Sugon Information Industry Co., Ltd. 2025 Semi-Annual Performance Express Report This report outlines Sugon Information Industry Co., Ltd.'s preliminary H1 2025 financial performance, key operational insights, and associated risks[index=1&type=section&id=%E6%9B%99%E5%85%89%E4%BF%A1%E6%81%AF%E4%BA%A7%E4%B8%9A%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8%202025%20%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E5%BF%AB%E6%8A%A5) [Key Financial Data and Indicators](index=1&type=section&id=%E4%B8%80%E3%80%812025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E6%8C%87%E6%A0%87) The company's key financial data for H1 2025 show a 2.49% revenue increase and significant profit growth Key Financial Data for H1 2025 | Item | Current Period (Yuan) | Prior Period (Yuan) | Change (%) | | :--- | :--- | :--- | :--- | | **Total Operating Revenue** | 5,854,101,128.03 | 5,712,059,095.80 | 2.49 | | **Operating Profit** | 818,630,773.70 | 745,760,001.13 | 9.77 | | **Total Profit** | 812,390,102.05 | 745,662,923.68 | 8.95 | | **Net Profit Attributable to Shareholders of Listed Company** | 731,477,515.37 | 563,158,665.42 | 29.89 | | **Net Profit After Non-Recurring Items** | 584,907,717.35 | 366,345,850.84 | 59.66 | | **Basic Earnings Per Share** | 0.501 | 0.386 | 29.79 | Key Financial Position at Period End | Item | End of Current Period (Yuan) | Beginning of Current Period (Yuan) | Change (%) | | :--- | :--- | :--- | :--- | | **Total Assets** | 36,638,814,996.87 | 36,617,491,563.87 | 0.06 | | **Owners' Equity Attributable to Shareholders of Listed Company** | 20,824,691,637.16 | 20,402,094,556.36 | 2.07 | [Explanation of Operating Performance and Financial Position](index=2&type=section&id=%E4%BA%8C%E3%80%81%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5%E6%83%85%E5%86%B5%E8%AF%B4%E6%98%8E) The company's net profit growth is primarily due to product structure optimization, operational efficiency, and increased investment income - The company attributes its performance growth to several factors[5](index=5&type=chunk) - Continuous optimization of product structure - Providing diverse and high-quality solutions to customers - Continuous improvement in operational efficiency - Increased investment income driven by profit growth from associate companies [Risk Warning](index=2&type=section&id=%E4%B8%89%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This section cautions investors that preliminary, unaudited financial data may vary from the final semi-annual report by up to **20%** - The financial data presented in this report are preliminary and unaudited by an accounting firm, potentially differing from the final semi-annual report data, with an estimated variance not exceeding **20%**[6](index=6&type=chunk)

格隆汇8月5日丨中科曙光(603019.SH)公告称，中科曙光发布2025年半年度业绩快报，营业总收入为 58.54亿元，同比增长2.49%。归属于上市公司股东的净利润为7.31亿元，同比增长29.89%。归属于上市 公司股东的扣除非经常性损益的净利润5.85亿元，比上年同期增长比率为59.66%。主要得益于公司优化 产品结构、提升运营效率以及参股子公司利润增长推动投资收益增加。 ...

业绩增长主要为公司通过持续优化产品结构、为客户提供多样化、高质量的解决方案，不断提升运营效 率，保持经营业绩增长及参股子公司利润增长推动投资收益增加。 智通财经APP讯，中科曙光(603019.SH)披露2025年半年度业绩快报，报告期内实现营业总收入58.54亿 元，同比增长2.49%;归属于上市公司股东净利润7.31亿元，同比增长29.89%。 ...

Core Viewpoint - Zhongke Shuguang (603019.SH) reported a total operating revenue of 5.854 billion yuan for the first half of the year, reflecting a year-on-year growth of 2.49% and a net profit attributable to shareholders of 731 million yuan, which represents a growth rate of 29.89% compared to the same period last year [1] Financial Performance - Total operating revenue reached 5.854 billion yuan, marking a year-on-year increase of 2.49% [1] - Net profit attributable to shareholders was 731 million yuan, showing a year-on-year growth rate of 29.89% [1] - Net profit excluding non-recurring gains and losses amounted to 585 million yuan, with a significant year-on-year growth rate of 59.66% [1] Operational Efficiency - The company achieved growth in operating performance through continuous optimization of product structure and provision of diverse, high-quality solutions to clients [1] - Improvement in operational efficiency contributed to the overall growth in business performance [1] - Increased investment income was driven by the profit growth of associated subsidiaries [1]

Core Insights - The company reported a total operating revenue of 5.854 billion yuan for the first half of 2025, representing a year-on-year increase of 2.49% [1] - The net profit for the same period was 731 million yuan, showing a significant year-on-year growth of 29.89% [1] - The company achieved these results by continuously optimizing its product structure and providing diverse, high-quality solutions to customers, which enhanced operational efficiency and sustained business performance growth [1]

人民财讯8月5日电，中科曙光（603019）8月5日晚间发布2025年半年度业绩快报，公司上半年实现营业 总收入58.54亿元，同比增长2.49%；归母净利润7.31亿元，同比增长29.89%；基本每股收益0.5元。 ...

Core Insights - The collaboration between Zhongke Shuguang and China Mobile aims to address the inefficiencies in data storage and computing power allocation in the "East Data West Computing" initiative [1][2] - The current investment ratio in computing power versus storage in China is approximately 40:1, compared to around 10:1 in foreign markets, indicating a significant imbalance [1][2] - Shuguang Storage has developed a unified scheduling platform to enhance data flow and management across different data centers, addressing key challenges in data visibility, organization, and utilization [3][4][5] Group 1: Industry Challenges - The primary bottleneck in AI infrastructure is not computing power but rather the foundational data layer, which is often fragmented and incompatible across different systems [3][4] - Data centers face issues such as lack of visibility into data assets, inefficient data flow, and high latency in accessing stored data, particularly in the context of the "East Data West Computing" strategy [4][5] - The rapid growth of AI applications has increased the performance requirements for data storage systems, necessitating advancements in IOPS and bandwidth capabilities [6][12] Group 2: Technological Advancements - Shuguang Storage has transitioned from being a follower to a solution provider in the storage technology space, leveraging over 21 years of R&D to establish a competitive edge [2][10] - The company has achieved global recognition for its centralized storage products, ranking first in the SPC-1 international benchmark for storage performance [2][10] - The development of a unified storage scheduling platform is seen as essential for facilitating data flow across heterogeneous and geographically dispersed data centers [7][8] Group 3: Strategic Collaborations - The partnership with China Mobile was initiated to address specific business needs and to support the national strategy of optimizing resource utilization in the West [7][8] - Shuguang Storage's extensive self-research capabilities position it as a key player in solving complex data flow challenges, which many other vendors struggle to address [8][9] Group 4: Future Outlook - The entry barriers for AI applications are expected to lower with advancements in technology, but new challenges related to privacy and data security will emerge [12][13] - Enhancing GPU resource utilization is critical for reducing AI operational costs, with Shuguang Storage's innovations in data transfer efficiency playing a pivotal role [13][14] - The company's focus on "storage-computing synergy" aims to optimize the interaction between storage systems and GPU resources, significantly improving processing speeds and efficiency [14]

8月5日，A股三大指数盘中走势分化，人工智能、AI算力等概念震荡走弱。热门ETF中，计算机ETF （159998）截至发稿下跌0.85%，成交额超2800万元，溢折率0.05%，盘中频现溢价交易。 据证券日报，数据显示，7月份，共有657家私募证券基金管理人参与A股调研活动，合计调研次数达 1763次，覆盖28个申万一级行业中的358家上市公司。从行业分布来看，7月份，有6个行业获得私募机 构的调研次数均不低于100次。其中，计算机行业以260次的调研频次高居榜首，涉及的上市公司数量达 到36家 中信证券表示，展望2025年H2，建议把握新一轮创新落地周期。AI主线创新继续，带动产业链上下游 落地提速，景气创新方向频出，驱动行业加速成长。综合梳理两大投资方向：1）AI产业链：重点布 局"AI主线"，看好AI应用及算力板块机遇；2）景气创新：建议关注信创、金融科技创新、特种IT等结 构性创新机遇。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） Wind实时申购赎回信息显示，计算机ETF（159998）获实时净申购达720万份。 计算机ETF（159998）跟 ...

Group 1 - The core viewpoint of the news is the performance of the China Securities Cloud Computing 50 Index, which has shown significant growth over various time frames, indicating a strong upward trend in the cloud computing sector [1] - The China Securities Cloud Computing 50 Index increased by 0.63% to 2522.77 points, with a trading volume of 55.338 billion yuan [1] - Over the past month, the index has risen by 15.53%, by 27.33% over the last three months, and by 30.99% year-to-date [1] Group 2 - The index comprises 50 listed companies involved in providing Infrastructure as a Service (IaaS), Platform as a Service (PaaS), Software as a Service (SaaS), and hardware for cloud computing [1] - The top ten weighted companies in the index are: Zhongji Xuchuang (14.25%), Xinyi Sheng (14.08%), Zhongke Shuguang (7.8%), Kingsoft Office (5.55%), Inspur Information (4.29%), Hengsheng Electronics (4.06%), Unisplendour (3.78%), Runhe Software (3.24%), Yonyou Network (2.52%), and Tuo Wei Information (2.48%) [1] - The industry composition of the index shows that Information Technology accounts for 54.03%, Communication Services for 44.14%, and Industry for 1.82% [1] Group 3 - The index samples are adjusted every six months, with adjustments implemented on the next trading day following the second Friday of June and December [2] - Weight factors are adjusted in accordance with the sample adjustments, which are fixed until the next scheduled adjustment unless a special situation arises [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to the calculation and maintenance guidelines [2] Group 4 - Public funds tracking the Cloud Computing 50 Index include the Xinhua China Securities Cloud Computing 50 ETF [3]

Group 1: Liquidity and Scale of AI ETF - The AI ETF has a turnover rate of 2.52% with a half-day trading volume of 81.81 million yuan, and an average daily trading volume of 269 million yuan over the past week as of August 1 [2] - The latest scale of the AI ETF reached 3.261 billion yuan, with leveraged funds continuing to invest, showing a financing buy-in amount of 19.96 million yuan and a financing balance of 88.20 million yuan [2] - The AI ETF has seen a net value increase of 53.17% over the past year, ranking 260 out of 2944 index equity funds, placing it in the top 8.83% [2] Group 2: Performance Metrics - Since its inception, the AI ETF has recorded a highest monthly return of 30.38%, with the longest consecutive monthly gains being 3 months and the longest cumulative gain reaching 43.97%, averaging a monthly return of 6.94% during rising months [2] - The AI ETF closely tracks the CSI Artificial Intelligence Industry Index, which selects 50 representative listed companies based on their AI business proportion, growth level, and market capitalization [2] Group 3: Key Holdings and Market Trends - As of July 31, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Industry Index account for 61.26% of the index, with notable companies including Xinyi Sheng, Cambricon, and iFlytek [3] - The anticipated release of GPT-5 by OpenAI, expected in early August, will include three versions, enhancing capabilities in understanding and processing complex information [3] - The ongoing performance growth of AI-driven overseas tech companies and the acceleration of AI application monetization in China highlight the investment value in the domestic AI chain [3] Group 4: Investment Strategy and Focus Areas - The Huafu AI ETF (515980) is unique in its quarterly rebalancing and exclusive tracking of the AI industry index, balancing computing power and applications at 50% each [5] - The index includes sectors with strong commercialization potential in AI applications such as autonomous driving, robotics, and smart wearables, each holding a 5% weight [6] - Investors can also consider the Huafu AI ETF linked funds (Class A 008020, Class C 008021) to gain exposure to high-purity AI business stocks while avoiding speculative trading [7]