研报掘金丨中邮证券：维持申昊科技“增持”评级，签约算力中心大订单

格隆汇07-03

中邮证券研报指出，申昊科技签约算力中心大订单，有望开启新增长曲线。运维人员全周期运维服务费用为8.40亿元将采用净额法核算收入，该合同占公司最近一个会计年度经审计主营业务收入100%以上且绝对金额超过2亿元。此次智算中心大订单，叠加前期与中航信柏润1亿元算力中心智能运维机器人框架采购协议，标志着相关业务逐步进入规模化落地阶段，有望打造新增长曲线。国家电网集中采购各类具身智能设备，向“自主化”运维...

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