The entire sector is rallying! The computing power leasing industry leads the surge, boosted by both the Computing Power Bank and Computing Power Coupons for double benefits.

Today, China A-share power-computing leasing sector saw a rapid surge at the open, with Hanggang Co., Ltd., Auride, and Hangyun Technology hitting the daily limit on strength. Pingzhi Information and Oriental Guoxin rose by more than 10%; many other stocks—including Websense Technology, Huafu Fashion, Uclock, Shunwang Technology, and New Focus Software—also collectively followed higher. Overall, the sector showed a pattern of opening high and going higher. Market expectations regarding policy tailwinds for the power-computing leasing industry, demand expansion, and improving profitability continued to heat up, and investor attention toward the sector rose markedly.

Latest Positive News for the Power-Computing Leasing Concept

Broad-Permission Computing Policy Rolls Out in a Major Way, Giving the Industry National Strategic Support: On April 2, 2026, the Ministry of Industry and Information Technology officially issued the notice titled “Notice on Carrying Out a Special Action to Empower Small and Medium-Sized Enterprises with Inclusive Computing” (MIIT General Letter Communications [2026] No. 14). It clearly proposes building innovative models of “a compute bank” and “a compute supermarket,” and rolling out subsidies for “compute vouchers, storage vouchers, and transport vouchers.” The expected total computing cost for enterprises is projected to decline by 20%-40%, and the inclusive computing system nationwide is planned to be completed by the end of 2028.

Escalating Imbalance in High-End Computing Supply and Demand, Moving the Industry into a Seller’s Market: According to IDC’s latest April 2026 data, the global delivery cycle for high-end GPUs has been extended to 2027, and the high-end computing shortage in the China market exceeds 35%. In March, domestic leading cloud providers collectively raised prices for AI computing services by 5%-34%. Power-computing leasing vendors raised their prices in sync by 20%-30%, and industry profitability expectations improved significantly.

Sustained Rapid Growth in Market Size, Opening Up a Trillion-Yuan Space: The China Industrial Research Institute of Zhongyan Puhua predicts that in 2026, the size of China’s power-computing leasing market will reach RMB 260 billion, with a year-over-year growth rate exceeding 62%. By 2030, it is expected to break through RMB 1 trillion. The CAGR is expected to remain at over 20%, and the intelligent computing sub-segment is projected to grow as fast as 43%.

Compute-and-Power Synergy Included in a National Engineering Project, Highlighting Cost Advantages: In the 2026 Government Work Report, “compute-and-power synergy” was included in the country’s new-type infrastructure projects for the first time. Newly built intelligent computing centers will prioritize supporting green power resources. Multiple regions have issued computing subsidy policies: places such as Shanghai and Shenzhen offer up to 50% support for enterprise power-computing leasing expenses, further stimulating demand in the industry.

Application Scenarios Expand Fully, Strengthening Demand Resilience: According to industry research data, power-computing leasing has expanded from AI large-model training and is rapidly penetrating fields such as industrial manufacturing, biopharmaceuticals, and fintech. Among them, the market size for power-computing leasing in the industrial sector is expected to exceed RMB 80 billion in 2026, up 78% year over year. Multi-scenario demand supports the industry’s strong momentum.

Industries Benefiting from the Positive Impact

The high industry momentum of the power-computing leasing sector directly drives the rapid development of the AI server and hardware equipment industry. According to SEMI’s latest research report, demand for core hardware such as high-end GPUs, AI servers, and high-speed optical modules is surging. In 2026, the global AI server market is expected to grow by over 50% year over year; the pace of domestic power-computing hardware substitution is accelerating. The data center infrastructure industry also benefits fully. According to a research report from Huachuang Securities, compute-and-power synergy policies are pushing the construction pace of intelligent computing centers; demand for supporting systems such as liquid-cooling systems, high-density server racks, and energy storage equipment is growing sharply, and the number of industry orders is up by more than 40% year over year. The cloud computing and digital services industry is entering a golden development period. According to IDC data, the widespread adoption of power-computing leasing lowers the threshold for enterprises’ digital transformation; in 2026, the market size of China’s enterprise cloud services will exceed RMB 1 trillion. The rate of cloud adoption by small and micro enterprises increases to 75%, and the integration of power-computing services with industry solutions is creating a new growth engine. The industrial internet and intelligent manufacturing industries also benefit significantly. Power-computing leasing supports the rollout of scenarios such as digital twins, industrial simulation, and intelligent quality inspection. According to Ministry of Industry and Information Technology data, in 2026, the scale of the industrial internet industry will exceed RMB 1.2 trillion, and the efficiency of digital transformation in the manufacturing sector will improve by more than 30%.

Risk Warning: The industry information and company developments mentioned in this article are provided only for sorting and do not constitute any investment advice. There are uncertainties regarding business operations and market volatility; please pay attention to the relevant risks.