云天励飞(688343) - 云天励飞投资者关系活动记录表（2024年6月18日）

Group 1: Company Overview and Financial Performance - The company achieved a revenue of 98.4485 million RMB in Q1 2024, representing a 78% year-on-year growth, primarily driven by AI operations and digital city initiatives [2][3] - The company has transitioned from solution provision to operations and standardized hardware since 2023, restructuring its business segments into "Industry Solutions," "AI Operations," and "AI Hardware Products" [3][4] Group 2: Technological Advancements and Market Position - The rapid evolution of AI technology has led to a significant increase in computing power demand, with inference applications gradually migrating to edge and terminal devices [3][4] - The company has established a large-scale heterogeneous high-performance computing cluster to support various large model applications [3][4] Group 3: Strategic Partnerships and Future Plans - The company announced a framework cooperation agreement worth 1.6 billion RMB, providing heterogeneous training and inference AI computing services, including 4000P of computing power [4][5] - The company plans to sign formal contracts within 10 working days of the project contract notification and will begin related software platform development and server procurement [5]