Due to cross-border computing leasingPowerballlotteryticketAoya (300949) has received a lot of attention since the beginning of this year. April twenty _ fourthPowerballlotteryticketAoya shares handed over its "report card" in 2023, and the company continued to lose money during the reporting period, realizing a net profit of about-1.Powerballlotteryticket7.7 billion yuan, which is also the company's second consecutive year of net profit loss, and increased compared with the same period last year. It is understood that Aoya shares landed on the gem in February 2021, and the company's net profit declined in the year when it was listed. Aoya, whose performance has been declining since the listing, began to enter the hot computing leasing industry at the end of 2023, but it is still a question mark whether the business can finally inject new vitality into the company's performance. In view of the company's performance and the relevant situation of the computer leasing business, Aoya shares was interviewed by a reporter of the Beijing Business Daily on April 24.

Increase in net profit and loss

On April 24, the 2023 annual report disclosed by Aoya shares showed that the company's net profit continued to lose during the reporting period.

Financial data show that in 2023, Aoya achieved operating income of about 4. 5%.Powerballlotteryticket7.9 billion yuan, down 0.34% from the same period last year; the corresponding realized vested net profit was about-177 million yuan, down 241.89% from the same period last year; and the corresponding realized vested net profit was about-204 million yuan, down 167.93% from the same period last year.

Data show that Aoya shares landed in the A-share market in February 2021 and is currently the first listed company in China to focus on landscape design, covering parent-child cultural travel, digital technology, and innovative design fields. to provide full-process consulting and comprehensive operation services for urban renewal, rural revitalization, cultural ancient city and other different scenes.

As for the reasons for the changes in the company's performance, Aoya shares said in an interview with the Beijing Business Daily that the proportion of low gross margin comprehensive literature and travel business increased, and landscape design declined to a certain extent, resulting in a decline in gross profit margin as a whole. In addition, the provision of bad debts of accounts receivable in the current period leads to a large loss of credit impairment and asset impairment, resulting in a net profit loss in 2023. Aoya shares further said that as a comprehensive design consulting agency and a leading brand in the field of parent-child culture and travel in China, the company is currently in the throes of transformation and development, so that the performance has not yet been released, causing greater pressure on the current profits. however, the business development of the company shows an upward curve after the transformation. During the reporting period, the company's comprehensive culture and travel business income increased by 67.2845 million yuan compared with the previous period, an increase of 52.84%.

Looking at the performance after the listing of Aoya shares, the net profit attributable to the company in 2021 was about 75.42 million yuan, down 26.54% from the same period last year. In 2022, the net profit of Aoya shares turned to a loss, which was also the company's first loss after listing. The net profit vested in that year was about-51.63 million yuan, and the net profit after deducting non-shares was about-76.21 million yuan.

It is not difficult to see that the net profit loss in 2023 is also the second consecutive year of losses for Aoya shares, and the company's losses have intensified.

On April 24, Aoya shares also disclosed the first quarterly report of 2024. During the reporting period, the company's net profit was still at a loss, of which the realized operating income was about 159 million yuan, an increase of 58.11% over the same period last year. The corresponding vested net profit was about-38.5906 million yuan, down 23.84% from the same period last year.

However, in the first quarter of this year, Aoya shares realized net profit after deducting non-profit, about 11.6096 million yuan, an increase of 130.06% over the same period last year.

Aoya shares also said that the company's non-return net profit decreased significantly in the first quarter compared with the same period, and the company has been actively looking for strategies to improve performance and turn losses into profits, including, but not limited to, research and development and promotion of AI applications, effective cost reduction and energy efficiency.

Heavy money bet on computer leasing

Since the beginning of this year, due to cross-border computing leasing, the Aoya share market has also paid more attention.

Shenzhen Ultron engine data Service Co., Ltd. (hereinafter referred to as "Ultron engine") plans to purchase 128high-performance computing servers and supporting software and hardware embedded with Nvidia GPU chips from Shenzhen Runxin, with a contract amount of 435.2 million yuan. Through this matter, Aoya shares will also enter the computing leasing industry.

Under the influence of the good news, Aoya shares have pulled three trading boards in the secondary market. However, the matter has also been questioned by regulators.

Aoya shares told Beijing Business Daily that the company's wholly-owned subsidiary Ultron engine is committed to building the computing base of the digital economy and innovating AI applications in the industry, especially the data elements and scenario applications of AI technology in creative design and travel development and operation. Its intelligent computing center can provide computing support, connect ecological chain enterprises, have the opportunity to provide partners with efficient data processing services, and promote the wide application of artificial intelligence (AI) in the design and travel industry.

A reporter from the Beijing Business Daily noted that since 2023, there has been no lack of cross-border calculation power of some companies in the A-share market, but since this year, there have also been "variables" in cross-border calculation power of companies such as Hongbo shares (002229) and High-tech Development (000628).

For example, Hi-Tech originally planned to control the cross-border computing industry through the acquisition of Sichuan Huacheng Zhenyu Intelligent Technology Co., Ltd. (hereinafter referred to as "Huacheng Zhenyu"). As a result of the acquisition, the company's share price has also soared in the secondary market. However, in the early morning of April 18, Hi-tech Development announced that the company's proposed purchase of 70% stake in Huazheng Zhenyu may not be able to proceed in accordance with the current plan, and then in the early morning of April 19, Hi-tech Development formally disclosed the announcement of termination of the acquisition. The company's cross-border math failed.

Xu Xiaoheng, an expert in investment and financing, told the Beijing Business Daily that there are many hot spots and speculation in the A-share market, and investors should carefully identify cross-border mergers and acquisitions.

Guo Tao, a senior artificial intelligence expert, told Beijing Business Daily that large models and generative AI swept through various industries in 2023. As an important underlying support for large models, computing power has also been widely discussed from all walks of life. The cost of computing power is relatively high in the market, which is mainly reflected in three aspects: hardware cost, energy consumption cost and manpower cost, in which the hardware cost is the high cost of hardware equipment and facilities needed to build and maintain high-performance computing equipment; energy consumption cost is a large-scale financial model that requires a lot of computing resources, which will lead to high energy consumption, which in turn increases the cost of electricity. In terms of manpower cost, in order to ensure the normal operation of the financial model, professional technical personnel are needed for maintenance and management, which increases the labor cost.

Beijing Business Daily reporter Ma Chengchuan