HONG KONG, Feb. 6, 2026 /PRNewswire/ -- CIMG Inc. ("CIMG" or the "Company") (Nasdaq: IMG), a business group specializing in digital health and sales development, which utilizes technologies and marketing networks to enhance its business partners' sales growth and commercial value, today announced that it has received the "High-Quality Listed Company Award" under the 2025 Caiwen Awards, in recognition of its performance in business strategy upgrades and sustainable value creation. The "High-Quality Listed C ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+光模块+芯片+军工！这家公司已成功参与多个商业航天项目配套，产品有给光模块厂家供样 并有小批量供货；②商业航天+AI应用+机器人+算力+军工！这家公司产品已在航天科技、航天科工等相关 企业成功应用；③机器人+光伏+液冷+锂电池+消费电子！公司签订4.8亿元机器人类业务合同。 前言 ...

格隆汇2月3日丨气派科技(688216.SH)近日接受特定对象调研时表示，受2020~2021年半导体行业爆发式 增长的影响，大量资本涌入，产能的无序扩张及行业去库存导致封测价格呈现大幅度下降；经过持续三 年多的去库存期，终端需求逐渐恢复增长，目前整体行业回暖，从2025年四季度开始订单逐步饱满。另 外随着AI、算力、存储等需求对先进封装产能要求较高，挤占了封测行业龙头的传统封装产能，行业 整体情况向好。从订单方面来看，公司目前来料订单创新高。 ...

Group 1 - AI companies are engaged in aggressive marketing during the Spring Festival, leading to increased demand for computing power [2][3] - Tencent's AI application, Yuanbao, experienced a temporary service disruption due to a surge in user traffic, but has since recovered [2] - Other AI firms, including Baidu and Alibaba, have launched significant cash red envelope campaigns, with Baidu offering a total of 500 million yuan and Alibaba investing 3 billion yuan in its promotions [2] Group 2 - The A-share computing power leasing sector saw notable stock price increases, with companies like Qunxing Toys and Litong Electronics hitting their daily price limits [3] - The marketing efforts by AI companies are driving traffic growth and drawing attention to the computing power segment that supports AI applications [3]

她认为，当下的各类基础大模型就好比是"天材地宝"般的原材料。无论技术路线如何演变，这些"原材 料"都需要放入算力这个"炼丹炉"中进行提炼和培育。 周超男指出，2025年行业主要聚焦于基础模型的构建，而2026年将进入"应用落地"的爆发期。经过"炼 丹炉"的训练，这些模型将进化为能够解决实际问题的"智能体"（AI Agents），标志着AI技术正式进入 应用的平滑期与成熟期。 1月27日，润泽科技董事长周超男在亚洲金融论坛上表示，在AI时代，算力已成为如同水、电一般的基 础性产业，并形象地将算力比作"太上老君的炼丹炉"。 ...

Core Viewpoint - The report from CITIC Securities anticipates continued growth in the computing power sector driven by sustained capital expenditures (Capex) from major CSPs, increasing demand for tokens, and continuous product capability enhancements [1] Group 1: Performance Outlook - The computing power sector's performance is expected to maintain a favorable growth trajectory through 2025 [1] - AI applications are projected to show structural highlights, particularly in areas such as AI fintech, AI healthcare, and AI data, with general agent applications also demonstrating resilient growth [1] - Overall profitability in the sector is likely to improve significantly [1] Group 2: Future Projections - Looking ahead to 2026, the computing power sector is expected to continue its favorable conditions, with AI applications poised to reach pivotal opportunities [1]

Group 1 - The core viewpoint of the article is that Beijing aims to strengthen its position as a global hub for artificial intelligence by enhancing its computing power infrastructure to meet the growing demand for intelligent computing resources [1] Group 2 - Beijing's plan includes achieving a cumulative computing power scale of approximately 200,000 PetaFLOPS by 2027, with 60,000 PetaFLOPS already built by the end of 2025 [1] - The "Galaxy Computing Corridor" project will be optimized to create a collaborative computing supply system across regions, focusing on areas near industrial clusters and renewable energy sources [1] - Key regions for the construction of super nodes and industry nodes include Yanqing-Mentougou-Fangshan, Changping-Haidian, and Yizhuang-Tongzhou [1] - Collaboration with Hebei's Zhangjiakou, Langfang, and Tianjin's Wuqing will establish a computing supply corridor around Beijing, encouraging telecom operators and major internet companies to build large-scale computing clusters [1] - The initiative will also expand into western regions such as Inner Mongolia, Ningxia, and Qinghai to support large-scale training computing clusters for international competition in foundational models [1]

Core Viewpoint - Chaopujian Digital Technology Co., Ltd. is preparing for an IPO, marking its emergence as a significant player in the computing power industry, particularly in the context of AI development in China [1][2]. Company Background - Chaopujian was established in September 2021 after Huawei spun off its X86 server business amid international pressures, with the company now controlled by Henan state-owned enterprises [2]. - The company retained key personnel from Huawei's server division and has quickly developed a product line that includes general servers, AI servers, and critical business servers [2][3]. Business Evolution - Chaopujian has transformed from a hardware supplier to a full-stack solution provider in the AI and data era, with strategic focuses on computing power, smart city solutions, and energy intelligence [3]. - The company has established a global presence with 10 R&D centers, 6 supply centers, and 6 global technical service centers, serving over 100 countries and regions [3]. Market Position and Financial Performance - Chaopujian ranks second in China's server market and sixth globally, with a compound annual growth rate of over 50% in overseas markets [5]. - The company reported sales revenue exceeding 10 billion yuan in 2022 and projected revenues of over 28 billion yuan in 2023 and over 40 billion yuan in 2024, with a target of 50 billion yuan for 2025 [5][6]. Investment and Valuation - Since its inception, Chaopujian has completed at least 8 rounds of financing, attracting over 30 VC/PE investors, with China Mobile's investment making it the second-largest shareholder [6][7]. - The company was valued at approximately 89.2 billion USD (about 620 billion yuan) in 2024, ranking 47th among global unicorns, with current estimates suggesting a valuation between 80 billion to 100 billion yuan [7][8]. Regional Development and Strategic Importance - Henan province has positioned itself as a key player in the AI and computing power sectors, transitioning from traditional agriculture to advanced computing capabilities [9][10]. - The establishment of infrastructure such as the Zhengzhou Supercomputing Center and the "Central Plains Computing Valley" reflects the region's commitment to developing a comprehensive computing power ecosystem [10][11]. Future Outlook - The province aims to enhance its computing power supply capabilities, with plans to build national supercomputing internet core nodes and achieve a computing power scale of over 94 EFlops by 2025 [11][12]. - The launch of the Henan Computing Power Industry Fund, with a total scale of 10 billion yuan, is expected to drive investments in digital infrastructure and advanced technologies [11].

Core Viewpoint - The AI sector is experiencing a collective pullback, particularly in the entrepreneurial board, with significant declines in AI application stocks, while the computing power segment shows localized activity and resilience [1][3][7]. Group 1: Market Performance - On the morning of the 15th, the entrepreneurial board's AI sector dropped over 3%, with notable declines in AI application stocks such as Yidian Tianxia and Yihualu, which faced trading halts and limit downs respectively [1][3]. - The entrepreneurial board AI ETF (159363), which focuses on "computing power + AI applications," saw a price drop of 3% with a trading volume exceeding 5 billion, indicating continued capital inflow with a net subscription of 140 million shares [1][3][7]. Group 2: Sector Catalysts - The entrepreneurial board's AI sector is poised for multiple catalysts, including accelerated commercialization of AI applications and a value reassessment in the computing power segment, particularly in IDC and optical modules [3][7]. - Recent developments in the AI industry, such as financing rounds for xAI and Anthropic, and the introduction of domestic "AI + manufacturing policies," are expected to drive new waves of AI application enthusiasm [3][7]. - The IDC sector is showing signs of a potential revaluation due to increased capital expenditure from major domestic companies and improvements in chip supply, suggesting a favorable investment window [3][7]. Group 3: Industry Outlook - The optical module sector is anticipated to experience a concentrated release of production capacity by Q1 2026, which could drive a new growth phase in performance [3][7]. - The entrepreneurial board AI ETF (159363) is structured to benefit directly from the commercialization explosion of AI technology, with approximately 60% of its portfolio allocated to computing power and 40% to AI applications [3][7][8].

The ChatGPT-maker is racing to secure more computing power, especially for responding to user queries. ...