Changes in Hong Kong stocks | Inspur Digital Technology (00596) rose nearly 9%. The company's cloud service business is growing significantly, and Haiyue commercial AI implementation scenarios are richer than at the beginning of the year

The Zhitong Finance App learned that Inspur Digital Technology (00596) rose nearly 9%. As of press release, it had risen 8.36% to HK$10.5, with a turnover of HK$7.0116 million.

First Shanghai released a research report saying that Inspur Digital Technology achieved revenue of 4.34 billion yuan in the first half of 2025, an increase of 4.9% over the previous year. The gross profit margin was 23.4%, up 1.4 percentage points year over year. Net profit attributable to mother was 183 million yuan, up 73.3% year on year, mainly due to the transformation of the cloud service business from loss to profit, and the operating profit of the software business segment increased 6.22% over the same period last year. In the first half of 2025, the cloud service business grew significantly, achieving revenue of 1.27 billion yuan, an increase of 30% year on year. The share of cloud business in revenue has been rising for 4 consecutive years. It surpassed 50% for the first time in the middle of this year, reaching 52%, and its growth rate has remained stable at over 30%. Looking ahead to the next 3-5 years, the business is expected to maintain a growth trend of more than 20%.

Open Source Securities said that since the company implemented the “AI First” strategy, AI business development has shown results. Currently, the company's Haiyue Commercial AI has covered 10+ fields, has 100+ ready-to-use smart devices, has been selected as IDC's representative manufacturer for industry, finance, manpower, and enterprise AI agents, and has already implemented benchmark projects such as intelligent recruitment, financial sharing centers, intelligent upgrading of the pharmaceutical industry, and intelligent control of salt chemicals. The implementation scenarios are richer than at the beginning of the year. Compared with Friends and Merchants, the bank believes that Wave's advantage is to focus on vertical agents. Although the medium and large central enterprise markets are mostly project-based, they can also carry out more in-depth model training and application based on vertical data to achieve the flywheel effect of the data.