Transtrue(002771)2023-08-23 11:52Group 1: Company Overview and Strategic Partnerships - Beijing Zhen Shitong Technology Co., Ltd. is actively engaging in strategic partnerships with Tom Cat and Water Development Ziguang to enhance its computing power layout [2][3] - The company is transitioning its data center business to a new generation of intelligent computing centers and green energy-saving data centers [2][3] Group 2: Intelligent Computing Center Business Model - The intelligent computing center's operational model will adopt self-built, commissioned, and co-built approaches, covering the entire lifecycle from design to operation [3] - The company has identified three competitive advantages: 1. Technical advantage through partnerships with academic institutions for advanced cooling technologies [3] 2. Construction and operational advantages due to its early involvement in data center construction [3] 3. Customer advantage with a strong client base including state-owned enterprises and ministries [3] Group 3: Computing Power Layout and Investment - The company aims for a computing power layout of at least 6000P to achieve scale effects, with initial construction targeting 1000-2000P [3] - The estimated initial investment for a computing cluster is approximately 400-500 million CNY, with funding sourced from self-owned and raised funds [3] Group 4: Revenue Generation and Market Strategy - Revenue from the intelligent computing center is expected to start as soon as the necessary chips are in place [3] - The company is exploring various procurement channels for GPU servers, including discussions with NVIDIA and domestic GPU manufacturers [3] Group 5: New Energy Charging Pile Business - The cost difference between silicon carbide (SiC) chips and traditional silicon-based chips is approximately 45-55 CNY per chip, impacting the overall cost of charging modules [4] - The domestic penetration rate of SiC power devices in new energy charging piles is currently only 10%, indicating significant market potential [4] - The company has operational SiC charging pile stations in Suzhou and Changsha, allowing for data-driven optimization of product parameters [4] Group 6: Future Plans and Market Expansion - The company is pursuing multiple business models in the charging pile sector, including manufacturing and operating charging stations [4] - Plans are in place to expand into international markets, particularly in the Middle East and Southeast Asia, focusing on exporting complete SiC charging piles [4] - The current production capacity can meet the demand for 80,000 AC charging piles and 10,000 DC charging piles, with limited revenue impact in the initial stages [4]