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浪潮数字企业涨近6%再破顶 预计上半年纯利最多1.9亿元 公司背靠浪潮集团
Zhi Tong Cai Jing· 2025-08-01 03:12
Core Viewpoint - Inspur Digital Enterprise (00596) has seen a significant increase in stock price, reaching a historical high due to strong expected profit growth driven by cloud service transformation [1] Group 1: Company Performance - Inspur Digital Enterprise anticipates a net profit attributable to shareholders of approximately 180 to 190 million RMB for the first half of the year, primarily due to substantial growth and profitability in its cloud services business [1] - The company is recognized as a comprehensive ERP provider in China, leveraging its extensive industry experience and knowledge to enhance its cloud transformation efforts, leading to improved operational and profit quality [1] Group 2: Market Environment - The National Cyberspace Administration of China has raised security concerns regarding NVIDIA's H20 computing chip vulnerabilities, indicating a push towards technological self-sufficiency and supply chain control amid external uncertainties and tech sanctions [1] - The State-owned Assets Supervision and Administration Commission (SASAC) has mandated that all central enterprises achieve secure and credible information system replacements by the end of 2027, further emphasizing the need for domestic technology solutions [1]