研報掘金丨東莞證券:浪潮信息業績實現高增長,存貨、合同負債印證公司訂單充足
東莞證券研報指出,浪潮信息(000977.SH)24年歸母淨利潤22.92億元,同比增長28.55%,業績實現高增長。2024年,公司持續聚焦雲計算、大數據、人工智能爲代表的智慧計算領域。根據Gartner、IDC發佈的最新數據,公司服務器、存儲產品市場佔有率持續保持全球前列。截至2024年底,公司存貨金額達到406.33億元,相較年初增長112.58%;合同負債金額高達113.07億元,相較於年初大幅增長491.17%,兩項指標印證公司訂單充足。公司作爲國內服務器龍頭廠商,有望持續受益於人工智能產業的發展。預計公司2025-2026年EPS分別爲2.14和2.64元,對應PE分別爲21和17倍。
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