中环新能源（01735）午前涨近9%，本周股价累计涨幅超30%。截至发稿，股价上涨8.72%，现报10.85港元，成交额7791.16万港元。
中环新能源中期业绩显示，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%。期内，中环新能源的第二增长曲线AI算力业务的收入飙升至10.47亿元，收入占比逼近两成。这标志着公司增长逻辑正在从以光伏制造为核心驱动，向“新能源+AI+算力”的复合增长模式演进。
中环新能源控股集团董事长余竹云近日接受采访时表示，根据“AI五层蛋糕”理论，五层里面，中环新能源能进三层。余竹云判断认为。能源是自家的；GPU不自己造，找国内头部企业合作；算力中心自己建，但考虑规模要因地制宜。中环希望可以建立更靠近用户的端侧算力中心，赋能城市里的应用。
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