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Hygon Information's financial surge is directly attributed to surging demand for domestic AI chips, specifically its CPU and DCU architectures used in training and inference workloads. This performance validates the market shift toward localized semiconductor solutions as a critical component of China's broader artificial intelligence infrastructure strategy. The company's growth trajectory highlights the expanding role of specialized hardware suppliers in supporting large-scale model deployment without relying on foreign technology stacks.
Hygon Information: Net Profit for First Three Quarters Expected to Reach 2.71-2.98 Billion Yuan, Up 38.16%-51.93% Year-on-Year
36Kr reports that Hygon Information announced its forecasted revenue for the first three quarters is between 14.28 billion and 15.58 billion yuan, representing a year-on-year increase of 50.47%-64.17%. Net profit attributable to the parent company is expected to be between 2.71 billion and 2.98 billion yuan, up 38.16%-51.93% year-on-year; net profit after deducting non-recurring gains and losses is forecasted at 2.45-2.71 billion yuan, up 34.86%-49.17%. After adjusting for share-based payment impacts, net profit is expected to range from 3.45 billion to 3.72 billion yuan (up 70.19%-83.51% year-on-year), while net profit after deducting non-recurring gains and losses stands at 3.2-3.45 billion yuan (up 70.00%-83.28%). The performance growth is primarily driven by the rapid development of the artificial intelligence industry, a shift from policy-driven to market-driven localization efforts, surging domestic demand for high-end chips, and the company's continued optimization of its 'CPU+DCU' business layout.
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