智通财经APP获悉，晋景新能(01783)早盘涨超6%。截至发稿，涨5.60%，报4.805港元，成交额2435.75万港元。
消息面上，今年6月，公司开启对YV CLOUD Limited及运营公司上海有孚云计算有限公司的收购，正式切入算力服务赛道。标的公司作为国内最早一批NVIDIA Cloud Partner，在GPU分配优先权及原厂定价上具备优势。
申万宏源指出，晋景新能已经完成从传统建筑承包商向循环经济+算力双主业平台的蜕变：美国工业金属逆向回收提供确定性现金流。中国香港动力电池回收以全港首座持牌处理设施卡位稀缺产能，退役电池放量在即，"服务费+资源化"双轮驱动兼具稳定性与弹性。收购YV Cloud切入AI算力租赁，行业需求高景气与供给端能耗、牌照门槛抬升共振，业绩门槛与付款顺延机制为溢价交易提供安全垫。三大业务递次接力，业绩增长路径清晰。
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