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嘉利国际盘中涨超13% 所接AI企业伺服器机壳订单准备量产
Xin Lang Cai Jing· 2026-01-23 02:23
嘉利国际(01050)盘中涨超13%,截至发稿,股价上涨9.54%,现报2.64港元,成交额1131.38万港元。 1月22日晚,嘉利国际公布,自2025年第三季起,集团已接获一家人工智能领先企业的伺服器机壳订 单,该订单已完成机壳设计开发,且通过客户样品验证,并准备进入量产。与此同时,集团亦成功获取 该客户新一代人工智能架构的设计及其样板需求,其中包括网络交换器机箱及人工智能运算机箱,以及 伺服器机架,并预计于2026年内陆续交付。 1月22日晚,嘉利国际公布,自2025年第三季起,集团已接获一家人工智能领先企业的伺服器机壳订 单,该订单已完成机壳设计开发,且通过客户样品验证,并准备进入量产。与此同时,集团亦成功获取 该客户新一代人工智能架构的设计及其样板需求,其中包括网络交换器机箱及人工智能运算机箱,以及 伺服器机架,并预计于2026年内陆续交付。 ASIC(专用集成电路)客户的进展方面,集团于2025年第三季开始量产,并于2025年下半年迅速提升 ASIC相关伺服器机壳的交付量,该ASIC机壳的最终客户为一家美国领先科技企业。公司预计2026年全 年客户对中国和泰国工厂生产产能维持强劲需求。此外,集团于 ...
嘉利国际获AI巨头服务器机壳订单 ASIC业务量产提速
Xin Lang Cai Jing· 2026-01-23 00:04
嘉利国际(01050)发布公告,自2025年第三季起,集团已接获一家人工智能领先企业的伺服器机壳订 单,该订单已完成机壳设计开发,且通过客户样品验证,并准备进入量产。与此同时,集团亦成功获取 该客户新一代人工智能架构的设计及其样板需求,其中包括网络交换器机箱及人工智能运算机箱,以及 伺服器机架,并预计于2026年内陆续交付。该等举措展现了公司久经考验的专业能力,能够提供客户次 世代人工智能平台结构的完整机械解决方案。 ASIC(专用集成电路)客户的进展方面,集团于2025年第三季开始量产,并于2025年下半年迅速提升 ASIC相关伺服器机壳的交付量,该ASIC机壳的最终客户为一家美国领先科技企业。公司预计2026年全 年客户对中国和泰国工厂生产产能维持强劲需求。此外,集团于泰国自购土地新生产基地的建设工程已 正式启动,预计首阶段生产设备将于本年底投入使用。集团持续改善国内及泰国生产基地的运转效率, 以满足现有及新客户快速增长的订单需求。 责任编辑:卢昱君 ASIC(专用集成电路)客户的进展方面,集团于2025年第三季开始量产,并于2025年下半年迅速提升 ASIC相关伺服器机壳的交付量,该ASIC机壳的最终客 ...
嘉利国际(01050)获AI巨头服务器机壳订单 ASIC业务量产提速 泰国新基地启动建设
智通财经网· 2026-01-22 15:03
智通财经APP讯,嘉利国际(01050)发布公告,自2025年第三季起,集团已接获一家人工智能领先企业的 伺服器机壳订单,该订单已完成机壳设计开发,且通过客户样品验证,并准备进入量产。与此同时,集 团亦成功获取该客户新一代人工智能架构的设计及其样板需求,其中包括网络交换器机箱及人工智能运 算机箱,以及伺服器机架,并预计于2026年内陆续交付。该等举措展现了公司久经考验的专业能力,能 够提供客户次世代人工智能平台结构的完整机械解决方案。 ASIC(专用集成电路)客户的进展方面,集团于2025年第三季开始量产,并于2025年下半年迅速提升 ASIC相关伺服器机壳的交付量,该ASIC机壳的最终客户为一家美国领先科技企业。公司预计2026年全 年客户对中国和泰国工厂生产产能维持强劲需求。此外,集团于泰国自购土地新生产基地的建设工程已 正式启动,预计首阶段生产设备将于本年底投入使用。集团持续改善国内及泰国生产基地的运转效率, 以满足现有及新客户快速增长的订单需求。 ...
嘉利国际(01050.HK)接获一家人工智能领先企业的伺服器机壳订单,订单已通过客户样品验证并准备进入量产
Ge Long Hui· 2026-01-22 15:01
Core Viewpoint - The company has secured significant orders from a leading artificial intelligence enterprise, indicating strong demand for its server chassis and related products, which are set to enter mass production by Q3 2025 [1] Group 1: AI Server Chassis Orders - The company has received an order for server chassis from a leading AI firm, with design development completed and customer sample validation achieved, ready for mass production starting in Q3 2025 [1] - The company has also obtained design and sample requirements for the client's next-generation AI architecture, including network switch chassis and AI computing chassis, with deliveries expected throughout 2026 [1] Group 2: ASIC Client Progress - The company will begin mass production of ASIC-related server chassis in Q3 2025, with a rapid increase in delivery volume anticipated in the second half of 2025, targeting a leading US technology firm as the end customer [1] - Strong demand for production capacity from clients in China and Thailand is expected to continue throughout 2026 [1] Group 3: Production Capacity Expansion - The construction of a new production base in Thailand has officially commenced, with the first phase of production equipment expected to be operational by the end of this year [1] - The company is focused on improving operational efficiency at its domestic and Thai production bases to meet the rapidly growing order demands from existing and new clients [1]
港股异动 嘉利国际(01050)再涨超4% 中期收入同比增长5.4% 伺服器机壳业务毛利改善
Jin Rong Jie· 2025-11-28 05:09
Core Viewpoint - Jiali International (01050) reported a revenue increase of 5.4% year-on-year, reaching HKD 1.609 billion, while net profit remained stable at HKD 102 million, impacted by a net loss of approximately HKD 39.35 million from non-operating activities and property investments [1] Financial Performance - Revenue for the six months ending September 30, 2025, was HKD 1.609 billion, reflecting a year-on-year growth of 5.4% [1] - Net profit stood at HKD 102 million, unchanged from the previous year, which included a net loss of approximately HKD 39.35 million from non-operating activities [1] - Excluding one-time items, profit attributable to equity holders was approximately HKD 141 million, representing a 39% increase compared to the same period last year [1] Business Developments - The increase in profit was primarily driven by improved gross margins in the server chassis (general and AI) business [1] - The company successfully became a supplier for NVIDIA's server chassis and cabinet components, delivering multiple prototype products to support NVIDIA's AI server platform and data center deployment [1] - The company has begun delivering server products related to Application-Specific Integrated Circuits (ASIC), marking a significant milestone in entering the core supply chain for AI servers and laying the groundwork for future order growth [1]
嘉利国际再涨超4% 中期收入同比增长5.4% 伺服器机壳业务毛利改善
Zhi Tong Cai Jing· 2025-11-28 04:03
Core Viewpoint - 嘉利国际's stock has increased by over 4%, currently trading at 2.85 HKD, with a trading volume of 8.4375 million HKD [1] Financial Performance - For the six months ending September 30, 2025, 嘉利国际 reported revenue of 1.609 billion HKD, a year-on-year increase of 5.4% [1] - The net profit stood at 102 million HKD, remaining flat compared to the same period last year, which includes a net loss of approximately 39.352 million HKD from a non-operating project and property investment disposal [1] - Excluding one-time items, the profit attributable to equity holders was approximately 141 million HKD, representing a 39% increase compared to the previous year [1] Business Developments - The increase in profit is primarily attributed to improved gross margins in the server chassis (general and AI) business [1] - 嘉利国际 has been included in Nvidia's list of suppliers for server chassis and cabinet components, successfully delivering multiple prototype products to support Nvidia's AI server platform and data center deployment [1] - The company has commenced deliveries of its application-specific integrated circuit (ASIC) related server products, marking a significant milestone in entering the core supply chain for AI servers, which is expected to drive future order growth [1]