并行科技超算云服务平台

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北交所首批半年报披露 企业发力前沿赛道
Zhong Guo Zheng Quan Bao· 2025-08-03 23:10
Core Insights - The 2025 semi-annual report disclosure for the Beijing Stock Exchange has commenced, with companies such as Minshida, Taihu Snow, and Parallel Technology showing significant profit growth in the first half of the year, driven by computing power services, new energy materials, and smart consumption [1][2][4] Group 1: Company Performance - Minshida reported a revenue of 237 million yuan, a year-on-year increase of 27.91%, and a net profit of 63.03 million yuan, up 42.28% [2] - Parallel Technology achieved a revenue of approximately 458 million yuan, a substantial increase of 69.27%, and a net profit of about 5.08 million yuan, growing by 20.05% [2] - Taihu Snow's revenue reached 281 million yuan, reflecting a 17.75% year-on-year growth, with a net profit of 18.98 million yuan, up 69.77% [3] Group 2: Industry Trends - The performance of these companies is attributed to their alignment with emerging trends in AI computing power and energy transformation, showcasing their strategic positioning in response to new market demands [1][4] - Parallel Technology, as the "first stock of computing power services" on the Beijing Stock Exchange, reported computing power service revenue of approximately 442 million yuan, accounting for 96.51% of its total revenue, with a year-on-year growth of 70.51% [4] - Minshida's core product, aramid paper, has seen increased demand in sectors such as new energy vehicles, wind power, and AI data centers, contributing to its revenue growth [5] Group 3: Innovation and Digital Transformation - Taihu Snow's revenue growth is significantly driven by channel innovation, with online channel revenue increasing by 29.19%, surpassing offline growth [6] - The company has implemented a comprehensive digital marketing strategy, enhancing its presence on platforms like Xiaohongshu and Douyin, leading to substantial revenue increases across various online channels [6][7] - Taihu Snow is also embracing AI advancements, achieving notable results in information security, data integration, and product design efficiency [7]
并行科技算力服务收入同比增超七成 已与阿里云签署框架合作协议
Xin Jing Bao· 2025-07-29 11:50
新京报贝壳财经讯(记者黄鑫宇)今年春节期间DeepSeek推出的DeepSeek-V3及推理版本 R1火爆出 圈,其以仅600万美元的训练成本达到与OpenAI媲美的性能,成本优势显著。在此带动下,A股市场算 力板块大幅飙升。被称为"北交所算力服务第一股"的并行科技(即北京并行科技股份有限公司; 839493.BJ),在2月中更是创下10个交易日里涨幅接近4倍的纪录。 半年报显示,2025年5月27日,并行科技与阿里云在北京正式签署框架合作协议,双方将围绕国产算力 中心共建、公共云算力生态打造、大模型行业应用落地三大方向展开深度合作,联合推动国产化算力基 础设施创新与人工智能技术在科研、教育及产业场景的规模化落地,共同探索算力普惠与AI协同的新 生态。 公开资料显示,并行科技成立于2007年,于2023年11月登陆北交所,是全A股市场中首家提供专业算力 服务的上市公司。今年一季度,并行科技实现营业收入1.98亿元,同比增长51.68%;实现归母净利润约 为359.40万元,同比增长43.77%。 另一方面,半年报显示,截至2025年6月末,并行科技的资产负债率(合并)为78.37%,较上年同期的 69.56% ...