ZTE(000063) 和讯网·2025-03-31 01:44Core Viewpoint - In 2024, ZTE Corporation experienced a slight decline in revenue and net profit due to reduced investments from domestic operators, but the company is confident in returning to growth in 2025 by leveraging opportunities in AI development [1] Revenue and Profit Trends - In 2024, ZTE's revenue and net profit saw a year-on-year decline, influenced by the overall decrease in investments from domestic operators [1] - The company aims to reverse this trend in 2025 by implementing various operational measures and increasing investment in AI-related research and development [1] AI Development Opportunities - ZTE is focusing on three main areas related to AI and plans to deepen its investment to build an open and collaborative AI ecosystem [1] - The company has launched a full range of products in the AI sector, including the recent introduction of the DeepSeek version of its AI training and推一体机 [1] Growth in Computing Products - ZTE anticipates significant growth in its computing infrastructure products in 2025, capitalizing on the rapid development of AI [1] - The sales of related products have seen a notable increase, particularly in the first quarter of this year [1] Second Curve Business Growth - In 2024, while traditional operator network business revenue declined, ZTE's enterprise and consumer business revenues grew [1] - The company has proposed multiple strategic initiatives to address the reduction in capital expenditures from domestic operators [1] - ZTE expects significant growth in its server and storage sectors, with a focus on key technology deployments in the 5G-A field and wired access market [1] Leadership Changes - During the recent annual shareholders' meeting, Li Zixue stepped down as chairman of ZTE due to age reasons [1]