FII(601138)2024-05-27 09:07AI Business and Strategy - AI-related business reached nearly 60 billion yuan in 2023, accounting for 30% of total cloud computing revenue, up from 20% in 2022 [1] - AI is expected to contribute 40% of total cloud computing revenue in 2024, with AI servers holding a 40% global market share [1] - The company plans to continue developing the AI ecosystem, improving global production capacity, and increasing R&D investment to meet customer needs in new product development, rapid mass production, and global delivery [1] - The company focuses on upstream AI industry value chain businesses such as GPU modules, substrates, and backend AI server design and system integration, leveraging its full industrial chain intelligent manufacturing and R&D advantages [1] - The company is collaborating with customers to launch a new generation of generative servers, with visibility into new product orders [1][2] AI Industry Position and Advantages - The company has a complete AI industry chain design and production capability, being one of the few in the industry to provide full solutions [1] - Its intelligent manufacturing capabilities cover the entire process from front-end to back-end, making it one of the few global companies capable of providing end-to-end solutions [1] - The company has integrated the AI industry chain, including GPU modules, substrates, backend AI server design, and system integration, and is one of the few providers offering full supply chain services from modules to data centers [2] - The company's global production base locations allow it to better meet customer needs and increase customer stickiness, positioning it more dominantly in the AI industry chain [2] ESG and Sustainability - The company achieved a 51% year-on-year reduction in absolute carbon emissions in 2023, a 40% reduction from the baseline year, and reached carbon peak one year ahead of schedule in 2022 [2] - The company has built 12 national/provincial-level "green factories" and 12 subsidiaries have received UL2799 Zero Waste to Landfill Gold or higher certification, with 8 achieving the highest Platinum level [2] - The company has empowered the creation of 9 world-class "Lighthouse Factories" and over 30 "Smart Factories," and its "ESG IoT Digital Platform" has provided digital and green transformation services to over 1,500 enterprises [2] - The company has released its first "Industrial Internet SDGs Strategy White Paper," incorporating the United Nations Sustainable Development Goals (SDGs) into its strategy and outlining 16 action goals [2] Future Plans and Market Expansion - The company plans to leverage its full industrial chain intelligent manufacturing, R&D, and production capabilities to gain more market share and higher profits in the future [1][2] - The company has developed a series of liquid cooling solutions from components to systems, all of which can be independently developed and shipped [1][2] - The company's overall solution capabilities will be further demonstrated in the next-generation products developed in collaboration with customers [3] - The company is confident in gaining more market share and higher profits due to its competitive advantages in intelligent manufacturing, R&D, and production capabilities [3]