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硬蛋创新:第三季度经营溢利约1.28亿元 同比增长约34.7%
Zhi Tong Cai Jing· 2025-11-14 08:48
Core Insights - The company, Hard Egg Innovation, reported significant revenue growth driven by the increasing demand for AI computing power, with Q3 2025 revenue reaching approximately RMB 3.332 billion, a 22.1% increase from RMB 2.729 billion in Q3 2024 [1] - The company continues to leverage opportunities in the AI supply chain, focusing on AI infrastructure and edge AI solutions, while maintaining partnerships with over 100 leading semiconductor companies [1][2] - Future plans include deepening capabilities in AI chip applications and self-developed AI products, as well as entering new fields such as intellectual property development and international operations [3] Financial Performance - For the three months ending September 30, 2025, the operating profit was approximately RMB 128 million, reflecting a year-on-year growth of 34.7% [1] - For the nine months ending September 30, 2025, total revenue was approximately RMB 10.009 billion, a 42.0% increase from RMB 7.05 billion in the same period of 2024 [1] - The operating profit for the nine-month period was approximately RMB 403.5 million, showing a year-on-year increase of 24.8% [1] Business Development Highlights - Hard Egg provided advanced solutions for Meituan, establishing a high-performance GPU cluster that supports over 8,000 GPU nodes and integrates advanced CPU, GPU, and 100G-400G network cards [2] - The company has developed various innovative projects, including FPGA-accelerated low-latency computing systems for local AI security and AI computing solutions for autonomous vehicles [2] - The company is well-positioned to capture the next wave of AI industrialization, supported by strong chip supply partnerships and a vast customer network [2] Future Outlook - The company aims to enhance its core capabilities in AI chip applications and self-developed AI products while optimizing its revenue structure [3] - Plans to explore new business opportunities arising from national support policies are expected to lay a solid foundation for continued growth in the coming year [3]