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Open Source Securities: AI applications are gradually emerging, and AIDC is the first to benefit.
The continuous increase in inference demand drives the accelerated release of AIDC demand, emphasizing the AIDC suppliers that focus on scarce positioning resources.
Guolian: Computing power and Electrical Utilities rise together, with a high increase in demand for AI power supply equipment.
The large-scale capital expenditure wave of leading Internet Plus-Related companies is diffusing from overseas to domestic markets, and the rapid growth in computing power demand is expected to bring a corresponding increase in Datacenter power.
Kehua Data Co.,Ltd. (002335.SZ): possesses technical reserves related to BBU.
On January 3rd, Gelonghui reported that Kehua Data Co., Ltd. (002335.SZ) stated on the investor interaction platform that the centralized backup power supply mode represented by UPS still dominates in the power supply systems of Datacenters. Compared to BBU, UPS offers advantages such as high power support, long operating time, output stability, and high reliability. The company's series products like UPS and HVDC employ reliable redundant designs from components to complete systems, featuring high efficiency, high power density, easy expansion, and on-demand capacity expansion, providing reliable, stable, and pure green power for loads. The company has technology reserves related to BBU, and is also
Kehua Data Co.,Ltd. (002335.SZ): The company has not yet made technical arrangements in the humanoid robot field.
Gelonghui reported on December 31 that Kehua Data Co.,Ltd. (002335.SZ) stated on the investor interaction platform that the company has not yet laid out any technology in the field of humanoid robots. The company is based on core technologies of Electrical Utilities electronics, integrating innovative Technology to provide intelligent computing centers, high-end power supplies, and comprehensive solutions for clean Energy.
Kehua Data Co.,Ltd. (002335.SZ): The company has multiple HVDC products for Datacenter.
On December 31, Golonghui reported that Kehua Data Co.,Ltd. (002335.SZ) stated on the investor interaction platform that the company has multiple Datacenter HVDC products. For example, the company has independently developed the ZL series high voltage Direct Current power supply system, mainly used in Asia Vets centers and supercomputing markets. The product features modular design and fully digital control technology, with automatic sleep mode and intelligent management functions for the Battery, providing customers with highly reliable power assurance. The company's current HVDC production capacity is sufficient.
Kehua Data (SZSE:002335) Has More To Do To Multiply In Value Going Forward
Investors Give Kehua Data Co., Ltd. (SZSE:002335) Shares A 27% Hiding
