研報掘金丨國信證券:盛弘股份不斷開拓充電樁業務海外市場,維持“優於大市”評級
國信證券研報指出,盛弘股份(300693.SZ)24年實現歸母淨利潤4.26億元,同比+5.7%。Q4實現歸母淨利率16.5%,同比+2.4pct,環比+3.1pct。公司未來有望受益於數據中心需求增長。2024年12月公司中標山東移動電能質量補償設備項目,主要服務於數據中心等項目工程,幫助解決數據中心的電能質量問題及突然斷電等問題。目前,在全球人工智能需求的爆發的背景下,數據中心算力建設需求有望明顯增長,根據Semi Analysis的預測,全球數據中心 IT負載規模將從2023年的約49GW增長至2026年的96GW,其中90%的增長來自AI算力需求。2028年,全球數據中心累計負載將超過140GW,2023-2028年CAGR高達23%-25%,公司電能質量設備業務有望持續受益於數據中心需求增長。公司不斷開拓充電樁業務海外市場,有望保持業績增長。維持“優於大市”評級。
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