世纪互联（VNET.O） 独立第三方 IDC 服务商龙头，把握数字新基建浪潮发展提速 核心投资亮点 1）第三方数据中心服务商龙头企业，双引擎共同驱动成长。行业"老兵"，深耕多年，携手山高控股进入发展 新阶段。世纪互联成立于 1996 年，是科创型数字新基建龙头企业，中国第一家美股 IDC 上市公司，也是中国 IDC 市场上唯一以"基地型+城市型"IDC 业务同步发展的头部 IDC 企业。公司在国内 30 多个城市布局，拥有 50 多个数据中心。2023 年，山高控股正式成为世纪互联的最大股东，公司也加速迈入"绿电+算力"产业协同 发展新阶段。 2）基地型 IDC 业务发力，城市型 IDC 及非 IDC 业务稳健。2024 年 Q3 公司基地型 IDC、城市型 IDC、非 IDC 业务分别实现净营收 5.23/9.75/6.22 亿元，其中基地型 IDC 业务同比大幅增长 86.4%，已成为核心增长引擎。公 司年度资本开支预期 50-55 亿元，其中大部分有望用于基地型业务，基地型业务在建与待建容量为 787MW，是 现有运营容量的 2.2 倍，未来增长潜力足。同时，世纪互联深耕零售型业务多年，在一线城市拥有巨 ...

司总讲 报 海 告 | --- | --- | |------------------------------|------------| | | | | ＃市场 ma 数 rk 据 etData ＃ | | | 日期 | 2024-12-10 | | 收盘价（元） | 4.12 | | 总股本（百万股） | 15.79 | | 流通股本（百万股） | 15.48 | | 净资产（百万元） | 9.04 | | 总资产（百万元） | 42.71 | | 每股净资产（元） | | | | 0.58 | hongjiajun@xyzq.com.cn SFC：BPL829 SAC：S0190519080002 zhouluyun@xyzq.com.cn SAC：S0190522070002 请注意：周路昀并非香港证券及期货 事务监察委员会的注册持牌人，不可 在香港从事受监管的活动 ＃summary＃ 收入稳步增长，EBITDA 持续提升。24Q3 收入 21.2 亿元（YoY+12.4%）， 其中 IDC 业务收入 15.0 亿元（YoY+18.4%），基地型 IDC 收入 5.2 亿元 （YoY+86.4%），城 ...

BEIJING, Dec. 13, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that its outstanding 2024 ESG performance received high marks from leading ESG rating institutions MSCI and S&P Global. This global recognition highlights the Company's industry-wide ESG leadership and unwavering commitment to sustainable development, carbon neutrality, and green transformation.VNET received an ...

BEIJING, Nov. 28, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that the Company has executed a definitive agreement (the "Agreement") with Dajia Investment Holding Company Ltd. ("Dajia"), a wholly owned subsidiary of Dajia Insurance Group under which both parties will jointly form a pre-REITs fund (the "Fund") to invest in hyperscale data centers in mainland China. This in ...

VNET Group, Inc. (NASDAQ: VNET ) reported Q3 2024 results that beat on both the top and bottom line, driven by strength in wholesale IDC that was offset by the softness in retail. Consistent with the theme that weAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology, media, internet, and consumer sectors in North A ...

VNET Group Inc (NASDAQ:VNET) Q3 2024 Results Conference Call November 20, 2024 8:00 PM ET Company Participants Xinyuan Liu - Director of Investor Relations Gavin Shen - Rotating President Qiyu Wang - Chief Financial Officer Ju Ma - Executive Vice President Xinyuan Liu - Investor Relations Director Conference Call Participants Sara Wang - UBS Shuyun Che - CICC Daley Li - Bank of America Securities Tom Tang - Morgan Stanley Edison Lee - Jefferies Timothy Zhao - Goldman Sachs Operator Hello, ladies and gentlem ...

BEIJING, Nov. 20, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced its unaudited financial results for the third quarter ended September 30, 2024."We achieved strong third quarter results mainly driven by our wholesale IDC business," said Josh Sheng Chen, Founder, Executive Chairperson and interim Chief Executive Officer of VNET. "Our wholesale IDC business maintained its stro ...

BEIJING, Nov. 7, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that it will report its unaudited third quarter 2024 financial results on Wednesday, November 20, 2024, after the close of U.S. markets.The Company's management will host an earnings conference call at 8:00 PM U.S. Eastern Time on Wednesday, November 20, 2024, or 9:00 AM Beijing Time on Thursday, November 21, 20 ...

BEIJING, Nov. 1, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced the resignation of Mr. Changqing Ye as an independent director and a member of the audit committee of the Company's board of directors (the "Board"), effective October 31, 2024. Mr. Ye resigned for personal reasons and not due to any disagreement with the Board, the Company or any of its affiliates on any matter ...

| --- | --- | |-------------------------------------------------|------------------------------| | 交银国际研究 消息快报 | | | | | | 数据中心 | 2024 年 9 月 11 日 | | 世纪互联 (VNET US) | | | 上架加快， AI 算力驱动基地型 IDC 业务增长 | | 我们最近与世纪互联管理层举行了一次业绩后会议，以更新 2024 下半年 的运营情况和前景： 指引保持不变，预计 2024 下半年净利润可保持稳定。2024 年 2 季度公司 收入 19.9 亿元（人民币，下同），同比增长 9.4%；经调整 EBITDA 为 5.74 亿元，同比提高 7.3%，净利润扭亏为盈至 0.72 亿元，公司预计 2024 下半 年及 2025 年仍能保持净利润。同时，公司维持全年业绩指引不变，预计 2024 年收入在 78-80 亿元之间，同比增速在 5.2%-7.9%；预计调整后 EBITDA 在 22.2-22.8 亿元之间，同比增速在 8.9%-11.8%之间。 AI 算力驱动基地型 ...