港股异动 | 浪潮数字科技(00596)涨近9% 公司云服务业务增长势头显著 海岳商业AI落地场景较年初更丰富

智通财经
Sep 10

智通财经APP获悉,浪潮数字科技(00596)涨近9%,截至发稿,涨8.36%,报10.5港元,成交额7001.16万港元。

第一上海发布研报称,浪潮数字科技2025上半年实现收入43.4亿元,同比增长4.9%。毛利率23.4%,同比上升1.4个百分点。归母净利润为1.83亿元,同比增长73.3%,主要是由于云服务业务由亏转盈,以及软件业务分部经营利润较去年同期增长6.22%2025年上半年,云服务业务增长势头显著,实现收入12.7亿元,同比增幅30%。云业务在营业收入中的占比已连续4年提升,今年中期首次突破50%,达到52%,且其增速始终稳定在30%以上。展望未来3-5年,该业务预计将保持20%以上的增长态势。

开源证券表示,自公司实行“AI First”战略以来,AI业务发展已出具成效,目前公司海岳商业AI已覆盖10+领域,具备100+开箱即用的智能体,入选IDC工业、财务、人力、企业级AI Agent代表厂商,并已经落地如智能招采、财务共享中心、医药行业智能化升级、盐化工智控等标杆项目,落地场景较年初更为丰富。与友商相比,该行认为浪潮的优势在于聚焦垂类agent,中大型国央企市场尽管项目制居多,但亦可根据垂类数据进行更深度的模型训练与应用,实现数据的飞轮效应。

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