Actively pay attention to AIGC business opportunities

AIGC drives the company’s order demand? Inspur Information stated that it is actively paying attention to relevant business opportunities.

On the evening of March 2, the server manufacturer Inspur Electronic Information Industry Co., Ltd. (Inspur Information, 000977.SZ) released a record of investor relations activities, showing that Inspur Information received an agency survey and said that the company’s main customer needs are stable and it is actively expanding the industry. Small and medium-sized customers and other enterprise-level customers continue to replenish the reservoir, and continue to consolidate and increase market share in key industries such as the Internet, finance and communications.

According to Inspur Information, the company is still actively communicating with downstream customers about the demand situation in 2023. At the same time, the company adheres to the strategy of going out, stably supplies orders from overseas customers, and continues to achieve breakthroughs in certain new customers. In the future, the company will continue to devote itself to the expansion of overseas markets. In addition, the company will continue to increase cost control efforts to further reduce costs and increase efficiency.

In terms of the company’s supply chain, Inspur Information stated that as an international provider of IT infrastructure products, solutions and services, the company adheres to the product diversification development strategy. Long-term and stable cooperative relationship.

Inspur Information also stated that the company’s customers in key industries have high requirements for delivery agility. For this reason, the company has formed a relatively mature prediction system in terms of changes in market supply and demand and material price trends, and has maintained good strategic partnerships with major suppliers. It has outstanding capabilities and advantages in agile delivery and stocking.

Previously, Inspur Information responded to investor questions on the interactive platform of the Shenzhen Stock Exchange on February 14, stating that the company’s AIGC (Artificial Intelligence Generated Content) track has improved from the underlying computing capabilities, middle-level large-scale model algorithm capabilities, and upper-level industry applications. With layout and continuous R&D investment, AIGC will continue to release supporting products in the future.

At that time, Inspur Information also introduced that the source 1.0 large model released by the company in 2021 is a super-large-scale pre-trained natural language model for Chinese. The model structure is similar to GPT-3. Compared with GPT-3, the number of parameters has increased by 40%. Increased by 10 times, reaching 245.7 billion parameters, training using 5TB of high-quality Chinese data.

As for AIGC’s expectation of the company’s demand for orders, Inspur Information said that the company is actively paying attention to related business opportunities, but there are uncertainties from business opportunities to order landing, and it takes a certain period of time, and the overall needs to be extended. In terms of dimensions, the company will continue to pay attention.

According to the third quarter report of 2022, Inspur Information’s operating income in the first three quarters of 2022 was 52.767 billion yuan, a year-on-year increase of 14.1%; the net profit attributable to shareholders of listed companies was 1.546 billion yuan, a year-on-year increase of 14.47%.

According to the official website, Inspur Group is a leading cloud computing and big data service provider in China, and owns three listed companies: Inspur Information, Inspur Software, and Inspur International. The main business involves cloud computing, big data, industrial Internet, new generation communication and several application scenarios. It has provided IT products and services to more than 120 countries and regions around the world.

As of the close on March 2, Inspur Information reported 43.15 yuan per share, up 0.63%.