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華勤技術(603296.SH):即便在面臨H20的不確定風險下,預計公司整體營收將維持20%以上的增長
格隆匯 04-16 15:35

格隆匯4月16日丨華勤技術(603296.SH)在互動平臺表示,(一)目前公司並未收到客戶訂單方面的變化通知,業務正常有序進行,產業鏈對於H20的不確定性預期從2024下半年開始形成,此次H20貿易管制,產業鏈已針對這類不確定性做了充分準備,公司判斷目前產業鏈庫存能夠支撐國內上半年度的正常出貨。(二)公司在數據業務上積累的跨平臺研發能力能夠保證公司在第一時間響應客戶的各產品需求。2024年公司已經在多元化的算力芯片平臺進行適配及測試等工作,保障能夠快速支撐客戶量產需求;同時,公司會跟蹤英偉達後續針對國內市場的產品計劃,將繼續發揮研發和供應鏈優勢,快速響應客戶需求。(三)國內算力需求目前處於持續的蓬勃發展中,公司作爲頭部互聯網廠商的核心供應商,將繼續發揮自身的核心優勢,獲得持續的份額及業績增長。數據業務已實現全棧產品(AI服務器、通用服務器、存儲服務器、高性能網絡交換機)的規模出貨,2025年在通用服務器、交換機也將實現快速增長。(四)面對當前的各類不確定性政策,公司將堅持數據業務的“雙輪驅動”戰略,在頭部互聯網市場獲得規模的快速增長和產品競爭力的持續領先,同時繼續開拓行業及渠道市場,通過跨平臺研發適配、高效運營及先進製造能力,即便在面臨H20的不確定風險下,公司仍然有信心,數據業務整體營收在2025年仍保持較大增長。(五)公司堅持3+N+3業務戰略,1+5+5的全球佈局,發揮ODMM的核心競爭力,公司對2025年全年業績充滿信心,在智能手機、筆電、穿戴、平板、AIoT等業務也都有較好的增長,即便在面臨H20的不確定風險下,預計公司整體營收將維持20%以上的增長。

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