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易事特(300376.SZ):預計今年數據中心營收增速基本上保持相對正常的行業增速
格隆匯 05-15 20:02

格隆匯5月15日丨易事特(300376.SZ)在2023年5月11日特定對象調研時表示,公司預計今年數據中心營收增速基本上保持相對正常的行業增速。今年預計會有較多擴容增量,因為現在當下數據化、信息化的趨勢會越來越快的傳遞到下游的一些企事業等需求單位,三、四、五線城市和縣一級等地的這種信息化改造正在逐步提速。大量客户以前數據中心設施的容量不足、設備老舊的情況,都拉動了數據中心方面的強業務需求。公司結合多方需求制訂數據中心業務整體市場開拓方案,穩步按計劃向前推進。

隨着ChatGPT的熱度增高以及對AI接受度的整體提升,數據中心作為數字經濟、數據運算基礎設施,這塊的需求是會有提高的,“東數西算”八大節點城市的落地推進和北上廣深等一線及強一線城市的數據中心快速增長的需求,都會有助於我們該板塊業務的推進。

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