BONC(SZ:300166) Zhong Zheng Wang·2025-10-15 13:14Core Insights - Oriental Yuhong has made significant progress in the intelligent computing center business, securing a data center cabinet leasing order from a leading internet client, highlighting its core advantages in rapid response and efficient delivery [1][2] - The Inner Mongolia intelligent computing center project is a key initiative with a total investment of approximately 4.5 billion, covering an area of 196 acres and planning for 12,000 high-density racks, aiming to support the digital economy in the northern region [1][2] Group 1 - The recent order covers two data center buildings in the intelligent computing park, enhancing the company's cabinet service supply capacity and driving performance growth [1] - The project includes the construction of six data center buildings and supporting energy facilities, with a total IT capacity of 200MW [1] - Three data center buildings are already in stable operation, with two more entering the delivery phase, positioning the company as a leader in the construction and operation of similar projects in North China [1] Group 2 - The company is planning and reserving future computing infrastructure while ensuring the current operations of the Hohhot intelligent computing center [2] - The company is aligning with national strategies by integrating green electricity resources and adopting advanced energy-saving solutions in its construction plans [2] - Over 70% of leading enterprises require a Power Usage Effectiveness (PUE) of ≤1.2 as a prerequisite for collaboration, and the company's green design and high-power density configurations meet mainstream market demands [2]