Group 1: Company Overview - The company operates as a third-party service provider in the computing power infrastructure sector, offering comprehensive services to data centers, cloud computing vendors, and smart computing centers [2] - The core business segments include computing equipment sales, integrated computing equipment sales, comprehensive infrastructure services, and cloud and digital solution services [2] Group 2: Financial Performance - In the first half of 2023, the company achieved a revenue of 89,954.88 million yuan, representing a year-on-year increase of 24.09% [2] - The net profit attributable to shareholders was 4,810.80 million yuan, up by 3.51% year-on-year, while the net profit after deducting non-recurring gains and losses was 4,805.67 million yuan, an increase of 6.32% [2] Group 3: Strategic Developments - The company signed a strategic cooperation agreement in August 2023 to establish a smart computing center in Qinyang, aiming to build no less than 1,000 GPU units by December 20, 2023 [3] - The first phase of the computing center in Qinyang will feature an intelligent computing system with no less than 2,000P computing power [3] Group 4: Funding and Investment - The company is utilizing its own funds for the construction of the computing center and has also secured a comprehensive credit line from financial institutions [4] - In March 2023, the company issued 261.00 million convertible bonds, raising a total of 26,100.00 million yuan for the development of a new integrated computing network [3] Group 5: Future Outlook - The company plans to expand its AI computing network across multiple cities and nodes, adapting to market changes and increasing investment in AI computing centers [4] - The focus remains on customer needs while enhancing system capabilities and diversifying services to embrace the era of computing power economy [4]
亚康股份(301085) - 2023年9月22日投资者关系活动记录表