Core Viewpoint - Dongfang Guoxin (300166.SZ) focuses on providing computing power services rather than developing or producing computing power chips [1] Group 1: Business Model - The company has established a large-scale and efficient computing resource pool by procuring various GPU cards, including Nvidia 4090 and 5090 [1] - The platform supports compatibility with mainstream domestic AI acceleration chips such as Huawei Ascend and Moore Threads, offering comprehensive solutions that include domestic computing power based on customer needs [1] - The business model has gained wide market recognition, serving numerous universities, research institutions, and corporate clients [1] Group 2: Technological Development - The company aims to efficiently convert underlying chip capabilities into accessible computing power services through a leading computing scheduling platform, mature cloud service technology, and rich industry application experience [1] - Continuous attention will be paid to technological developments in the upstream and downstream of the industry chain to contribute to the prosperity and self-control of the domestic computing power ecosystem [1]

Group 1: Data Centers and AI Computing - The Hebei Artificial Intelligence Computing Center is a key player in providing computing power, which is essential for digital operations, similar to how electricity was crucial in the industrial era [3] - The center has a total planned computing power of 300P and utilizes a "Kunpeng + Ascend" multi-dimensional computing architecture to offer inclusive computing services to enterprises, universities, and research institutions across the Beijing-Tianjin-Hebei region [3] - The center has collaborated with Beijing Jiaotong University to develop the "Tianyou Model," which uses AI technology to detect track defects, significantly improving operational efficiency [3] Group 2: Automotive Industry Transformation - The automotive industry in the Beijing-Tianjin-Hebei region has seen a profound transformation, with the total output value exceeding 840 billion yuan, making it the leading industry in manufacturing [6] - Lai Ni Wiring Systems Co., Ltd. specializes in producing wiring harnesses for new energy vehicles, with an average production rate of one harness every four seconds [6] - The company has expanded its R&D team to over 100 people, increasing its annual R&D expenditure from 10 million yuan to 120 million yuan by 2024, reflecting a shift from low-voltage wiring harnesses to high-voltage and component production [6]