Core Insights - Artificial intelligence is viewed as a new application on supercomputers rather than a new technology, with the company positioning itself as a leading computing power service provider in the AI sector [1] - The company has experienced significant revenue growth, achieving 735 million yuan in revenue for the first three quarters of the year, a 69.25% increase year-on-year, driven primarily by its AI computing services [1][2] - The emergence of models like DeepSeek has shifted the industry's focus from training to inference, resulting in a 300-fold increase in token usage across the market compared to last year [1][2] Company Strategy and Performance - The company has optimized its service costs significantly, reducing online token costs from 130 yuan to below 4 yuan, and offline costs to under 1 yuan, enhancing market demand [2] - Customer loyalty is strong, with a repurchase rate exceeding 80% and consistent repurchase amounts maintained since 2018, indicating a deep understanding of customer needs [2] - The company successfully transitioned to the Beijing Stock Exchange, enhancing its brand recognition and attracting talent, which has translated into business growth [3] Competitive Advantage - The company has established a unique competitive advantage through its deep understanding of user needs and a service system that fosters customer loyalty [3] - The company holds over 20% market share in the supercomputing sector and aims to become a leading provider of tokens in the AI computing era [6] - The company has simplified the complexity of matching computing resources, improving resource utilization and lowering user barriers [5] Future Outlook - The company is optimistic about future growth, having achieved a revenue leap from 10 million yuan to 700 million yuan in just two five-year periods, driven by the explosive demand for computing services in various industries [6]
并行科技 让算力使用“像用电一样方便”