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工業富聯(601138.SH):第二增長曲線的大數據將聚焦大數據之元宇宙(算力)+新能源(儲能)

格隆匯3月17日丨工業富聯(601138.SH)於2023年3月16日召開業績説明會,會上表示,公司持續強化第一個2的“智能製造+工業互聯網”的核心競爭力的基礎上,推動第二個2“大數據+機器人”的發展,以進一步拓寬公司的業務版圖。

新產品、新業態出現,促使公司進行戰略性的優化:關注到近年與公司業務緊密相關領域的發展,如元宇宙、ChatGPT新業態的頻出,產生對於算力的超高需求;全球能源消費持續增長,能源轉型勢在必行;受到人工智能、機器學習等尖端技術的日益普及,帶動機器人、自動化市場擴容的需求。基於此,第二增長曲線的大數據將聚焦:大數據之元宇宙(算力)+新能源(儲能)。

高速傳輸及算力需求大幅增加,以GPU為基礎的AI服務器及高效能運算(HPC)將成為未來雲服務商、企業雲計算及邊緣計算基礎建設佈局重點,也會促使AR/VR元宇宙的發展變得相對簡單及快速;而Fii為大型雲服務商設計的GPU架構HPC產品,早已量產出貨;

2023年將有更多以人工智能及算力需求為基礎的研發,而創造一系列的AI服務器及HPC的陸續上市,導入在大型雲服務商的應用之中,特別是生成式人工智能及元宇宙相關的應用;

儲能機會點在於:可進行硬件的製造,並自研核心軟件控制系統,包含電池管理系統和能源管理系統;打造儲能運營管理平台,以租用或售賣的形式提供給自有園區和供應鏈園區採用綠能,增加收益。

機器人+裝備:通過目前大量的智能製造的技術及經驗的積累,工業富聯會體現在工業機器人、裝備及自動化的研發及系統開發能力,為客户提供產品和服務,以創造新的營收。公司最終目標:促進公司在”雲、網、端+工業互聯網”及”大數據+機器人”的2+2策略上的協同,形成核心業務趨動成長,並持續穩居全球智能製造的領先地位。

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