On December 4, data elements, computing power leasing, etc. had a strong trend, among them, Yinzhijie (300085SZ) rose 20%, and Deep Sanda A (000032SZ), Dragon Media (605577SH) rose 10%, and Sitech (300608SZ) rose 925%, Sugon (603019SH) up 464%。
On the news side, the "Data Asset Confirmation Work Guide" led by the Zhejiang Provincial Department of Finance and the Zhejiang Provincial Institute of Standardization was officially released. Driven by policies, the data industry is on the rise. China is the first country in the world to establish data as a factor of production, and in the era of digital economy, data is similar to the "oil" of the industrial age, which is of great strategic significance.
In addition, the computing power industry is also booming, and the current AI technology is changing with each passing day, and the global "model war" has caused a significant increase in the demand for upstream data, which has further pushed up the market's expectations for computing power demand.
It is reported that due to the recent restrictions on the export of many of NVIDIA's chips, the shipment date of H20 chips specifically for the Chinese market has also been postponed. An industry insider said, "Many Nvidia computing cards have risen by an average of 1."5-2 times".
Hardware cost ** transmitted to computing power leasing**, in mid-November, Winner Technology (300609SZ) announced that its high-performance server computing service fees embedded with NVIDIA A100 chips will be increased by 100%. Hengrun shares (603985.)SH) also said, "Now there is only stock of graphics cards, and the company's computing power leasing** has also been raised according to market changes, and the spot price increase may be 40%-50% according to the market price." ”
Under the bottleneck of computing power, many listed companies are gearing up and have joined the hot track of computing power leasing.
A more typical one is Zhongbei Communication (603220SH), the company is an important service provider of China Mobile, China Telecom, China Unicom and China Tower, and its business scope includes 5G new infrastructure and smart cities.
From 2020 to 2022, Zhongbei Communications achieved revenue of 206.7 billion yuan, 264.1 billion yuan, 264.3 billion yuan, and the net profit attributable to the parent company in the same period was 05.7 billion yuan, 18.2 billion yuan, 10.9 billion yuan, the profit performance is comparable to a roller coaster.
In the first three quarters of this year, the company's operating income was 199 billion yuan, a year-on-year increase of 2076%, and the net profit attributable to the parent company was 10.1 billion yuan, a year-on-year increase of 5023%, the steady increase in operator business led to the recovery of performance.
Zhongbei communication has been trying to create a new profit growth point, in the AI tuyere, the company with its own technical advantages in the field of communications, officially cut into the computing power leasing business.
On September 7, Zhongbei Communications announced that the company signed a computing power service framework agreement with Qinghai Unicom to provide AI computing power services to the latter. On November 15, Zhongbei Communication signed a framework agreement with Zhongke Xinyuan on computing power service technical services, of which the contract amount is about 34.6 billion yuan.
At the same time, the company is also actively promoting the construction of computing power center. At the end of August, the company announced that it planned to invest in the construction of Zhongbei Communication Hefei Intelligent Computing Center project in Shushan District, Hefei, with a total planned investment of about 8500 million yuan, in October, Zhongbei Communication announced plans to build a low-carbon AI computing center and other projects, with a total investment of about 5.5 billion yuan.
The company emphasized that it is necessary to accelerate the implementation of the "Double Ten Thousand Strategy" of intelligent computing, realize the service capability of 10,000 GPU clusters and 10,000P computing power, and plan to provide services with 5,000P AI computing power within the year.
With a series of layout actions, the stock price of Zhongbei Communication has been rising since mid-August, with a maximum increase of more than 200% during the period, which can be called a dark horse in the computing power leasing track. With the gradual implementation of the above-mentioned computing power contract, the company's performance is expected to stand on a higher platform.
In addition to Zhongbei Communications, there are many cross-border players in the A** field.
At the end of September, Lotus Health (600186SH) company announced that with 6The total price of 9.3 billion yuan purchased 330 NVIDIA H800GPU series computing power servers, officially announcing the cross-border computing power field. According to the data, the company's original main products include "Lotus" brand monosodium glutamate, "Lotus" brand chicken essence, and "Jiupinxiang" seasoning-based condiment series.
The company said that by the end of 2024, it will invest in the construction of 5,000p intelligent computing centers in several computing nodes in China, and by the end of 2026, it will invest in the construction of about 30,000p intelligent computing power clusters.
In addition, on October 17, flange and forging manufacturer Hengrun Co., Ltd. (603985SH) disclosed that its holding subsidiary, Shanghai Runliuchi Technology, intends to spend more than 200 million yuan to purchase computing power servers and supporting equipment from Shang A.
On the same day, ST Ruide (600666., which is mainly engaged in sapphire crystal materials and other businessesSH) announced that the company plans to invest in the construction of computing power clusters to provide computing power leasing services to customers, with a project investment of about 17.9 billion yuan, the funds are mainly used for the purchase of servers, switches, network cards and supporting software and hardware equipment.
Epilogue——
It is worth noting that computing power leasing seems to be a blue ocean, but the industry entry threshold is low, as long as you have the money to buy a card, network configuration technology and operation and maintenance experience, the market competition may be very fierce in the future.
In addition, downstream technology giants also have a tendency to build their own computing power centers, and many listed companies are pouring into the computing power track, which is not necessarily a good phenomenon.
This article is from: Finet.