ZTE(000063) 第一财经·2025-04-30 01:44Group 1 - The company has positioned the internet market as a strategic focus, aiming to expand cooperation with major firms like ByteDance, Alibaba, and Tencent [1] - In Q1, the company's orders for intelligent computing servers accounted for over 60%, with significant growth in the scale of cooperation [1] - As 5G investments mature, operators are shifting their capital expenditures towards computing power, with a projected increase in computing investments by major telecom operators [1] Group 2 - The company anticipates a 2.38% year-on-year decline in revenue for 2024, with a net profit of 8.425 billion yuan, down 9.66% [2] - The company is confident in returning to revenue growth, driven by changes in AI market focus from training to inference [2] - Organizational adjustments are being made to enhance responsiveness and efficiency in dealing with internet companies [2][3] Group 3 - The company is implementing a "big company, small team" approach, establishing dedicated teams for each client to improve decision-making speed and project efficiency [3] - In Q1, the company's revenue grew by 7.8%, with enterprise revenue doubling and surpassing 20% of total revenue for the first time [3] - The company aims to focus on breakthroughs in telecommunications, internet, finance, and power industries this year [3]