Busy, but not in vain.

StrawberryIce · 2026-03-25T22:32:15+00:00

The article analyzes the performance inflection point and computing power business development of Oriental National Information, pointing out positive signals such as non-GAAP net profit turning positive and gross margin improvement, while emphasizing the importance of computing power delivery and ByteDance cooperation, and mentioning key support levels for stock price and risk warning factors.

StrawberryIce

2026-03-25 22:32:15

Abstract generation in progress

Mode requires continuous adjustments.

Eastern Guoxin

I. Performance Turning Point Tracking (Core Judgment)

Quarterly Financial Reports

• Non-GAAP net profit: turning from negative to positive / significant narrowing of losses

• Gross profit margin: computing power business increases more than 30%+ above the overall

• Operating cash flow: consistently positive and year-over-year growth

Performance Forecasts/Quick Reports

• Clear signals of turning losses into profits in 2026

• Traditional business decline stabilizes and no longer expands

II. Core Tracking of Computing Power Business

Helinger Intelligent Computing Center

• Number of cabinets delivered, P computing power deployment

• Shelf rate, PUE stability

• Maintenance of green energy cost advantages

AutoDL (C-end computing power)

• Monthly active users, paying users

• Revenue growth rate, market share maintained at leading level

III. ByteDance Long-term Contract Validation

• Annual/quarterly revenue confirmation

• Computing power delivery acceptance announcement

• Cooperation period, renewal/expansion information

IV. Stock Price and Capital Monitoring Indicators

• Key price range: support between 14.0–16.0 yuan

• Turnover rate: sustained >15%, watch for high volatility

• Trading volume: continuous decline warns of weakening

• Northbound/institutional holdings: increased holdings are a positive signal

V. Risk Warning Thresholds

• Computing power delivery below expectations, low shelf rate

• ByteDance order confirmation revenue significantly delayed

• Quarterly losses continue to expand

• Price wars in the computing power industry lead to gross margin decline

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