Range Intelligent Computing Technology Group (300442.SZ): has achieved market positions of "leading in IDC, leading in liquid cooling, and leading in AIDC."
On February 19, Gelonghui reported that Range Intelligent Computing Technology Group (300442.SZ) stated on the interactive platform regarding Business coverage: As of now, the company has established 7 AIDC intelligent computing infrastructure clusters in 6 major regions nationwide, including JING-JIN-JI Langfang, CNI Yangtze Index Pinghu, Guangdong-Hong Kong-Macau Greater Bay Area Foshan and Huizhou, Chengyu Economic Circle Chongqing, Gansu Lanzhou and Hainan Danzhou, and has basically completed the layout of the national "integrated computing power center system" framework, with a total planning of about 61 intelligent computing centers and 0.32 million cabinets nationwide. Among them, the three parks in JING-JIN-JI Langfang, CNI Yangtze Index Pinghu, and Guangdong-Hong Kong-Macau Greater Bay Area Foshan have been gradually delivered, and will continue.
After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.
① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.
HAITONG SEC: AI accompanies the rapid growth of the market, opening up scenarios for emotional large models.
Emotional large models empower customer service, Education, Medical health, Entertainment and many other industries and fields, with models that combine EQ and IQ set to open the human-machine companionship market in the next 2-3 years.
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
Should You Be Excited About Range Intelligent Computing Technology Group Company Limited's (SZSE:300442) 22% Return On Equity?
China Securities Co.,Ltd.: The surge in AI electricity usage signals the start of a new journey for the power Industry Chain.
The demand for intelligent computing will drive the demand for new data centers, with Electrical Utilities equipment and temperature control equipment being the two segments that hold a relatively high value in the construction of IDC data centers.
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.
Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.
Range Intelligent Computing Technology Group's (SZSE:300442) Returns On Capital Are Heading Higher
China Galaxy Securities: The era of AI agents is flourishing, and the Technology domestic demand is welcoming a new chapter.
The alleviation of local government debt risks helps provide ample funding support for digital infrastructure and other infrastructures, which is expected to increase Industry informatization Orders and drive marginal improvement in Industry Cash / Money Market flow.
China International Capital Corporation 2025 Telecommunication Services Outlook: 5G brings a fruitful spring and autumn, AIDC is ascending like the sun.
With the trend of industrial recovery further strengthened by AI, there is room for further enhancement of Sector valuations.
Chinese Shares End Higher, Led by Semiconductor Stocks -- Market Talk
Super AI applications unveil trillion-level investment opportunities.
The market is continuously catalyzing.
Is There Now An Opportunity In Range Intelligent Computing Technology Group Company Limited (SZSE:300442)?
Range Intelligent Computing Technology Group (300442.SZ): The holding subsidiary Guangdong Runhui intends to increase capital and introduce investors.
Gelonghui, December 11 - Range Intelligent Computing Technology Group (300442.SZ) announced that, in order to adapt to the company's strategic development needs and further promote the business development of its holding subsidiary Guangdong Runhui, enhance the sustainable Operation and profitability of the company and its holding subsidiary, and continuously strengthen competitive advantages, Range Intelligent Computing Technology Group plans to subscribe 0.1 billion yuan for the additional registered capital of Guangdong Runhui of 9,444,000 yuan (referred to as "the first capital increase"). On this basis, it plans to introduce five investors including China International Capital Corporation's computing power Fund, Dongfang Asset, Citic Investment, Liziyuan, and Wei Wei to collectively subscribe 1.56 billion yuan for the additional registered capital of Guangdong Runhui of 147,3.
Here's Why Range Intelligent Computing Technology Group (SZSE:300442) Has Caught The Eye Of Investors
Huachuang Securities' investment strategy for the communications industry in 2025: focusing on computing power, satellite communications/military industry communications, and telecommunications operators as the three main investment directions.
Market investment logic will be further added on top of emotional repair and expectation improvement, with the communication sector demonstrating solid and positive fundamental performance as well as the growth attributes of macro storytelling. It is expected to remain as a preferred configuration with excess returns in the future.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Some shareholders of range intelligent computing technology group (300442.SZ) collectively reduced their shareholding by 0.2383% in the company.
range intelligent computing technology group (300442.SZ) announced that the company recently received notices from Ningbo Fengwen, Pingsheng Ankang, Shanghai Weiguan...