Research Brief | GRG Banking meets with 32 institutions including Cathay Securities and Haitong Securities, expects revenue of 12.06B yuan in 2025, with nearly 1.8 billion yuan from computing power business.

Basic Information on Investor Relations Activities

Categories of Investor Activities

Targeted research, others (conference calls)

Date

March 30, 2026

Location

No. 9 and 11 Ke Lin Road, Science City, High-tech Industrial Development Zone, Guangzhou

Participating Units

Guotai Haitong, CITIC Construction Investment Securities, CITIC Securities, Shenwan Hongyuan Securities, Huachuang Securities, Wanlian Securities, Chuangjin Hexin Fund, Ping An Fund, Yinhua Fund, Shenzhen Shangcheng Asset Management, Dongxing Fund, Ningbo Sandeng Investment, Shanghai Nantou Asset Management, Bank of China Fund, Shanghai Yiluo Private Equity Fund, Chang’an Fund, Bosera Fund, China International Capital Corporation, Yiheng Capital, LLC, Shangzheng Fund, Shenzhen Jiuwen Asset Management, Shenzhen Ziruixing Investment, Minmetals Securities, Everbright Securities, Eastmoney Securities, Great Wall Securities, among a total of 32 institutions (32 participants, no ranking order)

Names of Company Reception Staff

Vice President and Board Secretary Xie Hua; Securities Affairs Representative Wang Ying; Finance Department Manager Huang Jun; Senior Financial Manager Zhong Candan; Senior Investor Relations Managers Hu Ruijuan, Wang Ge

Main Content of Investor Relations Activities

2025 Performance Overview: Steady Revenue, Dividend Payout Ratio Over 100%

Company introduction: In 2025, facing intensified industry competition and market fluctuations, the company firmly advanced the “AI in all” strategy, maintaining stable operations and achieving operating revenue of 12.06B yuan. Regarding shareholder returns, the total cash dividends for 2025 are expected to reach 919 million yuan, accounting for 106.74% of net profit attributable to shareholders of the listed company. Among these, interim cash dividends of 422 million yuan have been paid, and a full-year cash dividend of 497 million yuan is planned (subject to shareholder approval), continuously rewarding investors with real cash.

Computing Power Business Strategy: Focus on Domestic Heterogeneous Intelligent Computing, Nearly 1.8 Billion Yuan Revenue in 2025

Regarding the subsidiary Guangdian Wuzhou’s computing power business, the company stated it will adhere to the strategy of “domestication, differentiation, and integrated hardware and software,” with nearly 1.8 billion yuan in revenue achieved in 2025. Specific strategies include:

• Technology R&D: Increase investment, focus on domestic heterogeneous intelligent computing centers, edge trusted large models, liquid-cooled workstations, and other new products, building a full-chain computing power product matrix;
• Business Expansion: Deepen efforts in Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, focusing on serving government, finance, energy, and other industries, strengthening collaboration with the group and subsidiaries;
• Ecological Cooperation: Deepen partnerships with Huawei Ascend, Muxi Cloud, Baidu Kunlun Chip, Alibaba Pingtouge, and others, continuously expanding the “circle of friends”;
• Operational Management: Strictly control costs and expenses, improve profitability, and ensure high-quality business development.

Financial AI Robot Deployment: Entering Embodied Intelligence Track, Super Counter Robots Piloted

By the end of 2025, the company established Guangzhou Chaozhi Robot Co., Ltd., officially entering the embodied intelligence track, with the strategic direction of “super professional intelligent robots.” It has made breakthroughs in core technologies such as robot body design, embodied intelligence big and small brains, and motion control, and has completed R&D of super counter robots and branch AI robots based on financial scene resources. Among them, the super counter robot has entered pilot testing at bank branches.
Looking ahead, the market potential is vast: over 220k bank branches nationwide have application needs for robots in lobbies, counters, and branch management, with scenarios extending from branch services to multiple fields.

Advantages of Cross-border Payment Business: Compliance and Efficiency, Focus on High-Quality Clients

The company’s cross-border payment business has three main advantages:

1. Strong compliance, relying on financial-grade technical architecture to ensure fund security and compliance;
2. Outstanding operational efficiency, connecting “domestic + overseas” integrated fund channels, providing fully online global payment and settlement solutions;
3. High-quality client base, mainly centered on state-owned enterprises, central enterprises, and key local enterprises in Guangzhou, leveraging the foreign trade foundation of the Greater Bay Area, with stable customer groups.
   In the future, the company will promote the deep integration of “payment + technology + scenarios,” assisting enterprises in digital transformation and globalization.

Overseas Business Response Strategy: Diversified Layout, Risk Control

Regarding the impact of international macroeconomic fluctuations, the company stated that overall overseas operations are manageable, and it will enhance response capabilities in five aspects:

1. Promote market diversification, focusing on the Americas, Africa, Southeast Asia, and Europe;
2. Strengthen localized operations, improve regional teams and supply chains;
3. Optimize supply chain and logistics management to reduce logistics risks;
4. Upgrade business models, providing integrated solutions to increase added value;
5. Improve risk management systems to prevent and control risks related to exchange rates, cross-border funds, and contract performance.
   In the long term, the trend of global financial digital transformation continues, with emerging markets’ financial infrastructure needs still present. Chinese fintech companies have broad international development prospects. The company will steadily advance overseas markets to help the industry “go global.”

Note on Whether This Activity Involves Disclosure of Major Information

None

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