According to the Fangzheng Securities Research Report, CIMC's basic container disk is stable, and the marine engineering+AI data center micromodule is two-wheel drive. The company's industrial clusters cover the two major fields of logistics and energy. The company's customers cover global shipping companies, semi-trailer and special vehicle OEMs, energy and chemical companies, airports and fire agencies, data center operators, etc. The boom in AI computing power investment has brought demand for rapid data center deployment. Relying on container manufacturing platforms and CIMC Digital Energy's more than 13 years of prefabricated modular data center experience, CIMC has the ability to differentiate “factory prefabrication+global delivery”. Data center micromodules are expected to become the company's second growth curve after traditional equipment, contributing significantly to order and performance elasticity. Considering that the company's traditional business is steady, emerging businesses such as data center modularization are in the expansion period. It is expected to form new flexible contributions, cover for the first time, and give a “recommended” rating.

According to the Fangzheng Securities Research Report, CIMC's basic container disk is stable, and the marine engineering+AI data center micromodule is two-wheel drive. The company's industrial clusters cover the two major fields of logistics and energy. The company's customers cover global shipping companies, semi-trailer and special vehicle OEMs, energy and chemical companies, airports and fire agencies, data center operators, etc. The boom in AI computing power investment has brought demand for rapid data center deployment. Relying on container manufacturing platforms and CIMC Digital Energy's more than 13 years of prefabricated modular data center experience, CIMC has the ability to differentiate “factory prefabrication+global delivery”. Data center micromodules are expected to become the company's second growth curve after traditional equipment, contributing significantly to order and performance elasticity. Considering that the company's traditional business is steady, emerging businesses such as data center modularization are in the expansion period. It is expected to form new flexible contributions, cover for the first time, and give a “recommended” rating.