人工智能数据中心配电设备
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港股异动 | 威胜控股(03393)午后涨超3% 花旗预计公司数据中心业务明年的海外收入可达10亿元
Zhi Tong Cai Jing· 2025-12-08 07:05
花旗发布研报称,根据威胜控股指引,受强劲的人工智能数据中心(AIDC)需求推动下,其海外客户 2026年新订单金额将年可增54%至20亿元人民币。花旗预计,威胜数据中心的收入占比将从2024年的 9%,分别在2025、2026年逐步提升至16%和20%。鉴于AIDC业务更高的盈利贡献,花旗将威胜2025至 2027年的净利润预测上调11%至17%。 花旗表示,对威胜开启为期90天的正面催化剂观察,预计公司与人工智能数据中心相关的配电设备业务 盈利有提升空间;并预计威胜数据中心业务的海外收入将从2024年的2亿元人民币,翻倍至2025年的5亿 元人民币,并在2026年达到10亿元人民币。 (原标题:港股异动 | 威胜控股(03393)午后涨超3% 花旗预计公司数据中心业务明年的海外收入可达10 亿元) 智通财经APP获悉,威胜控股(03393)午后涨超3%,截至发稿,涨3.32%,报14.95港元,成交额2371.58 万港元。 ...
港股异动 | 威胜控股(03393)再涨超4% 花旗对公司开启正面催化观察 预计AIDC业务海外收入将于年内翻倍
智通财经网· 2025-11-27 02:35
Core Viewpoint - Wisen Holdings (03393) has seen a significant stock price increase, driven by strong demand for Artificial Intelligence Data Centers (AIDC), with a projected 54% increase in new orders by 2026, reaching 2 billion RMB [1] Group 1: Financial Projections - Citigroup forecasts that Wisen's revenue from data centers will grow from 9% in 2024 to 16% in 2025 and 20% in 2026 [1] - Net profit estimates for Wisen have been raised by 11% to 17% for the years 2025 to 2027 due to the higher profitability contribution from AIDC [1] Group 2: Business Growth - Wisen's overseas revenue from data center operations is expected to double from 200 million RMB in 2024 to 500 million RMB in 2025, and reach 1 billion RMB in 2026 [1] - The company is under a 90-day positive catalyst observation period, indicating potential for increased profitability in its AIDC-related distribution equipment business [1]