伟仕佳杰(00856)今日盘中股价大幅上涨5.58%，表现强劲。
消息面上，公司于盘前发布了2025年年度业绩，并举行了业绩说明会。财报显示，公司2025年实现营收976.26亿港元，同比增长9.59%；税后股东净利润达13.5亿港元，同比大幅增长28.7%。公司管理层将增长归因于人工智能热潮及电子产品普及带来的需求。此外，存储产品价格上涨对公司利润增长产生了积极影响，并帮助其成功拓展了To B市场新客户。更令市场关注的是，公司行政总裁李佳林给出了明确的未来业绩指引，预计未来三年净利润复合增长率约为20%。
具体业务方面，公司的消费电子业务同比增长18.9%，云计算业务增速更是达到29.1%，被视为重要增长曲线。同时，公司积极布局国产算力生态，并与华为、阿里云等头部厂商深化合作。在面向未来的AI浪潮中，公司也公布了全场景AI智能体产品“小龙虾”，展示了从硬件分销向全栈服务能力延伸的战略布局。这些积极的业务进展和清晰的增长前景，共同构成了推动股价上涨的主要动力。
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