en.Wedoany.com Reported - Sieyuan Information announced on May 14 that the company's board of directors has reviewed and approved a proposal for the company and its subsidiaries to carry out financial leasing business with high-performance computing power servers as the underlying assets, with a total transaction value expected not to exceed 200 billion yuan. This proposal still needs to be submitted to the shareholders' meeting for deliberation, and the authorization period is valid for 12 months from the date of approval by the shareholders' meeting.
Sieyuan Information stated that carrying out this financial leasing business is conducive to broadening financing channels, optimizing the financial structure, and meeting the capital needs of the company's business development. It will not have a significant impact on the company's normal production and operations, nor does it harm the interests of the company and all shareholders. The counterparties are banks and other financial or non-financial institutions that have no related-party relationships with the company and possess relevant business qualifications. Specific details such as leasing methods, interest rates, and repayment arrangements will be clarified in subsequent framework agreements.
The launch of this 200 billion yuan financial leasing plan comes at a critical juncture for Sieyuan Information's transformation from a traditional industrial software provider to an AI infrastructure service provider. In 2025, the company achieved operating revenue of 2.073 billion yuan, a year-on-year decrease of 13.45%, and a net profit attributable to the parent company of -107 million yuan, marking its first annual loss since listing. The loss was mainly due to short-term gross margin pressure caused by the macroeconomic and industry environment, as well as the company's continued increased investment in R&D and market development for cutting-edge technologies such as large models, AI agents, and AI coding, with R&D expenses increasing by 3.43% year-on-year to 272 million yuan. In the first quarter of 2026, the company achieved revenue of 483 million yuan and a net profit attributable to the parent company of 31.5683 million yuan, a year-on-year increase of 28.74%, signaling a recovery in profitability.
In terms of technology roadmap selection, Sieyuan Information is accelerating the integration of domestic computing power resources to build a full-stack technology architecture of "computing power base + AI middle platform + industry applications." The company's self-developed Shanmou GPT enterprise-level AI middle platform has been adapted to Huawei's Ascend 910B chip, achieving domestic computing power adaptation, and has integrated general large models like DeepSeek to enhance multimodal capabilities. The company's 2025 annual report clearly pointed out that AIDC has become a key layout direction for new infrastructure, and intelligent computing centers are upgrading towards high-density, liquid-cooled architectures to meet the demands of large model training, inference, and industrial scenario implementation. The high-performance computing power servers involved in this financial leasing plan will directly serve the computing power base link in the aforementioned full-stack architecture, building a more efficient computing power support system for AI applications.
Observing from an industry perspective, the token economy is reshaping the business model of the software industry. The call volume for large model public clouds has surged from hundreds of billions in early 2024 to tens of trillions in 2025, and software charging models are transforming from traditional one-time purchases to a composite model of "on-demand subscription + token consumption." Sieyuan Information judged in its annual report that this trend not only imposes new requirements on enterprises' bargaining power for computing power procurement but also brings new space for pricing strategies. Acquiring computing power server resources through financial leasing can rapidly expand computing power supply capacity while reducing one-time capital expenditures, matching the rigid demand for computing power elasticity under the on-demand subscription model.
The current domestic computing power leasing market is in a phase of high prosperity coexisting with structural shortages. Data from the China Academy of Information and Communications Technology shows that in the first quarter of 2026, the scale of China's computing power leasing market reached 68 billion yuan, a year-on-year increase of 62%, and the annual market scale is expected to reach 260 billion yuan, with the rental rate for high-end GPUs exceeding 90%. Multiple enterprises, including Dongyangguang, Hanbang Gaoke, and China Bester Group Telecom, have recently disclosed large computing power-related orders at the tens of billions level.
The large-scale deployment of Huawei's Ascend series chips provides a hardware foundation for the domestic computing power ecosystem. The Ascend 910C chip boasts a computing power of 800 TFLOPS (FP16), HBM capacity of 128GB, and memory bandwidth of 3.2TB/s. The CloudMatrix 384 super node, equipped with 384 Ascend 910C chips, has been deployed in over 500 sets, achieving large-scale commercial use. Sieyuan Information's Shanmou GPT platform previously obtained Huawei Ascend technical certification, and this large-scale procurement of computing power servers will further deepen the synergy between the two parties in the direction of "China's computing power + China's models + China's AI toolchain."
Founded in 2005 and headquartered in Guangzhou, Guangdong, China, Sieyuan Information primarily engages in industrial software and enterprise digital solutions, having served over 3,000 customers across 23 key industries including electronics, home appliances, and equipment manufacturing. The company's overseas revenue in 2025 increased by 149.32% year-on-year. Beyond its dual main businesses of Pan-ERP and intelligent manufacturing, the AI business is accelerating its shift from R&D investment to value realization. The progress of this 200 billion yuan computing power server financial leasing proposal will become an important window for observing the in-depth expansion of Chinese industrial software enterprises into the AI computing power service sector.
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