每(mei)經AI快訊，云從科技(ji)(ji)1月(yue)17日(ri)晚間(jian)(jian)發(fa)(fa)(fa)布(bu)業(ye)績預告，預計(ji)2024年(nian)(nian)年(nian)(nian)度(du)實現(xian)歸屬于母(mu)公(gong)(gong)(gong)司(si)(si)(si)(si)所(suo)(suo)有(you)(you)(you)(you)者(zhe)的(de)(de)(de)(de)(de)(de)(de)(de)凈利(li)(li)(li)潤為(wei)負(fu)，實現(xian)歸屬于母(mu)公(gong)(gong)(gong)司(si)(si)(si)(si)所(suo)(suo)有(you)(you)(you)(you)者(zhe)的(de)(de)(de)(de)(de)(de)(de)(de)凈利(li)(li)(li)潤-6.8億元到-5.9億元。業(ye)績變(bian)動(dong)主要原因是，主營(ying)業(ye)務(wu)影響(xiang)。報告期(qi)(qi)(qi)內，公(gong)(gong)(gong)司(si)(si)(si)(si)營(ying)業(ye)收(shou)入(ru)與(yu)(yu)毛利(li)(li)(li)率(lv)同(tong)比有(you)(you)(you)(you)所(suo)(suo)下(xia)(xia)降(jiang)(jiang)(jiang)。同(tong)時，公(gong)(gong)(gong)司(si)(si)(si)(si)高度(du)重視(shi)提(ti)升人員與(yu)(yu)費(fei)(fei)用(yong)(yong)(yong)(yong)效(xiao)率(lv)，繼續(xu)推行精細(xi)化(hua)管(guan)理策略，有(you)(you)(you)(you)效(xiao)控(kong)制期(qi)(qi)(qi)間(jian)(jian)費(fei)(fei)用(yong)(yong)(yong)(yong)，以(yi)抑(yi)制虧損(sun)規模(mo)(mo)的(de)(de)(de)(de)(de)(de)(de)(de)進(jin)一步(bu)擴大：營(ying)業(ye)收(shou)入(ru)與(yu)(yu)毛利(li)(li)(li)率(lv)下(xia)(xia)降(jiang)(jiang)(jiang)的(de)(de)(de)(de)(de)(de)(de)(de)影響(xiang)。報告期(qi)(qi)(qi)內，全(quan)球生成式AI技(ji)(ji)術(shu)呈現(xian)迅(xun)猛(meng)發(fa)(fa)(fa)展(zhan)態勢，客戶對技(ji)(ji)術(shu)的(de)(de)(de)(de)(de)(de)(de)(de)預期(qi)(qi)(qi)持續(xu)變(bian)動(dong)。公(gong)(gong)(gong)司(si)(si)(si)(si)基于提(ti)供優(you)質生產(chan)力(li)產(chan)品(pin)、達成可持續(xu)穩定發(fa)(fa)(fa)展(zhan)的(de)(de)(de)(de)(de)(de)(de)(de)戰略導向，積極推進(jin)產(chan)品(pin)與(yu)(yu)客戶結構(gou)的(de)(de)(de)(de)(de)(de)(de)(de)優(you)化(hua)調(diao)整。從長遠(yuan)視(shi)角而(er)言，這(zhe)些轉(zhuan)(zhuan)型舉措(cuo)有(you)(you)(you)(you)助于公(gong)(gong)(gong)司(si)(si)(si)(si)構(gou)建更為(wei)穩固的(de)(de)(de)(de)(de)(de)(de)(de)收(shou)入(ru)來(lai)源，強化(hua)市(shi)場競(jing)爭力(li)。然而(er)，短期(qi)(qi)(qi)內公(gong)(gong)(gong)司(si)(si)(si)(si)業(ye)務(wu)遭受顯(xian)(xian)著沖擊，新(xin)簽訂單(dan)拓(tuo)展(zhan)遇阻，新(xin)簽訂單(dan)規模(mo)(mo)同(tong)比減少，直接致(zhi)使公(gong)(gong)(gong)司(si)(si)(si)(si)收(shou)入(ru)規模(mo)(mo)下(xia)(xia)滑。此(ci)外，出(chu)于戰略考量，公(gong)(gong)(gong)司(si)(si)(si)(si)主動(dong)降(jiang)(jiang)(jiang)低(di)部分標桿項目的(de)(de)(de)(de)(de)(de)(de)(de)毛利(li)(li)(li)率(lv)，使得(de)公(gong)(gong)(gong)司(si)(si)(si)(si)整體毛利(li)(li)(li)率(lv)水平同(tong)比有(you)(you)(you)(you)所(suo)(suo)下(xia)(xia)降(jiang)(jiang)(jiang)，毛利(li)(li)(li)額亦同(tong)比出(chu)現(xian)下(xia)(xia)降(jiang)(jiang)(jiang)。期(qi)(qi)(qi)間(jian)(jian)費(fei)(fei)用(yong)(yong)(yong)(yong)下(xia)(xia)降(jiang)(jiang)(jiang)的(de)(de)(de)(de)(de)(de)(de)(de)影響(xiang)。報告期(qi)(qi)(qi)內，公(gong)(gong)(gong)司(si)(si)(si)(si)期(qi)(qi)(qi)間(jian)(jian)費(fei)(fei)用(yong)(yong)(yong)(yong)同(tong)比有(you)(you)(you)(you)所(suo)(suo)下(xia)(xia)降(jiang)(jiang)(jiang)，主要得(de)益于公(gong)(gong)(gong)司(si)(si)(si)(si)近年(nian)(nian)來(lai)推行的(de)(de)(de)(de)(de)(de)(de)(de)精細(xi)化(hua)管(guan)理策略逐(zhu)漸顯(xian)(xian)效(xiao)。公(gong)(gong)(gong)司(si)(si)(si)(si)費(fei)(fei)用(yong)(yong)(yong)(yong)控(kong)制成效(xiao)顯(xian)(xian)著，資源投入(ru)效(xiao)率(lv)有(you)(you)(you)(you)所(suo)(suo)提(ti)升。此(ci)外，隨著公(gong)(gong)(gong)司(si)(si)(si)(si)業(ye)務(wu)拓(tuo)展(zhan)，對高性能計(ji)算(suan)設備的(de)(de)(de)(de)(de)(de)(de)(de)需(xu)求攀升。2023年(nian)(nian)下(xia)(xia)半年(nian)(nian)，公(gong)(gong)(gong)司(si)(si)(si)(si)購(gou)置(zhi)大量算(suan)力(li)服(fu)務(wu)器，由此(ci)產(chan)生的(de)(de)(de)(de)(de)(de)(de)(de)折舊(jiu)費(fei)(fei)用(yong)(yong)(yong)(yong)同(tong)比增長。盡管(guan)這(zhe)些設備夯實了公(gong)(gong)(gong)司(si)(si)(si)(si)的(de)(de)(de)(de)(de)(de)(de)(de)技(ji)(ji)術(shu)基礎，為(wei)未(wei)來(lai)發(fa)(fa)(fa)展(zhan)奠定了硬件基礎，但短期(qi)(qi)(qi)內，折舊(jiu)費(fei)(fei)用(yong)(yong)(yong)(yong)的(de)(de)(de)(de)(de)(de)(de)(de)增長加重了公(gong)(gong)(gong)司(si)(si)(si)(si)的(de)(de)(de)(de)(de)(de)(de)(de)財務(wu)負(fu)擔。綜合來(lai)看，由于產(chan)品(pin)與(yu)(yu)客戶結構(gou)優(you)化(hua)引發(fa)(fa)(fa)的(de)(de)(de)(de)(de)(de)(de)(de)短期(qi)(qi)(qi)營(ying)業(ye)收(shou)入(ru)下(xia)(xia)降(jiang)(jiang)(jiang)，以(yi)及期(qi)(qi)(qi)間(jian)(jian)費(fei)(fei)用(yong)(yong)(yong)(yong)下(xia)(xia)降(jiang)(jiang)(jiang)因素的(de)(de)(de)(de)(de)(de)(de)(de)共同(tong)作用(yong)(yong)(yong)(yong)，公(gong)(gong)(gong)司(si)(si)(si)(si)2024年(nian)(nian)度(du)虧損(sun)規模(mo)(mo)同(tong)比未(wei)出(chu)現(xian)明顯(xian)(xian)擴大。展(zhan)望未(wei)來(lai)，公(gong)(gong)(gong)司(si)(si)(si)(si)將在(zai)持續(xu)推進(jin)戰略轉(zhuan)(zhuan)型的(de)(de)(de)(de)(de)(de)(de)(de)同(tong)時，密(mi)切關注費(fei)(fei)用(yong)(yong)(yong)(yong)控(kong)制與(yu)(yu)業(ye)務(wu)拓(tuo)展(zhan)，致(zhi)力(li)于改善公(gong)(gong)(gong)司(si)(si)(si)(si)的(de)(de)(de)(de)(de)(de)(de)(de)經營(ying)狀況。

云從科技的總經理、董事長均(jun)是周曦，男，43歲，學歷背景(jing)為博士。

每(mei)經頭條（nbdtoutiao）——

(記者 王曉波)

免責聲明(ming)：本文內容與數據僅(jin)供參考，不(bu)構(gou)成投資建議，使用前請核實。據此(ci)操作，風險自擔。