Lates News

The research report from CITIC Securities believes that the Chinese computing power market is booming. Although there may be a certain degree of "short-term excess computing power" in the market currently, compared to global and U.S. markets, the domestic capital expenditure and the number of computing data centers related to computing power in China are still relatively low, leading to a "long-term shortage" as the main logic of the industry. In the long run, construction companies with state-owned controlling stakes, combined with the advantages of funding and comprehensive capabilities in green energy, construction, and leasing, will maintain their core competitiveness in this wave of AIDC.