Group 1: AIGC Strategy and Product Development - In 2023, the company launched the "AIGC Open Strategy" and introduced several products, including the "LinSeer" model and AI assistant, establishing a comprehensive solution from data governance to application deployment [2] - The "LinSeer" private domain model received multiple industry certifications and was rated 4+ in a large-scale pre-training model compliance verification [2] - The company aims to leverage the "LinSeer" model to provide tailored solutions across various industries, enhancing its AIGC application capabilities [2][3] Group 2: Financial Performance and Market Position - In 2024, the company anticipates growth driven by the digital economy and AIGC trends, with a focus on enhancing operational efficiency and cost reduction [3] - The company holds significant market shares in various sectors: 32.9% in Ethernet switches, 30.9% in enterprise routers, and 51.7% in blade servers, maintaining a strong competitive position [5] - The net profit for the first quarter of 2024 increased by 8.27%, with a 14% year-on-year growth in revenue from the subsidiary, New H3C [6] Group 3: International Expansion and Strategic Initiatives - The company plans to deepen its market coverage in developed countries and actively participate in the "Belt and Road" initiative to replicate domestic success stories [3] - The company is focused on enhancing its overseas business, aiming to establish it as a "second growth curve" for revenue [3][4] Group 4: Research and Development Investments - In 2023, the company invested heavily in R&D across various fields, achieving significant breakthroughs in AIGC and other technologies [5] - Key R&D projects include the AIGC private domain model and the development of next-generation GPU servers, enhancing the company's competitive edge in smart computing [5][6] Group 5: Shareholder Engagement and Corporate Governance - The company is committed to improving corporate governance and enhancing investor confidence through measures such as equity incentives and improved information disclosure [6] - As of May 10, 2024, the total number of shareholders was 245,792 [8]
紫光股份(000938) - 2024年5月16日投资者关系活动记录表