VNET(US:VNET) Zhi Tong Cai Jing·2025-09-30 13:51Core Viewpoint - Century Internet (VNET.US) has shown a positive market response with a 4% increase in stock price, reaching $10.83, driven by strong future growth prospects and strategic investments in data center capacity and green energy initiatives [1] Company Summary - Century Internet plans to increase its total data center capacity to 10GW by 2036, indicating a robust long-term growth strategy [1] - The company is expected to significantly boost its capital expenditure to between 10 billion and 12 billion yuan in 2025, representing a year-on-year growth of 101% to 141% [1] - The delivery volume of new IDC (Internet Data Center) projects is projected to exceed the total delivery volume of the previous three years, reflecting aggressive expansion efforts [1] - The company has experienced a rapid increase in IDC utilization rates, with expectations for accelerated performance growth in the first half of 2025 [1] Industry Summary - The IDC sector in China is witnessing rapid expansion, with Century Internet positioned as a leading player, benefiting from increasing demand for intelligent computing and data center services [1] - The strategic focus on green energy connections is anticipated to enhance profitability, aligning with industry trends towards sustainability [1]