紫光股份25H1营收、扣非净利双双增逾两成 AI赛道跑出加速度

Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual report, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, up 25.1% [1] Group 1: Financial Performance - The company achieved a revenue of 47.42 billion yuan, marking a 25% increase year-on-year [1] - The net profit attributable to shareholders, excluding non-recurring items, reached 1.12 billion yuan, reflecting a growth of 25.1% [1] - Core subsidiary, New H3C, reported a revenue of 36.4 billion yuan, with a remarkable growth rate of 37.7%, the highest in five years [1] Group 2: AI Strategy and Innovations - The company is implementing the "AI in ALL" strategy, enhancing its AI solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - Introduction of the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous setups [1] - Launch of high-density liquid cooling cabinet solutions to support 64 high-performance AI accelerator cards, significantly increasing computing density [2] Group 3: Product Development and Solutions - Continuous iteration of the LinSeer Cube AI integrated machine, now serving over 200 government and enterprise clients [3] - Introduction of the LinSeer ICT intelligent system, enhancing equipment inspection efficiency by 70% and fault diagnosis accuracy to over 90% [3] - Development of a comprehensive "computing-power-model-data" security solution, achieving a threat identification rate of 99% [3] Group 4: Market Expansion and International Cooperation - The company has successfully implemented AI solutions in various government and enterprise scenarios, receiving high market recognition [4] - Strategic partnerships with leading ISVs in countries like Germany and Kazakhstan to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aimed at international markets, focusing on AI connectivity solutions for SMEs [6] Group 5: Future Outlook - The company anticipates that its AI and intelligent computing businesses will become core growth engines in the market [6] - Unisplendour aims to leverage its strong technological foundation and market expansion capabilities to enhance customer success and capture more market share [6]