FII(SH:601138) Xin Lang Cai Jing·2025-08-10 09:06Core Viewpoint - Industrial Fulian reported strong growth in AI-related business, achieving revenue of 360.76 billion yuan, a year-on-year increase of 35.6%, and a net profit attributable to shareholders of 12.11 billion yuan, up 38.6%, both setting records for the same period [1] Group 1: Financial Performance - Revenue reached 360.76 billion yuan, reflecting a 35.6% year-on-year growth [1] - Net profit attributable to shareholders was 12.11 billion yuan, marking a 38.6% increase compared to the previous year [1] Group 2: Business Growth - The company noted strong growth in core business, with both order scale and value significantly increasing [1] - In the cloud computing sector, the product structure continued to optimize, with the proportion of AI servers steadily expanding [1] Group 3: Industry Trends - The global data center network architecture is evolving towards higher bandwidth and lower latency to meet the increasing performance demands of AI model training and inference [1] - There is a notable focus on deploying AI accelerator clusters, indicating a shift in network performance requirements [1]