Group 1: Business Performance and Financials - In Q1 2025, the company achieved revenue of 2,077.32 million yuan, a year-on-year increase of 18.11% [7] - The net profit attributable to shareholders in Q1 2025 was 169.21 million yuan, up 4.29% year-on-year [7] - Total assets as of March 31, 2025, reached 9,996.56 million yuan, reflecting a growth of 36.85% since the beginning of the year [7] Group 2: Strategic Initiatives and Market Position - The company plans to enhance its position in the AI and AGI sectors by increasing its investment in computing power services and cloud services [2] - The company has established a comprehensive platform for service robots, including advanced manufacturing capabilities such as robotic dogs and humanoid robots [2][4] - The company has obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing rental and cloud services [3] Group 3: Research and Development - R&D expenses have increased by 53.84%, with an expected revenue generation timeline of approximately 18 months from the start of investment [2] - The company is focusing on innovation and talent development, with increased investments in R&D and employee compensation [7] Group 4: Market Demand and Competition - The company is actively engaged in the computing power rental market, with a stable pricing strategy aimed at high-quality clients [8] - The expected return on investment for computing power rental services is reported to be between 28% and 35% [8] Group 5: Product Development and Future Outlook - The FCloud intelligent training platform was launched on January 24, 2025, and is expected to generate revenue in the future [9] - The company’s IoT smart terminal products achieved revenue of 2.259 billion yuan in 2024, marking a 60.82% year-on-year growth [9]

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].

长江商报消息 ●长江商报记者 潘瑞冬 算力企业协创数据（300857.SZ）业绩持续增长。 3月31日晚间，协创数据发布2024年年报，去年，公司实现营业收入74.1亿元，同比增长59.08%；归母 净利润为6.92亿元，同比增长140.8%。公司的经营性现金流量恢复净流入状态。 年报显示，分产品来看，协创数据目前有物联网智能终端、数据存储设备和其他类3大产品，2024年营 收全部实现增长，增幅分别为60.82%、54.98%、83.89%。 近年来，协创数据加大拓展海外市场力度，2024年，公司境外营业收入达37.49亿元，营收占比超过 50%。 连续5年营收净利双增 资料显示，协创数据以"智能物联生态"作为战略核心，打造了由"智能终端+算力基建+云端服务"构成的 三位一体产业模式，于2020年7月上市。目前，协创数据有物联网智能终端、数据存储设备和其他类3大 产品。 长江商报记者注意到，协创数据的营收和净利均创出近五年来新高。上市当年，即2020年，公司实现营 业收入22.49亿元、归母净利润1亿元，到2023年，二者分别为46.58亿元、2.87亿元。期间，公司的营收 和净利实现了不间断增长。 对于业绩 ...