超讯通信董事长梁建华:考虑参股智能器件等智算相关企业

Group 1 - The core viewpoint of the article is that ChaoXun Communication is intensifying its investment in the intelligent computing sector, planning to invest in platform software and smart devices to create a more complete industrial ecosystem [2] - ChaoXun Communication has been the national general agent for MuXi Co., a domestic GPU manufacturer, and has shifted its business focus to intelligent computing since 2019, with this segment now accounting for 80% of its revenue [2] - The company has established collaborations with state-owned enterprises and research institutions, leading to a strong demand for its services, with sufficient orders and potential orders in line with expectations [2] Group 2 - The company's performance forecast for 2025 indicates a turnaround, with a projected net profit attributable to shareholders ranging from 36 million to 54 million yuan, and a net profit excluding non-recurring gains and losses between 21 million and 31 million yuan [2] - The expected profitability is attributed to the recognition of revenue and profits from its computing power business, which has met acceptance conditions during the reporting period, along with improved collection efforts on accounts receivable, reducing the impact of impairment losses compared to the same period last year [2] - Regarding the concerns of investors about the reduction of shareholding by the controlling shareholder, it was explained that the shareholder had previously pledged shares to support business development, with the pledge ratio reaching as high as 70%, and the reduction aims to address this high pledge issue, with expectations to lower the pledge ratio to around 20% [2]

STS-超讯通信董事长梁建华:考虑参股智能器件等智算相关企业 - Reportify