Core Viewpoint - The computing power leasing concept is experiencing significant growth, with Hongjing Technology's stock price reaching a peak increase of 14.28% to 82.91 yuan per share as of January 14 [1] Group 1: Industry Insights - According to a report from Zhongyou Securities, major domestic companies like ByteDance are accelerating investments, which is expected to increase the scale of intelligent computing centers (AIDC) and computing power procurement [1] - The internet data center (IDC) industry is anticipated to enter a phase of "order recovery - concentrated delivery - increased shelving rate - profit release" by 2026, driven by new AI-driven demand and policy support [1] Group 2: Company Overview - Hongjing Technology's main business includes smart city and computing power service operations, which encompass system design, equipment supply, adjustment, installation, debugging, and operational services for computing power clusters [1] - The company retains control over the computing clusters after completion, providing computing power services and recognizing revenue monthly during the operational period [1] - Hongjing Technology is also developing computing power platforms and application services based on intelligent computing cluster scheduling technology, with some projects already implemented [1]
个股异动 | 宏景科技午后强势拉升 算力设备运营与平台开发双轮驱动