HONGBO(SZ:002229)2023-11-07 08:38Group 1: Company Performance - In the first three quarters of 2023, the company achieved operating revenue of 461 million yuan, a year-on-year increase of 23.28% [2] - The recovery in the macro environment and increased public willingness to purchase lottery tickets contributed to the growth of traditional business [2] - The AI computing power leasing business generated revenue of 11.2713 million yuan by September 30, 2023 [2] Group 2: Market Positioning and Strategy - The market positioning of Yingbo Data has shifted from a "professional AI multimodal large model training service platform" to a "general-purpose artificial intelligence (AGI) full-stack service provider" [2] - The company plans to continue developing the AGI industry by enhancing the BOB Cloud platform, which integrates data services, model services, and commercialization support [2] Group 3: AI Computing Business Model - Yingbo Data does not engage in pure computing power equipment trade; instead, it collaborates with partners to build and manage intelligent computing centers [3] - The partnership with Beijing Jingneng leverages both parties' strengths, with Jingneng as the main investor and Yingbo Data managing operations [3] Group 4: Collaboration and Project Development - The collaboration with Beijing Jingneng aims to establish a large-scale intelligent computing cluster, serving as a model for future partnerships with local governments and state-owned enterprises [3] - The project is progressing smoothly, with discussions for phase two and overseas computing power cooperation already initiated [3] Group 5: Product Development and Innovation - The BOB Cloud platform is currently in internal testing with selected clients, receiving positive feedback on distributed cloud storage and vector databases [4] - Future focus includes GPU pooling to enhance efficiency and reduce costs for clients [4] Group 6: Global Expansion and Research Initiatives - Yingbo Data is advancing plans for overseas supercomputing centers, collaborating with top enterprises to leverage strengths in funding and operations [4] - The establishment of a computing power laboratory will focus on hardware and software research, addressing the need for independent computing infrastructure solutions [4] Group 7: Domestic Computing Power Replacement Strategy - The company aims to support the digital transformation of domestic industries by integrating global top technologies and participating in various computing power testing experiments [5]