HJKJ(000818)2024-02-01 13:26Group 1: Strategic Cooperation Framework - The strategic cooperation framework agreement was signed on January 26, 2024, between Hangjin Technology, its subsidiary Chaoqing Smart, and Unisoc, focusing on NVIDIA's latest GPU product clusters and related technologies [1] - The cooperation aims to establish a comprehensive supply chain for the domestic AIGC industry, providing a stable technology supply chain based on NVIDIA's core products [2] - The collaboration emphasizes not only product supply but also technical support and services, enhancing overall network capabilities and computing efficiency [2] Group 2: Business Growth and Financial Projections - Chaoqing Smart's audited net profit for 2023 is expected to be no less than 27.6 million yuan, with a projected net profit of 57.1 million yuan for 2024 [4] - The revenue for Chaoqing Smart in 2023 saw several times growth compared to 2022, with expectations for even more rapid growth in 2024 [4] - The company’s computing power leasing business aims to provide comprehensive support to domestic model clients, significantly reducing development costs and improving efficiency [3] Group 3: Future Development and Market Positioning - The company plans to fully transition its strategy towards computing power services, marking the signing of the strategic cooperation framework as a significant step in its transformation [4] - The future business model will incorporate both NVIDIA's computing power and domestic alternatives, reflecting a shift towards a heterogeneous computing power pool [4] - The company is committed to fulfilling its disclosure obligations while enhancing its competitiveness and influence in the artificial intelligence sector [3]