Core Viewpoint - The article promotes a summer cash consumption rebate activity by Yingbo Cloud, targeting university users to enhance their AI research capabilities through discounted computing power services [1]. Group 1: Activity Details - The activity runs from now until August 31 [4]. - Users can receive corresponding cash vouchers based on their cash consumption, with a tiered rebate structure where spending over 10,000 yuan directly earns a 30% rebate [5][6]. - There are three additional benefits: registration and first recharge vouchers, recharge bonuses, and cash consumption bonuses, all expiring on August 31 [7]. Group 2: Pricing and Discounts - A800 pricing starts at 4.26 yuan per card per hour and H800 at 9.33 yuan per card per hour for users who meet the consumption threshold [2][9]. - Pricing examples show that the cost per hour decreases with higher consumption, with A800 at 4.26 yuan and H800 at 9.33 yuan for spending over 10,000 yuan [9]. Group 3: Voucher Details - Vouchers are valid for three months, encouraging users to plan their usage to avoid expiration [11]. - Specific recharge amounts yield different voucher values, such as 100 yuan for a 1,000 yuan recharge and 1,600 yuan for an 8,000 yuan recharge [8]. Group 4: Company Background - Yingbo Cloud, a wholly-owned subsidiary of Hongbo Co., Ltd., was established in June 2022 and focuses on providing GPU computing services and supporting AI technology development [14][15]. - The company aims to empower various sectors, including AIGC and university research, by offering comprehensive intelligent computing services [16].

Group 1 - The event on May 17 marked the launch of the computing power internet experimental network by China Telecom, China Mobile, and China Unicom in collaboration with the China Academy of Information and Communications Technology [1] - The computing power internet aims to interconnect dispersed computing resources, including general computing, intelligent computing, supercomputing, and cloud-edge-end resources, allowing users to easily access and utilize computing power [1] - The computing power internet is seen as a new type of infrastructure that enhances heterogeneous computing and elastic network capabilities, transforming the supply and usage patterns of computing resources [1] Group 2 - Hongbo Co., Ltd. has developed its own "Yingbo Cloud" platform, which integrates core technologies such as computing power scheduling, storage solutions, and cluster monitoring [2] - Tuo Wei Information is a core partner of Huawei's Ascend ecosystem, collaborating to develop AI servers and edge computing solutions [2]

Market Overview - A total of 76 stocks hit the daily limit up in the A-share market, with 61 stocks remaining after excluding 15 ST stocks, resulting in a limit-up rate of 75.25% [1] Stock Performance - Liou Co. had the highest limit-up order volume with 1.1835 million hands, followed by Yuzhong Three Gorges A, ST Huayuan, and Hongbo Co. with 281,900, 201,500, and 176,500 hands respectively [2] - In terms of consecutive limit-up days, Maoye Commercial achieved 4 consecutive limit-ups, while Yuzhong Three Gorges A and Hongbo Co. had 3 consecutive limit-ups [2] Financial Highlights - Liou Co. reported a net profit of 108 million yuan for Q1 2025, marking a turnaround from losses year-on-year. The company is leveraging AI marketing concepts through its AIGC ecosystem platform "LEOAIAD" [3] Industry Insights PEEK Materials - Several stocks related to PEEK materials hit the limit up, including Jusa Long, Xinhan New Materials, and Zhongxin Fluorine Materials. Jusa Long has made progress in developing modified PEEK composites and holds relevant patents [4] - Xinhan New Materials produces DFBP, a core raw material for PEEK production, while Zhongxin Fluorine Materials has established a production capacity of 5,000 tons of DFBP [5] Computing Power - Stocks such as Hongbo Co., Meili Cloud, and Litong Electronics saw limit-up performance. Hongbo Co.'s subsidiary is focused on providing GPU computing services for AI demands [6] - Meili Cloud is committed to developing data center infrastructure, while Litong Electronics aims to expand its computing power business both domestically and internationally [6] Robotics - Stocks like Tianqi Co., Jihua Group, and Fangzheng Electric experienced limit-up. Tianqi Co. is advancing its embodied intelligent robotics business in collaboration with leading robotics manufacturers [7] Investment Trends - Liou Co. topped the net buying list on the Dragon and Tiger list with over 200 million yuan in net purchases, followed by Bochuang Technology and Meili Cloud [10][11] - Institutional investors showed significant net buying in stocks like Daye Co. and Hailian Jinhui, indicating strong interest in these companies [11][12]

Core Viewpoint - Hongbo Co., Ltd. collaborates with Zhengzhou New District Construction Investment Co., Ltd. to establish a major intelligent computing project in Central China, with a total investment of nearly 3 billion yuan and a computing power scale exceeding 5000P [1] Group 1: Project Overview - The project has been approved by the Zhengdong New District Management Committee and has entered the main construction phase after completing land transfer procedures [1] - The total investment for the project is approximately 3 billion yuan, with a total building area of 62,690.83 square meters [1] - The project will feature two core "computing power towers" with a planned computing power scale exceeding 5000P, deploying over a thousand high-performance GPU servers [1][2] Group 2: Technological Empowerment - Yingbo Digital Technology, a wholly-owned subsidiary of Hongbo Co., is responsible for the construction and operation of the intelligent computing center, providing a comprehensive service from planning to implementation [2] - The project integrates multiple core technologies, including high-performance parallel storage solutions and automated fault recovery systems [2] Group 3: AI Innovation and Incubation - The project aims to establish an AI innovation empowerment center and an AI enterprise incubation center to support the national "Artificial Intelligence +" initiative [3] - The AI innovation center will provide a platform for model training and access to high-quality training datasets, reducing R&D costs and accelerating technology iteration [3][4] - The incubation center will focus on nurturing AI application enterprises, offering comprehensive services including testing grounds and technical support, with a goal to cultivate over 40 benchmark enterprises in the AI application field within three years [4] Group 4: Industry Upgrading and Market Potential - The project is positioned to activate new momentum for industrial upgrading in Henan, leveraging the dual drive of open-source foundational models and AI agents [5] - The development of open-source models has significantly reduced application costs in key sectors by up to 70%, while new product releases in emerging fields have surged by 182% [5] - The project is expected to provide robust support for the growing demand for AI computing power in Central China [5]

Core Insights - Hongbo Co., Ltd. (002229.SZ) collaborates with Zhengxin Investment to develop the Zhengxin Hongbo Smart Port Industrial Park, aiming to establish a leading computing power hub in Central China, supporting the national "Artificial Intelligence +" initiative [1][9] - The project has a total investment of nearly 3 billion yuan, with a computing power scale exceeding 5000P and a total construction area of 62,690.83 square meters, featuring two core "computing power towers" [1][3] - The industrial park will deploy over a thousand high-performance GPU servers and provide integrated training and inference services to meet diverse AI model computing needs [1][3] Project Details - The Zhengxin Hongbo Smart Port Industrial Park covers a total area of 94 acres, including two computing centers, two power centers, and various research and development facilities [3] - The project aims to create a dual-cluster architecture for heterogeneous training and inference, enhancing the region's computing power density and cost efficiency [3][5] - The park will also establish an AI innovation empowerment center and an AI enterprise incubation center, fostering collaboration between academia and industry [5][6] Strategic Importance - The project is positioned as a core engine for digital transformation in Zhengzhou and Central China, leveraging the strengths of Hongbo Co. and Zhengxin Investment to integrate advanced technologies like large models and AI agents [8][9] - The initiative is expected to significantly reduce R&D costs and cycles for universities and enterprises, promoting rapid technological iteration and supporting various sectors such as AIGC, industrial manufacturing, and smart agriculture [5][8] - The establishment of a regional computing center industry fund, with a scale of 100 million yuan, aims to attract and nurture outstanding entrepreneurial teams in the AI application field [6] Industry Context - The domestic AI industry is entering a new phase driven by open-source foundational models and AI agents, with significant cost reductions in key sectors such as finance and healthcare [7] - The demand for AI computing power is anticipated to surge as application scenarios accelerate, positioning the Zhengxin Hongbo Smart Port as a vital support for future AI computing needs in Central China [7][8] - The project aligns with the national push for "Artificial Intelligence +" and aims to create a replicable "Central China model" for computing infrastructure development [9]

Core Viewpoint - Hongbo Co., Ltd. (002229.SZ) collaborates with Zhengxin Investment to develop the Zhengxin Hongbo Smart Port Industrial Park, aiming to establish a leading computing power hub in Central China, supporting the national "Artificial Intelligence +" initiative [3][10]. Project Overview - The Zhengxin Hongbo Smart Port project has a total investment of nearly 3 billion yuan, with a computing power scale exceeding 5000P and a total construction area of 62,690.83 m² [3][5]. - The project has received approval from the Zhengdong New District Management Committee and has entered the main construction phase [3][10]. Infrastructure and Technology - The industrial park will feature two main computing power towers and will deploy over a thousand high-performance GPU servers, creating a heterogeneous training and inference dual-cluster architecture [3][5]. - The project aims to provide integrated training and inference services to meet diverse computing task demands for AI large models [3][5]. Ecosystem Development - Hongbo Co. plans to attract dozens of AI innovation companies to the industrial park, enhancing collaborative development in computing power and AI applications [3][4]. - The park will serve as a hub for AI innovation and enterprise incubation, providing comprehensive support including experimental sites, technical assistance, and computing power guarantees [8][10]. Strategic Importance - The Zhengxin Hongbo Smart Port is positioned as a core engine for digital transformation in Zhengzhou and Central China, leveraging the strengths of both Hongbo Co. and Zhengxin Investment [10][11]. - The project is expected to stimulate regional productivity and support the integration of AI technologies with various industries, including education, manufacturing, and agriculture [10][11]. Future Prospects - The industrial park aims to cultivate over 40 benchmark enterprises in the AI application field within three years, creating a distinctive industrial cluster characterized by "Artificial Intelligence +" [8][10]. - The initiative is part of a broader strategy to establish a replicable "Central China model" for computing infrastructure development across the nation [11].