Agent AI与Physical AI开启产业新周期顺网科技领跑边缘算力黄金赛道

全景网05-19 19:15

Agent AI与Physical AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力...

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AI开启产业新周期，顺网科技(300113)已在边缘算力与智能体领域深度布局，有望成为AI变革的核心受益标的。目前，公司正稳步推进算力云边缘机房布局建设，持续拓宽节点覆盖版图、精进算力调度效能，推动边缘算力资源扩容升级，并持续接入高性能显卡算力，充分适配各类AI及应用场景的算力需求。截至2026年第一季度末，顺网科技已建成超330个节点机房高效协同的分布式算力网络，服务终端规模近82万台，可运营算力规模达5.3万路。公司已构建起从技术研发、算力调度到场景落地的全链条服务体系，意味着公司算力云基础设施建设已落地见效，取得阶段性重要成果。AI范式切换的背后，是边缘算力赛道的高景气爆发。无论是智能Agent的实时自主决策，还是Physical AI与物理世界的交互控制，都需要低时延、本地化的边缘算力作为支撑。Fortune Business Insights研究指出，2025年全球边缘计算市场规模为186.4亿美元，预计将从2026年的256.3亿美元增长到2034年的2674.2亿美元，预测期内复合年增长率为34.10%。顺网科技已将行业红利转化为可落地的经营业绩，2026年第一季度，公司云业务实现营业收入3305.82万元；反观2025年全年，云业务营收为5489万元，2026年单季收入已超过2025年全年的六成，增长势能充分释放。同时从公司业绩规划来看，依据2026年限制性股票激励计划，顺网科技对云业务营收设定明确考核目标：2026年营收目标值3.2亿元、触发值2.4亿元，2027年目标值6.4亿元、触发值4.8亿元。以目标值口径测算，2026年云业务营收相较2025年将大幅增长482.98%，2027年营收规模更是在2026年基础上实现翻倍增长，成长空间具备高度确定性。在夯实算力规模优势的同时，顺网科技亦持续强化核心技术卡位与行业话语权。公司于5月14日在杭州联合举办以“光算协同以智赋网”为主题的全光毫秒算网算力服务解决方案发布会，携手行业生态伙伴及运营商，共同深耕云电竞、智慧教育、家庭算力、企业服务、校园及社区等多元算网应用场景，助力算网产业生态持续丰富迭代、提质升级。会上，公司正式发布《基于“毫秒算网”的云电竞及AI云电脑解决方案白皮书》，聚焦云电竞、AI云电脑两大核心赛道，推出具备商用落地能力、可规模化复制的算网融合整体方案，为全光算力网络从技术研发、模式创新迈向产业化实景落地，构筑了完备的实践路径与行业标杆。依托深厚的边缘算力布局优势，公司顺势推出AI云电脑产品，内置DeepSeek、通义千问等主流AI基础大模型，一站式集成图像生成、视频创作、音乐制作、编程辅助、OpenClaw等热门ai应用。用户无需额外购置高端硬件、也无需复杂环境部署，即可低成本、高效率拥有云端版AI一体机，大幅降低了内容创作者与AI从业者的使用门槛及入局成本。国海证券研报指出，顺网科技核心竞争优势稳固，公司深耕电竞服务领域，已于2025年完成云业务基础建设，正式进入商业模式深化与规模加速阶段，云业务有望在2026年起逐步贡献收入增量；传统电竞及泛娱乐业务提供稳定现金流基础，公司主动削减低毛利增值业务、聚焦高毛利主业的结构调整已在2025年得到验证，且2026Q1公司毛利率继续大幅提升，收入结构持续优化。当前AI产业正处在从生成式AI向Agent AI、Physical AI迭代跃迁的关键拐点，边缘算力已然成为本轮产业变革的核心刚需与底层支撑。顺网科技前瞻布局、率先建成规模化分布式边缘算力网络，在节点覆盖、算力储备、服务终端规模上构筑起深厚行业壁垒，长期成长逻辑清晰、确定性充足。公司深度绑定边缘计算高景气赛道，全面受益ai应用落地爆发红利，有望充分乘势Agent AI与Physical AI产业发展浪潮，迎来业绩与估值共振向上的戴维斯双击行情。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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Agent AI与Physical AI开启产业新周期 顺网科技领跑边缘算力黄金赛道

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Agent AI与Physical AI开启产业新周期顺网科技领跑边缘算力黄金赛道