According to the China Galaxy Securities Research Report, the large-scale, popularization and localization of the computing power industry chain at the industry level will become the main direction of future development, and the 5.5G industry chain may also become an important gripper for China to gain a leading position in the next generation of mobile communication systems. As a leading enterprise in China, Huawei has an in-depth layout of computing power +5G-A, and the steady increase in revenue quality is expected to drive related industrial chains to resonate and usher in new development opportunities. It is recommended to focus on IDC leaders Aofei Data and Guanghuan New Network; the industrial Internet Yinghantong; the optical communication industry chain Zhongji Xuchuang, Xinyisheng, Tianfu Communications, Huagong Technology, Guangxun Technology, etc.; Invec in the temperature control industry chain; and also pay attention to companies related to the Huawei industry chain.
银河证券：算力产业链技术变革 看好产业链龙头公司持续受益
Galaxy Securities: Technological changes in the computing power industry chain are optimistic that leading companies in the industrial chain will continue to benefit
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