1月8日晚间，杰创智能（301248）披露一则重磅采购公告。为推进公司人工智能战略发展和业务转型， 拟向多家供应商采购IT设备及零配件，总金额不超过人民币40亿元。本次交易金额达到公司最近一期经 审计净资产的50%，亦达到公司最近一期经审计总资产的50%，尚需要提交公司股东会审议。 杰创智能强调，随着公司人工智能战略稳步推进，在人工智能业务方向的投入力度持续加大。本次采 购，有利于扩大云计算业务规模，有利于推进公司技术产品研发，深度融入云计算产业生态链，系公司 落地人工智能战略、持续推进业务升级转型的重要布局。 就在同一天，杰创智能披露公告称，为增强子公司的资本实力，促进公司及子公司经营发展，加快公司 整体战略发展目标的实现，公司拟以自有资金人民币1.7亿元对广东杰创智能科技有限公司(以下简 称"广东杰创")进行增资，本次增资完成后，广东杰创的注册资本将变更为人民币2.95亿元。 在2025年9月举行的投资者网上集体接待日活动上，杰创智能提到，公司积极把握互联网、自动驾驶、 AI创业公司对AI算力需求爆发式增长的机会，为互联网、科研院校等用户提供按需灵活租用的智算云 服务。2025年上半年公司"AI+云计算" ...

Group 1: AI and Cloud Computing Business - The company's AI + cloud computing products include private/hybrid cloud services and intelligent computing cloud services, targeting government and enterprise scenarios as well as internet and autonomous driving applications [1] - In the first half of 2025, the AI + cloud computing business generated over 30 million yuan in revenue, significantly exceeding the total revenue of the previous year, with expectations for continued rapid growth in 2025-2026 [2] - The "Changqing Cloud" brand has transitioned from the incubation phase to rapid expansion, serving various sectors including finance, education, and government, with key clients such as the People's Bank of China and Guangzhou Port Group [2] Group 2: Intelligent Computing Cloud Services - The intelligent computing cloud business is experiencing explosive growth due to high demand from sectors like scientific computing and intelligent driving, with the company investing 790 million yuan in related projects and signing service orders worth 359 million yuan [3] - The company anticipates that the intelligent computing cloud business will start generating revenue in the second half of 2025, positively impacting overall performance [4] Group 3: Robotics and Security Products - The company has developed a range of security robots and is conducting joint tests with law enforcement in various provinces, laying the groundwork for future large-scale sales [5] - At the recent Public Safety Technology Equipment Expo, the company showcased new products and secured multiple business opportunities with domestic and international security agencies [6] Group 4: Strategic Direction and Market Position - The company is focusing on AI transformation, emphasizing AI + cloud computing and AI + security as two key growth areas, with a commitment to continuous investment in product development [7] - The company has established a strategic partnership with Moore Threads to enhance its AI computing capabilities, supporting domestic chips and operating systems [8] Group 5: Financial Performance and Shareholder Engagement - The company is actively addressing performance fluctuations and enhancing market value through operational efficiency improvements and a focus on AI infrastructure [7] - In 2025, the company achieved profitability, indicating initial success in its transformation efforts, and has implemented a share buyback plan to bolster investor confidence [8]