Group 1: Investor Relations Activity Overview - The company guarantees the authenticity, accuracy, and completeness of the announcement content, assuming legal responsibility for any misrepresentation or omissions [2] - The investor relations activity was a targeted research event held on November 21, 2024, in the company meeting room, attended by Shenyuan Hongyuan Securities and Xiantong Investment [2] Group 2: Customer Base and Revenue Growth - The company's core business includes intelligent computing and supercomputing services, with product lines such as general cloud, industry cloud, and AI cloud, serving over 300 research institutions and 400 universities [4] - Research funding in China exceeded 3.3 trillion yuan in 2023, with approximately 20% allocated to higher education and research institutions, translating to 600-700 billion yuan [5] - Revenue growth for educational and research users is stable at 10%-15% annually, while enterprise user growth depends on market conditions and innovation demands [5] Group 3: Profitability Outlook - The company did not achieve profitability in 2023 due to high marketing expenses and upfront costs, but revenue is expected to increase as operational efficiency improves [6] - For the first nine months of 2024, the company reported a revenue of 434 million yuan, a year-on-year increase of 30.35%, with computing service revenue growing by 53% [6] - The net profit attributable to shareholders was 3.0158 million yuan, reflecting a year-on-year increase of 105.80%, indicating a positive outlook for profitability [7]
并行科技(839493) - 投资者关系活动记录表