CLOUDWALK(SH:688327) He Xun Wang·2025-07-07 09:44Core Insights - The chairman and general manager of CloudWalk Technology emphasized the need for balancing cutting-edge research and commercial application to deliver value growth to investors [1] - The AI industry is entering an operational phase, with the Agent expected to generate more output and opportunities [1] Business Strategy - CloudWalk Technology is focusing on five major sectors, including smart governance, to drive project implementation in high-margin areas [1] - The company's self-developed model achieved a top score of 80.7 in international evaluations [1] - The company plans to leverage mixed models and hybrid cloud approaches to expand applications as costs decrease and technology matures [1] Financial Performance - Revenue from the core business, "Human-Machine Collaborative Operating System," declined by 55.86% year-on-year in 2024 [1] - The CFO stated that this decline was due to the contraction of inefficient projects and a focus on high-quality clients [1] - The company aims for a revenue growth rate of no less than 25% in 2025, based on development considerations and market expectations [1] Operational Adjustments - The company is addressing the issue of core technical personnel turnover by adjusting team size, attracting talent, and optimizing structure [1] - Plans are in place to enhance research and development investment and implement incentive programs to ensure team stability [1] Future Outlook - CloudWalk Technology is optimistic about turning losses into profits by continuously optimizing operations, controlling costs, and expanding market reach [1] - The 2025 operational strategy includes accumulating performance through technology implementation, optimizing cash flow management, and advancing a "dual curve" business layout [1]