金开新能合同总额6912万元算力服务落地 一期算力集群已整体交付

Core Viewpoint - The announcement by Jinkai New Energy regarding its subsidiary Jinkai Yihu's contract with Wuwen Xinqiong marks a significant step in the integration of computing power and electricity, aiming to create new profit growth points through the development of green computing power [1][2]. Group 1: Contract and Deliverables - Jinkai Yihu signed a contract with Wuwen Xinqiong on January 27, 2023, to provide intelligent computing power and related resources, with a total rental amount of 69.12 million yuan for a service period of 12 months [1]. - The deployment and performance testing of high-performance computing server clusters have been successfully completed, and the first phase of the computing power cluster has been delivered and is now in the operational service phase [1]. Group 2: Company Strategy and Financials - Jinkai New Energy aims to transition from a single focus on power station construction and operation to becoming a comprehensive service provider in the "green electricity+" sector, supporting the development of its second main business [2]. - The company reported a revenue of 853 million yuan for Q1 2025, a year-on-year increase of 1.2%, while the net profit attributable to shareholders was 120 million yuan, a year-on-year decrease of 44.8%, primarily due to weather factors and photovoltaic power restrictions [2]. - The company is committed to developing the "green electricity + computing power" collaborative business model, which aligns with the new power system construction, and has already established computing power infrastructure projects in Xinjiang [2][3]. Group 3: Future Development Goals - The company plans to continue promoting the integration of renewable energy projects and green computing power, aiming to create high-value application scenarios under the "green electricity+" model and achieve scaled revenue as a development goal [3].