智微智能(001339) - 2024年8月6日投资者关系活动记录表

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of smart internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized, refined, distinctive, and innovative" small giant enterprise [2]. - The company aims to build a digital foundation and co-create an intelligent future, focusing on providing robust hardware support for industrial digital transformation [2]. Business Segments - The company operates in three main business segments: - Industry terminals (e.g., PCs, OPS, cloud terminals) - ICT infrastructure (e.g., servers, network security devices, switches) - Industrial IoT (IIoT) (e.g., industrial motherboards, industrial computers, industrial displays) [3]. Market Applications - Products and solutions are widely applied in various sectors, including smart education, smart office, smart healthcare, smart transportation, smart logistics, industrial automation, robotics, edge computing, network security, and data centers [3]. International Business Development - In the first half of 2024, overseas business revenue reached 148 million, accounting for 8.74% of total revenue, marking a 33.43% increase compared to the same period last year [3]. - The company actively participated in several international exhibitions to showcase its latest technologies and products, aiming to expand its customer base [3]. PC Business Performance - The PC segment accounted for approximately 40% of total revenue in the first half of 2024, with ongoing efforts to develop new customers and product categories, including laptops and tablets [3]. - The company anticipates continued growth in the PC business driven by inventory reduction and the influence of AI and HarmonyOS [3]. Cloud Computing Services - The subsidiary Tengyun Zhican focuses on providing AIGC (Artificial Intelligence Generated Content) high-performance infrastructure solutions, covering the entire lifecycle of computing power services [4]. - The main clients for Tengyun Zhican include internet companies and telecom operators, emphasizing the differentiation between its offerings and the parent company's standard server products [4].