GDHEC CO.,LTD(600673) 证券时报网·2025-02-15 12:37Core Viewpoint - The collaboration between Shaoguan City and Dongyangguang Technology aims to establish a world-class computing power city in South China, focusing on the development of data centers and AI technology, enhancing energy efficiency and sustainability in the industry [1][6]. Group 1: Strategic Collaboration - Shaoguan City government and Dongyangguang signed a strategic cooperation framework to promote liquid cooling solutions and supercapacitors in data centers, enhancing energy efficiency and stability [1]. - Dongyangguang will establish a manufacturing base for liquid cooling equipment in Shaoguan, producing key components such as cold plates and cooling modules [1][2]. - The partnership will also focus on developing industry standards for liquid cooling technology, aiming to position Dongyangguang as a leading provider in this sector [1][2]. Group 2: AI and Innovation Development - The collaboration will create an AI innovation development hub, establishing a research center focused on AI algorithm optimization and model training acceleration [2][4]. - Dongyangguang plans to integrate AI technology into its operations, enhancing research efficiency and establishing a smart manufacturing system [4][5]. - The company aims to leverage AI to support the stable operation of its supercapacitors, aligning with the growing demand in the digital economy [4]. Group 3: Industry Positioning and Market Strategy - Dongyangguang is positioning itself to capture the AI data center market, enhancing its competitiveness through a complete industrial chain in liquid cooling and supercapacitors [2][6]. - The strategic cooperation is seen as a critical step for Dongyangguang to scale its leading technologies and deepen collaboration with upstream and downstream industry players [6][9]. - The Shaoguan data center cluster is projected to host 500,000 standard racks and 5 million servers by 2025, with an investment exceeding 50 billion yuan, serving as a key player in the national computing power layout [8]. Group 4: Regional Advantages and Infrastructure - Shaoguan's strategic location, geological safety, and abundant green electricity make it an ideal hub for data centers, supporting the "East Data West Computing" initiative [7][8]. - The city has already attracted significant investments, including 22 computing center projects with a total investment of 62.1 billion yuan [8]. - The collaboration aims to optimize the computing power layout in South China and enhance the region's digital economy capabilities [8][9].