海光信息(688041) - 海光信息投资者关系活动记录表8.20

Financial Performance - In the first half of 2024, the company achieved operating revenue of 376,291.26 million yuan, a year-on-year increase of 44.08% [3] - The net profit attributable to the parent company was 85,339.59 million yuan, up 25.97% compared to the same period last year [3] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 81,763.04 million yuan, reflecting a growth of 32.09% year-on-year [3] Product Development and Market Position - The company’s high-end processors have established a strong reputation in the domestic market, enhancing market competitiveness and brand influence [3] - The company has made significant progress in its deep computing series products and has developed a complete software stack for DCU products, supporting major deep learning frameworks [4][5] Research and Development - The capitalization rate for R&D has decreased by 12.56 percentage points due to increased expenses in key technology development and new product design [4] - The company has collaborated with over 4,000 enterprises and industry users to achieve more than 8,000 collaborative technology developments [5] ESG and Sustainability Efforts - The company has implemented intelligent frequency adjustment technology in its high-end processors to improve energy efficiency and reduce power consumption [6] - The company has established an ESG governance structure and has received notable ratings in various ESG assessment systems [6] Share Buyback and Market Management - As of July 18, 2024, the company completed a share buyback of 4,205,191 shares, with a total expenditure of 302,342,633.39 yuan [7] - The company has released action plans focusing on operational quality, shareholder returns, and corporate governance to enhance investment value [7] Future Outlook - With the rapid growth of AI technology, the company aims to enhance heterogeneous computing capabilities to meet the increasing demand for AI model training and inference [8]