GF SEC: The demand for intelligent computing is driving the development of high-power racks in Datacenter, presenting opportunities for AIDC electrical infrastructure.

The intelligent computing center's rack high density raises higher requirements for Electrical Utilities supply capacity, the area proportion of distribution equipment, energy utilization efficiency, Server power, and heat dissipation efficiency, driving the corresponding upgrades in the electrical infrastructure of Datacenters.

Zhitong FinanceMar 12 15:02

Mingyang Electric (301291): Offshore wind + overseas Business gaining momentum, Datacenter Business contributes new growth point.

Key point: The company announced its 2024 performance forecast: The net income attributable to shareholders for 2024 is expected to be between 0.6-0.7 billion yuan, a year-on-year increase of 21.18%-41.37%; the company's net income attributable to shareholders after deducting non-recurring gains and losses is expected to be between 5.90-6.90.

Yongxing SecuritiesFeb 24 00:00

Sinolink: Surge in computing power, the value of power supply and distribution systems rises under the AIDC wave.

It is recommended to focus on four main investment lines: AC/DC Server power supplies, backup power HVDC/BBU, supporting Electrical Equipment, and diesel Generators.

Zhitong FinanceFeb 7 09:49

Mingyang Smart Energy (301291.SZ) Shareholder Shenzhen Venture Capital has completed its Shareholding reduction, with a total decrease of 1.9185 million shares.

Mingyang Electric (301291.SZ) announces that its shareholder Shenzhen Innovation Investment Group Co., Ltd. (referred to as "Shenzhen Innovation...")

Zhitong FinanceFeb 5 18:17

Mingyang Electric (301291): 25 years overseas + offshore wind dual drive, Datacenter provides new flexibility.

Performance forecast: the company has released its annual performance forecast for 2024, expecting to achieve a net profit attributable to shareholders of 0.6-0.7 billion yuan, with a year-on-year increase of 21.18-41.37%, and a net profit attributable to shareholders after deducting non-recurring gains and losses of 0.59-0.69 billion yuan, with a year-on-year increase of 2.

HuaanJan 22 00:00

Mingyang Electric (301291.SZ) has announced an expected increase, forecasting an annual net income of 0.6 billion to 0.7 billion yuan, a year-on-year growth of 21.18% to 41.37%.

Mingyang Electric (301291.SZ) disclosed its performance forecast for the fiscal year 2024, expecting the net profit attributable to the listed company to be...

Zhitong FinanceJan 21 16:24