Minsheng Securities research report points out that HSSM's net profit attributable to the parent company in the first half of the year is expected to reach 92 to 104 million yuan, a year-on-year increase of 50.0% to 70.0%. In a single quarter, the net profit attributable to the parent company is expected to be 41 to 53 million yuan, a year-on-year increase of 22.7% to 59.4%, mainly due to the company's strengthened management, which has driven the product gross profit margin to grow compared to the same period last year. The AI subsidiary has secured multiple orders, adapting to various domestic GPUs; external investment in Yizhi Electronics has opened up the AI industry chain. It is believed that based on the synergy and complementarity between Haixi Technology and Yizhi Electronics' business, Yizhi Electronics can support Haixi Technology in using ARM CPUs as the computing core for AI devices in price-sensitive and heat-sensitive small scenarios; Haixi Technology can help Yizhi Electronics' products reach downstream customers more quickly and widely. Considering that HSSM has achieved refined operations over the years, and its subsidiary Haixi Technology is expected to benefit from domestic AI large models, it is believed that the company's main business is expected to grow steadily under industry policy support, while the subsidiary Haixi Technology is expected to accelerate the landing of related orders under the trends of artificial intelligence, cloud computing, and 5G industries. The company's business prospects are optimistic, maintaining a "recommend" rating