Anysoft Information(300571)2025-02-18 08:48Group 1: Company Overview and Business Model - The company has successfully transformed its business in the computing power sector, with cumulative orders exceeding 1 billion RMB [3] - The company is expanding its customer base from telecom operators to cloud service providers like Kingsoft Cloud and Alibaba Cloud [3] - A rolling investment mechanism will be established to ensure a stepwise growth in computing power scale [3] Group 2: AI Collaboration and Development - The company is actively pursuing deep cooperation with domestic AI enterprises, including a partnership with Beijing Zhiyu Huazhang Technology Co., Ltd. [4] - The deployment of the DeepSeek large model on local servers aims to enhance intelligent manufacturing through real-time data analysis and optimization [4] - Future explorations will focus on vertical applications in the AI industry and TOC-type AI applications [4] Group 3: Order Growth and Market Expansion - As of now, the cumulative order amount for computing power services has surpassed 1 billion RMB [5] - A service agreement worth 116 million RMB was signed with Kingsoft Cloud in January 2025 [5] - The company plans to actively expand its customer types to enhance market competitiveness in the computing power sector [5] Group 4: Acquisition and Future Prospects - The company acquired 60% of Tianxing Electronics in October 2023, gaining server R&D and production capabilities [6] - The company won a bid for a centralized procurement project from China Telecom for general-purpose servers, with a contract value of approximately 63.79 million RMB [6]