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平治信息(300571) - 300571平治信息投资者关系管理信息20251031
2025-10-31 09:34
Company Overview - The company has successfully transformed its computing power business, with total signed orders exceeding 2.4 billion CNY [2] - The company has delivered and deployed related computing power servers [2] Computing Power Business - The main service model involves purchasing GPU modules and assembling servers, followed by installation and ongoing operational support [5] - The company expects that projects delivered in the early stages will enter the billing cycle, positively impacting future performance [5] Robotics Development - The company holds a 40% stake in Future Partner Robotics (Shenzhen) Co., Ltd., which has launched a series of smart robot products [3] - The primary market entry point for the robotics business is through telecommunications operators, leveraging long-term partnerships for standardized and scalable product solutions [3] Accounts Receivable - As of the end of Q3, the company has a significant amount of accounts receivable, primarily from telecommunications operators, with a low likelihood of bad debts due to their strong financial status [4] AI Product Offerings - The company is developing smart hardware and AI-enabled modules, with current AI platforms targeting health care and home applications [6] - Specific products include an AI smart blood pressure monitor designed for elderly care and an AI smart alarm clock for home use, featuring interactive and educational functionalities [6]