威胜控股(03393)今日盘中大涨5.07%，引起了市场的广泛关注。
消息面上，公司2025年业绩呈现持续高增长态势，归母净利润年复合增长率高达41%，海外业务成为核心增长引擎。同时，公司深度受益于国内智能电网投资加码与AI算力基础设施爆发的双重行业红利，数字能源业务成为新增长极，海外配电业务也加速放量，这些因素共同增强了市场对其未来增长潜力的信心。
具体来看，公司在电力计量、配电设备及算力能源配套赛道优势稳固，产品毛利率领先行业。机构预计公司2026-2028年归母净利润年复合增长率将超过30%，估值有望从传统电表企业向AIDC能源基础设施平台切换，具备显著的修复与成长空间。
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