The data center industry chain is ushering in a development window, with 24 concept stocks showing strong performance in the first half of the year.

The demand for artificial intelligence computing power continues to surge, and global computing infrastructure is experiencing a wave of large-scale investment. To accommodate the accelerated delivery requirements brought about by the rapid growth in computing power, Alibaba Cloud has launched a new generation of fully modular artificial intelligence data center architecture, while tech giants at home and abroad are ramping up investments in intelligent computing facilities. Coupled with domestic policies that continually promote green computing power and the construction of computing networks, the market space is accelerating its release, marking a development window for the data center industry chain. According to statistics from Securities TimesData Treasure, there are over one hundred concept stocks in the A-share market related to the data center industry chain. On August 11, Chengdi Xiangjiang and Hangang Co. hit the daily limit, while Shenghong Co. rose by 12.92%, and other stocks such as Xuguang Electronics and Tongniu Information also followed suit. In terms of performance, 45 concept stocks have announced their semi-annual performance-related announcements. Ranked by the lower limit of net profit based on half-year reports, performance express reports, and performance forecasts, 24 stocks achieved year-on-year growth in net profit attributable to shareholders, among which Litong Electronics and Fuhanwei saw growth rates exceeding 1000%. Data shows that among the 24 stocks with net profit growth mentioned above, 7 have been investigated by institutions since July, with Xinyi Sheng, Tianfu Communication, and Tongfu Microelectronics receiving the highest number of institutional investigations, reaching 417, 40, and 36 respectively.