BJLE(SZ:002392) Zheng Quan Shi Bao Wang·2025-09-04 12:21Core Viewpoint - Beijing Lier has signed a strategic cooperation agreement with SenseTime and Sunrise to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models, marking a new business venture for the company [1][2][3] Group 1: Company Overview - Beijing Lier is a leading domestic refractory material company listed on the Shenzhen Stock Exchange, known for its fully automated production lines and extensive operational data in the refractory industry [1][3] - The company has established long-term stable partnerships with over 100 steel enterprises, providing a rich customer resource base in the steel industry [1] Group 2: Strategic Partnership - The partnership aims to leverage the strengths of SenseTime, a well-known AI software company, and Sunrise, a domestic AI chip company focused on high-performance GPUs, to develop and promote AI-related technologies [1][2] - The collaboration will focus on AI computing power, industrial manufacturing, decision-making AI models, and the development of related intelligent agents [1][2] Group 3: Market Context - The global AI development is rapidly advancing, with China positioned as a leading country in AI development, presenting significant potential for AI computing power and application demand [2] - The partnership is expected to create a solid foundation for business development in the AI sector, given the current market dynamics [2] Group 4: Financial Performance - In the first half of 2025, Beijing Lier reported a revenue of 3.457 billion yuan, a year-on-year increase of 9.15%, and a net profit attributable to shareholders of 218 million yuan, up 2.24% year-on-year [3] - However, the company's net profit excluding non-recurring items decreased by 38.26% year-on-year, indicating some challenges in its core business performance [3]