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思特奇披露算力调度业务最新进展:中标多个核心项目,打造贵州"算力一张网"
Sou Hu Cai Jing· 2026-02-12 09:28
Core Viewpoint - The company, Sitergy (300608.SZ), has made significant progress in its computing power scheduling business, aligning with the national "East Data West Computing" strategy and the construction of a nationwide integrated computing power network [1][3]. Group 1: Business Developments - The company has achieved three key project milestones: winning the bid for the Hubei Mobile computing power interconnection scheduling platform project, which enhances its layout on the supply side of computing power [3] - It has also secured the Qinyang Shudun platform project, integrating into the national computing power hub construction with a "total integration + construction + operation" model, ensuring secure collaborative scheduling of computing power [3] - Additionally, the company is developing the Guizhou computing power scheduling platform, which will manage computing resources from nine cities in Guizhou, creating a unified network for computing power in the region and becoming the first major revenue-generating scheduling platform in the East Data West Computing project [3] Group 2: Strategic Alignment - The company emphasizes its core advantage in the computing power sector lies in integrating demand and systematically participating in national computing power development, rather than focusing solely on the supply side, particularly in urban economic aspects [3] - Following the Ministry of Industry and Information Technology's recent announcement on establishing a national computing power interconnection node system, the company is enhancing its platform operation capabilities and expanding its multi-scenario layout [3] - The company plans to deepen the integration of computing power scheduling and market operations, aiming to strengthen its business in the construction of the nationwide integrated computing power network [3]
思特奇(300608.SZ):公司平台已实现对东数西算枢纽、运营商等供给方的标准化接入
Ge Long Hui· 2026-02-12 07:06
Core Viewpoint - The company, SiTech (300608.SZ), is focusing on the development and operation of a "computing power network scheduling and market operation platform" in the context of the national "East Data West Calculation" strategy, achieving significant breakthroughs in core projects [1] Group 1: Project Achievements - The company has won major projects, showcasing strong competitiveness, including the Hubei Mobile Computing Power Networking Scheduling Platform project, which enhances the supply side of computing power [1] - The company has also secured the Qingyang Data Shield Platform project, integrating into the national computing power hub construction through a "total integration + construction + operation" model, ensuring coordinated scheduling of computing power security [1] - The establishment of the Guizhou Computing Power Scheduling Platform, which manages computing power across nine cities, marks it as the first significant revenue-generating computing power scheduling platform in the East Data West Calculation project [1] Group 2: Platform Capabilities - The company's platform has achieved standardized access for supply-side entities such as the East Data West Calculation hub and operators, enabling unified pooling and intelligent scheduling of computing power [1] - By leveraging major project accumulations, the company is enhancing its platform operation capabilities and expanding its layout across multiple scenarios [1] - The company aims to deepen the integration of computing power scheduling and market operations, seizing opportunities in the construction of a national integrated computing power network to strengthen and grow its related business [1]