China Bester (SH:603220) Chang Jiang Shang Bao·2026-01-08 00:05Core Viewpoint - Zhongbei Communication (603220.SH) is transitioning from "5G infrastructure" to "computing power dark horse," with the launch of its AI Industrial Park marking a significant step in its strategy of "new infrastructure + artificial intelligence + new energy" [1][3]. Group 1: AI Industrial Park Launch - The AI Industrial Park, which includes the Shibei Qiyuan AI Incubation Center, has officially opened, with eight high-quality AI companies signing on as the first batch of tenants [1]. - The park aims to establish a complete closed loop of "incubation cultivation - industrial landing - ecological collaboration," with plans to incubate over 50 AI companies by 2028, creating a total valuation exceeding 10 billion yuan [2]. Group 2: Strategic Intent and Financial Performance - Zhongbei Communication has faced challenges in the traditional communication service sector, leading to a strategic shift towards the intelligent computing field, with a reported revenue of 297 million yuan from its intelligent computing services in the first half of 2025, reflecting a year-on-year growth of 498.21% [3]. - The establishment of the AI Industrial Park is a key move for Zhongbei Communication to build a "moat," transitioning from a pure computing power service provider to a "computing power investor" [3][4]. Group 3: Investment and Support Mechanisms - The park plans to set up a 50 million yuan angel fund to provide full-cycle financial support in collaboration with top venture capital institutions, enhancing the ecosystem for incubated companies [2][3]. - The full-chain services offered by the park are expected to shorten project validation cycles by over 50%, making it highly attractive for startups [4].