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周末利好!算力互联网大消息!绩优潜力股出炉
Zheng Quan Shi Bao Wang·2025-05-18 23:41

Core Viewpoint - The construction of the computing power internet in China aims to integrate dispersed computing resources, promote accessibility, and enhance efficiency in computing usage, thereby facilitating the application of AI across various industries and driving digital transformation [2][4]. Group 1: Development of Computing Power Internet - On May 17, major telecom operators in China, including China Telecom, China Mobile, and China Unicom, launched the construction of a computing power internet experimental network [2]. - The network will facilitate the interconnection of computing resources from the three telecom operators and nationwide distributed social computing resources, allowing users to flexibly purchase computing power as needed [2]. - As of now, 131 enterprises have identified 499 computing resource pools, aggregating 111.3 billion billion floating-point operations per second of intelligent computing resources [2][3]. Group 2: Industry Growth and Infrastructure - China's computing power infrastructure is rapidly developing, with the total scale ranking second globally, only behind the United States [3]. - The first domestic public service platform for computing interconnection was launched in July 2024, aimed at promoting interconnectivity and supporting the construction of a unified computing system [3]. - Key technologies related to computing scheduling, data flow, and computing identification have established industry, national, and international standards [3]. Group 3: Market Performance and Financials - The computing power sector has seen a significant turnaround in performance, with nearly 60 computing power concept stocks in the A-share market expected to achieve a revenue growth of 9.85% and a net profit growth of 9.46% in 2024 [5]. - Major telecom operators have experienced continuous revenue and net profit growth over the past five years, with China Mobile, China Telecom, and China Unicom's intelligent computing scales reaching 29.2 EFLOPS, 35 EFLOPS, and 17 EFLOPS respectively in 2024 [7]. - Companies like Tongfang Co. and Zhongji Xuchuang have reported net profit increases exceeding 100% in 2024, indicating strong operational results from their computing power services [7]. Group 4: Potential Growth Stocks - A list of 15 promising computing power concept stocks has been identified, with expected net profit growth exceeding 20% for 2025 and 2026 [8][9]. - Tianyuan Dike is projected to achieve a net profit increase of over 200% in 2025, while Yingweike is expected to see a 35% increase [8][9]. - Among these stocks, 13 have consistently paid dividends over the past three years, indicating a stable return for investors [9].