格隆汇8月28日丨中科曙光(603019.SH)披露半年报，公司上半年实现营业收入58.5亿元，同比增长 2.41%；归属于上市公司股东的净利润7.29亿元，同比增长29.39%；基本每股收益0.5元/股。 公司持续推进高端计算机、存储、安全、数据中心产品的研发与制造，特别是在数字基础设施建设和智 能计算业务方面加大了力度。报告期内，公司升级了超智融合解决方案，通过深度整合高性能计算与人 工智能技术，提升了服务的生态兼容性和效率，推动了大模型训练与推理的应用。 公司在存储产品方面也取得了积极进展，ParaStor系列存储系统在市场上获得了较高的认可，连续六年 中标中国移动分布式存储集采。同时，公司的FlashNexus系列全闪存储在国际存储性能委员会测试中表 现优异，获得了多项行业奖项。公司还在云计算服务和数据中心建设方面不断拓展业务，推出了多项创 新服务，进一步增强了市场竞争力。 ...

Core Viewpoint - Zhongke Shuguang (603019) reported a revenue of 5.85 billion yuan for the first half of the year, a year-on-year increase of 2.41%, and a net profit of 729 million yuan, up 29.39% year-on-year, indicating improved profitability in its main business [1] Group 1: Financial Performance - The company achieved a net profit of 7.29 billion yuan, reflecting a significant year-on-year increase of 29.39% [1] - The non-recurring net profit reached 5.69 billion yuan, marking a 55.20% year-on-year growth, primarily due to increased profits from joint ventures and reduced government subsidies [1] Group 2: Liquid Cooling Technology - Zhongke Shuguang has been researching liquid cooling technology since 2011, progressing through three stages: cold plate liquid cooling, immersion liquid cooling, and immersion phase change liquid cooling [1] - The company's immersion liquid cooling solutions save over 30% energy compared to traditional air-cooled data centers, with the first-generation C8000 solution achieving a power density of over 200 kW per cabinet and saving over 80% in room space [1] - The third-generation C8000 immersion liquid cooling solution is expected to exceed 750 kW in power density by 2024, while the C7000-F technology, set to be released in 2025, overcomes limitations in cooling capacity, safety, and system complexity [1] Group 3: Data Center and AI Integration - The company is involved in the construction of national-level data centers in Chongqing, Anhui, and Qingdao, with the China Petroleum Artificial Intelligence Computing Center being selected as a national demonstration project [1] - Zhongke Shuguang's subsidiary successfully won the bid for the Jinan Artificial Intelligence Integration Computing Power Center project [1] Group 4: High-End Computing Solutions - The company upgraded its Super Intelligence Integration Solution, deeply integrating high-performance computing with AI technology, enhancing model training efficiency and fault tolerance [2] - The ParaStor distributed storage series has won bids for six consecutive years in China Mobile's distributed storage procurement, leading in market share in various sectors [2] - The FlashNexus centralized all-flash storage ranked first globally in the SPC-1 test conducted by the International Storage Performance Council in February 2025 [2] Group 5: Cloud Computing Services - Zhongke Shuguang upgraded its cloud services from "City Cloud" to "Full-Stack Intelligent Cloud," establishing a comprehensive capability system [3] - The company launched innovative services such as password cloud and cloud PaaS, with its education cloud solution recognized as a typical application by the Ministry of Industry and Information Technology [3] - The company is constructing a "5A-level Intelligent Computing Center" and a national integrated computing power service platform [3] Group 6: Major Asset Restructuring - Zhongke Shuguang disclosed a significant asset restructuring plan, signing an agreement with Haiguang Information for a stock swap merger, with the transaction proposal officially disclosed on June 10 [3]