Sharetronic(SZ:300857) Zheng Quan Shi Bao Wang·2025-12-17 06:37Core Insights - Company announced plans to invest up to 9 billion yuan in server procurement to enhance cloud computing service capabilities [1] - Strategic collaboration established with Guangwei Technology and Guangjia Technology to enter the optical chip and module market [2] - Company is positioned as a certified partner of NVIDIA, providing a competitive edge in resource acquisition and networking capabilities [1] Group 1: Investment and Growth - The server procurement will be entirely dedicated to providing cloud computing services, with over 20 billion yuan already invested in server purchases this year [1] - Fixed assets reached nearly 6.2 billion yuan by Q3 2025, a significant increase from over 700 million yuan in the same period last year [1] - The company is expanding its infrastructure rapidly to support the high growth of cloud computing business [1] Group 2: Strategic Partnerships - Collaboration with Guangwei Technology and Guangjia Technology focuses on technology cooperation and market expansion in the optical chip and module sectors [2] - The partnership aims to leverage the strengths of each company, with Guangwei specializing in optical chip production and Guangjia in high-end optical modules [2] - The demand for AI computing is driving the expansion of the optical module market, with significant growth expected between 2026 and 2027 [2] Group 3: Future Outlook - The company is set to benefit from the increasing demand for AI computing, supported by ongoing rental orders and multi-track strategies [2] - A loan of up to 500 million yuan will be secured from the controlling shareholder to support operational development and project implementation [2] - The strategic moves indicate a shift from AIoT to becoming a core player in computing infrastructure [2]