昇腾一体机整合

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【私募调研记录】因诺资产调研海天瑞声
Zheng Quan Zhi Xing· 2025-09-04 00:09
Group 1 - The core viewpoint of the news highlights that Inno Asset has conducted research on a listed company, Haitan Ruisheng, which is expected to see a revenue growth of 69.54% in the first half of 2025 due to comprehensive growth in computer vision, natural language, and intelligent voice businesses [1] - The revenue contributions from computer vision and natural language are 40% and 14% respectively, while the growth of intelligent voice is relatively stable [1] - The company has established partnerships with Huawei for the Ascend integrated machine and the Shaanxi Smart Cultural Tourism project, becoming an important data supplier for China Mobile and participating in the AI community renewal [1] Group 2 - In terms of data elements, the company has formed joint ventures in Chengdu, Changsha, and Baoding, and signed agreements in Hohhot to expand cooperation in over ten cities including Shanghai and Guangzhou [1] - The overseas expansion includes the acquisition of a delivery base in the Philippines and the establishment of subsidiaries in Hong Kong, New York, and the United States, with plans to advance into Japan, South Korea, and the European Union [1] - The company is also involved in the field of embodied intelligence, co-building data training grounds and launching an engineering service platform, with core competitive advantages in dual-mode service products, technology platforms, supply chain management, and data security compliance capabilities [1]