云从科技：预计2025年度净利润为-5.9亿元到-4.9亿元

Group 1 - The company expects to report a net profit attributable to shareholders of between -590 million to -490 million yuan for the year 2025, indicating a loss due to impacts on its main business [1] - The company is implementing a dual-driven strategy of "AI infrastructure + AI intelligent agents" and is responding to the national "AI+" action plan, accelerating the layout of AI infrastructure [1] - Despite a significant increase in operating revenue compared to the same period last year, the company remains in a loss position due to ongoing investments in core AI technology and the high costs associated with hardware procurement [1] Group 2 - The company has seen a rise in the proportion of revenue from computing power construction, which is still in the early stages of market expansion, leading to a lower overall gross margin [1] - The company is focusing on improving personnel and cost efficiency through refined management strategies, resulting in a noticeable optimization of the expense structure and a significant reduction in the scale of losses compared to the previous year [1]