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工業富聯(601138.SH):2024年淨利潤同比增幅10.34% AI服務器營業收入較上年同期成長遠超1.5倍
格隆匯 02-21 16:03

格隆匯2月21日丨工業富聯(601138.SH)公佈2024年度業績快報經初步覈算,2024年公司實現營業收入6,091.35億元,比2023年同期增加了1,327.95億元,增幅27.88%;實現歸屬於上市公司股東的淨利潤232.16億元,較2023年同期增加21.76億元,增幅10.34%。

雲計算業務方面,板塊營業收入同比增幅顯著,較上年同期實現超50%成長,佔公司整體營業收入首度超過五成。其中,AI服務器營業收入較上年同期成長遠超1.5倍,佔整體服務器營業收入比例由三成提升至超四成。通用服務器營業收入較上年同期成長20%,優於整體市場趨勢。以客戶類別來看,雲服務商服務器營業收入較上年同期成長超80%,佔整體服務器營業收入首次過半;品牌商服務器營業收入也在北美Tier-1品牌客戶加大AI服務器採購的情形下,較上年同期成長超過70%。隨着AI技術的不斷髮展,公司與核心客戶的合作程度進一步加深,與客戶共同研發的下一代新品已陸續出貨。通訊及移動網絡設備方面,公司持續緊跟數字經濟與AI發展的步伐,通過先進技術研發及產能佈局,出貨實現穩健成長,持續鞏固了在行業內的領先地位。

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