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金山云(KC.US,03896.HK)Q3营收涨幅再提速 调整后净利润首次实现盈利
智通财经网· 2025-11-19 13:35
Core Insights - Kingsoft Cloud's Q3 2025 financial report shows a robust growth in revenue driven by its AI strategy, with total revenue reaching 2.48 billion yuan, a year-on-year increase of 31% [1] - The company reported a significant increase in public cloud revenue, which reached 1.75 billion yuan, reflecting a 49% year-on-year growth [1] - The revenue from the Xiaomi-Kingsoft ecosystem amounted to 690 million yuan, marking an 84% increase year-on-year and accounting for 28% of total revenue [1] Financial Performance - Adjusted gross profit for Q3 2025 was 390 million yuan, up 28% year-on-year [1] - Adjusted operating profit turned positive at 15.36 million yuan, with an operating profit margin of 0.6% [1] - Adjusted net profit reached 28.73 million yuan, marking the first profitable quarter for the company [1] AI Cloud Services Development - Kingsoft Cloud has upgraded its AI capabilities, launching new products such as the X6F cloud server and various AI service platforms to meet diverse customer needs [2] - The company reported a 120% year-on-year increase in revenue from its intelligent computing cloud, which accounted for 45% of public cloud revenue [3] Industry Solutions and Collaborations - The company is focusing on industry-specific AI solutions, collaborating with clients in sectors like government and healthcare to accelerate AI application deployment [4] - Kingsoft Cloud has made progress in projects such as the Shanghai state-owned cloud initiative and partnerships in the digital health sector, enhancing AI integration in traditional practices [4][5] Strategic Vision - The CEO emphasized the importance of leveraging opportunities from the Xiaomi-Kingsoft ecosystem and investing in infrastructure and talent to drive innovation in AI solutions [6]