FII(SH:601138) 剑道电子·2025-07-11 01:15Core Viewpoint - The company anticipates a significant increase in net profit for the first half of 2025, with a year-on-year growth of 36.84% to 39.12% [2] Financial Performance - The preliminary estimate for the company's net profit attributable to shareholders for H1 2025 is between 11.958 billion to 12.158 billion yuan, with a year-on-year increase of 36.84% to 39.12% [2] - The net profit for Q2 2025 is projected to be between 6.727 billion to 6.927 billion yuan, reflecting a year-on-year growth of 47.72% to 52.11% and a quarter-on-quarter increase of 28.61% to 32.44% [2] Cloud Computing Business - The cloud computing segment experienced over 50% year-on-year revenue growth in Q2 2025, driven by increasing demand for AI data center products [3] - Revenue from AI servers grew by over 60% year-on-year, while revenue from servers for cloud service providers increased by more than 1.5 times [3] - The company maintains a leading market share in core products among major clients, with significant growth in shipments of advanced AI computing products [3] Communication Equipment Business - The communication and mobile network equipment segment achieved steady growth, with a notable increase in revenue from 800G high-speed switches, which reached three times the total revenue for 2024 in Q2 [4] - The company is focusing on the integration of smart manufacturing and AI, enhancing its core product technology development [4] AI Infrastructure Development - The deployment of the GB300 server, based on NVIDIA's latest high-end chips, marks a significant advancement in AI inference workload performance [5] - NVIDIA's CEO indicated that the company is entering a "decade-long AI infrastructure construction cycle," highlighting AI and robotics as major growth opportunities with a potential trillion-dollar market [5]