智通财经APP获悉，新意网集团(01686)午后再涨超14%，截至发稿，涨7.78%，报4.85港元，成交额6006.65万港元。
交银国际发布研报称，新意网集团将于2025年2月25日发布其2025上半财年业绩。该行预计公司的收入将实现高个位数同比增长，EBITDA将实现低双位数同比增长，主要得益于MEGA IDC项目投入运营的贡献；现有和新数据中心的利用率提高；现有项目的价格上涨和电力使用增长。
该行指出，鉴于MEGA IDC相对于新意网现有组合的规模具有重要意义，该行认为该项目的租赁需求仍将是关键重点和未来业绩增长动力来源。截至2024财年末，该项目第一期的已承诺和签约出租率已达到约60%。该行认为MEGA IDC第一期剩余部分的租赁进度加快将成为主要股价催化剂，这不仅会增加公司未来收入和EBITDA，还可能推动项目第二期的建设提前开始。
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