抢抓风口，加大智能算力基础设施建设—— 轻点鼠标，计算指令由北京发出，经光纤传输至河北怀来处理并返回结果，全链路时延不超过2毫秒！ 怎么做到的？靠强大的算力支撑。京津冀协同发展10余年来，算力规模已占全国总量逾1/3。河北的"超 级机房"与首都的"最强大脑"协同运转。环京周边，张北云计算基地、润泽（廊坊）国际信息港等算力 集群蓬勃崛起。 2023年5月，习近平总书记在河北考察并主持召开深入推进京津冀协同发展座谈会时强调，"在推进创新 驱动发展中闯出新路子"。河北深入贯彻落实习近平总书记重要讲话精神，提升算力供给，推动算电协 同，培育人工智能创新场景，做大做强算力产业。 农田"慧"种。雄安伏羲农场，智能播种机匀速行进，玉米籽粒以厘米级精度落入土壤。"每亩省种 10%、节肥20%。"农场技术人员刘刚盯着实时墒情数据，笑意盈盈。 "自购服务器，花费动辄上百万元。使用智算中心算力，随用随买，性价比高，我们一次能训练3款大模 型。"亿尔德科技集团总经理吴锡臻说。 算力运转靠什么？张北的风刮来绿电，送至智算中心，支撑海量数据的处理与运算。项目负责人刘博通 介绍，绿电直供，每度电可降低成本约20%。 算力与绿色电力融合发展 ...

中交（中卫）大数据科技有限责任公司总经理韦星屹表示，智算中心区别于传统数据中心，除关注基础 设施建设，还要重视与智算中心相关的能源、网络、增值服务。 当前，深圳正在打造"多元供给、强算赋能、泛在连接、安全融通"的中国算网城市标杆。韦星屹介绍， 该公司在宁夏中卫投资建设的中交智数谷项目一期预计在今年8月可正式投运，届时，深圳、中卫这两 座相隔两千多公里的城市有望在深入实施"东数西算"工程中加快协同创新。 首先在算力资源互补与跨域调度方面，中交智数谷可通过中国算力网与深圳算力枢纽互联，将中卫的绿 色算力与深圳的算法、数据优势结合，形成"西部训练+东部推理"协同模式。中交智数谷通过参与粤港 澳大湾区一体化算力服务平台，实现算力资源统一纳管与弹性分配，供深圳企业按需调用。 其次，绿色能源与技术创新方面也可以联动。韦星屹介绍，中卫作为宁夏新能源基地，可通过绿电交易 为深圳算力中心提供清洁电力，助力深圳实现"双碳"目标。 2025中国智算产业生态发展大会近日在深圳举行，各界专家齐聚鹏城，共同探讨如何通过供需协同、生 态共建，助力算力产业高质量发展。 在人工智能（AI）与数字化转型的浪潮中，算力已成为推动产业升级与创新发展 ...

5日，记者从国家税务总局青海省税务局获悉，根据最新税务数据统计显示，在政策激励与市场需求的 双重驱动下，该省绿色算力产业展现出强劲发展动能。 随着多个重大绿色算力项目落地，青海省税收政策持续向产业链上下游延伸：对算力基础设施建设企业 给予企业所得税"三免三减半"，对软件研发企业实施增值税即征即退，对数据服务企业适用研发费用加 计扣除比例提升等。 据税务数据统计显示：近两年来，青海省算力经营主体对建筑业、交通运输业、金融业、科学研究和技 术服务业的采购金额大幅增长，带动上下游产业协同发展。与此同时，算力技术加速赋能实体经济，工 业、医疗等领域信息服务采购额持续增长。 （文章来源：中国新闻网） 对此，青海税务部门精准落实税收政策，引导企业合规经营，以政策红利驱动"政策赋能、产业集聚、 能级提升"的良性发展循环。 从算力投入看，2024年该省算力产业经营主体设备及服务采购额同比增长10.6%，高出全省平均购进增 速16.2个百分点；2025年1至4月，这一数据同比增长18%，增速超出全省平均22.7个百分点。 在绿电消纳领域，青海省税收政策的引导作用同样显著。2024年该省算力企业电力采购额同比增长 18.9%，2 ...

Core Viewpoint - The company, Lianhua Holdings, is responding to an inquiry from the Shanghai Stock Exchange regarding the sustainability and profitability of its computing power service business, which has shown high gross margins but incurred losses in 2024 [1][2]. Financial Performance - In 2024, the computing power service business generated revenue of 80.64 million yuan, with a gross margin of 42.45%, but reported a net loss of 14.56 million yuan [1][2]. - The breakdown of costs includes operating costs of 46.41 million yuan (57.55% of revenue), financial expenses of 26.13 million yuan (32.40%), and asset impairment losses of 11.26 million yuan (13.96%) [1][2]. Investment Recovery - The company has invested a total of 637.92 million yuan in fixed assets for its computing power services, with an expected cash inflow of 610.33 million yuan over the next five years, resulting in an estimated investment recovery period of approximately 4.86 years [2][5]. Financing and Costs - The computing power business primarily relies on external financing, with total borrowings of 509.38 million yuan as of the end of 2024, leading to significant interest expenses that impacted profitability [1][2]. - The average capital cost for the company is calculated at 5.13%, with interest expenses for the computing power business amounting to 26.28 million yuan, which is 180.53% of the net profit [5][6]. Client and Supplier Relationships - The company disclosed its top ten clients for the computing power service, detailing contract amounts, revenue recognition, and payment statuses, indicating a diverse client base [6][7]. - There are no significant related party transactions or conflicts of interest identified between the company and its clients or suppliers, ensuring the integrity of business operations [6][7]. Asset Impairment - The company recognized an asset impairment loss of 11.26 million yuan due to market price fluctuations affecting the value of its computing power equipment, which is a significant factor contributing to the overall losses [2][5].

Group 1 - The core viewpoint of the article is that Jiangsu Litong Electronics Co., Ltd. has significantly increased its revenue from computing power business, achieving 455 million yuan in 2024, a year-on-year increase of 3817%, with a gross profit margin of 53.42% [2][5][6] - The computing power business includes leasing and technical service maintenance, primarily operating in domestic and Southeast Asian markets, with a total computing power leasing scale of 13,000P by the end of 2024 [2][5] - The company has established strategic partnerships with major manufacturers and service providers, enhancing its resource advantages in the computing power market [7] Group 2 - The revenue and cost structure of the computing power business shows that domestic revenue was 426.57 million yuan with a gross margin of 50.54%, while overseas revenue was 28.63 million yuan with a gross margin of 96.28% [9][10] - The company’s computing power leasing business generated 301.94 million yuan in revenue with a gross margin of 34.93%, while technical service maintenance contributed 43.53 million yuan with a gross margin of 64.26% [10] - The company’s computing power business has maintained a high gross profit margin due to its operational model and the high demand for AI computing power in the market [6][8] Group 3 - The company’s subsidiaries, Century Litong and LETACTCLOUD, reported revenues of 384 million yuan and 6.3 million yuan respectively in 2024, with significant differences in net profit margins and cash flow [16][19] - Century Litong primarily focuses on domestic customers, while LETACTCLOUD serves international clients, leading to different cash flow dynamics due to prepayments and service delivery timelines [17][19] - The company has seen a substantial increase in other receivables and prepayments, indicating a growing scale of operations and investment in computing power resources [16][19]

Core Viewpoint - The company, Jiangsu Litong Electronics Co., Ltd., has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, highlighting significant fluctuations in revenue and profit margins across its business segments, particularly in the precision metal stamping and computing power sectors [1][2]. Financial Performance - In 2023, the company achieved revenue of 1.893 billion yuan, which decreased by 6.53% year-on-year, while in 2024, revenue rose to 2.248 billion yuan, marking an 18.72% increase. However, the net profit attributable to shareholders dropped significantly from 20.38 million yuan in 2023 to 5.89 million yuan in 2024, reflecting declines of 41.94% and 71.10% respectively [1][2]. - The computing power business generated revenue of 455.197 million yuan in 2024, a staggering increase of 3817% compared to 11.621 million yuan in 2023, with a gross margin of 53.42%, up by 9.39 percentage points [12][16]. Business Segments Analysis - The precision metal stamping segment saw a decline in both revenue and gross margin, with the gross margin dropping from 14.84% in 2023 to 8.58% in 2024, attributed to increased costs and competitive pricing pressures in the television market [6][9]. - The computing power segment benefited from early market entry and strategic partnerships with major players like NVIDIA, leading to a robust growth trajectory in revenue and maintaining a high gross margin [3][4]. Market Conditions - The Chinese intelligent computing power market is projected to maintain a compound annual growth rate of over 60% from 2020 to 2024, with AI computing power reaching 725.3 billion EFLOPS in 2024, a 74.10% increase year-on-year [2][3]. - The television market in China experienced a retail volume decline of 1.80% in 2024, despite a 15.70% increase in retail sales value, indicating a shift towards larger screen sizes and advanced technologies [6][7]. Competitive Landscape - The company’s computing power revenue and gross margin are competitive within the industry, with peers also experiencing significant growth due to the AI boom. For instance, comparable companies reported substantial increases in their computing power revenues [4][5]. - The company’s gross margin in the computing power sector is positioned at a mid-level compared to peers, influenced by the structure of its computing power business and the types of servers utilized [5][6]. Operational Adjustments - The company is actively managing costs and reducing low-margin orders in response to declining profitability in its manufacturing segment, particularly in the precision metal stamping business [10][11]. - The company has implemented measures to enhance operational efficiency, including cost control and waste reduction strategies, particularly in its overseas production facilities [11][12].

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

算力硬件股反复活跃 沪电股份、景旺电子双双创历史新高 智通财经7月4日电，PCB、铜缆高速连接等算力硬件方向持续活跃，沪电股份、景旺电子双双创历史新 高，逸豪新材涨超10%，金安国纪涨停，奥士康、东材科技、中一科技、神宇股份、沃尔核材等涨超 5%。消息面上，美股英伟达昨晚再创历史新高。 ...

暗盘资金正涌入这些股票，点击速看>>> 算力概念股盘初走强，数据港（603881）触及涨停，润泽科技（300442）涨超8%，奥飞数据 （300738）、科华数据（002335）、工业富联（601138）纷纷上扬。 ...

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