证券日报网讯 12月19日，并行科技发布公告称，公司第四届董事会第二次临时会议审议通过《关于提 请召开公司2026年第一次临时股东会的议案》等。 （文章来源：证券日报） ...

人民财讯12月19日电，并行科技(920493)12月19日公告，公司拟向龙思云(北京)科技有限公司、翰林汇 信息产业股份有限公司采购CPU算力服务器及配套交换机、内存等IT设备，并签署相关采购合同，采购 合同总金额预计不超过2800万元；公司拟向超融核(上海)科技有限公司采购GPU算力服务器，并签署相 关采购合同，采购合同金额预计不超过1089万元。公司购置算力设备形成自有算力资源池是向用户提供 服务的经营采购行为，是公司各项主营业务的必要组成部分。 ...

人民财讯12月19日电，12月18日，在"投资武汉共赢未来"2025年度武汉投资促进大会上，并行科技董事 长陈健表示，人工智能大模型发展迅猛，但AI智能体用户真正使用的是基于算力生成的Token，而非直 接操作算力。为此，并行科技将在武汉正式落地一家以MaaS和算力运营为核心的实体公司，标志着其 战略重心从底层算力供给向应用服务层延伸。新公司将以Token输出和算力运营为主要服务内容，帮助 用户更高效、低成本地调用大模型能力。 ...

（文章来源：证券日报） 证券日报网讯 12月16日晚间，并行科技发布公告称，公司于 2025 年 12 月 15 日接到立信通知，因其工 作调整，公司 2025 年度财务报告及内部控制审计项目质量控制复核人由周兰更女士调整为郑飞先生。 ...

发布会闭幕后，参会嘉宾还到智算中心近距离考察中心的硬件配置与运营管理体系，通过实地探访对其 专业实力给予高度认可，切实感受到支撑未来数字经济发展的澎湃算力。 作为多方协同推进的标杆项目，该中心由青岛市工信局指导、崂山区政府统筹、青岛联通与并行科技共 建，定位为战略级人工智能基础设施，旨在打造"政策+网络+算力"融合的政企合作典范，为区域数字 经济发展注入新动能。 该智算中心的一大亮点是其部署的"三千卡高性能GPU智算资源池"，不仅可为科研和企业的研发提供强 大的算力支持，还具备了胶东半岛1ms超低时延的技术优势，可高效支撑智慧海洋、智能制造等企业研 发场景与高校科研教学需求。发布会现场，由政府、联通、并行及相关行业单位领导共同上台，点亮三 千卡青岛智算资源池，并邀请数字青岛建设有限公司副总经理李建伟，解读本地企业算力优惠政策与政 府补贴政策。青岛联通与并行科技还联合向中国海洋大学捐赠算力，用于海洋观测数据处理、气候模型 研发等前沿领域，助力海洋科研与人才培养。 11月28日，山东联通与北京并行科技联合举办的青岛智算中心上线发布会在青岛市崂山区举行，本次发 布会汇聚政企学界多方力量，共同见证青岛算力服务领域这一 ...

Core Viewpoint - The marine sector is undergoing a transformative shift due to the integration of high-performance computing and artificial intelligence, enhancing marine safety, resource development, and environmental governance [1] Group 1: Industry Challenges - The marine field faces inherent barriers in technology integration, as AI relies on mathematical logic while marine science emphasizes precise physical phenomena [1] - The demand for computational power in marine big models for forecasting and environmental analysis is increasing, necessitating tailored computational service models [1][3] Group 2: MaaS Solution - The MaaS (Model as a Service) solution by the company addresses industry pain points by standardizing AI models into cloud services, allowing users to access models via API without the need for training or maintenance [2] - The MaaS platform integrates various leading models to support marine forecasting, with expectations for the deployment of numerous specialized big models in the future [2] Group 3: Computational Support - The company has established a robust computational network with over 45 intelligent computing centers and 15 supercomputing centers, boasting a total scheduling capacity exceeding 2 million CPU cores and over 50,000 GPUs [3] - Customized computational solutions are provided based on the specific characteristics of different marine scenarios, ensuring optimal cost-effectiveness for users [3] Group 4: Market Growth Potential - The market potential for MaaS in the marine sector is significant, with IDC predicting that the volume of public cloud big model calls in China will reach 536.7 trillion tokens by the first half of 2025 [4] - The integration of AI is expected to drive a high growth rate in the marine MaaS business over the next 3-5 years, emphasizing cost reduction and efficiency improvement [4] Group 5: Future Developments - The company plans to enhance the ecological architecture of its new computational base, optimizing resource scheduling and compliance detection across various layers [5] - A hybrid deployment model combining public and private clouds will be developed to ensure effectiveness, cost optimization, and data security [5]

Core Insights - The demand for computing power has surged dramatically, with daily Token consumption increasing over 300 times in just over a year, driven by the needs of AI large models [2][7][8] - The company, Parallel Technology, has positioned itself as a leading provider of computing power services in China, focusing on simplifying computing for users rather than just selling hardware [2][4] Company Strategy - The core logic of Parallel Technology is to shift from a "selling computing power" mindset to a value delivery approach, emphasizing user experience and satisfaction [4][5] - The company has built a computing service platform that allows users to complete tasks in five minutes, handling all related issues to ensure ease of use [4][5] Market Position and Growth - Parallel Technology's services cover over 1,300 institutions, including more than 600 enterprises and 400 universities, contributing to its rapid growth [5][9] - The company reported a revenue of 655 million yuan in 2024, a 32.07% increase year-on-year, and a net profit of 12.06 million yuan, marking a turnaround from losses [8][9] Future Outlook - The company aims to evolve its services from simplifying computing to simplifying models, anticipating a shift in user needs as AI demand continues to grow [12] - With the expectation of a tenfold increase in computing power demand by 2035, the company is focused on optimizing cost efficiency through software and hardware collaboration [11][12]

Core Insights - The demand for computing power has surged dramatically, with daily Token consumption increasing over 300 times in just over a year, driven by the needs of AI large models [2][6][7] - The company, Parallel Technology, has positioned itself as a leading provider of computing power services in China, focusing on simplifying computing for users rather than just selling hardware [2][3] Company Strategy - The core logic of Parallel Technology is to prioritize user experience, emphasizing that the essence of computing power services is value delivery rather than hardware accumulation [3][4] - The company has developed a service platform that allows users to complete tasks in just five minutes, handling all related issues to ensure a seamless experience [3][4] Market Position - Parallel Technology's services cover over 1,300 institutions, including more than 600 enterprises, 400 universities, and 300 research institutions, providing high-quality and cost-effective computing services [4] - The company has a market share exceeding 20% in the general supercomputing sector and has established partnerships with numerous computing centers [8] Financial Performance - In 2024, the company's revenue reached 655 million yuan, a year-on-year increase of 32.07%, with a net profit of 12.06 million yuan, marking a return to profitability [7] - For the first three quarters of 2025, revenue grew by 69.25% to 734 million yuan, with net profit increasing by 178.80% to 8.41 million yuan [7] Future Outlook - The computing power demand is expected to grow exponentially, with projections indicating a potential increase of 100,000 times by 2035, necessitating improvements in software and hardware collaboration [9][11] - The company aims to evolve from simplifying computing to simplifying models, indicating a strategic shift to meet future user needs [10][11]

Core Insights - The explosive growth in daily Token consumption, which has increased over 300 times in just over a year, highlights unprecedented demand in the IT industry driven by computing power [1][3] - The company, Parallel Technology, has positioned itself as a leading provider of computing power services in the A-share market, focusing on simplifying computing for users rather than merely selling hardware [1][4] Company Strategy - The core logic of Parallel Technology revolves around delivering value to users by ensuring that computing services are user-friendly and efficient, rather than just providing hardware [2][4] - The company has built a computing service platform that allows users to complete tasks in just five minutes, handling all related issues to enhance user experience [2][3] Market Demand - The demand for computing power has surged, with over 30 trillion daily Tokens consumed in China as of June, marking a growth of over 300 times in 18 months [3][4] - The rapid increase in demand is reflected in the performance of major AI model companies, with significant growth in Token usage reported by firms like ByteDance [3][4] Financial Performance - Parallel Technology reported a revenue of 655 million yuan in 2024, a year-on-year increase of 32.07%, and a net profit of 12.06 million yuan, marking a return to profitability [4][5] - In the first three quarters of 2025, the company achieved a revenue of 734 million yuan, a 69.25% increase year-on-year, with net profit rising by 178.80% [4][5] Customer Base and Growth - The company serves over 1,300 institutions, including more than 600 enterprises and 400 universities, establishing a solid foundation for growth [3][4] - A unique customer conversion chain has been developed, where users from educational and research backgrounds transition into industry clients, contributing to sustained growth [4][5] Industry Trends - The "AI+" initiative is expected to further activate computing power demand across various sectors, including traditional manufacturing and agriculture [5][6] - The company has achieved over 20% market share in the general supercomputing field and is expanding its computing resource pool through various collaborative efforts [5][6] Future Outlook - The computing power demand is projected to increase dramatically, with expectations of a tenfold rise by 2035, necessitating improvements in software, hardware, and algorithm efficiency [6][7] - The company aims to evolve its mission from simplifying computing to simplifying models, indicating a strategic shift to meet future demands [7]

◎记者 窦世平 "人工智能并非一项新技术，而是超级计算机上的新应用。"并行科技董事长陈健近日接受上海证券报记 者专访时，分享了他对人工智能的深刻理解。并行科技作为国内领先的算力运营服务商，深耕高性能计 算领域十八年，率先洞察到从传统超算向AI智算转型的趋势，通过打造"算力买手"模式，在激烈的市场 竞争中开辟出一条独特的发展路径。 面对这一变化，并行科技展现出深厚的技术积淀和快速响应能力。陈健介绍，公司在DeepSeek模型优 化上取得了显著进展，从2月到现在不断优化性能，将在线服务的Token成本从最初的130元降至4元以 下，离线模式更是可以降到1元以下。这种技术突破使得公司能够在保证服务质量的同时，大幅降低用 户使用成本，进一步刺激了市场需求。 公司的客户黏性也令人印象深刻。陈健分享了两组关键数据：一是客户复购率大于80%，客户留存极 好；二是客户的复购额从2018年到现在常年保持在100%。"这种高度的客户忠诚度，源于公司对用户需 求的深刻理解和服务能力的持续提升。" "算力服务的核心在于真正理解并满足客户需求。"陈健认为，一些算力供应商仅从供给端出发提供算力 资源，这种思维方式难以获得市场认可。正确的 ...