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Shanghai CDXJ Digital Technology (603887.SH): Currently, the Zhoupu and Lin-gang Datacenters have been delivered for Operation.
Gelonghui reported on March 18 that Shanghai CDXJ Digital Technology (603887.SH) stated on the investor interaction platform that the Taicang Datacenter project has not yet commenced operation. The company currently has the Zhoupu and Lingang Datacenters delivered and in operation, while the CHINA MOBILE project in Yangzhou and the CHINA TELECOM project in Jiangbei Yizheng are under construction and delivery progress.
GF SEC: The explosive demand for computing power and the dual drive of new Infrastructure policies are pushing IDC's prosperity upwards, with multiple points of bloom in the Industry Chain of construction enterprises.
IDC serves as the data foundation for the Industry, with significant differences in value across the upstream, midstream, and downstream of the Industry Chain. Construction companies are widely involved in the full Industry Chain of IDC.
【Data Watch】Institutions are fiercely competing over Shanghai CDXJ Digital Technology, while three speculators team up to offload shares of Power HF Co., Ltd.
① The concept stock related to computing power, Shanghai CDXJ Digital Technology, was sold by an institution for 0.286 billion while receiving a buy from another institution for 0.164 billion. ② In the end, Power HF Co., Ltd. experienced a 'Tian Di Ban' performance, with three top-tier speculative trading positions collectively selling over 90 million.
There's Reason For Concern Over Shanghai CDXJ Digital Technology Co.,LTD's (SHSE:603887) Massive 25% Price Jump
Shanghai CDXJ Digital Technology Unit Part of Winning Consortium for 391 Million Yuan Data Center Project
Shanghai CDXJ Digital Technology (603887.SH): Subsidiary awarded the general contracting (EPC) project for the "Henan Airport Intelligent Computing Center (Phase II) Construction and IDC Supporting Engineering".
Gelonghui, February 19th丨Shanghai CDXJ Digital Technology (603887.SH) announced that on February 18, 2025, the national public resource trading platform (Henan Province·Zhengzhou Aviation Port Economic Comprehensive Experimental Zone) website published the bidding results for the "Henan Airport Intelligent Computing Center (Second Center) Project Plant Construction and IDC Supporting Engineering General Contracting (EPC)" project. According to this announcement, the company's wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd., is a member of the winning consortium for this project, with a total bid price (including VAT) of 391,354,591.22 yuan.