Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. was established in 2011 and listed on the Shenzhen Stock Exchange in August 2022 with stock code 001339 [3] - The company is a leading provider of integrated software and hardware products and solutions in the "cloud-network-edge" scenario [3] - Its products and solutions are applied in various fields including smart education, smart office, new retail, smart finance, smart medical, industrial automation, robotics, edge computing, network security, and big data [3][4] AI Server Applications - The company’s AI server applications span multiple industries such as healthcare, security, retail, finance, and gaming [4] - Current AI server clients include both AI companies with proprietary algorithms and industry clients across various application scenarios [5] - The company plans to upgrade AI server products based on artificial intelligence and computing power demands, introducing more types of AI servers to meet diverse customer needs [5] Market Growth and Performance - The company anticipates significant growth in the AI server market, driven by the increasing demand for computing power, high-capacity storage, and high-speed interconnect chips [5] - Performance guidance indicates that net profit or revenue for 2023, 2024, and 2025 is expected to grow by no less than 25%, 50%, and 80% respectively compared to 2021 [5] - The company is focused on innovation and increasing R&D investment to enhance product and technology updates [5] Industry Trends and Challenges - The industrial automation market is expected to grow due to the ongoing optimization of industrial and energy structures, as well as the demand for smart factory construction [6] - Recent trends show a decrease in prices for electronic components and core chips, stabilizing supply chains and costs [6] - The company is experiencing a recovery in market demand, particularly in ICT infrastructure, driven by advancements from 5G to 6G technologies [6]
智微智能(001339) - 2023年3月27日投资者关系活动记录表