5月21日下午，协创数据（300857）参加集体业绩说明会活动，向市场展示公司经营业绩、发展战略及 创新成果，积极回应投资者最新关切。作为数字经济领域勇挑重担、引领突破的标杆企业，协创数据已 经连续两年在深交所交易大厅召开集体业绩说明会。此次业绩说明会以"智脑赋能.逐梦新蓝海"，旨在 推动人工智能与实体经济深度融合，培育壮大智能产业，加快发展新质生产力，为经济高质量发展提供 新动能。 2024年，协创数据实现营业收入74.1亿元，同比增长59.08%；扣非归母净利润录得6.71亿元，同比增长 144.33%；截至2024年12月31日，公司净资产收益率录得24.31%，同比增长33.94%；现金分红7185.98万 元。 协创数据董事会秘书甘杏在开场致辞中表示，目前，协创数据已构建了"智能终端+算力基建+云端服 务"三位一体的产业模式，智慧存储、智能物联、云服务、算力服务器、算力回收等多条业务线齐头并 进。2025年，协创数据发布FCloud智能体训推创新平台产品，为客户提供一站式的算力训练、推理服 务。值得关注的是，FCloud旗下的Omnibot全栈式具身智能机器人开发平台也于近期正式上线，能够为 机器人 ...

Core Viewpoint - The company, Xiechuang Data, is actively expanding its capabilities in computing power and robotics, reporting significant revenue growth and strategic partnerships in these areas [1][2][3] Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 2.077 billion yuan, representing an 18.11% year-on-year increase [1] - The net profit attributable to shareholders for Q1 2025 was 169 million yuan, showing a 4.29% year-on-year growth [1] - Total assets increased by 36.85% compared to the beginning of the year [1] Group 2: Business Development - The company has signed contracts with multiple leading enterprises in its computing power business, focusing on high-end computing and cloud services [3] - The company is enhancing its cloud computing, smart store, e-commerce SaaS, and server remanufacturing investments, with significant revenue growth in intelligent computing and cloud services [3] - The company launched the FCloud intelligent training platform on January 24, 2025, aimed at various sectors including robotics, biopharmaceuticals, and finance [3] Group 3: Strategic Initiatives - The company is committed to building a comprehensive intelligent computing ecosystem and aims to become a global leader in cloud services [2] - The company’s subsidiary, Aojia Software, obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing leasing and cloud services [2] - The company is actively developing a full-stack embodied intelligent robot development platform, which has recently gone live [1][3]

Group 1: Business Performance and Financials - In Q1 2025, the company achieved revenue of 2,077.32 million yuan, a year-on-year increase of 18.11% [7] - The net profit attributable to shareholders in Q1 2025 was 169.21 million yuan, up 4.29% year-on-year [7] - Total assets as of March 31, 2025, reached 9,996.56 million yuan, reflecting a growth of 36.85% since the beginning of the year [7] Group 2: Strategic Initiatives and Market Position - The company plans to enhance its position in the AI and AGI sectors by increasing its investment in computing power services and cloud services [2] - The company has established a comprehensive platform for service robots, including advanced manufacturing capabilities such as robotic dogs and humanoid robots [2][4] - The company has obtained NVIDIA CLOUD PARTNER certification, indicating its capability in AI computing rental and cloud services [3] Group 3: Research and Development - R&D expenses have increased by 53.84%, with an expected revenue generation timeline of approximately 18 months from the start of investment [2] - The company is focusing on innovation and talent development, with increased investments in R&D and employee compensation [7] Group 4: Market Demand and Competition - The company is actively engaged in the computing power rental market, with a stable pricing strategy aimed at high-quality clients [8] - The expected return on investment for computing power rental services is reported to be between 28% and 35% [8] Group 5: Product Development and Future Outlook - The FCloud intelligent training platform was launched on January 24, 2025, and is expected to generate revenue in the future [9] - The company’s IoT smart terminal products achieved revenue of 2.259 billion yuan in 2024, marking a 60.82% year-on-year growth [9]