朗科科技(300042.SZ):企業級服務器對應硬件訂單預計今年下半年開始落地
格隆匯4月10日丨朗科科技(300042.SZ)在投資者關係活動上表示,朗科科技與中興通訊的合作模式和盈利模式,雙方已達成共識,相關協議文本已經在推進各自的過會程序,涉及的產能規劃與韶關集羣的IDC建設進展相關,是業務體量是逐步爬升的過程。服務器生產工廠選址初步選定是在朗科科技韶關半導體工廠的二期以及一期預留的部分空間,預計今年5月份投產。企業級服務器對應硬件訂單預計今年下半年開始落地,目前正在與各甲方積極進行商務對接,訂單量計劃目標希望可以突破億元。還有其他佈局,如光模塊、AI算力芯片等,都在推進中,其中鯤雲科技的算力芯片產品已經開始啟動註冊合資公司。綜上,預計今年下半年開始有訂單和新業務佈局的批量雙豐收。
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