No Data
China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.
① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.
Fujian Snowman (002639.SZ): The holding subsidiary has provided professional services such as computer room engineering and HVAC engineering for the Datacenter construction projects of operators including China United Network Communications and CHINA MOBI
On February 20, Gelonghui reported that Fujian Snowman (002639.SZ) stated on the investor interaction platform that its controlling subsidiary has provided Professional Services such as data center construction projects for operators including China United Network Communications and CHINA MOBILE. Hangzhou Longhua, as a subcontractor for the new computing power center environmental infrastructure upgrade and transformation project of the Zhijiang Laboratory, is primarily responsible for the environmental adaptability renovation construction of six computer rooms. The relevant construction plan must meet the operational requirements for liquid cooling Server; however, the business revenue from this project accounts for less than 1% of the total revenue from the group's main business, therefore it does not constitute a significant impact on the company's overall performance.
[Hong Kong Stock Connect] China United Network Communications (00762) rose by 5.11%. Institutions indicate that the operator's access to DeepSeek will help enhance its Cloud Computing Service capabilities.
Golden News | China United Network Communications (00762) stock price is rising, up 5.11% as of the report, at HKD 9.46, with a transaction value of HKD 0.648 billion. According to news from Central China, a Research Report states that during the Spring Festival 2025, the three major operators will access DeepSeek, enabling its application across multiple scenarios and products, providing dedicated computing power solutions and supporting environments for the popular DeepSeek-R1 model, assisting in releasing the performance of domestic large models. The access to DeepSeek by the three major operators will help enhance their Cloud Computing Service capabilities, reduce cloud business costs, and promote the ecological construction of cloud businesses.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
Hong Kong stocks fluctuating | Telecom operators collectively surged, China United Network Communications (00762) once rose more than 12%. IDC and Cloud Computing Business bring a revaluation of value for operators.
Telecom operators have collectively surged. As of the time of this report, China United Network Communications (00762) rose by 8.86% to 8.97 HKD; CHINA TELECOM (00728) increased by 5.27% to 6.19 HKD; CHINA MOBILE (00941) went up by 1.69% to 81.25 HKD.
Hong Kong stock Concept tracking | The three major operators have successively announced the launch of DeepSeek Cloud Computing, with the overseas mapping valuation logic fully restored (including Concept stocks).
Domestic AI ecosystem investment opportunities are expected to flourish everywhere, and the valuation mapping logic of Cloud Computing is being fully repaired.
