金吾财讯 | 交银国际发研报指，新意网集团(01686)将于2025年2月25日发布其2025上半财年业绩，以下是该行对未来业绩的预测和重点：预计2025上半财年将实现实现高个位数同比增长及EBITDA将实现低双位数同比增长。MEGA IDC将成为未来的关键驱动力，如第一期剩余部分的租赁进度加快将成为主要股价催化剂。该行预计2025财年的利息支出适度下降，从而推动净利润更快增长，预计2025上半财年公司之净利润同比增长超过20%。鉴于生成式人工智能对数据中心的需求旺盛，该行预计新意网的业绩在利用率、用电量和定价方面均有潜在上升空间。该行将2025/26/27财年的EBITDA预测分别上调2.6%/6.6%/3.7%至22.08亿港元/25.42亿港元/28.60亿港元，目标价从4.50港元上调至5.22港元，维持买入评级
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