公司近况2025 年3 月10 日,万国数据宣布成功发行首单数据中心持有型不动产ABS(下称P-REIT),我们认为这标志着公司打通国内资本循环通道,有望在不增加净负债的前提下、提升公司EBITDA的未来增长潜力。评论私募REIT取得进展,打通国内资本循环通道。1)估值情况:P-REIT项目总EV约29 亿元,对应13x EV/EBITDA(我们估算与国内资产隐含估值基本一致),股权对价总计约17...
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