迈信林20241125

Key Points Industry/Company Involved - Company: Beijing United Photon Arithmetic Technology Co., Ltd. and Suzhou Si Di Chi Group - Industry: AI Artificial Intelligence, High-Tech Commercial Center,国产算力 (domestic computing power) Core Views and Arguments - Strategic Shareholders: The company has introduced two strategic shareholders, Bai Bin and Xu Yunhui, to drive the continuous and stable development of new business areas. [1] - Market Expansion: The company aims to establish a solid foundation for the development of domestic computing power and occupy a position in the comprehensive solution. [2] - Contract Achievements: The company has signed contracts worth approximately 3.6 billion yuan for computing power services and another 3.6 billion yuan for new contracts. [3] - New Business Goals: The company plans to expand its business in the field of domestic computing power, aiming to become a leader in the industry. [4] - Traditional Business Integration: The company aims to integrate its traditional military business with AI and domestic computing power, contributing to the development of military equipment. [5] - Import Substitution: The company aims to replace imported products with domestic computing power solutions due to export restrictions on high-tech products. [7] Other Important Content - Domestic Computing Power Demand: The company expects the demand for domestic computing power to reach a trillion yuan by 2025. [8]