Nexwise(SZ:301248) Chang Jiang Shang Bao·2025-09-09 23:32Core Viewpoint - The company, Jiechuang Intelligent, has signed significant contracts in the AI and cloud computing sector, indicating a strategic focus on "AI+" and a recovery in its financial performance after previous losses [1][4]. Group 1: Contract Details - Jiechuang Intelligent and its subsidiary, Guangzhou Changqingyun Technology Co., Ltd., signed major contracts with companies X and Y, totaling 359 million yuan, including tax [2][3]. - The contract with company X is worth 332 million yuan for a service period of 60 months, providing computing power services for data processing and deep learning [2]. - The contract with company Y amounts to approximately 26.97 million yuan for a 36-month service period, offering various cloud computing services [2]. Group 2: Financial Performance - The company experienced a decline in revenue and profit from 2021 to 2024, with a notable drop in net profit in 2024, attributed to reduced investment from government and large enterprises [4][6]. - In 2025, the company reported a revenue increase of 3.25% to 316 million yuan and a net profit of 18.73 million yuan, marking a return to profitability [4][5]. - The first quarter of 2025 saw a significant net profit increase of 911.82% year-on-year, while the second quarter also showed a positive turnaround compared to the previous year [5]. Group 3: Strategic Focus and Market Position - Jiechuang Intelligent is focusing on "AI+ cloud computing" as a key strategic direction, launching various self-developed cloud computing products and solutions for government and enterprise clients [2][6]. - The company's AI and security business segments have shown rapid growth, driven by increased demand for AI integrated machines and communication security management products [6]. - The stock price of Jiechuang Intelligent has increased significantly, rising over 70% in 2025, reflecting improved market confidence and performance [6].