CLOUDWALK(SH:688327) Zheng Quan Shi Bao Wang·2025-08-29 11:58Core Insights - The company reported a revenue of 169 million with a year-on-year growth of 40.21% and a reduction in losses by 35.51%, indicating the effectiveness of its "AI Intelligent Agent + Large Model" strategy [1] Financial Performance - The company achieved a significant reduction in operating expenses by 33.83% year-on-year through refined cost control and operational optimization [2] - Cash outflow from operating activities decreased by 76.76% year-on-year, reflecting improvements in cash collection management and resource allocation [2] Technological Innovation - The self-developed "Congrong Multimodal Large Model" ranked among the top three globally and first domestically in authoritative evaluations, showcasing strong performance in natural language processing, image recognition, and data analysis [2] - A strategic partnership with Huawei aims to enhance technological capabilities through the development of an integrated AI large model training and deployment project [2] - The establishment of a "controllable training ground" at the National Cybersecurity Base is designed to support large model development with robust computing power and a comprehensive development environment [2] Industry Ecosystem Development - The company is actively expanding the boundaries of AI technology applications through investments in companies like Yisiwei Computing, Zhongshu Xinke, and Yuansheng Intelligent, creating a complete AI industry ecosystem [3] - The Risc-V chip from Yisiwei Computing supports edge computing for smart manufacturing, while applications from Zhongshu Xinke and Yuansheng Intelligent enhance technology application scenarios [3] Application Across Multiple Sectors - In the cultural tourism sector, the investment in Zhongshu Xinke has enabled personalized "AI tour guide" services on Yangtze River cruise ships [5] - In finance, the company launched an all-in-one machine that supports private deployment, providing efficient credit and anti-money laundering services for banks and insurance institutions [5] - In e-commerce, the intelligent customer service agent improved efficiency by over 24% [5] - In urban governance, the intelligent platform addressed issues like illegal parking and garbage overflow in Guangzhou [5] - The deployment of the world's first port large model, PortGPT, at Tianjin Port significantly enhanced cargo scheduling efficiency and optimized logistics paths [5] Future Outlook - The company plans to continue its dual-driven strategy of "AI Intelligent Agent + Industry Large Model," increasing investments in key technology areas such as AI security, multimodal integration, and human-machine collaboration [6]