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Yunda Holdings: The company's Xinjiang Hami Smart Power Coordination Project has commenced construction.
Securities Daily, April 6—In response to questions from research participants, Yunda Shares stated that the company’s Xinjiang Hami power-computing collaboration project has commenced. In the future, the company will strengthen R&D of power-computing collaboration technologies and, through innovation, achieve deep integration of computing power and energy. It will actively explore new application scenarios for parallel multi-track use of “green power + computing power + data + algorithms.” Going forward, the company will also continue to innovate and implement power-computing collaboration projects in other regions within China.
In 2025, around areas with abundant wind and solar resources, the company will continue to promote the transformation of “green power” into “green energy,” converting green power locally into green energy. Its business model will gradually move from an earlier exploration phase into an industrialization advancement stage. The company’s first green methanol project, in which it will participate, is expected to be launched this year. In the future, the company will follow as its development mainline the “transformation of green power into green energy,” striving to break through the industry’s deadlock caused by homogeneous competition. For specific business and project details, please refer to the information released by the company through specified media such as Securities Times and the Cninfo website.
In 2025, the company’s profitability will face pressure, mainly due to the combined effects of multiple factors, including industry stage-based competition, product price fluctuations, changes in business mix, and investment in cultivating new businesses. In the future, the company will continue to advance technological upgrades, optimize product structure, enhance supply-chain collaboration, and improve fine-grained management, focusing on improving order quality and overall profitability. The company’s overseas business overall remains in an actively expanding posture. It has secured project orders in multiple regions, including the Middle East, Asia, Europe, and South America. It is the largest IPP wind power project in the Middle East—providing OEM supply for Saudi Arabia’s four-round wind power project (1.8GW). Going forward, in addition to continuing to deepen its focus on markets in Central Asia, the Middle East, Latin America, and Eastern Europe, the company will also actively expand into emerging markets such as Africa, further deepen its international layout, and steadily advance its international business.
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