Keywords, out now!

StrawberryIce · 2026-03-10T00:17:44+00:00

"Raising lobsters" has become a hot topic at this year's Two Sessions, driving the development of related industries. Cloud computing, edge hardware, domestic large models, and other fields have benefited, with companies like Hailanxin and Dawei Technology performing outstandingly in computing infrastructure. Additionally, the layout of compute-electric collaboration and green computing power also demonstrates promising industry prospects.

StrawberryIce

2026-03-10 00:17:44

Abstract generation in progress

The keywords for this year’s Two Sessions have been announced:

2024 Two Sessions, Low Altitude

2025 Two Sessions, Deep Sea

2026 Two Sessions, Lobster

This week, ‘Lobster Farming’ has become a hot topic at the official Two Sessions + industry giants are following up intensively + it has become a profitable business among the public, marking the breakout of ‘Lobster Farming’.

Beneficial Directions:

Cloud Computing, the pickaxe of the ‘Lobster Farming’ boom. Tokens are the ‘energy’ of the Agent era, and the popularity of OpenClaw has directly accelerated the consumption of domestic model tokens.
End-side hardware, OpenClaw’s local-first feature allows AI applications to run without relying entirely on the cloud, also raising higher requirements for end-side chips.
Domestic large models and applications, the ‘Lobster Farming’ boom will drive the collective evolution of domestic large models and applications.

Hailanxin: [Hainan Lingshui Project] Hailanxin has deployed undersea intelligent computing cabins here. According to public information, a single module of this project has integrated large models like DeepSeek, capable of supporting about 7,000 inferences per second.

[Shanghai Lingang Project] As an “upgraded version 2.0,” it directly serves the high ground of intelligent computing, including ByteDance (providing computing power for ByteDance AI business and overseas gaming), China Telecom, Alibaba Cloud, SenseTime, Parallel Technology, and others. The token consumption generated during the operation of these companies’ models directly translates into demand for Hailanxin’s UDC computing power leasing.

The Shanghai Lingang project combines offshore wind power to achieve “green electricity + computing power.” In the context of carbon neutrality, tokens produced by this green computing power have higher compliance value and lower carbon tax costs.

Hailanxin’s projects provide a high-density, low-cost, green physical environment. Large model vendors run programs in these “undersea data centers,” and the final product they produce is the tokens purchased by users.

[Taogu Ba]

Dawi Technology: A leading internet IDC service provider. The company relies on the “source-network-load-storage integration + AIDC (Artificial Intelligence Data Center) customized” computing and power synergy development strategy, deeply cultivating the new computing infrastructure track. With core regional resource advantages, it is expected to benefit from rapid growth in intelligent computing services.

Annuoqi: Official WeChat confirms “OpenClaw + Chemical Industry,” Annuoqi’s “Zhixing Cloud” platform offers ready-to-use GPU computing and acceleration services.

February 3 Zhixing Cloud Official WeChat: OpenClaw nanny-level tutorial, one-step deployment, free to start using tokens. Zhixing Cloud preloads the environment needed for OpenClaw applications and operation, enabling automatic installation and deployment with one click.

Additionally, Weekend breaking news! Amazon and Microsoft land data centers were attacked, and globally, priority is being given to building UDCs! Hailanxin is the only domestic and one of the only two globally (Microsoft, Hailanxin) UDC “computing and power collaboration.”

In recent years, Gulf oil countries have spent heavily on AI transformation. Large data centers are key. As a result, for the first time globally, drones have attacked—and the attacks continue! Gulf UDC!

This is the logic behind Hailanxin’s low opening and strong rise as one of the only two global UDC “computing and power collaboration” entities! Microsoft is currently not as good as Hailanxin, which has received an exclusive interview from CCTV News!

Computing and Power Collaboration: Jinkai New Energy’s reverse market trend, GCL New Energy, Shao Neng shares hit the daily limit, and the new South Grid digital surge and new themes in March for computing and power collaboration are making a comeback.

Lobster + Computing and Power Collaboration: Hailanxin, Dawi Technology

This week, the focus is on “Lobster + Computing and Power Collaboration”!

(Risk reminder: All logical analyses are personal opinions or personal trading records, not market views. Do not use them as trading basis. Risks are to be borne by oneself!)

(Author’s disclosure: This logical analysis is not a securities recommendation or investment advice. As of the time of writing, the author holds some related stocks and may sell them at the next trading opportunity. Personal holdings are very small, generally not exceeding a few tenths of a percent of the stock’s daily trading volume, and have minimal impact on individual stock trading.)

$Hailanxin(sz300065)$
$Dawi Technology(sh600589)$
$Annuoqi(sz300067)$
$Jinkai New Energy(sh600821)$
$GCL New Energy(sz002015)$

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