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華豐股份(605100.SH):發電機組並非數據中心與算力直接相關的核心設備
格隆匯 02-28 17:35

格隆匯2月28日丨華豐股份(605100.SH)公佈,公司股票價格於2025年2月27日、2月28日連續兩個交易日內日收盤價格升幅偏離值累計超過20%。根據上海證券交易所的相關規定,屬於股票交易異常波動情形。2025年2月20日至2025年2月28日,公司股票收盤價已連續6個交易日升停,累計升幅達78.56%,存在市場情緒過熱的情形,可能存在非理性炒作,公司股票價格近期升幅較大,可能存在短期升幅較大後的下跌風險。

公司關注到市場對數據中心電源板塊關注度較高。公司智能化發電機組產品作為備用電源,除通信基站、油田油井、銀行、礦山等應用場景外,也可用於數據中心作為應急電源。發電機組並非數據中心與算力直接相關的核心設備,且算力等下游市場的規模、發展落地速度本身存在不確定性,其對公司業務的影響亦存在較大不確定性。公司在2019年11月、2021年9月和2022年1月中標中國聯通廊坊基地、呼和浩特基地數據中心柴油發電機組招標項目,總計台數30台,佔公司營業收入的比重小。2023年、2024年公司積極開拓數據中心市場,但受市場競爭環境、價格等多種因素影響,公司在該市場沒有中標,未產生相關收入。今後公司仍將繼續開拓智能化發電機組業務。

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