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研報掘金丨國盛證券:海南華鐵斬獲36.9億大單,維持“買入”評級
格隆匯 03-05 16:45

國盛證券研報指出,海南華鐵(603300.SH)簽署36.9億算力服務訂單,累計訂單已超60億。彰顯公司算力業務板塊優秀的簽單能力,持續簽署大單可期。2025 年2 月公司引入具備華為、阿里等互聯網大廠背景的高管成立數智科技事業部,進一步為算力業務構建組織保障。資金方面,近期公司完成規模10 億的公司債發行,為業務開拓提供支撐,同時大股東海南控股也有望持續為公司資金籌措方面賦能。公司作為海南國資旗下算力平台,未來有望深度受益海南建設國際數據中心、數據要素市場、智慧交通等政策推進,持續獲取算力優質訂單。多品類業務方面,公司當前積極延伸至叉車、低空經濟等領域,運用高機業務渠道,有望發揮多品類設備協同優勢,持續打造成長新動能。基於公司2024Q1-3業績趨勢,以及未來算力業務發展潛力,維持“買入”評級。

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