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[The most comprehensive network] Comprehensive comparison of listed companies in the AI server industry in 2026 (with business layout summary, performance comparison, business planning, etc.)_Industry Research Report

Author: Release time: 2026-09-03 06:33:19 View number: 1

[The most comprehensive network] Comprehensive comparison of listed companies in the AI server industry in 2026 (with business layout summary, performance comparison, business planning, etc.)

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The following data and analysis come from the "Global and China AI Server Industry Development Prospects and Investment Strategic Planning Analysis Report" released by the AI Server Research Group of the Prospective Industry Research Institute

Major listed companies in the industry: Inspur Information (000977), Zhongke Shuguang (603019), Digital China (000034), etc.

Core data of this article: AI server business revenue

1. Summary of listed companies in the AI server industry

The upstream of the AI server industry are AI computing chip companies such as Haiguang Information, Cambrian, Jingjiawei, and Lanqi Technology, as well as core AI server component manufacturers such as Zhongji Xuchuang, Tianfu Communications, Shenghong Technology, and Shengyi Technology. In the middle reaches are AI server manufacturers such as Inspur Information, Industrial Fulian, Zhongke Shuguang, and Ziguang; downstream application areas include cloud computing, large model research and development, intelligent manufacturing, autonomous driving, financial technology, medical AI, government services, Industrial Internet, etc.

图表1:中国AI服务器产业上市公司汇总(一)图表2:中国AI服务器产业上市公司汇总(二)图表3:中国AI服务器产业上市公司汇总(三)图表4:中国AI服务器产业上市公司基本信息及营收表现(单位:亿元)(一)图表5:中国AI服务器产业上市公司基本信息及营收表现(单位:亿元)(二)图表6:中国AI服务器产业上市公司基本信息及营收表现(单位:亿元)(三)图表7:中国AI服务器产业代表性企业区域热力图(按所属地)

2. Comparison of basic information of listed companies in the AI server industry

Judging from the layout of listed companies in the AI server industry and the analysis of available public information, the company with the largest registered capital is ZTE, with over 4.7 billion yuan; followed by China Great Wall, with a registered capital of over 3.2 billion yuan; and the registered capital of the leading enterprise Inspur Information is approximately 1.468 billion yuan. Listed AI server companies in China generally register earlier, of which Digital China was registered in 1982.

图表8:中国AI服务器行业上市公司基本信息(单位:万元,条)

3. Comparison of corporate business layout in the AI server industry

Inspur Information's AI server business accounts for approximately 35.21% of revenue from the AI server business of China. Through full-stack AI computing products and solutions, it provides strong AI power in various fields such as autonomous driving, metaverse, and drug development, helping customers achieve orders of magnitude application performance improvements in terms of voice, semantics, images, video, search, and network. Representative AI server products include NF5688G8, NF5468G7, NF5688G7, NF5698G7, NF 5468 A5, etc. Secondly, ZTE and Ziguang's AI server business accounted for approximately 20.31% and 19.86% respectively.

图表9:中国AI服务器企业的相关业务布局情况分析(单位:%)

Note: The business revenue of AI server in the table above is a preliminary calculation.

From the analysis of the existing public information of listed companies in the AI server industry, ZTE Corporation is the company with the most patents and employees. As of May 2026, it has 63,325 patents and a total of approximately 65,095 employees. Overall, in the listed companies of the AI server industry, the proportion of technical and R&D personnel among the employees is relatively high.

图表10:中国AI服务器上市公司专利信息和员工构成分析(单位:项,人)

4. Comparison of business performance of enterprises in the AI server industry

Among the listed companies in the AI server industry in China, Inspur Information, a leading enterprise, has revenue of 164.782 billion yuan in 2025, with AI server business revenue accounting for 35.21%, and gross profit margin of only 4.88%. Overall, the gross profit margins of leading companies in China's AI server industry are relatively low. Among them, the gross profit margins of Zhongke Shuguang and ZTE in 2025 are 30.58% and 30.25% respectively, which are at the leading level.

图表11:中国AI服务器上市企业的相关业绩对比(单位:亿元,%)

Note: The income from AI server business in the above table is preliminary accounting figures.

5. Comparison of business planning for enterprises in the AI server industry

Representative AI server companies disclosed their corporate strategies, business plans, etc. in the communiqué. Their specific business plans are as follows:

图表12:中国AI服务器上市公司业务规划

For more research and analysis in this industry, please refer to the "Development Prospects and Investment Strategic Planning Analysis Report of the Global and China AI Server Industry" by the Prospective Industry Research Institute

At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research reports, industrial planning, park planning, industrial investment, industrial maps, smart investment promotion systems, industry status certification, IPO consultation/fundraising feasibility study, and IPO working paper consultation. To quote the content of this article in any public information disclosure such as prospectus and company annual report, formal authorization from the Prospective Industry Research Institute is required.

For more in-depth industry analysis, you can also interact with 500+ economists/senior industry researchers.

Prospective Industry Research Institute-In-depth Report REPORTS

2026-2031年全球及中国AI服务器行业发展前景与投资战略规划分析报告

If you quote the data of this article in the prospectus or the company's annual report, please contact the Prospective Industry Research Institute at 400-068-7188.

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Forward-looking Economist

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Prospective Industry Research Institute is a leader in industrial consulting in China, specializing in providing solutions in industrial planning, industrial declaration, industrial upgrading and transformation, industrial park planning, feasibility reports and other fields to sweep away attention. Related reading RELEVANT [Dry Goods] A panoramic review of the AI server industry chain and regional thermal map

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前瞻数据库企查猫

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