China Bester (SH:603220) Ge Long Hui·2025-10-22 07:07Core Viewpoint - Zhongbei Communication has signed a strategic cooperation agreement with Inner Mongolia Unicom, focusing on key areas such as government and enterprise informationization, cloud computing, artificial intelligence, and new energy [1] Group 1: Strategic Developments - The company is in-depth discussions regarding cooperation plans in critical fields [1] - The company has indicated stable development in its intelligent computing business and plans to advance the construction of the second phase of the Hefei Intelligent Computing Center [1] Group 2: Business Performance - The intelligent computing business has made breakthroughs, completing the national business layout of intelligent computing clusters and continuing to increase investments [1] - The construction of AI infrastructure is entering a new peak, with the company expected to benefit significantly from the industry's high prosperity due to its strong foundation in 5G new infrastructure and precise strategic positioning in intelligent computing [1] Group 3: Financial Projections - Due to increased capital expenditures from investments in computing equipment and fixed assets, the company has adjusted its profit expectations [1] - Revenue projections for 2025-2027 are estimated at 3.4 billion, 4 billion, and 4.5 billion yuan, with net profit attributable to the parent company at 220 million, 320 million, and 440 million yuan, corresponding to PE ratios of 45, 32, and 23 times [1] - The company maintains a "buy" rating [1]