拓維信息(002261.SZ)：上半年實現營收10.73億元 同比增長14.84%
格隆匯8月9日丨拓維信息(002261.SZ)公佈2023年半年度報吿，報吿期營業收入10.73億元，同比增長14.84%；歸屬於上市公司股東的淨利潤5781.47萬元；歸屬於上市公司股東的扣除非經常性損益的淨利潤4184.51萬元，同比增長7.22%；基本每股收益0.0463元。
報吿期內，公司依託旗下開鴻智谷基於OpenHarmony技術開發的在鴻“1+1”戰略佈局：在OS層面(即操作系統層面)，面向多個重點行業研發在鴻行業操作系統，並打造以在鴻控制器、在鴻學生終端等為代表的多種基於OpenHarmony的軟硬一體化新設備；在CS層面(即雲服務層面)，研發在鴻超級設備管理雲平台，助力客户實現數據與設備的智能協作，未來將基於OpenHarmony技術體系打造開放的在鴻1+1端雲智慧平台，助推行業客户完成數字化轉型。
報吿期內，公司在發展通用計算產品業務的同時，搶抓人工智能發展機遇，不斷加大AI計算硬件產品研發佈局與市場開拓。在產品方面，公司自主品牌“兆瀚”創新發布了兆瀚SA200IA2智能邊緣小站、兆瀚RA2311-C推理服務器、兆瀚RA5900-B訓練服務器等3款昇騰AI產品，並結合自身軟硬一體化能力，重點打造發佈了信創遷移一體機、超融合一體機兩款軟硬一體化設備等2款軟硬一體化設備。同時，公司也正基於昇騰AI底座自研行業專用服務器、AI模組、AI小站等差異化AI產品矩陣。
在市場開拓方面，公司依託湘江鯤鵬、雲上鯤鵬、九霄鯤鵬、芯鴻智算等智能計算控股子公司，精準卡位多個“東數西算”國家級算力樞紐節點，持續為黨政、國資企業及重點行業客户提供國產智能計算產品服務：在數字政府領域，公司連續中標了蘭州國際級互聯網骨幹直聯點、濟南人工智能計算中心、貴州政務信創雲二期擴容等項目；在運營商領域，公司深度參與了廣東電信四級算力AI建設、湖南聯通骨幹雲池擴容、中國電信天翼雲一城一池、北京聯通AI算力平台建設等多個項目；在互聯網領域，公司中標京東2023年國產化AI服務器採購項目，同時AI服務器產品進入多家頭部互聯網企業開展測試；在智能製造領域，公司在貴州為茅台雙龍智慧物流園項目提供鯤鵬服務器、昇騰AI服務器算力底座支撐，助力打造“國內一流、行業領先、區域示範”的智能倉儲智慧園區。
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