Jin Rong Jie·2026-02-26 07:06Core Viewpoint - CIMC Group (02039) has seen its stock price rise over 8%, reaching a new high, driven by the increasing global demand for AI computing infrastructure and its innovative modular data center solutions [1] Group 1: Company Performance - As of the latest report, CIMC Group's stock is trading at HKD 12.41, with a trading volume of HKD 93.66 million [1] - The company has been focusing on modular data centers since 2013 and has successfully delivered the world's first ultra-large modular data center in 2024 [1] Group 2: Industry Context - The demand for AI computing infrastructure is surging, and CIMC Group's subsidiary, CIMC Shuneng, is leading the industry in rapidly deploying new paradigms through its integrated capabilities [1] - CIMC Shuneng has delivered over 1,000 megawatts and more than 17,000 modules globally, providing prefabricated data center technology and manufacturing services for clients in AI and cloud computing, with over 300 megawatts of capacity [1]