• <small id="xoo4b8r1"></small><noframes id="c503eram">

      <tfoot id="f82pxyga"></tfoot>
      • <bdo id="5f3i2fbu"></bdo><ul id="zfi25sr1"></ul>
      <i id="l78e0jzm"><tr id="uw94jdk4"><dt id="slvosfgi"><q id="lj90a656"><span id="b5bzn7kj"><b id="68tagttn"><form id="lwkmfkuz"><ins id="9q1ck6b5"></ins><ul id="6fpp3xz8"></ul><sub id="d8fsvbse"></sub></form><legend id="rvlhvsas"></legend><bdo id="2z0bcofi"><pre id="ehkkqjh3"><center id="xi0lrkbw"></center></pre></bdo></b><th id="ncnep6xa"></th></span></q></dt></tr></i><div id="3hu5wbes"><tfoot id="av19udym"></tfoot><dl id="ewm5tzjl"><fieldset id="ldfgm23v"></fieldset></dl></div>

      1. <legend id="24aluodm"><style id="u4smgzfz"><dir id="1yihl8cx"><q id="y9x0kb3u"></q></dir></style></legend>
      2. 万融配资网

        英特尔暂停供货,浪潮信息盘中一度跌停!浪潮集团刚刚回应:目前一切正常|英特尔

        摘要: 天天财经独家,速关注7月1日下午开盘,全球第三、国内第一大服务器供应商浪潮信息盘中跳水,一度触及跌停,有消息称,英特尔暂停对浪潮供货。英特尔随后表示只是暂停供货两周便可恢复 ...

        天天财经独家,速关注

        7月1日下午开盘,全球第三、国内第一大服务器供应商浪潮信息盘中跳水,一度触及跌停,有消息称,英特尔暂停对浪潮供货。

        英特尔随后表示只是暂停供货两周便可恢复,但足以敲响警钟。

        就英特尔停供浪潮集团事宜,浪潮集团相关负责人7月1日下午回应中国证券报记者:“浪潮目前一切正常,如了解相关情况联系英特尔”。

        根据浪潮信息2019年年报,英特尔是公司第一大供应商,采购额占比近四成。而除了英特尔的CPU,英伟达的GPU、希捷的存储硬盘都是浪潮的重要供应商。

        据了解,目前,国内华为鲲鹏、海光信息等厂商都正在大力推进服务器芯片的国产替代,运营商也已经开始集采全国产化的服务器产品。

        英特尔暂停向浪潮供货

        英特尔回应中国证券报记者表示:“英特尔需要根据美国相关法律对我们的供应链做出一些相应的调整,因而不得不临时性暂停对此客户的供货。这次临时性暂停预计两周以内,届时我们将恢复对此客户的供货。”

        因为浪潮集团被列入名单,浪潮信息6月29日已经大跌7.18%,今天,受英特尔暂停向浪潮信息供货消息影响,浪潮信息7月1日午后直线跳水,一度跌停。截至7月1日收盘,浪潮信息有所反弹,跌停打开,跌幅收窄至3.75%。

        英特尔的CPU、英伟达的GPU都是服务器的重要零部件。也因此,在浪潮信息2019年年报中,英特尔、英伟达分别是公司第一、第二大供应商。

        来源:浪潮信息公告

        2017年-2019年,浪潮信息向英特尔采购额分别达到73.23亿元、145.76亿元、178.96亿元,占其当年采购总额比重分别为29.94%、30.51%、37.53%,向英特尔的采购额不断攀升,占比也逐年提高。

        安信证券表示,根据其第一时间产业调研,英特尔并没有也不可能对其全球最大客户之一浪潮信息断供。近期,美国国防部清单对外披露,英特尔为了避免任何潜在法律风险、能长期为其全球最大客户之一浪潮信息供货,对供应链一些可能合规漏洞进行修缮,因而引发了“断供”恐慌,预计合规补漏工作一两周内完成,届时英特尔面向浪潮的供应链将更加稳定可靠。

        服务器需求景气向上 

        浪潮已大幅增加备货

        浪潮信息是中国最早的国产服务器品牌厂商之一,公司自2012年起进入高速成长期,根据Gartner数据,2019年,浪潮x86服务器市占率超10%,蝉联全球第三,并成为全球前五排名中增速最高的服务器厂商;在中国市场,浪潮x86服务器市占率超34%,稳坐第一。

        根据市场研究机构Gartner最新发布一季度数据,2020年一季度,浪潮占中国服务器市场37.6%的份额,位居第一,占全球9.6%的份额,位居第三。

        来源:Gartner

        在疫情推动在线化趋势以及新基建政策利好推进之下,浪潮信息2020年一季度业绩超预期,并根据下游需求增长加大了原材料备货。

        公司2020年一季度实现营业收入112.35亿元,同比增长15.9%,实现归母净利润1.36亿元,同比增长47.84%,实现扣非净利润1.15亿元,同比增长70.65%。

        多家券商行业研报均判断,服务器行业正迎来高景气发展阶段,仅从国内市场来看,“新基建”要着力发展云基础设施,阿里巴巴、腾讯均提出将向云基础设施领域投资数千亿元,与之对应,服务器需求预计也会有所大幅增长。

        浪潮信息已经大幅增加原材料备货。据了解,2020年一季度公司存货接近75亿元,较期初增加45.66%,同比增长78%,以充分应对下游需求的增长。

        服务器国产化之路早已开启

        服务器是数字经济的底层基础设施,芯片则是底层基础设施中的核心基底。经过多年发展,华为鲲鹏系列、海光Dhyana系列服务器芯片已经逐渐被下游采购,国产化服务器正在加速渗透。

        中国电信今年5月发布了2020年服务器集采招标,采购总需求5.6万台,其中英特尔CPU的服务器采购需求4.5万台,国产化CPU的服务器采购需求为1.1万台,占比20%,相比此前中国电信的服务器采购,国产化率显著提升。

        华西证券表示,在国家提倡国产化替代的情况下,采用自主研制的服务器和IT 技术服务将成为未来的潮流和趋势,运营商服务器集采名单预示着国产化道路正在快速推进。

        金牛基金经理、泓德基金投研总监王克玉做客中国证券报“金牛来了”直播间,还有粉丝福利等你拿!

        英文阅读:

        Every day finance and economics is exclusive, fast attention

        On July 1 afternoon open quotation, the whole world the 3rd, supplier of domestic the biggest serverTide informationDish in diving, touch for a time drop stop, the message says, intel suspends offerring money to tide.

        Intel expresses to just suspend two weeks offerring money subsequently recoverable, but enough rings noisy alarm bell.

        Stop with respect to Intel for tide group matters concerned, relevant controller responds to tide group on July 1 afternoon Chinese negotiable securities signs up for a reporter: "Wave is current everything is normal, if understand relevant situation,contact Intel " .

        According to tide information 2019 annals, intel is company the biggest supplier, purchase the forehead to occupy than nearly 4 into. And the CPU besides Intel, the memory hard disk of Ying Weida's GPU, rare nimble is the main supplier of tide.

        As we have learned, current, domestic China is the manufacturer such as roc, Hai Guangxin breath to be in what push server chip energetically is homebred replace, operation business also has begun collect to collect the whole nation to produce national server product.

        Intel suspends offerring money to tide

        Intel responds to Chinese negotiable securities to sign up for a reporter to express: "Intel needs a basis American relevant law supplies catenary to make a few corresponding adjustment to ours, consequently must provisionality suspends pair of this clients offer money. This provisionality suspends predicting two weeks of less than, at the appointed time we offer those who restore pair of this clients money. At the appointed time we offer those who restore pair of this clients money..

        Because tide group is included list, tide information had dropped greatly on June 29 7.18% , today, suffer Intel to suspend offerring goods news influence to tide information, tide information dived point-blank afternoon on July 1, drop for a time stop. Up to on July 1 closing quotation, tide information rebounds somewhat, drop stop open, drop close narrow to 3.75% .

        The GPU of the CPU of Intel, Ying Weida is the main component of the server. Also accordingly, in tide information annals is medium 2019, intel, Ying Weida is a company respectively the first, the 2nd big supplier.

        Origin: Tide news announcement

        2017 - 2019, tide information purchases the forehead to achieve 7.323 billion yuan respectively to Intel, forteen billion five hundred and seventy-six million yuan, seventeen billion eight hundred and ninety-six million yuan, occupy its to purchase amount proportion to be respectively in those days 29.94% , 30.51% , 37.53% , to Intel purchase the forehead to be climbed ceaselessly litre, occupy than also year after year rises.

        The negotiable securities that bring a letter expresses, according to its for a short while industrial survey, intel is done not have impossible also that tide information stops one of the biggest to its whole world clients for. The near future, detailed list of American department of defense is announced external, intel to avoid any potential law can risk, long-term for its whole world tide information offers one of the biggest clients goods, to supplying chain a few the likelihood adds up to compasses flaw to undertake reparative, caused consequently " break for " panicky, predict to add up to compasses filling leakage to work 9 finish inside week, at the appointed time the supply that Intel faces wave catenary general is more stable and reliable.

        Server demand boom up?

        Tide already increased stock up considerably

        Tide information is one of manufacturers of China's earliest homebred server brand, the company enters high speed to grow since 2012 period, according to Gartner data, 2019, tide X86 server city is occupied rate exceed 10% , continue to hold a title the whole world the 3rd, add in before making the whole world 5 ranks fast top server firm; In Chinese market, tide X86 server city is occupied rate exceed 34% , sit firmly the first.

        According to Gartner of market research organization newest release first quarter data, 2020 first quarter, tide takes Chinese server market the portion of 37.6% , rank the first, take the whole world the portion of 9.6% , rank 3.

        Origin: Gartner

        Drive in epidemic situation online it is good to turn trend and profit of policy of new capital construction advance under, outstanding achievement exceeded tide information first quarter 2020 anticipate, increased raw material stock up according to downstream demand growth.

        The company realized business income first quarter 2020 eleven billion two hundred and thirty-five million yuan, grow 15.9% compared to the same period, implementation puts in parent net profit 's charge 136 million yuan, grow 47.84% compared to the same period, implementation buckles blame net profit 115 million yuan, grow 70.65% compared to the same period.

        Course of study of commercial firm of much home certificate grinds the newspaper all is judged, server industry is greeting tall boom to develop level, look only from home market, "New capital construction " want exert oneself to develop the cloud infrastructure, alibaba, Tecent all puts forward to invest Xiangyun infrastructure domain 100 million yuan thousands of, to it corresponding, server demand predicts to also can grow considerably somewhat.

        Tide information has increased raw material stock up considerably. As we have learned, company goods in stock was close to 7.5 billion yuan first quarter 2020, relatively period increase first 45.66% , grow 78% compared to the same period, with answering the growth of downstream demand adequately.

        The server is homebred the way that change already open

        The server is the rock-bottom infrastructure of digital economy, chip is the core base in rock-bottom infrastructure. The course develops for years, china for roc chip of server of series of series, Hai Guang Dhyana has been purchased downstream gradually, homebred change a server to be being permeated quickly.

        Chinese telecommunication was released this year in May server collect collected invite public bidding 2020, purchase total demand 56 thousand, among them the server of Intel CPU purchases demand 45 thousand, homebred the server that changes CPU purchases demand to be 11 thousand, occupy than 20% , the server of telecommunication of the China before comparing this is purchased, homebred change lead remarkable promotion.

        China on the west negotiable securitiesExpress, advocate in the country homebred change the situation that replace to fall, the server that uses own development and IT technology service will make prospective tide and trend, collect collects operation business server list is adumbrative homebred change road to be being advanced quickly.

        Taurus fund manager, heart fund is cast grind negotiable securities of China of Wang Keyu be a guest signs up for chief inspector " Taurus came " between direct seeding, still welfare of vermicelli made from bean starch waits for you to take!

        留言与评论(共有 0 条评论)
           
        验证码:

        1. <small id="M3qsP"></small><noframes id="M3qsP">

            • <bdo id="M3qsP"></bdo><ul id="M3qsP"></ul>
            <i id="M3qsP"><tr id="M3qsP"><dt id="M3qsP"><q id="M3qsP"><span id="M3qsP"><b id="M3qsP"><form id="M3qsP"><ins id="M3qsP"></ins><ul id="M3qsP"></ul><sub id="M3qsP"></sub></form><legend id="M3qsP"></legend><bdo id="M3qsP"><pre id="M3qsP"><center id="M3qsP"></center></pre></bdo></b><th id="M3qsP"></th></span></q></dt></tr></i><div id="M3qsP"><tfoot id="M3qsP"></tfoot><dl id="M3qsP"><fieldset id="M3qsP"></fieldset></dl></div>
            <tfoot id="M3qsP"></tfoot>
            <legend id="M3qsP"><style id="M3qsP"><dir id="M3qsP"><q id="M3qsP"></q></dir></style></legend>