No Data
No Data
Morgan Stanley has released the "China AI 60" list! In addition to Tencent and Alibaba, these companies are also on the list.
The competitiveness of AI in China has shifted from 'catching up in computing power' to 'defining applications.'
Research Reports Gold Digging | Guotai Junan Securities: Inspur Electronic Information Industry continues to show high growth in performance, maintaining a "Shareholding" rating.
On May 14, Gelonghui reported that HAITONG SEC's Research Reports indicate that Inspur Electronic Information Industry (000977.SZ) will continue to experience high growth in performance from 2024 to Q1 2025, with significant increases in overseas revenue. The company is dedicated to building full-stack AI capabilities and maintains its investment in research and development, with a high concentration of downstream customers. The performance continues to grow significantly, with a remarkable increase in overseas revenue. In terms of liquid cooling technology, Inspur Electronic Information Industry continues to implement the "All in Liquid Cooling" Global Strategy, with liquid cooling Servers ranking first in China for three consecutive years. The net operating cash flow in Q1 2025 is 5.803 billion yuan, up 265.48% year-on-year. This is due to the company's position in the Industry Chain.
Inspur Electronic Information Industry (000977): High performance growth, building full-stack AI capabilities.
Report Introduction: From 2024 to Q1 2025, the company's performance continues to grow significantly, with a substantial increase in overseas revenue, committed to building full-stack AI capabilities, maintaining investment in R&D expenses, and having a high concentration of downstream customers. Investment Highlights: Target Price 68.
Express News | Inspur Electronic Information Industry: has collaborated with over 20 domestic AI Chip manufacturers.
Express News | Inspur Electronic Information Industry: The fluctuations in gross margin are considered normal.
Shenzhen Honor Electronic (300870.SZ): has successively shipped to well-known domestic Server system manufacturers such as Inspur Electronic Information Industry, Foxconn, Huaqin, Lenovo, ZTE, and New H3C.
On May 9, Gelonghui reported that Shenzhen Honor Electronic (300870.SZ) stated in investor relations that the Datacenter power supply Business is a key focus of the company's long-term Global Strategy. After several years of research and development investment and business expansion, the company has become one of the major domestic manufacturers of Datacenter power supplies, with related products receiving high recognition from leading Server manufacturers and downstream end customers. The company has gradually delivered products to well-known domestic Server system manufacturers such as Inspur Electronic Information Industry, Foxconn, Huqian, Lenovo, ZTE, and H3C, and has also maintained close cooperation with leading Internet companies and other end customers in the country, enhancing its overall strength.