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China Merchants: DeepSeek promotes high-performance AI, and the prosperity and development of the AI ecosystem boost computing power demand.
In the long term, the power of DeepSeek should bring the Jevons Paradox at the computing power level, and the overall prosperity of the AI application ecosystem should lead to a greater demand for inference computing power.
Shanghai Baosight Software (600845.SH): Plans to acquire 100% equity of Kunsteel Electronics.
On January 22, Gelonghui reported that Shanghai Baosight Software (600845.SH) announced that Yunnan Kunsteel Electronic Information Technology Co., Ltd. (referred to as "Kunsteel Electronics") is a wholly-owned subsidiary of Kunming Steel Group Co., Ltd. (referred to as "Kunsteel Group"). To better explore the regional market, the company's Board of Directors approved the acquisition of 100% of Kunsteel Electronics held by Kunsteel Group through the public trading platform of Yunnan Provincial Property Exchange using Cash, with a bidding amount not exceeding 149.7685 million yuan (the final amount will be based on the evaluated report results filed). After the completion of this transaction, Kunsteel Electronics will become a wholly-owned subsidiary of the company.
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.
Shanghai Baosight SoftwareLtd (SHSE:600845) Knows How To Allocate Capital Effectively
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.
Research Reports Gold Digging | Founder Securities: Shanghai Baosight Software strategically promotes Intelligent Manufacturing and domestic replacement, maintaining a "Recommended" rating.
According to the Research Reports from Founder Securities, Shanghai Baosight Software (600845.SH) is strategically promoting Intelligent Manufacturing and domestic substitution, with rapid iteration of intelligent products and recognition from Internet Plus-Related giants in its IDC business. The recommendation rating is maintained as "recommended." The "Smart Integration of Digital and Real: Innovation Forum" AI+ Innovation Seminar hosted by Shanghai Baosight Software will be held on December 27 to discuss how large models empower industrial intelligence. On that day, the release of Baoliedeng V6.0, Baoliedeng Industrial Large Model, Baozhi Cloud Intelligent Computing Center, and Smart Cloud Computing Service products will take place. The company's rare computing power scale is expected to further expand, with high economic efficiency. The construction of the Baozhi Cloud Computing Center project by Shanghai Baosight Software is progressing steadily.
