浪潮信息2024年一季度报信息整理
梳理:
业绩快速提升。2024年Q1,公司实现归母净利润3.06亿元,同比增长64.39%,主要系主要系客户需求增加,服务器销售增长所致。一季度产生经营活动净现金流-34.85亿元,同比减少34.28亿元,主要系本期业务规模扩大,采购付款增多所致。合同负债较期初增加
116.47%,主要系预收客户货款增多所致。
费用率持续优化。2024年Q1公司实现毛利率8.08%,同比降低4.60pcts。整体费用率5.85%,同比下降6.00pcts;销售/管理/研发费用率分别为1.53%/0.72%/3.59%,同比变动-0.84/-0.90/-3.22pcts。
持续布局AI领域。在IPF2024上,浪潮信息发布专门面向生成式AI的国内首款基于NVIDIA
Spectrum-X平台打造的以太网交换机X400,吞吐量达业界最高的51.2T,较上一代产品提升了4倍,比传统的RoCE网络性能提升了1.6倍,为大规模算力提供领先的AI网络性能。在算法层面,浪潮信息做了大量的并行优化,降低了对带宽的依赖,让整个平台效率提升了33%。
$浪潮信息(SZ000977)$ $中科曙光(SH603019)$ $紫光股份(SZ000938)$
梳理:
业绩快速提升。2024年Q1,公司实现归母净利润3.06亿元,同比增长64.39%,主要系主要系客户需求增加,服务器销售增长所致。一季度产生经营活动净现金流-34.85亿元,同比减少34.28亿元,主要系本期业务规模扩大,采购付款增多所致。合同负债较期初增加
116.47%,主要系预收客户货款增多所致。
费用率持续优化。2024年Q1公司实现毛利率8.08%,同比降低4.60pcts。整体费用率5.85%,同比下降6.00pcts;销售/管理/研发费用率分别为1.53%/0.72%/3.59%,同比变动-0.84/-0.90/-3.22pcts。
持续布局AI领域。在IPF2024上,浪潮信息发布专门面向生成式AI的国内首款基于NVIDIA
Spectrum-X平台打造的以太网交换机X400,吞吐量达业界最高的51.2T,较上一代产品提升了4倍,比传统的RoCE网络性能提升了1.6倍,为大规模算力提供领先的AI网络性能。在算法层面,浪潮信息做了大量的并行优化,降低了对带宽的依赖,让整个平台效率提升了33%。
$浪潮信息(SZ000977)$ $中科曙光(SH603019)$ $紫光股份(SZ000938)$
巴菲特:诚然,有些人利用负债得以致富。殊不知,这也是一条返贫之路。当杠杆发挥作用时,它会放大你的收益。你的配偶认为你很聪明,而你的邻居会嫉妒你。但杠杆会让人上瘾。一旦从中尝到甜头,很少有人会转而采取更保守的做法。正如我们在三年级时所学到的,任何一系列正数,无论数字多么令人印象深刻,只要乘以一个零,就会顷刻间灰飞烟灭,有些人在2008年又重温了这一课。历史告诉我们,即便使用杠杆的人非常聪明,最后也难逃归零的宿命。(2010年)
巴菲特原文:Unquestionably, some people have become very rich through the use of borrowed money. However, that’s also been a way to get very poor. When leverage works, it magnifies your gains. Your spouse thinks you’re clever, and your neighbors get envious. But leverage is addictive. Once having profited from its wonders, very few people retreat to more conservative practices. And as we all learned in third grade — and some relearned in 2008 — any series of positive numbers, however impressive the numbers may be, evaporates when multiplied by a single zero. History tells us that leverage all too often produces zeroes, even when it is employed by very smart people.(2010)
释义:1.“magnifies”意为“放大”;
2.“envious”意为“嫉妒”;
3.“addictive”意为“上瘾的”;
4.“evaporates”意为“蒸发”、“消失”。
巴菲特原文:Unquestionably, some people have become very rich through the use of borrowed money. However, that’s also been a way to get very poor. When leverage works, it magnifies your gains. Your spouse thinks you’re clever, and your neighbors get envious. But leverage is addictive. Once having profited from its wonders, very few people retreat to more conservative practices. And as we all learned in third grade — and some relearned in 2008 — any series of positive numbers, however impressive the numbers may be, evaporates when multiplied by a single zero. History tells us that leverage all too often produces zeroes, even when it is employed by very smart people.(2010)
释义:1.“magnifies”意为“放大”;
2.“envious”意为“嫉妒”;
3.“addictive”意为“上瘾的”;
4.“evaporates”意为“蒸发”、“消失”。
#ISPN医学英语每日十词[超话]#
[加油]DAY95 每日十词之眼耳系统词汇(四)
①blepharochalasis /blefərəu'kæləsis/ 眼睑松弛症
②blepharoptosis /,blefərə'tɔsis/ 眼睑下垂
③blepharospasm/'blɛfəro,spæzəm/ 眼睑痉挛
④conjunctivitis /kən,dʒʌŋktɪ'vaɪtɪs/ 结膜炎
⑤corneal /'kɔ:niəl/ 角膜的
⑥cycloplegia /,saɪklə'plidʒɪə/ 睫状肌麻痹
⑦dacryorrhea/,dækrɪə'riːə/流泪症
⑧diplopia/dɪ'plopɪə/ 复视
⑨ectropion/ɛk'tropɪən/ 睑外翻
⑩emmetropia /,emə'trəʊpɪə/正视眼
[加油]DAY95 每日十词之眼耳系统词汇(四)
①blepharochalasis /blefərəu'kæləsis/ 眼睑松弛症
②blepharoptosis /,blefərə'tɔsis/ 眼睑下垂
③blepharospasm/'blɛfəro,spæzəm/ 眼睑痉挛
④conjunctivitis /kən,dʒʌŋktɪ'vaɪtɪs/ 结膜炎
⑤corneal /'kɔ:niəl/ 角膜的
⑥cycloplegia /,saɪklə'plidʒɪə/ 睫状肌麻痹
⑦dacryorrhea/,dækrɪə'riːə/流泪症
⑧diplopia/dɪ'plopɪə/ 复视
⑨ectropion/ɛk'tropɪən/ 睑外翻
⑩emmetropia /,emə'trəʊpɪə/正视眼
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