算力产业上市公司上半年业绩频报喜

Core Insights - The demand for AI computing power is surging, leading to significant growth in the performance of companies within the computing power industry [1][4] - By 2025, China's intelligent computing power is projected to reach 1037.3 EFLOPS, with expectations to grow to 2781.9 EFLOPS by 2028 [1] Company Performance - Hongjing Technology Co., Ltd. reported a revenue of 1.188 billion yuan for the first half of 2025, a year-on-year increase of 567.14%, with net profit reaching 60.28 million yuan, up 725.73% [2] - Haiguang Information Technology Co., Ltd. achieved a revenue of 5.464 billion yuan, a 45.21% increase year-on-year, and a net profit of 1.201 billion yuan, growing by 40.78% [2] - Zhongji Xuchuang Co., Ltd. expects a net profit between 3.6 billion to 4.4 billion yuan for the first half of 2025, reflecting a year-on-year growth of 52.64% to 86.57% [3] - Chengdu Xinyi Communication Technology Co., Ltd. anticipates a net profit between 3.7 billion to 4.2 billion yuan, with a year-on-year increase of 327.68% to 385.47% [3] - Shenzhen Yingweike Technology Co., Ltd. reported a revenue of 2.573 billion yuan, a 50.25% increase, and a net profit of 216 million yuan, up 17.54% [3] Industry Trends - The AI application proliferation is driving explosive growth in computing power demand, benefiting companies across the computing power supply chain [1][4] - The demand for key infrastructure such as optical modules is surging, particularly for CPO technology, which reduces data center power costs and enhances transmission efficiency [2] - The rapid development of AI technology is increasing the demand for data center computing power, with liquid cooling technology becoming a mainstream choice for heat dissipation [3]