近期，资本市场多项权威评选结果陆续公布，协创数据（300857）技术股份有限公司(300857)凭借稳健 的经营质地、规范的公司治理及良好的成长预期斩获多项荣誉。 在深圳证券交易所发布的创业板上市公司2024—2025年度信息披露工作评价中，公司再度获信息披露最 高A级评价，同时获中国上市公司协会"2025上市公司董事会办公室最佳实践"称号，入选证券时报第十 九届中国上市公司价值评选"创业板上市公司价值五十强"；在个人荣誉方面，协创数据董事长耿康铭荣 登福布斯中国2025年度"中国最佳CEO"榜单，董事会秘书甘杏连续两年获得中国上市公司协会"上市公 司董事会秘书履职评价"5A评级。 多项荣誉认可的背后，是协创数据近年来加码算力赛道后的扎实发展成效。2025年以来，协创数据在核 心业务拓展、战略布局落地及技术创新突破等方面持续发力，经营业绩稳步提升，产业影响力亦实现不 断增强。 业绩稳步攀升 AI算力业务成核心增长引擎 技术创新驱动 算力平台迭代升级 作为英伟达云合作伙伴（NCP），协创数据在算力资源获取及组网能力方面具备显著优势，目前已与互 联网云厂商深度合作，在国内多地联合布局大规模先进算力集群，同时有望借 ...

Core Insights - The global AI competition is intensifying, with high-performance computing chips becoming a critical resource in technological rivalry. The recent approval for NVIDIA's H200 chip export to China is expected to provide domestic AI model developers, cloud service providers, and research institutions with enhanced computing power, accelerating AI application deployment [1] Group 1: Company Developments - Company plans to invest up to 9 billion yuan in server procurement to enhance cloud computing services, building on previous investments exceeding 20 billion yuan [2] - The company has established a significant fixed asset scale of 6.173 billion yuan by Q3 2025, a substantial increase from 555 million yuan in the same period of 2024, indicating rapid growth in its cloud computing infrastructure [2] - The company is strategically collaborating with Guangwei Technology and Guangjia Technology to develop optical chips and modules, aiming to create a comprehensive global industry system that integrates computing power, cloud services, and intelligent terminals [2][3] Group 2: Market Trends and Opportunities - The rapid growth in AI computing demand is driving an expansion in the need for optical modules, with expectations of significant market growth through 2026-2027 due to advancements in AI, industrial internet, and autonomous driving [3] - The company is positioned to benefit from the release of the H200 chip, which is expected to accelerate domestic computing demand, enhancing its role in computing power leasing, optical modules, and embodied intelligence [4] - The launch of FCloud 2.0 marks a significant advancement in the company's capabilities, enhancing its AI intelligent agent training platform and indicating a commitment to ongoing technological innovation [3]

值得关注的是，备受业内瞩目的OmniBot具身智能挑战赛也在活动现场圆满落幕。据介绍，该挑战赛自 9月30日启动，设置仿真环境搭建赛、交互提示词赛、模型综合训练与任务挑战赛三大赛道，吸引来自 海内外一流大学以及开发爱好者们，共计549支优秀团队报名参赛。与传统赛事不同，本次挑战赛依托 FCloud OmniBot平台构建仿真竞技空间，聚焦算法、数据与智能体行为的深度对抗，经过1个月激烈角 逐，最终评选出各赛道优胜团队。 协创数据表示，本次活动的成功举办，不仅实现了FCloud 2.0版本的全新亮相与生态资源的深度整合， 更搭建了产学研用协同交流的重要平台。未来，FCloud将以2.0版本发布为契机，持续深化技术创新， 赋能更多开发者与企业，与行业伙伴携手共创具身智能产业发展崭新篇章。（CIS） 作为本次活动的核心亮点之一，FCloud 2.0版本的正式发布备受行业关注。据了解，FCloud自2025年初 落地张江科学城以来，凭借百万级Token处理能力，成功打造张江首个AI智能体训推一体平台；二季度 FCloud OmniBot全栈式具身智能机器人开发平台重磅上线，以一站式技术支撑打破开发壁垒。历经11个 月 ...