BONC(SZ:300166) Zhong Guo Zheng Quan Bao·2025-09-05 13:25Core Viewpoint - Dongfang Guoxin's acquisition of a controlling stake in Shituo Cloud marks a significant strategic move in the intelligent computing sector, enhancing its service system and creating a synergistic effect between the two companies [2][6] Company Overview - Shituo Cloud, the largest C-end AI computing cloud platform in China, offers services including C-end computing retail, AI cloud computing, and AI server hardware design and production [3][5] - The platform's core product, AutoDL.com, has accumulated over 700,000 registered users and serves more than 6000 enterprises, providing affordable and flexible AI cloud computing services [4][5] Strategic Synergy - The acquisition is expected to create a "dual empowerment" effect, where Dongfang Guoxin can leverage its enterprise market experience to drive demand for Shituo Cloud's services, while Shituo Cloud provides a neutral computing platform for algorithm development [2][6][7] - The collaboration aims to address the growing demand for computing resources in both C-end and B-end markets, enhancing service quality and expanding market reach [2][6][7] Market Potential - The intelligent computing market is experiencing significant growth, with Shituo Cloud projected to achieve revenues of 185 million yuan in 2024, reflecting an 87.24% year-on-year increase [8] - The global AI computing market is expected to exceed $75 billion in 2024 and reach over $350 billion by 2025, driven by the increasing demand for AI applications [8][9] Future Outlook - Shituo Cloud plans to expand its market presence by targeting the C-end computing retail sector, which is currently underdeveloped but has substantial growth potential [9][10] - The company aims to establish itself as an essential infrastructure provider in the internet space, similar to ride-hailing and food delivery services, with revenue targets of 2-3 billion yuan in the next five years [10]