Xingyun Technology Update 0727

English summary

According to investor interaction: company joint venture deploys liquid cooling equipment R&D and sales, computing container integration business, #Hangzhou Xingyun Zhileng existing orders are being executed, still in early small-scale pilot stage. Company will release semi-annual results preview on the evening of July 30, high growth performance, main business computing rental maintains high prosperity, #pay attention to subsequent order progress of major customer K and customer price increase expectations. Company from single computing power leasing to full industrial chain layout, in 2.0 and 3.0 stages #laid out SSD business and liquid cooling business, SSD signed orders in 26. Institutional buy restriction will soon be resolved, chip structure will be optimized, #27 years looking at 2.5 billion profit, current 10x PE. #August 3-5 Monday-Wednesday/Board Secretary/Guangzhou+Shenzhen offline door-to-door reverse roadshow.