China Bester (603220)2024-10-17 08:19Group 1: Company Overview - Zhongbei Communication Group Co., Ltd. has been involved in the development of China's communication networks for over 30 years, participating in projects from 2G to 5G and now focusing on 6G technology [3][4]. - The company has established a 6G Research Institute to closely monitor technological advancements and prepare for the development of 6G [3]. Group 2: Current Projects and Developments - The Anhui Hefei New Energy Project is currently in the final stages of construction and is expected to commence operations by the end of 2024 [3]. - The Anhui Hefei Intelligent Computing Center's first phase was completed and launched by the end of July 2024, with the second phase's start date dependent on server procurement and customer demand [4]. Group 3: Computing Power and Financial Performance - The total computing power currently in use exceeds 10,000 P, distributed mainly across Shanghai, Qinghai, Hubei, and Anhui [4]. - In the first half of 2024, the computing power business achieved revenue of 142 million yuan, with the company securing long-term service contracts with quality clients [5]. Group 4: Industry Position and Future Outlook - The company has completed the national layout of intelligent computing centers, with several clusters already operational, and is positioned to maintain competitive advantages and profitability in the future [5][6]. - The company is optimistic about the application prospects of AI vertical models in various industries, including transportation, healthcare, and new energy, and is actively promoting their implementation [6].