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艾可蓝签11亿元算力大单 合同服务期为60个月_我的网站

一 |     　　8月25日晚间，A股上市公司艾可蓝(300816)发布公告称，公司近日与算力客户A公司签署了《算力资源服务合同》，公司向算力客户提供算力服务项目及相关配套设施，合同服务期为60个月，合同总金额为11.09亿元。　　公司表示，本次合同签订有利于公司与头部AI客户在智算领域建立长期合作关系，加快智慧板块布局，并积累大集群运维与头部客户服务经验；有利于优化公司业务结构，提升公司综合竞争力，对公司长期可持续发展具备积极作用。    

Residents in Shanghai braved strong winds and rain with umbrellas and raincoats on August 9, 2026, as Typhoon Dolphin, the year’s 13th typhoon, affected the city. Photo: IC
Typhoon Peilou, the 16th typhoon of the year, formed in the western North Pacific on Sunday afternoon, creating a rare situation in which three typhoons – Dolphin, Chan-hom and Peilou – were active simultaneously, weather.com.cn reported on Sunday. 
Typhoon Peilou formed at a tropical storm level. At 2 pm, the typhoon’s center was located over the western North Pacific, about 740 kilometers north-northwest of Saipan, Guam, packing winds of up to 65 kilometers per hour near its center, China Central Television (CCTV) reported on Sunday. 
Typhoon Peilou is expected to move eastward at 25 to 30 kilometers per hour and gradually strengthen, according to CCTV. 
The name “Peilou” comes from China’s Macao, and refers to a common migratory bird found in the region.
As Typhoon Kujira dissipated after being absorbed by Typhoon Dolphin, now there still remain three typhoons simultaneously. 
According to Ma Jun, director of the Institute of Public and Environmental Affairs, early August is a peak period for typhoon activity, which typically sees the most typhoon formations of the year. Therefore, the occurrence of multiple typhoons, including severe typhoons, during this period is normal. 
By this time, the ocean has absorbed and accumulated energy for more than six months, while atmospheric circulation is also favorable for the formation and development of typhoons, Ma told the Global Times on Sunday. 
Typhoon Dolphin made landfall in Taizhou, East China's Zhejiang Province, on Sunday afternoon, bringing strong winds up to 42 meters per second and heavy torrential rain to the coastal regions amid a red alert – the highest level in the country's typhoon warning system – issued for it earlier that day. 
。　　对于公司业绩影响方面，公司表示，本合同的顺利履行预计将对公司2026年度经营业绩及未来经营发展产生积极影响。公司将根据本合同履约义务以及收入确认原则在相应的会计期间确认收入，具体会计处理以及对公司经营业绩的影响情况需以审计机构年度审计确认后的结果为准。　　艾可蓝属于发动机尾气后处理行业，产品主要应用于轻型商用柴油车、燃油/混动乘用车和船舶等。

二 | 近年来，公司逐渐发力智慧板块，开展算力租赁、AI医疗等业务。

三 | 　　在此前接待机构投资者调研时，艾可蓝曾提到，公司在智慧领域围绕高性能智算和智慧+搭建了三大平台，AI+医疗业务实现了从技术储备到场景落地的转型，通过战略合作切入医疗数据处理业务，完成医药数据智能标准化治理体系，上线智能化数据决策支持平台，验证了多个医疗项目可行性，同时高性能定制化智算服务器业务顺利开展，与参股公司合作迭代产品，相关产品获得沐曦GPU兼容官方认证，为新业务增长打开了空间。　　为了促进新兴业务拓展，增强市场竞争力，公司8月25日晚间还发布公告称，公司拟向供应商采购高性能算力服务器等硬件设备，并签署相关采购合同，采购合同总金额预计不超10亿元。　　爱建证券认为，艾可蓝逐步重视汽油机尾气处理装置市场，聚焦船舶环保业务，开拓算力租赁和AI医疗等智慧业务，有望成为公司新的利润增长点。汽车尾气处理方面，公司在轻型柴油机市场具有一定比重的市占率，且逐步重视市场规模更大的汽油机市场和海外市场，随着客户拓展，汽油机相关业务有望为公司贡献较大的收入和利润增量。

四 | 船舶环保业务方面，全球新造船市场活跃，公司聚焦船舶环保业务，2025年公司船舶业务明显扩大，后续船舶业务业绩有望保持较高增速。智慧业务方面，公司与参股公司上海燚智深度合作，于2024年上线算力租赁平台，算力服务器贸易有望贡献一定业绩增量；公司控股公司上海燚健和艾昆纬在医疗智能化领域深入合作，有望成为公司新的利润增长点。（文章来源：证券时报网）。

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