真灼财经
2026.03.12 11:10

Singularity Intelligent Technology (01280.HK) secures a 278 million yuan AI server order, with its strategic transformation continuing to gain momentum and solidify its position in the intelligent computing power track.

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China Singularity Guofeng Holdings Limited (Stock Code: $QIDIAN GUOFENG(1280.HK), hereinafter referred to as "Singularity Guofeng" or "the Company") $QIDIAN GUOFENG(01280.HK) announced today that its subsidiary, Beijing Singularity Guofeng Intelligent Computing Technology Co., Ltd. (hereinafter referred to as "Beijing Singularity Guofeng"), has entered into an AI server sales contract with an independent third-party buyer, with a total consideration of RMB 278.3 million. According to the contract terms, Beijing Singularity Guofeng will sell 200 AI servers to the buyer, marking another significant breakthrough in the commercial delivery of the Company's intelligent computing power business.

In terms of payment terms, the buyer is required to pay 30% of the payment for each batch of goods as a down payment after the completion of inspection, and pay the remaining 70% on the day the pressure test is completed. This payment arrangement not only safeguards the Company's cash flow security but also demonstrates the buyer's high recognition of the Company's computing hardware delivery capability and product stability.

The landing of this order is highly synergistic with the Company's layout of the entire domestic AI computing power industry chain. In January 2026, the Company's subsidiary, Shanghai Huiliu Network Technology Co., Ltd., just signed a one-year non-exclusive leading channel distributor cooperation agreement with the leading domestic GPU company, MetaX Co., Ltd. $MetaX(688802.SH), committing to an annual procurement of 2,000 GPU products, with a potential business scale of approximately RMB 200 million.

As a core domestic GPU manufacturer, MetaX Co., Ltd., relying on the XCORE architecture and MetaXLink high-speed interconnect technology, has achieved computing power chip performance comparable to international top-tier levels, providing key upstream support for the Company's computing hardware integration. This AI server sales contract is a successful example of the Company's efficient connection between upstream core GPU resources and downstream market demand, fully verifying the resource integration capability and market landing ability of the Company's integrated software-hardware computing power solution.

Currently, Singularity Guofeng is undergoing a strategic transformation from traditional retail to a smart computing power infrastructure provider. Leveraging the capital operation, brand credit, and market-oriented execution advantages of its listed platform, it is rapidly building differentiated barriers in the field of domestic computing power integration services.

The landing of this large order further solidifies the revenue base of the Company's smart computing power business and validates its commercial feasibility. Market views suggest that entering the national strategic, rigid-demand smart computing power track will drive the reconstruction of the Company's valuation system, shifting from traditional consumer service valuation logic to technology integration and computing power service valuation logic, opening up long-term growth space.

In the long term, Singularity Guofeng is committed to becoming an important integrator and promoter of the domestic diversified computing power ecosystem. By building an open partner system and collaborating with outstanding upstream and downstream enterprises, it aims to jointly define the standards for full-stack domestic solutions for future scenarios. In the tide of domestic substitution, Singularity Guofeng, with its clear strategic blueprint, firm execution capability, and unique competitive advantages, is embarking on a remarkable new journey of value growth, creating more excellent returns for shareholders and society.

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