Computing Power Demand Translates into Business Growth, Boosting Profitability Elasticity Across the Industry Chain

Demand for computing power is accelerating its conversion into operating growth and profitability elasticity for listed companies. Recent third-quarter reports, performance forecasts, and preliminary announcements from A-share companies in the relevant industry chain show sales growth in servers, computing and storage chips, improved profitability in segments such as high-end copper-clad laminates and printed circuit boards, with demand further transmitting to other areas including optical communication and production testing equipment. Liu Ying, researcher at the Renmin University of China Yangtze Financial Research Institute, told reporters that computing power demand drives growth in related manufacturing by expanding procurement of products such as servers, chips, and optical communication equipment, further stimulating R&D, capacity expansion, and equipment investment. In this process, industrial investment is concentrating in fields including computing power, semiconductors, and high-end equipment, serving as an important manifestation of the transformation of industrial growth momentum. (Shanghai Securities News)