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研报掘金丨西部证券:中科曙光在先进存力领域持续投入和产品创新,予“增持”评级

西部证券研报指出,9月25日-9月27日,中科曙光(603019.SH)子公司曙光存储出席大会,提出打造先进存力中心,推动产业数智化加速发展。公司已陆续推出全闪存存储、分布式统一存储、多控统一存储、高密度存储服务器、备份一体机等多种存储产品。公司2024年发布的FlashNexus 系列不仅是全球首个亿级IOPS集中式全闪存储,还是业界唯一有百控级扩展能力的集中式存储产品,稳定性、综合性能均领先同类产品,引领了相关产业的革新。公司在先进存力领域的持续投入和产品创新,体现了公司扎实的研发能力,有望加速实现公司新一代IT产品、解决方案的落地和商业化。考虑到通用计算市场处于稳健回暖的阶段,整体增长相对有限,给予“增持”评级。

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