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Linlin Yang

Vice President and Analyst at GF Securities Co., Ltd.

Linlin Yang is a Vice President and Analyst at GF Securities Co., Ltd., specializing in the research and analysis of the electronics and semiconductor sector in China. Her coverage includes major publicly listed companies such as BOE Technology Group, TCL Technology, and Lens Technology, and she is recognized for her in-depth industry insights and thorough equity analysis. Since joining GF Securities in 2016, after beginning her career as a research associate at CITIC Securities, Yang has consistently been ranked among the top analysts in Chinese institutional investor polls, with her published recommendations demonstrating above-market returns for her client base. She holds a Master's degree in Finance, several securities qualifications in China, and is licensed by the China Securities Regulatory Commission.

Linlin Yang's questions to Kingsoft Cloud Holdings (KC) leadership

Question · Q4 2024

Linlin Yang of GF Securities questioned the demand outlook for AI inference and its potential revenue contribution, and also asked about the revenue-generating potential of legacy public cloud assets after their primary service life.

Answer

An executive explained that while broad market demand for AI inference is growing, large-scale single-customer deals are still emerging. However, demand within the Xiaomi/Kingsoft ecosystem is expected to be 'very strong.' CFO Haijian He addressed the asset question, noting the company's conservative 4-year depreciation policy and confirming that assets currently on the balance sheet are healthy and revenue-generating after a recent portfolio review.

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