Workflow
动态点评:国产服务器厂商强强联合,智算服务与智能家居协同发展

Investment Rating - The report maintains a "Buy" rating for the company [2]. Core Viewpoints - The company is investing 1 million to acquire Xinjiang Hengsheng Zhican Communication Technology Co., Ltd., which has signed a procurement contract worth approximately 400 million for high-end computing servers and networking accessories with Nanjing Kunqian Computer Technology Co., Ltd. [1][3] - The collaboration with Nanjing Kunqian, a mature domestic server manufacturer, is expected to enhance the company's intelligent computing business and support the digital transformation across various industries [3]. - The high-end computing server procurement is anticipated to meet the future computing needs of the smart home sector, thereby accelerating the rollout of smart home products and enhancing brand image [3]. Financial Projections - The company forecasts revenues of 82.12 billion, 96.13 billion, and 111.50 billion for the years 2023, 2024, and 2025, respectively, with corresponding net profits of 4.61 billion, 5.71 billion, and 6.70 billion [14]. - The projected earnings per share (EPS) for 2023, 2024, and 2025 are 3.31, 4.11, and 4.81, respectively, with price-to-earnings (P/E) ratios of 13.45, 10.86, and 9.26 [14][15].