China Bester (SH:603220)2024-05-31 07:34Group 1: Company Overview and Performance - The company, Zhongbei Communication, has been deeply engaged in the communication industry for over 30 years, leveraging industry resources and experience in supply chain management and industry communication [3]. - The performance report covers the fiscal year 2023 and the first quarter of 2024, highlighting the company's development strategy and progress in computing power and new energy production lines [3]. Group 2: Computing Power Business - The current computing power utilization rate is stable due to server supply limitations, with leasing contracts primarily being three years or longer [3]. - Key challenges in the computing power industry include procurement channels, energy consumption metrics, and energy prices [3]. - The company plans to establish intelligent computing centers in locations with sufficient energy metrics, low electricity costs, and optimal cooling environments [3]. Group 3: Future Plans and Strategic Focus - Artificial intelligence and new energy are identified as core future development directions, with the company aiming to capitalize on its core advantages for investments in these areas [3]. - The main reason for the agreement transfer by the actual controller is asset allocation planning and funding needs to repay pledged loans and reduce equity pledge rates while minimizing impacts on the secondary market [3]. Group 4: Equipment Maintenance and Partnerships - The company has long-term partnerships with various equipment manufacturers, which enables effective resolution of post-operation maintenance issues [4].