“戈壁油城”打造“算力新城” 上市公司掘金克拉玛依

Core Insights - The Karamay Cloud Computing Industrial Park has become a leading power center in Xinjiang, achieving a computing power scale of 17,000 P (1 P ≈ 10 quadrillion floating-point operations per second) by the end of last year [1] - The local government has set a target of reaching 100,000 P this year, leveraging its early advantages in information modernization and digital oilfield development [1][2] - The park has attracted significant investments, with over 180 enterprises settling in, and the core digital economy industry output value increasing from 598 million yuan in 2021 to 930 million yuan in 2024, with an average annual growth rate exceeding 10% [3] Cloud Computing Industrial Park - Karamay is located in the center of the Junggar Basin, with harsh natural conditions, but has developed into a new city after discovering oil [2] - The local government initiated digital city construction in 2008, leading to the establishment of the first digital oilfield in China and the cloud computing industrial park [2] - Major companies like Huawei and China Mobile have established data centers in Karamay, contributing to the growth of the cloud computing sector [2] Star Projects - Kelong Cloud Computing is a flagship project in the Karamay Cloud Computing Industrial Park, featuring a three-story data center with a total area of 9,720 square meters [4] - The project utilizes advanced cooling technology, achieving higher energy efficiency than industry standards [5] Investment and Financials - Kelong Cloud Computing is partially owned by Aored, which holds a 0.5% direct stake and a 39.8% indirect stake [5] - The project is expected to provide dedicated computing clusters to Aored by 2025, enhancing service offerings [5] Advantages and Challenges - Karamay benefits from lower electricity costs, with local industrial electricity prices at approximately 0.42 yuan per kWh, significantly cheaper than in eastern regions [8][9] - The city has abundant land resources and low relocation costs, making it attractive for data center development [10] - However, Karamay faces geographical disadvantages, such as longer latency times for data transmission compared to other regions [12][13] Future Prospects - The local government is actively seeking to reduce electricity costs further, aiming for a target of 0.35 yuan per kWh through green energy initiatives [11] - Karamay is positioning itself as a green data center hub, aiming to integrate with the national computing network and attract more businesses [13]