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贵州持续做强做优数字经济
Ren Min Ri Bao· 2025-08-27 21:54
3组数据,见证贵州抢抓数字经济新机的持续努力: "其车载芯片每秒能执行1万亿次浮点运算,遇到突发状况能在10毫秒内做出控制动作。"贵州翰凯斯智 能技术有限公司工程师吴益辉介绍,这款小巴产品已销往30多个国家和地区。 算力是数字经济的底座。目前,贵州在建及投运重点数据中心49个,算力规模突破86百亿亿次/秒 (EFLOPS),智算占比、国产化率、区域集中度均超过90%,成为全国智算能力最强、智算资源最多 的地区之一。 去年11月,贵州发布算力券管理办法,将国产化算力适配服务、模型训练服务纳入政策激励范围。截至 6月底,共发放算力券333张,促进算力交易逾140亿元,助力贵州从数据存储向算力供给转型。 人类眨一次眼需要100至400毫秒,而从贵州贵阳到广东广州的数据传输仅需10毫秒; 24个重点产业打造近100个大模型应用场景,未来3年还将新增500个以上; 2024年全省软件和信息技术服务业收入突破1000亿元,数字经济增速连续9年位居全国前列。 2021年2月,习近平总书记到贵州考察调研,希望贵州"在实施数字经济战略上抢新机"。今年3月,习近 平总书记在听取贵州省委和省政府工作汇报时指出:"做强做优数字经济、 ...
浙数文化20250809
2025-08-11 01:21
Summary of Conference Call for Zhejiang Shuculture (浙数文化) Company Overview - The company reported significant growth in revenue and profit for the first half of 2025, with notable improvement in net cash flow from operating activities [2][4][7]. - The gaming business remains stable, while the digital marketing segment shows rapid growth. However, revenue from Fuchun Cloud has slightly declined due to price reductions in IDC services and ongoing transformation [2][4]. Key Business Segments Gaming Business - The gaming segment is a major contributor to revenue and profit, maintaining stability [4][18]. - Expected to continue its growth trend throughout the year, although sequential growth may not be substantial [18]. Digital Marketing - The digital marketing segment has experienced growth of approximately 10% [4]. - Anticipated to perform better in the second half of the year due to seasonal factors and major marketing events [21]. Fuchun Cloud - Revenue from Fuchun Cloud decreased by 19 million due to IDC business price pressures and transformation challenges [4][6]. - The company expects to improve client acquisition and utilization rates in the second half of the year [20]. Digital Culture - The digital culture segment has undergone structural adjustments, with new initiatives in online social and cultural tourism [5]. - The 45-degree APP business model has been validated, and the original story community platform is seeing increased consumption [2][5]. Financial Performance - The company achieved a net profit of 374 million, a year-on-year increase of 156% [7]. - Non-recurring net profit slightly increased to 203 million, with significant contributions from the gaming and digital marketing sectors [7][11]. - Cash flow improved significantly, turning from a negative 80 million to a positive 250 million [7][12]. AI and Innovation - The company has developed an AI application matrix with seven mature models and algorithms, two of which have been submitted for record [13][16]. - A new innovation R&D center has been established in Guangzhou, focusing on light casual games [13]. Infrastructure Development - The company has completed the first phase of the cultural computing center in Hangzhou and established a 5,000-card computing center in Beijing, with plans for further expansion [3][14]. - The domestic card ecosystem is improving, with an expected increase in the proportion of new domestic cards [15]. Strategic Investments - The company is strategically investing in innovative sectors, including energy and robotics, with plans to increase shareholding in these ventures [2][16]. - Collaborations with various companies, including Alibaba, are ongoing to enhance capabilities in data and AI applications [16]. Market Outlook - The company anticipates strong performance in the second half of 2025, driven by new provincial-level projects and central government initiatives [10][18]. - The digital operation and marketing sectors are expected to see significant revenue releases, particularly in the fourth quarter due to major marketing events [21]. Regulatory Environment - Recent policy changes from the tax bureau are expected to create new opportunities for the industry, particularly in data trading and compliance [25][26]. - The company is actively engaging in the development of data elements and AI, with a focus on high-quality data acquisition and utilization [22][23]. Conclusion - Overall, the company is positioned for growth with a diversified portfolio across gaming, digital marketing, and innovative technologies, while navigating challenges in certain segments like Fuchun Cloud. The strategic focus on AI and data-driven initiatives is expected to enhance future performance and market competitiveness [28].