阿里云在韩国、马来西亚、墨西哥等 5 个国家投资新建数据中心

5 月 23 日消息，阿里云今日宣布，将在全球五个国家投资新建数据中心，分别位于韩国、马来西亚、菲律宾、泰国和墨西哥。值得一提的是，这也是阿里云首次进入墨西哥市场。

截至目前，阿里云在全球 30 个地域运营 89 个可用区。新一轮投入之后，阿里云的全球布局将增加至全球 31 个地域和 95 个可用区。

阿里云智能国际事业部总裁袁千表示，阿里云将加码投资全球能力建设，这意味着全球范围内更多的数据中心、更强的服务能力、更紧密的合作伙伴关系。目前，阿里云已经覆盖东南亚、日本、美国、英国、欧洲、中东等主要海外市场。

另此前报道，LV 高奢品牌母公司酩悦 轩尼诗-路易 威登集团（LVMH）近期宣布将和阿里巴巴进一步深化合作，在延长五年合作伙伴关系的基础上，通过阿里云及通义模型来优化高端零售体验。

选址雪州艾美娜工业园 森那美产业也要开发数据中心

森那美产业召开2024财年首季度线上汇报会，图中左者阿兹米马力肯、右者为刘穗庆。（森那美产业提供）

（吉隆坡23日讯）数据中心成为市场热点，森那美产业（SIMEPROP，5288，主板产业股）也来分一杯羹，成为马来西亚最新一家宣告承建数据中心的产业巨擘。

该公司今日举行2024财年首季度线上汇报会后，宣布跟大马Pearl Computing私人有限公司，联袂开发超大规模数据中心。

据文告，上述数据中心，占地约49英亩，选址在森那美旗下最大的产业集群——占地1500英亩的雪兰莪州巴生艾美娜（Elmina）工业园。

该数据中心拟于2024年次季动土，预计2026年竣工；双方签订20年租约，总额达20亿令吉，并可两次追加各5年租约。

森那美产业董事经理拿督阿兹米马力肯，于今午的线上汇报会上称：“恰如其他业者，于我们而言，这（数据中心）是一项长期业务，所以首当其冲就是要胥视跟谁合作，毕竟这类合作是长期的。”

“再者，我们也要关注自身的基础建设，确保本公司有充分的能力，满足市场的需求。”

现今跟Pearl Computing展开合作，该公司认为，这即能拓宽其投资与资产管理组合、符合SHIFT25策略以创造经常性收入，也能抬升艾美娜工业园的地位。

冷对柔佛产业热潮

与积极进军数据中心相反，森那美产业对马来西亚市场另一个热火朝天的柔佛主题，表现得明显冷淡。虽然该公司在柔佛拥有土地，但阿兹米马力肯透露，该公司在当地并未规划大型项目，旗下地皮对产业开发，亦暂无战略作用。

“我们知道许多开发商，对柔州市场很是看好，我想这是公司会研究的方向；然而我们会聚焦的是，公司持有土地、或具备充分地库的地点。”

另一边厢，该公司则放眼在高楼住宅市场，扮演关键角色。

“我们期待在高楼住宅市场，成为重要的玩家，不过我们是要在旗下的战略地库，开发高楼住宅项目。”

这家发展商得高楼住宅项目，主要集中在雪隆地区，包括在吉隆坡乡野俱乐部（KLGCC)、阿拉白沙罗，以及梳邦再也。

目前森那美产业主要由3大业务贡献主要营收贡献，分别为工业项目（30%）、有地住宅（27%）、高楼住宅（25%）；阿兹米马力肯对此分配感到满意。

“对我们而言，目前各产业类型，各占营收的三分之一份额，是最佳的产品组合——这能让我们确保成本受控，也能让我们对市场需求作实验。”

海外项目面对挑战

而该公司在海外扩张的脚步，则面对较多挑战。

虽然英国巴特西发电站的开发项目获得了极高的认购率和出租率，不过财务总监刘穗庆仍表示：“英国的环境是很挑战的，因为当地利率成本高筑。”

她点出，该公司在当地面临的利率成本，翻涨了15倍，且截至本财年首季末，该公司仍未观察到英国利率下调。

阿兹米马力肯表明，当前会集中在马来西亚国内市场。

“这也能迎合官方政策，以在国内有更多发展。跟其他企业一样，我们当然会视乎那个市场更具吸引力，而让我们愿意投入资金。”

“就目前看来，我们看到的是，马来西亚国内具备更大的动力，促使我们投入资金去发展，而我们确实也在朝着此方向前进。”

Sime Darby Property to build, lease out data centre in RM2 bil deal

KUALA LUMPUR (May 23): Sime Darby Property Bhd (KL:SIMEPROP) said on Thursday it will build and lease out a hyperscale data centre at its Elmina Business Park in a deal worth RM2 billion, marking the group’s entry into the data centre segment.

The project is expected to begin in the second quarter of this year, and be completed in 2026, the developer said in a bourse filing. Once construction is completed, the group will sign a 20-year lease (initial term) with Pearl Computing Malaysia Sdn Bhd — a wholly-owned unit of Singapore-based Raiden APAC Pte Ltd — with options to renew for two additional five-year terms.

According to Sime Darby Property, Raiden APAC is part of an undisclosed multinational technology corporation, which is headquartered in the US.

“The rent during the lease period shall be determined based on the final gross development cost of the project, which is in turn to be determined upon the finalisation of the project’s final accounts. The total value of rent payable to the lessor by the lessee over the initial term of the lease is estimated to be up to RM2 billion,” its filing read.

The data centre in Malaysia will be situated on a 49-acre (19.83-hectare) site within the 1,500-acre Elmina Business Park, the largest freehold industrial park in the Klang Valley.

According to Sime Darby Property, the group and its flagship Elmina Business Park were chosen based on strategic merits, including the group’s 50-year track record in large-scale integrated projects, the park’s robust infrastructure and prime location, as well as the group’s financial strength, which assures long-term lease certainty.

Sime Darby Property group managing director Datuk Azmir Merican said the project aligns with the group’s SHIFT25 strategy to grow recurring income, enabling it to expand its investment and asset management portfolio.

“This facility will elevate the Elmina Business Park’s status as a premier industrial location for technology corporations, both local and international. This achievement reflects the effort invested in its realisation. We would also like to acknowledge local municipal authorities, government agencies, and utility providers who have supported us, as their contributions have been instrumental in advancing this project, which is of national significance,” he said in a statement.

Sime Darby Property expects revenue from the project to be recognised on commencement of the lease in the financial year ending Dec 31, 2026 (FY2026).

The developer’s share price closed at RM1.16 on Thursday — its highest in six years, giving it a market capitalisation of RM7.89 billion — after climbing nine sen or 8.41%, following better-than-expected first-quarter earnings. The stock has climbed over 87% year-to-date.

The group made a net profit of RM123.58 million for the first quarter ended March 31, 2024 (1QFY2024), more than double the RM60.67 million it made for the same quarter a year earlier, as revenue jumped 42.81% to RM978.69 million, from RM685.33 million previously, amid higher sales and successful project executions.

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