大和发表研究报告指,万国数据(09698.HK) 第二季业绩稳健,管理层将2026年销售目标由500兆瓦倍增至1吉瓦,并预计2026年底积压订单将达约1.2吉瓦,加上明确的交付时间表,为2028年前的业绩提供强劲能见度。报告指出,万国数据第二季收入按年增长7%至31亿元人民币,经调整EBITDA按年增长3%至14亿元人民币,利润率45.5%,按年下跌主要由于公用事业成本上升。营运指标较预期强劲,净...
Source Link大和发表研究报告指,万国数据(09698.HK) 第二季业绩稳健,管理层将2026年销售目标由500兆瓦倍增至1吉瓦,并预计2026年底积压订单将达约1.2吉瓦,加上明确的交付时间表,为2028年前的业绩提供强劲能见度。报告指出,万国数据第二季收入按年增长7%至31亿元人民币,经调整EBITDA按年增长3%至14亿元人民币,利润率45.5%,按年下跌主要由于公用事业成本上升。营运指标较预期强劲,净...
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