Topsec(SZ:002212) Zheng Quan Ri Bao Wang·2025-12-23 09:13Core Viewpoint - The company, Tianrongxin, identifies intelligent computing cloud (智算云) as a strategic development direction with significant market potential, expected to become a new growth engine for its performance [1] Group 1: Cloud Computing Business - The company launched its cloud computing products in 2019, with revenue from this segment maintaining rapid growth, achieving a five-year compound annual growth rate (CAGR) of 44.76% [1] - By 2024, cloud computing is projected to account for 9.06% of the company's total revenue [1] - In February 2025, the company will upgrade its cloud computing business to intelligent computing cloud, launching 17 integrated machines to meet various performance needs across different sectors [1] Group 2: Applications and Collaborations - The intelligent computing cloud has already been applied in various fields, including government, education, healthcare, and scientific research [1] - Since 2018, the company has invested in quantum computing, establishing a strategic partnership with Anhui Wentiang Quantum [1] - In 2025, the company will collaborate with Xintong Quantum to promote the innovation and application of "quantum + security" technologies [1] Group 3: Financial Performance - The company emphasizes high-quality development and revenue, with a continuous improvement in gross margin [1]