公司为投资控股公司，公司及其附属公司主要业务为经营冷冻仓库及相关服务、食品及饮料贸易及销 售，以及投资控股。公司现有业务正面临若干挑战。因此，在持续强化现有业务的同时，公司亦不时探 索可行的机会，以实现业务多元化并拓展收入来源，确保取得可持续增长。 目标资产需运作专用仓库设施以存放计算设备、管理庞大电力负载，并维护精密的温控系统。该等因素 亦是集团现行冷冻仓库业务的关键所在。因此，董事会认为潜在收购事项代表集团在管理高能耗工业基 础设施领域核心专长的战略性延伸。 通过潜在收购事项，集团计划转型为多元化高端仓储基础设施营运商，为各类资产提供精密、稳定且温 控的环境。该"基础设施即服务"模式将突破集团现行食品及饮料业务的限制，预期可透过空间租赁及电 力管理费用产生稳定的经常性收入。 此外，美国土地及确保的电力产能的收购为集团提供多用途的工业房地产资产，未来可用于其他高需求 的计算领域(如AI数据中心)，从而提升集团业务及资产的长期韧性与价值。 格隆汇12月30日丨大同集团(00544.HK)公告，于2025年12月30日，公司订立一份不具法律约束力的意向 书，据此： (i)公司透过一间直接或间接全资附属公司，预期 ...

来源：喜娜AI 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 企业动态方面，汇丰控股宣布对恒生银行私有化方案的拟定对价为155港元/股，计划对价属最终定价， 在任何情况下均不会被提高[5]。据《华尔街日报》报道，SpaceX已安排银行推介会，为可能的首次公 开募股做准备[6]。甲骨文则在第四季度达成1500亿美元的数据中心租赁协议[7]。 政策与地缘政治方面，乌克兰总统顾问透露，乌美双方团队在柏林就和平提案举行的会谈持续逾五小 时，明日将继续进行[8]。美国货币政策预期出现新动向，总统特朗普表示很快将挑选新的美联储主席 人选，新任主席或将倾向于推动利率下调[9]，同时他认为当前通胀已完全得到遏制，但需警惕通缩风 险，称"通缩在很多方面比通胀更糟糕 ...

Financial Data and Key Metrics Changes - The company reported record financial performance with revenue increasing 13% to $1.8 billion, adjusted EBITDA growing 16% to $660 million, and AFFO rising 18% to $393 million [2][15][22] - Adjusted EBITDA margin improved by 110 basis points to 37.6% year-on-year, reflecting enhanced profitability in data center and asset lifecycle management (ALM) businesses [15][21] Business Line Data and Key Metrics Changes - The global records and information management (RIM) business achieved record quarterly revenue of $1.34 billion, up 6% year-on-year, driven by revenue management and higher digital revenue [15][16] - Data center revenue surged 33% year-on-year to $204 million, with organic storage rental growth increasing 32% [17][18] - ALM revenue increased 65% year-on-year to $169 million, with 36% organic growth attributed to strong operational execution and enterprise volume [19][20] Market Data and Key Metrics Changes - The data center market remains robust, with leasing activity and pipeline growth driven by hyperscale customers focusing on cloud capacity [8][9] - The company has a pre-leasing backlog and a strong pipeline, with 450 megawatts available for sale over the next 18-24 months [9][40] Company Strategy and Development Direction - The company aims to sustain industry-leading revenue and earnings growth, with a focus on expanding its growth portfolio, which is expected to contribute nearly 30% of total revenue by the end of 2025 [4][12] - Recent acquisitions, such as ACT Logistics, are intended to strengthen market leadership in ALM and expand geographic footprint [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining data center revenue growth, projecting over 25% growth in 2026 based on signed leases [3][9] - The company anticipates continued strong performance in the fourth quarter, with revenue expected to reach approximately $1.8 billion, reflecting a 14% increase year-on-year [21][22] Other Important Information - The board of directors authorized a 10% increase in the quarterly dividend, marking the fourth consecutive year of dividend growth [5][20] - The company secured a significant five-year contract with the U.S. Department of the Treasury valued at up to $714 million, which is expected to ramp linearly with seasonal volume peaks [7][24] Q&A Session Summary Question: Can you talk more about the planned phasing of revenues for the Treasury contract? - Management indicated that the revenue will ramp linearly with slight growth, influenced by tax season volume [24] Question: What are the expectations for the ALM business regarding volume versus price? - Management confirmed strong performance in ALM, with 36% organic growth expected to continue, driven by enterprise volume [28] Question: Can you elaborate on the data center pipeline and demand? - Management noted a marked uptick in demand from hyperscale customers, with a strong pipeline for cloud buildout and inference [31] Question: What drives client decisions to shift leasing locations? - Management explained that customer needs dictate such decisions, emphasizing a customer-centric approach [48][52] Question: What are the expectations for volumes and pricing in the RIM storage business? - Management anticipates continued organic volume growth and mid-single-digit revenue management actions for the upcoming quarter [56]

Macro and Policy Level - In May, China's total retail sales of consumer goods increased by 5.1% year-on-year, reaching 371.74 billion yuan, with retail sales excluding automobiles growing by 5.6% [1] - The industrial added value for large-scale industries in China grew by 6.1% year-on-year in April, with notable growth in the automotive manufacturing sector at 9.2% and new energy vehicle production increasing by 38.9% [2] - The second China-Central Asia Leaders' Summit is scheduled for June 17 in Kazakhstan, focusing on economic cooperation, connectivity, security collaboration, green energy, and cultural exchanges [3] - The U.S. retail sales data for May will be released on June 17, with April's retail sales showing a slight recovery in consumer spending despite high interest rates and inflation [4] - The U.S. Federal Reserve will announce the industrial production data for May on June 17, with expectations of slight growth amid concerns over high interest rates affecting business investment [5] Industry Level - Tesla's Robotaxi service is set to begin trial operations on June 22 in Austin, Texas, with a limited fleet of 10 to 20 vehicles using the new "unsupervised" Full Self-Driving technology [7] - Applied Digital (APLD) has signed a $7 billion data center leasing agreement with CoreWeave, which is expected to significantly enhance APLD's cash flow [9] - Boeing is facing scrutiny following a recent crash of a 787 aircraft, with a safety review hearing scheduled to assess structural fatigue issues [9] - Amazon is investing $20 billion to build two data centers in Pennsylvania, part of its global AI computing expansion, expected to create 1,250 high-skilled jobs [9] - Guosen Securities is acquiring 96.08% of Wanhua Securities for 5.192 billion yuan, which will enhance its cross-border asset management capabilities [10]