计算机终端设备

Search documents
黄奕豪推两公司上市“功成身退” 锐捷网络业绩开门红市值382亿
Chang Jiang Shang Bao· 2025-04-14 00:00
Core Viewpoint - The impressive performance growth forecast for StarNet Ruijie (002396.SZ) and Ruijie Network (301165.SZ) has generated significant attention in the A-share market, largely attributed to founder Huang Yihua's vision and leadership [1][3]. Company Overview - Huang Yihua, born in 1961 in a tech family, founded Fujian Shida Computer Co., Ltd. in 1988 with 15 partners, achieving rapid growth from 16 people to 1.6 billion [4][5]. - The company transitioned to network equipment in 2000, rebranding as StarNet Ruijie in 2003, and successfully listed on the A-share market in 2010 [5][6]. - StarNet Ruijie invests heavily in R&D, with expenditures exceeding 10% of revenue annually from 2018 to 2021, totaling 53.52 million yuan in 2021 [6][7]. Market Performance - As of April 11, 2023, the combined market capitalization of StarNet Ruijie and Ruijie Network reached 49 billion yuan, with Ruijie Network valued at 38.199 billion yuan and StarNet Ruijie at 10.819 billion yuan [7][8]. - In 2023, StarNet Ruijie's net profit decreased by 26.36%, while revenue grew by 5.35%, with a further decline in net profit of 4.76% expected in 2024 [8][9]. Future Outlook - StarNet Ruijie anticipates a significant increase in net profit for Q1 2024, projecting a growth of 211.64% to 298.20% year-on-year, driven by the demand for AI computing and the growth of the internet data center market [8][9]. - Ruijie Network expects a substantial increase in net profit for Q1 2025, with projections indicating a year-on-year growth of 4142.15% to 5310.90% [9][10].