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Wangsu Science & Technology (300017.SZ): Hong Kong Wangsu intends to transfer 42.2997% equity of Cloudsway.
On March 28, Gelonghui reported that Wangsu Science & Technology (300017.SZ) announced that through its wholly-owned subsidiary Hong Kong Wangsu Science & Technology Co., Ltd. (referred to as "Hong Kong Wangsu"), it holds 42.2997% of the shares of its subsidiary Cloudsway Pte. Ltd. (referred to as "Cloudsway"). Currently, Hong Kong Wangsu intends to transfer its 42.2997% stake in Cloudsway to an affiliated party for a price of 0.1057 billion yuan. After the completion of this Trade, the company will no longer hold equity in Cloudsway, and Cloudsway will no longer be included in the public.
Wangsu Science & TechnologyLtd's (SZSE:300017) Investors Will Be Pleased With Their Stellar 131% Return Over the Last Three Years
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
Wangsu Science & Technology Co.,Ltd.'s (SZSE:300017) 36% Share Price Surge Not Quite Adding Up
After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.
① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.
Wangsu Science & Technology (300017.SZ): The income from liquid cooling accounts for a small proportion of the company's overall revenue.
On February 17, Gelonghui reported that Wangsu Science & Technology (300017.SZ) stated on the investor interaction platform that the company's liquid cooling Business currently has two directions: single-phase immersion liquid cooling solutions and cold plate solutions, which have been applied in fields such as convergence media, video rendering, and Universities. Currently, liquid cooling revenue accounts for a small proportion of the company's overall revenue.
