8月29日晚，紫光股份（000938）发布2025年半年报，公司业绩实现大幅增长，跑出AI赛道加速度。其 中，营业收入474.2亿元，同比增长25%；扣非归母净利润11.2亿元，同比增长25.1%，盈利水平进一步 提升。 核心子公司新华三上半年实现营业收入364亿元，同比增长37.7%，增速创五年以来新高。作为公司基 本盘的政企业务和作为第二增长曲线的海外业务表现尤其亮眼，分别取得53.6%和60.3%的超高速增 长，彰显公司发展的强劲爆发力。 优异业绩的取得，得益于公司对AI历史机遇的洞见和把握，通过坚定的战略投入和持续的技术创新， 实现公司实力与时代红利的共振爆发。 一方面，公司持续深化"AI in ALL"战略，充分发挥"算力×联接"的乘数效应，全面升级灵犀智算解决方 案，高效满足客户在模型训推效率、大规模算力集群部署、绿色节能与智能运维等方面的核心需求。 推出"数据快递"高通量广域网传输方案：通过超大规模文件远距离高效传输创新技术，破解跨数据中心 协同训练、敏感样本边传边训、模型实时分发等难题，实现千公里以上TB级数据分钟级可达。 推出AI数据平台解决方案：以Polaris X20000系列高性能存储 ...

8月29日晚，紫光股份（000938）发布2025年半年报，公司业绩实现大幅增长，跑出AI赛道加速度。其 中，营业收入474.2亿元，同比增长25%；扣非归母净利润11.2亿元，同比增长25.1%，盈利水平进一步 提升。 核心子公司新华三上半年实现营业收入364亿元，同比增长37.7%，增速创五年以来新高。作为公司基 本盘的政企业务和作为第二增长曲线的海外业务表现尤其亮眼，分别取得53.6%和60.3%的超高速增 长，彰显公司发展的强劲爆发力。 优异业绩的取得，得益于公司对AI历史机遇的洞见和把握，通过坚定的战略投入和持续的技术创新， 实现公司实力与时代红利的共振爆发。 ·发布LinSeer Hub灵犀使能平台：适配超过20款GPU和60多个大模型，并通过多维算子优化技术提升 20%训推效率，结合高效的数据工程能力与丰富的可编排组件，支持用户分钟级AI应用构建，显著降低 企业AI应用门槛。 ·持续迭代LinSeer Cube大模型一体机：继一季度率先推出以来，公司持续推进产品升级，适配最新模型 版本，已服务超过200家政企客户。 ·全新推出LinSeer ICT智能体：基于海量ICT知识训练，实现设备巡检效率 ...

Core Insights - The restructuring of New Unisplendour Group from 2022 to 2025 coincides with a global surge in intelligence and the acceleration of digital China, positioning Xinhua San Group as a leader in digital and AI solutions [1][2] - The strategic transformation of New Unisplendour Group is characterized by a comprehensive internal and external renewal, enhancing its role in driving technological innovation and industrial upgrades across the sector [2][4] Group 1: Strategic Transformation - New Unisplendour Group's strategic restructuring aligns perfectly with the explosive growth of China's AI industry, providing a platform for Xinhua San to seize opportunities in the evolving market [2][3] - In 2024, Xinhua San achieved significant recognition, winning national science and technology awards, highlighting its advancements in AI technology [2][3] Group 2: Technological Advancements - Xinhua San has deepened its "AI in ALL" strategy, launching new generation products that enhance its competitive edge in the intelligent computing infrastructure sector [3][4] - The introduction of the DDC architecture and the S12500AI series core switches has improved bandwidth utilization by 107%, supporting high-performance AI computing [3] Group 3: Ecosystem Collaboration - The strategic positioning of Xinhua San as a core entity within New Unisplendour Group has led to enhanced resource acquisition and technological investment [4][5] - Xinhua San's collaboration with other subsidiaries has fostered a thriving industrial ecosystem, leveraging AI capabilities to create smarter products and solutions [4][6] Group 4: Innovative Models - The "Turing Town" model has been successfully implemented in multiple cities, creating a comprehensive platform for computing power services that meets diverse industry needs [5][6] - This model has been recognized as a typical application case by the Ministry of Industry and Information Technology, showcasing its effectiveness in advancing computing capabilities [6] Group 5: Global Impact - Xinhua San's initiatives are contributing to a broader intelligent revolution in China, with significant participation from high-tech enterprises and AI companies [7][8] - The company's global outreach includes partnerships with over 2,900 overseas collaborators, delivering Chinese technological solutions to 181 countries [7][8]