粤港湾智算(01396)上扬5.98% 机构看好将AI算力服务打造为核心增长引擎

金吾财讯

Jun 15

金吾财讯 | 粤港湾智算(01396)盘中上扬5.98%，最新报13.46港元，成交额3173.38万港元。消息面上，华业证券新近发布研报，给予该公司“买入”评级。该机构表示，随着公司正式更名为“粤港湾智算科技”，标志着其从传统基建向AI算力基础设施平台的转型已彻底完成。基于公司在手超150亿元人民币的高额订单及稀缺的算力资源，华业证券设定了23.08港元目标价，较当前市值具有明显上升空间。华业证券表示，粤港湾智算科技在FY2025财年实现了关键的结构性反转。通过全面收购深圳天顿数据科技，公司成功将AI算力服务打造为核心增长引擎。据悉，天顿数据作为国内第一梯队的智算服务商，根据2025年财报，其已交付运营的FP16稠密AI算力规模约42,000PFLOPS，并拥有超过1万个高功率机柜，2025年收入更是暴增757.9%至20.3亿元人民币，毛利率高达22.2%，直接带动集团整体毛利率回升至13.8%，并实现扭亏为盈。该机构强调，随着公司于2026年5月正式更名及纳入MSCI中国小型股指数，资本市场已正式认可其“算力科技”新定位。公司当前市场估值逻辑正从传统的“基建折价”全面切换至具备高成长性的“算力平台溢价”。

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