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博通AI通信网络收入或在2027财年超
博通AI通信网络收入或在2027财年超
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<|begin_of_box|>### 利润表（百万元美元）
| 项目                     | 2023    | 2024     | 2025E   | 2026E    | 2027E    |
|--------------------------|---------|----------|---------|----------|----------|
| 营业收入                 | 35,819  | 51,574   | 63,348  | 89,879   | 117,073  |
| 营业成本                 | (11,129)| (19,065) | (20,543)| (30,377) | (41,121) |
| 毛利                     | 24,690  | 32,509   | 42,805  | 59,502   | 75,952   |
| 销售及管理费用           | (1,592) | (4,959)  | (4,216) | (5,154)  | (6,146)  |
| 研发费                   | (5,253) | (9,310)  | (11,142)| (15,916) | (20,048) |
| 其他经营性收入/费用      | (1,638) | (4,777)  | (2,249) | 97       | 1,528    |
| 经营利润                 | 16,207  | 13,463   | 25,200  | 38,529   | 51,286   |
| Non-GAAP标准下的经营利润 | 22,125  | 30,736   | 41,330  | 55,179   | 68,706   |
| 财务成本净额             | (1,622) | (3,953)  | (3,119) | (1,940)  | (1,245)  |
| 其他非经营性收入/费用    | 512     | 406      | 433     | 400      | 400      |
| 税前利润                 | 15,097  | 9,916    | 22,513  | 36,990   | 50,441   |
| 税费                     | (1,015) | (3,748)  | (2,252) | (4,000)  | (4,000)  |
| 净利润                   | 14,082  | 6,168    | 20,261  | 32,990   | 46,441   |
| 非年收益计算的净利润     | 14,082  | 6,168    | 20,261  | 32,990   | 46,441   |
| Non-GAAP标准下的净利润   | 18,378  | 23,733   | 33,264  | 46,218   | 58,327   |


### 现金流量表（百万元美元）
| 项目                     | 2023    | 2024     | 2025E   | 2026E    | 2027E    |
|--------------------------|---------|----------|---------|----------|----------|
| 年结11月03日             |         |          |         |          |          |
| 净利润                   | 14,082  | 5,895    | 20,261  | 32,990   | 46,441   |
| 折旧及摊销               | 3,835   | 10,010   | 8,729   | 9,238    | 9,608    |
| 营运资本变动             | (1,643) | (4,637)  | (6,097) | 404      | 821      |
| 其他经营活动现金流       | 1,811   | 8,694    | 6,639   | 7,200    | 7,600    |
| 经营活动现金流           | 18,085  | 19,962   | 29,533  | 49,832   | 64,470   |
| 资本支出                 | (452)   | (548)    | (536)   | (600)    | (600)    |
| 投资活动                 | (118)   | (19)     | (164)   | (200)    | (200)    |
| 其他投资活动现金流       | (119)   | (22,503) | 287     | 0        | 0        |
| 投资活动现金流           | (689)   | (23,070) | (413)   | (800)    | (800)    |
| 负债净变动               | (403)   | 20,346   | (6,045) | (17,600) | (17,600) |
| 权益净变动               | (7,563) | (12,202) | (10,750)| (12,582) | (15,132) |
| 股息                     | (7,645) | (9,814)  | (11,131)| (16,000) | (16,000) |
| 其他融资活动现金流       | (12)    | (63)     | 431     | 0        | 0        |
| 融资活动现金流           | (15,623)| (1,733)  | (27,495)| (46,182) | (48,732) |
| 年初现金                 | 12,416  | 14,189   | 9,348   | 10,973   | 13,822   |
| 年末现金                 | 14,189  | 9,348    | 10,973  | 13,822   | 28,761   |


### 资产负债表（百万元美元）
| 项目                     | 2023    | 2024     | 2025E   | 2026E    | 2027E    |
|--------------------------|---------|----------|---------|----------|----------|
| 截至11月03日             |         |          |         |          |          |
| 现金及现金等价物         | 14,189  | 9,348    | 10,973  | 13,822   | 28,761   |
| 应收账款及票据           | 3,154   | 4,416    | 6,819   | 8,288    | 10,074   |
| 存货                     | 1,898   | 1,760    | 2,245   | 2,527    | 2,844    |
| 其他流动资产             | 1,606   | 4,071    | 5,662   | 5,892    | 6,131    |
| 总流动资产               | 20,847  | 19,595   | 25,699  | 30,530   | 47,810   |
| 物业、厂房及设备         | 2,154   | 2,521    | 2,449   | 2,481    | 2,513    |
| 无形资产                 | 3,867   | 40,583   | 32,309  | 23,639   | 14,599   |
| 合营企业/联营公司投资   | 43,653  | 97,873   | 97,851  | 98,051   | 98,251   |
| 其他长期资产             | 2,340   | 5,073    | 6,087   | 6,334    | 6,592    |
| 总之期资产               | 52,014  | 146,050  | 138,696 | 130,505  | 121,955  |
| 总资产                   | 72,861  | 165,645  | 164,395 | 161,035  | 169,765  |
| 短期贷款                 | 1,608   | 1,271    | 1,399   | 1,399    | 1,399    |
| 应付账款                 | 1,210   | 1,662    | 1,575   | 2,306    | 3,377    |
| 其他短期负债             | 4,587   | 13,764   | 14,166  | 15,542   | 17,346   |
| 总流动负债               | 7,405   | 16,697   | 17,141  | 19,248   | 22,122   |
| 长期贷款                 | 37,621  | 66,295   | 60,930  | 43,330   | 25,730   |
| 其他长期负债             | 3,847   | 14,975   | 12,938  | 13,463   | 14,010   |
| 总之期负债               | 41,468  | 81,270   | 73,868  | 56,793   | 39,740   |
| 总负债                   | 48,873  | 97,967   | 91,009  | 76,041   | 61,862   |
| 股本                     | 21,099  | 67,471   | 69,016  | 69,016   | 69,016   |
| 储备及其他资本项目       | 2,889   | 207      | 4,370   | 15,978   | 38,887   |
| 股东权益                 | 23,988  | 67,678   | 73,386  | 84,994   | 107,903  |
| 总权益                   | 23,988  | 67,678   | 73,386  | 84,994   | 107,903  |


### 财务比率
| 项目                     | 2023    | 2024     | 2025E   | 2026E    | 2027E    |
|--------------------------|---------|----------|---------|----------|----------|
| 年结10月31日             |         |          |         |          |          |
| 年股指标(美元)           |         |          |         |          |          |
| 核心每股收益             | 4.222   | 4.866    | 6.844   | 9.510    | 12.002   |
| 全面摊薄每股收益         | 4.222   | 4.866    | 6.844   | 9.510    | 12.002   |
| Non-GAAP标准下每股收益   | 4.222   | 4.866    | 6.844   | 9.510    | 12.002   |
| 每股账面值               | 5.615   | 14.165   | 15.100  | 17.488   | 22.202   |
| 利润率分析(%)            |         |          |         |          |          |
| 毛利率                   | 68.9    | 63.0     | 67.6    | 66.2     | 64.9     |
| 净利率                   | 39.3    | 12.0     | 32.0    | 36.7     | 39.7     |
| 利润率分析(%)-Non-GAAP标准 |         |          |         |          |          |
| 经营利润率               | 61.8    | 59.6     | 65.2    | 61.4     | 58.7     |
| 净利率                   | 51.3    | 46.0     | 52.5    | 51.4     | 49.8     |
| 其他                     |         |          |         |          |          |
| 净负债权益比(%)          | 104.4   | 86.0     | 70.0    | 36.4     | 注现金   |
| 流动比率                 | 2.8     | 1.2      | 1.5     | 1.6      | 2.2      |


### 资料来源
公司资料，交银国际预测<|end_of_box|>
所属报告：
【交银国际证券】AI叙事或将继续，首予买入-251117（61页）.pdf
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fCDlubTku70gICB8IOWNq+aYn+aVsOmHjyB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tfAp8IDIwMjRBICB8IDI2NSAgICAgIHwKfCAyMDI1QSAgfCAzNzEgICAgICB8CnwgMjAyNkUgIHwgNzQyICAgICAgfAp8IDIwMjdFICB8IDE0ODQgICAgIHwKfCAyMDI4RSAgfCAyOTY4ICAgICB8CnwgMjAyOUUgIHwgNTkzNiAgICAgfAp8IDIwMzBFICB8IDExODcyICAgIHwKCui1hOaWmeadpea6kO+8mkpvbmF0aGFu4oCZcyBTcGFjZSBQYWdl77yM5paw5Lqs5oql77yM5aSP5pmu5a6Y572R77yM54Sm6ICz5pe25Luj5YWs5LyX5Y+377yM5Zu95rW36K+B5Yi456CU56m25omA
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fCDlnLDljLogfCDljaDmr5QgfAp8LS0tLS0tfC0tLS0tLXwKfCDnvo7lm70gfCA1MCUgfAp8IOS4reWbvSB8IDE2JSB8Cnwg5qyn5rSyIHwgMTIlIHwKfCDkuJbnlYzlhbbku5blnLDljLogfCAxNCUgfAp8IOWMl+e+juWFtuS7luWcsOWMuiB8IDUlIHwKfCDmi4nnvo4gfCAzJSB8CgoqKui1hOaWmeadpea6kCoq77yaUmhvIE1vdGlvbuOAgUNFU0HjgIHmtZnllYbor4HliLjnoJTnqbbmiYA=
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fCDmjIfmoIcgfCDph5Hpop3vvIjkur/nvo7lhYPvvIkgfCDlkIzmr5Tlop7plb/njocgfAp8Oi0tLXw6LS0tOnw6LS0tOnwKfCAqKuaAu+iQpeaUtioqIHwgNDkuMiB8IDIzJSB8CnwgKirmnYPliKnph5HokKXmlLYqKiB8IDI2LjEgfCAyMSUgfAp8ICoq5o6I5p2D6K645Y+v5Y+K5YW25LuW6JCl5pS2KiogfCAyMy4xIHwgMjUlIHwKCioq6LWE5paZ5p2l5rqQ77yaKiogQVJNIOWumOaWueWFrOS8l+WPt++8jOWbveiBlOawkeeUn+ivgeWIuOeglOeptuaJgA==
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fCDlubTku70gfCDlh4DliKnmtqbvvIjkur/lhYPvvIkgfCDlh4DliKnmtqZ5b3nvvIgl77yJIHwKfCAtLS0tIHwgLS0tLS0tLS0tLS0tLS0gfCAtLS0tLS0tLS0tLS0tLSB8CnwgMjAyMSB8IDMuMzEgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgfAp8IDIwMjIgfCAzLjUyICAgICAgICAgICB8IDYgICAgICAgICAgICAgIHwKfCAyMDIzIHwgNi42MiAgICAgICAgICAgfCA4OCAgICAgICAgICAgICB8CnwgMjAyNCB8IDguODEgICAgICAgICAgIHwgMzMgICAgICAgICAgICAgfAp8IDIwMjUgfCAxMi4wNCAgICAgICAgICB8IDM3ICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mldpbmQsIOWbveazsOa1t+mAmuivgeWIuOeglOeptg==
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核心观点：我们认为，随着迭代式推理（Reasoning）的广泛应用，人工智能算力需求或继续高速增加。高效算力部署或需要对数据中心服务器进行纵向延展（Scale Up）：横向延展（Scale Out）和跨区域延展（Scale Across）。而通信网络在 AI 数据中心中的重要性或在加强。我们预测 AI 网络通信市场规模或从 2024 年接近 188 亿美元增加到 2027 年 679 亿美元 ，对应 CAGR 38%。我们认为博通产品凭借之前的行业积累在AI通信网络领域覆盖完整，技术领先。博通基于开放协议的以太网和 PCIe 建造的交换芯片或与英伟达通信协议（Infiniband 和 NVLink）解决方案在 Scale Out 和 Scale UP 应用上处于长期竞争关系，而我们认为开放协议产品的市占率或上升。博通 Tomahawk 6 以太网交换机芯片新产品已在 2025 年 6 月开始正式向客户发货，在业内开创性的支持102.4Tb/s的超高带宽，支持超百万个 xPU加速芯片。博通最新的第五/六/七代PCIe 交换机产品分别与上一代产品的发布时间缩短到 4/2/1 年，新产品推出明显加速。博通的物理层和光通信芯片亦加速完成产品迭代，且与交换机技术发挥协同作用。综合看，我们预测博通 AI 通信网络产品或在 2025/26/27 财年分别达到 57.5/108.8/161.2 亿美元。
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【交银国际证券】AI叙事或将继续，首予买入-251117（61页）.pdf
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