| --- | --- | |-------------------------------------------------|------------------------------| | 交银国际研究 消息快报 | | | | | | 数据中心 | 2024 年 9 月 11 日 | | 世纪互联 (VNET US) | | | 上架加快， AI 算力驱动基地型 IDC 业务增长 | | 我们最近与世纪互联管理层举行了一次业绩后会议，以更新 2024 下半年 的运营情况和前景： 指引保持不变，预计 2024 下半年净利润可保持稳定。2024 年 2 季度公司 收入 19.9 亿元（人民币，下同），同比增长 9.4%；经调整 EBITDA 为 5.74 亿元，同比提高 7.3%，净利润扭亏为盈至 0.72 亿元，公司预计 2024 下半 年及 2025 年仍能保持净利润。同时，公司维持全年业绩指引不变，预计 2024 年收入在 78-80 亿元之间，同比增速在 5.2%-7.9%；预计调整后 EBITDA 在 22.2-22.8 亿元之间，同比增速在 8.9%-11.8%之间。 AI 算力驱动基地型 ...

Investors with an interest in Internet - Services stocks have likely encountered both 21Vianet (VNET) and The Trade Desk (TTD) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with pos ...

From a technical perspective, Vnet Group Inc. (VNET) is looking like an interesting pick, as it just reached a key level of support. VNET's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on ke ...

交银国际研究 消息快报 数据中心 2024 年 8 月 29 日 世纪互联 (VNET US) 2 季度业绩符合预期；AI 算力驱动基地型 IDC 业务增长 2 季度业绩符合预期，全年指引保持不变。2024 年 2 季度，公司收入 19.9 亿元（人民币，下同），同比增长 9.4%；经调整 EBITDA 为 5.74 亿元，同 比提高7.3%，约为我们2024 财年预测（23.3 亿元）的24.7%，基本符合预 期。公司维持全年业绩指引不变，预计全年收入在 78-80 亿元之间，同比 增速在 5.2%-7.9%；预计调整后 EBITDA 在 22.2-22.8 亿元之间，同比增速在 8.9%-11.8%之间。 AI 算力驱动基地型 IDC 业务增长，全年资本开支指引上调。2024 年 2 季 度，公司基地型 IDC 业务实现收入 4.0 亿元，环比增长 11.4%，占总收入 20%。截至 2 季度末，基地型 IDC 业务的总容量为 332MW，当中包括约 173MW （52.2%）位于长三角区域，159MW（47.8%）位于环京地区。已 使用容量由上季度的 236MW 提升至 252MW，利用率则由上季度的 ...

财务数据和关键指标变化 - 2024年第二季度公司净营收同比增长9.4%达19.9亿元,经调整EFIT同比增长7.3%达到5.74亿元 [3] - 公司在提升运营效率方面的努力有所收小,本季度运营费用同比下降7.7%环比下降36.8%至2.3亿元 [12] - 公司于2024年第二季度确认净利润7184.9万元,较2024年一季度净亏损15902.6万元,环比增利23087.5万元 [13] 各条业务线数据和关键指标变化 - 基地型业务依然是公司营收增长的关键引擎,本季度基地型业务营收实现同比增长81%至4.02亿元 [3] - 截至6月底基地型业务运营容量稳定在332兆瓦,基地型机房上架容量较上季度增长16兆瓦至252兆瓦,上架率提升至75.9% [3] - 城市型数据中心业务继续保持稳健发展,截至6月底城市型业务运营容量增加至52177个机柜,城市型机房上架率稳定在63.7% [4] 各个市场数据和关键指标变化 - 基地型业务在长三角区占比52%,环京地区占比48% [9] - 公司82.6%的储备资源在环京地区,主要考虑到该区域地理位置优越、交通便利、电力资源丰富且成本优势 [9] - 城市型数据中心方面,环京区域运营机柜数占比58.4%,长三角区占比19.2% [9] 公司战略和发展方向及行业竞争 - 公司正在探索对AI业务的投资布局,希望通过拓展AI相关新业务以及深入理解客户的AI需求,使其成为业务新的强劲增长引擎 [6][7] - 公司正在建设乌兰茶布基地项目,该项目为11瓦级别的超大规模绿色算力集群,预计将折中承接AI时代源自互联网、自动驾驶、金融服务等不同行业的大模型训练需求 [7][8] - 公司通过建筑标准化、基建模块化、电力总线化等创新技术,预计第一个订单的建设从土建到基电交付效率能够6个月完成,处于行业顶尖水平 [8] 管理层对经营环境和未来前景的评论 - 公司在AI时代成为业界的领军企业,创新的IDC服务、充沛的高性能算力资源以及多元化的AI相关能力将继续支撑公司的可持续高质量增长 [11] - 公司将持续致力于推动创新,促进产业进步,为所有利益相关方创造价值 [11] 其他重要信息 - 公司前20大客户贡献了45.7%的营业收入,进一步体现了公司在客户结构中的风险分散和收入稳定性 [5] - 公司目前支持的AI需求主要源于互联网头部客户与行业龙头,涵盖云计算、短视频、本地生活、金融科技等行业 [6] - 公司正在参与研究和开发先进的电力模块以及制冷和散热解决方案,实现高达30千瓦的风冷单机柜和120千瓦的夜冷单机柜部署 [7] 问答环节重要的提问和回答 无相关内容

BEIJING, Aug. 27, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced its unaudited financial results for the second quarter ended June 30, 2024."We delivered another solid quarter through continued strong execution of our effective dual-core development strategy," said Josh Sheng Chen, Founder, Executive Chairperson and interim Chief Executive Officer of VNET. "The wholesale IDC ...

BEIJING, Aug. 16, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that it will report its unaudited second quarter 2024 financial results on Tuesday, August 27, 2024, after the close of U.S. markets.The Company's management will host an earnings conference call at 9:00 PM U.S. Eastern Time on Tuesday, August 27, 2024, or 9:00 AM Beijing Time on Wednesday, August 28, 2024.For ...

Investors interested in stocks from the Internet - Services sector have probably already heard of 21Vianet (VNET) and Akamai Technologies (AKAM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets compan ...

BEIJING, July 16, 2024 /PRNewswire/ -- VNET Group, Inc. (Nasdaq: VNET) ("VNET" or the "Company"), a leading carrier- and cloud-neutral internet data center services provider in China, today announced that its exceptional ESG (Environmental, Social, and Governance) performance was highlighted in S&P Global's Sustainability Yearbook 2024 (China). Notably, VNET received the highest S&P Global ESG score among its Chinese peers in the IT services industry and was the industry's only participant to be included in ...