China Bester (603220)2024-11-01 09:24Group 1: Computing Power Overview - The total computing power currently in use by the company exceeds 10,000 P, primarily distributed in Shanghai, Qinghai, Hubei, and Anhui [1] - The company plans to consider separating the computing power business in the future [2] Group 2: Future Computing Plans - Future construction plans for intelligent computing centers will be confirmed based on the company's financial status, actual business conditions, and customer needs [2] - The company aims to develop and apply vertical models in industries such as transportation, healthcare, justice, energy, automotive, and finance [2] Group 3: Strategic Partnerships and Applications - The company has established strategic partnerships with enterprises focused on large models and vertical models, promoting AI applications in transportation, healthcare, justice, and new energy sectors [2] - Leveraging existing national intelligent computing center layouts and resources from telecom operators will facilitate the rapid promotion of vertical model applications [2] Group 4: Operational Cost Structure - Major operational costs for intelligent computing centers include: 1. Equipment costs 2. Maintenance personnel costs 3. Maintenance costs for normal operations 4. Utility costs (electricity, water, or server hosting fees) [3] - The company has accumulated a skilled workforce in communication services over the past 30 years, which aids in reducing equipment and maintenance personnel costs [3] Group 5: New Energy Production Line Progress - The new energy production line is being implemented by the company's subsidiary, with construction of production facilities and supporting buildings completed [3] - Equipment installation and testing are currently underway as equipment arrives [3]