Core Viewpoint - Cloud Factory (02512) has seen a stock increase of over 5%, currently trading at 5.17 HKD with a transaction volume of 22.62 million HKD, indicating positive market sentiment towards the company and its strategic initiatives [1] Industry Summary - The Ministry of Industry and Information Technology (MIIT) reported that as of June 30, 2025, China has 10.85 million operational standard racks in computing power centers, with an intelligent computing power scale of 788 EFLOPS. Future policies will focus on optimizing the layout of computing infrastructure and guiding local governments in establishing intelligent computing facilities [1] - The MIIT's initiatives are expected to address local challenges regarding the establishment and construction of intelligent computing centers, potentially accelerating their development [1] Company Summary - Cloud Factory has announced a joint venture agreement with Shannon Chip, with a registered capital of 120 million RMB aimed at expanding the intelligent computing service market. The company believes that this new business aligns well with its existing operations and will create synergistic effects for overall business development [1] - The company has observed a stable growth in demand for computing resources and processing capabilities from its existing clients, indicating a robust market for its services [1] - Cloud Factory leverages its long-term technical expertise, continuous investment in parallel computing, a mature supply chain system, and a self-developed resource scheduling platform to provide intelligent computing services [1]
港股异动 | 云工场(02512)涨超5% 国内智算加速布局 公司与香农芯创成立合资开拓智算服务市场