2024年6月，曙光数创（北京中科曙光信息产业股份有限公司旗下子公司）发布公告称，原计划由海光信息对其发起的要约收购已正式取消。此次要约收购最初于2023年底提出，旨在通过股权整合加强双方在高性能计算与液冷数据中心等领域的协同效应。然而，经过多轮沟通与监管评估后，双方认为当前市场环境及政策条件尚不完全具备推进交易的最佳时机，因此决定终止该要约收购计划。曙光数创作为国内领先的液冷数据中心解决方案提供商，近年来在绿色计算和节能技术方面持续发力；而海光信息则专注于国产CPU与DCU芯片的研发，在信创产业链中占据关键位置。尽管此次收购未能落地，但双方均表示未来仍将在技术研发、生态共建等方面保持战略合作关系。分析人士指出，此举反映出当前科技企业在重大资本运作中更加审慎的态度，也凸显了监管部门对半导体与算力基础设施领域并购活动的高度关注。总体来看，虽然短期资本市场可能对消息有所反应，但长期而言，两家公司在各自赛道上的核心竞争力并未受到影响，反而有望通过更灵活的合作模式推动国产算力生态的发展。
In June 2024, Sugon Digital Creation (a subsidiary of Sugon Information Industry Co., Ltd.) announced that the previously proposed tender offer by Hygon Information had been officially canceled. The tender offer was initially announced in late 2023, aiming to strengthen synergies between the two companies in high-performance computing and liquid-cooled data center technologies through equity integration. However, after multiple rounds of discussions and regulatory assessments, both parties concluded that current market conditions and policy environments were not yet optimal for proceeding with the transaction, leading to its termination.Sugon Digital Creation is a leading Chinese provider of liquid-cooled data center solutions, actively advancing green computing and energy-efficient technologies. Hygon Information, meanwhile, specializes in the development of domestic CPUs and DCUs, playing a pivotal role in China’s information technology innovation (ITI) ecosystem. Although the acquisition did not materialize, both companies affirmed their commitment to ongoing strategic collaboration in areas such as R&D and ecosystem development. Analysts note that this decision reflects a more cautious approach among tech firms toward major capital moves and highlights heightened regulatory scrutiny over mergers and acquisitions in the semiconductor and computing infrastructure sectors.While the announcement may trigger short-term market reactions, the long-term core competitiveness of both companies remains intact. Their continued cooperation—albeit through more flexible arrangements—could further accelerate the growth of China’s indigenous computing ecosystem.
原创文章，作者：admin，如若转载，请注明出处：https://ktez.cn/993.html