山高控股获“增持”评级 “绿电+算力”模式引领价值重塑

证券日报
May 30

  本报讯 (记者桂小笋)5月30日,《证券日报》记者获悉,凭借“绿电降本+算力增值”双轮驱动的独特价值,山高控股集团有限公司(以下简称“山高控股”)获得机构关注,并给予“增持”评级。

  东吴证券国际经纪有限公司(以下简称“东吴证券国际”)研报显示,公司电算协同已见显著成效。山高控股通过“电力+算力”协同发展模式,实现了新能源数据中心业务的深度融合,形成“发电即用、用电即有、合理定价、互惠互利”的产业生态闭环,且具备独特的战略协同优势:新能源发电和数据中心用电需求形成互补,实现资源的最优配置;通过绿色能源供应数据中心,降低碳排放,符合国家要求。

  基于公司在新兴产业的战略布局和良好的发展势头,以及与山高集团的协同效应,东吴证券国际的研报预计未来几年山高控股的营收和利润将保持稳健增长,看好公司长期发展空间和盈利弹性,首次覆盖给予“增持”评级。

(文章来源:证券日报)

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