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|2024 03 25 AI AI B100 AI CDU AIDC AI PUE AIGC AIGC PUE 2025 205 AI 2025 160 2025 44 N AIDC S0680519010002 S0680519050002 S0680523070001 1 OFC 2024-03-24 2 Restaking DeFi 2024-03-22 3 AI ASIC 2024-03-20 EPS P E 2022A 2023E 2024E 2025E 2022A 2023E 2024E 2025E 002837.SZ 0.49 0.68 0.92 1.23 63.88 46.03 34.02 25.45 Wind-32%-16%0%16%32%2023-03 2023-07 2023-11 3002024 03 25 P.2.4 1.6 1.1.6 1.1.1.6 1.1.2.7 1.1.3.7 1.1.4.8 1.1.5.8 1.2.9 1.2.1.9 1.2.2 CDU.11 1.2.3.13 2.15 2.1 AIDC.15 2.2.16 2.2.1 PUE.16 2.2.2.17 2.3.20 2.3.1 AI.20 2.3.2.21 3.23 3.1.23 3.2 N.23 3.2.1.24 3.2.2.24 3.3.27 3.3.1.27 3.3.2.28 3.3.3.29 4.32 5.33 1.6 2.7 3.7 4.7 5.8 6 COOLERCHIPS.8 7.9 8.10 9.11 10.11 11.11 1ZAZuNrMmPmNtNsRmRtMpO7NcM6MmOpPmOsOjMnNtQlOtRpR6MpPuMuOtPrOxNtPoQ2024 03 25 P.3 12.12 13 CDU.13 14 CDU CDU.13 15.14 16 NVIDIA DGXA100 640GB 6.5.15 17 NVIDIA DGX H100 640GB 10.2.15 18.16 19.16 20 PUE.17 21.18 22.18 23.18 24 2023H1.19 25 2023H1.19 26.20 27.20 28 AI.21 29.22 30.23 31.24 32.24 33.25 34.28 35.29 36 Coolinside.30 37.31 38.32 39.32 2024 03 25 P.4 AIDC AI AI AI CPU GPU NVIDIA A100 SXM 400W 8 AI GPU 3.2kW H100 PCIe 5.0 700W H100 8 H100 GPU 5.6kW CPU 15kW 30kW/PUE PUE PUE AIGC AI 2022 2022 CDU N L7nz9r9rEcUeG5k3xKOJHLzkDSe1RnSOm2svFrHBRVmKcrXm9edD8QYMSCn20ffu 2024 03 25 P.5 AIDC 2024 03 25 P.6 1.1.1 1 1.1.1/2024 03 25 P.7 2 3 1.1.2 4 1.1.3 CPU GPU 2024 03 25 P.8 5 1.1.4+CPU/GPU+2023 5 COOLERCHIPS 2024 6 COOLERCHIPS NVIDIA 1.1.5-2024 03 25 P.9/7 1.2 CDU 1.2.1 2024 03 25 P.10 8 boydcorp youtube/2024 03 25 P.11 9 10 11 CDCC 1.2.2 CDU CDU CDU CDU CDU CDU 2024 03 25 P.12 CDU CDU CDU 12 boydcorp CDU CDU/CDU/CDU CDU U CDU CDU CDU CDU CDU CDU CDU CDU CDU CDU 2024 03 25 P.13 13 CDU 14 CDU CDU CDU CDU IT CDU 1.2.3 Manifold/Manifold Manifold Manifold Manifold 2024 03 25 P.14 15 CDCC 2024 03 25 P.15 2.2.1 AIDC AI CPU AI GPU+CPU AI AI CPU GPU ChatGPT AI NVIDIA DGXA100 640GB 8 GPU NVIDIA A100 80GB Tensor Core GPU 2 CPU AMD Rome 7742 H100 8 GPU 2 CPU NVIDIA A100 SXM 400W 8 AI GPU 3.2kW H100 PCIe 5.0 700W 8 H100 GPU 5.6kW CPU H3C R4900 G6 385W CPU GPU-12kW 15kW H100 10.2KW 30kW 16 NVIDIA DGXA100 640GB 6.5 17 NVIDIA DGX H100 640GB 10.2 NVIDIA NVIDIA AI PUE 7 AI 42U 45U 1U 44.45mm 19 600mm 1200mm 2024 03 25 P.16 19*42U 48.2*186.7 A100 26.4 48.2 89.7 7 A100 45.5KW 6kw 8kw A100 GPU 3.2KW 8kw A100 H100 1 PUE 18 19 2.2+PUE PUE AIGC AI 2.2.1 PUE PUE PUE IDC IT PUE 2017 2020 PUE 1.4 2019 2022 PUE 1.4 1.8 2021 2021-2023 2021 PUE 1.35 2023 1.3 1.25 2024 03 25 P.17 5G 2025 PUE 1.3 1.25 2022 2025 PUE 1.3 4 PUE 1.2 4 PUE 1.25 20 PUE 2.2.2 1 25 50%2023 6 5 31 2024 03 25 P.18 2023 2024 10%2025 50%21-2023 2019-2021 2023 5GBBU 2020 5GBBU 2 PUE 1.15 2018 PUE 1.2 2023 2021 2021 5GBBU 10kW PUE 1.16 22 23-2023-2023 2 IT IDC 2023 IPF All in 2022 6 2024 03 25 P.19 NF5280M6 i24LM6 ORS3000S AI NF5498LA5 NF5688LM6 NF5498LA5 500W PUE 1.1 B5000 LP B7000 PUE 1.05 IDC 79%31.9%10 FusionPoD for AI 8 8GPU 64 GPU pPUE 1.06 100%2022 2023 11 CDU 24 2023H1 25 2023H1 IDC Nettrix 3 AIGC 2016 2018 2020 5A 2021 4.0 2021“11”PUE AIGC 2024 03 25 P.20 26 CDCC 2.3 AI GPU AI PUE 2025 205 27 2023E 2024E 2025E 29.57 91.09 205.17 22.18 59.56 117.24 7.39 31.53 87.93 AI 22.09 72.79 160.69 7.48 18.30 44.49 2.3.1 AI AI 2025 AI AI 2025 160 2022/2023/2024 AI 2024 03 25 P.21 28.4/35.4/42.1 AI AI A100 6.5KW AI 50%70%,50%2023 5%-8%2023 AI 80%AI AI 2023-2025 AI 20%50%80%IDC 2023 H1 90%10%2025 20%11818/kw 3500-4000 4000 12000 5%28 AI 2023E 2024E 2025E AI 35.4 42.1 49.7 AI KW 6.5 7.0 8.0 AI 20%50%80%90%85%80%10%15%20%/KW 4000 3800 3610/KW 12000 11400 10830 16.57 47.59 91.82 5.52 25.20 68.87 AI 22.09 72.79 160.69 C114 IDC CDCC 2.3.2 AI 2025 44 2024 03 25 P.22 2023 2022 385 8%AI AI AI 29 2023E 2024E 2025E 416 449 485 KW 0.75 0.83 0.91 5%10%20%90%85%80%10%15%20%/KW 4000 3800 3610/KW 12000 11400 10830 5.61 11.97 25.42 1.87 6.34 19.07 7.48 18.30 44.49 2023 IDC CDCC 2024 03 25 P.23 3.3.1 CDU TANK manifold 3M 30-2023 3.2 N 1964 IBM System360 Frontier CPU GPU 9408 N 2024 03 25 P.24 3.2.1 3M Google Meta SK AI GRC LiquidStack Midas Asperitas Submer Vertiv Iceotope CoolIT Systems Asetek Motivair Chilldyne jetCool 31 32 TMGCORE liquidstack GRC 3.2.2 N N 2024 03 25 P.25 33 PE 2023E 2024E 2025E 2023E 2024E 2025E 002837.SZ 183 3.89 5.23 6.99 47 35 26 002126.SZ 142 6.09 8.30 11.08 23 17 13 002335.SZ 135 6.49 9.06 11.85 21 15 11 872808.BJ 99 1.05 1.84 2.35 73 54 42 300602.SZ 98 1.71 4.19 5.83 58 23 17 002536.SZ 76 2.62 3.92 5.01 31 19 15 301018.SZ 73 2.27 3.04 3.92 32 24 19 300990.SZ 66 2.15 3.19 4.48 31 21 15 300709.SZ 66 2.09 2.83 3.32 32 23 20 301489.SZ 51 0.74 1.02 1.34 69 50 38 300499.SZ 42 0.38 1.76 3.11 113 24 14 603912.SH 46/300249.SZ 36/301399.SZ 33/300731.SZ 24/002272.SZ 34/Wind 180 2024 3 21 2005 2022 Coolinside CDU Manifold 20 2023H1 260MW 58.8%2023 6 2024 03 25 P.26 ICT 1993 2023 2001 ABB Siemens GE 30 PUE 1.2 2000 2011 2022 500MW 2001 CDU PUE 2024 03 25 P.27 TCO 3.3 3.3.1 2024 03 25 P.28 34 3.3.2 TCO AI 2 10kW IT 20KW 10%40KW 14%AI 45.5KW 2024 03 25 P.29 35 3.3.3 CDU manifold/2024 03 25 P.30 36 Coolinside 2019 2020 XGlacier 2021 200kW 2022 Coolinside IDC 2015 2022 500MW 2018 IDC 2022 ABB 2024 03 25 P.31 37 Wind 00.511.522.53 2020 2021 2022 2023 2024 03 25 P.32 4.AI GPU ASIC 1 2 AI N 38 PE 2023E 002837 183 35 CDU Wind 180 2024 3 21 39 PE 2024E 872808.BJ 99 54 002335.SZ 135 15 CDU 300602.SZ 98 23 301018.SZ 73 24 300990.SZ 66 21 300499.SZ 42 24 Wind 180 2024 3 21 2024 03 25 P.33 5.1.2.AIDC/AIDC AIDC 3.4.AI AI AI 2024 03 25 P.34“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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