弘信电子“牵手”庆阳市政府，欲斥资128亿元加码算力

Core Viewpoint - Hongxin Electronics announced a collaboration with the People's Government of Qingyang to jointly sign an investment framework agreement for the "Suihong Qingyang Green Intelligent Digital Infrastructure Project," with a total investment expected to reach 12.8 billion yuan [1] Group 1: Project Details - The project will be implemented in phases, covering a total planned area of approximately 500 acres [1] - Key construction focuses on five strategic sectors: high-performance intelligent computing centers, high-performance computing server modifications and support bases, a high-performance domestic computing adaptation research institute, a national computing scheduling platform for the "East Data West Computing" initiative, and a trusted data space for the national integrated computing network in Qingyang [1] Group 2: Strategic Importance - The collaboration represents a strong alliance between industrial resources and regional strategy, addressing the exponential growth in computing power demand from Hongxin Electronics' core clients [1] - Qingyang is strategically positioned as one of the eight hubs in the national "East Data West Computing" project, highlighting its importance in computing infrastructure development [1] Group 3: Financial Performance - Hongxin Electronics reported total revenue of 5.875 billion yuan in 2024, a year-on-year increase of 68.91%, and a net profit of 56.81 million yuan, marking a turnaround from three consecutive years of losses [2] - The company's "ALL in AI" strategy led to a significant increase in computing power-related revenue, which reached 1.988 billion yuan in 2024, a nearly 53-fold increase year-on-year, accounting for 33.84% of total revenue [2] - The gross margin for the computing power segment was 19.72%, an increase of 25.32 percentage points year-on-year, indicating a substantial improvement in profitability [2]