智通财经APP获悉，中环新能源(01735)再涨近9%，截至发稿，涨8.91%，报11.25港元，成交额5972.54万港元。
消息面上，9月25日，中环新能源公布2026年中期报告。今年上半年，公司实现收入约63.3亿港元，同比增长56.3%；毛利润约1.3亿元，同比增长50.0%。收入结构迎来质变，AI算力业务作为第二增长曲线，期内收入飙升至10.47亿元，占比逼近两成，标志着公司正在传统可再生能源业务之外开辟新的增长维度。
值得一提的是，依托光伏与储能的清洁电力底座，中环新能源将业务向上延伸至AI数据中心与算力中心，并进一步布局AI Token工厂，在AI软硬件领域双向发力。今年6月，公司正发布了中环“环曦-AIDC”AI数据中心专用光伏组件，瞄准智算时代能源痛点，助力算电协同体系高效运转。此外，董事长余竹云更提出“光伏新能源+AI”大基地构想，计划建设集光伏、储能、智能算力于一体的绿色基地，实现“绿电供算力、算力助绿电”的良性循环。
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