Group 1 - The core viewpoint of the article highlights Kingsoft Cloud's significant growth in AI-related revenue, driven by its comprehensive upgrade of product capabilities centered around basic cloud and intelligent computing cloud services [1] - In Q2 2025, AI billing revenue reached 730 million yuan, representing a year-on-year increase of over 120%, with public cloud revenue proportion rising to 45% [1] - The collaboration with Xiaomi's ecosystem has proven beneficial, with revenue from this partnership reaching 630 million yuan, a year-on-year growth of 69.5%, accounting for 26.8% of total revenue [1] Group 2 - In the first half of 2025, total revenue from the Xiaomi-Kingsoft ecosystem amounted to 1.13 billion yuan, which is 40% of the annual related transaction total for 2025 [1]
与生态实现共赢 金山云(03896)Q2公有云收入同比大增31.7%