Core Insights - The company, Jiechuang Intelligent, has reported steady progress in its artificial intelligence strategy upgrade during the first half of the year, leading to revenue growth [2] Group 1: AI + Cloud Computing - The "AI + Cloud Computing" business has benefited from strong procurement demand for AI integrated machines from government and enterprise clients, resulting in rapid growth for private cloud and integrated machine products [2] - The company is exploring the implementation of intelligent computing cloud business models [2] Group 2: AI + Security - The "AI + Security" business has seen rapid growth due to the entry of communication security management products into large-scale procurement by clients [2] - New law enforcement technology products, such as electromagnetic net catchers and security robots, have also contributed to sales promotion and business growth [2] Group 3: Order Status - The company currently holds a sufficient amount of orders on hand, with detailed information to be provided in company announcements [2]

（文章来源：证券日报） 证券日报网讯杰创智能7月31日在互动平台回答投资者提问时表示，公司2025年半年报预约披露的时间 为8月29日。 ...

Group 1 - The company focuses on the smart safety sector with its "Zhang Anxing" product series, which includes AI safety helmets and security robots [2] - The AI safety helmets are designed to enhance safety in infrastructure projects, while security robots and intelligent electromagnetic security devices provide all-weather protection for energy facilities [2] - The company is actively engaging with opportunities related to the strategically significant Yajiang Hydropower Project [2]

Core Viewpoint - The company is focusing on expanding its business in the government sector, actively participating in AI applications and products for government AI construction [1] Group 1: Business Focus - Government services are one of the key areas for the company's expansion [1] - The company’s AI applications and products are being utilized in various government departments, including customs, public security, and judicial prisons [1] Group 2: Technology Support - The Changqingyun AI hyper-converged all-in-one machine supports the DeepSeek model for out-of-the-box and localized deployment [1] - The DeepSeek-R1 model has been deployed in multiple official government intranets, ensuring that government data remains within the domain [1] - This deployment provides a solid technical foundation for government AI applications [1]

Core Viewpoint - The company has successfully completed the delivery of computing equipment related to its asset purchase announcement and is set to begin business operations soon [1] Group 1: Business Operations - The company confirmed that the computing equipment purchased for 600 million RMB has been mostly delivered [1] - The intelligent computing cloud service construction and operation project is progressing smoothly [1] Group 2: Future Plans - The company plans to leverage the delivered equipment to further develop an intelligent computing cloud cluster and upgrade its business model [1] - There is an intention to expand the "AI + cloud computing" business scale and develop industry-specific large model products and AI intelligent agent products [1] - The company aims to accelerate the implementation of its artificial intelligence strategy and continue its business upgrade and transformation [1]

Core Viewpoint - The company, Jiechuang Intelligent, has developed specialized high-performance computing technology that enhances overall computing efficiency through distributed computing [1] Group 1 - The technology creates a dedicated, high-performance, stackable, and reliable computing hardware platform [1] - This platform can be utilized for various professional algorithms, including deep learning computation, neural network computation, cryptanalysis computation, SVD matrix computation, clustering algorithms, and blockchain proof of work [1]

（文章来源：证券日报） 证券日报网讯杰创智能7月30日在互动平台回答投资者提问时表示，截至7月20日收盘，公司股东总户数 为15636户。 ...

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) was held from July 16 to 20 in Beijing, focusing on deepening cooperation and stabilizing supply chains with the theme "Linking the World, Creating the Future" [1] - Guangdong province was the guest province at the expo, showcasing 64 leading enterprises including ZTE, TCL, Xiaopeng Motors, and Guangzhou Pharmaceutical Group, with a record number of exhibitors and an exhibition area exceeding 4,000 square meters [1][2] Group 1: Company Highlights - GAC Group's low-altitude travel technology company, GOVY, showcased its first mass-produced multi-rotor flying car, GOVY AirCab, which has received over 1,000 pre-orders since its price announcement in June [2][3] - GOVY has formed multiple partnerships to enhance its supply chain, including collaborations with Dassault Systems for digital R&D, Junlian Electronics for electric engine controllers, and others to improve production efficiency and reduce costs [3] - The company aims to complete certification and mass production by 2026, marking a significant step in the commercialization of flying cars [2][3] Group 2: Market Expansion - Jiechuang Intelligent Technology Co., Ltd. showcased its AI security products at the expo, attracting over 200 domestic and international clients, and successfully expanding into markets in Africa, Southeast Asia, and the Middle East [4][6] - The company reported significant interest from overseas clients, with a notable increase in European and American customer engagement compared to previous years [6][7] - Jiechuang's AI security system utilizes non-contact electromagnetic net capture technology, enhancing operational safety and efficiency, which is crucial for smart city developments in emerging markets [6] Group 3: Industry Trends - The Chain Expo serves as a vital platform for companies to showcase their supply chain innovations and identify areas for improvement, facilitating better connections between upstream and downstream partners [7][8] - The number of exhibitors focusing on clean energy, green agriculture, and health-related supply chains has doubled compared to previous years, reflecting a growing trend towards sustainability and carbon neutrality [8][11] - Shenzhen enterprises are increasingly participating in the expo, highlighting their strengths in modern service integration with traditional industries, particularly in the agricultural sector [11]

Performance Forecast - The company expects a net profit attributable to shareholders of 15 million to 20 million yuan, a significant increase of 152.62% to 167.73% compared to a loss of 33.0881 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 10 million and 15 million yuan, reflecting an increase of 128.17% to 142.26% compared to a loss of 35.4981 million yuan last year [1] - Basic earnings per share are anticipated to be between 0.10 yuan and 0.13 yuan, compared to a loss of 0.22 yuan per share in the previous year [1] Reasons for Performance Change - The company's performance improvement is primarily driven by strong demand for AI integrated machines from government and enterprise clients, leading to rapid growth in cloud computing and private cloud products [1][2] - The "AI + Security" business has benefited from the large-scale procurement of communication security management products and the promotion of new law enforcement technology products, resulting in significant revenue growth [1] - The overall expenses have decreased year-on-year despite the addition of share-based payment expenses, contributing to a substantial increase in gross profit [1] Non-Recurring Gains and Losses - The impact of non-recurring gains and losses on the company's profit is estimated to be around 5 million yuan, mainly from investment income during the reporting period [2]

Core Viewpoint - The company expects a significant turnaround in net profit for the first half of 2025, projecting a profit of 15 million to 20 million yuan compared to a loss of 33.0881 million yuan in the same period last year [1] Financial Performance - The projected net profit attributable to shareholders for January 1 to June 30, 2025, is between 15 million yuan and 20 million yuan, a notable improvement from the previous year's loss of 33.0881 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 10 million yuan and 15 million yuan, compared to a loss of 35.4981 million yuan in the same period last year [1] - The basic earnings per share are projected to be between 0.1 yuan and 0.13 yuan, while the previous year's figure was a loss of 0.22 yuan per share [1] Business Drivers - The performance improvement is primarily driven by growth in the company's main businesses, specifically "AI + Cloud Computing" and "AI + Security" [1] - The transformation of the business model has contributed to an increase in gross margin and a reduction in expenses [1] - Non-recurring gains and losses are expected to impact profits by approximately 5 million yuan [1]