软通动力(301236) - 2024年5月7日至5月24日-投资者关系活动记录表
iSoftStoneiSoftStone(SZ:301236)2024-05-26 13:26

Group 1: Company Strategy and Development - The company aims to leverage the opportunities presented by industrial transformation, focusing on high-performance computing capabilities through a combination of CPU, GPU, and NPU technologies [1] - Future plans include deepening the layout of digital energy and intelligent computing services, creating a "service + software and hardware products + operations" model [3] - The company is committed to international expansion, with a focus on Southeast Asia and the Middle East, while maintaining stability in North America and Japan [4] Group 2: Product and Technology Innovations - The company has launched the Tianhe database, which is based on the openGauss kernel, supporting various processors and featuring high performance and automated operations [3] - The self-developed "Softcom Tianxuan 2.0 MaaS platform" provides a comprehensive service platform for AI model applications across multiple industries, including finance and agriculture [4] - The company is enhancing its hardware capabilities through the acquisition of Tongfang, aiming to integrate resources for better product offerings and solutions [2] Group 3: Market Position and Competitive Advantage - The company is focused on enhancing brand competitiveness by providing personalized services and ensuring data privacy and security for users [2] - It aims to maintain market leadership in computing hardware while innovating in smart electronic products to improve user experience [2] - The company has successfully implemented AI solutions in various sectors, including insurance and agriculture, demonstrating its capability in intelligent data analysis and model training [4]