每经AI快讯，有投资者在投资者互动平台提问：公司是否会参加8月举办的中国算力大会？ 协创数据（300857.SZ）8月19日在投资者互动平台表示，公司目前没有计划参加此次中国算力大会。 （文章来源：每日经济新闻） ...

Core Viewpoint - Recently, Xiechuang Zhican (Ulanqab) Big Data Co., Ltd. was established with a registered capital of 100 million RMB, focusing on big data services, data processing, and cloud computing equipment sales and manufacturing [1][2]. Company Information - The legal representative of the company is Pan Wenjun [1][2]. - The company is wholly owned by Xiechuang Data (300857) [1]. - The company is registered as a limited liability company and is located in Ulanqab City, Inner Mongolia [2]. Business Scope - The business scope includes big data services, data processing and storage support services, cloud computing equipment sales, and manufacturing [1][2]. - Additional services include technology services, industrial internet data services, software development, and information system integration services [2].

Group 1 - The core point of the article is the establishment of Xiechuang Zhican (Ulanqab) Big Data Co., Ltd. with a registered capital of 100 million yuan, focusing on various technology services [1] - The company's business scope includes artificial intelligence application software development, digital technology services, artificial intelligence theory and algorithm software development, and Internet of Things technology research and development [1] - Xiechuang Zhican is wholly owned by Xiechuang Data, indicating a strong backing and potential for growth in the big data and AI sectors [1]

8月18日，AI产业链集体爆发，截至10:22，算力含量高的创业板人工智能指数(970070)强势上涨4.46%，成分股华策影视(300133)上涨19.35%，芒果超媒 (300413)上涨18.62%，锐捷网络(301165)上涨17.28%，中际旭创(300308)，协创数据(300857)等个股跟涨。相关ETF中，费率最低的创业板人工智能ETF华夏 (159381)上涨4.24%，最新价报1.33元。拉长时间看，截至2025年8月15日，创业板人工智能ETF华夏近1周累计上涨10.21%。 流动性方面，创业板人工智能ETF华夏盘中换手43.01%，成交8302.73万元，市场交投活跃。拉长时间看，截至8月15日，创业板人工智能ETF华夏近1周日均 成交1.08亿元。资金踊跃布局AI高景气赛道，wind数据显示，创业板人工智能ETF华夏盘中获得资金申购。 国泰海通证券表示，2024 年初，我国日均推理代币的消耗量为1 千亿，截至2025年6 月底，日均推理代币消耗量已经突破30 万亿，1 年半时间增长了300 多 倍，这反映了我国人工智能应用规模的快速增长。模型思考深度提升、多模态等对算力提出更高的要求 ...

Group 1 - The A-share market for consumer electronics stocks showed strong performance, with notable increases in share prices for several companies [1] - Hongfuhuan saw a rise of over 14%, while Aohai Technology hit the 10% limit up, indicating robust investor interest [1] - Other companies such as Feiwo Tai, Goer Tech, Fuliwang, and Lingyi Technology also experienced significant gains, with increases exceeding 8% [1] Group 2 - A detailed table lists various companies along with their stock codes, price changes, total market capitalization, and year-to-date performance [2] - Aokai Ai had a price increase of 14.25% with a total market value of 5.829 billion [2] - Aohai Technology recorded a 9.99% increase, bringing its market cap to 15.1 billion, and a year-to-date increase of 36.97% [2] - Feiwo Tai's stock rose by 8.34%, with a market cap of 6.974 billion and a year-to-date increase of 33.96% [2] - Goer Tech's stock increased by 8.08%, with a market cap of 98.6 billion and a year-to-date increase of 10.19% [2] - Fuliwang's stock rose by 8.01%, with a market cap of 7.202 billion and a remarkable year-to-date increase of 88.10% [2] - Lingyi Technology's stock increased by 8.00%, with a market cap of 76.6 billion and a year-to-date increase of 36.96% [2]

费率方面，AI人工智能ETF管理费率为0.15%，托管费率为0.05%，费率在可比基金中最低。 跟踪精度方面，截至2025年8月15日，AI人工智能ETF近1月跟踪误差为0.006%，在可比基金中跟踪精度最高。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作 为指数样本，以反映人工智能主题上市公司证券的整体表现。 数据显示，截至2025年7月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创(300308)、新易盛(300502)、寒武纪(688256)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、中科曙光(603019)、澜起科技(688008)、金山办公(688111)、浪潮信息(000977)，前十大权重股合计占比 55.52%。 截至2025年8月18日 09:54，中证人工智能主题指数(930713)强势上涨2.31%，成分股石头科技(688169)上涨11.27%，协创数据(300857)上涨7.99%，大华股份 (002236)上涨6.96%，恒 ...

Group 1 - The consumer electronics sector in the A-share market has shown strong performance, with notable gains in several stocks [1] - Hongfuhuan increased by over 14%, while Aohai Technology hit the 10% limit up, indicating robust investor interest [1] - Other companies such as Feiwo Tai, Goer Tech, and Fuliwang also experienced significant increases, with gains exceeding 8% [1] Group 2 - A detailed table lists various companies, their stock codes, percentage increases, total market capitalization, and year-to-date performance [2] - For instance, Aojian Trade (301086) saw a rise of 14.25% with a market cap of 5.829 billion, and a year-to-date increase of 29.62% [2] - Aohai Technology (002993) recorded a 9.99% increase, with a market cap of 15.1 billion and a year-to-date rise of 36.97% [2]

Core Viewpoint - The company, Xiechuang Data, is making a significant move in the computing power sector with a procurement contract worth up to 1.2 billion yuan, indicating its aggressive expansion strategy in the rapidly growing market for computing power services [1][6]. Company Overview - Founded in 2005 by founder Geng Kangming, Xiechuang Data initially focused on computer storage products and has since expanded its product line to include mobile and tablet motherboards, becoming a key player in the smart manufacturing sector [3]. - The company has shown consistent growth, with revenue increasing from 839 million yuan in 2016 to 7.41 billion yuan in 2024, and net profit rising from 30 million yuan to 692 million yuan during the same period [6]. Recent Developments - On August 15, 2023, Xiechuang Data announced plans to procure servers from multiple suppliers, with a total contract value not exceeding 1.2 billion yuan, primarily aimed at enhancing its computing power rental services [1][6]. - The company's asset scale has seen remarkable growth, increasing from 7.305 billion yuan at the end of 2024 to 15.044 billion yuan by mid-2025, reflecting a doubling in just six months [1][5]. Strategic Decisions - Geng Kangming has made three critical strategic decisions throughout his career, transitioning from computer cases to memory bars and then to storage devices and smart terminals, which have all contributed to the company's rapid growth [1][2]. - The company is actively pursuing partnerships with major clients, including Tencent, and has successfully participated in significant project bids, such as the China Unicom computing power service procurement project [5]. Market Position - Xiechuang Data's revenue is heavily reliant on its data storage devices and IoT smart terminals, which together account for over 90% of its total revenue [3]. - The company’s stock price has seen significant appreciation since its IPO, with shares reaching a peak of over 100 yuan, reflecting strong market confidence in its growth trajectory [6].

Core Viewpoint - The emerging business model of computing power leasing allows companies to acquire necessary computing power without the burden of building expensive facilities, providing a cost-effective solution for small and medium-sized enterprises in the context of the booming AI industry [1] Industry Overview - National policies are continuously supporting the computing power leasing industry, with initiatives like the "East Data West Computing" project and encouragement for internet platforms to assist SMEs in expanding overseas [2] - The computing power leasing sector is experiencing rapid growth, attracting major players such as Alibaba Group and Yunsai Zhiliang, with various strategies including self-built data centers, hardware agency, and customized services for specific industries [2] Market Activity - In August, Jinkai New Energy announced a contract worth 69.12 million yuan for computing power leasing services, marking a significant order in the sector [3] - Hainan Huatie signed a strategic cooperation agreement with Haima Cloud for a total rental amount of 1 billion yuan for GPU computing resources [3] Investment Trends - Xiechuang Data has made substantial investments in computing power leasing, planning to purchase servers worth 3 billion yuan in March and 4 billion yuan in May, totaling over 8 billion yuan in a few months [4] - In August, Xiechuang Data announced another procurement plan not exceeding 1.2 billion yuan for servers to enhance its computing power leasing services [5] Market Growth Projections - The computing power leasing market is expected to exceed 100 billion yuan by 2025, with potential revenue reaching 260 billion yuan by 2026, growing at an annual rate of over 20% [6] Company Performance - Several companies in the computing power leasing sector reported positive half-year results, with all four listed companies disclosing net profit growth [7] - Shuguang Information achieved a net profit of 731 million yuan in the first half of 2025, a year-on-year increase of 29.89% [7] - Hongbo Co. is expected to turn a profit due to the successful completion of its computing power project [7] Future Outlook - The computing power leasing industry is anticipated to maintain a high growth trajectory, supported by ongoing policy incentives and advancements in chip technology and cloud computing [7]

Group 1 - The core point of the article is that Xichuang Data announced the approval of multiple proposals, including the asset purchase proposal, during the third meeting of its fourth board of directors [2] Group 2 - The announcement was made on the evening of August 15 [2] - The board's decision reflects the company's strategic direction and potential growth opportunities through asset acquisition [2] - The specific details of the asset purchase and its implications for the company's financial performance were not disclosed in the announcement [2]