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  国内领先的云计算服务提供商优刻得(股票代码:688158)发布了其2024年度财务报告,数据显示公司在报告期内实现营收15.03亿元,同比下降0.81%;归属于母公司股东的净利润为-2.41亿元,同比减亏1.02亿元,显示出亏损收窄的积极信号。

  从具体业务表现来看,优刻得的主营业务毛利率较上年同期有所提升,达到18.86%。公有云业务作为公司的核心业务之一,本期收入达到7.61亿元,同比增长1.98%,毛利率为21.04%,较上年同期增加8.98个百分点。这一增长主要得益于计算类产品收入的增加以及成本资源整合优化带来的效益提升。混合云业务同样表现不俗,本期收入为5.25亿元,同比增长12.37%,毛利率为20.61%,较上年同期增加17.22个百分点。混合云毛利率的提升主要得益于机柜托管业务收入的增长,以及公司两个自建数据中心的逐步投产,有效提升了盈利性。

  在地区市场方面,华北和境外市场是公司收入占比前两名的地区。华北市场本期收入为5.86亿元,同比增长8.73%,毛利率为18.90%,较上年同期增加12.83个百分点。境外市场本期收入为2.66亿元,同比增长8.76%,毛利率为20.99%,较上年同期增加13.10个百分点。这些增长得益于公司资源优化整合措施的实施以及自建数据中心的投产使用。

  在研发投入方面,优刻得2024年的研发投入为1.89亿元,同比下降7.17%,占营业收入比重为12.58%,较上年减少0.86个百分点。尽管研发投入金额有所下降,但公司在技术创新方面仍取得了显著成果。报告期内,公司新增发明专利10项,累计持有发明专利104项、实用新型专利7项、外观设计专利1项。这些新增专利主要涉及高性能文件存储、GPU切卡技术等领域,为公司在AI算力平台和云计算服务中的技术创新提供了重要支撑。

  此外,优刻得还加强了国际化布局,全球可用区数量达到30个,覆盖22个地域,其中东南亚地区的覆盖全面度业内领先。公司在AIGC领域的持续投入也取得了初步成果,智能算力平台“孔明”、模型服务平台UModelVerse等产品的推出,满足了客户在深度学习和人工智能应用方面的需求。

  展望未来,优刻得将继续聚焦云计算和AI技术创新,优化业务结构,提高运营效率,努力实现盈利能力的提升。同时,公司也将加强国际化布局,拓展海外市场,为全球客户提供更加优质的云计算服务。

  注:本文结合AI生成,文中观点不构成投资建议,仅供参考。市场有风险,投资需谨慎。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  腾讯控股(00700)早盘上涨2.76%,现报484港元,成交额71.61亿港元。

  中金发布研报称,腾讯控股SPARK2025腾讯游戏发表4月22日举办,本次发表会共发布46款产品的最新动态,包含多款新游的测试信息。整体看,中金认为腾讯游戏2025年趋势仍然较好。2025年下半年国内游戏虽面临去年较高流水基数,但公司长青游戏内力深厚,新游有条不紊推进,预期腾讯游戏营收全年同比仍有望增10%。

  该行指出,除了新游以外,腾讯仍将自己的大部分精力聚焦在长青旗舰产品中,如《王者荣耀》、《和平精英》、《英雄联盟》IP、《穿越火线》IP、《地下城与勇士》IP等。根据SensorTower,中金计算腾讯2025年第一季度国内重点游戏流水年增率较快,其中《和平精英》同比涨幅最快,《王者荣耀》《穿越火线》等亦有不错的同比增长,《三角洲行动》环比增长较快,认为这证明腾讯聚焦长青游戏运作的能力。

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