Luoman Technologies(SH:605289) Zheng Quan Shi Bao Wang·2025-12-17 03:20Core Insights - The strategic cooperation agreement between Shanghai Wutongshu High-tech Co., Ltd. and Sichuan Tianfu Cloud Data Technology Co., Ltd. involves a total investment of nearly 60 billion yuan, focusing on green computing infrastructure and operational systems [1] - The project aims to establish a leading green computing hub and AI industry base in China, leveraging Sichuan's green energy resources and data platform capabilities [1][2] - The first phase of the project will construct a 20,000-card computing cluster, expected to be operational by mid-2027, serving various innovative application scenarios [1] Company Overview - Tianfu Cloud, established in December 2020 with a registered capital of 300 million yuan, is a wholly-owned subsidiary of Sichuan Data Group, which is controlled by the Sichuan Provincial State-owned Assets Supervision and Administration Commission [2] - The company focuses on IDC services and aims to promote the development of Sichuan's digital industry through innovative applications in big data, cloud computing, and IoT [2] Project Details - The overall project will involve the construction of a 100,000-card computing cluster with a supporting 1GW of new energy installations, implemented in three phases [1] - The Sichuan Energy Investment Tianfu Cloud Data Industry Base project, which Tianfu Cloud is responsible for, has a planned total investment of 10 billion yuan and aims to establish a large-scale blockchain data center and innovation center by 2030 [2] Policy Support - The Sichuan Provincial Development and Reform Commission has issued opinions to support the integration of computing power and green electricity, promoting collaborative development of computing and green energy projects [3] - Recent policies include the construction of computing power clusters in various regions and increasing the supply of green electricity for intelligent computing centers [3] Market Dynamics - The acquisition of Wutongshu by Roman Holdings has positioned it to benefit from the growing demand in the intelligent computing sector, with significant increases in core business order volumes reported [4] - Roman Holdings' strategic focus includes embracing AI technologies and integrating them into urban and energy scenarios, which has positively impacted its stock performance [5]