Group 1 - The company expects a net profit attributable to shareholders of 180 million to 240 million yuan for the first half of 2025, representing a year-on-year growth of 43.81% to 91.75% [2] - The net profit after deducting non-recurring gains and losses is projected to be 160 million to 210 million yuan, indicating a year-on-year increase of 51.07% to 98.28% [2] - The basic earnings per share are estimated to be between 0.3101 yuan and 0.4135 yuan [2] Group 2 - The increase in performance is attributed to the ongoing AI wave driving the upgrade of computing infrastructure, with accelerated orders for data center switch products from internet clients [3] - The company is committed to enhancing management and efficiency, resulting in effective cost control and revenue growth compared to the previous year [3] - In 2025, the company plans to focus on ICT infrastructure represented by data center networks and optical communications, as well as AI application solutions across various scenarios [3] Group 3 - The company will continue to advance its overseas strategy in both capability building and market expansion [4] - It aims to improve its compliance system to mitigate international market operational risks and support overseas market expansion [4] - The company is exploring business models related to brain-computer interfaces and will develop corresponding strategies based on its growth needs [4]

2024年，受国内运营商整体投资下降等影响，中兴通讯（000063）营收、净利润同比微降，而在近日举 行的中兴通讯2024年度股东大会和业绩说明会上，该公司传递出对未来满满的发展信心，管理层表示， 2025年，有信心借助AI发展机遇，推动公司各项业务快速发展，助力中兴通讯收入重回增长轨道。 有信心重回增长 同时，为应对激烈的市场竞争，中兴通讯还将通过以下策略提升服务器毛利率：一是快速提升服务器收 入规模，发挥规模效应，优化设备成本；二是在供应链管理上，采取资源布局、提前备料等策略，降低 原材料价格波动影响；三是发挥研发优势，从设计源头多维度优化成本，提升自研占比；四是与国内 AI芯片企业合作，打造智算服务器联合推广生态；五是深耕电力、能源，拓展医疗、教育等有较高技 术要求的领域，提升高毛利率行业市场份额；六是推出软硬一体的智算一体机，注入更多技术价值。 第二曲线业务增势将持续 2024年，受国内运营商整体投资下降影响，中兴通讯占比最大的传统运营商网络业务收入下降，但政企 业务营收同比增长36.7%，国内政企业务营收同比增长近60%，消费者业务营收同比增长16.1%，第二增 当下，全球已经进入AI驱动的产业革命 ...