在互联网巨头云集的云计算市场，优刻得以"中立"的云厂商定位，成为国内云计算第一股，构建起覆盖 全球的云计算基础设施网络。 在科创板即将迎来开市六周年之际，优刻得董事长、首席执行官兼总裁季昕华接受了中国证券报记者专 访，并分享了优刻得的成长和变化。季昕华表示，2025年，公司将继续深化高质量发展战略，围绕"AI （人工智能）和海外"两大重点发展领域，在"公有云、数据中心建设、私有云"三大核心方向上持续突 破，同时在业务结构优化、AI算力等新利润增长点开拓及海外云产业生态扩展等方面持续发力，进一 步推进公司从"中国实践"到"世界服务"的全球化布局。 ● 本报记者 黄一灵 面对变化，唯有拥抱变化。优刻得始终秉持着"客户的需求就是我们下一个产品"的理念，持续加大从底 层硬件构造到顶层平台生态体系的研发投入，构建了更懂大模型、加速智能应用落地的智算云。"智算 云也分公有云、私有云、混合云三种形态，但其本质都是以GPU（图形处理器）计算为核心，这也是公 司接下来要大力开拓的方向。"季昕华透露，目前智算云业务增速非常快。 同时，为应对国产芯片性能爬坡与算力供给挑战，优刻得加速内蒙古乌兰察布和上海青浦数据中心建 设，以"大模 ...

We also note that the financial information discussed on this call reflects estimates based on information available at this time and could differ materially from the amounts ultimately reported in HPE's quarterly report on Form 10-Q for the fiscal quarter ended April 30, 2025. For more detailed information, please see the disclaimers on the earnings materials relating to forward-looking statements that involve risks, uncertainties, and assumptions. Please refer to HPE's filings with the SEC for a discussio ...

预计本期非经常性损益对公司利润的影响约为 500.00 万元，主要为报告期 内取得的投资收益等。 四、其他相关说明 证券代码：301248 证券简称：杰创智能 公告编号：2025-055 杰创智能科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 归属于上市公司 盈利：1,500.00 万元-2,000.00 万元 亏损：-3,308.81 股东的净利润 比上年同期上升：152.62% - 167.73% 万元 扣除非经常性损 盈利：1,000.00 万元–1,500.00 万元 亏损：-3,549.81 益后的净利润 比上年同期上升：128.17% - 142.26% 万元 基本每股收益 盈利：0.10 元/股–0.13 元/股 亏损：-0.22 元/股 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经会计师事务所审计。 三、业绩变动原因说明 公司业绩变动主要受以下因素影响： （一）主营业务影响 云计算"业务受益于政企客户较旺盛的 AI 一体机采购需求，私有云和一体机产 品均取得较快增 ...

Core Viewpoint - The article discusses the 10th anniversary of Beijing Zhen Shitong Technology Co., Ltd. and its strategic direction towards leveraging new opportunities in artificial intelligence and computing power while maintaining its core multimedia video business [2][5]. Group 1: Company Development and Strategy - Zhen Shitong was listed on the Shenzhen Stock Exchange on June 29, 2015, primarily as a multimedia video solution provider for various industries including energy, government, finance, transportation, education, and healthcare [2]. - The company has focused on not only meeting current customer needs but also guiding innovative demands, ensuring that its technology and solutions lead industry application trends [2][3]. - The company has achieved full self-research and control over its multimedia video products, utilizing modular configurations and agile development methods to quickly respond to customer customization needs [3]. Group 2: Artificial Intelligence Integration - The rise of artificial intelligence has significantly changed traditional work patterns, leading to a surge in demand for online meetings and video conferencing [3]. - Zhen Shitong is actively integrating traditional video technology with AI, developing projects such as intelligent meeting assistants and AI multimedia IoT platforms to enhance user experience and efficiency [3][4]. - The company emphasizes having its own core technology and products in its AI strategy, with successful developments in AI-enabled conference and exhibition products [4]. Group 3: Business Expansion and Future Directions - Zhen Shitong is pursuing external expansion to upgrade its business, aiming to create a "second golden decade" through AI and other business layouts [5]. - The company has been involved in the computing power sector since 2008, establishing a data center division that now serves nearly a hundred industry clients, including notable projects like the Beijing government big data center [5]. - The company is transitioning its traditional data center business to new-generation intelligent and green energy-saving data centers, with breakthroughs in cooling technology [5][6]. Group 4: Sectoral Progress and Market Expansion - Zhen Shitong has made progress in the industrial internet and new energy charging pile sectors, with products sold across 18 provinces by the end of 2024 [6]. - The company plans to continue expanding its multimedia video business while establishing regional headquarters in southern and central China to enhance its market presence [6]. - Future expansion strategies include upstream acquisitions, securing confidential qualifications for military research, and advancing cloud strategies [6][7].

中国石油集团东方地球物理勘探有限责任公司，成立于2000年，位于保定市，是一家以从事专业技术服 务业为主的企业。企业注册资本1532478.7891万人民币。通过天眼查大数据分析，中国石油集团东方地 球物理勘探有限责任公司共对外投资了31家企业，参与招投标项目1981次，财产线索方面有商标信息 100条，专利信息3314条，此外企业还拥有行政许可241个。 专利摘要显示，本申请实施例提供一种基于私有云平台容器化的地震勘探数据管理系统和方法。其中， 基于私有云平台容器化的地震勘探数据管理系统包括：私有云平台，用于响应于用户指令，通过对地震 勘探基础数据库的存取访问，实现用户指令所指示的针对目标地震勘探数据文件的操作；其中，用户指 令来自于与私有云平台对接的专用网络中的客户终端；地震勘探基础数据库，用于利用其向私有云平台 提供的专用网络接口，依照私有云平台的指令，对地震勘探数据进行存储管理操作。 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事燃气生产 和供应业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集团 有限公司共对外投资了11 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [6] Core Views - The company is a leading third-party cloud computing service provider in China, focusing on IaaS and PaaS, while expanding into high-value products like big data and AI [1][17] - The launch of DeepSeek models significantly lowers deployment barriers and costs, benefiting cloud computing vendors as demand for inference increases [2][45] - The company's quick response to DeepSeek model releases showcases its industry insight and execution capabilities, positioning it as a preferred choice for data-sensitive clients [3][48] Financial Forecast and Valuation - Revenue projections for 2025-2027 are estimated at 1,849 million, 2,156 million, and 2,459 million yuan, with year-on-year growth rates of +23.03%, +16.58%, and +14.08% respectively [4][63] - The company is expected to achieve net profits of -105 million, 5 million, and 100 million yuan in the same period [4][63] - The report employs a PS valuation method, with a 2026 projected PS of 4 times compared to a peer average of 6 times [4][63] Business Model and Product Matrix - The company offers a comprehensive cloud product matrix, including public, private, and hybrid cloud services, with public cloud revenue expected to grow significantly due to lower deployment costs for models [1][17][65] - The hybrid cloud model allows seamless integration of local infrastructure with public cloud resources, catering to industries with strict regulatory requirements [23][65] - The company has developed various products for AI applications, including a smart computing platform and a model service platform, enhancing its service offerings [25][63] Management and Team - The management team has a strong technical background, with the chairman having over 20 years of experience in the industry and recognition for his contributions [41][44] - The company has a stable employee structure, with high revenue generation per employee, indicating operational efficiency [36][37]

图 点击 上方 硬AI 关注我们 从亚洲到欧洲，从阿里到SAP，在宏观经济面临挑战的背景下依然实现了市值的飙升，这便是AI确定性力量的最好例证。 SAP这家欧洲软件巨头，在过去一年里因AI业务的强劲增长，市值大幅攀升，成为欧洲市值最高的公司。 并 以第一大权重股的身份，拉动着德国 DAX指数在自身 经济基本面持续趋弱的背景下，不断 刷新 历史新高。 根据合作协议， SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于 中国市场，并逐步扩展至东南亚、中东和非洲 。 SAP股价不断新高，证明AI依然是当下资本市场最为核心的"叙事主题"，牵动着投资者的情绪与资本的流向。 SAP的AI狂飙： 引领DAX逆势登顶， 德意志经济寒流中的"异数"？ 作者 | 申思琦 编辑 | 硬 AI 2025年5月27日，一则重磅消息连接了亚洲与欧洲的两位科技巨头 ， 主角一方是中国的阿里巴巴，另一方则是德国的 SAP 。 过去一年， SAP在欧洲资本市场表现抢眼。尽管其AI进展不像阿里年初那样引发市场热议和股价暴涨，但SAP凭借 其 AI战略，已悄 ...

证券简称：绿联科技 证券代码：301606 深圳市绿联科技股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 南方基金、招商基金、安信基金、博时基金、鹏华基金、华能贵诚、申 万菱信基金、招商证券、广发基金、国泰海通证券 时间 2025 年 5 月 20 日 -2025 年 5 月 23 日 地点 深圳 形式 现场、电话会议 上市公司接待 人员姓名 董事会秘书兼财务负责人：王立珍 证券事务代表：申利群 投资者关系活 动主要内容介 绍 一、问答交流（同类问题已作汇总整理，近期已回复问题不再重复） Q1.公司目前线上与线下销售的分布情况如何？对于未来线上与线 下布局有何计划？ 答：2024 年公司的主营业务收入按渠道分布情况如下：线上销售金 额达到 463,086.39 万元，占主营业务收入的 75.10%；线下销售金额则 为 153,547.02 万元，占主营业务收入的 24.90%。展望未来，公司将继 续深化现有销售渠道，积极开拓新市场，在线上营销领域，公司持续深 化海内外成熟第三方 ...

【公告全知道】军工+机器人+边缘计算+华为鲲鹏+芯片!公 司自研软件已在军 领域应用 公告全知道 2025.05.19 22:01 星期一 海得控制:常年积累的相关自动化、信息化等技术可复用于机器人产业的发展 海得控制(002184.SZ)在2024年度网上业绩说明会上表示，公司常年积累的相关自动化、信息化等技术可复用于机器人产业的发 展。工业机器人作为各种执行机构的一种接入公司"二化"融合解决方案中的控制层和数据交互层。公司在冶金、管廊、港口等行 业的开展的无人化智能系统应用需要在适应性、复制性、迭代性等方面继续融合包括智控、智算、智显等技术,帮助用户逐步实 现与提高系统智能化综合水平。 点评：资料显示，海得控制主营业务是工业电气自动化业务、工业信息化业务、新能源业务等三大板块。公司的主要产品是工业 电气自动化业务、工业信息化业务、新能源业务。 海得控制在今日的业绩说明上表示，公司及部分子公司有所涉及军工领域，公司自主研发的NetSCADA-M监控组态软件参与了 上海市军民结合专项项目,并于2017年10月通过原总装备部工程设计研究总院的项目验收。该项目并得到了国防科工委上海 办、市经信委军工处及区政府的大 ...

Core Viewpoint - Ugreen Technology held its 2024 annual online performance briefing, showcasing strong investor engagement with a 100% response rate to questions posed during the event [1] Group 1: Product Development and Innovation - Storage products are a key focus for Ugreen, with offerings including private cloud storage, mobile hard drive enclosures, and disk arrays, aimed at meeting large storage needs [2] - The company launched the DXP series of NAS private cloud storage products in 2024, featuring various configurations and achieving multiple security certifications [2] - Ugreen is committed to continuous innovation in product development to enhance its market competitiveness and meet diverse consumer needs [6] Group 2: Financial Performance and Shareholder Returns - In 2024, Ugreen implemented two cash dividends totaling 373 million yuan, representing 80.78% of the annual net profit attributable to shareholders [2] - The company is exploring innovative ways to enhance shareholder returns, including the potential for product-based dividends [2] Group 3: Market Expansion and Sales Performance - Ugreen achieved a revenue of 968 million yuan in the Americas in 2024, accounting for 15.70% of total revenue, with a year-on-year growth of 39.92% [2] - The company is establishing independent sites in developed markets like the U.S. and adopting localized business strategies to better serve regional consumer demands [2] Group 4: Competitive Landscape and Industry Position - Ugreen competes with companies like Anker Innovations, Bull Group, and Haineng Industry in the consumer electronics sector, maintaining a strong reputation and global competitiveness [2] - The consumer electronics industry is characterized by seasonal fluctuations, with Ugreen's revenue typically peaking in the fourth quarter due to consumer habits and promotional activities [2] Group 5: Strategic Investments and Future Outlook - Ugreen plans to participate in the pre-restructuring of Zhongzhi Real Estate to acquire land use rights, enhancing its operational stability and brand image [3] - The company is focused on long-term growth through technological innovation and market expansion, with a commitment to creating sustainable value for shareholders [6]