Core Viewpoint - The company, Jiechuang Intelligent, has signed significant contracts in the AI and cloud computing sector, indicating a strategic focus on "AI+" and a recovery in its financial performance after previous losses [1][4]. Group 1: Contract Details - Jiechuang Intelligent and its subsidiary, Guangzhou Changqingyun Technology Co., Ltd., signed major contracts with companies X and Y, totaling 359 million yuan, including tax [2][3]. - The contract with company X is worth 332 million yuan for a service period of 60 months, providing computing power services for data processing and deep learning [2]. - The contract with company Y amounts to approximately 26.97 million yuan for a 36-month service period, offering various cloud computing services [2]. Group 2: Financial Performance - The company experienced a decline in revenue and profit from 2021 to 2024, with a notable drop in net profit in 2024, attributed to reduced investment from government and large enterprises [4][6]. - In 2025, the company reported a revenue increase of 3.25% to 316 million yuan and a net profit of 18.73 million yuan, marking a return to profitability [4][5]. - The first quarter of 2025 saw a significant net profit increase of 911.82% year-on-year, while the second quarter also showed a positive turnaround compared to the previous year [5]. Group 3: Strategic Focus and Market Position - Jiechuang Intelligent is focusing on "AI+ cloud computing" as a key strategic direction, launching various self-developed cloud computing products and solutions for government and enterprise clients [2][6]. - The company's AI and security business segments have shown rapid growth, driven by increased demand for AI integrated machines and communication security management products [6]. - The stock price of Jiechuang Intelligent has increased significantly, rising over 70% in 2025, reflecting improved market confidence and performance [6].

另一方面，公司持续深化降本增效举措，在扣除固定费用的情况下， 费用还有一定优化。增毛利、控费用，使公司上半年实现扭亏为盈，实现 归母净利润 1,872.80 万元，扣除股份支付影响后达到 2,695.95 万元。 二、下半年的展望 AI+云计算业务板块已经完成了从 0 到 1 的孵化验证阶段，开始进入 从 1 到 10 的规模拓展阶段。其中，私有云/混合云业务主要面向政务、公 安、教育、工业等垂直行业对云计算和算力私有化部署的需求，随着各行 各业 AI 渗透率提升带来基础 IT 架构的升级，公司云平台、桌面云、一体 机等云产品的销售进程有望加快，在未来 3-5 年内实现持续增长。在智算 云业务方面，公司基于自研的常青云技术、投资约 7.89 亿元建设算力集 群，面向互联网、科学研究、智能驾驶等场景提供算力服务，预计下半年 会开始形成计费收入，带来该业务板块较明显的增长。在中报发布的同时， 公司也计划增加总体的授信额度至 60 亿元，集中更多资金与资源把握 AI 算力建设的机会。 杰创智能科技股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 □ 特定对象调研 分析师会议 □ 媒体 ...

Group 1 - Matrix Co., Ltd. announced that its wholly-owned subsidiary, Anke Technology, introduced a strategic investor, Shenzhen Jifu New Industry Venture Capital Fund, which invested 5 million yuan for a 10% stake [1] - Heng Rui Medicine received approval from the National Medical Products Administration for its Eicosapentaenoic Acid Ethyl Ester Soft Capsule, aimed at reducing triglyceride levels in patients with severe hypertriglyceridemia [1] - Mo Gao Co., Ltd. announced the resignation of its Vice President Jin Baoshan due to job transfer [1] Group 2 - Yao Wang Technology decided to terminate two fundraising projects and will permanently supplement the remaining funds into working capital [2] - Minhe Livestock reported sales of 25.53 million chicklings in August, generating revenue of 86.41 million yuan, with year-on-year growth of 27.60% [2] - Sichuan Jinding announced the resignation of its Director and General Manager Xiong Jifeng due to personal reasons [3] Group 3 - Taiji Group received approval for clinical trials of its Semaglutide Injection, aimed at blood sugar control in type 2 diabetes patients [5] - Jieput announced plans to increase capital in its affiliate, Suidong Intelligent Technology, with an investment of 5 million yuan for a 5% stake [7] - GeLing Deep Vision's controlling shareholders committed not to reduce their shareholdings for six months starting from September 17, 2025 [8] Group 4 - Huafeng Superfiber reported the resignation of its Vice President Liu Cong due to personal reasons [9] - Xiaoming Co., Ltd. reported sales revenue of 79.90 million yuan from chicken products in August, with year-on-year growth of 11.73% [11] - Lion Head Co., Ltd. announced that its application for issuing shares and cash to acquire assets has been accepted by the Shanghai Stock Exchange [12] Group 5 - Jinlong Automobile reported a bus sales volume of 4,074 units in August, a year-on-year increase of 23.6% [43] - Metro Design signed a contract for the Ho Chi Minh City urban rail transit project in Vietnam, with a total amount of 1.754 trillion VND [45] - North New Road and Bridge announced winning a mining construction project worth 504 million yuan [28]

广州常青云公司基于双方签订的《云算力服务项目采购合同》，以自有品牌算力设备为基础，向Y公司 提供通用算力服务、智算算力服务、存储资源服务及云平台基座资源服务。合同总金额为2,694.72万元 (含税)，合同约定的服务期限为36个月。 杰创智能（301248）(301248.SZ)发布公告，近日，公司与X公司签署了《算力服务合同》，公司的控股 子公司广州常青云科技有限公司(以下简称"广州常青云公司")与Y公司签署了《云算力服务项目采购合 同》。 杰创智能与X公司经友好协商，签署了《算力服务合同》，杰创智能按照合同约定，以自有品牌算力设 备为基础向X公司提供算力服务，以满足X公司在数据处理、科学计算、深度学习等领域的需求，相关 服务分批交付，并按批次进行单独的开通、验收和结算。合同总金额为3.32亿元(含税)，合同约定的服 务期限为60个月。 ...

杰创智能与X公司经友好协商，签署了《算力服务合同》，杰创智能按照合同约定，以自有品牌算力设 备为基础向X公司提供算力服务，以满足X公司在数据处理、科学计算、深度学习等领域的需求，相关 服务分批交付，并按批次进行单独的开通、验收和结算。合同总金额为3.32亿元(含税)，合同约定的服 务期限为60个月。 广州常青云公司基于双方签订的《云算力服务项目采购合同》，以自有品牌算力设备为基础，向Y公司 提供通用算力服务、智算算力服务、存储资源服务及云平台基座资源服务。合同总金额为2,694.72万元 (含税)，合同约定的服务期限为36个月。 智通财经APP讯，杰创智能(301248.SZ)发布公告，近日，公司与X公司签署了《算力服务合同》，公司 的控股子公司广州常青云科技有限公司(以下简称"广州常青云公司")与Y公司签署了《云算力服务项目 采购合同》。 ...

杰创智能（301248）9月8日晚间公告，公司及控股子公司广州常青云科技有限公司(下称"广州常青云公 司")分别与X公司、Y公司签署算力业务日常经营重大合同，合同合计含税总金额近3.59亿元。 杰创智能控股子公司广州常青云公司与Y公司签署《云算力服务项目采购合同》，合同含税总金额为 2694.72万元，服务期限为36个月。广州常青云公司将基于自有品牌算力设备，为Y公司提供通用算力服 务、智算算力服务、存储资源服务及云平台基座资源服务，服务费按季度结算。 对于交易对手方，公告显示X公司与Y公司均为有限公司，目前均依法存续且经营正常，具备良好资信 与履约能力，且均非失信被执行人。 公告指出，当前生成式人工智能蓬勃发展，多模态大模型、AI智能体日趋成熟，国内智能算力市场需 求高速增长。杰创智能将"AI+云计算"作为重点战略布局方向，推出多款自主研发、自有品牌的云计算 产品和一体机产品，面向政企、互联网、运营商等客户提供私有云/混合云解决方案及智算云服务。此 次新签智算服务合同，是继公司此前投入"智算云服务建设及运营项目"(预计总投资7.89亿元)后，在智 算云服务领域实现新的规模突破。且两份合同均采用自有品牌常青云 ...

Core Insights - Jiechuan Intelligent Technology Co., Ltd. has signed a computing power service contract with Company X, with a total contract value of 332 million yuan (including tax) and a service period of 60 months [1] - The subsidiary Guangzhou Changqing Cloud Technology Co., Ltd. has entered into a cloud computing service procurement contract with Company Y, with a total contract value of 26.9472 million yuan (including tax) and a service period of 36 months [1] Summary by Category Contract Details - The contract with Company X involves providing computing power services based on the company's proprietary computing power equipment, aimed at meeting needs in data processing, scientific computing, and deep learning [1] - The services under the contract with Company Y include general computing power services, intelligent computing power services, storage resource services, and cloud platform base resource services [1] Financial Implications - The total contract value with Company X is 332 million yuan, while the contract value with Company Y is 26.9472 million yuan, indicating significant revenue generation potential for the company [1]

人民财讯9月8日电，杰创智能（301248）9月8日晚间公告，近日，公司与X公司签署《算力服务合 同》，将以自有品牌算力设备为基础向X公司提供算力服务，以满足X公司在数据处理、科学计算、深 度学习等领域的需求，相关服务分批交付，并按批次进行单独的开通、验收和结算。合同总金额为3.32 亿元(含税)，合同约定的服务期限为60个月。控股子公司广州常青云公司与Y公司签订《云算力服务项 目采购合同》，将以自有品牌算力设备为基础，向Y公司提供通用算力服务、智算算力服务、存储资源 服务及云平台基座资源服务。合同总金额为2694.72万元(含税)，合同约定的服务期限为36个月。 ...

Core Insights - The company, Jiechuang Intelligent (301248), has signed a computing power service contract with Company X, totaling 331.776 million yuan (including tax) for a duration of 60 months [1] - Guangzhou Changqingyun has signed a cloud computing service project procurement contract with Company Y, amounting to 26.9472 million yuan (including tax) for a period of 36 months [1] - These contracts are part of the company's routine operations and do not constitute performance commitments or forecasts, indicating uncertainty regarding their impact on future performance [1] - The signing of these contracts signifies a breakthrough in the company's intelligent computing service business, which is expected to provide stable and continuous revenue and cash flow [1]

证券代码：301248 证券简称：杰创智能 公告编号：2025-067 杰创智能科技股份有限公司 关于公司和子公司签署算力业务日常经营重大合同的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、合同的生效条件：合同自各方盖章之日起生效。 2、对公司经营成果的影响：相关合同均为智算服务相关的合同，合同中约 定的总金额及各方后续签订的合同，不构成业绩承诺或业绩预测，对公司未来各 年度业绩产生的影响程度尚存在不确定性，具体情况以公司经审计确认的收入为 准。 3、风险提示：合同执行过程中，存在法律法规变动、各方履约能力变动、 技术设备升级、市场环境变动等方面的不确定性或风险，以及突发意外事件等其 他不可抗力因素所带来的风险，可能导致合同延缓履行、部分或全部无法履行等 风险。敬请广大投资者注意投资风险。 近日，杰创智能科技股份有限公司（以下简称"杰创智能"、"公司"）与 X 公司签署了《算力服务合同》，公司的控股子公司广州常青云科技有限公司（以 下简称"广州常青云公司"）与 Y 公司签署了《云算力服务项目采购合同》。合同 的具体情况如下： 一、合同签 ...