CRUN(SZ:002272) Zhong Zheng Wang·2025-11-06 12:49Core Insights - Sichuan Chuanrun Co., Ltd. and Siemens (China) Co., Ltd. signed a strategic cooperation agreement during the 8th China International Import Expo, focusing on AI computing power, data centers, zero-carbon energy solutions, and industrial AI integration to promote high-quality development in the green digital industry [1][2] Group 1: Strategic Cooperation Focus - The collaboration will leverage the explosive growth in global AI computing power demand and the acceleration of zero-carbon energy initiatives under the "dual carbon" goals, aligning with current market development directions [2] - The partnership aims to create high-performance, low Power Usage Effectiveness (PUE) green computing solutions and replicable zero-carbon benchmark projects, enhancing economic solutions for the industry [2][3] Group 2: Three Key Areas of Cooperation - The first focus area is green computing infrastructure, where Chuanrun will utilize its liquid cooling technology (with a PUE as low as 1.05 and reliability of 5000 insertions without leakage) combined with Siemens' smart microgrid and AI algorithms to address high energy consumption in AI data centers [3] - The second area involves the large-scale implementation of zero-carbon parks, integrating Chuanrun's energy power system capabilities with Siemens' energy carbon management platform to create efficient and energy-saving zero-carbon park models [3] - The third area is AI innovation applications, where both companies will establish a joint laboratory for smart microgrids and zero-carbon technologies to develop predictive maintenance and carbon management services, tapping into the digital market potential [3] Group 3: Long-term Value Enhancement - Siemens' Digital Empowerment Center manager expressed enthusiasm for collaborating with Chuanrun, highlighting the impressive potential and speed of the Chinese market in green computing and zero-carbon energy transition [4] - Chuanrun's president noted that the partnership will accelerate the company's strategic upgrade in green energy equipment and digital services, aiming to create a first-mover advantage in emerging sectors like AI computing liquid cooling and green energy [4] - The collaboration is expected to strengthen Chuanrun's position in high-end energy equipment and provide a certain momentum for long-term growth through joint technological innovations and benchmark project implementations [4]