星网锐捷2024年度业绩说明会问答实录

Core Viewpoint - The company, StarNet Ruijie, is focusing on integrating emerging technologies like AI and blockchain into its business strategy, aiming to enhance its position as a leading ICT infrastructure and AI application service provider in China [2][4]. Group 1: Business Strategy and Innovations - The company has adopted a development strategy termed "One Body, Three Wings, Four Engines," which emphasizes becoming a world-class provider of ICT infrastructure and AI application solutions [2]. - The company is actively pursuing AI integration across all business areas, with plans to develop its own industry large model platform for AI applications [2][4]. - Recent achievements include the advancement of the "AIGC Quantitative Analysis Platform" to the finals of the 2025 Digital China Innovation Competition in the AI track [2]. Group 2: Financial Performance - For the fiscal year 2024, the company reported a total revenue of approximately 16.76 billion yuan, representing a year-on-year growth of 5.35% [4]. - Operating profit reached about 550.61 million yuan, an increase of 22.53% compared to the previous year, while total profit rose by 23.96% to approximately 569.17 million yuan [4]. - The net profit attributable to shareholders was approximately 404.62 million yuan, reflecting a decrease of 4.76% year-on-year [4]. Group 3: Supply Chain Management - The company has established a rigorous supplier evaluation and management system to ensure supply chain stability and efficiency, particularly in light of global chip supply constraints [3][5]. - A diversified procurement strategy has been implemented to reduce reliance on single suppliers, ensuring the continuity and stability of procurement [3][5]. Group 4: Market Position and Customer Base - The company's network equipment products are widely used across various sectors, including government, finance, education, healthcare, and manufacturing [5]. - According to IDC data, the company ranks first in market share for Ethernet switches in the domestic internet, education, and retail sectors, as well as for data center switches in the internet and electronic manufacturing industries [5].