Core Viewpoint - The report highlights the significant growth potential in the AI cloud market in China, driven by generative AI, with a projected market size of 223 billion yuan by the first half of 2025 and an expected growth of 148% by 2030, reaching 1,930 billion yuan [1] Company Summary - Weishi Jiajie (00856) saw its stock price increase by over 5% during trading, closing at 10.38 HKD with a transaction volume of 118 million HKD [1] - The company has been strategically investing in cloud computing since establishing its cloud computing division in 2013 and has formed partnerships with major cloud providers like Microsoft, Alibaba Cloud, Amazon, Huawei, and VMware since 2015 [1] - In 2020, Weishi Jiajie acquired a software technology company focused on cloud management and AI computing scheduling, now known as Jiajie Yunxing [1] - The company's AI business revenue reached 3.78 billion HKD in 2024, reflecting a year-on-year growth of 42% [1] - Dongwu Securities expresses optimism about the company's future in cloud computing and AI, suggesting it could unlock a second growth curve and has initiated coverage with a "buy" rating [1] Industry Summary - According to Omdia's report, Alibaba Cloud leads the Chinese AI cloud market with a 35.8% market share [1] - The report anticipates that the generative AI sector will significantly contribute to the growth of the AI cloud market, with a forecasted increase of 148% by 2030 [1] - Oracle's recent quarterly earnings report indicated strong growth prospects in its AI business, despite overall revenue and earnings per share falling short of expectations, highlighting the increasing demand for cloud infrastructure [1]
伟仕佳杰盘中涨超5% 机构看好公司后续在云计算和AI领域布局