HONGBO(SZ:002229) Jie Mian Xin Wen·2025-03-24 07:17Core Insights - Hongbo Co., Ltd. (002229.SZ) collaborates with Zhengxin Investment to develop the Zhengxin Hongbo Smart Port Industrial Park, aiming to establish a leading computing power hub in Central China, supporting the national "Artificial Intelligence +" initiative [1][9] - The project has a total investment of nearly 3 billion yuan, with a computing power scale exceeding 5000P and a total construction area of 62,690.83 square meters, featuring two core "computing power towers" [1][3] - The industrial park will deploy over a thousand high-performance GPU servers and provide integrated training and inference services to meet diverse AI model computing needs [1][3] Project Details - The Zhengxin Hongbo Smart Port Industrial Park covers a total area of 94 acres, including two computing centers, two power centers, and various research and development facilities [3] - The project aims to create a dual-cluster architecture for heterogeneous training and inference, enhancing the region's computing power density and cost efficiency [3][5] - The park will also establish an AI innovation empowerment center and an AI enterprise incubation center, fostering collaboration between academia and industry [5][6] Strategic Importance - The project is positioned as a core engine for digital transformation in Zhengzhou and Central China, leveraging the strengths of Hongbo Co. and Zhengxin Investment to integrate advanced technologies like large models and AI agents [8][9] - The initiative is expected to significantly reduce R&D costs and cycles for universities and enterprises, promoting rapid technological iteration and supporting various sectors such as AIGC, industrial manufacturing, and smart agriculture [5][8] - The establishment of a regional computing center industry fund, with a scale of 100 million yuan, aims to attract and nurture outstanding entrepreneurial teams in the AI application field [6] Industry Context - The domestic AI industry is entering a new phase driven by open-source foundational models and AI agents, with significant cost reductions in key sectors such as finance and healthcare [7] - The demand for AI computing power is anticipated to surge as application scenarios accelerate, positioning the Zhengxin Hongbo Smart Port as a vital support for future AI computing needs in Central China [7][8] - The project aligns with the national push for "Artificial Intelligence +" and aims to create a replicable "Central China model" for computing infrastructure development [9]