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[Market Overview] The SMM computing power leasing price composite index closed at 18.266 yuan/card·hour today, pulling back 0.16 yuan, or 0.87%, from 18.426 yuan on October 12. On a full-server 8-card basis, this equates to approximately 105,200 yuan/unit·month, marking the first decline after three consecutive trading days of gains following the holiday (since October 8). From 16.72 yuan on October 8, the cumulative post-holiday gain stands at 10.2%, with today's pullback still limited in scope.

This week, the computing power hardware market saw simultaneous shifts on both the supply and demand sides. On the demand side, the price-increase signal traveled down the transmission chain to the very end: monthly rental for 5090 eight-card servers in east China rose from 13,500 yuan/unit/month in early September to 16,000 yuan/unit/month, an increase of 18.5%. Rental prices and desktop AI device procurement prices moved up in tandem, cross-validating the growth and transmission of computing power demand. SMM believes this round of shortage has evolved from a one-way pattern of "demand transmitting down the chain" into a two-way squeeze of "demand pressing down while capacity pulls up.

Hongxin Electronic announced that its wholly owned subsidiary Beijing Anliantong Technology Co., Ltd. recently signed a Product Purchase and Sale Contract with Supplier A to procure high-performance server computing power chips, with independent acceptance and billing by batch, and a total contract value including tax of 2.131 billion yuan. It also signed a Sales Contract with Supplier B to purchase high-performance server computing power chips, with payment obligations fulfilled according to the seller's one-time or batch delivery, and a total contract settlement price of 852 million yuan.