Group 1: Investor Relations Activity - The investor relations activity took place on December 25, 2024, at the company meeting room, attended by Kaiyuan Securities and hosted by Secretary of the Board, Mr. Shi Jianwei [1][2]. - The company ensures the authenticity, accuracy, and completeness of the announcement content, taking legal responsibility for any misrepresentation or omissions [3]. Group 2: AI Cloud Business and GPU Utilization - The company’s AI cloud business line has a customer unit price that is experiencing rapid growth, particularly in the automotive and generative AI sectors, with annual orders reaching tens of millions [12]. - The GPU resource utilization rate is currently between 80% and 90% [7]. - The company’s self-owned GPU computing resources are nearing saturation, with significant demand from various business lines [13]. Group 3: Market Trends and Challenges - The rapid growth of generative AI has accelerated the construction of intelligent computing centers, with over 100 projects initiated in the first half of the year, alleviating the "insufficient computing power" issue in the market [5]. - The current computing service market is characterized by a structural shortage of computing resources, with mismatches in supply and demand due to various factors such as resource selection and optimization capabilities [11]. - There is a growing diversification in computing demand, which raises the requirements for service providers in terms of resource scheduling and operational optimization [11].
并行科技(839493) - 投资者关系活动记录表