Core Viewpoint - The company has successfully transformed from a hardware manufacturer to a provider of AI computing power solutions that integrate both hardware and software, covering the entire lifecycle and specific scenarios [2] Financial Performance - AI-related business has become the core growth engine, with intelligent computing power services generating approximately 1.22 billion yuan in revenue in the first half of 2025, representing a year-on-year growth of 100% [2] - The remanufacturing business for servers and related products achieved revenue of 835 million yuan in the first half of the year, showing a year-on-year increase of 119.49% [2] Product Development - Enterprise-level SSD and other storage products have seen steady growth due to their adaptation to AI server demands, contributing to the overall increase in AI-related business [2] Strategic Focus - The company aims to maintain a three-pronged global industrial layout of "computing power foundation + cloud services + intelligent terminals," focusing on computing infrastructure and embodied intelligence core sectors [2] - The strategy emphasizes the dual enhancement of scale and efficiency, with business development closely tied to capacity construction and collaborative advancement [2]
协创数据:AI相关业务已成为核心增长引擎