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研報掘金丨民生證券:星網銳捷Q2淨利潤同環比高增,維持“推薦”評級

民生證券研報指出,星網銳捷預計H1實現歸母淨利潤1.8億元–2.4億元,同比增長43.8%-91.8%;單Q2公司預計實現歸母淨利潤1.4億元–2.0億元,同比增長41.4%-91.8%,環比增長227.3%-369.8%。互聯網數據中心交換機加速交付疊加經營改善,Q2淨利潤同環比高增。公司持續推進“ICT基礎設施與AI應用方案”核心戰略,旗下升騰資訊深耕金融和信創領域,以“信創+AI”產品創新爲驅動,加快場景化方案升級,積極探索多元AI應用場景;星網視易在元宇宙領域佈局,報告期內,發佈“影樓數字影棚”解決方案,通過自研高清投影+元宇宙融合技術+專用光學幕布構建動態數字空間,打造聲光電一體化的沉浸式創作空間;藉助DeepSeek打造AI+KTV系統,升級語音交互、金句樂評等功能。公司數通交換機需求強勁,且發力元宇宙、視聯網、智慧空間、智能支付等全場景AI應用方案,打開成長空間。維持“推薦”評級。

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