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调研速递|智微智能接受建信基金等7家机构调研,算力业务成关注焦点
Xin Lang Zheng Quan· 2025-09-10 10:45
Group 1 - The core viewpoint of the news is that Shenzhen Zhimi Intelligent Technology Co., Ltd. has demonstrated strong capabilities and development potential in the smart internet hardware sector during a recent investor meeting [1] - The company is recognized as a leading provider of smart internet hardware products and solutions in China, holding the status of a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [1] - The company aims to support industrial digitalization by building a "smart base" and has developed core capabilities in multi-scenario product definition, flexible manufacturing, and digital information management [1] Group 2 - Significant progress has been made in the computing power business, with the company planning to deepen maintenance and operation services and expand computing power rental services [2] - The company has launched the HAT cloud platform for computing power rental, which was officially released in April 2025 and has been commercialized [2] - The company is focusing on AI in its future strategy, planning to develop five categories of products across cloud, edge, and endpoint AI [2]
智微智能(001339) - 2025年9月10日投资者关系活动记录表
2025-09-10 09:32
Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of intelligent internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [2][3] - The company focuses on building a robust hardware foundation for industrial digitalization, promoting intelligent internet applications across various scenarios [2][3] Business Segments - Main business areas include industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (servers, switches, cybersecurity hardware), industrial IoT (robot controllers, industrial motherboards, industrial computers, AI edge devices), and intelligent computing [3][4] - The product layout meets diverse AI application needs in sectors such as AI high-performance computing, robotics, smart education, smart office, smart finance, industrial automation, and smart healthcare [3][4] Strengths in Computing Power - The company aims to be an "AIGC full lifecycle service provider," focusing on computing power planning and equipment supply, with computing power leasing as a new growth area [3][5] - As of mid-2025, the order backlog has exceeded the total for the previous year, indicating strong market competitiveness [3][5] - The HAT cloud platform, launched in April 2025, offers flexible resource scheduling and cost optimization, supporting various customer needs with a standardized computing power unit and pay-per-use model [3][5] Product Innovations - The "Zhiqing" series of robot brain domain controllers utilizes NVIDIA Jetson chips, offering AI computing options ranging from 100 TOPS to 2070 FP4 TFLOPS [4][6] - The company has established a comprehensive "end-to-end" service system covering the entire lifecycle of equipment, ensuring timely service response and reliable spare parts supply [3][5] Future Strategy - The company plans to embrace AI comprehensively, focusing on three main areas: cloud, edge, and terminal, with five product categories in development [5][6] - In the edge AI sector, the company offers integrated computing power machines with various configurations to meet diverse computing needs in professional creation, data centers, and high-performance computing clusters [6][7] - The generative AI BOX supports local deployment of models, covering large language models (LLM) and visual language models (VLM), providing robust support for complex applications [6][7]