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人形机器人AI芯片需求强劲 硬蛋创新上半年收入大增54.5%至66.77亿元
Zhi Tong Cai Jing·2025-08-29 15:46

Core Insights - Hard Egg Innovation (00400) reported a strong revenue growth of 54.5% year-on-year, reaching approximately RMB 6.677 billion in the first half of 2025, with a net profit of around RMB 190 million [1] - The company's strategic transformation from a chip trading platform to a technology integration platform has yielded significant results, driven by robust performance from its subsidiary, Keton Technology [1] Group 1: Business Performance - Keton Technology, as a core supplier in the AI computing supply chain, has effectively responded to the surging demand for high-performance AI chips, leading to a rapid increase in order volume [1] - The collaboration with over 80 leading chip manufacturers, including Nvidia, Xilinx, Intel, and AMD, has strengthened Keton Technology's market position [1] - Keton Technology provides integrated hardware and software solutions in the "AI infrastructure + AI smart terminal" sector, offering deep technical support to thousands of innovative clients [1] Group 2: Strategic Initiatives - Hard Egg Technology, another important segment of the company, is leveraging a "dual-engine" strategy to capitalize on domestic AI computing opportunities and deepen partnerships with leading domestic enterprises like Huawei [2] - The company is also focusing on the new energy sector, particularly in battery swapping for two-wheeled vehicles and battery recycling [2] - Hard Egg Industry Academy has trained over 8,000 chip application engineers, supporting the digital transformation of the industry [2] Group 3: Future Outlook - The CEO of Hard Egg Innovation emphasized the successful completion of the strategic upgrade and the establishment of an efficient business loop that serves thousands of innovative enterprises [2] - The company aims to continue leveraging "infrastructure + value-added services" as dual engines to transform data resources into strategic assets, building a solid competitive moat [2] - The goal is to evolve into a leading technology service platform for global innovative enterprises, creating long-term and sustainable value for shareholders [2]