Core Insights - The company reported a strong revenue growth of 54.5% year-on-year, reaching approximately RMB 6.677 billion for the first half of 2025, with a net profit of around RMB 190 million [1] - The growth was primarily driven by the outstanding performance of its subsidiary, Keton Technology, which serves as a core supplier in the AI computing supply chain [1] - Keton Technology has established close collaborations with over 80 leading chip manufacturers, including Nvidia, Xilinx, Intel, and AMD, effectively responding to the surging demand for high-performance AI chips [1] Business Strategy - The company has successfully transitioned from a chip trading platform to a technology integration platform, creating a robust business loop of customer acquisition, binding, and conversion [2] - The dual-driven strategy of Hard Egg Technology focuses on leveraging domestic AI computing opportunities and strengthening partnerships with leading companies like Huawei [2] - The company has also emphasized the importance of talent development through its Hard Egg Industry Academy, which has trained over 8,000 chip application engineers to support the digital transformation of the industry [2] Future Outlook - The CEO highlighted the company's commitment to transforming data resources into strategic assets and building a solid competitive moat [2] - The company aims to evolve into a leading technology service platform for global innovative enterprises, providing long-term and sustainable value returns to shareholders [2]
人形机器人AI芯片需求强劲 硬蛋创新(00400)上半年收入大增54.5%至66.77亿元