[SMM Computing Power Daily] H200 Spot Cargo: 256 Units Quoted at 5.35 Million, High-End Cards Shipped in Concentrated Batches
Summary: On August 26, 256 units of spot H200 were centrally listed in Shenzhen warehouse at 5.35 million yuan per unit (including 13% tax); 256 units of high-end complete machine Dell 3T spot were quoted at 14.02 million yuan, with spot trading at about 57% premium over futures. H200 leasing multi-form pricing remained above 120,000 yuan, with 3 units PCIE annual contract in Central China at 126,000 yuan. H100, 96 units in Inner Mongolia, three-year fixed contract at 76,000 yuan; spot in Southwest at 102,000 yuan. Both supply and procurement of 5090 were active, with procurement budget in South China at 39,500 yuan per unit, annual contract in Southwest at 13,500 yuan, and 1TB large memory version premium to 16,500 yuan.
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