On June 18, 2024, Runze Technology (stock code: 300442) surged by the daily trading limit of 20%, closing at RMB 23.78 per share. The rally was primarily driven by the company’s recent strategic expansion in data centers and computing infrastructure. As China’s national ‘East Data, West Computing’ initiative continues to gain momentum, Runze—recognized as a leading domestic data center service provider—has secured multiple large-scale AI computing center projects, significantly boosting its order backlog. Market expectations for a strong improvement in its interim 2024 earnings, coupled with surging demand for AI computing power, have further bolstered investor sentiment. Analysts note that Runze’s technological edge in energy-efficient data centers and its nationwide resource footprint position it well to benefit from the ongoing digital economy boom. However, investors should remain mindful of intensifying industry competition and potential risks related to project payment cycles.
2024年6月18日，润泽科技（股票代码：300442）股价强势涨停，收盘报于23.78元，涨幅达20%。此次涨停主要受益于公司近期在数据中心和算力基础设施领域的积极布局。随着国家“东数西算”战略持续推进，润泽科技作为国内领先的数据中心服务商，承接了多个大型智算中心建设项目，订单量显著增长。此外，市场预期其2024年中报业绩将大幅改善，叠加AI算力需求爆发，进一步提振投资者信心。分析人士指出，润泽科技凭借其在绿色节能数据中心方面的技术优势和全国性资源布局，有望在新一轮数字经济浪潮中持续受益。不过，投资者也需关注行业竞争加剧及项目回款周期等潜在风险。
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