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紫光股份:公司将持续加强软硬件协同的AI全栈能力,赋能行业客户实现数字化和智能化转型
Zheng Quan Ri Bao· 2025-12-19 08:20
(文章来源:证券日报) 证券日报网讯 12月18日,紫光股份在互动平台回答投资者提问时表示,公司以"AIinALL"全面提升产品 和解决方案的NAI(智原生)能力,并打造包括全域智能的底层数字基础设施、中层云与智能平台、上 层AI"训—推—用"使能平台在内的一体化AI赋能平台;以"1+N"大模型策略加速"AIforALL",深耕行业 场景。上述智能平台已适配超过20款GPU和60多个大模型,通过优化计算单元,提升训练与推理效率, 降低企业应用AI的门槛。同时,基于海量ICT知识训练,公司推出了LinSeerICT智能体,有效提升设备 巡检和运维的智能化水平。公司还面向医疗、轨道交通、教育等行业发布了灵犀医学脑血管病专病大模 型、城轨大模型、教育智能体等一系列垂直行业AI解决方案,相关方案已在多个场景中落地应用。此 外,公司通过"图灵小镇"模式提供一站式算力服务,实现了智算中心从"建设、生态、运营、赋 能"到"销售、服务"的商业闭环。公司将持续加强软硬件协同的AI全栈能力,赋能行业客户实现数字化 和智能化转型。 ...
紫光股份25H1营收、扣非净利双双增逾两成 AI赛道跑出加速度
Quan Jing Wang· 2025-08-29 10:39
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual report, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, up 25.1% [1] Group 1: Financial Performance - The company achieved a revenue of 47.42 billion yuan, marking a 25% increase year-on-year [1] - The net profit attributable to shareholders, excluding non-recurring items, reached 1.12 billion yuan, reflecting a growth of 25.1% [1] - Core subsidiary, New H3C, reported a revenue of 36.4 billion yuan, with a remarkable growth rate of 37.7%, the highest in five years [1] Group 2: AI Strategy and Innovations - The company is implementing the "AI in ALL" strategy, enhancing its AI solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - Introduction of the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous setups [1] - Launch of high-density liquid cooling cabinet solutions to support 64 high-performance AI accelerator cards, significantly increasing computing density [2] Group 3: Product Development and Solutions - Continuous iteration of the LinSeer Cube AI integrated machine, now serving over 200 government and enterprise clients [3] - Introduction of the LinSeer ICT intelligent system, enhancing equipment inspection efficiency by 70% and fault diagnosis accuracy to over 90% [3] - Development of a comprehensive "computing-power-model-data" security solution, achieving a threat identification rate of 99% [3] Group 4: Market Expansion and International Cooperation - The company has successfully implemented AI solutions in various government and enterprise scenarios, receiving high market recognition [4] - Strategic partnerships with leading ISVs in countries like Germany and Kazakhstan to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aimed at international markets, focusing on AI connectivity solutions for SMEs [6] Group 5: Future Outlook - The company anticipates that its AI and intelligent computing businesses will become core growth engines in the market [6] - Unisplendour aims to leverage its strong technological foundation and market expansion capabilities to enhance customer success and capture more market share [6]
紫光股份发布2025年半年报:营收及扣非归母净利增长均超20% 跑出AI赛道加速度
Core Viewpoint - Unisplendour Co., Ltd. (紫光股份) reported significant growth in its 2025 semi-annual results, driven by its strategic focus on AI and technological innovation, with a revenue of 47.42 billion yuan, a 25% year-on-year increase, and a net profit of 1.12 billion yuan, also up by 25.1% [1] Group 1: Financial Performance - The company's core subsidiary, H3C, achieved a revenue of 36.4 billion yuan, marking a 37.7% year-on-year growth, the highest in five years [1] - The government and enterprise business segments experienced exceptional growth rates of 53.6% and 60.3% respectively, showcasing the company's robust development potential [1] Group 2: AI Strategy and Innovations - The company is deepening its "AI in ALL" strategy, enhancing its "computing power × connectivity" effect, and upgrading its Lingxi intelligent computing solutions to meet customer demands in model training efficiency and large-scale computing deployment [1][2] - New product launches include the UniPoD S80000 super node, which improves training efficiency by 25% and inference efficiency by 63% compared to previous models [1][2] - The introduction of high-density liquid cooling solutions and a new generation of lossless network solutions has significantly increased computing power deployment density and overall performance [2] Group 3: AI Solutions and Applications - The company has successfully implemented AI solutions across various government and enterprise scenarios, receiving high market recognition [4] - New AI applications include the City Rail Intelligent Body and Education Intelligent Body, enhancing operational efficiency and educational experiences [4][5] - The Lingxi Hub platform is being utilized to match optimal industry models, improving efficiency in sectors such as public service, healthcare, and smart manufacturing [5] Group 4: International Expansion and Collaborations - The company has seen continued high growth in its overseas business, achieving significant milestones in markets like Japan, Saudi Arabia, and the Philippines [6] - Strategic partnerships with leading ISVs in countries such as Germany and Kazakhstan are being established to create customized industry solutions [6] - The launch of the new sub-brand "H3C Aolynk" aims to meet the needs of international SMEs and industry-specific clients [6]