Zhongji Xuchuang: Some key customers are planning their demand for 2028, and are expected to further increase their capital expenditure in 2028.

In the investor relations activity record of Zhongji Xuchuang, it was mentioned that customers have already provided demand guidance for 2026-2027, and some key customers are planning their demand for 2028, with the expectation of further increasing capital expenditures in 2028. The types of products needed will also become more diverse, and the quantity will further increase. However, this still cannot fully reflect the demand for 2028, as many customers have not yet provided guidance. With the passage of time, this demand will gradually become clearer. The main reason behind this is that the demand for AI computing power is still growing rapidly, and some AI applications have even formed a closed loop, so key customers are confident in further increasing their capital expenditures.