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東華軟件(002065.SZ)漲停創4年半新高 表態“鵬霄”業務一年內實現收入逾百億及利潤逾十億的增長
格隆匯 01-15 10:46
格隆匯1月15日丨東華軟件(002065.SZ)漲停,報13.95元,創2015年8月以來新高,目前漲停封單超21萬手,最新總市值435億元。該股209年累漲50.72%,2020年迄今為止累漲35.17%。 在昨日舉行的2020年首次投資者見面會,公司稱2019年1月9日東華軟件在寧波市推出首批基於鯤鵬處理器的“鵬霄”服務器,並在寧波市政務雲上首次應用。針對“鵬霄”服務器應用情況,公司稱核心應用目前已經在鯤鵬進行實體測試,未來發展方向明確,將基於在醫療、金融、智慧城市等多領域佈局的前提下,通過利用技術、市場等多方面優勢,將在公司所覆蓋的行業領域進行大規模商業應用。針對為什麼“鵬霄”服務器利潤率較高?公司表示:未來的市場將被重新定義。基於鯤鵬生態圈,公司不僅僅是單純的服務器製造商,而是要依託“鵬霄”服務器,架構公司已有的成熟的綜合性行業一體化解決方案。隨着“鵬霄”服務器的落地應用及市場拓展,公司力爭一年內實現該業務收入逾百億及利潤逾十億左右的增長。
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