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環旭電子(601231.SH):預計全年雲端及存儲業務下降幅度仍然達30%
格隆匯 10-26 09:29

格隆匯10月26日丨環旭電子(601231.SH)接受特定對象調研時表示,在雲端及存儲板塊,公司前三個季度下滑幅度較大。其中,在服務器和工作站主板的業務中,相對於今年中報的降幅有擴大,下降了15%。存儲和數據交換的業務中,相比中報的下降幅度有所收窄,中報時下降幅度約50%,前三季度的降幅不到40%,主要是交換機相關的業務增長較快。電腦適配器及拓展塢的業務中,前三季度整體降幅仍然較大。預計全年雲端及存儲業務下降幅度仍然達30%。

展望未來,公司會加強AI服務器業務的拓展,包括挖掘邊緣服務器的業務機會。在交換機領域,明年的景氣度依然不錯,交換機明年持續的成長機會,能夠一定程度彌補公司在數據網卡方面業務的減少量,有望帶動整個數據交換業務(交換機&數據網卡)恢復至2022年的業務水平。

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