模块化数据中心方案
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港股异动 | 中集集团(02039)涨超8%再创新高 模块化数据中心方案加速全球算力基建部署
智通财经网· 2026-02-26 06:17
Core Viewpoint - CIMC Group (02039) has seen its stock price rise over 8%, reaching a new high, driven by the increasing global demand for AI computing power infrastructure [1] Group 1: Company Performance - As of the latest report, CIMC Group's stock is up 7.63%, trading at HKD 12.41, with a transaction volume of HKD 93.66 million [1] - CIMC's subsidiary, CIMC Digital Energy, is leading the industry in rapidly deploying new paradigms through prefabricated modular data center solutions [1] Group 2: Industry Context - The demand for AI computing power infrastructure is surging globally, creating opportunities for companies like CIMC to address supply bottlenecks [1] - Since 2013, CIMC has been focusing on modular data centers, and in 2024, it successfully delivered the world's first ultra-large modular data center [1] Group 3: Operational Achievements - CIMC Digital Energy has delivered over 1,000 megawatts and more than 17,000 modules globally [1] - The company is providing technical and manufacturing delivery services for prefabricated data centers to clients in AI and cloud computing, with a capacity exceeding 300 megawatts [1]