证券日报网讯朗科科技（300042）7月31日在互动平台回答投资者提问时表示，公司立足于数据存储领 域基本盘，围绕韶关数据中心集群建设的发展机遇，积极向存储及算力产业链上下游领域进行拓展布 局。公司对未来发展充满信心，当前进度未达预期受多重客观因素交织影响。公司将继续积极推进与各 方的合作与交流，并在合规的框架内及时披露相关进展。 ...

每经AI快讯，7月30日，数据储存提供商希捷科技(STX)股价在盘前交易中下跌约7%，此前该公司发布 的一季度收入及盈利低于预期。 ...

数据储存提供商希捷科技(STX)股价在盘前交易中下跌约7%，此前该公司季度收入及盈利低于预期。 ...

智通财经7月30日电，数据储存提供商希捷科技（STX）股价在盘前交易中下跌约7%，此前该公司发布 的一季度收入及盈利低于预期。 ...

Group 1 - The IPO acceptance situation for the first half of the year shows a peak in June 2025, with a total of 177 IPO companies accepted by the three major exchanges [2] - Among the accepted IPOs, the Beijing Stock Exchange had the highest number with 115 companies, accounting for 65% of the total, while the Shanghai and Shenzhen main boards accepted 20 companies, the Sci-Tech Innovation Board accepted 21 companies, and the Growth Enterprise Market accepted 21 companies [2] - The 21 IPO companies accepted by the Growth Enterprise Market reported a total of 35.11 billion yuan in net profit for 2024, with an average of 1.67 billion yuan and a median of 1.50 billion yuan [2] Group 2 - The top three companies in terms of net profit for 2024 are Nanwang Digital, Sanrui Intelligent, and Hongming Electronics, with net profits of 5.62 billion yuan, 3.21 billion yuan, and 2.77 billion yuan respectively [2] - Dapu Micro is the only company reporting a loss, with a net profit of -1.95 billion yuan for 2024, marking it as the first unprofitable company to have its IPO application accepted on the Growth Enterprise Market [2][3] - Dapu Micro specializes in the research and sales of enterprise-level solid-state drives (SSDs) and has a self-developed main control chip with over 70% of its shipments using this technology [3]

Core Viewpoint - The company, Xiechuang Data, is initiating preparations for overseas share issuance and listing on the Hong Kong Stock Exchange to enhance its international strategy and financing capabilities [1] Group 1: Business Expansion and Financial Performance - Xiechuang Data's product offerings include data storage devices, AIoT smart terminals, server remanufacturing, and cloud services, with steady growth in traditional data storage and AIoT terminal businesses [1] - In Q1 2025, the company reported a revenue of 2.077 billion yuan and a net profit of 165 million yuan, indicating a strong growth trend [1] - The company has invested significantly in computing power, with 3 billion yuan and 4 billion yuan allocated for server procurement and capital increase for its subsidiary, Xiechuang Cloud Computing [1][2] Group 2: Support and Strategic Initiatives - The controlling shareholder, Xiechuang Wisdom, is providing financial support of up to 1.5 billion yuan in loans to the company and its subsidiaries, with 900 million yuan already provided [2] - Xiechuang Data is focusing on enhancing its AI computing power cloud services and has launched the FCloud intelligent training and pushing innovation platform for various industries [2] - The company has established partnerships with several firms, including China Mobile International, to promote its AI technology and services [3] Group 3: Future Outlook and Investments - The company aims to increase the penetration of AI technology in its business areas and is actively pursuing opportunities in the AI development wave [3] - Investments in cloud computing, smart stores, e-commerce SaaS, and server remanufacturing are expected to yield growth in traditional business orders and intelligent computing and cloud service revenues in Q3 and Q4 of 2025 [3]

Core Viewpoint - Wells Fargo has raised the target price for Western Digital from $65 to $80 [1] Group 1 - The increase in target price indicates a positive outlook for Western Digital's stock performance [1]

Group 1 - The "Storage Power China Tour" has been launched, with significant achievements in China's storage capacity construction, expected to reach 1580EB by the end of 2024, with advanced storage accounting for 28% [1] - The rapid growth of artificial intelligence and the exponential increase in data volume have transformed storage from a traditional "data container" to a strategic foundation for high-quality digital economy development [1] - Current challenges in China's storage construction include underutilization, shortcomings in core chips, and the need for improved synergy among storage, computing, and transportation capabilities [1] Group 2 - The Ministry of Industry and Information Technology has released an action plan for high-quality development of computing infrastructure, emphasizing the integration of storage, computing, and transportation systems into national new infrastructure construction [2] - Companies like Huawei are developing comprehensive product matrices covering core production systems, AI training, distributed storage, and data protection, with all-flash technology enhancing storage resilience [2] - Huayin Kang Group is utilizing compression technology to reduce storage space pressure and employing multi-layer anti-ransomware technologies to ensure patient data security, which supports the rapid iteration of their pathology AI models [2] Group 3 - Guangdian Wuzhou is innovating domestic storage technology, creating a fully domestic distributed storage and all-flash system, successfully implementing advanced storage foundations in projects like Guangzhou Government Cloud [3]

Core Insights - The article emphasizes the critical role of data storage capacity, referred to as "存力" (storage power), in the context of the exponential growth of data driven by advancements in artificial intelligence (AI) technology [1][8] - It highlights the dual importance of computing power ("算力") and storage power as essential components for unlocking the value of data and fostering new infrastructure development [1][8] Industry Overview - The global data volume is expected to grow at an annual rate of 36%, reaching Yottabyte (YB) scale by 2030, necessitating efficient and secure data storage solutions [1] - The Chinese government has recognized the significance of storage power, with initiatives like the "算力基础设施高质量发展行动计划" aimed at enhancing the quality of computing and storage infrastructure [1][8] Company Insights - Guangzhou Huayin Kang Medical Group (华银康集团) is a leading independent medical testing and diagnostic service provider in China, focusing on pathology services [2] - The company has developed a comprehensive "AI + system + equipment + resources" service model, integrating advanced AI technologies to enhance diagnostic capabilities [5][7] Challenges and Solutions - Huayin Kang faces significant challenges in data storage, with an annual testing volume of approximately 40 million samples, each pathology image requiring nearly 1GB of storage [7] - The company has implemented a distributed storage system and advanced compression techniques to manage storage demands, although it still requires annual capacity expansions in the Petabyte (PB) range [7][8] Future Trends - The article discusses the evolving landscape of data storage, where traditional storage methods are becoming inadequate due to the increasing complexity and volume of data generated by AI applications [9][11] - It suggests that the establishment of storage centers will be crucial for integrating data across various sectors, enhancing data governance, and facilitating the development of new industries and job roles [12][15]

Group 1 - The short drama market is experiencing increased competition with players from multiple countries, including the US, China, and South Korea, entering the global scene [2] - China's foreign trade is showing resilience in a complex environment, with a more diverse network of partnerships, and there are discussions on how to further enhance exports [3] - The pool robot industry is shifting focus from "growth first" to "efficiency first," indicating a potential change in market dynamics as capital enthusiasm wanes [3] Group 2 - The China Securities Regulatory Commission has approved the IPO of JST Group Corporation Limited, allowing the company to issue up to 137,184,600 shares on the Hong Kong Stock Exchange [4] - Guangzhou Shiyuan Electronic Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with joint sponsors being CICC and GF Securities [5] - Zhonglian International Investment (Hainan) Co., Ltd. has completed a 3 million yuan angel round financing to expand its cross-border digital cultural and e-commerce business in Southeast Asia [5] Group 3 - AfterShip has launched an all-in-one e-commerce solution, "AfterShip One," which serves over 20,000 paying e-commerce clients globally [8] - The People's Bank of China is innovating structural monetary policy tools in Shanghai, including pilot programs for cross-border trade financing [10] - Alibaba Cloud has launched multiple AI products in Europe to meet the growing demand for AI applications [7] Group 4 - SoftBank has raised approximately $4.8 billion from the sale of T-Mobile shares to fund its ambitious AI plans, including a potential investment of up to $30 billion in OpenAI [7] - Elon Musk's xAI is in talks to raise $4.3 billion through equity financing [7] - Sequoia China has open-sourced its AI benchmark testing tool, xbench, to support the development of large models and AI agents [7]