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虹軟科技(688088.SH):榮耀是公司的重要客户之一
格隆匯 05-26 09:50

格隆匯5月26日丨有投資者向虹軟科技(688088.SH)提問:榮耀是公司的前幾名客户?公司是因為單個客户量的上升而導致公司收入小幅上升,還是更多回歸到單機價值量的提升這個主邏輯。2023年手機業務的主動力是什麼?

虹軟科技回覆:榮耀是公司的重要客户之一。公司手機業務有可能因單個客户出貨量的上升而上升,也會因為單機價值量提升而給公司手機業務帶來正向效應。因為①公司商業模式分為固定模式與計件模式,計件模式下公司在合同約定的軟件授權期內,按照客户生產的裝載有公司算法技術智能設備的數量進行收費;②順應手機市場趨勢,公司向手機廠商供應新的功能產品,從而提升單機價值。這兩個方面也是公司手機業務2023年乃至以後持續發展的動力。

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