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UCloud (688158.SH): The Inner Mongolia Ulanqab datacenter has achieved revenue in 2023.
On June 25th, Gelunhui reported that during a specific interview, Youkude (688158.SH) stated that the first phase of the company's Datacenter project in Shanghai Qingpu can accommodate about 3,000 R+ cabinets, and has been completed and opened for commercial use in January 2023; The Ulanqab Datacenter has approximately 12,000 R cabinets in total. The first and second phases of the project are progressing steadily according to plan. The first phase of the project was officially put into commercial use in September 2021, and there are currently approximately 2500 cabinets. The second phase of the project plans to build approximately 4,800 cabinets, and the company will gradually increase the number of cabinets according to market conditions.
UKD (688158.SH): The company is actively collaborating with partners to research and develop system solutions related to "low-altitude economy".
On June 25th, 优刻得 (688158.SH) stated during a specific investigation that the company recognizes the importance of the "low-altitude economy" in modern transportation systems, especially in the potential applications of low-altitude logistics and drone delivery. Therefore, the company is actively working with partners to research and develop system solutions related to the "low-altitude economy," which is currently still in the early planning stage.
YUKED (688158.SH): As of mid-May, the company's own computing power scale has exceeded 4700P.
On June 25, Gelunhui reported that when interviewed by specific objects, Youkeduo (688158.SH) stated that as of mid-May, the company's own computing power has exceeded 4,700P and is still continuing to grow; the company's GPU server procurement is also ongoing.
Youzan (688158.SH): The company's computing power business has achieved growth, with leasing prices maintained at a relatively stable level.
On June 25th, Gelunhui reported that Youkeduo (688158.SH) stated during a specific research interview that their computing power business has seen growth, and rental prices remain at a relatively stable level. The company will make moderate price adjustments in a timely manner based on market conditions and other factors.
Youke Technology (688158.SH): currently has related business cooperation with SenseTime Technology.
On June 13th, Gelonghui reported that Youkude (688158.SH) stated on the investor interaction platform that the company currently has related business cooperation with SenseTime Technology. Please refer to the information officially released by the company for specific cooperation details.
UCloud (688158.SH): The purchased GPU cards have now arrived.
On June 13th, Gelonhui reported that UCloudlink (688158. SH) stated on the investor interaction platform that the company's purchased GPU cards have basically arrived, and the GPU resources will be expanded according to customer business needs in the future. The company has cooperated and discussed with relevant domestic GPU manufacturers and adapted to some popular card types, and will consider purchasing domestic GPUs in order to ensure the sustainability of customer use of GPU resources.
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