节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
4月16日,晶科科技(601778)发布公告称,公司已与中国宁夏回族自治区中卫市人民政府签署投资协议,就宁夏中卫1GW算力中心项目达成合作意向。
该项目计划总投资约245亿元,占地约800亩,拟部署机柜约5万架,分三期建设推进:一期计划投资100亿元,配置IT功率400MW;二期投资60亿元,IT功率300MW;三期投资85亿元,IT功率300MW。
晶科科技主营业务为新能源电站投资、建设及运营,在本项目中主要负责基础设施建设及后续运营,不涉及服务器、芯片、交换机等核心元器件供应。项目核心目标是构建“新能源+算力”算电协同生态,推动公司向绿色算力与综合能源服务商转型。
公告明确,项目投资规模较大,投资金额显著高于晶科科技当前账面货币资金水平,若后续推进投资,可能面临较大的资金筹措压力与资金缺口风险。公司将通过直接融资、间接融资补足资金缺口,并引入战略合作方共同投资、分期投入,合理控制投资节奏与资ɇ..
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