证券日报网12月9日讯迈信林在12月8日回答调研者提问时表示，从公司已披露的订单结构来看，算力租 赁是公司当前的业务核心。而算力贸易业务，更多是为了协助地方企业以及其他有需求的客户的特定项 目需求而开展的配套性服务。资本开支的规划需要结合行业发展节奏、市场需求变化以及公司自身的经 营情况综合判断。未来，公司的资本开支会重点聚焦在国产算力基础设施的布局、核心技术的研发以及 客户服务能力的升级上。 （文章来源：证券日报） ...

Core Insights - Company reported a significant increase in revenue and profit for the first half of 2025, driven by the growing demand for domestic high-end chips [1] - The company is focusing on deepening collaborations with OEMs and ecosystem partners to expand its market presence in key industries [1] - Continuous high R&D investment is a priority, ensuring product performance improvements and maintaining industry-leading advantages [1][2] Financial Performance - Revenue for the first half of 2025 reached 5.464 billion yuan, a year-on-year increase of 45.21% [1] - Net profit attributable to shareholders was 1.201 billion yuan, up 40.78% year-on-year [1] - Basic earnings per share increased by 40.54% to 0.52 yuan [1] R&D Investment - R&D expenditure amounted to 1.711 billion yuan, representing a 24.68% increase year-on-year, accounting for 31.31% of total revenue [1] - The R&D team consists of 2,369 members, making up 84.52% of the total workforce, with 77.88% holding a master's degree or higher [1] Market Position and Strategy - The company is positioned to benefit from the accelerating domestic chip localization process and the development of the信创 industry [2] - The dual-drive strategy of CPU and DCU, along with advancements in AI computing power, lays a solid foundation for long-term growth [2] - Collaborations with enterprises in cloud computing, big data, and industry software are aimed at creating open, secure, and green product solutions [2]