?½ä¿¡ä¸??½ç?µä¿¡(601728.SH) è´¢æ?¥ç?¹è?:?¨é?¢å??½ä??¹æ?°è½¬ï¼?2023å¹´ä?ä¸??¡æ?¶å?¥ç??????äº?/p>

????2022å¹´å??????©æ¶¦å¢???2.5ï¼???????2å¹´æ?¶å??750亿å??ï¼???æ¯?å¢???.4ï¼?ï¼??¶ä¸­???¡æ?¶å??349亿å??ï¼???æ¯?å¢???.0ï¼?ï¼?EBITDA ä¸?304亿å??ï¼???æ¯?å¢???.2ï¼?ï¼????©æ¶¦ä¸?76亿å??ï¼???æ¯?å¢???.3ï¼?ï¼??¥å????1å¹´å?ºå??????¸æ?¶ç??ï¼???????©æ¶¦??æ¯?å¢???2.5ï¼?ï¼?ROEï¼?å¹³å??ï¼?6.4ï¼?ï¼???æ¯?å¢???0.1pct??22å¹?4?¥æ??171亿å??ï¼???æ¯?å¢???.8ï¼???å½?æ¯????©æ¶¦30.5亿å??ï¼???æ¯?å¢???16.2ï¼???

?????¶å?¥ç?:1ï¼??ºç?ä¸??¡ç¨³æ­¥å??å±?ï¼???æ¯?å¢???ï¼???5G?¨æ?·æ???????æ¯?????18.1pctè¾¾å??8.5ï¼?ï¼???为移?¨é??ä¿¡æ???¡ä¸»è¦?å¢??¿é©±?¨å??ï¼?移å?¨é??ä¿¡æ???¡æ?¶å??910亿å??ï¼???æ¯?å¢???.7ï¼????ºæ?§å?åº??¶å?¥å??æ¯?å¢???1ï¼?ï¼???为å?ºç??¶å?¥å??¿ï???æ¯?å¢???.4ï¼?ï¼?主è?驱å?¨å????2ï¼?产ä??°å???ä¸??¡å??æ¯?å¢???9.7ï¼?ï¼?äº?ä¸??¡æ?¶å?¥æ??ç»?¿»????产ä??°å???ä¸??¡æ???¨æ???¡å??¿è´¡??.7pctï¼????¡å???pctï¼?ï¼?22å¹´å???????¶å?¥æ?è¾?7ï¼?ï¼??¶ä¸­å¤©ç¿¼äº??¥æ?¶å??æ¯?å¢???08ï¼?ï¼?ä¸?å¸???????ç»???????????ä¸?ï¼????22Q3??IDC?°æ???IaaS份é?11.6ï¼?ï¼?IaaS+Paas份é?10ï¼???????DC?ºæ?¶æ?°å·²è¾¾å??1.3ä¸??¶ï?ç®???è¾?.8EFLOPSï¼???æ¯?????81ï¼???

?????????ï¼???ç»???大ç???????¥ï?22å¹´è?????????é¢?????????2å¹´ç????????05亿å??ï¼???æ¯?å¢???2ï¼?ï¼????¶é??????管ç??è´¹ç?¨ç????ç»????ï¼???æ¯???????å°?0.7pct/0.4pct??22å¹´è??????25.3亿å??ï¼?ä½?äº???è§???930亿å????

????23å¹´å??大产ä¸??°å??????¥ï?????äº???AI??å®??¨ç?ä¸??¡å??¿å?¨è?½ã?????¸è???32年产ä¸??°å?????èµ???æ¯?å¢???0ï¼???80亿å???????¸ç§¯????????äº?ç½??½å??åº?åº?è¡?ä¸?åº??¨å¹³?°â??深度??????产ä??°å??????¡å¤§å¹³å?°ï?为å??è¡??¾ä???ä¾??°å????´ä?解å?³æ?¹æ???23å¹´å???¸è???å®??°ä?ä¸??¡æ?¶å?¥è???亿å??ï¼?并已?ºæ??ä¸??½ç?µå???ä¸??½ç?µç???ä¸??½è?????ä¸??½å?½æ?°ç?å¤???±å??????é¦?ä¸??½è???管ä????¡ï?天翼äº?è¿?? 4.0 ?¨é?¢å???¨é?¶æ???23å¹´å???¸è???ç®???ï¼?äº?èµ?æº?æ±?ï¼?????95亿å??ï¼?è¾?.2EFLOPSï¼?ï¼?建è???çº?Iç®???ä¸??°ï?è¦???è¶???ä¸?2C/2H/2B客æ?·ï????¡ç?¾ä?åº??¨å?ºæ???AIä¸?大æ?°æ????°å???¸å??è¿?ä½?ï¼?å¿???????å¸??ºå??æ°´å¹³??

??????红ç????ç»???????22å¹´æ??¡æ´¾??.076?? ï¼????¸é?è®?3å¹´å??红æ??????0ï¼?ï¼????¸å??2å¹´ä?绩è???ä¼?表示23å¹´ç?????©æ¶¦ä¿?????ä½??°å??¿ã??

????é£??©æ??示ï?5G??å±?ä¸???é¢???ï¼?产ä??°å???ä¸??¡å??å±?ä¸???é¢???ï¼?è¡?ä¸?ç«?äº????§ã??

??????èµ?建è?ï¼????¸å?¨é?¢å??½ä??¹æ?°è½¬???¥ï?产ä??°å?????å±?空é?´å¹¿??????ç»???大产ä¸??°å??????¥ï?ä¸?è°????©é?æµ?ï¼?é¢?计å????3-25å¹´å?æ¯????©æ¶¦????¸º307/341/377亿å??ï¼???é¢?æµ?ä¸?34/371/409亿å??ï¼?ï¼?对å?PE????¸º20/18/16Xï¼?对å?PB????¸º1.39/1.36/1.29Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????è¯??¸å????å¸?ï¼?é©???é¾?ï¼?S0980518100002ï¼?ï¼?

?³é?????读ï? ä¸??½ç?µä¿¡

责任���???
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®