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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.
Is Range Intelligent Computing Technology Group (SZSE:300442) A Risky Investment?
Research Reports on Investment Opportunities丨Guosheng Securities: Range Intelligent Computing Technology Group's second growth curve accelerates and is given a "Buy" rating for the first time.
Guosheng Securities' Research Reports indicate that Range Intelligent Computing Technology Group (300442.SZ) is a leader in park-level Datacenters, adopting a wholesale model to deeply cooperate with downstream telecom Operations and end-user Internet and CSP customers. The AIDC Business is rapidly expanding, with its revenue share exceeding that of traditional IDC businesses, and there are sufficient subsequent Orders, accelerating the second growth curve. It is believed that the company, relying on its excellent park design management capabilities and downstream customer channels, is expected to maintain a high profitability level and enjoy the AIDC Industry dividends ahead of similar enterprises. AI applications are entering an explosive phase, with a significant increase in demand for computing power at the inference end, and the Datacenter serves as.
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.
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.
