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Haiguang Information (688041.SH): The performance of Shen's Calculation No. 2 has improved by over 100% compared to Shen's Calculation No. 1.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) stated on the interactive platform that ShenSuan No. 2 has achieved commercial applications in areas such as Big Data processing, AI, and business computing, with full precision floating-point data and various common integer data computing capabilities, and its performance is more than 100% better compared to ShenSuan No. 1.
Haiguang Information (688041.SH): Deep Calculation No. 2 has already achieved sales in the domestic market.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) stated on the interactive platform that the Shenxuan No. 2 has already achieved sales in the domestic market, and the progress of the Shenxuan No. 3 product is going smoothly!
Haiguang Information (688041.SH): The technical team successfully completed the adaptation of DeepSeek V3 and R1 models with Haiguang DCU.
On March 24, Gelonghui reported that Haiguang Information (688041.SH) mentioned on the interactive platform that the rise of DeepSeek is significant for the development of the domestic AI field. The company continues to pay attention to the development of related technologies within the Industry and actively explores their impact on the company's Business development. Currently, the Haiguang Information technology team has successfully completed the adaptation of DeepSeek V3 and R1 models with the Haiguang DCU (Deep Computing Unit) and has officially launched them.
Research Reports Mining丨SWHY: Haiguang Information's performance high growth meets expectations, maintaining a “Buy” rating.
SWHY research pointed out that Haiguang Information (688041.SH) achieved a net profit attributable to shareholders of 1.931 billion yuan in 2024, up 52.87% year-on-year, and the performance is consistent with previous forecasts, meeting market expectations. Strong demand is expected for CPUs in the Communications, Finance, and other Industries. According to the company's annual report, Haiguang's CPU products have very wide generality and industry ecology among domestic processors, being widely applied in telecommunications, finance, and Internet Industries. Considering the accelerated shipment of the company's CPU products in financial and other emerging markets, as well as the significant increase in DCU demand brought by large models, the revenue forecast for 2025-2026 has been raised.
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