Global Precision Group (01286.HK) surged almost 5% in Hong Kong trading, climbing 4.81% to HK$3.27 by press time with turnover reaching HK$4.53 million. The rally follows Nvidia's July 15 announcement to resume H20 chip sales in China. Open Source Securities views this development as pivotal for resolving domestic computing power shortages, forecasting broad benefits across China's AIDC supply chain. Concurrently, 21Vianet's upgraded fiscal 2025 guidance signals accelerated expansion in the sector.

Great Wall Securities observes a strategic pivot among AI cloud providers, noting intensified data center infrastructure investments as global AI competition evolves from computing power to energy resilience. Global Precision's 2024 annual report reveals surging demand for AI-related data centers across Europe, America, and Asia, including China. This trend propelled sales of high-horsepower engines—critical components in distributed generators—by 58.6%, establishing them as the company's third-largest revenue segment at 16.8% of total income.

Bolstered by increased market share and robust order backlogs, the manufacturer anticipates mid-to-high single-digit sales growth for 2025, reflecting strong momentum in next-generation power infrastructure components.