A · Important
[Shennet: Plans to invest an additional 1.265 billion yuan in the Horinger Intelligent Computing Center project] On September 24, Sinnet (300383.SZ) announced that as the AI large model training and reasoning business has entered the large-scale commercialization period from the technical verification period, the demand for intelligent computing power in the northern region continues to grow rapidly. The single project load demand of leading computing power customers has increased significantly compared with 2024, and the 60-100MW capacity scale planned for the original project is no longer sufficient to undertake large-scale, turnkey computing power orders. The company plans to increase its investment in the Helinger Intelligent Computing Center project to 2.5 billion yuan, an increase of 1.265 billion yuan or 102.43% from the original plan. After adjustment, the IT load of the project has increased to 90-120MW, and the total construction area has increased to approximately 121,200 square meters. After the project is fully operated, the annual revenue is expected to be 722 million yuan and the net profit is 111 million yuan.
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