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城地香江(603887.SH)預計中標中移動IDC算力設施項目 金額33.04億元

格隆匯7月7日丨城地香江(603887.SH)公佈,2024年7月6日,中國移動採購與招標網(https://b2b.10086.cn/)發佈了《中國移動長三角(揚州)數據中心算力基礎設施建維服務項目_中選結果公示》,確定“中國移動長三角(揚州)數據中心算力基礎設施建維服務項目:標/包1”的中選人(聯合體)為深圳市中興通訊技術服務有限責任公司、公司下屬全資子公司香江系統工程有限公司(以下簡稱“香江系統”)及上海啟斯雲計算有限公司(以下簡稱“上海啟斯”)。

本次中選因系公司全資子公司香江系統及上海啟斯與中興通訊自願組成【中興&香江&啟斯】聯合體,參與中國移動長三角(揚州)數據中心算力基礎設施建維服務項目應答後取得,根據相關聯合體協議書約定,中興通訊作為聯合體牽頭人,所承擔的合同工作量比例為30%;香江系統作為成員一,所承擔的合同工作量為60%;上海啟斯作為成員二,所承擔的合同工作量為10%。即上市公司全部承擔的合同工作量比例為70%。

根據公司已發佈的中標提示性公吿的內容,本次中移動IDC算力設施項目B01-B06機房樓預計共採購172.5MW,根據應答單價及預計的服務年限及綜合聯合體協議書當中關於工作量的約定進行計算,公司實得中標金額預計為33.04億元。

項目的中選,並結合項目實際提供的算力配套設施內容,標誌着公司已從提供傳統互聯數據中心(以下簡稱“IDC”)服務邁向智算中心(以下簡稱“AIDC”)服務的全新階段,充分明確公司未來將以AIDC投資及運營為業務重心的發展戰略。

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