智通财经APP获悉，博耳电力(01685)盘中涨超40%，截至发稿，涨20.34%，报0.71港元，成交额1293.21万港元。
爱建证券发布研报称，数据中心已成为电力设备行业核心增量应用场景，其发展趋势直接驱动电力设备需求增长与技术迭代。从行业数据看，2024年全球数据中心新增装机量已达14GW，且单机柜功率密度大幅提升，这一变化使得数据中心对电力供给的稳定性、能效性提出更高要求，进而推动电力设备在该场景的应用规模扩张与技术迭代加速。
公开资料显示，博耳电力基于自主研发的“慧云”大数据平台，为客户提供独创的IEM一站式解决方案服务，能确保数据中心用电安全性及稳定性，并通过智能化配用电解决方案降低能源消耗，帮助客户实现数据中心产业可持续发展。公司推出B-iPower一体化电源，专为新一代AI算力中心打造。
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