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蜂助手(301382.SZ):目前公司CPE機頂盒業務在中國聯通、湖北廣電、湖南廣電已達成合作

格隆匯7月17日丨蜂助手(301382.SZ)在7月14日投資者關係活動上表示,5G的發展將有效推動物聯網應用的快速發展。公司積極佈局物聯網應用解決方案,研發及創新物聯網通信技術、硬件設備管理及大流量場景解決方案,並與騰訊聯合推出基於物聯網技術、可實現自主無線上網的智能CPE機頂盒,為公司物聯網業務的發展,奠定了一定的技術與服務基礎。目前公司CPE機頂盒業務在中國聯通、湖北廣電、湖南廣電已達成合作,未來會更多的項目落地,隨着CPE機頂盒用户的不斷積累,用户後續使用產生的物聯網流量續費場景增加,公司物聯網流量規模效應開始凸顯。公司從2019年已經開始對雲終端業務進行人才以及研發技術方面的儲備,目前已經有合作的項目落地,詳情見已經披露的招股説明書。未來,隨着算力套餐客户不斷增加以及算力運營的提升,公司提供的雲終端技術能力價值也會更大,形成的業務收入也會增長。

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