Telecommunication server hundred billion centralized procurement launched! Lenovo, ZTE, Inspur Electronic Information Industry and others shortlisted.

①In the centralized procurement project of china telecom's servers (2024-2025), Lenovo won a total of over 1.2 billion l orders. ②According to the list of winning candidates, the highest bidding quote (including tax) for each package reached approximately 17.7 billion yuan, with ZTE, sichuan Huakun Zhenyu, Kunlun Technology, Super Fusion, and inspur electronic information industry winning the bids.

cls.cnOct 25 23:56

Net profit reached a maximum of 4.75 billion yuan, and the performance forecast for the top three semiconductor equipment leaders with 200 billion in the first three quarters was released. | Highlights of the post-market announcement.

Inspur Electronic Information Industry: It is expected that the net income for the first three quarters will increase by 61.34%-74.24% year-on-year.

cls.cnOct 14 20:12

Large-scale all-in-one machines are becoming a trend! The importance of model fine-tuning is highlighted. Inspur Electronic Information Industry's latest entry into the industry.

①All-in-one machines have become a popular trend in the commercial exploration of large models, with large model manufacturers, ICT service providers, and ISV service providers all making layouts. ②At present, in the publicly tendered AI projects, hardware and services account for over 90% of the total amount, and Inspur Electronic Information Industry's all-in-one machine integrates hardware with solutions tailored for large models. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.

cls.cnSep 30 11:12

Onsite Investigation | Orders accelerating delivery, equipment updates bring bullish news, visiting Inspur Electronic Information Industry's Super Smart Warehouse.

Traditional warehouses require workers to receive orders, search for orders, and then wait for forklifts to pick, confirm, and gather materials before entering the transportation link. The whole process takes about 5-6 hours. According to Inspur Electronic Information Industry's half-year performance forecast, server sales have increased significantly. I believe this is highly related to the investment in intelligent manufacturing and the rapid response of the supply chain. Equipment updates are bullish for Inspur Electronic Information Industry.

cls.cnJul 16 16:08

H1 revenue is expected to increase by more than 60% year-on-year. Inspur Electronic Information Industry said that server demand is gradually improving.|Quick Announcements

Benefiting from the gradual improvement in server demand, Inspur Electronic Information Industry expects its H1 net income attributable to shareholders to increase by up to 107.48% year-on-year, with revenue expected to increase by more than 60% year-on-year. According to reporters' calculations, the net profit change Q2 compared to the previous quarter is -20.26% to 12.42%; The demand for AI computing power continues to increase for large models, and the domestic intelligent computing ecosystem is further improved. Jibang Consulting estimates that the overall server shipments in the Q3 market will increase by 4%-5% compared to the previous quarter.

cls.cnJul 10 20:39

[Looking at the data] Information on the wave of institutions selling many low-altitude economic concept stocks, multiple sources of capital, and large fund-raising

① Low-altitude economy concept stocks Aerospace Hongtu, Wanfeng Owei, and Rice Information have all been sold by institutions. ② Inspur Information was purchased by institutions for 112 million yuan. Together, the two companies bought more than 250 million first-tier tourist seats, and one quantitative seat purchased 115 million yuan. ③ The number of long positions added to IF and IM contracts is significantly greater than the number of short positions.

cls.cnMar 28 18:13