Guanghong Technology: Involved in the manufacturing of various server computing boards, computing nodes, and heat dissipation components.
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Shenhao Technology: Plans to purchase servers worth no more than 2 billion yuan to provide computing power leasing services to customers.
Mars Finance reports that Shenhao Technology (300853.SZ) announced that the company and its subsidiaries plan to purchase servers from multiple suppliers, with the total contract amount expected to not exceed 2 billion yuan. The servers will primarily be used to provide computing power leasing services to customers. This procurement is a key measure for the company to implement its "One Body, Two Wings" development strategy, aiming to achieve a strategic transformation from an industrial inspection robot equipment provider to an industrial intelligent service provider. (Cailian Press)
Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)
The computing chip concept saw a volatile surge, with Muxi Technology rising over 10%.
Mars Finance reports that the computing chip concept stocks fluctuated and rose in the morning session, with Muxi Technology surging over 10%, followed by Wantong Development, VeriSilicon, Hygon, Cambricon, Moore Threads, and Loongson Technology. This surge was driven by news that Intel has raised CPU prices. The price increase primarily targets some consumer-grade Core Ultra processors and Xeon server processors. Specifically, the overall price increase for high-end Xeon server products ranges from 7% to 12%. (Cailian Press)
Digital China: Wins bid for a Huawei intelligent computing server procurement project from a major state-owned bank, with an estimated value of 371 million yuan.
Mars Finance reported on July 3 that Digital China (000034.SZ) announced that its subsidiary, Beijing Shenzhou Kuntai Information Technology Co., Ltd., won a Huawei intelligent computing server procurement project for a large state-owned commercial bank. The estimated procurement amount is 371 million yuan (subject to actual settlement). The project will supply Shenzhou Kuntai supernode servers. If successfully implemented, it will have a positive impact on the company's information technology application innovation business and overall operating performance. Currently, a formal contract has not yet been signed, and there is some uncertainty. (Company Announcement)
Shengshi Technology: Net profit is expected to increase by 336%-461% year-on-year in the first half of the year, with computing power-related businesses contributing significantly to the performance growth.
Mars Finance reported on July 8th that Shengshi Technology announced it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 105 million and RMB 135 million, representing a year-on-year increase of 336.02% to 460.59%. During the reporting period, based on the development prospects of the computing power infrastructure industry and its own advantages, the company vigorously promoted the development of computing power-related businesses, achieving initial results and beginning to recognize revenue. These computing power-related businesses made a significant contribution to the company's performance growth during the reporting period and are becoming a new driving force for the company's performance growth. (Company Announcement)
Zhang Yuhang of Beijing Municipal Bureau of Economy and Information Technology: Building a 10,000-calorie computing power cluster, aiming to add over 70,000 petabytes of intelligent computing power this year.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step is to solidify the foundation of computing power and data. This includes building a computing power structure of "foundation within Beijing and expansion outside Beijing," constructing a 10,000-calorie computing power cluster, and achieving an additional intelligent computing power scale of over 70,000 petabytes within the year; exploring new models such as computing-power collaboration and direct green electricity supply; continuously improving the institutional system for data property rights, authorized operation of public data, and revenue distribution; creating a trustworthy data space; and improving the data circulation service ecosystem. (Beike Finance)