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南威軟件(603636.SH):與華爲緊密攜手,共同開拓國內外市場

格隆匯7月28日丨南威軟件(603636.SH)在投資者互動平臺表示,公司與華爲緊密攜手,共同開拓國內外市場,產品已在東南亞、中東及中亞等多國完成試點部署。2025年3月MWC25巴塞羅那期間,公司與華爲、科大訊飛聯合發佈基於開源大模型的智慧政務服務解決方案,展示Super APP整合40項服務的全球實踐;同月,公司在華爲中國合作夥伴大會上聯合發佈“智啓大模型一體機”;4月,在華爲雲生態大會上公司獲“年度熱銷獎”與“最佳出海獎”;6月,公司受邀出席華爲開發者大會(HDC 2025)雲商店KooGallery出海論壇並發表主題演講,展示南威大模型推理機與智啓平臺;7月,公司受邀參加華爲雲新加坡峯會,展示與華爲雲共建的統一服務平臺,助力新加坡“智慧國”戰略。公司三款核心AI數字政府產品:南威通用DeepSeek推理機、南威智啓智能體平臺及Smart Activation(雲服務版)同步上架華爲雲商店。未來,公司將繼續深化與華爲雲的戰略合作,充分藉助華爲雲商店的全球平臺優勢、豐富的資源以及強大的生態,持續打磨更具國際競爭力的雲化產品和解決方案,把“中國經驗”快速複製到更多國家和地區。由於公司海外項目多屬國家級平臺項目,因此合同轉化週期相對較長。隨着海外訂單的逐步落地,海外業務將成爲公司新的業績增長點。

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