中国***发布通信设备研报：IDC龙头H1盈利双增，AIDC促快速发展(zhong guo yin he fa bu tong xin she bei yan bao long tou ying li shuang zeng cu kuai su fa zhan)

qweasjd 发布于2024-09-04 15:01:09 体育赛场逐梦 4 次

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中zhōng国guó银yín河hé发fā布bù通tōng信xìn设shè备bèi研yán报bào：IDC龙lóng头tóuH1盈yíng利lì双shuāng增zēng，AIDC促cù快kuài速sù发fā展zhǎn 每měi经jīngAI快kuài讯xùn，中zhōng国guó银yín河hé09月yuè04日rì发fā布bù通tōng信xìn设shè备bèi行xíng业yè研yán报bào。IDC服fú务wù商shāng披pī露lù2024年nián中zhōng报bào，H1实shí现xiàn营yíng收shōu净jìng利lì双shuāng增zēng。IDC细xì分fēn龙lóng头tóu服fú务wù商shāng陆lù续xù发fā布bù2024年nián中zhōng报bào，其qí中zhōng2024H1光guāng环huán新xīn网wǎng实shí现xiàn营yíng收shōu39.17亿yì元yuán/+3.08%，归guī母mǔ净jìng利lì润rùn为wèi2.68亿yì元yuán/+5.93%；润rùn泽zé科kē技jì实shí现xiàn营yíng收shōu35.75亿yì元yuán/+112.42%，归guī母mǔ净jìng利lì润rùn为wèi9.67亿yì元yuán/+37.75%；奥ào飞fēi数shù据jù实shí现xiàn营yíng收shōu10.61亿yì元yuán/+59.07%，归guī母mǔ净jìng利lì润rùn为wèi0.76亿yì元yuán/+4.11%；数shù据jù港gǎng实shí现xiàn营yíng收shōu7.78亿yì元yuán/+4.29%，归guī母mǔ净jìng利lì润rùn为wèi0.71亿yì元yuán/+2.90%。算suàn力lì集jí群qún规guī模mó指zhǐ数shù级jí增zēng长zhǎng，智zhì算suàn业yè务wù需xū求qiú推tuī动dòng传chuán统tǒngIDC向xiàngAIDC转zhuǎn型xíng。随suí着zhe人rén工gōng智zhì能néng、大dà数shù据jù等děng技jì术shù发fā展zhǎn，智zhì能néng算suàn力lì成chéng为wèi我wǒ国guó算suàn力lì规guī模mó增zēng长zhǎng的de主zhǔ要yào驱qū动dòng力lì。IDC数shù据jù显xiǎn示shì，2023下xià半bàn年nián中zhōng国guó智zhì算suàn服fú务wù市shì场chǎng整zhěng体tǐ规guī模mó达dá到dào114.1亿yì人rén民mín币bì，同tóng比bǐ增zēng长zhǎng85.8%。其qí中zhōng2023下xià半bàn年nián，智zhì算suàn集jí成chéng服fú务wù市shì场chǎng规guī模mó为wèi36.0亿yì人rén民mín币bì，同tóng比bǐ增zēng速sù129.4%。据jù中zhōng国guó信xìn息xī通tōng信xìn研yán究jiū院yuàn预yù测cè，随suí着zheAI大dà模mó型xíng的de快kuài速sù发fā展zhǎn，预yù计jì到dào2025年nián智zhì能néng算suàn力lì占zhàn比bǐ将jiāng增zēng长zhǎng到dào35%。因yīn此cǐ，传chuán统tǒngIDC厂chǎng商shāng向xiàngAIDC转zhuǎn型xíng，逐zhú步bù部bù署shǔ智zhì算suàn中zhōng心xīn。其qí中zhōng，光guāng环huán新xīn网wǎng算suàn力lì业yè务wù规guī模mó已yǐ超chāo过guò2000P，其qí子zi公gōng司sī光guāng环huán云yún数shù据jù搭dā建jiàn了le高gāo弹dàn性xìng多duō元yuán异yì构gòu算suàn力lì调diào度dù平píng台tái，为wèi大dà模mó型xíng训xùn练liàn和hé深shēn度dù学xué习xí等děng应yīng用yòng场chǎng景jǐng提tí供gōng高gāo性xìng能néng智zhì算suàn服fú务wù；奥ào飞fēi数shù据jù上shàng半bàn年niánIDC服fú务wù实shí现xiàn收shōu入rù6.3亿yì/+8.06%，主zhǔ要yào系xìAI算suàn力lì服fú务wù器qì销xiāo售shòu带dài来lái的de收shōu入rù增zēng加jiā；润rùn泽zé科kē技jì上shàng半bàn年niánAIDC业yè务wù收shōu入rù达dá到dào20.54亿yì/+1147.85%，取qǔ得dé大dà规guī模móAI头tóu部bù客kè户hù的deAIDC订dìng单dān，成chéng为wèi智zhì算suàn中zhōng心xīn的de链liàn主zhǔ方fāng之zhī一yī。预yù计jì随suí着zhe智zhì能néng算suàn力lì需xū求qiú增zēng长zhǎng，龙lóng头tóuIDC厂chǎng商shāng将jiāng逐zhú步bù部bù署shǔ智zhì算suàn中zhōng心xīn，实shí现xiàn向xiàngAIDC不bù断duàn转zhuǎn型xíng。投tóu资zī建jiàn议yì：我wǒ们men认rèn为wèi云yún计jì算suàn、大dà数shù据jù、人rén工gōng智zhì能néng等děng前qián沿yán技jì术shù发fā展zhǎn将jiāng带dài来lái智zhì能néng算suàn力lì需xū求qiú侧cè的de高gāo速sù增zēng长zhǎng。我wǒ国guó传chuán统tǒngIDC厂chǎng商shāng逐zhú步bù向xiàngAIDC转zhuǎn型xíng，算suàn力lì产chǎn业yè正zhèng朝cháo着zhe高gāo质zhì量liàng、可kě持chí续xù的de方fāng向xiàng发fā展zhǎn。建jiàn议yì关guān注zhù：IDC细xì分fēn龙lóng头tóu光guāng环huán新xīn网wǎng(300383)，润rùn泽zé科kē技jì(300442)，奥ào飞fēi数shù据jù(300738)及jí数shù据jù港gǎng(603881)等děng。风fēng险xiǎn提tí示shì：上shàng架jià率lǜ不bù及jí预yù期qī的de风fēng险xiǎn、AIDC业yè务wù发fā展zhǎn不bù及jí预yù期qī的de风fēng险xiǎn等děng。每měi经jīng头tóu条tiáo（nbdtoutiao）――(记jì者zhě胡hú玲líng)免miǎn责zé声shēng明míng：本běn文wén内nèi容róng与yǔ数shù据jù仅jǐn供gōng参cān考kǎo，不bù构gòu成chéng投tóu资zī建jiàn议yì，使shǐ用yòng前qián请qǐng核hé实shí。据jù此cǐ操cāo作zuò，风fēng险xiǎn自zì担dān。每měi日rì经jīng济jì新xīn闻wén