Group 1: Company Overview and Performance - Guangmai Technology achieved a revenue of 267 million CNY in the first three quarters of 2024, representing a year-on-year growth of 19.10% [6] - The net profit attributable to shareholders reached 23.05 million CNY, with a year-on-year increase of 35.39% [6] - As of September 2024, the company had a total order amount of 993 million CNY, an increase of 47.88% compared to the end of the previous year [20] Group 2: Business Development and Market Position - The company has established core capabilities in computing power leasing services, hardware supply, and integrated solutions, targeting operators who occupy 60% of the domestic computing power market [3][24] - Guangmai Technology's high-speed computing service project for Guangzhou Unicom includes a total of 96 high-performance computing nodes, with a leasing period of three years [7] - The company has obtained multiple projects, including the GPU cluster computing system project from Hangzhou West Lake University and the InfiniBand high-speed network equipment project [11][24] Group 3: Technological Innovation and R&D - The company holds 31 authorized patents and has 29 patents pending, focusing on 5G infrastructure, ICT applications, and high-speed rail information technology [5] - Guangmai Technology has developed innovative technologies in the 5G new infrastructure sector, including energy-saving systems and interference mitigation systems [12] - The company is actively pursuing opportunities in artificial intelligence and computing power services, aligning with national policies and market demands [10][14] Group 4: Future Outlook and Strategic Plans - The company aims for stable growth by focusing on core businesses and enhancing R&D efforts, with plans for potential mergers and acquisitions to accelerate growth [10][14] - Guangmai Technology is preparing for rapid development by optimizing organizational structure and enhancing employee engagement [28] - The company is confident in achieving significant growth in the fourth quarter, supported by a strong order backlog and positive market conditions [20]
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