---
title: "Tianfeng Securities: Maintains UNIS \"Buy\" rating, AI drives demand boom for ICT equipment"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/258634182.md"
description: "Tianfeng Securities maintains a \"Buy\" rating on UNIS, pointing out that the company achieved a net profit attributable to shareholders of RMB 1.041 billion in the first half of 2023, a year-on-year increase of 4.05%. The company focuses on AI applications and has launched several innovative products, including the UniPoDS80000 super node and high-density liquid cooling cabinet solutions, significantly improving computing power deployment efficiency. In the first half of the year, revenue from 400G and 800G switch products grew rapidly, continuously promoting the \"computing power × connectivity\" strategy"
datetime: "2025-09-24T06:09:54.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/258634182.md)
  - [en](https://longbridge.com/en/news/258634182.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/258634182.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/258634182.md) | [繁體中文](https://longbridge.com/zh-HK/news/258634182.md)


# Tianfeng Securities: Maintains UNIS "Buy" rating, AI drives demand boom for ICT equipment

Tianfeng Securities' research report pointed out that UNIS achieved a net profit attributable to the parent company of 1.041 billion yuan in the first half of 2025, a year-on-year increase of 4.05%; the net profit attributable to the parent company in Q2 was 692 million yuan, a year-on-year increase of 18.01%. The company focuses on "AI for ALL," emphasizing product and technology iteration and innovation around AIGC applications, efficient and diverse computing power supply, and high-quality network connectivity, creating a full-stack intelligent computing solution centered on high-speed lossless networks, artificial intelligence servers, next-generation storage, and computing power scheduling management platforms. On the product side, the company has planned and launched the UniPoDS80000 super node, with a single cabinet super node with 64 cards improving network training efficiency by 25% compared to 8 sets of 8-card servers and inference efficiency by 63%. Deployment has been completed in multiple projects; a high-density liquid-cooled whole cabinet solution has been launched, supporting the deployment needs of 64 high-performance AI accelerator cards or thousand-core CPUs in a single cabinet, significantly enhancing computing power deployment density. Meanwhile, in the first half of the year, the company released a new generation of lossless network solutions based on the DDC architecture and an 800G domestic core intelligent computing switch based on domestically produced key chips and core components, expanding the series of domestic switch product matrix. In the first half of the year, both 400G and 800G switch product revenues achieved rapid growth. The company continues to enhance its open, diverse, and full-stack capabilities around the "computing power × connectivity" strategy. It maintains an "overweight" rating

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