智通财经APP获悉，粤港湾智算(01396)早盘涨近6%，截至发稿，涨5.6%，报11.87元，成交额466.73万港元。
消息面上，近日，粤港湾智算发布公告，伴随着AI算力需求的爆发式增长，2026年上半年度，集团累计新增AI算力云服务意向订单逾人民币150亿元，对应AI算力规模约35,000PFLOPS(FP16稠密)；其中，截止2026年6月30日，集团已新增交付AI算力云服务订单金额逾人民币20亿元，对应新增交付运营AI算力规模约6,000PFLOPS(FP16稠密)；集团正积极建设、交付剩余订单。得益于集团AI业务的蓬勃发展，集团预计2026年上半年实现净利润不低于人民币2.40亿元。
集团正积极建设、交付剩余订单。该等订单客户涵盖电信运营商、互联网公司、云服务提供商、硬科技公司及其他客户，其中95%以上订单为期限长达五年的长期合同。公司认为，上述高价值长期合同的签订及执行，标志着集团AI业务规模实现新突破。作为国内领先的AI算力基础设施服务商，集团已搭建并运营AI算力规模达数万PFLOPS的旗舰级“AI 超级工厂”。
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