度融合，因地制宜发展新质生产力，新能源、新材料、电子信息等战略性新兴产业发展迅速。截至2025年8 月底，甘肃累计新增新能源装机近5100万千瓦，总量达7463.23万千瓦，新能源装机占比提升至65.17%，居全国前列。全国一体化算力网络国家枢纽节点 （甘肃·庆阳）数据中心成为全国增速最快、增量最大的数据中心集群。 ...

据知情人士透露，全球基础设施合伙公司(GIP)正就收购麦格理集团支持的Aligned Data Centers进行深入 谈判，这可能是今年规模最大的交易之一。 一位知情人士称，该交易对Aligned的估值可能约为400亿美元。 其中一位人士透露，由主权财富基金穆巴达拉投资公司设立的AI投资公司MGX也参与了谈判，并将作 为交易的一部分进行独立投资。穆巴达拉此前已对Aligned进行过单独投资。 知情人士表示，现已并入贝莱德(BLK.US)的GIP尚未达成最终协议，部分细节可能发生变化，谈判仍可 能以无果而终。 随着世界对AI的依赖日益加深，数字基础设施已成为全球投资者寻求稳定回报和增长的热门标的。尽 管有人担心新增容量最终可能超过需求，但这仍是并购交易最活跃的资产类别之一。 AI技术催生了数据中心需求的激增。在美国，随着资金涌入该行业，白宫已提议简化新建设施的环境 评估流程。 近期的相关交易包括Meta平台公司为路易斯安那州大型数据中心筹集290亿美元融资方案，以及甲骨文 公司为OpenAI建设基础设施而发行180亿美元债券。 MGX一直为其AI基础设施计划寻求最高250亿美元的融资。根据该基金网站信息，穆巴 ...

近日，*ST宇顺（002289.SZ）发布公告称，临时股东大会审议通过了收购数据中心资产的议案，这也 标志着2025年A股ST公司中最大的现金交易并购案正式落地。 公开信息披露显示，在此次收购中恩云科技、申惠碧源、中恩云信100%的股权后，上市公司有望扭亏 为盈，净利润从-1442.32万元增加至1.59亿元，收入亦突破10亿元大关，并将实现整体业务转型，从传 统的屏幕制造顺利切入代表新质生产力的数据中心产业。 【环球网财经综合报道】2024年9月24日，证监会发布《关于深化上市公司并购重组市场改革的意见》 以来，A股并购重组市场呈现出六大趋势，包括市场活跃度显著提升、组合支付方式升温、审核效率大 幅提升、聚焦新质生产力、产业链整合步伐提速、半导体为并购重组热门赛道以及央国企并购重组持续 升温等。 值得关注的是，*ST宇顺大股东上海奉望实业有限公司还已实际控股了体量庞大的智算资产，例如在7 月29日获得了河北爱怀数据技术有限公司52%的控股权，后者的主体项目是银联云智算中心项目，该项 目所在的张家口市是国务院批复的首个且唯一可再生能源示范区，可再生能源供应充足且拥有机柜数量 和价值，已超过了*ST宇顺此次收购 ...

核心观点 2、推进数据中心碳中和、新能源战略规划实施。 截至2025 年6 月末，公司已投入运营的自建自营数据中心总机柜数超过57000 个，较去年年底增加 14000 个，增长33% ，随着已交付数据中心上架率的提升以及新数据中心的不断交付运营，公司 EBITDA 快速增长，上半年同比增长50.87%，盈利能力有所提升。同时，公司还有多个大型数据中心项 目正在建设之中,在核心区域已经具有一定的规模优势，有望在AI 需求爆发引领的算力需求快速增长的 背景下持续受益。 事件 公司发布2025 年半年度报告。2025 年上半年，公司实现营业收入11.48 亿元，同比增长8.20%；归母净 利润0.88 亿元， 同比增长16.09%；扣非归母净利润0.86 亿元，同比增长6.77%。 简评 1、数据中心持续交付，EBITDA 快速增长。 2025 年上半年，公司实现营业收入11.48 亿元，同比增长8. 20%；归母净利润0.88 亿元，同比增长 16.09%；扣非归母净利润0. 86亿元，同比增长6.77%；EBITDA 为5.94 亿元，同比增长50. 87%。 上半年，公司廊坊固安数据中心第五栋、天津武清数据 ...

Core Viewpoint - The company is a leading player in the Chinese IDC market, focusing on customized and global services, with significant growth in revenue and EBITDA in the first half of 2025 [1][2]. Group 1: Company Performance - As of the first half of 2025, the company achieved a revenue of 5.623 billion yuan, representing a year-on-year growth of 12.4%, and an adjusted EBITDA of 2.696 billion yuan, with a growth of 13.8% [1]. - The company has a total IT power of 1,326 MW in its data centers, leading the domestic third-party service providers [1]. Group 2: Market Dynamics - The supply-demand landscape is evolving, with a complementary development between "first-tier" and "emerging nodes," which is expected to accelerate the bidding and delivery rhythm for IDC projects [1]. - The company is well-positioned to benefit from the explosive demand for computing power driven by AI, with significant resources available for development in the next 3-4 years [2]. Group 3: Global Expansion - The company is expanding its global footprint, particularly in Southeast Asia and Northern Europe, with a focus on building intelligent computing centers [2]. - As of the second quarter of 2025, the company has an operational capacity of 224 MW and over 1,200 MW in construction and reserve capacity, indicating strong growth potential [2]. Group 4: Financial Projections - Revenue projections for the company are estimated at 11.478 billion yuan, 12.992 billion yuan, and 14.634 billion yuan for the years 2025 to 2027, with corresponding EBITDA of 5.281 billion yuan, 5.855 billion yuan, and 6.476 billion yuan [3]. - The company is assigned a "buy" rating based on a SOTP valuation method, with a target market value of 80.3 billion HKD [3].

证券代码：688158 证券简称：优刻得 公告编号：2025-034 具体内容详见公司于2025年9月12日在上海证券交易所网站（www.sse.com.cn）披露的《关于乌兰察布 募投项目进展及业绩完成情况的公告》（公告编号：2025-031）和《关于公司及实际控制人履行IPO项 目承诺相关事项的公告》（公告编号：2025-032）。 二、业绩补偿履行情况 截至本公告日，公司已累计收到实际控制人支付的业绩补偿款6,017.37万元。至此，实际控制人IPO项 目业绩补偿义务已全部履行完毕。 三、保荐机构核查意见 优刻得科技股份有限公司 关于实际控制人完成IPO项目业绩 承诺补偿的公告 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、准确性和完整性依法承担法律责任。 一、基本情况 优刻得科技股份有限公司（以下简称"公司"）IPO募投项目之一内蒙古乌兰察布市集宁区优刻得数据中 心项目（一期和二期）在业绩承诺期（2020年度至 2024 年度）内实际累计净利润低于承诺期预计累计 净利润的 80%，业绩承诺未实现。根据实际控制人作出的承诺，实际控制人需向公司支付现 ...

Core Viewpoint - Shandong Holdings (00412) has seen a significant stock price increase of over 9%, currently trading at 5.82 HKD with a transaction volume of 1.015 billion HKD, reflecting strong market interest and confidence in the company's strategic transformation and investments in the "new energy + new infrastructure" sectors [1] Company Strategy and Performance - Since 2021, Shandong Holdings has shifted from quasi-financial investments to industrial investment holdings, acquiring 56.97% of Shandong New Energy and 42.12% of Century Internet, establishing a synergistic and revitalized asset base [1] - The company has actively participated in major decision-making processes at Century Internet through appointed directors and executives, leading to improvements in operational and financial metrics [1] - Century Internet has successfully issued 430 million USD in convertible bonds and received approval for a real estate asset support plan, enhancing its recognition in the capital markets [1] Future Outlook - In response to the new development phase of the 14th Five-Year Plan, the company aims to leverage national strategic technological trends to build a unique digital integration ecosystem, facilitating its digital transformation [1] - The board of directors has noted unusual trading activity in the company's shares but confirmed that there are no significant changes in business operations or financial status, ensuring stability amidst market fluctuations [1]

Core Viewpoint - Recently, the stock price of Shandong High Holdings (0412.HK) experienced significant volatility, prompting market attention. In response, the company announced a buyback of 3.7 million shares, representing approximately 0.06% of its total issued shares, to convey confidence in its stable development [1] Group 1: Company Overview - Shandong High Holdings is a key overseas investment and industrial holding platform for its controlling shareholder, Shandong High Group, which is a major state-owned enterprise in Shandong Province with a registered capital of 92.2 billion yuan and total assets exceeding 1.7 trillion yuan [2] - The company plays a crucial role in the group's "going global" strategy, linking global capital and integrating overseas industrial resources, while also being a core vehicle for the group's new energy business [2] Group 2: Business Performance - The company has established a highly integrated industrial pattern combining new energy and data centers, with core assets performing well. Shandong High New Energy (1250.HK) is the largest new energy power generation enterprise controlled by Shandong Province, with an installed capacity of nearly 5 GW and an annual power generation exceeding 6.5 billion kWh, resulting in a carbon reduction of over 5 million tons annually [2] - Century Internet (VNET), a strategic investment, is a leading third-party data center service provider in China, operating over 50 data centers and more than 90,000 cabinets, becoming a key player in the digital economy [2] Group 3: Financial Performance - As of June 30, 2025, Shandong High Holdings reported total assets of 67.5 billion yuan and a net profit of 476 million yuan, an increase of 398 million yuan year-on-year. Shandong High New Energy had total assets of 49.5 billion yuan and a net profit of 393 million yuan, up by 24 million yuan year-on-year [3] - Century Internet reported total assets of 39.7 billion yuan, with an adjusted EBITDA of 732 million yuan in the second quarter, reflecting a year-on-year increase of 158 million yuan. The core indicators of revenue and profit for all three main entities remain stable and positive [3] Group 4: Future Outlook - The company maintains a positive long-term value outlook, focusing on new energy and data center industries, which align with national strategic emerging industries and the "dual carbon" goals. The global energy transition and the booming digital economy present significant growth opportunities [3] - Shandong High Holdings aims to leverage the advantages of its controlling shareholder's brand, resource synergy, and policy support to achieve stable operations and healthy development, while adhering to the principles of "responsibility, innovation, and excellence" [3]