Oshcon (002913.SZ): The company has not developed order cooperation with Nvidia or Google, and the business cooperation with AMD has not yet generated large-scale revenue

Zhitong Finance App News, Oshcon (002913.SZ) issued a stock price change announcement stating that recently, the market has paid a lot of attention to AI-related industry chain business cooperation such as Nvidia, Google, and AMD. According to the company's own investigation, up to now, the company has not carried out order cooperation with Nvidia or Google. The business cooperation between the company and AMD is in the product sample delivery stage and has not yet generated large-scale revenue. There is uncertainty about whether it can pass customer certification.

In 2025, the company's AI server-related product revenue accounted for less than 1% of the company's revenue, and AIPC related product revenue accounted for about 7% of the company's revenue. The company's AI-related business currently contributes very little to the company's overall revenue and profit, and will not have a significant impact on the company's operating performance. Investors are requested to pay attention to investment risks and make rational decisions.