FII(SH:601138) Di Yi Cai Jing·2025-07-07 09:31Core Insights - The company reported a significant growth in its cloud computing business, with overall segment revenue increasing by over 50% year-on-year in Q2 [1] - The company expects a net profit attributable to shareholders of 11.958 billion to 12.158 billion yuan for the first half of 2025, representing a year-on-year increase of 36.84% to 39.12% [1] - In Q2, the net profit attributable to shareholders is projected to be between 6.727 billion and 6.927 billion yuan, marking a year-on-year increase of 47.72% to 52.11%, setting a historical high for the same period [1] Cloud Computing Business - The cloud computing segment experienced rapid growth, with AI server revenue increasing by over 60% year-on-year [1] - Revenue from servers for cloud service providers surged by more than 1.5 times compared to the same period last year [1] - The company maintained a leading market share in core products for major clients, with significant growth in shipments of advanced AI computing GPU modules and GPU computing boards in Q2 [1] Telecommunications and Mobile Network Equipment - The company is focusing on the integration of smart manufacturing and AI, leveraging cutting-edge technology research and development to drive steady growth in this business segment [1] - The precision components business also saw stable growth due to strong sales of high-end and affordable AI models from major clients [2] High-Speed Switches - Driven by the increasing demand for AI, the product structure of high-speed switches has continuously improved, with Q2 revenue from 800G switches reaching three times the total revenue for the entire year of 2024 [2] Stock Performance - As of the latest closing, the company's stock rose by 0.71% to 23.98 yuan, with a cumulative increase of over 12% for the month [3]