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星网锐捷2024年度业绩说明会问答实录
Quan Jing Wang· 2025-04-24 07:39
2025年04月23日,星网锐捷2024年度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有董事 长阮加勇、副总经理、财务总监、董事会秘书李怀宇、独立董事谢帮生。 根据全景数据后台统计,在今天的交流过程中,来自全国多个省、市地区的投资者共向上市公司提问13 个,公司嘉宾共回答问题13个,答复率100.00%,充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录: 1、问:如何看待新兴技术,如人工智能和区块链,在智能通讯和娱乐领域的应用,并计划如何利用这 些技术?【征集问题】 回答:尊敬的投资者您好,星网锐捷作为国内领先的ict基础设施和ai应用服务商,近年来持续加强在在 以数据中心交换机、光通信设备为代表的网络通信基础设施,以及信创产业、数字文娱、智慧空间、智 能制造等业务创新。公司在AI基础设施和AI应用方面提供产品和相应的解决方案。公司密切关注与公 司主营业务相关技术及应用领域的发展及应用,同时根据自身的实际情况制定相应的发展战略。谢谢您 的关注。 2、问:领导,您好!我来自四川大决策请问:公司在 AI 与现有业务融合,有哪些新的布局和举措? 【征集问题】 回答:公司提出了"一体三翼四引 ...
星网锐捷(002396) - 2025年4月23日投资者关系活动记录表(2024年度业绩网上说明会)
2025-04-23 09:46
Group 1: Business Strategy and Innovations - The company has proposed a development strategy called "One Body, Three Wings, and Four Engines," aiming to become a world-class ICT infrastructure and AI application solution provider, targeting to be among the top three in the ICT infrastructure sector [1] - The company is focusing on AI integration, with plans to launch AI-related applications and establish its own industry model platform [1] - The "AIGC Quantitative Analysis Platform" advanced to the finals of the 2025 Digital China Innovation Competition, showcasing the company's commitment to AI innovation [1] Group 2: Supply Chain Management - The company has implemented a strict supplier evaluation and management system, utilizing a diversified procurement strategy to reduce reliance on single suppliers, ensuring procurement stability [2] - Current chip tariff issues have minimal impact on the company [2] Group 3: Market Performance and Financials - In 2024, the company achieved a total revenue of ¥16,758,313,911.83, a year-on-year increase of 5.35% [10] - Operating profit reached ¥550,614,854.80, reflecting a growth of 22.53% compared to the previous year [10] - Total profit amounted to ¥569,171,945.32, marking a 23.96% increase year-on-year, while net profit attributable to shareholders decreased by 4.76% to ¥404,620,959.25 [10] Group 4: Customer Base and Market Position - The company's network equipment products are widely used across various sectors, including government, telecommunications, finance, education, healthcare, and manufacturing [3] - According to IDC data, the company ranks first in market share for Ethernet switches in the domestic internet, education, and retail sectors, and also leads in data center switch market share in the internet and electronics manufacturing industries [3] Group 5: Future Growth Drivers - The company identifies AI integration, innovation in the trust-based industry, digital entertainment, smart spaces, and intelligent manufacturing as key drivers for future profit growth [5] - The company is closely monitoring emerging technologies like AI and blockchain to enhance its offerings in smart communications and entertainment [6]