BONC(SZ:300166) Ge Long Hui·2025-10-24 07:07Core Viewpoint - Dongfang Guoxin (300166.SZ) focuses on providing computing power services rather than developing or producing computing power chips [1] Group 1: Business Model - The company has established a large-scale and efficient computing resource pool by procuring various GPU cards, including Nvidia 4090 and 5090 [1] - The platform supports compatibility with mainstream domestic AI acceleration chips such as Huawei Ascend and Moore Threads, offering comprehensive solutions that include domestic computing power based on customer needs [1] - The business model has gained wide market recognition, serving numerous universities, research institutions, and corporate clients [1] Group 2: Technological Development - The company aims to efficiently convert underlying chip capabilities into accessible computing power services through a leading computing scheduling platform, mature cloud service technology, and rich industry application experience [1] - Continuous attention will be paid to technological developments in the upstream and downstream of the industry chain to contribute to the prosperity and self-control of the domestic computing power ecosystem [1]