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Guosen: The AI transformation is driving rapid development of AIDC service providers.
With the trend of cost reduction and open source in AI technology, AI applications are expected to be widely implemented, and Datacenter service providers are likely to迎来 a new cycle of development.
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
Dragon and Tiger List丨Beijing Sinnet Technology reached a 20% limit-up, with net purchases by the second-tier funds of 0.208 billion yuan, and net purchases from HK->SZ of 0.18 billion yuan.
Beijing Sinnet Technology (300383.SZ) hit the 20% daily limit today, with a transaction amount of 4.562 billion yuan and a Turnover Ratio of 13.02%. According to the dragon and tiger list data, HK->SZ purchased 0.32 billion yuan while selling 0.141 billion yuan, resulting in a net purchase of 0.18 billion yuan; three Institutions bought 0.136 billion yuan while selling 0.109 billion yuan, with a net purchase of 26.8199 million yuan; the "Leisure Group" ranked second in buying, with a net purchase of 0.104 billion yuan; "Zhang Mengzhu" ranked third, with a net purchase of 0.104 billion yuan. The listed positions bought a total of 0.756 billion yuan throughout the day, sold 0.361 billion yuan, resulting in a net purchase of 0.395 billion yuan.
Beijing Sinnet Technology (300383.SZ): Currently, the overall computing power scale has reached 3000P.
On February 21, the investor relations event of Beijing Sinnet Technology (300383.SZ) stated that the company launched a computing power pilot project two years ago, and the overall computing power scale has now reached 3000P. The company's main IDC Business requires significant capital investment, and large-scale procurement of computing power equipment will further increase capital expenditures. The company will promote the development of computing power business according to customer needs and financial situation.
Beijing Sinnet Technology (300383.SZ): Currently, the company's sales situation is quite optimistic, with an order signing rate close to 90%.
Globe Influence on February 21丨Beijing Sinnet Technology (300383.SZ) recently stated in investor relations activities that the company's IDC Business has maintained a shelving rate of about 75% in previous years. By the end of 2024, the shelving rate is expected to be around 70%, mainly due to certain projects being concentrated in delivery, which has a certain cycle, and also some clients strategically adjusting or exiting due to poor Operation. Currently, the company's sales situation is relatively optimistic, with an Order signing rate close to 90%.
Beijing Sinnet Technology (300383.SZ): Currently, the total planned number of Datacenter cabinets for the company is close to 0.2 million units.
On February 21, Gelonghui reported that Beijing Sinnet Technology (300383.SZ) stated in a recent investor relations activity that the company's Datacenters are mainly concentrated in JING-JIN-JI, CNI Yangtze Index, and Central China, with ongoing projects in Changsha and a newly planned project added in Inner Mongolia at the end of last year. Based on a calculation of 4.4kw per rack, the total planned number of Datacenter racks currently approaches 0.2 million. As of the end of 2024, the number of racks in operation is close to 0.056 million; by the end of January 2025, the number of racks is expected to further increase to approximately 0.059 million.