Inspur Digital Enterprise (00596) Fa Ying Guang expects mid-term net profit to be about 60 million yuan to 70 million yuan, down about 61.1% to 66.7% year over year

Zhitong Finance App News, Inspur Digital Enterprise (00596) issued an announcement, according to the preliminary assessment of the Company's unaudited comprehensive management accounts for the six months ended June 30, 2026 (during the reporting period):

The estimated revenue obtained during the reporting period will be between approximately RMB 3.7 billion and RMB 3.8 billion, down about 11.6% to 14.0% from the same period in 2025 (same period in 2025: approximately RMB 4.3 billion). Net profit attributable to the owners of the Company will be between approximately RMB 60 million and RMB 70 million, down about 61.1% to 66.7% from the same period in 2025 (same period in 2025: approximately RMB 180 million). Operating revenue and net profit attributable to the company's owners declined year-on-year. The main reasons were: (i) the company strategically adjusted its business layout, focused on the AI core circuit, optimized the order structure, and actively reduced the scale of business order acceptance for traditional Internet of Things (IoT) solutions; (ii) due to stricter customer compliance requirements and increased product requirements due to the development of AI technology, the pace of revenue recognition was delayed; and (iii) continued to increase AI investment in the medium- to long-term development plan to implement AI's native strategy, putting pressure on profitability .

During the reporting period, the AI application business and intelligent computing center business development momentum was sufficient, and the business scale increased steadily. The main benefits were: (i) the accelerated implementation of the Group's “1321” strategy, continued improvement of the enterprise AI native intelligent product system with “four layers and three drivers” as the core architecture, penetrating the four core levels of model and data, digital intelligence platforms, intelligent applications, and intelligent interaction, and launched core digital intelligence products such as the Inspur Haiyue Mano intelligent execution system, and implemented in many central state-owned enterprises to drive rapid growth in the AI application business; and (ii) the intelligent computing center's domestic smart computing business Eight major figures around “Eastern Number/Western Arithmetic” The layout of national computing power hubs has been deepened, overseas business focuses on deepening the core market in Southeast Asia, computing power infrastructure construction is progressing in an orderly manner, and the market share of regional computing power services continues to increase.

The Group will continue to adhere to the “1321” strategy, strengthen strategic focus, optimize the business structure, promote internal quality improvement, continuously improve the competitiveness of the software and AI product market, and accelerate progress towards the goal of becoming a world-class enterprise software and enterprise AI product technology and service provider. The board of directors and management are confident in the future development of the company.