Runhe Software (300339) said in a survey a few days ago that the AI all-in-one machine launched by the company can achieve the efficient integration of computing power and application level, reflecting the core competitive advantage of the company's AI all-in-one machine. The product is currently in the promotion stage.
In 2023, the company's revenue will maintain steady growth, achieving operating income of 3.106 billion yuan, an increase of 4.42% over the same period of the previous year; The net profit attributable to the parent company was 164 million yuan, an increase of 55.24% over the same period last year.
In 2023, the company will focus on innovative business fields based on open source HarmonyOS, open source Euler, and AI hub platforms, adhere to independent innovation, empower the industry, prosper the ecology, promote industrial empowerment in finance, energy, industry, medical care, education and other fields, and vigorously promote commercial implementation.
In terms of AI business, the company released the "Runhe Software Artificial Intelligence (AI) Strategy White Paper" in 2023, put forward the artificial intelligence 1+6+N development strategy, launched the artificial intelligence hub platform AIRUNS, and also achieved a lot of technical accumulation in the low-cost deployment of large-scale industry technology.
In the first quarter of 2024, the company achieved operating income of 770 million yuan, an increase of 4.49% over the same period of the previous year; Net profit after deducting non-attributable to the parent increased by 22.79% over the same period last year.
■The following is the content of the Q&A:
Q: What is the company's progress on the HarmonyOS native northbound application?
Answer: The company's advantages and focus are on industry applications, empowering key customers in the industry, and making the depth of commercial landing and industry applications through years of deep cultivation and accumulation of advantageous industries. In the field of HarmonyOS native applications, as a HarmonyOS development service provider, the company has created a one-stop solution for HarmonyOS native application development, including three modules: talent empowerment, consulting enablement, and development and delivery, which can solve the pain points of lack of HarmonyOS native application development talents, lack of awareness, and difficulty in rapid implementation faced by various application enterprises. Since the beginning of this year, the northbound applications of industry customers have continuously released demand in the fields of finance and government affairs.
In terms of northbound applications in the financial field, the company entered into a strategic cooperation with Ant Digital's mPaaS in April this year and released a HarmonyOS-based mPaaS mobile application development product, which is based on Ant Digital's mobile development platform mPaaS, industry business functions and UI component packages, and HarmonyOS application technology expert consulting services, which can provide "turnkey" solutions for industry HarmonyOS native applications, and jointly provide industry customers with high-performance, high-security, and high-convenience HarmonyOS native application development services. The company will continue to provide underlying software and hardware capability support and enabling innovation for various products and solutions related to the HarmonyOS ecosystem, expand ecological diversity with more industry partners, and help the development and prosperity of the HarmonyOS ecosystem.
Q: The company has some products integrated with AI in open source HarmonyOS and open source Euler, what is the company's future plan for the integration of operating system and AI?
Answer: The company deeply integrates AI technology with the operating system by providing HopeOS AI version, which is based on the enterprise-level server operating system. With the support of Ascend computing power, the AI computing power all-in-one machine launched by the company and Ascend is integrated with the HopeOS components of the company's open-source Euler server operating system, which improves the effectiveness of key links such as computing power management, driver adaptation, operator acceleration, and model quantization, so that the deployment of the open-source Euler server operating system based on plug-in acceleration greatly improves the efficiency of AI algorithm development and implementation under the same computing power conditions compared with the deployment of ordinary server operating systems.
Q: What is the competitive advantage of the company's AI computing all-in-one machine?
Answer: With the support of the HopeOS AI version and the AI hub platform, it fully reflects the commercial value and competitive advantage of the company's AI computing power all-in-one machine. In the case of a significant improvement in the efficiency of AI algorithm development and implementation, and with a series of solutions launched by the company, an integrated and directly applicable enterprise-level AI all-in-one application has been formed. From platform acceleration, operating system acceleration, combined with Ascend's computing power support and the company's experience in enterprise-level application solutions, the AI computing power all-in-one machine launched by the company can achieve the efficient integration of computing power and application level, reflecting the core competitive advantage of the company's AI computing power all-in-one machine. The product is currently in the promotion stage.
Q: What is the commercial implementation of the company in open source Euler?
Answer: In the field of open source Euler, more than 20 industry customers have cooperated with the company, covering many fields such as finance and insurance, energy and power, emergency security, general servers, medical care, education, etc., to realize the localization of server operating systems. The company's business model of open source Euler includes providing commercial distribution versions based on openEuler, jointly providing industry-specific versions with ISVs, localized migration services for CentOS, and advanced technical support for operating systems.
Q: What is the company's commercial implementation in the field of open source HarmonyOS?
Answer: The company has been doing open source HarmonyOS business for four years until 2023, and the commercial landing effect in 2023 is remarkable. The company has invested early and invested a lot in the field of open source Hongmeng. Before 2023, the company's open-source HarmonyOS business is more about technological leadership, such as becoming an initial member of the OpenHarmony project, participating in community co-construction in the open-source HarmonyOS community, and ranking among the best in code contributions. Starting from 2023, the company will focus on expanding the commercial implementation of open source Hongmeng, fully transforming technical advantages into commercial advantages, seeking breakthroughs in commercial landing and transformation, and has achieved remarkable results in the commercial implementation of various key industries such as finance, electric power, medical care, education, and smart cities.
Q: What is the company's product planning and progress in AI robotics?
Answer: The company has launched AIRobot, a 4S store welcoming robot designed for car dealers based on AIRuns, a next-generation AI hub platform. AIRobot integrates a number of AI technologies including image recognition, speech recognition, natural language semantic analysis, large language model, etc., combined with shopping guide, security monitoring and information service functions, to provide comprehensive support for car dealers, and can assist store staff to complete operations such as greeting customers, providing drinks, introducing model information, guiding visits, and regular inspections, improving the efficiency and guest experience of sales stores, and creating a more attractive car buying environment. In the next step, we will continue to optimize and upgrade the performance of existing robot products, cooperate with digital human solutions and RAG+ solutions, and further form high-performance, interactive, and low-latency real simulation robots, and carry out related product layouts according to market and customer needs.
Q: What is the company's competitive advantage in the field of open source HarmonyOS and open source Euler?
Answer: First, technical advantages, the company was the first to participate in the open source Hongmeng and open source Euler technology routes, and the technical advantages are obvious; The second is the talent advantage, the company has a rich talent accumulation in open source Hongmeng and open source Euler technology, and has strong advantages; The third is commercial advantages, the company has achieved remarkable results in the commercial implementation of open source HarmonyOS and open source Euler, especially the commercial landing of open source HarmonyOS is leading; Fourth, brand advantage, through in-depth cooperation with core customers, the company has been deeply cultivated in key industry application scenarios of key industry customers.
Source: Reading and Entrepreneurship
Reviewer: Wang Bei
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