A股異動 | 易華錄一度大升超12% 先發優勢明顯 數據湖前景廣闊
易華錄(300212.SZ)午後進一步拉昇,一度大升超12%至34.1元,暫成交16億元,市值227億元。2023智博會今日在重慶開幕,中國工程院院士倪光南在會上發表演講表示,中國和美國是全球最大的數據量產生國,預計到2025年,中國的數據產生量將達到48.6ZB,超越美國成為全球第一大數據產生國。但從人均數據存儲量來看,美國是中國的9倍,中國在數據存儲計算方面仍有非常大的提升空間。據悉,易華錄是華錄集團旗下唯一的上市公司,也是國內較早開展公共數據授權運營業務的央企國家隊。長城證券曾發研報指,易華錄具備超前佈局的先發優勢。公司從2017年開始基於華錄集團藍光存儲大規模推廣應用,從政務大數據產業基礎設施開始,搭建政務大數據底座,6年時間裏在全國建設了32個數據湖,先發優勢明顯。隨着數字中國戰略的推進,該行看好公司數據湖業務未來不斷擴展。

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