近期，随着人工智能、大模型训练及数字经济发展对高性能计算资源需求的激增，‘算力租赁’概念持续走高，成为资本市场关注的热点。7月10日，宏景科技股份有限公司（股票代码：301396）因积极布局算力基础设施及提供算力租赁服务，股价强势涨停，引发市场广泛关注。所谓算力租赁，是指企业或机构通过云平台或第三方服务商，按需租用高性能计算资源（如GPU、TPU等），以满足AI训练、科学计算、大数据分析等高负载任务的需求。这种方式可大幅降低中小企业和科研单位的硬件投入与运维成本，提升资源利用效率。宏景科技作为国内领先的智慧城市解决方案提供商，近年来加速向算力服务领域转型，建设智算中心并推出算力租赁平台，积极响应国家‘东数西算’战略。公司表示，其算力资源已服务于多个行业客户，包括自动驾驶、生物医药和金融科技等领域。分析人士指出，在AI浪潮推动下，算力正成为新型生产力要素，算力租赁模式有望迎来爆发式增长。宏景科技凭借先发优势和技术积累，或将在这一赛道中占据重要位置。
Recently, the concept of ‘computing power leasing’ has gained significant traction in the capital markets, driven by surging demand for high-performance computing resources from artificial intelligence, large model training, and the digital economy. On July 10, Hongjing Technology Co., Ltd. (stock code: 301396) saw its share price surge to the daily trading limit, drawing widespread market attention due to its active expansion into computing infrastructure and computing power leasing services.Computing power leasing refers to businesses or institutions renting high-performance computing resources—such as GPUs or TPUs—from cloud platforms or third-party providers on a pay-as-you-go basis to support demanding tasks like AI model training, scientific computing, and big data analytics. This model significantly reduces upfront hardware investment and operational costs for small and medium-sized enterprises and research institutions while improving resource utilization efficiency.As a leading provider of smart city solutions in China, Hongjing Technology has accelerated its strategic shift toward computing power services in recent years. The company has built intelligent computing centers and launched a computing power leasing platform, aligning with China’s national ‘East Data, West Computing’ initiative. According to the company, its computing resources are already serving clients across sectors including autonomous driving, biopharmaceuticals, and fintech.Analysts note that as AI continues to reshape industries, computing power is emerging as a new core productivity factor, and the computing power leasing model is poised for explosive growth. With its early-mover advantage and technical expertise, Hongjing Technology is well-positioned to capture a significant share of this emerging market.
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