Group 1: Company Operations and Market Position - The cabinet rental rate is influenced by data center location, quality, customer needs, and market changes, with a stable rental rate due to the company's advantageous location [1] - The company is actively exploring the impact of DeepSeek on its business and has deployed DeepSeek-R1 models on its general computing power platform for customer experience [1] Group 2: AI Application and Development - The company aims to validate the adaptability of domestic computing power for state-owned enterprises' AI application needs, providing secure and efficient intelligent solutions [2][3] - DeepSeek's emergence is expected to significantly influence the AI sector, promoting local deployment and reducing energy consumption in IDC operations [3] Group 3: Project Development and Future Plans - The construction of the "Fangheng Technology Supercomputing and Financial Cloud Computing Base Project" is progressing as planned, with the main structure completed [3] - The project is anticipated to enhance the company's data center operational scale and comprehensive computing power service capabilities [3] Group 4: Data Asset Services - The company provides data asset registration consulting services, assisting government departments in utilizing public data resources [4] - Current clients include Tianjin Binhai Smart Group, Henan Jiyun Smart Technology, and Beijing New Energy Vehicle Co., with a focus on expanding government and state-owned enterprise clients [5]
铜牛信息(300895) - 2025年2月19日投资者关系活动记录表