Core Viewpoint - The company held its 2024 annual performance briefing, highlighting strong growth in revenue and net profit, alongside strategic developments in various business sectors, including AI, cloud services, and smart IoT devices [1][11][14]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 74.10 billion yuan, representing a year-on-year increase of 59.08% [11][14]. - The net profit attributable to shareholders was 6.92 billion yuan, up 140.80% from the previous year [11][14]. - The net profit after deducting non-recurring gains and losses was 6.71 billion yuan, reflecting a growth of 144.33% year-on-year [11][14]. Group 2: Business Strategy and Development - The company is focusing on developing new capabilities in computing power and embodied intelligence, while maintaining its core business in storage devices and IoT terminals [1][5]. - The strategic core is centered around an "intelligent IoT ecosystem," integrating smart terminals, computing infrastructure, and cloud services [1][19]. - The company has established a comprehensive product system in the smart IoT terminal field, covering AIoT hardware, data storage terminals, edge computing devices, and smart control terminals [1][19]. Group 3: Market and Product Insights - The company is actively expanding its server recycling business, which is primarily aimed at sales rather than self-use [4][6]. - The demand for server recycling is strong, and the company is increasing its investment to enhance competitiveness in this area [4][6]. - The company’s overseas revenue is mainly derived from sales to regions such as Hong Kong, Singapore, and India, with a low proportion of direct sales to the U.S. [15][19]. Group 4: Future Outlook - The company plans to continue expanding its computing power service sector and aims to become a leading comprehensive cloud service platform globally [5][20]. - The company is also focusing on the development of service robots, including machine dogs and humanoid robots, to enhance its advanced manufacturing capabilities [2][5]. - The company is committed to maintaining a robust talent management system to support its growth and development [4][5].

点击 上方 硬AI 关注我们 巴克莱指出，2025年AI行业有足够的算力来支持15亿到220亿个AI Agent。AI行业需从"无意义基准测试"转向实用的Agent产品部署，低推理成本是盈利关键，开源模型将降低 成本。尽管算力看似充足，但高效、低成本Agent产品的专用算力仍有缺口。 硬·AI 作者 |鲍亦龙 编辑 | 硬 AI 继TD Cowen后，巴克莱似乎也开始唱空AI算力。 3月26日，巴克莱发布最新研究称，2025年全球AI算力可支持15-220亿个AI Agent，这足以满足美国和欧盟1亿多白领工作者和超过10亿企业软件许可证的 需求。而同日 TD Cowen分析师称支撑人工智能运算的计算机集群供过于求 。 巴克莱认为现有的AI算力已经足够支持大规模AI代理的部署，主要基于以下三点： 行业推理容量基础 ：2025年全球约有1570万个AI加速器（GPU/TPU/ASIC等）在线，其中40%（约630万个）将用于推理， 而这些推理算力中约一半（310万个）将专门用于 Agent/聊天机器人服务 ； 可支持大量用户 ：根据不同模型的计算需求，现有算力可支持15亿到220亿个AI代理，这足以满足美国和欧 ...