The inclusive computing power special campaign is coming strong, with multiple stocks like YunSaiZhiLian and ZhiZhen Technology hitting the daily limit.

（Source: 财闻）

By the end of 2028, a pro-people (inclusive) computing power service system will be basically in place that is widely covered, low in cost, high in service quality, strong in ecosystem, and strong in talent, covering at least 10 categories out of the 15 industry categories to which the criteria for the classification of small and medium-sized enterprises apply.

On April 3, the computing power leasing sector saw a straight-line surge. Zhenzhitec (003007.SZ), Sitchi (300608.SZ), and Yuncai Zhilian (600602.SH) hit the daily limit. Dongfang Guoxin (300166.SZ), China Beixin Communication (603220.SH), IcoLan (300816.SZ), Jiaheng Technology (603206.SH), and Tsinghua Unisplendour (000938.SZ) followed suit.

On the news front, on April 2, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special campaign to empower the development of small and medium-sized enterprises with inclusive computing power. It states that by the end of 2028, a pro-people (inclusive) computing power service system will be basically in place that is widely covered, low in cost, high in service quality, strong in ecosystem, and strong in talent. Among the 15 industry categories to which the criteria for the classification of small and medium-sized enterprises apply, at least 10 categories will be covered. This will further strengthen the provision of public services for the application of computing power by small and medium-sized enterprises, significantly lower the barriers for small and medium-sized enterprises to obtain and use computing power, and provide solid computing power support to promote the specialized, refined, distinctive, and innovation-driven (“specialty, refinement, uniqueness, and innovation”) development of small and medium-sized enterprises.

Innovate inclusive computing power service models. Improve the small and medium-sized enterprise sections in the China computing power platform, the computing power resource matching sections in the China Small and Medium-sized Enterprises Service Network, and the special sections for national computing power internet service nodes (collectively referred to as the SME platform sections), to promote precise matching between SMEs’ needs and the supply of computing power resources, and implement flexible payment models such as charging by “card-hour,” “compute-hour,” and Token-based billing. Explore innovative businesses such as “computing power banks” and “computing power supermarkets,” supporting SMEs in depositing idle computing power resources and enabling flexible access and use through cross-regional and cross-period scheduling. Implement the artificial intelligence small and medium-sized enterprise entrepreneurship support plan, encouraging relevant local departments to provide subsidies in the form of “computing power coupons,” “stored computing power coupons,” and “transportation capacity coupons” to SMEs aligned with industrial directions via the SME platform sections, simplifying the processes for obtaining and using resources.

A research report from Citic Securities said that the performance of the technology sector in March shows that computing power overall is still in a shortage and that price increases continue to spread to segments such as cloud services and CPUs. However, due to macro disturbances and geopolitical shocks, the valuations of the technology sector have taken a significant hit. Looking ahead to April, on the one hand, historically after April enters the earnings season, the market often falls into a period of contraction in risk appetite; on the other hand, the duration of current geopolitical disruptions remains difficult to judge. Therefore, it suggests focusing on steady-growth products with favorable performance in the first quarter of 2026 and reasonable valuations. By reviewing A-share technology sector companies that have already released 2025 earnings forecasts, Citic Securities found that within its third-level industry categories, the computing power infrastructure-related segments for AI are overall in a high-optimism (high-visibility) state. Among segments with more pronounced year-over-year profit growth of over 50%, include network access and tower installation, PCB, cables, semiconductor equipment, integrated circuits, and others. In addition, the motorcycle sector, game and display subcomponents are also in a relatively high state of optimism.

Endless news, precise analysis—available on the Sina Finance APP