The foundation of AI applications is the strong support of computing resources, mainly including servers, chips, IDCs and other representative companies related to computing power.
This article is the "Growth Capability" part of the enterprise value series, and a total of 54 AI computing power companies are selected as research samples, and the compound growth of revenue after deduction of non-net profit, and compound growth of operating net cash flow are used as evaluation indicators.
The data is based on history, does not represent future trends, is for static analysis only and does not constitute investment advice.
Top 10 AI Computing Power Growth Companies:
The 10th Sugon
Growth capacity: The compound growth rate of revenue was 13.15%, the compound growth of non-net profit was 47.93%, and the compound growth of operating net cash flow was negative
Main products: IT equipment is the main source of revenue, accounting for 89.04% of revenue, gross profit margin of 21.88%
Company Highlights: Sugon's main business is the R&D and manufacturing of high-end computer, storage, security, and data center products, while vigorously developing digital infrastructure construction, intelligent computing and other businesses.
9th Baoxin Software
Growth capacity: revenue compound growth of 13.40%, non-net profit compound growth of 30.16%, operating net cash flow compound growth of 28.22%
Main products: software development and engineering services are the main source of revenue, accounting for 72.18% of revenue, and gross profit margin of 32.16%
Company Highlights: Baoxin Software is mainly engaged in information business, automation business, robot business, intelligent transportation business, and a new generation of information infrastructure (computing power, intelligent services).
8th Runze Technology
Growth: Compound growth of revenue, compound growth of non-net profit, compound growth of operating net cash flow
Main products: IDC business is the main source of revenue, accounting for 72.44% of revenue and gross profit margin of 54.46%
Company Highlights: Runze Technology's main business is IDC business and AIDC business, and the company's main products are data center business services.
7th Invic
Growth: Revenue compound growth of 31.01%, non-net profit compound growth of 27.85%, operating net cash flow compound growth of 344.90%
Main products: computer room temperature control and energy-saving products are the main source of revenue, accounting for 46.48% of revenue and gross profit margin of 31.53%
Company Highlights: Invic's main business is to provide precision temperature control and energy-saving solutions and products, the main products include computer room temperature control and energy-saving products, cabinet temperature control and energy-saving products, passenger car air conditioners, rail transit train air conditioners and services, etc.
6th Haiguang Information
Growth capacity: The compound growth rate of revenue was 123.93%, the compound growth of non-net profit was negative, and the compound growth of operating net cash flow was negative
Main products: high-end processors are the main source of revenue, accounting for 100.00% of revenue, and gross profit margin of 59.67%
Company highlights: The performance of the first-generation, second-generation CPU and first-generation DCU products developed by Haiguang Information has reached the level of mainstream high-end processors of the same type in the world.
5th Alpha Data
Growth capacity: revenue compound growth of 14.21%, non-net profit compound growth of -4.29%, operating net cash flow compound growth of 30.23%
Main products: IDC services are the main source of revenue, accounting for 83.68% of revenue, and gross profit margin of 27.57%
Company Highlights: Alpha Data's main business is to provide customers with Internet data center (IDC) business and its value-added services.
4th Runhe Software
Growth capacity: revenue compound growth of 9.53%, net of non-net profit compound growth of negative, operating net cash flow compound growth of -27.47%
Main products: Fintech business is the main source of revenue, accounting for 54.92% of revenue, and gross profit margin of 24.01%
Company Highlights: Runhe Software business focuses on professional fields such as "financial technology", "intelligent terminal informatization" and "smart energy informatization".
3rd New Yisheng
Growth: Revenue compound growth of 28.73%, non-net profit compound growth of 30.69%, operating net cash flow compound growth of 132.30%
Main products: point-to-point optical modules are the main source of revenue, accounting for 97.86% of revenue, and gross profit margin of 31.03%
Company Highlights: Xinyisheng is mainly engaged in the R&D, design, testing and sales of high-performance optical modules, and the main products are point-to-point optical modules and PON optical modules.
2nd Tianfu Communications
Growth capacity: revenue compound growth of 17.05%, non-net profit compound growth of 18.26%, operating net cash flow compound growth of 39.04%
Main products: optical passive devices are the main source of revenue, accounting for 61.04% of revenue, and gross profit margin of 60.25%
Company Highlights: Tianfu Communication is mainly engaged in the research and development, production and sales of optical devices, and its main products include optical passive devices and optical active devices.
No. 1 Zhongji InnoLight
Growth: Revenue compound growth of 16.95%, non-net profit compound growth of 16.50%, operating net cash flow compound growth of 955.07%
Main products: high-speed optical communication module is the main source of revenue, accounting for 91.42% of revenue, gross profit margin of 35.06%
Company Highlights: The main business of Zhongji InnoLight is high-end optical communication transceiver modules and optical devices, and the main products are medium and low-speed optical communication modules, high-speed optical communication modules, and optical components.
In the past three years, the top 10 companies in AI computing power growth capacity have grown in revenue, non-net profit, and operating net cash flow.
