
AI-generated summary
Neousys Technology is an industrial computer manufacturer that has benefited from the growth in market demand for edge AI terminals and the shipment of related projects.
Industrial computer manufacturer Neousys Technology (6922) reported revenue of RMB 266 million in August, a monthly decrease of 6% and an annual increase of 59%, setting a new high for the same period. In the first eight months of this year, revenue was RMB 685 million, an annual increase of 45.94%, a record for the same period last year. Management said today that the order-to-bill ratio (B/B Ratio) in the third quarter will remain high, and operations are expected to remain stable in the fourth quarter and the full year, and they are cautiously optimistic about the overall performance.
Neousys Technology said that after its revenue hit a record high in July, its revenue in August remained relatively high, mainly due to the growth in market demand for edge AI terminals and the shipment of related projects. From the perspective of market applications, as the demand for high-performance edge computing increases, fields such as semiconductors and high-end manufacturing are gradually introducing related solutions.
Lan Linzhong, deputy general manager of Neousys Technology, pointed out that in response to market demand, the revenue share of subsequent semiconductor industry-related applications is expected to further increase; at the same time, high value-added industrial application projects such as unmanned systems and national defense have maintained stable shipments, providing support for revenue; in terms of regional markets, the order-taking and shipment performance of the three major markets of Europe, Asia and North America have remained stable.
Looking forward to subsequent operations, Neousys is optimistic that the full-year gross profit margin is expected to remain at about 40%, which is equivalent to the first half of the year. In response to market demand, the company will continue to adjust the layout of high-performance edge computing products, and strengthen supply chain management and service capabilities in various regional markets to respond to the needs of different applications for product performance and customization.
AI outlook — possibilities, not facts
The gross profit margin for the full year remains at about 40%, which is equivalent to the first half of the year.
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