雲從科技(688327.SH):公司正逐步加大對ToB業務的投入力度
格隆匯1月31日丨有投資者向雲從科技(688327.SH)提問:公司目前一體機在手訂單大概是什麼體量?
雲從科技回覆:前期,我們敏鋭洞察到企業級ToB市場的巨大潛力。結合雲從的行業特點和華為在ToB端的深耕經驗,我們與華為進行了聯合銷售。通過這種聯合銷售模式的積極探索,我們充分驗證了市場上一體機產品整體市場規模的廣闊前景。
公司正逐步加大對ToB業務的投入力度,計劃穩步提升在整體業務結構中的規模和佔比。這一增長動力不僅來源於現有業務的深化拓展,還有一部分將得益於一體機產品帶來的增量。隨着市場需求的精準對接,我們的訓推一體機產品,預計在今年上半年會有些一體化集羣項目落地,在下半年推理部分業務將有所增長。
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