China International Development Corporation Secures Priority Supply Agreement for AI Data Center Modules
China International Development Corporation Limited (Stock Code: 264, “the Company”) has announced a significant development that is highly relevant for shareholders and investors. The Company’s non-wholly-owned subsidiary, Ganic Success Limited (the “JV Company”), has received a Priority Grant of supply from Shanghai Data Center Science Co., Ltd (the “Strategic Partner”), a leading Chinese manufacturer of prefabricated artificial intelligence data center (AIDC) modules.
Key Points of the Announcement
- JV Company Receives Priority Grant: On 2 June 2026, Ganic Success Limited was granted top-priority access to purchase AIDC modules from Shanghai Data Center Science Co., Ltd. This covers the supply of advanced, prefabricated data center modules specifically designed for AI infrastructure.
- Highest Production Priority: All valid purchase orders by the JV Company will be prioritized above all other clients. This includes preferential treatment in production scheduling, raw material allocation, equipment deployment, and overall capacity planning.
- Comprehensive Protection during Supply Chain Stress: Even during industry-wide shortages, power supply restrictions, or other disruptions, the JV Company will remain a core priority customer, ensuring full and timely delivery of all orders.
- Term of Priority Grant: The agreement takes effect from 2 June 2026 and remains valid for three years.
- Geographic Focus: The AIDC modules will be used to support the Group’s expansion into Southeast Asia, enabling rapid deployment of AI infrastructure projects in this fast-growing market.
Details About the Strategic Partner
- The Strategic Partner is a top manufacturer of prefabricated AIDC modules in China.
- It is confirmed to be independent and not connected to the Company or its directors, mitigating potential conflicts of interest.
Significance and Potential Impact for Shareholders
- Mitigates Global Supply Chain Volatility: The AIDC sector faces frequent supply chain constraints and component shortages. Securing a Priority Grant ensures the Group’s projects remain insulated from such risks, enabling reliable execution of AI infrastructure deployments.
- Guaranteed Delivery Timelines: With top priority in production, the Group can commit to strict project milestones and offer predictable delivery schedules to its customers—an essential advantage in the competitive AI infrastructure market.
- Strategic Market Positioning: The agreement marks the start of a long-term partnership with a key supplier, positioning the Company to capitalize on the surging demand for AI data centers globally, particularly in Southeast Asia, a region with rapidly growing digitalization needs.
- Potential Price Sensitivity: This announcement is highly price-sensitive, as it directly addresses a major bottleneck in the AI infrastructure industry: reliable access to modular data center components. The Company’s ability to secure preferential supply could translate into accelerated business growth, improved margins, and enhanced investor confidence.
Background and Rationale
- The global wave of AI and digital transformation is rapidly expanding the market for intelligent computing centers, which are critical infrastructure for AI and digital services.
- Prefabricated AIDC modules can be shipped globally in standardized containers, allowing for modular deployment and significantly reduced project delivery times.
- Industry-wide supply shortages have hampered many projects; this Priority Grant provides the Company with a defensive moat against these risks.
Board’s View
The Board considers this Priority Grant to be in the best interests of the Company and its shareholders. It aligns with the Company’s long-term strategy and is expected to deliver significant commercial advantages, positioning the Group to become a key player in the burgeoning AI infrastructure sector.
Leadership and Governance
- Co-Chairmen: Mr. Qin Bohan and Mr. Zhang Li
- Chief Executive Officer: Mr. Fan Xin
- Deputy CEO: Mr. Leung Wai Kit
- Other Directors: Mr. Lei Zhengbiao, Mr. Ding Wentuo, and four independent non-executive directors
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult their financial advisors before making any investment decisions. The information presented is based on the Company’s official announcement as of 2 June 2026 and may be subject to change.
香港國際發展控股有限公司 獲戰略夥伴優先供應AIDC模組 —— 投資者必讀詳情
香港國際發展控股有限公司（股份代號：264，「本公司」）發佈一項對股東及投資者極具參考價值的重要消息。本公司之非全資附屬公司Ganic Success Limited（「合資公司」）獲上海數據中心科技有限公司（「戰略夥伴」）授予優先供應權，可獲優先購買預製人工智能數據中心（AIDC）模組，對推動集團AI基礎設施發展至關重要。
公告重點
- 合資公司獲優先供應權： 2026年6月2日，Ganic Success Limited獲上海數據中心科技有限公司授予最高優先購買AIDC模組的權利。
- 最高生產優先級： 合資公司所有有效訂單於生產排程、原材料分配、設備調配及產能安排上均享有最高優先級，確保訂單優先生產並執行。
- 全方位供應保障： 即使行業出現產能瓶頸、原材料短缺、供電受限或其他特殊情況，合資公司依然享有全額、及時、優先供應的待遇。
- 協議期限： 優先供應權由2026年6月2日起生效，有效期三年。
- 地區重點： 合資公司將利用該模組拓展東南亞AIDC業務，助力快速部署AI基礎設施。
戰略夥伴詳情
- 戰略夥伴為中國領先的預製AIDC模組生產商。
- 與公司及董事均無關聯，減低利益衝突風險。
對股東的重要意義及潛在影響
- 緩解全球供應鏈波動： AIDC行業供應鏈常受壓力，確保優先供應有助合資公司穩定項目推進，降低原材料及產能短缺風險。
- 保證交付時效： 合資公司訂單享最高生產排程，能夠向客戶承諾準時交付，提升競爭力。
- 戰略市場布局： 協議開啟與核心供應商長期合作，助公司捕捉AI數據中心高速增長的市場機遇，特別是在東南亞地區。
- 潛在股價敏感因素： 此公告直接針對AI基建行業供應瓶頸，確保優先供應將有利公司業務增長及盈利能力，預期可提升投資者信心，帶動股價。
背景及戰略考慮
- 全球AI及數字化加速推動智能運算中心擴展，AIDC模組為新一代基礎設施。
- 預製模組可通過標準集裝箱運輸和現場快速拼裝，大幅縮短項目交付週期。
- 行業普遍面臨供應短缺問題，此優先權有助公司建立行業壁壘。
董事會觀點
董事會認為，獲得優先供應權有利於公司AI數據中心業務開展，符合公司長遠發展目標與策略，有助於提升整體競爭力及股東利益。
管理層及管治架構
- 聯席主席：秦博涵先生、張力先生
- 行政總裁：范鑫先生
- 副行政總裁：梁偉傑先生
- 其他執行董事及四名獨立非執行董事
免責聲明
本文僅供參考，並非投資建議。投資者應自行研究或諮詢財務顧問，方作投資決定。內容以2026年6月2日公司公告為依據，未來或有變動。