Cloud service providers have successively announced price increases, and the stock of computing power leasing companies is on the rise.

With the popularity of AI applications and the explosion of OpenClaw, the computing power service market has entered a price increase cycle. Major cloud service providers such as Alibaba Cloud, Tencent Cloud, and Baidu Intelligent Cloud have successively announced increases in prices for AI computing power and related services. With the surge in demand for computing power, the profitability of computing power leasing companies has significantly increased. According to statistics from Securities Times Data, a total of 32 concept stocks related to computing power leasing have released performance data for 2025. Based on annual reports, performance reports, and performance forecasts in ascending order, 20 concept stocks have achieved performance growth. Among them, 7 stocks are expected to turn losses into profits, 8 stocks have seen year-on-year growth in net profit, and 5 stocks have reduced losses. In terms of funds, some computing power leasing stocks have recently received increased funding. Since March, 8 stocks have had a net purchase of funds exceeding 1 billion yuan, with Topway Information, Kehua Data, and Xin Yi Shengju leading the way, reaching 580 million yuan, 301 million yuan, and 256 million yuan respectively.