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華勤技術(603296.SH):公司實現頭部互聯網客户400G主流交換機中標,成功突破交換機大客户
格隆匯 11-08 15:08

格隆匯11月8日丨華勤技術(603296.SH)在互動平台表示,公司數據業務於2017年開始佈局和投入,專業團隊的核心技術人員具有十餘年的經驗和積累,關鍵技術長期積累和沉澱,深刻理解客户特別是互聯網雲廠商的需求和產品的定製化實現,同時抓住了行業的發展機會,華勤的研發團隊基於客户的算力架構設計基礎上做定製化的開發,得到了客户的很高的認可。服務器業務2023年上半年營業收入同比增長48%,三季度持續突破,營收達41.53億元,同比增長670%。 而且公司研發能力和質量穩定性在過去2-3年得到了國內頭部雲廠商客户的高度認可,形成了通用服務器、人工智能服務器、數通交換機產品、存儲服務器全棧式產品組合。今年三季度,公司實現頭部互聯網客户400G主流交換機中標,成功突破交換機大客户,且通過推出自主規劃的人工智能服務器和交換機來服務渠道客户覆蓋行業客户,逐步構建覆蓋各類行業客户的能力。9月公司以“山海計劃”為主題,成功舉辦全新一代數據中心產品及服務平台發佈會,重磅發佈了智能計算產品——太行系列、通用計算產品——祁連繫列,以及“青海湖”服務平台 V1.0。 預計未來幾年公司數據業務通過全棧式的產品組合會帶來一些好的業績表現,數據業務將持續高速增長。

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