研報掘金丨開源證券:中科曙光盈利能力顯著提升,維持“買入”評級
開源證券研報指出,中科曙光(603019.SH)24年實現歸母淨利潤19.11億元,同比增長4.10%。公司盈利能力顯著提升,全年銷售毛利率爲29.16%,同比提升2.9個百分點,主要由於公司全面梳理業務條線,重新規劃產品定位,調整營銷戰略,逐步減少競爭激烈且毛利偏低的項目,優化產銷管理,提升運營效率,實現降本增效。多年來公司旗下的曙光雲專注政企私有雲建設與運營,積極鑽研全棧的平臺自研與定製開發能力,在全國各地紮根生長,贏得了50+城市、2000+政企客戶的信賴。另外,公司正式發佈DeepAI深算智能引擎,打造端到端全棧AI 加速套件,助力各行業AI應用開發落地。考慮公司爲AI基礎設施領軍,維持“買入”評級。
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