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山高控股尾盘涨超4% 本月底将发布业绩 机构称未来数年公司业绩有望快速增长
Zhi Tong Cai Jing· 2025-08-14 07:38
Core Viewpoint - Shandong High-tech Holdings (00412) is experiencing a stock price increase, attributed to its upcoming board meeting to discuss mid-term performance and its strategic partnership with Huawei aimed at developing a "green computing + clean energy" model [1][1]. Company Developments - Shandong High-tech Holdings' stock rose over 4% in late trading, currently at 18.04 HKD with a trading volume of 105 million HKD [1]. - The company is set to hold a board meeting on August 29 to consider and approve its mid-term performance [1]. Strategic Partnerships - In May, Shandong High-speed Group signed a strategic cooperation agreement with Huawei, focusing on a dual-driven development model of "green computing + clean energy" [1]. - As the only subsidiary of Shandong High-speed Group with an integrated computing and electricity industry segment, Shandong High-tech Holdings will play a key role in this collaboration [1]. Industry Outlook - According to Zhongtai Securities, Shandong High-tech Holdings is expected to see rapid growth in performance over the next few years due to its deepening layout in the AIDC industry and the synergistic effects from its major shareholder, Shandong High-speed Group [1]. - The company's revenue growth will be primarily driven by Shandong High-tech New Energy, which is poised to benefit from the booming green electricity market in China [1]. - Century Internet is expected to continue benefiting from advancements in artificial intelligence and the "East Data West Computing" project, contributing to profit growth [1]. - The standard investment business is projected to remain stable, while the risk exposure in non-standard investment business is expected to gradually decrease [1].