Core Viewpoint - The event in Zhejiang aims to deepen the integration of education, technology, and industry, facilitating high-quality employment for graduates and attracting talent to high-tech enterprises [1] Group 1: Event Overview - The event gathered over 50 high-tech zones, nearly 200 enterprises, and around 100 universities to connect graduates with job opportunities [1] - The "Three Highs" linkage focuses on the integration of education, technology, and industry to enhance employment quality and talent attraction [1] Group 2: Talent Flow - The event featured interactive sessions where graduates consulted with companies about job openings and skill requirements [3] - Companies like Di'an Diagnostics expressed their need for not only fresh graduates but also interns in various functional roles [3] - The establishment of six employment internship bases aims to help students understand market demands and facilitate their transition into the workforce [3][4] Group 3: Innovation in Talent Mobility - The introduction of "Industry Professors" and "Technology Vice Presidents" aims to enhance collaboration between academia and industry, allowing for the exchange of practical experience and research [5] - Successful examples include professionals from companies taking on roles in universities to guide students and enhance their learning experience [5][6] Group 4: Technology and Research Flow - The event showcased significant technological achievements from universities, such as high-performance carbon fiber composite materials and innovative AR glasses, aimed at fostering partnerships with enterprises [7] - The release of a demand list for future industry technology products helps align university research with real-world business needs, promoting faster technology transfer [8] - The creation of a communication directory for "University-High-Tech Zone" collaboration aims to streamline connections and enhance value creation [8]

核心观点 公司目前是国内领先的数据中心整体解决方案提供商，提供大规模、高性能的数据中心集群。公司较早 掌握了一线城市周边稀缺的土地、能耗、电力等核心基础资源，目前全国合计布局了约61栋智算中心、 32 万架机柜，2024 年末能耗指标较2023 年末增长约130%。截至2024 年末，公司累计交付14 栋算力中 心，部署机柜约8.2 万架，成熟算力中心上架率超过90%。公司在手订单充足，京津冀、长三角及大湾 区三大园区已交付的及即将交付的算力中心全部取得投产订单，预计2025 年可完成上架并趋向成熟。 受益于AI 技术高速发展及大模型集群效应显著增强，智算需求快速增长，公司业绩未来可期。 事件 2024 年，公司实现营业收入43.65 亿元，同比增长0.32%；归母净利润17.90 亿元，同比增长1.62%。 简评 1、四季度业绩短期承压，不利因素逐渐消除。 2024 年，公司实现营业收入43.65 亿元，同比增长0.32%；归母净利润17.90 亿元，同比增长1.62%；扣 非归母净利润17.78 亿元，同比增长4.07%。2024Q4，公司实现营业收入9.08 亿元，同比下降45.64%， 环比下降29. ...