高铁信息化
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广脉科技股权激励目标明确 算力业务成增长新引擎
Jing Ji Guan Cha Wang· 2026-02-14 01:39
公司在2025年11月的投资者调研中表示,未来将重点拓展高铁信息化与算力服务业务,包括5G新基 建、ICT行业应用等领域,以优化业务结构。具体进展如算力服务项目的落地和高铁专网订单的执行值 得关注。 业务与技术发展 公司通过成立子公司(如浙江广脉智算科技有限公司)和合作(如与上海燧原科技签约)积极布局算力服 务,2025年前三季度资产运营服务收入同比增长30.07%,主要源于算力运营增长。后续项目推进可能 带来业务动态。 业绩经营情况 公司于2025年9月23日发布股权激励计划,设定了2026年营业收入较2025年增长率不低于20%的考核目 标。这将是2026年财务表现的一个关键观察点。 业务进展情况 经济观察网广脉科技近期发布股权激励计划,并重点布局高铁信息化与算力服务业务,业务结构持续优 化。 以上内容基于公开资料整理,不构成投资建议。 ...
北交所万里行|杭州首家北交所企业广脉科技扎根通信进军算力
Xin Jing Bao· 2025-11-14 07:56
Core Viewpoint - Guangmai Technology, based in Hangzhou, is a leading information and communication technology service provider and the first company listed on the Beijing Stock Exchange, focusing on technological innovation and R&D investment [2][4]. Group 1: Business Strategy and Development - The company adopts a "data intelligence leading" strategy, focusing on 5G infrastructure, ICT industry applications, and high-speed rail information technology [4][5]. - In recent years, the ICT application business has shifted from smart city solutions to information security, computing power services, and AI applications [4][5]. - Guangmai Technology has entered the computing power service sector, developing a complete ecosystem from infrastructure to operational services and vertical AI application platforms [5]. Group 2: R&D and Innovation - The company has recently obtained five invention patents and two utility model patents, focusing on computing power efficiency and intelligent management [5]. - Future R&D will emphasize low-altitude network upgrades and AI integration in high-speed rail products, aiming to provide integrated solutions of "services + products + platforms" [5][9]. Group 3: Impact of Listing on Business - Listing on the Beijing Stock Exchange has significantly enhanced the company's brand reputation and customer recognition, leading to improved credit ratings and financing conditions [7][8]. - The company has implemented a stable dividend policy since its listing, including a capital reserve transfer and cash dividend in 2023 [8]. Group 4: Future Outlook - The company plans to deepen its existing business in 5G infrastructure, ICT applications, high-speed rail information technology, and full-stack intelligent computing services [9]. - Strategic expansion through mergers and acquisitions is also on the agenda to establish a second growth curve [9].